文 | 甘肃电力交易中心 1月1 4日，甘肃电力交易中心发布甘肃电力市场运营报告（2025年11月）。 市场主体方面， 截至11月底，总计注册经营主体8603家，其中，独立储能企业达到18家。细分市场方面，11月， 调峰容量市场 参 与 申报市场主体23家，其中包含独立储能3家，边际出清价格为300元/兆瓦·日。 现货市场常态运行 ，其中，日前市场均价最高26 7元/兆 瓦时，最低53元／兆瓦时；实时市场均价最高266元／兆瓦时，最低75元/／兆瓦时。 调频市场 各类机组贡献调频里程43 3.03万兆瓦， 储能也是重要调频资源之一 经营主体市场注册 发电装机 截至11月，全省发电装机容量12160.36万千瓦，同比增长27.12%。其中， 水电971.99万千瓦 ，同比增长0.08%，占总装机比重（下 同）为7 .99%； 火电装机3425 .61万千瓦 ，同比增长36.42%，占28.17%； 风电3928.76万千瓦 ，同比增长2 7.57%，占32. 31%； 太 阳能383 4.0 0万千瓦 ，同比增长27.64%，占31.53%。 11月共有33 4家市场主体完成市场注册，其中电力用户320家、发电 ...

Core Viewpoint - The article highlights the significant achievements and contributions of the Zhongguancun Energy Storage Industry Technology Alliance (CNESA) in promoting high-quality development in the energy storage sector, emphasizing its role in policy support, technological innovation, standard formulation, industry services, and international cooperation [1]. Group 1: Establishment and Organizational Structure - The CNESA established the Communist Party of China Zhongguancun Energy Storage Industry Technology Alliance Flowing Party Branch Committee in July 2025, with 6 members covering key departments such as industry research and government affairs [3]. - The alliance promotes the concept of "strong party building, strong development" and has created the "Energy Pioneer" party-building activity brand to enhance members' ideals and beliefs [3]. Group 2: Involvement in National Planning - In 2025, CNESA actively participated in the top-level design of the energy storage sector, leading several core tasks, including the sub-topic research for the National Energy Administration's "14th Five-Year Plan" [7]. - The alliance provided critical policy recommendations and conducted special research on key areas such as energy storage capacity compensation mechanisms and zero-carbon park construction [7]. Group 3: Research and Development Initiatives - CNESA led a study on the "Market-Based Capacity Compensation Mechanism for Energy Storage," collaborating with various institutions to analyze energy storage technology characteristics and cost [9]. - The alliance also spearheaded a national key research project on "Value Benefits and Carbon Emission Assessment Technologies for Large-Scale Energy Storage," addressing industry pain points and developing cost assessment models [13]. Group 4: Industry Reports and Guidelines - In 2025, CNESA published seven significant research reports, including the "Energy Storage Industry Research White Paper 2025," which reached over 230,000 online readers and was widely cited by mainstream media [15]. - The alliance, in collaboration with leading companies, released the "Self-Regulatory Practice Guidelines for Container Lithium Battery Energy Storage Systems (2025 Edition)" to establish a fair market environment [18]. Group 5: International Events and Competitions - The 13th Energy Storage International Summit and Exhibition (ESIE 2025) attracted over 200,000 participants and featured more than 4000 companies, making it the largest global platform for energy storage industry exchange [22]. - The 9th International Energy Storage Innovation Competition (ESIC 2025) received 303 entries, showcasing industry innovation and serving as a core platform for technology exchange and capital connection [26]. Group 6: Global Cooperation and Networking - In 2025, CNESA accelerated its international outreach by organizing multiple international business matchmaking events and participating in global energy storage policy forums [33]. - The alliance's efforts in international collaboration aim to enhance the global presence of Chinese energy storage companies and strengthen their international influence [33].

文 | 楚能新能源 1月16日， 楚能新能源与埃及WeaCan、Kemet签署战略合作协议。 楚能新能源董事长代德明、Kemet董事会主席 Ahmed Salaheldin Abdelwahab Elabd 代表签约，埃及国家电力部 电力与可再生能源部长 Moustafa Kamal Esmat Mahmoud等政府 代表及相关企业高层共同见证。 根据协议，WeaCan和Kemet将作为项目落地的核心推动方，依托其在埃及本土深厚的行业资源与成熟的项目运作经验，全面负责应用场景对 接、政府审批协调、电网接入支持及本地化运营服务，为楚能储能产品的规模化部署提供坚实保障。楚能则作为技术与产品核心供应方， 将分 阶段供应总计达6GWh的高品质储能产品 ，确保产品在埃及电力系统中的安全稳定运行，并提供全周期技术支持服务。 埃及地处撒哈拉沙漠东翼，全年太阳能、风能充足，发展"光伏、风电+储能"具备得天独厚的自然条件。近年来，埃及积极推进能源结构转 型，明确提出到2030年将可再生能源发电占比提升至42%， 目前已建成多个百兆瓦级储能示范工程，并规划新增超过10GWh电网侧储能容 量 ，市场需求快速释放，储能产业将进入高速 ...

