能源节约和科技装备司副司长边广琦出席发布会，并介绍《中国新型储能发展报告(2025)》基本情况。 他表示，近年来，我国新型储能快速发展，在新型电力系统中作用日益凸显，有力促进新能源开发消 纳，提高电力系统安全稳定运行水平。为加强行业发展引导，服务"双碳"战略实施，国家能源局近期组 织编制《中国新型储能发展报告(2025)》，主要内容有： 《报告》主要包括三部分内容：一是从政策体系、装机规模、应用场景、技术创新、产业发展、标准体 系等方面，系统总结2024年国内外新型储能发展情况。二是从科学谋划发展、健全市场机制、加大技术 攻关、促进作用发挥和巩固产业优势等方面提出2025年新型储能行业发展展望。三是系统梳理2021- 2024年新型储能主要政策、技术创新和示范工程等大事记情况。 7月31日，国家能源局举行新闻发布会，发布上半年全国能源形势、上半年可再生能源并网运行情况， 介绍迎峰度夏电力供需总体情况，发布《中国新型储能发展报告(2025)》，并回答记者提问。 一是我国新型储能发展的政策体系持续完善，陆续出台《关于促进新型储能并网和调度运用的通知》 《加快构建新型电力系统行动方案(2024-2027年)》《关于 ...

Core Viewpoint - The recent capital increase and share expansion project of State Grid Xinyuan Holdings Co., Ltd. raised 36.5 billion yuan, marking the largest cash fundraising in state asset rights trading history, aimed at hydropower energy storage project construction, potentially leveraging over 300 billion yuan in project investments [1] Group 1: Investment and Market Dynamics - The investment round attracted major players such as China National Petroleum, China Insurance, and several financial institutions, indicating strong confidence in the future of the hydropower energy storage sector [1] - The hydropower energy storage market is projected to grow significantly, with installed capacity expected to reach over 62 million kilowatts by 2025 and approximately 120 million kilowatts by 2030 [1][2] - By the end of 2024, the total investment in operational and under-construction hydropower energy storage projects in China is estimated to reach 2 trillion yuan [1] Group 2: Role of State Grid and Southern Power Grid - State Grid and Southern Power Grid are the largest operators and investors in the hydropower energy storage sector, with State Grid operating 75 stations with a total capacity of 94.04 million kilowatts, the highest globally [2] - Southern Power Grid operates 7 hydropower energy storage stations in the Greater Bay Area with a total capacity of 10.28 million kilowatts and has 9 under-construction stations with a total capacity of 10.8 million kilowatts [3] Group 3: Policy and Economic Factors - The introduction of a two-part pricing policy for hydropower energy storage has stimulated investment, ensuring returns for investors and encouraging project development [4][6] - The average construction cost for hydropower energy storage projects has increased significantly, now ranging from 8,000 to over 10,000 yuan per kilowatt due to challenges in project site selection [6] Group 4: Future Energy System and Flexibility - Hydropower energy storage is crucial for China's energy transition and the construction of a new power system, providing essential flexibility to manage the volatility of renewable energy sources [7][10] - Compared to other energy storage solutions, hydropower energy storage offers superior cost efficiency, safety, and technical maturity, making it a preferred choice for balancing renewable energy generation [9][10]

Core Viewpoint - The rapid development of new energy storage in China is significantly enhancing the role of the new power system, promoting renewable energy utilization, and improving the safety and stability of the power system [1][2]. Group 1: Development Status - As of the end of 2024, China has built and put into operation new energy storage capacity of 73.76 million kilowatts (168 million kilowatt-hours), accounting for over 40% of the global installed capacity [1]. - The policy framework for new energy storage has been progressively established since the 14th Five-Year Plan, with multiple policy documents released to guide scientific development and improve the electricity market mechanism [1]. Group 2: Application and Impact - The application effects of new energy storage are becoming increasingly evident, with the average equivalent utilization hours exceeding 1,000 hours in provinces such as Zhejiang, Jiangsu, Chongqing, and Xinjiang in 2024, serving as a crucial means for renewable energy consumption [2]. - During peak summer periods, new energy storage has played a vital role in ensuring electricity supply during peak demand times, functioning effectively as a "super battery" [2]. Group 3: Technological Innovation - In 2024, the National Energy Administration announced 56 pilot projects for new energy storage, covering over ten technological routes, with several projects representing the first engineering applications in the country [2]. - Twelve new energy storage projects were selected as part of the fourth batch of major technological equipment in the energy sector, providing application scenarios for the implementation of first-of-a-kind equipment [2]. Group 4: Standardization - In 2024, more than 20 electrochemical energy storage standards were published and implemented, with multiple standards initiated, covering various aspects such as planning, grid connection, operation control, maintenance testing, and post-evaluation [2].

