变革成效已现：南网储能上半年净利润同比增32.93%，10座在建抽蓄项目中南宁、梅州二期年底将投产，新型储能规模达65.42万千瓦时，还参与东南亚 多国储能项目前期工作。云南宝池储能站充放电量突破1亿千瓦时，创多项世界技术纪录。数字领域，电鸿物联操作系统3.0发布，链接500余家生态伙 伴，硬件成本可降40%。 此次变革标志着电力央企从"发输配"向"储能服务商、数字方案提供商、能源生态构建者"转型，为行业发展指明方向。 (能源日参) 新浪财经ESG评级中心简介 新浪财经ESG评级中心是业内首个中文ESG专业资讯和评级聚合平台，致力于宣传和推广可持续发展，责任投资，与ESG（环境、社会和公司治理）价值 理念，传播ESG的企业实践行动和榜样力量，推动中国ESG事业的发展，促进中国ESG评估标准的建立和企业评级的提升。 新浪财经ESG评级中心提供包括资讯、报告、培训、咨询等在内的14项ESG服务，助力上市公司传播ESG理念，提升ESG可持续发展表现。点击查看 【ESG评级中心服务手册】 （来源：能源日参） 日前，南方电网完成组织架构深层重塑，通过纪检监察升级、部门整合及管控模式革新，构建适配新型电力系统的现代化治理 ...

来源：央视新闻客户端、南网50Hz End 从南方电网了解到，10月2日，随着梅州抽水蓄能电站二期工程第二台机组投产发电，粤 港澳大湾区抽水蓄能电站在运规模突破1000万千瓦。 梅州抽水蓄能电站二期工程第二台机组的装机容量为30万千瓦，随着它的成功启动，粤港 澳 大 湾 区 抽 水 蓄 能 在 运 规 模 达 到 1028 万 千 瓦 ， 约 为 全 国 在 运 总 量 的 六 分 之 一 。 与 此 同 时 ， 新 投 产 机 组 也 已 进 入 南 方 区 域 电 力 市 场 参 与 交 易 ， 可 以 消 纳 180 万 千 瓦 新 能 源 发 电 量。 南方电网储能公司梅蓄二期工程项目部副总经理 陈泓宇： 梅蓄电站二期工程将于年底前 全面建成投产，将实现抽蓄机组的整机芯片级国产化。 截至今年9月底，广州、深圳、阳江等6座抽蓄电站已累计为粤港澳大湾区调节电量3265 亿千瓦时，相当于5 5 0万居民用户30年的用电需求。 欢迎分享给你的朋友！ 出品 | 中国能源报（c n e n e rg y） 责编丨李慧颖 ...

证券代码：600995 证券简称：南网储能 编号：2025-53 南方电网储能股份有限公司 关于参与投资设立南网工融基金暨关联交易的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： 投资标的名称：南网工融双碳（广州）股权投资基金合伙企业 （有限合伙）（暂定名，最终以市场监督管理机关核定为准。以下简 称"南网工融基金"）。 投资金额：南方电网储能股份有限公司（以下简称"公司"） 作为有限合伙人，认缴金额不超过 10.00 亿元，预计出资占南网工融 基金规模的 7.14%。 本次投资属于公司与同受中国南方电网有限责任公司（以下简 称"南方电网公司"）控制的关联方共同投资，构成关联交易。 本次投资未构成《上市公司重大资产重组管理办法》规定的重 大资产重组。 除已经股东会审议通过的日常关联交易外，最近 12 个月公司 与同一关联人进行的交易金额累计为 11.24 亿元，达到公司最近一期 经审计净资产绝对值 5%以上，本次投资事项尚需提交股东会审议。 关联交易事项包括：公司向南方鼎元资产运营有限责任公司租赁其拥 1 ...

证券代码：600995 证券简称：南网储能 编号：2025-52 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 一、董事会会议召开情况 南方电网储能股份有限公司（以下简称"公司"）第八届董事会 第三十三次会议通知和材料于 2025 年 9 月 23 日以书面送达及电子邮 件方式发出，会议于 2025 年 9 月 28 日在广州以现场及视频通讯相结 合的方式召开。本次会议应出席董事 9 名，实际出席董事 9 名，刘国 刚、李定林、范晓东、张昆、杨璐、鄢永昌 6 位董事现场出席，杜云 辉、胡继晔、陈启卷 3 位董事以视频方式出席。会议由刘国刚董事长 主持。公司部分高级管理人员列席了会议。根据《公司法》和《公司 章程》等有关规定，本次会议合法、有效。 二、董事会会议审议情况 (一)审议通过了关于《公司企业架构蓝图（2025 年版）》的议案。 表决结果：9 票同意、0 票反对、0 票弃权。 (二)审议通过了关于《肇庆浪江蓄能发电有限公司以公开进场方 式增资扩股引入战略投资者实施方案》的议案。 表决结果：9 票同意、0 票反对、0 票 ...

