李乐成强调，行业企业要大力弘扬企业家精神， 坚决抵制非理性竞争行为，共同维护健康有序市场环境。 要坚持创新引领，加大研发 投入，补齐短板弱项，提升企业核心竞争力。要强化产业链协同，加强合作，发挥协同增量效应，提升产业链自主可控水平，塑造发展 新优势。行业协会要深化产业发展情况跟踪研究，加强行业自律，推动构建协作共赢产业生态。工业和信息化部将科学编制"十五五"产 业发展规划，加大技术创新支持，强化标准支撑引领，提升产业治理现代化水平，为产业高质量发展创造良好环境。 部相关司局、部分地方工业和信息化主管部门负责同志，有关行业协会负责人参加会议。 文 | 工信微报 11月28日，工业和信息化部组织召开 动力和储能电池行业制造业企业座谈会 ，深入学习贯彻习近平总书记重要指示批示精神，落实党 中央、国务院决策部署， 围绕规范动力和储能电池产业竞争秩序、推动产业高质量发展，听取相关企业情况介绍及意见建议。 部党组 书记、部长李乐成出席会议并讲话，部党组成员、副部长辛国斌主持会议。 会上，12家动力和储能电池产业链企业负责人围绕 企业生产经营、技术研发、市场竞争、知识产权保护 等深入交流，介绍企业基本情 况和当前面临的困难 ...

预定展位详情咨询： 曹先生 1 3552 71 21 89 王先生 1 3581 88 55 20 李先生 1 3581 74 16 80 赵先生 1 8210 18 87 71 柏女士 1 8031 45 10 07 相关阅读 文 | 工人日报 11月26日，宁夏银川市吉洋绿储 200 兆瓦 / 400 兆瓦时共享储能电站项目 —— 典农第一储能电站电池仓首次带电成功 ，国内规模 最大电网侧铅碳储能电站成功并网投运。 该电站位于银川市西夏区核心能源走廊，占地 55.4 亩，投资 6.2 亿元， 刷新规模和功率两项纪录，配套 80 套定制化铅碳储能一体舱 ，系统循环寿命优势明显， 全生命周期成本低于锂电池。 其并网对银川储能与清洁能源配套产业一体化发展意义重大，可提升电网调节与新能源消纳能力，缓解高峰供电压力，为 "源网荷储" 一体化和多能互补提供示范。 ESIE 2026 储能产业发展的风向标 全版日程+参会指南发布 | 2025中国储能CEO峰会倒计时5天 730亿！配储4.8GWh！国家电投19.44GW沙戈荒大基地项目开工 新型储能不得计入输配电定价成本！国家发改委印发修订版输配电成本监审和定价办法发 ...

文 | 央视新闻 11月27日，记者从国家电投集团了解到，我国电源规模最大、新能源占比最高的"沙戈荒"大基地项目——青海海南清洁能源外送基地 电源项目在青海省西宁市正式开工。 "沙戈荒"是沙漠、戈壁和荒漠的简称，这些地区大多拥有丰富的风能和太阳能资源。青海海南清洁能源外送基地电源项目总投资近 730 亿元 ，基地规划电源总规模达1944万千瓦，新能源装机占比86.4%，涵盖光伏960万千瓦、风电600万千瓦、配套煤电264万千瓦以 及电化学储能120万千瓦/4小时，通过1回±800千伏、容量800万千瓦的特高压直流输电通道直送广东。 相关阅读 新型储能不得计入输配电定价成本！国家发改委印发修订版输配电成本监审和定价办法发布 新型储能容量电价机制破局：各省政策盘点与发展趋势前瞻 ESIE 2026观众预登记开启！全球1000+储能企业，50+国际市场资源，与您4月相约北京 据了解，该项目建成后，年均发电量可达360亿千瓦时，相当于节约标煤约1000万吨，碳减排约2350万吨，建成后每年可向粤港澳大 湾区输送360亿千瓦时，对优化全国能源布局、助力东部地区高质量发展具有重大战略意义。 ESIE 2026 储能产业 ...

