普洛斯算力中心第二季度实现IT负载交付量稳步增长，推动营收大幅提升，上半年收入同比增幅超 48%，智算业务价值持续释放。根据中国信息通信研究院《算力中心服务商分析报告(2025年)》，普洛 斯算力中心已跃居TOP5"领航者梯队"。 第二季度，普洛斯新能源在分布式光伏、集中式光伏及储能等多个领域持续推进。其中，分布式光伏新 增并网容量超过300MW，累计并网容量较上季度提高49%；集中式光伏新增并网量达150MW，在管并 网规模达200MW。 本报讯(记者昌校宇)近日，普洛斯投资(上海)有限公司(以下简称"普洛斯中国")发布2025年第二季度运营 数据显示，第二季度，普洛斯中国在供应链、大数据、新能源领域的新型基础设施运营保持稳进上行态 势。物流仓储、高端制造及科创研发空间需求持续回暖，增长动力主要来自内需驱动的新经济产业；智 算中心交付进展顺利，新订单增势强劲；新能源及储能项目稳步推进，开发规模和并网容量双升；智慧 冷链运营及数智化资产运营业务客户拓展加强，服务能力获得广泛认可。 第二季度，普洛斯中国在物流仓储、高端制造及科创研发设施方面，新签租约面积超780万平方米，与 快递快运、零售电商、汽车及智能制造等 ...

从LP到战投：ADIA为何加注普洛斯？ 事实上，普洛斯与ADIA旗下机构在基金层面已合作多年，以LP的身份出现在普洛斯多个市场的多支不同策略基金，此次这家阿联酋主权资本升级为普洛斯 集团战投，可见基于过往的成功合作，双方对于下一阶段的发展战略已达成高度共识。 "多年来，ADIA成功投资于普洛斯管理的基金。此次投资将深化我们的合作，在公司层面支持普洛斯跨越新台阶，赢得新增长。同时也符合ADIA的战略， 实现新经济领域投资的进一步扩张。" ADIA不动产投资执行董事Mohamed Al Qubaisi表示。 普洛斯独有的"资本投资+资产运营"商业模式，借助资产基金化和证券化，实现了一头链接产业端，一头链接资金端。产业端，普洛斯深度服务客户，围绕 新经济核心产业，抓住客户不断迭代的发展需求，打造高标准、智慧绿色的基础设施资产，进行运营并提供配套服务。资金端，普洛斯与全球领先的机构投 资者、主权基金、养老金等建立长期合作关系，通过资产基金化和证券化，提供满足投资人偏好的产品，为投资人提供稳健、可持续的回报。 8月28日，专注于中国新经济领域另类资产投资管理的公司——普洛斯GLP宣布完成一笔足以震动一级市场的巨额融资— ...

在装机规模与项目储备上，截至报告期末，公司累计并网装机容量达2315.643MW，具体来看，风电 2041MW、集中式光伏30MW、智能微电网6.375MW、屋顶分布式光伏238.268MW，已并网储能项目规 模150MW/300MWh，"风、光、储"协同发展格局基本形成。同时，在建及待建风电项目达2332.4MW， 为后续装机规模扩张与发电量增长储备充足项目资源，保障长期发展动能。 产业链协同方面，公司与行业头部企业的合作项目已落地见效。其中，与中国中车（601766）在黑龙江 鸡西市联合投资建设的鸡东县新能源装备制造园区，以及与金风科技（002202）合作在广西柳州市投资 建设的柳州市北部生态新区零碳新能源智慧装备产业园，均已投产运营，形成"绿电供给-装备制造-就 地消纳"的循环经济模式，产业链协同效应逐步释放，进一步降低项目投资成本、提升整体收益。 近日，嘉泽新能发布公告，公司向特定对象发行股票申请已获中国证监会同意注册批复。根据方案，此 次发行股票数量不超过4.78亿股，募集资金总额不超过12亿元，扣除发行费用后的净额将全部用于补充 流动资金及偿还银行贷款。本次募资落地后，公司营运资金将得到有效补充， ...

