对于新能源消纳调控体系建设，《指导意见》提出了具体要求和时间节点，到2030年，协同高效的多层 次新能源消纳调控体系基本建立；到2035年，适配高比例新能源的新型电力系统基本建成，新能源消纳 调控体系进一步完善，支撑实现国家自主贡献目标。这与我国2035年国家自主贡献目标保持一致。《指 导意见》也从分类引导新能源开发与消纳、大力推动新能源消纳新模式新业态创新发展、增强新型电力 系统对新能源适配能力、完善促进新能源消纳的全国统一电力市场体系等方面提出政策举措，其核心在 于构建"市场驱动、技术支撑、政策保障、多元协同"的新能源消纳与调控新生态。 在新能源开发与利用方面，《指导意见》提出要分类施策，针对"沙戈荒"及海上风电不同环境、集中式 和分布式不同形态、水风光不同类别提出了不同要求；在场景应用方面，支持集成发展与就近消纳；在 新型电力系统建设方面，支持新型能源基础设施建设和电网灵活性、智能化改造；在电力市场方面，支 持绿证市场高质量发展和探索新能源发电价格传导机制，建立居民分时电价机制。 在COP30召开前，中国已向《联合国气候变化框架公约》秘书处提交《2035年中国国家自主贡献报 告》，提出"到2035年，中 ...

2025第十五届高工锂电年会 ◎李子健 记者 王玉晴 11月20日下午，在2025第十五届高工锂电年会闭幕式专场上，锂电龙头企业董事长展开接力演讲。现场 座无虚席，连过道都站满了热情的观众，想要第一时间了解龙头企业对形势的研判。 从现场来看，企业家们认可了锂电行业的复苏与市场需求的长期确定性。"行业形势好了，今晚的酒是 甜的。"龙蟠科技董事长石俊峰说。"锂电行业的需求、方法论、全球化都是确定的。"远景能源中国区 总裁赵卫军表示。 赵卫军分析认为，未来十年，锂电产业具备确定的周期性机遇。机遇的来源是新能源消纳、人工智能数 据中心（AIDC）方面的驱动和电力系统的安全需求。 新能源消纳方面，到2035年中国风电和太阳能发电总装机容量将达到2020年的6倍以上，力争达到36亿 千瓦，新能源消纳进入关键瓶颈期，需要储能作为支撑。AIDC方面，以美国市场为例，短周期内需提 升25%的发电量。这一方面依靠天然气发电，另一方面就需要风光发电，进而需要大量配储。在电力系 统安全方面，欧洲的能源独立需要新能源加储能支撑。 "以上需求支撑起了锂电产业发展的确定性。"赵卫军预测，风光发电很快会进入0.1元/度的时代。预计 到203 ...

Core Insights - Inner Mongolia has made significant progress in energy supply security, green transformation, and industrial innovation since the start of the 14th Five-Year Plan, establishing itself as a crucial energy and strategic resource base for the nation [1][2] Energy Supply Security - The region has successfully increased coal production capacity by 179 million tons and added 77 million tons of new capacity, fulfilling over one-third of the national coal supply task, ranking first in the country [2] - Electricity generation capacity has been boosted by 136 million kilowatts, with a 63% increase in electricity exports [2] - Oil and gas production has also seen growth, with crude oil output reaching 3.2 million tons and natural gas production at 31.9 billion cubic meters, maintaining over 60% of export volume [2] Renewable Energy Development - Inner Mongolia has led the nation in renewable energy development, surpassing 100 million kilowatts of installed capacity ahead of schedule, and has now exceeded 150 million kilowatts as of October [2][3] - The annual electricity generation from renewable sources has exceeded 200 billion kilowatt-hours, making it the highest in the country [2] Traditional Energy Industry Upgrade - The region is modernizing traditional energy industries through high-tech applications, with 61% of coal mines being green and 74% smart mines as of September [3] - New coal power plants are being built with advanced technologies, while outdated capacities are being phased out [3] Energy Production Capacity - The region is fostering new energy production capabilities, with significant advancements in hydrogen and storage technologies, including 60,000 tons of green hydrogen capacity, accounting for nearly 50% of the national total [3] - New energy is driving the development of new industries, creating a synergistic effect with sectors like computing power and new materials [3] Energy Sector Reforms - The region has streamlined approval processes for renewable energy and grid projects, reducing processing times from six months to approximately three [3] - A market-oriented pricing reform for renewable energy was initiated, with the eastern power market becoming the fifth in the country to operate formally [3] Renewable Energy Consumption Solutions - Inner Mongolia is addressing renewable energy consumption challenges through a three-dimensional approach, focusing on external sales, local consumption, and enhancing regulatory capabilities [4][5] - The region has established partnerships for high-voltage green electricity trading with eight provinces, achieving nearly 80 billion kilowatt-hours of electricity exports in the first ten months of the year, a year-on-year increase of over 60% [5] - Local consumption of renewable energy has also grown, with approximately 150 billion kilowatt-hours consumed domestically, reflecting a growth of over 20% [5]

