Core Viewpoint - The article outlines the guidelines for promoting the consumption and regulation of renewable energy in China, aiming to establish a new power system that accommodates a high proportion of renewable energy by 2035, with a focus on enhancing system regulation capabilities and optimizing energy consumption mechanisms [5][6]. Group 1: Overall Requirements - The guidelines emphasize the need for a multi-layered renewable energy consumption and regulation system to be established by 2030, ensuring that new electricity demand is primarily met by renewable energy sources [6]. - By 2035, a new power system that supports high proportions of renewable energy will be fundamentally established, with a unified national electricity market playing a crucial role in resource allocation [6]. Group 2: Classification Guidance for Renewable Energy Development and Consumption - The guidelines advocate for the coordinated development of renewable energy bases in desert and arid regions, promoting both local consumption and external delivery [7]. - There is a focus on optimizing the integrated development of hydropower, wind, and solar energy, particularly in southwestern regions with large hydropower bases [8]. Group 3: New Models and Innovative Development for Renewable Energy Consumption - The guidelines encourage the development of new business models for renewable energy consumption, such as integrated source-grid-load-storage systems and smart microgrids [10]. - Support is provided for the integration of renewable energy with industrial development, particularly in high-energy-consuming industries transitioning to cleaner energy sources [9]. Group 4: Enhancing the Adaptability of the New Power System to Renewable Energy - The guidelines call for the acceleration of system regulation capabilities, including the construction of pumped storage power stations and the promotion of advanced storage technologies [11]. - There is an emphasis on improving the grid's capacity to accept renewable energy, including the development of a new grid platform that enhances collaboration between main and distribution networks [11]. Group 5: Improving the National Unified Electricity Market System for Renewable Energy Consumption - The guidelines propose expanding a multi-level market system for renewable energy consumption, allowing for flexible trading mechanisms and promoting long-term purchase agreements [14]. - There is a focus on establishing market rules that accommodate the unique characteristics of renewable energy generation and distribution [15]. Group 6: Strengthening Technological Innovation Support for Renewable Energy Consumption - The guidelines highlight the need for breakthroughs in efficient renewable energy generation technologies, including advancements in solar and wind power [16]. - Emphasis is placed on the development of intelligent control technologies that enhance the dynamic sensing capabilities of the grid [17]. Group 7: Assurance Measures - The guidelines stress the importance of optimizing management mechanisms for renewable energy consumption, including setting regional utilization targets and ensuring coordinated planning [18]. - Responsibilities are clearly defined among various stakeholders, including government agencies, grid companies, and power generation enterprises, to ensure effective implementation of renewable energy consumption strategies [19].

文 | 科技日报 王禹涵 11月6日，西北电网成功组织实施国内首次新型储能跨省中长期交易， 51家独立储能电站 通过 省间中长期月内多通道集中竞价， 实现跨省充、放电量340万千瓦时 ，标志着我国在 新型储能 资源跨省灵活调用方面 取得重要突破。 本次交易创新实现了"午储新疆绿电，夜供三秦灯火"的储能跨省调用场景。在宁夏出现阴雨天 气、午间光伏资源不足的情况下， 国家电网有限公司西北分部提前启动储能跨省交易， 充分利 用储能富余能力，午间消纳新疆新能源电量200万千瓦时，晚高峰向陕西跨省送电140万千瓦 时。 国家电网有限公司西北分部交易专业人员陈前昌介绍，此次交易通过市场机制创新，激活了西北 存量储能资源潜力，验证了跨省交易机制的可行性，为后续常态化交易积累了宝贵经验。 新型储能凭借响应速度快、配置灵活、充放效率高等优势，在新能源大发时能够"充电存能"促消 纳，在用电高峰时能够"放电顶峰"保供电，已成为新型电力系统建设的优质调节资源。 截至10 月底，西北新型储能装机容量已超过2900万千瓦。 ESIE 2026 储能产业发展的风向标 预定展位详情咨询： 曹先生 13 5 5 2 7 1 2 1 8 9 王 ...

