近年来，储能作为保障能源体系稳定运行的重要环节，其装机规模不断攀升。然而，全球的储能电站火 灾爆炸事故也频频出现，行业正在经历一场"安全"大考。 5月7日，国家能源局等五部门联合下发《关于加强电化学储能安全管理有关工作的通知》（以下简称 《通知》）。《通知》指出，要从提升电池系统本质安全水平、开展电化学储能项目安全条件和设施论 证评价、进一步完善电化学储能相关标准规范、落实电化学储能项目安全监管责任、加强部门工作联动 和信息共享、落实企业安全生产主体责任六个方面加强电化学储能安全管理工作。 21世纪经济报道记者雷椰 实习生刘宇博 北京报道 林伯强表示，电化学储能的标准建设一直在进行中，但由于技术本身不断创新进步，标准体系仍处于动 态完善阶段。 "在有了标准后，如何执行标准、如何加强第三方检测，对于提升企业质量控制水平也非常重要。"张振 涛提醒。 《通知》还强调，落实企业安全生产主体责任。电化学储能项目单位落实安全生产主体责任，统筹做好 项目规划、设计、施工、运行及退役全过程安全管理。 张振涛建议，企业实施"技术+管理"双轮驱动战略，在技术创新端加快工程化运用，在管理升级端需构 建系统防护体系。同时建议行业关注 ...

锚定能源行业保险专家定位，鼎和保险率先破题、走在前沿，构建了多元化的储能保险 产品矩阵。自2022年推出保险行业首款电化学储能专属保险产品以来，鼎和保险已形成了集 电化学储能产品质量责任保险、电化学储能建筑安装工程保险、电化学储能财产一切险、电 化学储能机器损坏险、电化学储能第三者责任保险、电化学储能峰谷电价价差收入损失保险 2025年五一前，西班牙和葡萄牙经历了一场前所未有的大规模停电，导致两国交通瘫 痪、医疗系统告急、社会几近停摆。专家推测，停电可能源于当地设备老化与储能不足。作 为新型电力系统的重要组成部分，储能的安全稳定运行对于保障电力供应、优化能源配置具 有重要作用，网友形象地称之为"超级充电宝"。 近年来，我国电化学储能电站呈快速发展态势，各类电站开工、竣工捷报频传。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，2025 年新型储能累计装机将突破一亿千瓦。这些储能设施在运行过程中，也面临着复杂多样的风 险，例如电池热失控、效能衰减、网络安全隐患、电力市场交易风险等。 为切实落实电化学储能安全管理责任，近日国家能源局、工业和信息化部、应急管理 部、市场 ...

Market Performance - The Shanghai Composite Index and Shenzhen Component Index opened with gains exceeding 1%, while the ChiNext Index rose over 2% before narrowing gains by the close [1] - As of the close, the Shanghai Composite Index increased by 0.8% to 3342.67 points, the Shenzhen Component Index rose by 0.22% to 10104.13 points, and the ChiNext Index gained 0.51% to 1996.51 points [1] - The total trading volume in the Shanghai and Shenzhen markets reached 150.53 billion yuan, an increase of over 140 billion yuan compared to the previous day [1] Financial Policy Impact - A comprehensive financial policy package was introduced to stabilize the market and expectations, including interest rate cuts and structural policy adjustments [2] - The People's Bank of China emphasized the need for coordinated efforts to implement these policies effectively, aiming to support economic recovery and high-quality development [7] - The new policies are expected to positively influence the banking sector, particularly in terms of asset quality and risk management [3][2] Nuclear Fusion Development - Significant advancements in nuclear fusion technology were reported, with key projects like the International Thermonuclear Experimental Reactor (ITER) and China's compact fusion experimental device (BEST) entering critical phases [4][5] - The BEST project aims to complete construction by 2027, with expectations for experimental demonstration of fusion power [4] - The global nuclear fusion research landscape is rapidly evolving, indicating potential growth in the industry [5] Agricultural Technology Innovation - The Ministry of Agriculture and Rural Affairs outlined plans to enhance the agricultural technology innovation system, aiming for high-level self-sufficiency by 2035 [8] - The initiative emphasizes the integration of agricultural technology innovation with industry needs and the importance of talent development [8] Smartphone Market Growth - China's smartphone market saw a shipment volume of 68.7 million units in Q1 2025, marking a 9% year-on-year increase and continuing a growth trend for five consecutive quarters [10] - The growth is attributed to market recovery and government subsidy policies [10]