目前，海博思创 已确 认参加第十四届储能国际峰会暨展览会ESIE 2026。期待与您相约2026年4月，共赴ESIE之约。 文 | 海博思创 近日，北京海博思创科技股份有限公司正式宣布， 旗下海博思创美国公司已于今年9月与美国知名独立发电商（IPP）在内的多家企业 达成储能项目合作，为位于美国加利福尼亚州、佐治亚州的储能电站项目提供储能系统解决方案，同时配套长期质保服务与全周期售后 服务。 截至日前，项目全部供货产品已按期完成交付， 总计超过420MWh。 本次合作项目顺利完成履约，标志着海博思创 实现美国市场的关 键突破， 成为公司在美洲区域执行国际化战略的重要里程碑。 本次合作项目部署海博思创 HyperBlock III 5MWh液冷储能系统 ，投运后将聚焦电网储能场站的能源调度需求，提供高效的削峰填 谷、调峰调频服务，助力缓解当地电网供需波动，优化区域可再生能源消纳效率，保障每日近2万个家庭的供电需求。 项目进入商业运营阶段后， 海博思创将持续提供长期质保与完善的本地化售后服务， 通过全周期系统监控、常态化维护检修等措施， 确保设备性能持续优化，全力保障项目稳定、高效运行，最大化实现项目应用价值。 作 ...

Core Viewpoint - The 2025 China Energy Storage CEO Summit will be held from December 3-5, 2025, in Xiamen, Fujian, focusing on the globalization of the energy storage industry and gathering leaders and experts to discuss international hotspots and emerging markets in energy storage [2]. Event Details - The summit will feature a series of keynote speeches and discussions on topics such as green low-carbon development opportunities and challenges, planning for green power systems in overseas scenarios, and innovative strategies for reshaping the global energy storage landscape [8][10]. - The event will include a CEO roundtable discussion aimed at aligning China's energy storage industry with global industrial ecosystems by 2030 [8]. Organizing Institutions - The summit is organized by the Zhongguancun Energy Storage Industry Technology Alliance, in collaboration with Xiamen University and Xiamen Kehua Data Co., Ltd., among others [17]. Registration and Accommodation - Pre-registration is required for attendance, and various hotels in Xiamen are offering special rates for participants [25][18][20]. Transportation - The main conference hotel is located approximately 7.2 km from Xiamen Gaoqi Airport, with convenient access to local transportation [18].

文 | 国家发展和改革委员会 11月27日，国家发展改革委修订输配电成本监审和定价办法。 其中《输配电定价成本监审办法》再次明确，抽水蓄能电站、 新型储能电站、电网所属电厂成本费、独立核算的售电公司的成本费用等 不得计入输配电定价成本。 此次修订，一是 促进新能源消纳利用。通过在输配电价中引入容量机制， 明确对新能源发电就近消纳等新业态实行单一容量制电价， 对以输送清洁能源电量为主的跨省跨区专项工程探索实行两部制或单一容量制电价， 降低新能源交易成本，从而促进新能源更大范围、 更高水平利用。 《省级电网输配电价定价办法》则明确：电动汽车充换电服务等辅助性业务单位及"三产"资产，和抽水蓄能电站、 新型储能电站、电厂 资产，不得纳入可计提收益的固定资产范围。 《跨省跨区专项工程输电价格定价办法》：跨省跨区专项工程输电价格实行单一电量电价制。适应新型电力系统和全国统一电力市场建 设需要，对以输送清洁能源电量为主或以联网功能为主的跨省跨区专项工程，可探索通过两部制或单一容量制形成输电价格，加强全过 程监管。探索实行输电权交易，以进一步提升专项工程利用率、促进电力资源优化配置。 《区域电网输电价格定价办法》：区域电网准 ...