文 | 南网50Hz 11月9日，第十五届全国运动会开幕式在广东奥林匹克体育中心（以下简称"广东奥体中 心"）盛大举行。 南方电网公司积极打造首届"碳中和"全运会，采取100%绿电办赛。 首创"市电+储能"双主供模式保障开幕式舞台可靠供电，这一创新在国内外大型活动 保电领域尚属首创。 开幕式运用AIGC、AR、全息投影等技术，实现非遗文化与现代科技的跨界融合；在8万人 体育场营造影院级音效，灯光设计结合激光、威亚等技术，构建动态光影效果。南方电网 全力保障这场科技与文化融合的视听盛宴， 有力保障开幕式场馆24万米电力线路、3万个 灯头"零停电、零闪动"。 开幕式现场。新华社记者 杜宇 摄 南方电网交出优异保电答卷 获开幕式总导演郎昆、艺术总监陈维亚 "绿电点亮全运梦想 感谢南网的倾力守护 " 十五运会开幕式总导演 郎昆 " 湾区之光，同心绽放。 绿电保障，坚实力量。" 十五运会开幕式艺术总监 陈维亚 南方电网公司运用多项硬核科技手段保电： 首创 "市电+储能"双主供模式 保障开幕式舞台可靠供电，这一创新在国内外大型活动 保电领域尚属首创。 较传统柴油发电模式，此创新 不仅电压支撑和抗干扰能力更强， 还可减少二 ...

文 | 国务院新闻办公室 11月8日，国务院新闻办公室发布《碳达峰碳中和的中国行动》白皮书。 前言指出，为全面介绍五年来中国推进碳达峰碳中和取得的重大成就，分享中国碳达峰碳 中和工作的行动做法和实践经验，发布本白皮书。其中提到： 能源活动是碳排放的最主要来源，能源绿色低碳转型是实现碳达峰碳中和的关键。中国立 足基本国情和发展阶段，在保障能源安全的前提下，大力实施可再生能源替代，推进新型 能源体系和新型电力系统建设，为实现"双碳"目标提供有力支撑。 中国坚持先立后破，把大力发展非化石能源放在突出位置， 实现了全球规模最大、速度 最 快 的 新 能 源 发 展 ， 推 进 非 化 石 能 源 消 费 比 重 由 2020 年 的 16.0% 增 至 2024 年 的 19.8%，年均提高近1个百分点。 推动风电、光伏发电跨越式发展。中国坚持集中式与分布式并举，加快推进以沙漠、戈 壁、荒漠地区为重点的大型风电光伏发电基地建设，推动海上风电规范有序建设，积极推 广城镇、农村屋顶光伏，鼓励发展乡村分散式风电。 截至2025年8月底，风电、光伏发 电装机规模突破16.9亿千瓦，达到2020年的3倍以上，贡献了2020年以 ...

Core Insights - The article emphasizes India's emergence as a focal point in the global energy storage market due to its vast market potential and supportive policies, aiming for a 50 GW renewable energy generation target by 2030 [2] Group 1: Market Opportunities - India, with a population exceeding 1.4 billion, is experiencing a steady increase in electricity demand, providing significant collaboration opportunities for global energy storage companies [2] - The ESIE 2026 International Business Matching Conference aims to connect Chinese energy storage companies with over 50 countries, including Australia, the USA, Germany, India, Brazil, and regions in the Middle East and Africa [3] Group 2: Buyer Procurement Needs - Various buyers are seeking distributed energy storage systems (BESS) ranging from 100 kWh to 1 MWh for commercial users and microgrid projects [5] - Specific procurement needs include electric vehicle components, battery management systems (BMS), and high-efficiency bidirectional inverters for solar energy storage systems [6] - Buyers are also interested in energy management systems (EMS) for industrial parks and standalone projects, as well as components for distributed energy storage systems suitable for small and medium enterprises [7][13] Group 3: Event Details - The ESIE 2026 conference will focus on popular markets in Europe, America, Australia, the Middle East, and Asia-Pacific, inviting energy authorities, enterprises, and industry associations to participate [11] - The event will provide a comprehensive support chain for Chinese energy storage companies, including demand matching, technical exchanges, and project implementation [11]