国家能源局综合司 工业和信息化部办公厅 应急管理部办公厅 市场监管总局办公厅 国家消防救援 局办公室关于加强电化学储能安全管理有关工作的通知 国能综通安全〔2025〕65号 各省（自治区、直辖市）及新疆生产建设兵团能源主管部门、工业和信息化主管部门、应急管理 厅（局）、市场监管局（厅、委）、消防救援总队： 为深入贯彻落实习近平总书记关于安全生产重要论述和重要指示批示精神，以及党中央国务院关 于安全生产重大决策部署，按照国务院安委会工作要求，切实落实电化学储能安全管理责任，强 化全链条安全管理，坚决防范遏制重特大事故，现就有关事项通知如下。 一、提升电池系统本质安全水平。 工业和信息化部门加快电池本体安全研究，推进电化学储能电 池技术进步，规范电池系统设计和生产制造。市场监督管理部门规范电池产品生产销售，维护市 场秩序，加强信用监管，推动市场主体信用体系建设。 二、开展电化学储能项目安全条件和设施论证评价。 项目单位强化项目安全管理，在可行性研究 阶段要对电化学储能项目安全生产条件和设施进行综合分析，形成书面报告并备查；在竣工或试 运行完成后对项目安全设施进行检查，发现问题及时整改；项目投运一定时间后开展安全后 ...

5月7日，国家能源局网站发布 了 《关于加强电化学储能安全管理有关工作的通知》 ，通知提 出，提升电池系统本质安全水平，开展电化学储能项目安全条件和设施论证评价，进一步完善电 化学储能相关标准规范，落实电化学储能项目安全监管责任，加强部门工作联动和信息共享，落 实企业安全生产主体责任。 通知明确了各部门职责， 工业和信息化部门 加快电池本体安全研究，推进电化学储能电池技术 进步，规范电池系统设计和生产制造。 市场监督管理部门 规范电池产品生产销售，维护市场秩 序，加强信用监管，推动市场主体信用体系建设。 市场监督管理部门、能源主管部门及相关部门 加快推进电化学储能电站设计、施工、验收、并网、运行等相关标准规范的制修订工作。 能源主 管部门 会同相关部门制定企业安全生产标准化等安全生产方面的标准规范，加强与储能电池产品 强制性国家标准衔接应用。 消防救援部门 制定消防管理、火灾监测预警等标准规范等等。 通知强调要落实电化学储能项目安全监管责任， 按 照"三管三必须"" 谁主管谁牵头、谁为主谁 牵头、谁靠近谁牵头 "的原则 ，进一步强化安全监管。 所有电化学储能电站项目须依法依规实 施备案。 此外，通知还强调了要 ...

Core Viewpoint - The notice issued by multiple government departments emphasizes the importance of enhancing safety management in electrochemical energy storage systems to prevent major accidents and ensure high-quality development in the sector [1][2][5]. Group 1: Safety Management Enhancements - The notice calls for improving the inherent safety level of battery systems and accelerating research on battery safety by the industrial and information technology departments [2][3]. - It highlights the need for comprehensive safety condition evaluations and facility assessments for electrochemical energy storage projects during feasibility studies and post-construction [3][4]. Group 2: Standardization and Regulation - There is a push to further refine standards and regulations related to the design, construction, acceptance, grid connection, and operation of electrochemical energy storage stations [3][4]. - The notice mandates that all electrochemical energy storage projects must comply with legal and regulatory requirements for filing and clearly define safety responsibilities [4][5]. Group 3: Interdepartmental Coordination - The notice stresses the importance of interdepartmental collaboration and information sharing among energy, emergency management, industrial and information technology, market supervision, and fire rescue departments [4][5]. - It encourages the establishment of mechanisms for joint research, training, inspections, and enforcement to enhance safety monitoring and response to major issues [4]. Group 4: Corporate Responsibility - Companies involved in electrochemical energy storage projects are required to take on primary responsibility for safety management throughout the project lifecycle, from planning to decommissioning [4][5]. - The notice emphasizes the need for rigorous safety hazard identification and risk management to ensure safe operations and prevent accidents [4].

| | | | 碳 锌 8 详20250507: 国内碳酸锂5月供给预期偏松,三元材料厂库存量较上周减少 | 交易日期(日) | 2025-04-30 | 2025-04-25 | 较昨日变化 | 2025-05-06 | 近两周走势 | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 近月合约 | 收盘价 | 65100.00 | 65680.00 | 68380.00 | -580.00 | 连一合约 | 65280.00 | 收盘价 | 65880.00 | 68180.00 | -600.00 | | | 连二合约 | 收盘价 | 66400.00 | -660.00 | 67060.00 | 68180.00 | 收盘价 | 66400.00 | 69240.00 | 连三合约 | 67060.00 | -660.00 | | | -700.00 | 收盘价 | 65260.00 | 65960.00 | 68180.00 | 碳酸锂期货 | 成交量(手) | ...

