【生态环境周观察】两部门发文推动新能源“反内卷”；中俄签署天然气项目建设备忘录；隆基绿能或将入局储能

Policy - The Ministry of Industry and Information Technology and the State Administration for Market Regulation released an action plan to promote high-quality development in the photovoltaic and lithium battery industries, aiming for an average growth rate of 7% in the value added of the electronic information manufacturing industry from 2025 to 2026 [2] - The National Development and Reform Commission issued a draft rule for the electricity mid-to-long-term market, allowing independent energy storage to participate in trading as both a power generation entity and a power user [3] - The National Development and Reform Commission and the National Energy Administration published implementation opinions to promote the integration of artificial intelligence and energy, targeting the application of over five specialized large models in various energy sectors by 2027 [4] Industry Developments - China and Russia signed a memorandum for a natural gas project that will transport 50 billion cubic meters of gas annually to China over a 30-year contract period [5] - India announced a reduction in the Goods and Services Tax (GST) on solar photovoltaic products from 12% to 5%, effective September 22 [6] - Longi Green Energy has invested in a storage company and is reportedly planning to acquire part of the storage business to enhance the integration of solar and storage [7] - GCL-Poly Energy stated that the "storage and collection plan" for the photovoltaic silicon material industry is still uncertain, with no final documents available yet [8] - Weijing Energy was recognized as a national-level "little giant" enterprise in the new energy storage sector, highlighting its technological breakthroughs and market potential [9] Incidents - A fire occurred at the Parkfield solar project in California, caused by a Tesla-supplied lithium-ion battery system, but no injuries were reported [10] Future Projections - The China Nuclear Energy Association predicts that by 2030, the operational installed capacity of nuclear power in China will reach 110 million kilowatts, potentially making it the largest in the world [11]