Core Viewpoint - The article discusses the "Hubei Province Energy Storage System Construction Plan (2025-2030)", which aims to establish a phased development path for energy storage in Hubei, targeting a total installed capacity of 17GW by 2030, positioning the province as a significant power regulation center in the country [1][13]. Phase-wise Installed Capacity Goals - By 2027, the total installed energy storage capacity in Hubei is expected to reach 8 million kilowatts (8000MW) [2]. - New energy storage will primarily consist of new types of storage, targeting 5 million kilowatts [3]. - Pumped storage will reach 2.87 million kilowatts, focusing on small and medium-sized power stations [4]. - By 2030, the total installed capacity will increase to 17 million kilowatts, with new energy storage reaching 8 million kilowatts [5]. - Pumped storage capacity will expand to 9.12 million kilowatts, emphasizing large power stations [6]. Integration of New Energy Storage with Power Systems - The plan emphasizes the integration of new energy storage with the power system, encouraging the construction of "system-friendly" renewable energy power stations and the use of various storage technologies [8]. - It promotes the deployment of long-duration energy storage systems, such as compressed air and flow batteries, to replace some transmission and distribution facilities [8]. Diverse Technology and Industry Cluster Development - The plan outlines a detailed approach to diversify new energy storage technologies, including solid-state batteries, sodium-ion batteries, and compressed air storage, while also encouraging the application of advanced technologies like gravity storage and hydrogen storage [9]. - It aims to establish a distinctive energy storage industry cluster in Hubei, focusing on the development of lithium battery industrial parks and the construction of a super energy storage factory [9]. Capacity Compensation and Market Mechanisms - The plan proposes exploring a capacity compensation mechanism for grid-side energy storage, integrating capacity fees into system operating costs to stabilize revenue expectations for energy storage stations [10]. - It also aims to optimize time-of-use pricing mechanisms and gradually improve the pricing policies for pumped storage [10]. Management and Service Mechanisms for Energy Storage - The plan emphasizes the establishment of a management system for energy storage that aligns with the needs of sustainable development, including optimizing market and pricing mechanisms [20]. - It encourages the participation of new energy storage in market transactions and the development of a collaborative optimization model for energy sources, networks, loads, and storage [21].

Core Viewpoint - The article emphasizes the urgent need to establish a new capacity pricing mechanism for energy storage in China to support the growing demand for renewable energy and ensure grid stability [2][8]. Group 1: New Energy Storage Capacity Support - The construction of a new power system in China is accelerating under the "dual carbon" goals, with significant increases in installed capacity for wind and solar energy. However, the intermittent and volatile nature of these energy sources poses challenges for grid capacity during peak load periods [6][8]. - In 2023, the State Grid's summer peak demand for new energy storage reached a maximum discharge capacity of 44.53 GW, equivalent to nearly three Three Gorges hydropower stations, providing substantial support during evening peak electricity usage [7]. Group 2: Need for Capacity Mechanism - The previous revenue models for independent energy storage included energy market revenue, ancillary service market revenue, capacity leasing revenue, and compensation revenue in some regions. However, recent policy changes have significantly impacted the demand and pricing space for capacity leasing, making it difficult for independent storage projects to cover their investment and operational costs [9]. - The current market rules do not fully reflect the value of new energy storage capacity, which could deter social capital investment and affect the stability of electricity supply and grid operations [9]. Group 3: Provincial Capacity Compensation Policies - Multiple provinces in China have begun to implement capacity compensation policies for new energy storage to address the lack of revenue mechanisms. These policies primarily adopt capacity compensation mechanisms, transitioning towards capacity market mechanisms in the future [12]. - Compensation methods vary across provinces, including: 1. **Discharge Volume Compensation**: Inner Mongolia has set a compensation standard of 0.35 CNY/kWh for 2025, while Xinjiang's compensation starts at 0.2 CNY/kWh in 2023, decreasing annually [13][14]. 2. **Capacity Compensation**: Hebei has established a capacity price of 100 CNY/kW for projects connected to the grid by May 31, 2024, with a gradual reduction thereafter [14]. 3. **Mixed Compensation**: Shandong and Gansu have implemented compensation mechanisms that consider both discharge and capacity [15][16]. Group 4: Summary and Outlook - The ongoing exploration of capacity compensation policies across various provinces is accumulating valuable practical experience for establishing a unified national capacity pricing mechanism. However, significant differences in compensation forms and fee structures exist, and many provinces have yet to implement such policies [17]. - It is recommended to adopt a phased and regional approach to policy implementation, considering local power supply and demand characteristics, to lay the groundwork for future market-based capacity trading [17].

