2025年国际能源变革论坛于10月23日至25日在江苏苏州举办。论坛期间，中能传媒记者专访了安哥拉能源部国务秘书阿尔林多·卡洛斯。在他看 来，中国已成为安哥拉水力能源领域的重要合作伙伴，两国未来前景广阔。 安哥拉共和国当前能源发展情况怎样？ 安中能源水利合作成果丰硕、未来可期 ——访安哥拉能源部国务秘书阿尔林多·卡洛斯 更重要的是，我们认为未来的中安能源合作应遵循"因地制宜、互利共赢"的原则，不应采用"一刀切"的固化模式，也不应是简单的"处方式"输出， 而需充分结合安哥拉的资源禀赋（如水电、风能、太阳能潜力）与发展需求，同时对接中国的技术优势与产业资源。例如，可再生能源的合作不应 局限于风电场、光伏电站的建设，还可延伸至储能技术应用、能源高效利用等全产业链领域；此外，安哥拉拥有丰富的战略矿产资源，而这些矿产 正是支撑全球电力产业（尤其是新能源产业）未来发展的关键要素，双方可探索"战略矿产开发+能源生产"的联动模式，既满足安哥拉国内工业用能 需求，又通过矿产与能源产品的产业化输出，为安哥拉带来经济收益，夯实金融稳定性以反哺其他领域发展。 我们希望，安中双方共同参与项目规划、技术研发与产业运营，既强化合作的深度， ...

Core Insights - Bosnia's energy sector is undergoing significant transformation and facing serious challenges, as highlighted by the chairman of the CIGRE conference, Zijad Bajramovic [1] Energy Production and Investment - Despite a decline in coal production and unfavorable hydrological conditions last year, investments in renewable energy generation have seen substantial growth [1] - Bosnia plans to construct approximately 1500 megawatts of solar and wind power capacity over the next three years, with an expected annual generation of about 3 terawatt-hours [1] Infrastructure and System Risks - The electricity grid structure in Bosnia is projected to face risks of system congestion and instability, with an estimated need for around 1.4 billion marks for upgrades to the transmission and distribution systems by 2030 [1] Regulatory Developments - Starting from early 2026, the EU Carbon Border Adjustment Mechanism (CBAM) will fully impact Bosnia's electricity exports [1] - Bosnia has committed to establishing a power exchange and a carbon emissions trading system, with the recently passed Electricity Regulation, Transmission, and Market Law being a crucial step towards integrating with the European electricity market and avoiding CBAM taxation before 2030 [1] Conference Participation - The energy conference has over 500 engineers and experts from Bosnia, Croatia, Slovenia, and Serbia, focusing on topics such as electrification of transport, large-scale application of heat pumps, battery system investments, and development in industrial and service sectors [1]

Core Insights - The investment promotion conference in Lhoka County, Tibet, resulted in two strategic cooperation agreements and four key industry project signings, with a total investment scale of 3.071 billion yuan [1][2] Group 1: Clean Energy Development - Lhoka County is rich in hydropower, wind, and solar energy resources, providing favorable conditions for the construction of hydropower stations, wind farms, and photovoltaic power plants [1] - Multiple clean energy projects are currently in the planning and construction stages [1] Group 2: Cultural and Agricultural Integration - The county aims to leverage natural attractions like Mount Kula Gangri and Lake Baima Lin, integrating local intangible cultural heritage and specialty agricultural products to create a comprehensive development model combining sightseeing, cultural experiences, and unique agricultural products [1][2] - The government plans to develop a clean energy industry cluster, new tourism consumption projects, and specialty industrial chains based on local resource endowments [2] Group 3: Infrastructure and Policy Support - Key officials highlighted Lhoka's core advantages in policy support, industrial foundation, and market space for clean energy and cultural tourism [2] - Future plans include enhancing resource potential, improving infrastructure, and increasing service efficiency to promote the integration of clean energy and cultural tourism [2]