多晶硅日报 油） 021-60635738 lijie@ccb.ccbfutures.com 期货从业资格号：F3031215 021-60635737 renjunchi@ccb.ccbfutures.com 期货从业资格号：F3037892 硅）028-8663 0631 penghaozhou@ccb.ccbfutures.com 期货从业资格号：F3065843 021-60635740 pengjinglin@ccb.ccbfutures.com 期货从业资格号：F3075681 021-60635570 liuyouran@ccb.ccbfutures.com 期货从业资格号：F03094925 研究员：冯泽仁（玻璃纯碱） 021-60635727 fengzeren@ccb.ccbfutures.com 请阅读正文后的声明 每日报告 一、行情回顾与展望 市场表现：多晶硅主力合约价格低开后震荡运行，PS2601 合约收盘价 52210 元/ 吨，跌幅 1.67%，成交量 173704 手，持仓量 137091 手，净增 848 手。 行业 日期 2025 年 11 月 19 日 能源化工研究团队 ...

三是抓调节能力提升，构建新型电力系统"稳定器"。内蒙古有序开发建设抽水蓄能电站，加快建设乌 海、赤峰芝瑞抽水蓄能项目，巴彦淖尔太阳沟、包头美岱抽水蓄能项目均已按计划开工。在电网关键节 点、新能源富集地区，内蒙古统筹布局新型储能项目，涵盖锂电池、液流电池、飞轮储能、压缩空气储 能等多种技术路线。预计到今年年底，全区新型储能建成装机规模有望达到1600万千瓦。（侯倩） 新能源消纳工作是规划建设新型能源体系、构建新型电力系统的重要内容。从11月18日内蒙古自治 区"完成'十四五'规划推动高质量发展"系列主题新闻发布会实体经济专场发布会上获悉，为推动新能源 消纳与利用，内蒙古主要从提升电力外送、促进本地消纳和提升调节能力三个方面发力。 一是抓绿电外送消纳，推动"蒙电外送"扩容增绿。内蒙古加强跨省跨区新能源合作，在全国范围内率先 开展跨省域特高压绿电交易，与北京、天津等5个省份建立了绿电外送交易合作关系，稳步提升上海庙 —山东、锡盟—泰州等外送通道的绿电输送规模和配比。今年前10个月，全区新能源外送电量近800亿 千瓦时，同比增长超60%，占全国1/3以上。 二是抓绿电本地消纳，打造绿能非电利用"试验田"。内蒙古创新出 ...

Investment Rating - The report suggests a focus on policy-sensitive sectors and undervalued high-growth stocks, indicating a preference for a "defensive over growth" strategy in the current market environment [2][31]. Core Insights - The North Exchange has reached its fourth anniversary with a steady market expansion, now comprising 282 listed companies and a total market value nearing 1 trillion [2][28]. - Recent policies promoting renewable energy consumption and encouraging private investment in infrastructure are expected to provide long-term growth momentum for specialized enterprises in high-end manufacturing and renewable energy sectors [2][18][20]. - The report highlights a significant increase in new energy vehicle sales, with October marking the first month where sales exceeded 50% of total vehicle sales, reflecting a robust growth trend in this sector [2][21]. Summary by Sections Market Overview - The average daily trading volume for all A-shares on the North Exchange reached 21.38 billion yuan, a decrease of 5.9% week-on-week [2][8]. - The North Exchange 50 index fell by 0.56% during the week, with an average turnover rate of 3.2% [2][8]. Key News and Policies - The National Development and Reform Commission and the National Energy Administration issued guidelines to enhance renewable energy consumption and control, aiming for a multi-layered consumption regulation system by 2030 [2][18]. - The State Council has encouraged private capital participation in various infrastructure projects, including railways and hydropower, with a potential holding ratio exceeding 10% for eligible projects [2][20]. Core Driving Factors - The market is characterized by a "defensive over growth" feature, with healthcare and gas sectors showing resilience due to favorable policies and market conditions [2][29]. - The technology sector, particularly communication equipment and semiconductors, has faced corrections due to global supply chain fluctuations and domestic demand saturation [2][29]. Investment Recommendations and Strategies - The report recommends focusing on policy-sensitive areas such as consumption, ultra-high voltage, countermeasures, and import substitution, as well as undervalued high-growth stocks like Lin Tai New Materials and Jin Hua New Materials [2][31].

多晶硅日报 油） 021-60635738 lijie@ccb.ccbfutures.com 期货从业资格号：F3031215 021-60635737 renjunchi@ccb.ccbfutures.com 期货从业资格号：F3037892 硅）028-8663 0631 penghaozhou@ccb.ccbfutures.com 期货从业资格号：F3065843 021-60635740 pengjinglin@ccb.ccbfutures.com 期货从业资格号：F3075681 021-60635570 liuyouran@ccb.ccbfutures.com 期货从业资格号：F03094925 研究员：冯泽仁（玻璃纯碱） 021-60635727 fengzeren@ccb.ccbfutures.com 行业 请阅读正文后的声明 每日报告 一、行情回顾与展望 市场表现：多晶硅主力合约价格先弱后强，PS2601 合约收盘价 52655 元/吨，跌 幅 2.90%，成交量 249766 手，持仓量 136243 手，净减 8948 手。 现货价格：多晶硅 n 型复投料成交价格区间为 4.9-5.5 ...