Core Viewpoint - The development of new energy storage in China is progressing steadily, with significant growth in installed capacity and utilization, driven by the increasing demand for renewable energy integration and power supply stability [3][4][7]. Summary by Sections New Energy Storage Progress - As of mid-2025, China's new energy storage installed capacity reached 94.91 million kilowatts (22.2 billion kilowatt-hours), marking a 29% increase compared to the end of 2024 [3]. - Major regions contributing to this growth include Inner Mongolia and Xinjiang, each exceeding 10 million kilowatts, while Shandong, Jiangsu, and Ningxia surpassed 5 million kilowatts [3]. Regional Analysis - The North China, Northwest, and Southern regions accounted for over 80% of the new installed capacity, with North and Northwest China maintaining stable shares of 29.7% and 25.7%, respectively [4]. - The Southern region saw a 3 percentage point increase in its share, reaching 15.4%, attributed to the high proportion of hydropower in provinces like Guangxi and Yunnan [4]. Utilization and Performance - The equivalent utilization hours for new energy storage nationwide were approximately 570 hours, an increase of over 100 hours year-on-year [4]. - Provinces such as Zhejiang, Guangdong, and Gansu reported utilization hours exceeding 600, demonstrating the effective role of new energy storage in peak power supply [4]. Future Development Plans - The National Energy Administration aims to enhance the application scenarios for new energy storage, improve scheduling capabilities, and accelerate market mechanism improvements to promote high-quality industry development [5][9]. Development Report Overview - The "China New Energy Storage Development Report (2025)" outlines the progress and future outlook for the industry, emphasizing the need for a robust policy framework and technological innovation [7][8]. - By the end of 2024, the installed capacity of new energy storage in China accounted for over 40% of the global total, showcasing the country's leadership in this sector [7]. Policy and Standards - A series of policies have been introduced to support the development of new energy storage, including guidelines for grid connection and operational management [8]. - Over 20 standards related to electrochemical storage have been implemented, enhancing the overall standardization of the industry [8].

Core Viewpoint - The article emphasizes the significant progress and future potential of China's new energy storage sector, highlighting the government's commitment to policy support, technological innovation, and market development to achieve high-quality growth in the industry by 2025 [5][6][7]. Group 1: International New Energy Storage Development Trends - Global investment in new energy storage strategies is increasing, with countries like the US, EU, and UK implementing supportive policies and incentives [16][17]. - The international new energy storage market is experiencing rapid growth, with a cumulative installed capacity of approximately 180 million kilowatts by the end of 2024, marking a 98% increase from 2023 [18][19]. - New energy storage technologies are expanding their applications, with various countries exploring innovations in electrochemical storage, long-duration storage, and intelligent dispatch technologies [20][21]. Group 2: China's New Energy Storage Development in 2024 - The policy framework for new energy storage in China is continuously improving, with national and provincial-level support systems being established [25][26]. - The installed capacity of new energy storage in China reached 73.76 million kilowatts (168 million kilowatt-hours) by the end of 2024, a 130% increase from 2023 [30][32]. - Key regions such as North and Northwest China account for over 55% of the total installed capacity, with significant growth in provinces like Inner Mongolia and Xinjiang [34][36]. Group 3: Application and Value of New Energy Storage - New energy storage applications are primarily focused on independent storage, shared storage, and renewable energy integration, collectively accounting for nearly 90% of the installed capacity [44][45]. - The average annual equivalent utilization hours for new energy storage increased significantly to 911 hours in 2024, reflecting improved operational efficiency [52][55]. Group 4: Technological Innovations and Industry Growth - Various new energy storage technologies are being implemented, with lithium-ion batteries dominating the market, accounting for 96.4% of the installed capacity [56][58]. - The production of lithium-ion batteries in China reached 1.17 billion kilowatt-hours in 2024, with a 24% year-on-year increase, and the total industry output value exceeded 1.2 trillion yuan [65][67]. - The cost of lithium-ion battery storage systems has decreased significantly, with prices dropping by approximately 25% for EPC contracts and 44% for system bids compared to 2023 [72]. Group 5: Standards and Regulations - A comprehensive standard system for new energy storage is being established, with 26 national standards and 18 industry standards released in 2024 [73][74]. - The standards cover various aspects of energy storage, including planning, design, equipment testing, and operational safety, enhancing the overall regulatory framework for the industry [75]. Group 6: Outlook for 2025 - In 2025, the focus will be on strengthening planning guidance, improving cost mechanisms, and advancing core technology research to support the high-quality development of new energy storage in China [77].

