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关于举办虚拟电厂投资、建设与运营培训的通知丨系列培训
中国能源报· 2025-11-24 11:48
Core Viewpoint - The article emphasizes the importance and potential of virtual power plants (VPPs) in enhancing power supply reliability, promoting renewable energy consumption, and improving the electricity market system, with specific targets set for their development by 2027 and 2030 [2]. Group 1: Virtual Power Plant Overview - Virtual power plants are defined as new operational entities that collaboratively participate in optimizing the power system and engaging in electricity market transactions [2]. - By 2027, the national regulation capacity of virtual power plants is expected to exceed 20 million kilowatts, and by 2030, it should surpass 50 million kilowatts [2]. Group 2: Training Details - A training session on virtual power plant investment, construction, and operation is scheduled for December 17-18, 2025, in Guangzhou [3]. - The training is organized by China Energy News and supported by the China Energy Economic Research Institute [3]. Group 3: Target Audience and Topics - The training is aimed at various stakeholders, including power generation companies, grid enterprises, energy storage companies, and research institutions [4]. - Key topics to be covered include the technical overview of virtual power plants, their latest developments, application scenarios, key technologies, challenges, and case studies [4]. Group 4: Training Costs and Contact Information - The training fee is set at 3,900 yuan per person, excluding transportation and accommodation [4]. - Contact information for inquiries includes two representatives from the organizing body [4].
中邮证券:建立全国统一电力大市场 NDC驱动新能源高质量发展
Zhi Tong Cai Jing· 2025-11-24 10:01
是新能源、特高压高质量发展的题眼,电价多轨制变成单轨制,由标量变为向量(多维风光发电量占 比:15%是系统成本快速上升的临界点,15%是电网景气度提升的时点,20%是灵活性资源需求提升的 时点。 新能源的成长性 首先来源于NDC(国家自主贡献),其次才是技术进步。 投资建议:(1)电网安全角度:二次设备;(2)灵活性资源角度:核电、煤电改造、燃机、光热、水电改 造、抽蓄、新型储能、用户侧调节(虚拟电厂、V2G、需求响应等)属于同一生态位竞争;(3)电力现货市 场建设角度:计量基础设施必须要完善,不仅是电计量,还包括碳计量。 中邮证券发布研报称,电力现货市场是高质量发展题眼,核电、煤电改造等属于同一生态位竞争。新推 动新能源成长的主要驱动力是NDC(国家自主贡献),技术进步居于次要地位。 中邮证券主要观点如下: 电改 没有完美模板,形成一种新质生产关系,消纳绿电是主线,安全是底线,系统稀缺性是最佳投资方向, 必须面对"能源不可能三角"问题,水风光都来源于太阳,都需要大范围进行互济消纳,因此需要建立全 国统一电力大市场。 电力现货市场 风险提示:政策不及预期的风险,需求不及预期的风险。 ...
媒体报道︱低碳转型催生储能运维管理员、风电叶片维修工、电力聚合运营员等绿色新职业
国家能源局· 2025-11-24 03:21
不仅是绿色生产,如今,低碳环保的理念渗透到我们生活的方方面面,一大批复合型人才投身到绿色服务的岗位中。借助 低碳楼宇数智管控平台,建筑节能减排咨询师在手机上调控一栋办公大楼的600多台空调,每年能减少20%的碳排放。依 托物联网、大数据等技术,电力聚合运营员把城市中分散的电力资源聚合成一个"虚拟电厂",实时进行优化调度,用电高 峰期,在不影响用户体感的同时,让空调负荷降低10%以上。 "十四五"期间,人力资源社会保障部共标识137个绿色职业,覆盖节能环保、清洁能源、绿色服务等多个关键领域。 (来源: 央视网 ) "十四五"时期,我国经济社会发展全面绿色转型,以"低碳、环保、循环"为特征的绿色新职业蓬勃发展。 随着我国建成全球规模最大的清洁能源体系,储能电站运维管理员、风电场叶片维修工等新职业、新工种从无到有。而氢 燃料电池在交通运输、发电供电等领域的广泛运用,也催生了更趋专业化的细分新职业。 ...
