On June 5, Sealand securities research report pointed out that optimistic about power equipment to the sea.1) Power grid main equipment enterprises go overseas: On the demand side, the global energy transformation brings up the demand for power equipment, and the short-term mismatch between supply and demand is expected to better open up the overseas market for domestic enterprises. On the supply side, the barriers to the sea mainly come from the high entry threshold of power grid enterprises as the main customer group, and domestic high-quality enterprises are expected to achieve constant strong.2) Digital enterprises related to electricity meters: Domestic electricity meter companies have replaced international giants in some overseas markets, and this trend is expected to be replicated in a larger range. Meanwhile, electricity meter companies are expected to reuse the grid customer channels and develop the sales of overseas distribution network main equipment.

"If the 1990s were the decade of wind power, the 2000s the decade of solar power, and the 2010s the decade of batteries, then in the 2020s we will be the next frontier of the energy transition: hydrogen."The International Monetary Fund summarizes the past and future of global energy.

Hydrogen energy, as an important development direction of future energy, has gained great attention in China. This year's government work report proposed to "accelerate the development of cutting-edge emerging hydrogen energy, new materials, innovative drugs and other industries", which also pressed the acceleration key for the development of the hydrogen energy industry.

In recent years, Shanghai Electric has also accelerated the layout of the whole industry chain of hydrogen energy. In the 2024 Shanghai International Carbon neutral Technology, Products and Achievements Expo (hereinafter referred to as "Shanghai International Carbon neutral Expo"), a number of innovative products appeared, providing a new path for green and low-carbon transformation.

From: China Electric Power News Network

China Energy News Network (reporter Wang Ke) On May 31, the Comprehensive Department of the National Energy Administration issued the announcement on the comprehensive supervision of the power field in 2024 (hereinafter referred to as the "Announcement"). From June to September, the National Energy Administration will carry out comprehensive power supervision in Heilongjiang, Anhui, Shandong, Guangxi Zhuang Autonomous Region, Sichuan Hui Autonomous Region and Ningxia Hui Autonomous Region, according to the announcement.

The comprehensive supervision work is divided into four stages: start-up deployment, self-inspection, on-site supervision and problem disposal. The supervision objects is power grid enterprises, power generation enterprises and power trading institutions in 6 provinces (autonomous regions)."Announcement" clear, regulatory content including coal planning and construction, upgrade target task completion, power grid fair and open access services, power grid enterprises take advantage of natural monopoly to the downstream competitive link extension, power dispatching trading and market order, renewable energy given, "power" service level improvement, etc.

According to the National Energy Administration previously issued the notice of 2024 power field comprehensive supervision work, start 2024 power field comprehensive supervision, aims to give full play to the regulatory work in the social public interests, promote the power major planning policy implementation, maintain the power market order and market members, improve the important role of the overall efficiency.

The comprehensive regulation will focus on regulation since 2023 power dispatching operation and trading organization of compliance, fairness and rationality, trading contract and grid scheduling agreement for the record and execution, rules, execution and transaction settlement, information disclosure and submit, generator set into and exit business operations, market operations and market management committee to perform the main body responsibility, and so on and so forth.