Core Viewpoint - The successful commissioning of the 100MW/200MWh Nalang Energy Storage Power Station marks a significant milestone for the region, enhancing grid flexibility and establishing a reliable profit mechanism through innovative frequency regulation services [2]. Group 1: Project Overview - The Nalang Energy Storage Power Station is the first large-scale independent energy storage project connected to the grid in Zhongshan City, contributing to the regional grid's flexibility [2]. - The project is invested and constructed by Shenan Electric Xiwai Energy (Zhongshan) Co., Ltd., with core equipment provided by the company, featuring a 1250kW centralized energy storage PCS [3]. Group 2: Technical Advantages - The energy storage PCS utilizes the second-generation enhanced hybrid grid technology and incorporates leading global IGBT drive technology and intelligent control algorithms, demonstrating significant advantages in response rate, command delay, and control precision [3]. - The energy storage system has achieved a maximum adjustment rate of 50Pn/s, with a response time of less than 5ms and an adjustment accuracy error of no more than 0.5%, significantly improving the stability and reliability of electricity supply for households [5]. Group 3: Industry Engagement - The company has confirmed its participation in the 14th International Energy Storage Summit and Exhibition (ESIE 2026), inviting industry peers to join this global energy storage event [6]. - The event is scheduled to take place from March 31 to April 3, 2026, at the Capital International Exhibition Center in Beijing [7].

Core Viewpoint - The article discusses two safety incidents related to the China Nuclear Energy Xinjiang Yili 1 million kilowatt wind power project, highlighting issues of safety management and reporting failures [2][10]. Incident One: "11·28" Safety Incident - The "11·28" incident involved a fatal accident due to a worker's violation of operational protocols, resulting in the death of one construction worker [3][5]. - The accident occurred on November 28, 2024, when a loader operated by Li Zhengrui ran over Zhang Jirong, who was resting under the vehicle [4][8]. - The project manager failed to report the incident to relevant authorities, leading to a cover-up until a whistleblower reported it in April 2025 [4][5]. Incident Two: "10·2" Safety Incident - The "10·2" incident involved two fatalities due to a subcontractor's unauthorized work during a mandated stop, caused by severe wind conditions leading to resonance vibrations [10][12]. - The incident occurred on October 2, 2024, when two workers were killed during the installation of a wind turbine under unsafe conditions [10][14]. - Similar to the first incident, the project manager did not report the accident, which was only revealed after a complaint was made to the emergency management bureau in April 2025 [14][15].

文 | 达茂旗发展和改革委员会 1月14日，关于包头市达茂旗2026—2027年新增独立新型储能建设项目优选结果的公示发 布，三个项目总规模为1GW/ 4GWh。 达茂旗翔鹏5 0万千瓦/ 2 0 0万千瓦时储能电站项目业主： 包头正信能源管理有限公司 内蒙古铭晟能源有限公司 蒙西新能源开发（达茂旗）有限公司 蒙西新能源开发（达茂旗）有限公司开林河500kV变电站20 0MW/ 8 0 0MWh网侧独立储能 站项目业主： 蒙西新能源开发（达茂旗）有限公司 博河公司达茂旗3 0万千瓦/ 1 20万千瓦时储能示范项目业主： 达茂旗博河新能源科技有限公司 公告原文如下： 关于包头市达茂旗2 0 26—2027年新增独立新型储能建设项目优选结果的公示 按照《内蒙古自治区能源局关于规范独立新型储能电站管理有关事宜的通知》（内能 源电力字〔2 0 2 5〕6 5 6号）、《内蒙古自治区能源局关于组织申报2 0 2 6年独立新型储能建 设项目清单的通知》（内能源电力字〔2025〕7 5 3号）等文件精神，经第三方服务机构评 审优选，形成了包头市达茂旗2026—2027年新增独立新型储能建设项目实施清单，现予 以公示。 公示 ...