低碳转型催生绿色新职业
Yang Shi Wang· 2025-11-23 12:22
Core Points - The article highlights the rapid development of green new professions characterized by "low carbon, environmental protection, and circular economy" during China's 14th Five-Year Plan period [1] - The establishment of the world's largest clean energy system in China has led to the emergence of new jobs such as energy storage station operation and maintenance administrators, and wind farm blade repair workers [1] - The widespread application of hydrogen fuel cells in transportation and power generation has also given rise to more specialized new professions [1] Industry Developments - The concept of low-carbon and environmental protection has permeated various aspects of life, resulting in a significant number of composite talents entering green service positions [1] - Utilizing low-carbon building intelligent management platforms, energy-saving and emission-reduction consultants can control over 600 air conditioning units in an office building via mobile devices, achieving a 20% reduction in carbon emissions annually [1] - Leveraging technologies such as the Internet of Things and big data, power aggregation operators can consolidate dispersed urban power resources into a "virtual power plant" for real-time optimization, reducing air conditioning load by over 10% during peak usage without affecting user comfort [1] Employment Trends - During the 14th Five-Year Plan period, the Ministry of Human Resources and Social Security identified 137 green professions covering key areas such as energy conservation, environmental protection, clean energy, and green services [1]
关于举办虚拟电厂投资、建设与运营培训的通知丨系列培训
中国能源报· 2025-11-23 02:56
Core Viewpoint - The article emphasizes the importance and potential of virtual power plants (VPPs) in enhancing power supply reliability, promoting renewable energy consumption, and improving the electricity market system, with specific targets set for their development by 2027 and 2030 [2]. Group 1: Overview of Virtual Power Plants - Virtual power plants are defined as new operational entities that collaboratively participate in optimizing the power system and engaging in electricity market transactions [2]. - By 2027, the national regulation capacity of virtual power plants is expected to exceed 20 million kilowatts, and by 2030, it should reach over 50 million kilowatts [2]. Group 2: Training Details - A training session on virtual power plant investment, construction, and operation is scheduled for December 17-18, 2025, in Guangzhou [3]. - The training is organized by China Energy News and supported by the China Energy Economic Research Institute [3]. Group 3: Target Audience and Topics - The training is aimed at various stakeholders, including power generation companies, grid enterprises, energy storage companies, and research institutions [4]. - Key topics to be covered include the technical overview of virtual power plants, their latest developments, application scenarios, key technologies, challenges, and case studies [4]. Group 4: Training Costs and Contact Information - The training fee is set at 3,900 yuan per person, excluding transportation and accommodation [4]. - Contact information for inquiries includes two representatives from the organizing body [4].
关于举办虚拟电厂投资、建设与运营培训的通知丨系列培训
中国能源报· 2025-11-21 08:05
Core Viewpoint - The article emphasizes the importance and potential of virtual power plants (VPPs) in enhancing power supply reliability, promoting renewable energy consumption, and improving the electricity market system, with specific targets set for their development by 2027 and 2030 [2]. Group 1: Overview of Virtual Power Plants - Virtual power plants are defined as new operational entities that collaboratively participate in optimizing the power system and engaging in electricity market transactions [2]. - By 2027, the national regulation capacity of virtual power plants is expected to exceed 20 million kilowatts, and by 2030, it should surpass 50 million kilowatts [2]. Group 2: Training Details - A training session on virtual power plant investment, construction, and operation will be held from December 17 to 18, 2025, in Guangzhou [3]. - The training is organized by China Energy News and supported academically by the China Energy Economic Research Institute [3]. Group 3: Target Audience and Topics - The training is aimed at various stakeholders, including power generation companies, grid enterprises, energy storage companies, and large energy-consuming institutions, as well as research institutions and investment firms [4]. - Key topics to be covered in the training include the technical overview of virtual power plants, their latest developments domestically and internationally, application scenarios, key technologies, challenges and solutions, standard system construction, and case studies [4]. Group 4: Training Costs and Contact Information - The training fee is set at 3,900 yuan per person, excluding transportation and accommodation costs [4]. - Contact information for inquiries includes two representatives, Wang and Yang, with their respective phone numbers provided [4].
