暂行办法确定了核电保障性消纳的基本原则为“确保安全、优先上网 、保障电量、平衡利益”。除了在上网电量和电价上给予保障，更提出跨省区消纳，要求地方积极配合。

国家能源局近日发布《关于 2017 年度风电投资监测预警结果的通知》（以下简称《通知》），明确 2017 年风电投资监测预警结果，内蒙古、黑龙江、吉林、宁夏、甘肃、新疆（含兵团）等省（区）为风电开发建设红色预警区域。《通知》明确，红色预警的省（区）不得核准建设新的风电项目，并要采取有效措施着力解决弃风问题。电网企业不得受理红色预警的省（区）风电项目的新增并网申请（含在建、已核准和纳入规划的项目），派出机构不再对红色预警的省（区）新建风电项目发放新的发电业务许可。不得核准建设新的风电项目，并要采取有效措施着力解决弃风问题。

国家能源局近日复函同意福建省海上风电场工程规划报告。复函指出同意福建省海上风电规划总规模 1330 万千瓦，包括福州、漳州、莆田、宁德和平潭所辖海域 17 个风电场。到 2020 年底，福建省海上风电装机规模要达到 200 万千瓦以上，到 2030 年底要达到 300 万千瓦以上。

Japan's plan to bridge the country's nuclear gap with coal has created new opportunities for valve manufacturers. On average, 5,000-7,000 units of valves are required in a coal-powered plant. The country plans to add 43 coal-fired plants that can generate 20.5 GW of power. This development is expected to create huge growth prospects for vendors in the global valves market for the power industry. APAC is likely to have a positive influence on the market's growth, as the region is expected to add an increased number of nuclear and coal power plants during the forecast period. China is projected to construct 40 nuclear power plants in five years, and the construction of 200 GW of coal power plants is underway. Asian economies such as India, Indonesia, the Philippines, Thailand, and Malaysia are expected to add coal capacity in pipelines, which will augur well for the global valves market for the power industry.The market potential of the valves industry has accelerated mergers and acquisitions across the world. Rise in competition among vendors and the need to expand their geographical presence and product portfolio to meet the growing demand has positively influenced the market. For instance, in 2016 Emerson Electric signed a deal to acquire the valves and controls unit of Pentair, and in 2015 IMI Critical completed the acquisition of Bopp & Reuther.In this report, Technavio covers the present scenario and growth prospects of the global valves market for the power industry 2016-2020. The market size has been calculated based on the demand for valves from the power industry. The average price of different types of valves has been taken into consideration for estimating the market revenue.

Cooling solutions are used in data centers worldwide to lower the heat generated by IT equipment. Data centers operate CRAC and CRAH units, including air conditioners, chillers, cooling towers, economizers, humidifiers, and modern containment systems that offer rack cooling. These cooling units involve the use of air and liquid-based cooling techniques. As the cooling process accounts for 36% of the power consumed in data centers, vendors are innovating and testing techniques to reduce the operational expenditure (OPEX) associated.

【上周工作】上周工作：调研迪森股份、盈峰环境、深圳燃气、梅安森、神 雾节能，并将神雾节能于 2 月 28 日列入核心池；上海、深圳路演【中期观点-季度或半年维度更新】PPP 行业方面，再次启动应来自于，财政 部部 长的更迭完成，年底资金利率上行的困扰消失，国内经济形势的再次下 探、和供给侧改革的继续深入，这几大因素虽然未必能赶在 2016 年年底出现， 但在 17 年发生是必然。PPP 行业获得认可已是市场共识，行情可以发展多 大，可以持续多久则是我们未来需要向市场宣讲的主要方向。节能板块，高 耗能行业的中长期转型，和中国能源/资源行业的属性调整关键点均在节能， 我们始终看好这一板块，除把神雾环保作为核心池标的继续推荐外，把神雾 节能也列为重点推荐标的。资源回收板块，受益于美国基建预期，和大宗品 价格反弹预期，或有联代机会，但仍需观察。 

16 日从光伏行业 2016 年发展回顾与 2017 年形势展望研讨会上了解到，中 国光伏行业协会预测，2017 年全球光伏市场仍将保持增长势头，其中中国市场 启动将呈现先紧后松态势，前三季度紧，四季度较松，在普通项目(12.6GW)、领 跑技术基地(5.5GW)、光伏扶贫(4.81GW)、增补指标(10GW 以上)、分布式光伏 等多因素驱动下，新增装机容约为 20-30GW。而水电水利规划设计总院研究 员秦潇则预计，2017 年上半年新增规模将会超过 10GW。 国家能源局、工信部等多部门将出台技术创新、产业体系等方面的新政，其 中最为关键的是将全面实行竞争性项目分配，优先支持分布式。

继国网北京公司代理郊区非居民用户通过电力交易中心进行直接交易之后，河北也采取了同样的做法，由国网河北公司作为购电方向山西的发电企业购电，3月份拟购电量为10.85亿千瓦时。看来，该做法有继续在其他省区蔓延的架势。