Core Viewpoint - The announcement by the Hohhot Development and Reform Commission regarding the competitive allocation of independent new energy storage projects for 2027 highlights a significant initiative to enhance energy storage capacity in Inner Mongolia, with a total planned capacity of 2.2 GW [2][14]. Group 1: Project Overview - The total capacity for the independent new energy storage projects is set at 2.2 GW, which can be connected to various substations including Hongsheng, Chahar, New District North, Chuangye Two, Huo Feng, and Huanghe Shao [3][14]. - The individual project capacity must comply with relevant regulations and is required to be operational by the end of 2027 [4][14]. Group 2: Application and Participation Requirements - Companies wishing to participate must meet the criteria set by the Inner Mongolia Energy Bureau regarding the management of independent new energy storage stations [5][15]. - Participation is encouraged from various enterprises, including central state-owned enterprises, state-owned enterprises, and private companies, with total assets meeting the requirements for the construction of independent new energy storage projects [5][15]. Group 3: Submission and Evaluation Process - The application period for project proposals is from January 15, 2026, to January 23, 2026, with submission deadlines strictly enforced [9][11]. - The evaluation process will be conducted by a third-party review agency, focusing on the comprehensive strength of the enterprise, feasibility of the technical plan, and safety reliability [25][26]. Group 4: Regulatory Framework and Compliance - The projects must adhere to various regulations, including the "Implementation Guidelines for Independent New Energy Storage Projects" and other relevant notifications from the Inner Mongolia Energy Bureau [13][19]. - Companies must ensure that their project sites comply with land use policies and environmental protection regulations, avoiding sensitive areas [20][22].

Core Viewpoint - The State Grid Corporation of China plans to invest 4 trillion yuan during the "14th Five-Year Plan" period, representing a 40% increase compared to the previous plan, aimed at promoting high-quality development of the new power system industry chain and supply chain [2]. Group 1: Investment and Development Goals - The investment will focus on green transformation, aiming to support an average annual increase of 200 million kilowatts in installed wind and solar energy capacity, with non-fossil energy consumption expected to reach 25% and electricity's share in final energy consumption to reach 35% [2]. - The company aims to enhance system regulation capabilities and optimize the layout of pumped storage stations to support large-scale development of new energy storage [2]. Group 2: Infrastructure and Technological Advancements - The State Grid will establish a new power grid platform characterized by collaborative main and distribution networks, enhancing the "West-to-East Power Transmission" and "North-to-South Power Supply" networks, with cross-regional transmission capacity expected to increase by over 30% compared to the end of the previous plan [3]. - The company will accelerate the construction of ultra-high voltage direct current transmission channels and improve the flexibility of inter-regional support capabilities [3]. Group 3: Operational Efficiency and Strategic Focus - The company emphasizes internal development by enhancing operational management and optimizing long-term strategies and resource allocation, focusing on cost control and quality improvement in investments [4]. - The State Grid aims to play a stabilizing role in the national economy through sustained high-intensity investments, ensuring energy security and contributing to the establishment of a new energy system [4].

文 | 中车时代电气 近日， 株洲中车时代电气股份有限公司 完成入会流程，正式成为中关村储能产业技术联 盟会员单位。 1月1 3日，中车时代电气三大新能源解决方案重磅发布： 大型光储解决方案、下一代光储 解决方案及大型制氢解决方案。 中车时代电气将其在高铁牵引变流、智能控制与超高标 准可靠性领域数十年的尖端技术底蕴，系统性注入新能源装备。 模块化光储变流器解决方案 基于海外主型模块化产品1100kW光伏逆变器及1 2 5 0 kW储能变流器，中车时代电气推出 全新8 . 8MW逆变升压一体机及5MW变流升压一体机解决方案，凭借其高效发电、安全可 靠、电网友好、智能运维等突出性能，迅速成为展会明星，该方案可全面适应中东地区高 温、高风沙、高湿度等恶劣环境，满足吉瓦级光储电站稳定并网需求。 新一代光储解决方案 锚 定 储 能 系 统 技 术 发 展 趋 势 ， 中 车 时 代 电 气 推 出 全 新 一 代 4 6 0 kW 组 串 式 光 伏 逆 变 器 、 3 4 50kW液冷储能变流器及13.8MW变流升压一体机解决方案。通过将高效自主器件、先 进散热技术、构网技术等深度融合，大幅度提升产品可靠性、易维护性 ...

Group 1 - The total scale of the independent new energy storage project in Karamay City is 500MW/2GWh, with three segments awarded to different companies [2] - The first segment is awarded to Karamay Shengdatong Energy Storage Technology Co., Ltd. with a capacity of 250MW/1GWh [2] - The second segment is awarded to Karamay Rongshengyuan Energy Generation Co., Ltd. with a capacity of 150MW/600MWh [2] - The third segment is awarded to Karamay Xinyuan Energy Storage Co., Ltd. with a capacity of 100MW/400MWh [2] Group 2 - The winning bid for the first segment by China Metallurgical Group Corporation (MCC) is ¥9,800,004,866.32, with a unit price of ¥0.98/Wh [3] - The winning bid for the second segment by MCC is ¥39,187,564,643.95, with a unit price of ¥0.65/Wh [3] - The winning bid for the third segment by MCC is ¥58,797,788,835.68, with a unit price of ¥1.47/Wh [3]