九联科技:子公司广东九联智慧能源有限公司提供专业的能源数字化、智能化整体解决方案
Zheng Quan Ri Bao Wang· 2025-11-19 12:13
证券日报网讯 九联科技11月19日在互动平台回答投资者提问时表示,公司旗下子公司广东九联智慧能 源有限公司,为客户提供专业的能源数字化、智能化整体解决方案,包括能源管理、微电网、虚拟电厂 等。九联智慧能源目前已参与了《综合能源站建设运营服务评价规范》《虚拟电厂建设运营服务评价技 术要求》等团体标准起草与制定。 ...
资金持续抢筹电网资产,电网ETF(561380)连续10日净流入超4.3亿元,政策端发力叠加全球需求共振
Mei Ri Jing Ji Xin Wen· 2025-11-18 06:06
资金持续抢筹电网资产,电网ETF(561380)连续10日净流入超4.3亿元。 电网ETF(561380)跟踪的是恒生A股电网设备指数,该指数从内地市场中选取电网设备相关领域的上 市公司证券作为指数样本,以综合反映电网设备产业链上市公司证券的整体表现。 (文章来源:每日经济新闻) 兴业证券表示,在新型电力系统下,电网投资需求稳步增长,国家电网和南方电网加大投资力度,计划 到2025年投入超过8250亿元。特高压工程持续推进,输变电设备企业将迎来业绩兑现期。电网自动化设 备方面,虚拟电厂市场空间广阔,预计到2030年市场规模将达264亿元。全球电网投资景气度提升,中 国出口表现良好,变压器及电度表出口增速显著。 ...
分布式能源迎来系统性变革,零碳园区时代的关键引擎
无论是国家政策的频密出台,还是企业端需求的快速变化,都在说明一个趋势:未来能源系统的核心不 再是单一的大型电源,而是通过分布式能源、储能、智能管理等多种资源形成的"整体协同"。如果说新 能源的大规模发展改变了电源结构,那么分布式能源的兴起,则正在重构整个终端能源使用方式。在过 去二十年里,燃气分布式能源、分布式光伏、分散式风电、多能互补系统、工商业储能、虚拟电厂等技 术路线不断成熟,从零星示范走向深度渗透,从单点应用转向系统集成,其战略意义已经远远超出 了"补充能源"的范畴。而当分布式能源遇上零碳园区建设浪潮,一场从技术创新到产业重构的系统性突 破正在发生——分布式能源正成为零碳园区时代不可或缺的关键引擎。 产业端需求的结构性变化:从"可选"到"必选" 当下的行业情势呈现出一个非常显著的特征:产业端需求发生了结构性变化。传统的"外购电+集中供 热"模式正在难以满足企业绿色化、数字化、低成本、高稳定的综合要求。与此同时,在园区和城市空 间中,新能源消纳、配网承载、负荷波动、极端天气等新的运行矛盾逐渐显现。 这些挑战推动着能源系统必须具备更强的本地化灵活性、更多的自主调节能力、更完善的数字化监测基 础,而这些能力 ...
AI+虚拟电厂迎来奇点时刻?苏州大会揭示能源变革新路径
Core Insights - The 2025 Power Demand Side Management Innovation Conference and Virtual Power Plant Construction Practice Exchange was successfully held in Suzhou, focusing on innovative practices in demand-side management to promote coordinated development of power supply and demand [1][5] - The conference aimed to explore adjustable resources on the demand side of electricity and promote the development of new business entities for virtual power plants, contributing to the construction of a new power system [1][5] Group 1: Key Contributions and Statements - Yu Chongde, Vice Chairman of the China Electricity Council, emphasized the essential role of demand-side management in the construction of a new power system, highlighting the integration of digital technology and electricity technology as a driver for innovation in service concepts and business models [3] - He outlined four key areas for demand-side management: establishing the status of virtual power plants as new market entities, integrating digital and electricity technologies, innovating business models and green value transmission mechanisms, and promoting practical experiences in virtual power plants [3] - Zhu Zhang from the Ministry of Industry and Information Technology noted the importance of demand-side management in achieving the national "dual carbon" strategy, focusing on energy efficiency, digital transformation, and innovative participation mechanisms [4] Group 2: Conference Outcomes and Participation - The conference featured the release of the first batch of research results on adjustable load resources in the industrial sector, along with specialized meetings on virtual power plant innovation and demand-side resource development [5] - Nearly 300 representatives from government departments, power companies, industrial enterprises, research institutions, and industry associations participated in the conference, indicating strong industry engagement [5]