新疆将丰富的"风光"资源转化为驱动高质量发展的绿色引擎，为中国式现代化新疆篇章写下生动注脚。 这里是占国土面积1/ 6的广袤热土——新疆。戈壁上一片片光伏矩阵、荒漠上列阵的白色风机，追光逐日、捕风聚能，将大自然的能量 转变为清洁绿电，源源不断送往全国，点亮万家灯火。 和田地区洛浦县东部15公里处，在塔克拉玛干沙漠南缘的灼热空气里，中广核和田洛浦50万千瓦光伏治沙示范电站的220千伏汇集站， 正将清洁电力输送至22 0千伏洛浦变电站。这个由150个3.3MW、2个2.5MW光伏方阵组成的光伏电站，2024年10月开工建设，今年5 月23日并网投运，每年可向电网供应清洁电能9.63亿千瓦时，相当于节约标准煤28.9 6万吨、减排二氧化碳约80.51万吨。 离洛浦县数百公里外的巴州若羌县，格库铁路以东以及库若高速公路以西的若羌1 00万千瓦风电场内，目之所及，风机矗立。东区67台 7.5MW 风 机 与 西 区 74 台 6 .7MW 风 机 ， 沿 东 北 风 主 导 方 向 依 次 排 布 。 " 项 目 20 23 年 12 月 26 日 投 运 ， 配 套 建 设 2 座 220kV 汇 集 站 及 50M ...

Group 1 - The fifth "East Asia-Latin America Regional Research Partnership Dialogue" conference was held in Beijing, emphasizing the importance of cooperation between East Asia and Latin America in areas like green transformation and digital governance [1][5] - China is recognized as a key player in facilitating cooperation between East Asia and Latin America, promoting inclusive economic globalization and enhancing political trust [1][2] - The conference highlighted the need for a solid cooperation framework to transform the partnership between East Asia and Latin America, particularly in trade, investment, and technology [2][3] Group 2 - The strategic benefits of cooperation with China were illustrated through the example of the "Belt and Road" initiative, specifically the construction of the Chancay Port in Peru, which enhances trade connectivity [3] - There is a call for increased collaboration in science, technology, sustainable development, and youth exchanges, with a focus on digital economy and artificial intelligence [3][4] - The Andean Community is actively pursuing energy transition initiatives, aiming to replace traditional fossil fuels with renewable energy sources, and seeks collaboration with East Asian countries, especially China, in clean energy technology [4] Group 3 - The conference aimed to strengthen collaborative research efforts between East Asian and Latin American institutions, promoting multilateral dialogue and cooperation [5] - A special forum for young scholars was held to envision high-quality economic and trade cooperation between East Asia and Latin America from the perspective of youth [5]

集团始终坚持电站精细化管理战略导向，近期运营水准再上新台阶，这集中体现了集团在运维效能提升 方面的紮实成果。通过高效的区域化管理架构和集控中心平台实践，成功打造了以设备精益运维为核心 的运营体系。作为集团运营的「智慧大脑」，集控中心实现了全域数据的即时监控与智能分析，显著提 升了区域管理效能。 未来，集团将持续深化区域化与集控技术在运营体系中的应用与优化。充分发挥精益运维、区域协同及 电力交易的专业优势，依托集控数据赋能，积极参与电力市场交易机制，力争在行业对标中取得优异成 绩，为集团高质量发展和能源绿色转型贡献坚实力量。 格隆汇8月20日丨山高新能源(01250.HK)公告，2025年7月，中国电力企业联合会正式发布了2024年度全 国新能源场站生产运行统计指标对标结果。经过严格的评审与激烈的角逐，集团在全国同区域同类型场 站综合对标评比中表现卓越，旗下项目共斩获7个「AAAA级优胜电站」和5个「AAA级优胜电站」的 佳绩。这一权威评比结果，充分彰显了行业对公司设备管理、效能提升及安全生产精益化管理卓越水准 的高度认可。 据中电联官方报告统计，本次评比对来自45家发电（投资）集团及新能源公司的2,060座集 ...

Group 1 - The core viewpoint emphasizes Tibet's commitment to creating a national ecological civilization highland and promoting green development through extensive afforestation and ecological restoration efforts [1] - The Lhasa Beishan Lalu Wetland ecological restoration area is part of the South-North Mountain greening project, which has significantly improved afforestation effectiveness through optimized planting strategies [1] - As of now, the South-North Mountain greening project has completed afforestation on 1.0793 million acres, planting over 120 million saplings with a survival rate exceeding 85% [1] Group 2 - The integrated development model of "wind power + photovoltaic power station + energy storage system" in Shigatse City is expected to generate an average annual power output of over 570 million kilowatt-hours, saving 164,200 tons of standard coal and reducing CO2 emissions by 450,100 tons [2] - Tibet is advancing clean energy base construction with a focus on hydropower, photovoltaic, and lithium battery storage, achieving a clean energy installed capacity of 27.06 million kilowatts, with a clean energy share of 96.32%, ranking among the top in the country [2]

