文 | 甘肃发改委 7月1 4日，甘肃发改委公开征求《甘肃省深化新能源上网电价市场化改革促进新能源高质 量发展实施方案（征求意见稿）》意见的公告发布。重点内容如下： 全面推动新能源上网电量进入市场交易： 省内 集中式光伏、集中式风电、分布式光伏、分散式风电、光热发电 等所有新能源项目 上网电量原则上全部进入电力市场，上网电价通过 市场交易形成 。 新能源项目 可依规 报量报价 参与交易，也可 接受市场形成的价格 。其中， 单个分布式 光伏项目 可作为 独立市场主体进入市场，也可聚合后进入市场 ；未直接或未聚合参与市 场的分布式光伏项目，暂默认为接受现货市场月度发电侧实时市场全部新能源项目加权平 均价格进入市场交易。 1 . 2 025年6月1日以前投产的新能源存量项目 （1）纳入机制的电量规模为 154亿千瓦时 。 （2）机制电价为 0 . 3 0 7 8元/千瓦时。 （3）执行期限按照 2 0 2 5年5月底项目 剩余全生命周期合理利用小时数对应年份与投产满 2 0年对应年份两者较早者确定 ；全生命周期合理利用小时数无法确定的，按照投产满20 年确定。执行期限到期后，新能源项目对应的机制电量规模自动从全省机 ...

面对并网任务紧、施工难度大的挑战，该公司深化"党建+基建"协同机制，党员先锋队扎根现场强化全过程管控。安 全方面推行"全员责任清单"，管理人员与施工班组同步开展隐患排查，通过规范作业流程、细化风险预控卡，严控高空作 业、带电区域等关键环节风险。每日通过现场巡查、班前交底、收工总结，动态梳理薄弱环节并落实整改闭环。施工组 织上建立分层分级负责制，优化多专业交叉施工衔接，对复杂工序提前组织模拟推演，同步加强质量监督与工艺标准化 培训，确保各环节衔接紧密、安全可控。通过强化现场协调与资源统筹，既保障了建设进度，又实现了安全零事故目 标。 "35千伏丰西线334断路器现场已由热备转运行。"5月26日，随着太行黎明共产党员服务队队员范国宏与青年突击队成 员管刘军在35千伏西辛店变电站完成最后操作指令，侯马市首座35千伏集中式光伏电站——丰润达新能源项目正式并网 投运。这标志着侯马市在构建新型电力系统、推动能源结构转型方面取得重大突破。 国网侯马市供电公司以构建新型电力系统为核心抓手，将新能源并网作为推动能源结构优化与区域经济绿色发展的战 略支点。丰润达光伏项目作为侯马市首个35千伏集中式新能源工程，不仅是贯彻新发展理念 ...

Group 1 - The Linyi Municipal Government is committed to deepening energy transition reforms and aims to create over 300 green enterprises and villages, with new energy installations exceeding 10 million kilowatts [2] - The focus is on optimizing the energy structure by implementing 56 major projects in the new energy sector, accelerating the development of onshore wind, centralized solar, and biomass energy [2] - The government plans to enhance the consumption of new energy by utilizing pumped storage power stations and promoting various energy storage technologies, aiming to meet a demand for over 1 million kilowatts of new energy access throughout the year [2] Group 2 - The initiative includes exploring new green electricity supply models and promoting integrated development of source-network-load-storage systems, as well as virtual power plants [3] - There is an emphasis on creating zero-carbon parks and green electricity industrial parks, while encouraging enterprises to engage in green electricity trading and carbon footprint pilot projects [3] - The development of a digital energy management platform is underway, with a focus on integrating artificial intelligence with energy management to enhance the city's energy digitalization [3]

Financial Performance - In 2024, the company's total revenue was CNY 7.757 billion, a decrease of 4.71% year-on-year [3] - Data center revenue reached CNY 3.152 billion, an increase of 14.07% year-on-year, with a gross margin of 28.77% [3] - Smart energy revenue was CNY 922 million, down 9.01% year-on-year, with a gross margin of 41.06% [3] - New energy revenue was CNY 3.608 billion, a decline of 15.98% year-on-year, with a gross margin of 16.78% [3] - The net profit attributable to shareholders was CNY 315 million, impacted by credit and asset impairment losses totaling CNY 258 million [3] Business Development - The smart computing center business generated approximately CNY 3.152 billion in revenue, growing 14.07% year-on-year [4] - The company is actively engaging in AI, computing power, and autonomous driving markets, establishing a robust heterogeneous computing power platform [4] - The company has secured numerous product orders from major clients in the internet, telecommunications, and finance sectors, with significant growth expected in 2025 [5] Technological Advancements - The company has been recognized as a top 10 service provider in the third-party computing power center sector, ranking 8th in comprehensive development and 4th in technical capability [6] - In the smart energy sector, the company has launched innovative products such as the 1500V 5MW liquid-cooled photovoltaic inverter, enhancing its market position [8] - The company has achieved the highest shipment volume of energy storage PCS among Chinese enterprises globally, maintaining a strong presence in the renewable energy sector [9] Future Outlook - The company plans to intensify its focus on the smart computing center business, leveraging its core technology in power electronics for new product development [10] - A strategic customer department has been established to deepen collaborations with major internet companies and expand into various sectors [10] - The company is considering future financing plans based on strategic goals and market conditions, following the successful completion of a convertible bond project [11]