文 | 华夏能源网 据行业媒体不完全统计，近几个月来，三峡集团、东方电气、国家电投、中交集团、山东能源集团等5家央国企先后转让 19家光伏业务公司。这些被甩卖的多为分布式光伏资产。 华夏能源网注意到，与此同时，华能集团、中国大唐、国家电投集团等电力央企近期召开的月度工作会议，齐刷刷将风光 大基地项目建设列为下一步工作重点。 这表明，"十四五"最后一年，电力央企新能源开发开始了战略性调整。从之前的"四面开花"，转向强化风光大基地的"基本 盘"。这将带来整个光伏市场的变局，集中式大型地面电站将迎来新一轮建设热潮。 8月11日，华能集团召开7月份经济活动分析会。会议强调，要锚定目标任务，强化项目接续和投资计划接续，大力推进大 基地开发建设，持续推动火电结构升级，按时序节点有序推进"十五五"规划编制，全力提升绿色发展质效。 华夏能源网注意到，7月22日，在华能集团2025年年中工作会议上，董事长、党组书记温枢刚讲话指出，"要坚定不移推动 新能源高质量发展，坚持基地型规模化开发，全链条打造优质'基因工程'，推动绿色发展质效再提升。" 值得一提的是，早在今年4月，彼时外界即盛传华能集团已经在内部停掉了分布式光伏项目。彼时 ...

Core Insights - The total investment in key energy projects in China exceeded 1.5 trillion yuan in the first half of the year, marking a year-on-year increase of 21.6% [3] - Investment in renewable energy generation continues to grow rapidly, with significant increases in onshore wind and solar energy investments [3] - Private enterprises are increasingly investing in the energy sector, with a year-on-year growth of 27.8% in investment [3] Investment Growth - Investment in renewable energy generation saw substantial growth, with onshore wind investment in Guangxi and Xinjiang doubling compared to the same period last year [3] - Centralized solar power investment increased by 24.5%, while distributed solar power investment grew by over 70% [3] - Investment in solar thermal power nearly doubled compared to last year [3] Power Supply Investment - Investment in coal and nuclear power sectors maintained rapid growth, with key coal power projects in East China, Central China, and Western Inner Mongolia being completed [3] - Investments in power grids and pumped storage also showed steady growth [3] New Energy Investment - Investment in hydrogen energy projects doubled in the first half of the year, with multiple green hydrogen projects in Jilin accelerating [3] - Investment in charging and swapping infrastructure grew by nearly 70% [3] - New energy storage and integrated source-grid-load-storage projects saw investment growth of over 30% [3] Private Sector Involvement - Private enterprises completed investments in the energy sector with a year-on-year increase of 27.8% [3] - Investments in distributed solar and onshore wind by private companies grew by over 40% [3] - Investment in charging and swapping infrastructure and centralized solar power by private enterprises increased by around 15% [3]

记者从国家能源局获悉：今年上半年，全国在建和年内计划开工的能源重点项目完成投资额超过1.5万 亿元，同比增长21.6%，东、中、西部地区完成投资额同比增速均超过20%，新增能源投资不断"向绿向 新"聚集。 新能源发电投资保持快速增长。上半年，广西、新疆陆上风电完成投资额较去年同期实现翻番。集中式 光伏完成投资额同比增长24.5%，分布式光伏完成投资额同比增长超70%。光热发电完成投资额较去年 同期接近翻番。 能源新业态投资加快释放。上半年，氢能重点项目投资额实现翻番，吉林多个在建绿氢项目加快推进。 充换电基础设施完成投资额同比增长近70%。新型储能、源网荷储一体化项目完成投资额同比增长均超 过30%。 能源领域民营企业投资较快增长，上半年完成投资额同比增长27.8%。民营企业在分布式光伏、陆上风 电等领域投资加快释放，完成投资额同比增长均超过40%，在充换电基础设施、集中式光伏等领域完成 投资额同比增长15%左右。（丁怡婷） 责任编辑：闫弘旭 电力供应保障投资持续扩大。上半年，煤电、核电等领域投资保持较快增长，华东、华中、内蒙古西部 一批电力保供重点支撑性煤电项目建成投产。电网、抽水蓄能等领域投资保持稳步增长 ...

