午后，储能板块率先走强，通润装备在下午开盘后不到两分钟就直线拉升涨停，阿特斯"20CM"涨停。阳光电源涨超7%，成交额为233.73亿元，为A股成 交额唯一超200亿元的个股。 板块方面，电网设备、光伏、储能板块全线爆发，特变电工、阿特斯、通润装备、三变科技等近20股涨停；大消费概念股上涨，凯撒旅业、安记食品等多 股涨停；海南板块走强，海马汽车等多股涨停；福建板块反复活跃，厦工股份"2连板"。 储能概念股大涨 储能概念股午后持续拉升，通润装备等涨停，阳光电源涨超7%。 今天，A股反弹。截至收盘，上证指数上涨0.23%，深证成指上涨0.37%，创业板指上涨1.03%。市场全天成交额18943亿元，较上日缩量441亿元。全市场 超3300只个股上涨。 | | | 储能⊙ | | | | --- | --- | --- | --- | --- | | | | 2455.77 1.91% | | | | 成分股 | 基金 | 资金 新闻 | 分析 | 简況(F10) | | 名称/代码 | | 最新 ◆ 涨幅 ◆ 5日涨幅 ◆ ▶ | | | | 亿能电力 | | 17.95 +20.79% +21.12% | | ...

今天，A股反弹。截至收盘，上证指数上涨0.23%，深证成指上涨0.37%，创业板指上涨1.03%。市场全天成交额18943亿元，较上日缩量441亿元。全市场 超3300只个股上涨。 午后，储能板块率先走强，通润装备（002150）在下午开盘后不到两分钟就直线拉升涨停，阿特斯"20CM"涨停。阳光电源（300274）涨超7%，成交额为 233.73亿元，为A股成交额唯一超200亿元的个股。 | 加 22.76 | 22.76 市值 82.67亿 量比 1.14 | | --- | --- | | 促 | 19.65 流通 81.60亿 换 12.31% | | 2.07 10.00% 开 | 19.82 市盈 ™ 33.55 额 9.49亿 | | 22.76 | 10.00% | 五档 | 成交 | | --- | --- | --- | --- | | | | 首板 | | | | | 封单占成交 | 3.52% | | | | 最高封单额 | 4.75亿 | | 20.69 -- - | 0.00% | 涨停成交额 | 3.3417. | 板块方面，电网设备、光伏、储能板块全线爆发，特变电工（600089 ...

日前，国家发展改革委、国家能源局印发的《新型储能规模化建设专项行动方案(2025—2027年)》(以下 简称《行动方案》)公布。《行动方案》旨在发挥新型储能支撑建设新型能源体系和新型电力系统作 用，培育能源领域新质生产力，进一步扩大内需，推动新型储能规模化建设和高质量发展。 《行动方案》围绕促进新型储能应用场景拓展、推动新型储能利用水平提升、引领新型储能创新融合、 加强新型储能标准体系建设、加快新型储能市场机制完善等五方面，提出了21项具体举措。 在促进新型储能应用场景拓展方面，《行动方案》明确，推进电源侧储能应用，推动沙漠、戈壁、荒漠 等新能源基地合理规划建设新型储能;拓展电网侧储能应用，推动在负荷密集接入、大规模新能源汇 集、大容量直流馈入等关键电网节点，开展独立储能电站建设。同时，创新多场景应用模式，培育试点 应用场景，依托大数据、云计算、人工智能等前沿技术，创新"人工智能+"应用场景。 为引领新型储能创新融合，《行动方案》提出，大力推动技术创新，依托国家产业技术工程化中心、国 家新兴产业创新中心、国家能源局研发创新平台、新型储能领域国家科技重大项目等，支持开展新型储 能共性关键技术攻关、装备研制和示范 ...

