以下文章来源于飔合科技 ，作者飔合科技 飔合科技 . 用交易链接更广阔的绿色海洋；用科技创造更可靠的能源交易；用服务塑造更可信的飔合名片。 文 | 中关村储能产业技术联盟 国家能源局数据显示，我国可再生能源正经历"台阶式跃升"，可再生能源发电装机占比由"十四五"初期的40%提升至当前的60%左右，风电、 光伏产业发展力度空前，规模化发展速度全球领先。 当前全社会用电量中，每3度电就有1度来自绿电 ，非化石能源占比每年提升1个百分点， 预计超额完成"十四五"20%的目标。 高比例新能源装机占比的同时，电力市场建设也紧随其后，尤其是136号的发布在政策上明确了新能源全面入市的目标，市场主体参与深度也将 随之持续增强、广度持续扩张，市场竞争博弈态势将变得更为复杂激烈。 电力市场面临的新挑战 具体到AI智能交易方面，飔合科技聆风数智产品矩阵与SISI AI大模型，涵盖电力交易平台、智储管理平台、智慧售电平台、AI智能交易策略 等，覆盖多用户角色、多业务场景、多资产类型，提供电力交易全流程数智化解决方案。 针对大模型发展趋势，飔合科技数智产品总监燕兆也曾提到，大模型技术将在电力市场中的各场景、各方面持续渗透，从现阶段基 ...

文 | 新华社 中国共产党第二十届中央委员会第四次全体会议公报 （2025年10月23日中国共产党第二十届中央委员会第四次全体会议通过） 中国共产党第二十届中央委员会第四次全体会议，于2025年10月20日至23日在北京举行。 出席这次全会的有，中央委员168人，候补中央委员147人。中央纪律检查委员会常务委员会委员和有关方面负责同志列席会议。党的二十大代表中 部分基层同志和专家学者也列席了会议。 全会由中央政治局主持。中央委员会总书记习近平作了重要讲话。 全会听取和讨论了习近平受中央政治局委托所作的工作报告， 审议通过了《中共中央关于制定国民经济和社会发展第十五个五年规划的建议》。 习 近平就《建议（讨论稿）》向全会作了说明。 全会充分肯定党的二十届三中全会以来中央政治局的工作。一致认为，中央政治局认真落实党的二十大和二十届历次全会精神，坚持稳中求进工作 总基调，完整准确全面贯彻新发展理念，统筹推进"五位一体"总体布局，协调推进"四个全面"战略布局，统筹国内国际两个大局，统筹发展和安 全，进一步全面深化改革，扎实推动高质量发展，推进社会主义民主法治建设，加强宣传思想文化工作，切实抓好民生保障和生态环境保护， ...

Core Viewpoint - The construction of smart microgrids in Hangzhou faces challenges such as weak corporate willingness, a single profit model, an incomplete market mechanism, and significant safety risks [2][3][7]. Group 1: Current Status and Challenges - Hangzhou's power supply reliability exceeds 99.998%, ensuring sufficient electricity supply and quality, leading companies to prioritize economic returns when investing in photovoltaic and energy storage systems [2][7]. - The current microgrid users in Zhejiang primarily rely on photovoltaic "self-use and surplus electricity online" and energy storage "peak-valley price difference" to save energy costs [2][7]. - The existing market mechanism is not fully developed, with microgrid users mainly depending on limited profit models, and other services like frequency regulation and system backup are not included in market transactions [7][9]. Group 2: Supportive Policies and Technical Standards - National and provincial policies encourage the construction of smart microgrid projects, including the "Action Plan for Accelerating the Construction of a New Power System (2024-2027)" and local implementation opinions that provide financial incentives for photovoltaic projects [4][5]. - Since 2016, over twenty national standards related to microgrids have been released, with ongoing revisions and the establishment of a comprehensive standard system covering various aspects of microgrid development [5]. Group 3: Pilot Projects and Future Directions - Several pilot projects have been initiated in Hangzhou, including the West Lake Aerospace Zero Carbon Smart Energy Center and other integrated demonstration projects [6]. - Future work will focus on identifying key application scenarios, optimizing development strategies based on pilot project experiences, and enhancing policy coordination to support microgrid development [9][10].

