A股公司积极布局源网荷储一体化项目

Core Insights - The white paper titled "China's Actions on Carbon Peak and Carbon Neutrality" emphasizes the integration of source, grid, load, and storage (源网荷储) as a core trend for future power systems, enhancing the capacity to utilize renewable energy effectively [1][2][3] Industry Developments - The integration of source, grid, load, and storage is recognized for its ability to address the volatility and uncertainty of renewable energy through collaborative interaction among power sources, transmission capabilities, demand response, and flexible storage [2] - A series of national and local policies have been introduced to promote the development of integrated source, grid, load, and storage systems, including the "Action Plan for Accelerating the Construction of a New Power System (2024-2027)" [2] - Several projects, such as the new generation friendly green power station in Ulanqab and the smart energy innovation demonstration project in Haikou, have been launched, showcasing the practical implementation of these policies [2] Company Strategies - A-share listed companies are actively investing in integrated source, grid, load, and storage projects, leveraging their financial, technological, and resource advantages to support the construction of new power systems [4] - Weisheng Information Technology Co., Ltd. is focusing on AI and IoT technologies to enhance predictive capabilities and operational efficiency in the power grid [4] - Ningbo Energy is exploring integrated solutions for distributed solar power, storage, and smart microgrids, aiming to transition regional energy supply towards a carbon-integrated model [4] - Beijing Shuangjie Electric Co., Ltd. has initiated a project to build 400,000 kW of wind power and associated storage, ensuring stable and clean power supply through collaborative operation of source, grid, load, and storage [5] Recommendations for Companies - Companies should focus on technological innovation to overcome barriers in the integration of source, grid, load, and storage, particularly in energy storage batteries and smart scheduling systems [6] - Developing market opportunities through coupling new energy with core business and creating demonstration projects at the park level can enhance revenue [6] - Integrating industry chain resources and forming specialized teams will facilitate green transformation and growth in efficiency while ensuring compliance [6]