格隆汇9月29日丨南网储能(600995.SH)公布，公司本次参与设立南网工融基金拟发挥以下作用：（1） 贯彻国家重大战略部署，支持抽水蓄能等重大能源基础设施项目建设；（2）进一步优化资产结构与盈 利结构，提升经营效能；（3）整合产业与金融资源，增强可持续发展能力。 公司作为有限合伙人，认缴金额不超过10.00亿元，预计出资占南网工融基金规模的7.14%。南网工融基 金主要从事资产领域投资，具有投资周期长、流动性较低等特点，存在未能找到合适投资标的的风险。 ...

截至发稿，南网储能市值为396亿元。 每经AI快讯，南网储能（SH 600995，收盘价：12.39元）9月29日晚间发布公告称，公司第八届第三十 三次董事会会议于2025年9月28日在广州以现场及视频通讯相结合的方式召开。会议审议了《关于公司 经理层成员岗位聘任协议及2025年经营业绩责任书的议案》等文件。 每经头条（nbdtoutiao）——农夫大战怡宝，抢到更多蛋糕的却是宗馥莉！农夫绿瓶上市后，怡宝上 演"滑铁卢"：市占率大跌近5个百分点 2024年1至12月份，南网储能的营业收入构成为：发电行业占比98.13%，其他业务占比1.45%，其他行 业占比0.42%。 （记者 王晓波） ...

Core Viewpoint - The article discusses the challenges and opportunities in the renewable energy sector, emphasizing the need for technological and institutional innovation to overcome development bottlenecks and enhance competitiveness in the industry [5][7][24]. Group 1: Technological and Institutional Innovation - Technological innovation is crucial for addressing the challenges faced by the renewable energy sector, particularly in enhancing the utilization of renewable energy and integrating it into various applications [5][7]. - Institutional innovation is necessary to adapt the energy system to the decentralized nature of renewable energy, which requires reforms in the existing energy framework that is primarily based on fossil fuels [5][7]. - The shift from resource-oriented to market-oriented development in the renewable energy sector necessitates a focus on environmental sustainability and diverse customer needs [7][8]. Group 2: Market Dynamics and Challenges - As of July this year, China's renewable energy installed capacity has surpassed 2.1 billion kilowatts, with wind and solar power accounting for nearly 1.7 billion kilowatts, indicating significant growth potential despite existing challenges [7][8]. - The renewable energy industry is experiencing a mismatch between supply and demand, with resources concentrated in the western regions while consumption is primarily in the central and eastern regions [8][10]. - The introduction of market mechanisms for renewable energy may lead to price volatility and uncertainty in revenue, impacting profitability for energy generation companies and potentially causing price competition among manufacturers [8][10]. Group 3: Storage and Hydrogen Energy - The storage sector must address internal competition by focusing on rational planning and matching short-term and long-term storage needs, as the installed capacity of new storage is expected to reach 180 million kilowatts by 2027 [10][11]. - The hydrogen energy sector faces challenges in economic viability and market acceptance, with the current market share of hydrogen fuel cell vehicles expected to grow significantly by 2035, despite existing hurdles [15][16]. - Continuous innovation and cost reduction are essential for the hydrogen energy industry to thrive, with expectations of supportive policies emerging in the next five years [15][16]. Group 4: Differentiation and Competitive Strategies - Companies in the photovoltaic sector are encouraged to develop differentiated competitive advantages through innovation in products and services, as well as enhancing organizational and supply capabilities [13][19]. - The focus on high-efficiency solar products is critical, with leading companies achieving conversion efficiencies above 24%, which can significantly reduce costs and increase output [18][19]. - The storage industry must collaborate across the supply chain to ensure that product development aligns with actual market needs, avoiding the pitfalls of price wars and fostering a sustainable competitive environment [21][22]. Group 5: Zero-Carbon Initiatives - The development of zero-carbon parks is a strategic initiative to support the dual carbon goals, integrating various renewable technologies to create sustainable energy solutions [24][25]. - Companies are encouraged to leverage digital transformation and AI technologies to enhance energy management and operational efficiency in the renewable energy sector [24][25]. - The emphasis on scenario-based technological innovation is vital for addressing specific market demands and enhancing the overall quality and competitiveness of renewable energy products [27][28].