附原文： 相关阅读 近日，浙江省宁波市能源局发布《宁波市电化学储能项目建设运行管理工作指南（试行）》，该 指南对宁波市电化学储能项目立项、信息注册、项目建设、竣工验收、项目运行、安全管理等作 出系列要求。 指南明确，电化学储能项目分为 电化学储能电站 和 电化学储能设施 进行管理。电化学储能电站 包括全市新建、扩建或改建的功率为500kW、容量为500kWh及以上且适用于《电化学储能电站 设计规范》的电化学储能项目。电化学储能设施包括其他电化学储能项目。 项目运行方面， 用户侧电化学储能电站 （设施）纳入用户内部配电设施运行管理， 原则上不得 向公用电网倒送电。 充放电功率在500kW及以上的项目应具备实时 在线监测 和 远程预警控制 功能。 额定功率5MW及以上的电化学储能电站（设施）应设置现场值班人员，落实24小时值班制度。 大型电化学储能电站（按照国家规范标准或消防安全重点单位界定标准等要求执行）每半年至少 组织开展一次灭火和应急疏散演练，每年度至少开展一次消防安全评估。 联盟官微 关注政策、项目、企业、市场活动 联盟官方小秘书 入会、入群、产业交流、活动对接 重磅！国家发展改革委、国家能源局正式发布电 ...

点击阅读原文，即可报名参会！ 01 ｜ 一周锂电新闻汇总 02 ｜ 超50亿元！这一新能源产业园项目签约福建 03 ｜ 北京硅碳负极公司完成数亿元融资 04 ｜ 2025起点轻型动力电池及两轮车换电大会7月10-11日无锡 举办 往 期 回 顾 据湖北省武汉市江夏区自然资源和城乡建设局消息，4月30日至5月9日，武汉楚能新能源有限公司楚能50GWh新能源电池仓储、物流项目 （改、扩建项目）规划总平面及效果图进行批前公示，该项目位于江夏区经济开发区星光大道489号。 据悉，楚能50GWh新能源电池仓储、物流项目总投资100亿元，主要致力于电化学储能、新能源汽车电池及系统的研发、制造和销售，旨在 为全球新能源应用提供一流的产品与解决方案。 （ 来源：海融网） ...

Core Viewpoint - The financial performance of Pava Co. in 2024 is concerning, with significant losses and internal control issues leading to a downgrade in stock status to ST Pava [1][4][6] Financial Performance - Total revenue for 2024 was 949 million, a slight decrease of 0.60% year-on-year - Gross profit was -181 million, with net profit attributable to shareholders and net profit excluding non-recurring items at -727 million and -732 million, representing year-on-year declines of 193.37% and 192.68% respectively [1][4] - Compared to 2023, the net profit attributable to shareholders and net profit excluding non-recurring items were -248 million and -250 million, showing declines of 269.86% and 330.31% respectively [4] - Rolling quarter-on-quarter growth rates for 2024 showed declines of -26.26% for total revenue, -40.47% for net profit attributable to shareholders, and -41.72% for net profit excluding non-recurring items, indicating worsening financial conditions [4] Industry Background - The lithium battery industry experienced robust growth in 2024, driven by the booming electric vehicle and energy storage markets - Global lithium-ion battery shipments reached 1,545.1 GWh, a year-on-year increase of 28.5%, with China accounting for 1,214.6 GWh, up 36.9% [4] - Despite the industry's growth, Pava Co. failed to capitalize on these opportunities, facing intense competition and market challenges [5] Internal Control Issues - The major issue in Pava Co.'s 2024 annual report was the negative opinion on internal controls issued by Tianjian Accounting Firm, leading to the stock being flagged for risk and renamed ST Pava [6] - In the 2025 Q1 report, the company disclosed issues with financial data, including inflated revenue and underreported inventory impairment, highlighting serious deficiencies in financial management [6]