Core Viewpoint - The article highlights the strong financial performance of CATL in Q3 2025, with significant growth in revenue and net profit, driven by the increasing demand for energy storage and battery products in various sectors, including data centers and electric vehicles [2][9]. Financial Performance - In the first three quarters of 2025, CATL achieved a revenue of 283.07 billion yuan, a year-on-year increase of 9.28%, and a net profit attributable to shareholders of 49.03 billion yuan, up 36.2% [2]. - For Q3 2025 alone, the revenue was 104.2 billion yuan, reflecting a 12.9% year-on-year growth, while the net profit reached 18.55 billion yuan, marking a 41.21% increase [2][9]. Product and Market Strategy - CATL reported a total shipment of nearly 180 GWh for power and energy storage in Q3, with energy storage accounting for approximately 20% of the total [3][9]. - The company is accelerating the production of its 587Ah energy storage cells, which are designed to balance energy density, safety, and longevity, anticipating an increase in the product's market share [4][11]. Industry Trends - The energy storage business model is maturing, with growing economic viability and rapid demand growth both domestically and internationally, particularly driven by the expansion of AI data centers that require stable green power sources [5][11]. - The safety and reliability of large-scale energy storage systems are critical, with a focus on achieving a failure rate of PPB (parts per billion) to ensure long-term operational safety [6][11]. Inventory and Supply Chain - The increase in inventory by 8 billion yuan is attributed to the expansion of business scale and preparations for future deliveries, with inventory turnover days remaining stable, indicating normal operational flow [8][10]. Sodium Battery Development - CATL's sodium-ion battery has advantages in low-temperature performance, carbon footprint, and safety, and is being developed for various applications, including passenger and commercial vehicles [7][10].

根 据 CNESA Datalink 全 球 储 能 数 据 库 不 完 全 统 计 ， 9 月 ， 用 户 侧 储 能 新 增 装 机 规 模 243.56W/488.22MWh，同比+38%/+18%，环比-41%/-46%。用户侧新型储能项目装机呈现以下 特点。 用户侧储能的市场格局愈发清晰。报告显示， 超过70%的装机来自冶金、化工、纺织等高 耗能企业 ，"降碳保供"已成为刚需。 从峰谷价差来看，广东部分地区的峰谷价差持续保持在1元/kWh，年充放电次数可达600次 以上，套利空间较大。 这与该省备案项目"能量规模同比增长359%"相互印证。 然而，频繁调整的分时电价政策， 也给投资回报带来不确定性。 9月用户侧储能项目分析 应用场景：高耗能企业装机占比超70%。 文 | 中关村储能产业技术联盟 用户侧储能最新数据出炉！ 9月用户侧储能新增装机出现同比增长、环比下滑。 但从备案项目数据来看，9月新增用户 侧储能 备案项目规模和个数均高于去年同期 ，分别同比+28%和+80%。 9 月 ， 用 户 侧 储 能 市 场 以 工 商 业 应 用 主 导 ， 占 比 超 95% 。 工 商 业 场 景 新 增 ...

Core Insights - The energy storage industry is transitioning from a phase of scale expansion to a critical period of high-quality development, focusing on production quality improvement, product design upgrades, and optimization of trading methods [2] - Technologies such as AI deep learning, digital twins, and industrial internet platforms are enhancing automation in battery cell assembly, optimizing system integration processes, and enabling real-time energy consumption monitoring [2] - The integration of big data, blockchain, and intelligent algorithms is facilitating real-time processing of trading data, digital asset rights confirmation, and market pricing model construction [2] Event Details - The event theme is "Cross-border Integration, Collaborative Evolution: Building a New Intelligent Landscape for the Entire Energy Storage Chain" [3] - Scheduled for October 31, 2025, at the Zhongguancun Science Park, Fangshan Garden [3] - The event will host approximately 80 participants [4] Organizational Structure - Organized by the Zhongguancun Energy Storage Industry Technology Alliance and the Fangshan District Science and Technology Committee [4] - Supported by companies such as Beijing Haibo Sichuang Technology Co., Ltd. and New Source Intelligent Storage Energy Development (Beijing) Co., Ltd. [4] Event Features - Policy support from the Beijing Municipal Science and Technology Commission and local government to provide service backing for the industry [4] - Discussions on the application of AI deep learning, digital twins, and industrial internet platforms in energy storage production, system integration, and energy consumption monitoring [4] - Exploration of intelligent management models for the entire lifecycle of energy storage products, enhancing safety, reliability, and resource utilization efficiency [4] Agenda Overview - The agenda includes various thematic reports from industry experts on topics such as intelligent manufacturing solutions for energy storage systems and the application of industrial AI in production assembly [5] - A factory visit is scheduled for invited participants [5] Registration Information - The event is free of charge, with participants responsible for their own transportation costs [6] - Interested parties are invited to register by October 26, 2025 [6]