Core Viewpoint - The article discusses the release of the "1+7" rule system (V4.0 version) for the Hebei Southern Power Grid electricity market, detailing revisions in market structure, spot trading, capacity leasing, ancillary services, and settlement mechanisms [2]. Market Structure and Participant Access - The Hebei Southern Power Grid electricity market includes three main trading segments: energy trading, ancillary service trading, and capacity trading. Energy trading is further divided into medium-long term and spot trading, while ancillary services include frequency regulation, ramping, and backup services [2]. - The scope of market participants has been expanded to include new entities such as energy storage companies, virtual power plants, aggregators, and smart microgrids. Specific technical parameters have been set for participation, such as a minimum independent storage charging power of 10 MW for frequency regulation [3]. Spot Market Trading Mechanism - The spot market operates on a model where generation side reports quantity and pricing, while the user side only reports quantity. The goal is to minimize system generation costs through centralized optimization [4]. - Pricing mechanisms involve node electricity prices for the generation side and a unified settlement point price for the user side. New entities must submit operational discharge curves for day-ahead market participation [4]. Medium-Long Term and Capacity Leasing Trading - Medium-long term trading requires segmented time periods, forming 24-hour segmented electricity and pricing, categorized into segmented trading and curve trading [5]. - Capacity trading is managed under the medium-long term market, with independent storage companies as lessors and renewable energy companies as lessees. Lessees must meet specific charging and discharging power and duration requirements [5]. Ancillary Services Market Operation - Currently, the Hebei Southern Power Grid primarily conducts frequency regulation auxiliary services and plans to establish a backup market. The frequency regulation market is organized after determining the day-ahead generation unit combination, using centralized bidding and marginal clearing [6]. - New market participants must declare parameters such as adjustment rate and rated power, with restrictions on their share of total frequency regulation rate demand set at a factor of k, currently defined as 0.3 [6]. Retail and Settlement Management - The retail market adopts a package system, divided into public and private packages, with various pricing methods including market linkage, fixed prices, or profit-sharing [7]. - Settlement for spot trading participants generally follows a "daily clearing, monthly settlement" model, with green electricity trading separating energy and environmental value settlements [8].

Core Insights - The 14th Energy Storage International Summit and Exhibition (ESIE 2026) will take place from April 1-3, 2026, at the Beijing Capital International Exhibition Center, organized by key industry alliances and research institutions [2][4][29]. Group 1: Event Scale and Participation - ESIE 2026 will feature over 160,000 square meters of exhibition space, with more than 1,000 exhibitors and sponsors, and is expected to attract over 200,000 professional visitors [4][10]. - The event will include over 40 thematic forums covering policies, technologies, and market trends, with participation from more than 400 speakers, including leaders from government, academia, and industry [4][18]. Group 2: Industry Ecosystem - The exhibition aims to build a comprehensive "wind-solar-electric-hydrogen" smart energy ecosystem, showcasing advancements in energy storage technologies and applications across various sectors [12]. - Key industry players such as CRRC Zhuzhou Institute, Sungrow, and CATL will participate, representing the entire energy storage value chain from R&D to engineering services [10][11]. Group 3: International Collaboration - The event will facilitate international resource connections, with support from over 50 countries and participation from various international energy organizations and embassies [22][23]. - Special activities will include international business matchmaking sessions and policy forums to enhance cross-border cooperation and business opportunities [23][24]. Group 4: Financial Empowerment - ESIE 2026 will address the full cycle of financing needs in the energy storage sector, from seed to operational phases, ensuring effective resource and capital matching [27].