本报讯 （记者李如是）近日，强台风"桦加沙"登陆广东沿海，南方电网储能股份有限公司（以下简 称"南网储能（600995）"）在粤电化学储能站迎来大考。在这场与自然灾害的较量中，南网储能公司电 化学储能站集控中心首次实战亮相，交出了一份令人满意的答卷。 当气象部门发布台风橙色预警时，南网储能旗下储能科技公司立即启动应急预案。其中，佛山宝塘储能 站按照安全防护要求，站内运维人员须在台风12级及以上时全部撤出站点。为确保台风期间宝塘储能站 的电力调节功能正常发挥，储能科技公司与佛山地调沟通，临时将宝塘站控制权转移至集控中心，并迅 速组织具备调度受令资格的人员24小时值班。 得益于集控中心与上级调度系统的无缝对接，运维团队可以根据电网需求，实时调整储能站的运行策 略。台风期间，虽然遭遇多次电网波动，但通过集控中心的精准调控，宝塘储能站始终保持稳定运行， 为电网调度提供了可靠的支撑。 在广州市番禺基地的电化学储能站集控中心内，大屏幕上实时显示着各储能站的运行数据。运维人员通 过远程监控系统，可以清晰地看到宝塘站设备的运行状态、电池SOC、PCS运行参数等关键指标。当台 风逼近时，值班人员密切监控着各项数据的变化，随时准 ...

Core Insights - The "2025 China Energy Listed Companies Sustainable Development (ESG) Evaluation Report" was released during the second International Energy Sustainable Development (ESG) Forum, highlighting the sustainability performance of energy companies listed on major Chinese stock exchanges [1][2]. Group 1: Evaluation Methodology - The report utilized a scientific and systematic evaluation method based on ten key indicators, including greenhouse gas emission intensity and comprehensive energy consumption intensity, to assess 632 energy companies listed on the Shanghai, Shenzhen, Beijing, and Hong Kong stock exchanges [1]. - A total of 200 companies were selected for the ESG ranking, with 27 companies rated A, 145 rated BBB, and 52 rated BB [1]. Group 2: Notable Companies - The top three companies in the ESG evaluation were Changjiang Electric Power, South Network Energy Storage, and Xin'ao Energy, with South Network Energy Storage showing significant improvement, rising from a BBB rating to an A rating [1][2]. Group 3: Industry Trends - Companies that improved their rankings often disclosed their sustainable development reports for the first time or provided effective quantitative data, while those with declining rankings were primarily energy equipment companies facing issues like supply-demand mismatch and asset impairment due to technological upgrades [2]. - The report also identified challenges in ESG data disclosure, including a lack of standardization and low disclosure rates for key data [2]. Group 4: Future Monitoring - The China Energy Research Society plans to continue monitoring the ESG performance of energy companies to support their sustainable development and accelerate the transition to a green, low-carbon economy [2].

Core Insights - The pumped storage concept sector rose by 0.45%, ranking fifth among concept sectors, with 26 stocks increasing in value, including Guangdong Construction, Xiangdian Co., and Hangdian Co., which hit the daily limit [1] - Major gainers in the sector included Guangdong Construction with an increase of 10.05%, Xiangdian Co. at 9.99%, and South Network Storage at 8.38% [3][4] - The sector experienced a net outflow of 437 million yuan from main funds, with 22 stocks seeing net inflows, and Guangdong Construction leading with a net inflow of 196 million yuan [2][3] Sector Performance - The pumped storage concept sector had a daily increase of 0.45%, with notable stocks like Guangdong Construction, Xiangdian Co., and South Network Storage showing significant gains [1][2] - The sector's performance was contrasted by a net outflow of 437 million yuan, indicating a mixed sentiment among investors [2] Stock Highlights - Guangdong Construction led the net inflow with 196 million yuan, followed by Xiangdian Co. with 191 million yuan and South Network Storage with 113 million yuan [2][3] - The top three stocks by net inflow ratio were Guangdong Construction at 40.71%, Xiangdian Co. at 20.59%, and Yitong New Materials at 11.02% [3][4]