Core Viewpoint - The National Energy Administration supports the development of solar thermal power as a dual-function energy source that enhances long-term peak regulation capabilities and inertia for new energy systems, contributing to the safe and reliable replacement of traditional energy sources [3][4]. Group 1: Support for Hainan State as "China's Solar Thermal Capital" - The National Energy Administration and the National Development and Reform Commission emphasize the importance of solar thermal power development, aligning with the "14th Five-Year Plan" for renewable energy [4]. - Hainan State is identified as an ideal location for large-scale solar thermal power plants due to its abundant solar resources, flat terrain, and rich land resources [5]. - The government plans to further research and support policies for the large-scale development of solar thermal power, enhancing its role in the new energy system [5][6]. Group 2: Solar Thermal Power Capacity Pricing Policy - Qinghai Province is exploring a solar thermal power pricing policy at 0.55 yuan per kilowatt-hour, aiming to establish a 300,000-kilowatt independent solar thermal power station [6]. - The current stage of solar thermal power development faces challenges related to costs, scale, and return mechanisms, necessitating further research on the feasibility and operability of capacity pricing mechanisms [6].

Core Insights - The article highlights the entrepreneurial journey of Yu Dexiang, the chairman of Teruid, who has successfully led the company in the electric power equipment sector, focusing on innovation and market leadership [2][4][5]. Group 1: Company Background and Achievements - Teruid was founded in 2004 by Yu Dexiang after leaving a 13-year career at the State Grid Corporation, initially focusing on box-type substations [2][4]. - The company gained recognition by winning a significant contract for 105 box-type substations for the Qinghai-Tibet Railway, showcasing its innovative design and technical capabilities [3][4]. - Teruid became the first company to list on the Growth Enterprise Market in 2009, with stock code 300001, marking a significant milestone in its growth [4]. Group 2: Product Innovations - Teruid has developed several industry-first products, including the first 10kV high-speed railway remote control box transformer and the first 220kV prefabricated offshore booster substation, contributing to advancements in China's electric power equipment sector [4][5]. - The company has expanded its product applications beyond railways to include power grids, renewable energy, and data centers, establishing itself as a leader in the box-type electric equipment field [4]. Group 3: Financial Performance - In 2024, Teruid's "smart manufacturing + integrated services" business achieved a revenue of 10.485 billion yuan, a year-on-year increase of 22.47%, with a net profit of 709 million yuan, up 91.42% [5]. Group 4: Expansion into Electric Vehicle Charging - In 2014, Teruid launched a second venture, Terlai Electric, to develop a comprehensive charging network for electric vehicles, aiming to address future demands in the sector [6][8]. - Terlai Electric has established a charging network that integrates microgrids and energy storage, enhancing the capacity of the distribution network and supporting the large-scale development of electric vehicles [8][9]. Group 5: Internationalization Strategy - Teruid has successfully expanded its operations to 56 countries, achieving an overseas business contract value of 800 million yuan in 2024, a year-on-year increase of 131.87% [11]. - The company emphasizes the importance of competitiveness in international markets, focusing on product quality, brand, service, and cost [12]. - Recent projects include a 700 million yuan order for high-voltage mobile substations from Saudi Arabia, completed in under six months, demonstrating the company's execution capabilities [13][14].