全国第一 内蒙古以"电力桥"解锁新能源消纳新路径 中新网呼和浩特11月18日电 (记者 李爱平 尚虹波)内蒙古自治区政府新闻办18日召开新闻发布会称，内 蒙古通过架设跨区域生态"电力桥"，走出了一条新能源消纳的新路。 此外，内蒙古的储能项目也已涵盖锂电池、液流电池、飞轮储能等多种技术路线。预计到今年年底，内 蒙古新型储能建成装机规模达到1600万千瓦，位居全国第一。(完) 来源：中国新闻网 编辑：郭晋嘉 广告等商务合作，请点击这里 本文为转载内容，授权事宜请联系原著作权人 中新经纬版权所有，未经书面授权，任何单位及个人不得转载、摘编或以其它方式使用。 关注中新经纬微信公众号(微信搜索"中新经纬"或"jwview")，看更多精彩财经资讯。 内蒙古自治区能源局副局长陈铮表示，内蒙古加强跨省跨区新能源合作，在全国范围内率先开展跨省域 特高压绿电交易，与北京、天津等5个省市建立了绿电外送交易合作关系，稳步提升上海庙—山东、锡 盟(锡林郭勒盟)—泰州等外送通道的绿电输送规模和配比。 内蒙古是国家重要能源基地，煤炭、风能、太阳能等能源资源储量丰富。为增加绿色能源供给，近年 来，内蒙古加快新能源发电外送工程建设，业界称之为 ...

Core Viewpoint - China's development of renewable energy is shifting from large-scale development to a balanced approach of development and consumption to address the challenges posed by the rapid growth of renewable energy [3][5]. Summary by Sections Renewable Energy Consumption and Regulation - The National Development and Reform Commission and the National Energy Administration have issued guidelines to enhance renewable energy consumption and regulation, aiming to establish a collaborative and efficient multi-level consumption regulation system by 2030 and a new power system adaptable to high proportions of renewable energy by 2035 [3][5]. Establishing a Multi-Level Consumption Regulation System - By 2030, a multi-level renewable energy consumption regulation system will be established to ensure smooth grid connection, diverse utilization, and efficient operation of renewable energy, meeting the annual demand for the reasonable consumption of over 200 million kilowatts of new energy [5][6]. Classification of Renewable Energy Development and Consumption - The guidelines categorize renewable energy development and consumption into five types, optimizing the integration of water, wind, and solar energy, and promoting orderly development of offshore wind energy [8][9]. New Models and Mechanisms for Consumption - The guidelines emphasize the importance of integrating renewable energy with industrial development and propose new consumption models, including integrated development, green electricity direct connection, and smart microgrids [11][12]. Price Mechanism Innovations - The guidelines suggest innovations in pricing mechanisms to promote renewable energy consumption, including establishing a pricing mechanism for renewable energy delivery and local consumption, and improving retail market pricing mechanisms that reflect time-of-use value differences [10][12].

Core Viewpoint - The article discusses the release of the "Guiding Opinions on Promoting the Consumption and Regulation of New Energy" by the National Development and Reform Commission and the National Energy Administration, marking a new phase of refined management in new energy consumption, with a goal to establish a multi-level consumption regulation system by 2030 to meet the annual demand for the reasonable consumption of over 200 million kilowatts of new energy [1][2]. Group 1: Classification and Strategy - The "Guiding Opinions" introduce a classification approach for coordinating new energy development and consumption, emphasizing the need for differentiated management strategies based on various development scenarios [2][3]. - The document outlines five categories of scenarios for new energy consumption and supports four types of new business models for local consumption, indicating a shift from a single management model to a more tailored approach [2][3]. Group 2: New Business Models and Integration - The promotion of new business models and innovative development in new energy consumption is highlighted, including integrated development models that combine new energy with industrial applications [3][4]. - Local consumption is identified as a key focus for the 14th Five-Year Plan, aiming to reduce risks associated with long-distance transmission and lower investment costs [3][4]. Group 3: Support for Enterprises - The optimization of consumption and regulation models is expected to enhance the operational guarantees for enterprises involved in new energy, providing a solid foundation for reasonable profit expectations [5]. - Companies are encouraged to invest in key technologies such as new energy storage and virtual power plants to improve output stability and participate actively in green certificate markets for additional revenue [5]. Group 4: Evaluation and Metrics - The "Guiding Opinions" propose a shift from a single utilization rate metric to a comprehensive evaluation system for new energy consumption, taking into account various factors such as installed capacity, generation volume, and regional characteristics [8][9]. - Local energy authorities are tasked with setting annual new energy utilization targets and developing a dynamic evaluation system that reflects the unique characteristics of their regions [8][9].