Group 1: Energy Storage Industry - Advanced Energy is one of the three leading industries in Changping District, with a focus on innovation in energy storage solutions [1] - Zhonghai Energy is developing iron-chromium flow batteries, which have a 90% water-based electrolyte, significantly reducing fire risks associated with traditional lithium-ion batteries [1][2] - The company has secured multiple billion-level orders and expects to achieve a revenue of 200 million yuan this year, with plans to establish three production bases across the country [2] Group 2: Pharmaceutical Industry - Innovent Biologics has received approval for its new BTK inhibitor, Oubatinib, for treating chronic lymphocytic leukemia/small lymphocytic lymphoma (CLL/SLL), expanding its market potential [2][3] - The drug is also being explored for use in autoimmune diseases, with several clinical trials progressing to global Phase III [3] - The innovative design of Oubatinib allows for precise targeting of BTK proteins, minimizing side effects and enhancing safety for long-term use in autoimmune conditions [3] Group 3: Synthetic Biology and Advanced Manufacturing - The synthetic biology sector is emerging in Changping, with companies like Weiyuan Synthetic innovating in the production of rare sugars like allulose through engineered microorganisms [4] - The rapid growth of Weiyuan Synthetic is supported by public service platforms established by the district to aid startups in high-throughput screening and other essential services [4] - The private sector in Changping contributes significantly to the local economy, accounting for over 79.8% of large-scale enterprises and generating substantial tax revenue and employment [4]

Group 1 - The Tianjin Economic and Technological Development Area (TEDA) has achieved significant results in technology innovation in the first quarter, laying a solid foundation for the annual development of technology innovation [1][2] - TEDA has been approved as one of the first pilot areas for future industries in Tianjin, focusing on cutting-edge technology fields such as general artificial intelligence, embodied intelligence, nucleic acid drugs, and new energy storage [1] - A total of 12 municipal key laboratories were approved in TEDA, ranking first in the city, indicating a significant improvement in the innovation capabilities of regional enterprises [2] Group 2 - TEDA launched an angel investment fund with a total scale of 500 million yuan, focusing on the industrialization of future technologies and supporting startup technology companies [1] - The total R&D investment in TEDA continues to maintain the top position in the city, with a notable increase in the activity of the technology market, as evidenced by a 10% year-on-year growth in technology contract transaction volume, exceeding 4 billion yuan [2] - TEDA aims to continue enhancing technology innovation efforts across various aspects, including future industry development, technology finance, and innovation platform construction [2]

Group 1: Energy Supply and Consumption - The National Energy Administration reported that energy supply is sufficient, consumption is growing, and the overall supply-demand situation is relaxed with stable prices showing a downward trend [1] - In the first quarter, renewable energy accounted for 90% of new installed capacity, with an increase of 76.75 million kilowatts, representing a year-on-year growth of 21% [1] - Renewable energy generation reached 816 billion kilowatt-hours in the first quarter, a year-on-year increase of 18.7%, making up 35.9% of total electricity generation [1] Group 2: Nuclear Energy Development - The operational and approved nuclear power installed capacity in China exceeds 120 million kilowatts, with a projected nuclear power generation of 450.9 billion kilowatt-hours in 2024, accounting for 4.5% of total generation [1] - The government plans to support the development of advanced nuclear technologies, including fourth-generation reactors and small modular reactors [1] Group 3: Hydrogen Energy Sector - Hydrogen energy is a key focus, with a projected production and consumption scale exceeding 36.5 million tons in 2024, making China the world's largest producer [2] - Over 600 renewable energy electrolysis hydrogen production projects are planned, and more than 540 hydrogen refueling stations have been established [2] - Approximately 24,000 fuel cell vehicles have been promoted as part of the ongoing demonstration applications [2] Group 4: Investment in Energy Sector - Energy investments have shown rapid growth, with a 12.9% year-on-year increase in investment in key energy projects in the first two months [2] - Investments in offshore wind, new energy storage, power grids, and nuclear power are growing quickly [2] Group 5: Support for Private Enterprises - The National Energy Administration has issued a notice to support private enterprises in enhancing development momentum and fair market participation [3] - Private enterprises account for over 80% of operators with more than 10,000 charging facilities, indicating their significant role in the energy sector [3] - New nuclear power projects approved recently have at least 10% shareholding from private enterprises, highlighting their increasing involvement in energy infrastructure [3]