Core Insights - The overall energy supply in China is sufficient and the supply-demand situation is generally relaxed, supporting economic recovery [1][2] - Renewable energy development has reached new heights, with significant growth in installed capacity and investment [3][4] Energy Supply and Demand - National energy consumption has maintained growth, with electricity consumption growth stabilizing at 5.4% in June [2] - Natural gas demand has slightly increased, while coal consumption has decreased due to warmer winter weather and increased renewable energy output [2] Renewable Energy Development - New energy installations have doubled compared to the same period last year, with non-fossil energy generation capacity exceeding 60% for the first time [2][4] - Renewable energy accounted for 91.5% of new installed capacity, with a total of 268 million kilowatts added in the first half of the year, a 99.3% year-on-year increase [4][5] Investment in Energy Infrastructure - Investment in key energy projects exceeded 1.5 trillion yuan, a 21.6% increase year-on-year, with significant contributions from private enterprises [3][4] - Investment in renewable energy generation has also seen rapid growth, particularly in distributed solar and offshore wind projects [3][4] Charging Infrastructure Development - As of June 30, the total number of electric vehicle charging facilities reached 16.1 million, with a coverage rate of 97.08% in counties and 80.02% in towns [6][7] - The total charging volume for new energy vehicles reached 54.923 billion kilowatt-hours in the first half of the year [7] Summer Peak Power Supply - The overall power supply during the summer peak is expected to be secure, with a projected load exceeding 1.55 billion kilowatts [7]

39岁毅然下海创业，20年时间两度攀登行业高峰，特锐德（300001）董事长于德翔的创业故事，始终围 绕"电"展开。 从青藏高原到沙漠腹地，从箱式变电站的突破到充电网的构建，于德翔带领企业以"要做就做中国第 一、世界第一"的信念，一步步在世界能源版图刻画中国制造坐标。 这位永不停歇的创业者，始终信奉创新引领市场而非迎合市场的理念。"无论是特锐德还是特来电，所 有的技术路线和产品路线都是我们自己开辟出来的，先开辟产品，再开辟市场，然后带领全行业做大做 强、做好做优。"如今，于德翔正率领企业在全球能源革命中书写新传奇。 在"新型电力系统"加快建设的大背景下，特锐德依托在电力设备领域深厚的技术积淀，持续推动产品矩 阵优化与服务模式升级。2024年，公司"智能制造+集成服务"业务实现营业收入104.85亿元，同比增长 22.47%；归母净利润达7.09亿元，同比增长91.42%。 ● 本报记者 杨洁 要做就要做第一 2004年，39岁的于德翔从工作了13年的国家电网河北省电力公司离职，带领20多个人"下海"创业，创办 特锐德，由此展开在箱式变电站领域的第一次创业征途。 2006年5月，特锐德中标青藏铁路全线105个3 ...

Core Insights - The overall energy supply in China is sufficient and the demand-supply situation is generally relaxed, supporting economic recovery [1][2] - Renewable energy development has reached new heights, with significant growth in installed capacity and investment in green energy projects [2][3] Energy Supply and Demand - National energy consumption has shown growth, with electricity consumption growth stabilizing at 4.7% in April, 4.4% in May, and 5.4% in June [1] - Natural gas demand has slightly increased, primarily driven by urban gas consumption, while coal consumption has decreased due to warmer winter weather and increased renewable energy output [1] Renewable Energy Growth - The installed capacity of renewable energy has rapidly increased, with non-fossil energy generation capacity surpassing 60% for the first time by the end of May [2] - In the first half of the year, the newly installed capacity of wind and solar power doubled compared to the same period last year, with renewable energy accounting for 91.5% of new installations [3][5] Investment in Energy Infrastructure - Investment in energy infrastructure projects exceeded 1.5 trillion yuan, a year-on-year increase of 21.6%, with private sector investment growing rapidly [2][3] - Investment in hydrogen energy projects has doubled, and investment in charging infrastructure has increased by nearly 70% [2][3] Charging Infrastructure Development - As of June 30, the total number of electric vehicle charging facilities reached 16.1 million, with a coverage rate of 97.08% in counties and 80.02% in townships [3][4] - The total charging volume for new energy vehicles reached 54.923 billion kWh in the first half of the year [3] Power Supply Assurance - The power supply during the peak summer demand period is expected to be secure, with a projected load exceeding 1.55 billion kW [4]