Core Insights - China Power Construction Corporation (CPCC) reported significant growth in new contracts for energy storage projects, with 142 new projects signed and a total contract value of 36.698 billion yuan for the period from January to September 2025 [2][3]. Group 1: Business Performance - The total number of new projects signed in the energy sector reached 4,013, with a contract value of 58.5228 billion yuan, reflecting a year-on-year increase of 12.89% [3]. - Hydropower projects saw 783 new contracts worth 14.9438 billion yuan, marking a substantial year-on-year increase of 68.82% [3]. - Wind power projects accounted for 919 new contracts valued at 18.2874 billion yuan, with a year-on-year growth of 54.67% [3]. - Solar power projects experienced a decline, with 779 new contracts worth 13.7918 billion yuan, down 33.36% year-on-year [3]. - Thermal power projects also faced a decrease, with 389 new contracts valued at 3.3829 billion yuan, down 46.25% year-on-year [3]. - New energy storage projects totaled 142, with a contract value of 36.698 billion yuan, indicating a stable performance [3]. Group 2: Major Contracts - Notable new energy storage projects include: - Hetian Bangjin 500MW/2000MWh independent energy storage project with a total contract value of 1.78 billion yuan [4]. - Uzbekistan Nukus Phase II 200MW+100MWh wind-storage project with a contract value of 1.539 billion yuan [4]. - Dengkou 1 million kW/4 million kWh power-side independent energy storage project with a contract value of 1.295 billion yuan [4]. - Tongliao Wanma New Energy Technology Co., Ltd. 500,000 kW/200,000 kWh grid-side storage project with a contract value of 1.108 billion yuan [4].

文 | 天津市发展和改革委员会 10月20日，天津市发展改革委、市工业和信息化局发布《天津市深化新能源上网电价市场化改革实施 方案》、《天津市增量新能源项目机制电量竞价工作实施细则》，以及官方 文件 解读。 二、增量项目： 机制电量规模： 与现有新能源非市场化电量比例适当衔接；单个项目申请纳入机制的电量，可适当低 于其全部上网电量。 机制电价： 竞价上限暂按照0.32元/千瓦时确定； 一、存量项目： 机制电量规模： 与现行具有保障性质的新能源电量规模相衔接，单个项目纳入机制电量的年度比例默 认为该项目投产年份至2025年12月31日，各自然年度域内非绿电交易电量占域内全部结算电量比例的 最低值（百分比四舍五入取整）。 机制电价： 按照各项目现行非市场化电量价格政策执行。（基本保持在每千瓦时0.3655元水平） 执行期限： 期限起始时间为2026年1月1日，截止时间为以项目投产时间计算的全生命周期合理利用 小时数与投产满20年较早者。 执行期限： 初期按照10年执行。 解读 文件 一、《天津市深化新能源上网电价市场化改革实施方案》制定的背景是什么？ 为贯彻党的二十届三中全会精神和党中央、国务院关于加快构建新型电 ...

中车株洲电力机车研究所 有限公司作为该项目 120MW/240MWh构网型高压直挂储能系统的设备总承包 ，用 高铁品质构网变流技术与系统集成技术 成功助力靖江特殊钢有限公司打造国内首个近零碳炼钢示范工厂，为钢 铁行业智能化和绿色低碳转型提供了有效样本。 该项目落地，标志着中信泰富能源与中车株洲所工商业领域强强联合拉开序幕，双方后续将在用户侧新能源项 目上通力合作，共同促进国家双碳目标达成。 为完成项目高速并网要求， 中车株洲所在锁定技术要求后，45天内完整交付了120MW/240MWh构网型高压直 挂储能系统设备 ，携手能建江苏院将36MW分布式光伏及16.8MW陆上风电供能系统融合，进行综合能源供 应。通过构网型储能稳定电网及快速响应能力， 攻克了冲击性炼钢负荷和波动性强的新能源耦合难题 ，使能源 在时间与空间上更优匹配，提升能源协同效率和碳减排水平，实现高效稳定生产与绿色低碳目标并行。 文 | 中车株洲所 近日，由中信泰富能源有限公司所属新力时代投资建设的国家低碳冶金技术攻关试点项目——靖江特殊钢有 限公司"风光储"绿色低碳能源介质供给项目成功并网。 01零碳园区打造 综合能源构建韧性微网，保障新能源供电 ...

文 | 海博思创 2025年10月，全球领先的储能系统解决方案与技术服务提供商海博思创在菲律宾市场实现双喜 临门。 公司于10月10日正式启用位于马尼拉BGC金融区的办公室，并于一周后的10月17日成功签署服 务于当地市场的 185MWh大型储能系统项目 。 海博思创菲律宾子公司坐落于马尼拉核心商务区的菲律宾证券交易大厦，其成立旨在成为辐射东 南亚区域的运营枢纽。 随着新办公室的开业，公司在该国的首个突破性大型储能项目也实现成 功签约， 充分体现了公司的市场竞争力与品牌影响力。 在项目签约仪式上，客户方高度评价了该项目对菲律宾能源转型和增强电网稳定性的重要意义。 海博思创国际业务高级副总裁邱长斌 先生表示： " 我们非常荣幸能凭借领先的技术实力与丰富 的全球项目经验，为客户提供可靠的储能解决方案。此次成功签约，是海博思创综合实力的体 现，也是我们与本地伙伴建立长期战略合作的起点。 " 此次中标 185MWh 项目，充分印证了海博思创在大型储能领域的综合实力已获得当地市场的认 可。 海博思创拥有 14 年行业经验， 全球参与储能项目超过 300 个，累计装机容量超 40GWh 。 凭借深厚的技术积淀与成功的国际 ...