《 人民日报 》（ 2025年05月05日 03 版） 新型储能就像"超级充电宝"，可以在电力运行中调峰、调频、调压，对促进新能源开发消纳、保障电力 系统安全稳定运行发挥重要作用。近年来，我国新型储能发展快速，技术总体处于国际领先地位。截至 2024年底，全国已建成投运新型储能项目累计装机规模达7376万千瓦/1.68亿千瓦时，约为"十三五"末的 20倍，较2023年底增长超过130%。 新型储能布局灵活、建设周期短、应用场景广泛，"十四五"以来，直接带动项目投资近2000亿元，促进 打造产业集群，成为经济发展绿色新引擎。不仅如此，新型储能科技含量高、产业链条长、涉及环节 多，发展过程中培育了众多创新型企业，并促进传统产业转型升级，带动相关人才培养。目前我国已有 80余所高校设立储能本科专业，整合优质力量建设了7个储能产教融合平台，培养出一批创新能力强、 具备国际视野和引领产业快速发展的领军人才。 为满足产业发展需求，相关部门出台政策，支持储能领域人才培养。今年印发的《新型储能制造业高质 量发展行动方案》提出，加快人才引育。强化新型储能领域产教融合，进一步发挥产教融合平台作用， 鼓励企业深度参与人才培养和教育 ...

插播 ：拒绝鱼龙混杂， 让优质项目脱颖而出！"2024-2025用户侧储能项目TOP10榜单"征集进行中。点击 "阅读原文" 进行申报 随着财报披露进入尾声，2024年新型储能市场的竞争版图浮现。 据行家说储能统计，以2024年财报以及招股书数据中 明确公布的储能营业收入 为衡量标准，2024年度储能营收TOP50企业（见文末图表）呈现 出明显的分层，强者愈强模式显现，同时7成以上的企业储能营收增长， 最高增速近16倍 ，而且储能系统尤其是便携储能系统业务毛利率最高。 营收分化，冰火两重天 ■ 储能营收呈金字塔结构 TOP50中，11家公司储能营收占比超50%，9家公司储能营收占比在30%-50%之间，而且相比2023年，2024年大多数公司的储能营收占比呈增 长趋势。 从营收来看，储能企业竞争格局呈现金字塔结构：宁德时代、阳光电源、亿纬锂能组成超200亿俱乐部，储能营收均超190亿元；安克创新和海辰 储能以120多亿位居其后；阿特斯、中创新航、海博思创、国轩高科、瑞浦兰钧等5家企业组成70-100亿阵营。 奥特佳、中国电力、华宝新能、德 业股份、天合光能、艾罗能源储能营收在20-50亿元，值得注意的是，68 ...

关注公众号，点击公众号主页右上角" ··· "，设置星标 "⭐" ，关注 鑫椤锂电 资讯~ 本文来源： 宝丰集团官微 4月27日，宝丰储能正极、负极、电解液厂暨宝丰能源四期烯烃新材料项目集中开工现场推进会在宁夏宁 东基地举行。 宝丰新型储能等项目投资105亿元， 将加快推进年产25万吨磷酸铁锂正极材料、15万吨人造石墨负极材 料、17万吨电解液材料，100GWh锂电池及储能系统和储能电站项目建设达产， 并基本形成立足宁夏、 辐射西北、面向全国的新型储能材料生产基地。 进固态电池群 ，加小编微信：13248122922 注：添加好友请备注 公司名称、姓名、职务，入群需发送1张您的纸质名片~ 会议详情 I C C S I N O 主办单位： 鑫椤资讯 END 会议时间： 2025年7月8-9日（8号报到） 会议地点： 中国·上海 会议咨询： 19921233064（微信同） ...

插播 ：拒绝鱼龙混杂， 让优质项目脱颖而出！"2024-2025用户侧储能项目TOP10榜单"征集进行中。点击 "阅读原文" 进行申报 千亿煤化工巨头宁夏宝丰集团加速储能布局。 昨日（ 4月27 日）， 宝丰能源在宁东基地 举行总投资310亿元的储能和 烯烃新材料项目集中开工推进会 。 ■ 105亿！布局储能全产业链项目 项目总投资310亿元， 其中新型 储能等项目投资 105亿 ，加快推进年产25万吨磷酸铁锂正极材料、15万吨人造石墨负极材料、17万吨电解液材 料，100G Wh锂电池及储能系统和储能电站项目建设达产，并基本形成立足宁夏、辐射西北、面 向全国的新型储能材料生产基地，助力"源网荷 储"新型能源系统构建。 ■ 宁夏首富：力促千亿煤化工企业转型 宝丰能源实控 人、身家950亿元的宁夏首富党彦宝，自2005年成立宝丰能源，通过13年的创新发展及转型努力， 将 宝丰集团 发展为涵盖能源化 工、新能源、新型储能三大产业 板块的大型企业集团。他极为重视储能的发展，多次公开发言提及储能。 宝丰集团 董事长党彦宝 出席宝丰能源新建项目开工仪式并讲话，图源于宝丰集团 在去年4月20日，内蒙古电力集团与宝丰集团座 ...

