绿色消费蔚然成风，能源转型惠及民生。记者了解到，"十四五"以来，南方五省区电能替代电量突破 2400亿千瓦时，电能占终端能源消费比重达34%，较全国平均水平高出5个百分点。超10万个充电桩遍 布城乡，粤港澳大湾区更达成欧标充电桩县区全覆盖。2025年绿电绿证交易量达2500亿千瓦时，超此前 三年总和，港澳台绿证交易实现全覆盖，绿色电力从生产端直达消费端，为社会各界参与"双碳"实践搭 建起便捷桥梁。 "十四五"时期，中国南方电网有限责任公司（以下简称"南方电网"）锚定数字化、绿色化转型"双主 线"，争当能源革命"先锋队"，新型电力系统建设硕果满枝：世界最大规模交直流互联电网上线运 行，"西电东送"累计输送电量超9500亿千瓦时，绿色电能直达千里；数智赋能让粤港澳大湾区供电可靠 率跃居世界顶尖水平，充电桩实现乡镇无死角覆盖，广州、深圳、海口成功斩获国家级车网互动示范金 字招牌；电力交易市场主体突破22万家、占全国四分之一，市场化交易电量占比超七成，市场活力火力 全开；昆柳龙直流工程创下19项世界之最，特高压技术领跑全球赛道，尽显央企实干担当硬核底气。 日前，南方电网正式发布新型电力系统发展白皮书，以翔实数据、鲜活 ...

Core Insights - The company aims to empower high-quality energy development through AI integration, focusing on practical outcomes from policy requirements [1] - The integration of AI with energy and power sectors is seen as a significant innovation, enhancing the synergy between electricity and carbon management [2] Group 1: AI and Energy Integration - The company is accelerating the construction of an "electric-carbon-computing" system to address challenges posed by the integration of data and power transmission projects [2] - A four-dimensional testing matrix has been developed to achieve a 95% accuracy rate in predicting power consumption for computing resources [2] - The company has created a real-time power-computing measurement system, successfully tested in Guangzhou, which aims to make computing resource usage as convenient and quantifiable as electricity [2][3] Group 2: Data Activation and Value Release - The company is leveraging AI to break down data barriers and activate dormant energy data resources, establishing a complete data value release chain [4] - A data asset management platform has been established to facilitate the regular collection and monitoring of vast amounts of data, with plans to launch a trusted data space in August 2024 [4] - The company has collaborated with over 280 ecosystem entities to create high-value application scenarios, enhancing data accessibility and utilization [4] Group 3: AI-Driven Operational Efficiency - The "electric-carbon-computing collaborative operation system" developed by the company acts as an intelligent navigation tool for power consumption and carbon emissions monitoring [3] - This system has enabled a reduction of over 10% in computing operation costs by dynamically adjusting tasks based on electricity price fluctuations [3] - The company has achieved a 100% green electricity supply for all venues at the Guiyang International Big Data Industry Expo, significantly reducing coal consumption and carbon emissions [3] Group 4: Ecosystem and Technological Innovation - The company is focusing on building a robust AI technology foundation, with proprietary models enhancing simulation and optimization capabilities [7] - The "Da Watt" series of models has been recognized for its superior performance in simulating power system operations, significantly improving analysis speed and accuracy [7] - The company has invested in a scalable computing capacity of nearly 1400 PFLOPS, supporting its ongoing technological advancements [7] Group 5: Practical Applications and Impact - AI has enabled the company to achieve a 97% renewable energy consumption rate, positioning it among the top in the country [8] - The company has conducted the largest cross-provincial vehicle-grid interaction experiment in the country, involving over 100,000 electric vehicles [8] - AI-driven interventions in urban power management have led to a 43% reduction in average power restoration times, enhancing public satisfaction [8]