Core Viewpoint - The Australian Energy Market Operator (AEMO) has successfully implemented the Frequency Performance Payment (FPP) reform in the National Electricity Market (NEM), which is seen as a significant milestone for the NEM, effective from June 8, 2025 [1] Reform Key Changes - The reform includes two major changes: the abolition of the "causer pays" model and the introduction of a new framework based on a five-minute contribution factor, primarily affecting semi-scheduled assets like solar and wind farms [2] - A new funding pool has been created under the FPP, charging units with poor frequency performance and compensating those with good performance, benefiting battery storage system owners due to their rapid response capabilities [2] Chain Effects and Additional Benefits - The change from the "causer pays" model will alter how large solar and wind farms share costs, eliminating existing loopholes and prompting owners to seek more accurate forecasting technologies [3] - The FPP framework is expected to attract international capital investment in NEM storage projects, enhancing grid reliability amid the shutdown of coal-fired power plants and the proliferation of investor-owned generation [3] Ensuring Mechanism's Continued Applicability - The FPP framework is designed to be configurable, allowing AEMO to respond to future market changes while maintaining the fundamental calculation rules [4] - AEMO can adjust levers to accommodate performance differences among various assets, ensuring the mechanism remains relevant as energy transition progresses [4]

Core Viewpoint - The report discusses the financial and operational performance of China Shipbuilding Technology Co., Ltd. (CSTC) following its restructuring and asset transfers, highlighting the company's commitments to profit guarantees and the implications of asset sales on its ongoing operations [1][6][15]. Group 1: Asset Restructuring and Financial Performance - CSTC has completed the acquisition of 100% of China Shipbuilding Marine Engineering Co., Ltd. and other related assets, with a total transaction value of 21.18 billion RMB, accounting for 19.26% of its net assets [1]. - The company has adjusted the profit commitments for its wind power assets, with actual completion rates of 139.26% and 71.07% for two key subsidiaries [1][10]. - The total assets and net assets of CSTC's subsidiaries involved in the restructuring were reported at 1,127,951.40 million RMB and 287,780.67 million RMB, respectively [5]. Group 2: Asset Transfer Details - The report outlines the asset transfer details, including the names, transaction dates, and financial metrics of the assets sold, emphasizing the need for fair pricing compared to industry standards [2][4]. - The average transaction price for similar wind power assets in the industry ranges from approximately 1.36 million RMB/MW to 4.48 million RMB/MW, indicating that CSTC's pricing is competitive [5]. - CSTC has engaged in multiple asset transfers, with a focus on enhancing operational efficiency and financial returns through strategic divestments [6][14]. Group 3: Performance Commitments and Sustainability - CSTC has established performance commitments for its subsidiaries, with ongoing evaluations of their ability to meet these targets amid changing market conditions [8][12]. - The company has implemented a rolling development model for its renewable energy projects, which is expected to enhance its operational sustainability and financial performance [13][14]. - The ongoing performance of CSTC's subsidiaries shows mixed results, with some achieving profit commitments while others have faced challenges due to market dynamics [10][11].

Core Insights - The Independent System Operator of Bosnia and Herzegovina (NOSBiH) has developed a ten-year indicative plan for power generation from 2026 to 2035, focusing on utilizing local resources to meet domestic electricity demand [1] - The plan highlights the current installed capacity of wind farms at 3,800 megawatts and solar power plants at 12,500 megawatts [1] - A public hearing regarding this plan is scheduled for April 29 at NOSBiH's headquarters in Sarajevo [1] Group 1 - The indicative plan aims to provide information for the integration of new power generation facilities into the transmission network, prioritizing local resource utilization [1] - NOSBiH warns that insufficient transmission capacity could limit electricity exports if generation capacity is increased as planned [1] - The plan suggests that a simultaneous development of peak power facilities is necessary to avoid potential system balance capacity shortages [1] Group 2 - As of 2024, Bosnia and Herzegovina has four solar power plants with a total capacity of 206 megawatts and one wind farm with a capacity of 84 megawatts connected to the grid [1] - In February, an additional 25-megawatt wind farm named Ivan Sedlo was connected, with several solar projects, including a 11.96-megawatt project, expected to begin trial operations by the end of the year [1] - To address the lag in transmission network construction, NOSBiH proposes battery storage systems as a medium-term solution, requiring a configuration of 225 megawatts/450 megawatt-hours to balance the integration of 1,500 megawatts of solar and 1,000 megawatts of wind power [2] Group 3 - NOSBiH has collaborated with the German International Cooperation Agency (GIZ) to explore profitable business models for storage systems through ancillary services markets [2] - The increasing integration of renewable energy in the Western Balkans raises concerns about potential transmission network congestion and complex system regulation challenges by 2026 [2]