Core Viewpoint - The National Energy Administration has issued guidelines to promote the integration of coal and renewable energy, aiming to develop clean energy in coal mining areas and establish a mature photovoltaic and wind power industry model by the end of the 14th Five-Year Plan [2][8]. Group 1: Opportunities in Energy Development - Opportunity 1: Large-scale renewable energy consumption is encouraged in coal-producing areas with suitable land and grid access, promoting the construction of large photovoltaic bases [3]. - Opportunity 2: The establishment of intelligent microgrids in mining areas is proposed, integrating various energy sources and storage systems for efficient utilization [3]. - Opportunity 3: The promotion of clean energy alternatives in mining transportation, including electric and hydrogen-powered vehicles, is emphasized to enhance the low-carbon transport system [3][10]. - Opportunity 4: The development of zero-carbon parks in key mining areas aims to reduce carbon emissions significantly, with a target of establishing around 100 national zero-carbon parks by the end of the 14th Five-Year Plan [4]. - Opportunity 5: Research and development in gravity energy storage and other key technologies related to coal and renewable energy integration are prioritized [4][13]. Group 2: Policy and Industry Dynamics - The integration of coal and renewable energy is included in the 14th Five-Year Plan, with support for local governments to utilize central budget funds and carbon reduction tools [5][14]. - Encouragement for distributed energy projects in mining areas to participate in the electricity market is highlighted, with energy storage being crucial for stable green electricity output [5][14]. Group 3: Major Tasks - Accelerating the development of photovoltaic and wind power industries in mining areas by utilizing land resources effectively and promoting local energy consumption [9]. - Promoting clean energy alternatives in mining operations, including electrification of equipment and the establishment of charging and hydrogen stations [10]. - Innovating green energy development methods through the establishment of intelligent microgrids and enhancing the use of green electricity in mining areas [11][12]. - Supporting the extension of the coal industry chain and the collaborative development of coal and renewable energy [12]. Group 4: Implementation and Support - The National Energy Administration will coordinate efforts to ensure the successful implementation of coal and renewable energy integration projects, with a focus on safety and regulatory compliance [15][16]. - Financial institutions are encouraged to provide credit support for projects integrating coal and renewable energy, ensuring effective communication between grid companies and project developers [14].

Core Viewpoint - The strategic cooperation between JA Solar Technology and Chuangneng New Energy marks a significant milestone in JA Solar's global strategy, aiming to enhance their competitiveness in the energy transition and promote the application of clean energy solutions globally [2][5]. Group 1: Strategic Cooperation Details - JA Solar and Chuangneng New Energy signed a strategic cooperation agreement focusing on joint research and sales of core energy storage products, including overseas DC systems, outdoor cabinets, and batteries [4]. - The collaboration aims to create a robust, efficient, and globally competitive energy storage supply chain, supporting JA Solar's global market expansion [4]. - Both companies expect to achieve a synergistic effect, enhancing their product competitiveness in international markets and providing integrated "solar-storage-charging" solutions to global customers [4]. Group 2: Company Strengths and Market Position - JA Solar is recognized as a leading manufacturer of photovoltaic products and energy storage solutions, with significant advantages in photovoltaic technology research and global capacity layout [4]. - Chuangneng New Energy possesses industry-leading production capacity and notable technological advantages in battery research, system integration, and lifecycle safety management [4]. - The partnership is expected to integrate core resources from both companies, contributing to a more comprehensive industrial ecosystem and promoting green low-carbon development globally [4]. Group 3: Future Outlook - This strategic cooperation is seen as a crucial step for JA Solar in leading the global energy transition, leveraging its extensive global service network and localized operational advantages [5]. - The company is committed to deepening its international market layout and promoting the widespread application of green energy solutions, aiming to become a leader in the global sustainable energy ecosystem [5].