Core Viewpoint - The successful listing of Southern Power Grid Digital Grid Research Institute Co., Ltd. marks a significant milestone in Southern Power Grid's integration into the capital market and signifies a new phase in its comprehensive digital and intelligent transformation [1][6][7] Group 1: Company Development - Southern Power Grid aims to strengthen and expand its digital grid industry ecosystem to better support the intelligent, green, and integrated transformation of the energy and power industry [2][3] - The company has established itself as a leader in the digital grid sector, with a focus on high-quality development and delivering excellent performance to investors and society [2][7] Group 2: Technological Advancements - Southern Power Grid has made significant progress in key core technologies, including the development of a unified IoT operating system for the power industry and a large-scale domestic digital system [4][5] - The company has been recognized as a model enterprise for scientific reform and has received multiple accolades for its contributions to technology and innovation [4][5] Group 3: Market Positioning - The rapid listing process of Southern Power Grid Digital, taking only 145 days, reflects the company's strong compliance and preparation efforts, as well as the capital market's support for technology-driven enterprises [6][7] - The successful listing enhances the company's position as a high-quality platform serving multiple industries across the nation, providing a solid foundation for future growth [7]

Core Viewpoint - The successful listing of Southern Power Grid Digital Research Institute Co., Ltd. marks a significant step in the company's digital transformation and integration into the capital market, highlighting the importance of digital power grids in China's energy transition [1][6][7] Group 1: Company Overview - Southern Power Grid Digital Research Institute, the fourth listed company cultivated by Southern Power Grid, officially listed on the Shenzhen Stock Exchange on November 18 [1] - The company aims to become a leading player in the digital power grid sector, supporting the intelligent, green, and integrated transformation of the energy and power industry [2][3] Group 2: Strategic Goals - The company will focus on implementing the strategies of Digital China and Energy Power Nation, enhancing the digital power grid industry ecosystem to better support the energy sector's transformation [2] - The goal is to create a new quality of energy production capacity through digitalization and innovation [2] Group 3: Technological Achievements - Southern Power Grid Digital has made significant advancements in core technologies, including the development of a unified IoT operating system for the power industry and a large-scale domestic digital system [4] - The company has established national-level platforms and has been recognized as a model enterprise for scientific reform by the State-owned Assets Supervision and Administration Commission [4][5] Group 4: Market Position and Future Plans - The rapid listing process, completed in just 145 days, reflects the company's strong compliance and operational foundation, as well as the capital market's support for technology-driven enterprises [6][7] - The company plans to enhance its governance, strengthen its core position in technological innovation, and expand into cutting-edge technology fields such as artificial intelligence and quantum sensing [7]

Core Viewpoint - The successful listing of Southern Power Grid Digital Network Research Institute Co., Ltd. (referred to as "Southern Network Digital") on the Shenzhen Stock Exchange highlights the capital market's strong recognition of the development prospects of digital power grids, injecting robust momentum into the construction of a safe, intelligent, and green new power system [1][3]. Group 1: Company Overview - Southern Network Digital was officially listed on November 18, marking a significant milestone in its development [1]. - The company aims to strengthen and expand the digital power grid industry ecosystem, supporting the intelligent, green, and integrated transformation of the energy and power industry [1]. - The company has established itself as a leading platform for high-quality development in the digital power grid sector, with a commitment to delivering excellent performance to investors and society [1]. Group 2: Technological Advancements - Since the 14th Five-Year Plan, Southern Network Digital has leveraged its role as a central enterprise to drive technological innovation and industry leadership, creating a comprehensive product system across all scenarios and stages [2]. - The company has developed key technologies, including the first unified IoT operating system in the power industry, "Dianhong," which connects over 500 ecological partners and billions of power terminals [2]. - Southern Network Digital has also launched the first domestically developed large-scale fully integrated digital system, "Nanfang Sihai ERP," and the first power-specific main control chip, "Fuxi," among other innovations [2]. Group 3: Market Impact - The listing of Southern Network Digital serves as a market benchmark for integrating into the capital market and developing new productive forces [3]. - This event positions Southern Network Digital as a high-quality platform serving multiple industries nationwide, laying a solid foundation for its future rapid development [3].