Core Viewpoint - The National Development and Reform Commission and the National Energy Administration have issued a plan for the large-scale construction of new energy storage from 2025 to 2027, aiming for a total installed capacity of over 180 million kilowatts and direct investment of approximately 250 billion yuan by 2027 [1] Group 1: Expansion of Application Scenarios - The plan proposes four measures to promote the expansion of new energy storage application scenarios, including advancing power-side storage applications and innovating multi-scenario application models [2] - It emphasizes the reasonable planning and construction of new energy storage in desert and remote areas, as well as the establishment of independent storage power stations at key grid nodes [2] - The focus is on industrial parks and computing facilities, promoting innovative applications such as green electricity direct connection and virtual power plants [2] Group 2: Innovation and Integration - The plan calls for promoting technological innovation and implementing storage industry innovation projects, while supporting pilot project applications [3] - It aims to leverage national technology centers and major projects to tackle common key technologies and promote diversified development of new energy storage technologies [3] - The plan encourages new energy storage to participate in energy markets and auxiliary service markets, accelerating the establishment of pricing mechanisms [3] Group 3: Application and Technology Development - The plan seeks to expand new energy storage applications in areas such as power coordination, grid stability support, and smart microgrids [4] - It highlights the commercialization of various storage technologies, including compressed air, flow batteries, and sodium-ion batteries, while also exploring innovative technologies like solid-state batteries and hydrogen storage [4] - The focus is on accelerating business model innovation and promoting collaboration across the industry chain to achieve sustainable development [4]

Core Insights - The National Development and Reform Commission and the National Energy Administration have issued a new action plan for large-scale construction of new energy storage from 2025 to 2027, aiming for an installed capacity of over 180 GW by 2027, with expectations that actual installations may exceed this lower limit [1] Group 1: Policy and Market Dynamics - The plan encourages new energy storage to fully participate in the electricity market and accelerate the development of pricing mechanisms [1] - Following the end of the new energy rush in May, domestic energy storage demand remains strong, with a record high of 25.8 GW/69.4 GWh tendered in August [1] Group 2: Economic Implications - Future revenue sources for energy storage will include the electricity market, ancillary services market, and capacity pricing/compensation, which are expected to enhance storage profitability [1] - The company anticipates rapid growth in new energy storage installations driven by economic factors [1]

Core Insights - The National Development and Reform Commission and the National Energy Administration have issued the "Special Action Plan for Large-Scale Construction of New Energy Storage (2025-2027)", providing clear planning for future energy storage installations and streamlining the profitability model for independent energy storage, which is expected to promote the long-term healthy development of the domestic energy storage industry [1] Industry Summary - Strong demand for energy storage remains, while price competition within the domestic supply chain is nearing its end, indicating a positive outlook for domestic energy storage industry chain companies with both volume and price expected to rise [1]

Core Viewpoint - The article discusses the "New Energy Storage Scale Construction Special Action Plan (2025-2027)" released by the National Development and Reform Commission and the National Energy Administration, emphasizing the importance of new energy storage development in China [4]. Group 1: Installation Goals - The plan sets a target for new energy storage installations to exceed 180 million kilowatts by 2027, with an estimated direct investment of approximately 250 billion yuan [5]. - As of mid-2025, the cumulative installed capacity of new energy storage in China is 95 GW/222 GWh, requiring an additional 85 GW of installations from H2 2025 to 2027 to meet the target [5]. - Assuming an average storage duration of 3 hours, this translates to a need for 255 GWh of new installations, averaging 102 GWh per year [5]. Group 2: Technology Routes - The plan identifies lithium battery technology as the primary route for energy storage, with significant cost reductions expected during the "14th Five-Year Plan" period [6]. - Other technologies such as compressed air storage, flow batteries, sodium-ion batteries, flywheel storage, gravity storage, thermal storage, and hydrogen storage are also recognized for their potential development [6]. Group 3: Utilization Improvement - The plan aims to enhance the utilization levels of new energy storage, addressing previously low utilization rates that hindered industry growth [7]. - It proposes innovative control methods for new energy storage to optimize resource allocation and reduce the frequency of coal power plant adjustments [7]. Group 4: Market Mechanism Enhancement - The plan encourages new energy storage to participate fully in the electricity market, promoting "new energy + storage" as a unified bidding entity [8]. - It aims to guide new energy storage participation in ancillary service markets, including frequency regulation and backup services, while encouraging local adaptations [8]. - The plan also emphasizes the need for a pricing mechanism for new energy storage, including capacity compensation for reliable power system resources [8].