Core Viewpoint - The article highlights the progress of the national unified electricity market in China, with the recent transition of the Sichuan and Chongqing electricity spot market to continuous settlement trial operation, achieving the goal set by the National Development and Reform Commission and the National Energy Administration ahead of schedule [2][3]. Group 1 - The continuous settlement trial operation of the electricity spot market in Sichuan and Chongqing began on November 1, marking the completion of 18 provincial-level spot markets in operation, two months ahead of the 2025 target for nationwide coverage [2]. - The inter-provincial electricity spot market, which started trial operation in 2022, is set to officially operate on October 15, 2024, significantly enhancing the optimization of cross-province electricity resource allocation [2]. - In October, the first inter-regional electricity spot trading with the Southern Power Grid was conducted, with a maximum transaction of 1.8 million kilowatts and a total electricity volume of 4.23 million megawatt-hours, marking a key step in the construction of a unified national electricity market [2]. Group 2 - The company has actively promoted the construction of a national unified electricity market under the guidance of the National Development and Reform Commission and the National Energy Administration, forming a multi-level unified electricity market system characterized by "unified market and two-level operation" [3]. - The inter-provincial and intra-provincial electricity spot markets are operating efficiently in coordination, effectively playing a regulatory role in the market and providing strong support for electricity supply and energy transition [3]. - As the construction of the electricity spot market continues to advance, the organization of electricity production has largely transitioned to a market-oriented model, optimizing production organization methods and improving the efficiency and refinement of electricity production [3].

Core Insights - The article discusses the announcement of qualified suppliers for energy storage systems for the years 2025-2027 by China Energy Conservation and Environmental Protection Group [2][3]. Group 1: Supplier List - A total of 15 companies have been selected as qualified suppliers for energy storage systems, including notable firms such as Sungrow Power Supply Co., Ltd., CATL, and BYD Auto [2][3]. - The list includes both established companies and new entrants, indicating a competitive landscape in the energy storage sector [4]. Group 2: New Entrants - Nine companies are making their debut on the qualified supplier list, which includes CATL, Beijing Haibo Sichuang Technology Co., Ltd., and Envision Energy [4]. - This influx of new suppliers suggests a growing interest and investment in the energy storage market, potentially enhancing innovation and competition [4]. Group 3: Tender Requirements - The recent tender process introduced a new performance requirement, stating that contracts with a capacity of less than 15 MWh will not be counted towards cumulative supply performance [2]. - This change aims to ensure that suppliers have substantial experience and capacity in delivering energy storage solutions [2].

Core Insights - The energy storage system bidding scale in October reached 3.2GW/12.6GWh, showing a year-on-year increase of 56.6% in power and 116.8% in energy, but a month-on-month decrease of 39.6% in power and 37.9% in energy [2][4] - The EPC (including PC) bidding scale was 6.0GW/15.1GWh, with a year-on-year increase of 58.4% in power and 43.5% in energy, but a month-on-month decrease of 32.3% in power and 35.5% in energy [2][4] - The decline in bidding scale is attributed to the seasonal adjustment in the bidding market as project construction progresses towards the end of the year [4] Bidding Scale - The energy storage system bidding scale in October continued its downward trend, with a significant year-on-year increase but a month-on-month decline [3] - The total number of bidding segments tracked was 157, which is a decrease of 4.8% year-on-year and 31.4% month-on-month [2] Regional Distribution - Ningxia led the national EPC bidding scale in October with 3.46GWh, primarily due to multiple projects in the Zhongwei area [7] - Xinjiang ranked among the top three in national EPC bidding scale for six consecutive months, with a focus on grid-structured projects [8] - Henan's EPC bidding scale reached 1.8GWh, with over 50% from user-side projects [8] Bidding Prices - The average bidding price for 2-hour energy storage systems was 576.7 yuan/kWh, showing a slight year-on-year decrease of 0.3% and a month-on-month decrease of 2.3% [12] - The average bidding price for 4-hour energy storage systems increased by 45.9% month-on-month, primarily due to several grid-structured projects [12] - The average bidding price for EPC projects was 1061.9 yuan/kWh for 2-hour systems, reflecting a year-on-year increase of 13.3% but a month-on-month decrease of 2.5% [15]