Core Viewpoint - The sixth International Forum on New Power Systems and the 21st International Technology Forum of China Southern Power Grid was held, showcasing the achievements and innovations in the construction of new power systems during the 14th Five-Year Plan period [1] Group 1: Achievements in New Power System Construction - China Southern Power Grid has built the world's largest AC-DC interconnected grid, with cumulative electricity transmission exceeding 950 billion kilowatt-hours [1] - The reliability of power supply in the Guangdong-Hong Kong-Macao Greater Bay Area has reached world-class levels [1] - The number of registered market participants in the electricity trading market has surpassed 220,000, accounting for one-fourth of the national total, with over 70% of electricity traded through market mechanisms [1] - The ultra-high voltage transmission technology is internationally leading, with the Kunliulong DC project achieving 19 world-first power technology milestones [1] Group 2: Green Energy Supply and Efficiency - The digitalization efforts have improved the management of renewable energy, with short-term forecasting accuracy for wind and solar power reaching 88% and 93%, respectively [2] - Non-fossil energy generation in five provinces has reached 66% of installed capacity and 56% of total generation, placing it among the leading grids globally [2] - The installed capacity of renewable energy has exceeded 257 million kilowatts, a 3.5-fold increase since 2020 [2] - The capacity for electricity transmission from the west to the east has surpassed 58 million kilowatts, with over 80% of the transmitted electricity being clean energy [2] Group 3: Energy Transition and Consumer Benefits - Since the 14th Five-Year Plan, electricity substitution has exceeded 240 billion kilowatt-hours, with electricity accounting for 34% of total energy consumption, 5 percentage points higher than the national average [3] - Over 100,000 charging piles have been installed across urban and rural areas, achieving full coverage in the Guangdong-Hong Kong-Macao Greater Bay Area [3] - The green electricity trading volume is expected to reach 250 billion kilowatt-hours by 2025, surpassing the total of the previous three years [3] Group 4: Collaborative Development of Power Systems - The new power system construction emphasizes collaboration among generation, grid, load, and storage [4] - The installed capacity of pumped storage and new energy storage has exceeded 10 million kilowatts each, with demand-side response levels reaching 7.6% [5] Group 5: Mechanism Innovation and Market Efficiency - New mechanisms have been established for shared storage leasing and auxiliary services, enhancing resource allocation efficiency [6] - The virtual power plant model in Shenzhen exemplifies the integration of electric vehicles as mobile storage, achieving a controllable load of 1.1 million kilowatts [6] Group 6: Technological Innovation and Digital Transformation - The company has implemented advanced technologies for grid management, achieving significant improvements in operational efficiency and safety [7][8] - The digital grid construction is progressing steadily, with the establishment of an AI alliance and the release of national standards [9] - The integration of digital supply chains is driving the development of new business models within the industry [10] Group 7: Commitment to Sustainable Development - The company expresses its commitment to collaborating with various stakeholders to contribute to global sustainable energy development [11]

Core Viewpoint - The article emphasizes the importance of energy transition in achieving China's dual carbon goals, highlighting the role of new power systems and clean energy initiatives in driving economic and social development towards a green transformation [1][8]. Group 1: New Power System Development - The Southern Power Grid has released a white paper detailing its achievements and innovations in building a new power system during the 14th Five-Year Plan period, focusing on digitalization and green collaboration [1][2]. - Non-fossil energy installations and generation in the Southern region have reached 66% and 56% respectively, establishing a leading position comparable to global standards [2]. - The installed capacity of renewable energy has surpassed 250 million kilowatts, which is approximately 4.5 times that of 2020, making it the primary energy source in five provinces [2]. Group 2: Infrastructure and Transmission - The Southern region has established a robust transmission network with a capacity exceeding 58 million kilowatts, facilitating the transfer of over 80% of clean electricity from the west to the east [3]. - Key projects such as the ±800 kV UHVDC project from Eastern Tibet to the Guangdong-Hong Kong-Macao Greater Bay Area are underway, enhancing the region's clean energy transmission capabilities [3]. Group 3: Consumption and Energy Efficiency - During the 14th Five-Year Plan, electricity substitution in the Southern region has exceeded 240 billion kilowatt-hours, with electricity accounting for 34% of total energy consumption [3][4]. - The Southern Power Grid has installed over 100,000 charging stations, achieving full coverage in towns and counties within the Greater Bay Area [4]. Group 4: Technological Innovations - The Southern Power Grid has implemented a new operation and maintenance model utilizing drones and intelligent systems, achieving a 99.5% unmanned operation rate for substations [6]. - The grid has developed a new power load management system, integrating controllable loads to enhance flexibility and responsiveness in energy consumption [5][6]. Group 5: Future Outlook - The Southern Power Grid aims to continue building a clean, low-carbon, safe, and efficient new power system over the next five years, focusing on renewable energy supply and digital transformation [8].