Group 1 - The core viewpoint emphasizes the importance of specialized and innovative small and medium-sized enterprises (SMEs) in enhancing the stability of industrial and supply chains, contributing significantly to high-quality economic development [1][3] - In 2023, various regions have increased innovation investments and focused on strengthening supply chains, positioning these SMEs as key players in optimizing economic structure and fostering new productive forces [3] Group 2 - The tourism industry in Xinjiang has become a pillar industry for benefiting and enriching the local population, with the annual number of visitors increasing more than fivefold since the 18th National Congress of the Communist Party of China [4] - During the 14th Five-Year Plan period, Tianjin and Hebei have achieved new results in technological innovation and industrial development, with Tianjin implementing 329 reform tasks across ten areas to enhance regional integration and coordinated development [5][6] Group 3 - The central government is promoting the large-scale construction of new energy storage, with a target of reaching over 180 million kilowatts of installed capacity by 2027, which is expected to drive direct investment of approximately 250 billion yuan [13] - The first provincial-level ecological protection and restoration special fund has been launched in Huzhou, Zhejiang, with an initial investment of 3 billion yuan for key projects, including agricultural ecosystem restoration and wetland rehabilitation [14] Group 4 - The first Guangdong Quality Products Exhibition was held in Guangzhou, featuring five major exhibition areas and attracting over 2,100 professional buyers, aimed at helping enterprises expand domestic and international markets [15] - In the first eight months of 2023, the import and export scale of the western land-sea new corridor reached 622.89 billion yuan, marking a year-on-year growth of 17% and setting a historical record [16] Group 5 - In the first eight months of 2023, the import and export scale of the central and western regions of China exceeded 5 trillion yuan, achieving a historical high with a growth rate of 10.4%, leading the national growth [11] - Shanghai's tax refund for goods sold abroad exceeded 2 billion yuan in the first eight months, reflecting a significant increase and highlighting a new growth point in consumption [17] Group 6 - The bilateral currency settlement framework between China and Indonesia has been officially launched, expanding the scope of currency settlement to all items of international balance of payments, facilitating the use of local currencies in bilateral trade and investment [18] - The international port between China and Vietnam has officially opened, enhancing connectivity between China and Vietnam as well as ASEAN countries [19]

Group 1 - The Ministry of Finance announced a budget of 100 billion yuan for childcare subsidies and 20 billion yuan for gradually implementing free preschool education in response to public concerns [1] - The National Development and Reform Commission aims to promote large-scale construction of new energy storage, targeting an installed capacity of over 180 million kilowatts by 2027 [1] Group 2 - The Supreme Court will further promote the activation of Article 997 of the Civil Code to effectively address issues such as online violence and false accusations [1] - The National Park Law of the People's Republic of China will come into effect on January 1, 2026 [1]

Core Viewpoint - The National Development and Reform Commission and the National Energy Administration have jointly issued the "New Energy Storage Scale Construction Action Plan (2025-2027)" to promote the large-scale construction and high-quality development of new energy storage, supporting the green transition of energy [1]. Group 1: Overall Goals - By 2027, the installed capacity of new energy storage in the country is expected to exceed 180 million kilowatts, driving direct investment of approximately 250 billion yuan [1]. Group 2: Specific Measures - Five specific measures are proposed to achieve the above goals, including expanding application scenarios for new energy storage, enhancing utilization levels, promoting technological innovation, strengthening standard system construction, and improving market mechanisms [2][3][4]. Group 3: Application Scenarios - The plan emphasizes the expansion of application scenarios for new energy storage, including energy storage at power generation sites in remote areas and independent energy storage stations at key grid nodes [2]. Group 4: Technological Innovation - The action plan aims to lead innovation in new energy storage by promoting technological advancements and implementing innovative projects [3]. Group 5: Standardization and Market Mechanisms - There is a focus on establishing a comprehensive standard system for new energy storage and encouraging its participation in the electricity market, including price mechanism improvements and capacity compensation mechanisms [3][4]. Group 6: Financial Support - The plan encourages financial institutions to provide loans and interest rate support to enterprises in the new energy storage sector, promoting investment from various stakeholders, including private enterprises [4]. Group 7: Talent Development and International Cooperation - The action plan highlights the importance of talent development and international cooperation, advocating for enhanced training and collaboration in the new energy storage field [5].