Group 1 - The core viewpoint of the articles highlights significant growth in energy investment in China, with over 1.5 trillion yuan invested in key energy projects in the first half of the year, marking a year-on-year increase of 21.6% [1][2] - Investment in renewable energy generation has seen rapid growth, with land-based wind power investments in Guangxi and Xinjiang doubling compared to the same period last year. Centralized photovoltaic investments increased by 24.5%, while distributed photovoltaic investments surged by over 70% [1] - Investment in power supply security continues to expand, with coal and nuclear power sectors maintaining robust growth. Key coal power projects in East China, Central China, and Western Inner Mongolia have been completed and put into operation [1] Group 2 - Investment in new energy sectors is accelerating, with hydrogen energy project investments doubling in the first half of the year. Multiple green hydrogen projects in Jilin are progressing rapidly [1] - The investment in charging and swapping infrastructure has increased by nearly 70% year-on-year, while new energy storage and integrated source-grid-load-storage projects have also seen over 30% growth [1] - Private enterprises in the energy sector have experienced rapid investment growth, with a year-on-year increase of 27.8% in the first half of the year. Investments in distributed photovoltaic and land-based wind power have surged by over 40% [2]

国网上海市电力公司，上海电力交易中心，各有关经营主体： 新能源项目可报量报价直接参与市场交易，也可以聚合后参与市场交易，未直接或聚合参与市场交易 的，默认接受市场形成的价格。 据上海市发改委，上海市发展和改革委员会发布关于上海市贯彻落实新能源上网电价市场化改革有关事 项的通知，新能源上网电量全部参与市场交易。2025年底前，本市集中式光伏、集中式风电、分布式光 伏、分散式风电、生物质发电等新能源项目上网电量全部进入电力市场，通过市场交易形成上网电价。 通知提到，新能源项目可报量报价直接参与市场交易，也可以聚合后参与市场交易，未直接或聚合参与 市场交易的，默认接受市场形成的价格。 此外，通知称，健全中长期市场交易和价格机制。新能源项目公平参与本市年度、月度以及月内等周期 的中长期市场交易。允许供需双方结合新能源出力特点，合理确定中长期合同的量价、曲线等内容，并 根据实际灵活调整。探索组织开展多年期交易。鼓励新能源发电企业与电力用户、绿电需求企业签订多 年期购电协议、多年期绿电交易协议，提前管理市场风险，形成稳定供求关系。 关于上海市贯彻落实新能源上网电价市场化改革有关事项的通知 2.交易形式。新能源项目可报量报 ...

Core Viewpoint - The Shanghai Municipal Development and Reform Commission has announced a notification regarding the market-oriented reform of renewable energy grid connection prices, stating that all renewable energy grid-connected electricity will participate in market trading by the end of 2025 [1] Group 1 - All grid-connected electricity from renewable energy projects, including centralized solar, centralized wind, distributed solar, distributed wind, and biomass power generation, will enter the electricity market [1] - The market trading will determine the grid connection price for renewable energy [1]

Core Viewpoint - The National Energy Administration reported significant growth in energy infrastructure investment in China during the first half of the year, with a total investment exceeding 1.5 trillion yuan, marking a year-on-year increase of 21.6% [1] Investment in Energy Infrastructure - Investment in key energy projects under construction and planned for this year surpassed 1.5 trillion yuan, with growth rates exceeding 20% in eastern, central, and western regions [1] - Private enterprise investment continues to grow rapidly, with new energy investments increasingly focusing on green and innovative projects [1] Renewable Energy Investment - Investment in renewable energy generation has seen rapid growth, with land-based wind power investments in Guangxi and Xinjiang doubling compared to the same period last year [1] - Offshore wind power investments in Guangdong, Fujian, and Shanghai have been significantly released [1] - Centralized photovoltaic investments increased by 24.5% year-on-year, while distributed photovoltaic investments grew by over 70%, particularly in the eastern and central regions [1] - Investment in solar thermal power nearly doubled compared to the previous year [1] Power Supply Security Investment - Investment in coal and nuclear power sectors has maintained rapid growth, with key coal power projects in East China, Central China, and Inner Mongolia being completed to ensure summer power supply [1] - Investments in power grids and pumped storage have steadily increased, with over 160 key summer power supply grid projects completed on schedule [1] - Multiple ultra-high voltage direct current projects have been put into operation, and the Sichuan Panzhixi power grid optimization project has been fully completed [1] - Inter-provincial connection projects in North China, East China, Northwest, and Northeast regions are accelerating their preliminary work [1]