Core Insights - The integration of digital and energy revolutions is driving a significant increase in demand for computing power, with projections indicating an average annual growth rate of around 20% in China's data center electricity consumption from 2024 to 2030, outpacing the overall electricity consumption growth rate [1] Group 1: Industry Developments - The 2025 China International Big Data Industry Expo highlighted discussions on promoting the collaborative development of electricity and carbon computing [1] - The Deputy Director of the National Data Bureau emphasized that electricity supply is a critical factor influencing computing power development, and the scale of computing power directly affects data processing efficiency [1] - The rapid advancement of AI is leading to an explosive growth in computing power demand, necessitating the establishment of a new infrastructure that integrates data, computing, networks, and energy [1] Group 2: Southern Power Grid's Innovations - Southern Power Grid showcased its developed Electric-Carbon-Computing Collaborative Operation System, which is based on power infrastructure and promotes the economic and green flow of computing resources [2] - The system features three core capabilities: real-time monitoring of power consumption, dynamic scheduling to reduce operational costs by over 10%, and nationwide collaboration to connect computing resources with the integrated national computing network [2] - The system aims to break down information barriers between electricity, computing power, and carbon emissions, achieving precise matching and efficient scheduling [2] Group 3: Practical Applications and Future Outlook - The Electric-Carbon-Computing Collaborative Operation System has shown initial success, with a case where a computing task was migrated to a data center, resulting in a 10% reduction in overall computing costs and the consumption of 113.4 kWh of green electricity [3] - The flexibility of computing power scheduling is identified as a crucial foundation for collaborative operations, requiring solutions for application, data, and model coordination [3] - Future expectations include making the use of computing resources as convenient and quantifiable as water and electricity, necessitating the establishment of a precise measurement system for computing power [3]

Group 1 - The first electric-carbon computing collaborative operation system in China has been launched for trial operation, enabling real-time linkage and optimized scheduling of electricity, computing power, and carbon emissions, which will help data centers save energy and reduce carbon emissions while lowering costs and increasing efficiency [1] - The system integrates "power grid, computing network, and communication network," allowing for automatic scheduling of computing tasks to western regions with cheaper electricity prices and utilizing green electricity when renewable energy generation is abundant [1] Group 2 - It is projected that by 2030, China's computing power energy consumption will reach 480 billion kWh, with carbon emissions exceeding 20 million tons. A reduction of 0.1 yuan in comprehensive electricity costs for computing power could save the computing industry 48 billion yuan annually [3] - Increasing the use of green electricity by 1% could reduce carbon emissions by approximately 2 million tons per year, equivalent to planting 110 million trees [3]

Core Viewpoint - The launch of China's first electric-carbon computing collaborative operation system aims to optimize the real-time interaction between electricity, computing power, and carbon emissions, contributing to energy saving and carbon reduction in data centers [1][3]. Group 1: System Functionality - The electric-carbon computing collaborative operation system integrates "power grid, computing network, and communication network" to enhance operational efficiency [1]. - The system automatically schedules computing tasks to western regions when cheaper electricity prices are available, and utilizes green energy when renewable energy generation is abundant [1]. Group 2: Industry Impact - By 2030, China's computing power energy consumption is expected to reach 4,800 billion kWh, with carbon emissions exceeding 200 million tons [3]. - A reduction of 0.1 yuan in comprehensive electricity costs for computing power could save the industry 48 billion yuan annually, benefiting end users [3]. - Increasing the use of green electricity by 1% could reduce carbon emissions by approximately 2 million tons per year, equivalent to planting 110 million trees [3].