Core Viewpoint - The company, Zhiguang Electric (002169), reported a slight decline in revenue for 2024 but showed positive growth in cash flow and first-quarter performance for 2025, indicating potential recovery and growth in its core business, particularly in energy storage systems [1][2][3] Financial Performance - In 2024, Zhiguang Electric achieved operating revenue of 2.596 billion yuan, a year-on-year decrease of approximately 5%, with a net profit attributable to shareholders of -326 million yuan and a net operating cash flow of 110 million yuan, an increase of 61.22% year-on-year [1] - The first quarter of 2025 saw revenue of 657 million yuan, a year-on-year increase of 24.76%, with a non-recurring net profit of -35.83 million yuan, up 23.81% year-on-year, indicating improving performance metrics [1] Business Segments - The energy storage equipment sales and system integration business generated revenue of 1.063 billion yuan in 2024, a year-on-year increase of approximately 15%, with the energy storage segment accounting for 40.96% of total revenue, up about 7 percentage points [1] - The company anticipates that the shipment volume of energy storage systems will increase by over 200% in 2024, despite a nearly 50% decrease in unit prices [1] Strategic Developments - Zhiguang Electric has established a new energy storage manufacturing base in Guangzhou with a capacity of 3GWh, and the second phase of the base has been completed in the first quarter of 2025 [2] - The company has successfully delivered large-scale energy storage projects and is set to initiate further independent energy storage projects by the end of 2024, utilizing its self-developed liquid-cooled cascade high-voltage direct-connected energy storage system [2] Industry Context - Since 2022, the company has focused on energy storage as a strategic priority, leading to rapid growth in this sector while simultaneously divesting from non-core businesses [2] - Financial challenges have arisen due to impairments from divested non-core businesses and increased financial costs from investments in energy storage capacity and independent projects [3] - The company is positioned to benefit from national policies promoting high-quality development in the new energy storage manufacturing industry, particularly in high-voltage applications [3]

大力发展新型储能，是新疆实现新能源高速发展和电力安全稳定供应的破局之道。走进新疆哈密华润咸 水泉风电储能电站，全球首个百兆瓦时级组串式构网型储能电站性能测试于去年5月30日在这里完成。 该储能电站解决了大规模构网型储能电站多机并联运行稳定性难题，首次开发并成功应用了构网型储能 电站智能控制器。这标志着在储能技术领域取得重大突破。 当前，新疆新型储能项目持续取得技术突破。今年3月，克州300兆瓦/1200兆瓦时构网型独立储能项目 已并网送电达4个月。该项目通过采用先进的构网控制技术，可有效平衡电网功率，大幅提升电网的稳 定性和调节能力。一次性可充满120万千瓦时电，可保障约20万家庭6小时的晚高峰生活用电，每年可调 节电量约3.84亿千瓦时。 在新疆公布的2024年新型储能项目清单中，41项独立新型储能项目涵盖磷酸铁锂、氢储、热储等多种类 型，多样的储能技术在能源领域具有广泛的应用前景。2024年，新疆新型储能全年充电44.8亿千瓦时， 有效提升新能源利用率3.6%。"从规模化来看，2024年全年储能新增555.3万千瓦/1952.9万千瓦时，同比 增长139%。"国网新疆经研院能源发展研究中心副主任李昌陵说。 ...

Core Viewpoint - The article discusses the performance and trends of new energy storage projects in China during the first quarter of 2025, highlighting a slight decline in installed capacity compared to the previous year, while emphasizing the growth in independent storage projects and advancements in storage technology [1][3][4]. Summary by Sections New Installed Capacity - In Q1 2025, China added 5.03 GW/11.79 GWh of new energy storage capacity, representing a year-on-year decrease of 1.5% and 5.5% respectively [1]. - The grid-side contributed 4.46 GW/10.57 GWh, with a minor decline of 0.2% and 4.4% year-on-year, while the user-side added 575 MW/1124 MWh, showing a more significant drop of 10.9% and 11.6% [1]. Regional Distribution - New energy storage projects were launched across 24 provinces, with Hebei leading in scale. Notably, several independent storage projects exceeding 100 MW were commissioned in Hebei, contributing to a total installed capacity of over 1 million kW [3][4]. Application Distribution - Independent storage projects accounted for over 50% of the new installed capacity, with grid-side power capacity making up 52%, an increase of 17 percentage points year-on-year. The grid-side added 2.63 GW/6.48 GWh, reflecting a year-on-year growth of 46% and 68% respectively [4]. - The power generation side saw a decrease in installed capacity of 31% year-on-year, while the user-side also experienced an 11% decline, primarily in commercial and industrial storage applications [4]. Technology Trends - The majority of new projects utilized electrochemical storage technology, with lithium battery projects comprising 98% of the total. Phosphate lithium battery technology remains dominant [7]. - Several mixed storage projects were launched, combining various technologies such as lithium-ion and sodium-ion batteries, as well as supercapacitors [7][12]. Notable Projects - Key projects include the largest grid-side independent storage project in China located in Hebei, with a capacity of 300 MW/1200 MWh, and the first mixed network-type storage project, which integrates multiple storage technologies [11][12].