日前，国家能源局综合司下发《关于简化优化许可条件 加快推进增量配电项目电力业务许可工作的通知》，通知强调简化优化增量配电项目电力业务许可条件，助力社会资本参与增量配电业务；加快推进增量配电项目电力业务许可工作，进一步提高审核效率，提升服务质量。

1～6 月，投资方面，火电和风电投资同比下降，水电和核电投资同比增长。供给方面，新增发电生产能力同比增加，发电装机容量增速同比回落；发电量增速同比提高。需求方面，全社会用电量较快增长。

1～6 月，核电行业运行情况稳定。核电行业投资完成额204 亿元，投资继续保持较高水平增长，占电源投资比重为21.03%；二月以来未有新核电机组投入运营，新增装机量与上期保持不变，但较上年同期大幅提升；核能发电量、设备利用小时数均继续提升。重点核电项目中，阳江核电5 号机组具备商运条件；三门核电2 号机组获批装料；“华龙一号”主动脉顺利搭建完成。

据国家发改委网站消息，国家发改委自今日开始，就《供电监管办法(修订征求意见稿)》向社会公开征求意见。征求意见稿指出，供电企业不得擅自在电费中加收或者代收国家政策规定以外的其他费用。供电企业不得自立项目或者自定标准收费；对国家已经明令取缔的收费项目，不得向用户收取费用。

近日，国家能源局印发《电力行业应急能力建设行动计划（2018—2020 年）》，提出实现省、市、县三级大面积停电事件应急预案全覆盖，灾害导致重大以上大面积停电僐供负荷恢复80%以上及停电重点地区、重要城市负荷恢复90%以上的时间小于7 天等目标。

The Ministry of Industry and Trade is the central state agency that deals with policy regarding the use of mineral resources, energy, gas, mining, crude oil and trade. The Ministry of the Environment enforces environmental laws in the mining sector and has the right to revoke exploration and mining leases if laws are violated.

Croatia approved a legal framework for the exploration of oil and the production of oil and gas in 2013. The Hydrocarbons Exploration and Production Act (ZIEU) framework was aligned with EU oil and gas regulations. An updated Hydrocarbons Law was approved in 2018. The Mining Act (ZR), which also came into effect in 2013, is another key regulatory framework governing the oil and gas sector.

As part of a broader energy sector reform to boost the competitiveness and efficiency of the domestic oil & gas sector longdominated by large state-owned enterprises (SOEs), Beijing is gradually opening up the sector to more private and foreign participation. The pace of reforms to date has been carefully managed. Despite calling for broader SOE reforms in the 13th Five-Year Plan, the government has since campaigned for a bigger, better and stronger SOEs, and in certain instances, have introduced policies derailing private sector growth. A case in point is the domestic refining sector. After being allowed to grow rampantly over much of 2015-2016, the country's independent teapot refineries are coming under increasingly government scrutiny amid allegations of tax evasion and the need to comply with stricter environmental regulations. Although they retain the option to import crude directly from international suppliers, the teapots remain banned from exporting surplus fuels, which leave many of these players largely at the mercy of the health of the overall economy and fuels demand.

A high degree of government intervention and an opaque business environment will erode Chad's attractiveness to foreign investors. Despite this, the 2010 production sharing agreements are reasonable in their proposals and clear in their framework.

Brunei has plans to expand exploration and production in the upstream sector. For the downstream sector, the new refinery and petrochemical complex at Pulau Muara Besar will support the further diversification of Brunei's economy from crude oil exports, creating new revenue streams from more specialised products.

Chile privatised its electricity sector in the 1980s, and all generation, transmission and distribution activity is now in private hands. The National Energy Commission (Comisión Nacional de Energía, CNE) is largely responsible for the state regulation of the power sector, along with the Ministry of Energy. The government agencies in charge of governing and regulating Chile's electricity sector include: The National Energy Commission (CNE), which is in charge of devising the long-term development strategy for the power sector and determining the tariffs for the market's regulated clients. As per a law implemented at the end of January 2015, power purchase agreements (PPAs) to supply electricity to Chilean distributors (the regulated market) are auctioned by the CNE rather than by the distributors themselves. This means that the government is now responsible for the results of the long-term energy auctions, while distributors have only an administrative role.

In 2017, Chile was the world’s leading copper mine producer with a 27.2% share in global output, the second-biggest molybdenum mine producer with 20.4%, and the sixth-largest producer of silver, with 5.3%. The country also ranked first in the production of iodine with a 64.5% global share, second in lithium compounds with 32.8%, and eighth in potassium compounds with 2.8%. Mining is the thirdlargest economic sector in Chile, accounting for 10.1% of the country’s GDP, 2.6% of formal employment and 55.4% of national exports. Since late 2016, an upward trend in the prices of iron, molybdenum, coal, copper and lithium, has propelled a recovery of domestic mining production and exports, and led to the resumption of several investment projects. Mining exports rose by a robust 24.7% y/y in 2017, while the sector’s trade surplus widened to USD 36.9bn.

上周（2018.08.20-2018.08.24）5个交易日中，上证指数出现上涨，涨幅为2.27%，沪深300指数同样出现上涨，涨幅为2.96%。板块方面，电力及公共事业板块（中信）出现下跌，跌幅为0.03%，跑输沪深300指数2.99个百分点。其中，火电板块（中信）上涨0.85%，电网板块上涨1.26%，其他发电板块（中信）下跌0.14%，水电板块（中信）上涨0.05%。发电及电网板块市盈率为21.47倍，与沪深300指数市盈率（11.37倍）的溢价率为1.89，较上周略有下降。

7月风电数据保持强劲增势，未受到用电量增速放缓的影响。1-7月风电新增装机同比增长29.6%，环比提升4.3pct；上半年全国弃风率8.7%；风电设备利用率同比增加15.6%；累计发电量同比增长23%。补贴发放改善流动性，推动项目建设提速。受到补贴拖延的影响，应收账款同比大幅增加。在近期中期业绩会上，运营商高管向媒体表示，在9、10月份或将有一笔补贴下放。