4月22日，中国资环新能源科技公司在江苏南京揭牌成立，并分别与南京市政府、盐城市政府、江苏省 环保集团签署合作协议。据介绍，中国资环新能源科技公司是中国资环组建以来，在集团总部驻地外第 一家揭牌成立的专业子公司。未来，中国资环新能源科技公司将深耕风、光、储、热等新能源领域，开 展新能源全生命周期运营管理及碳足迹溯源，积极探索构建源网荷储一体化运营产业链。(智通财经) ...

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：000695 证券简称：滨海能源 公告编号：2025-013 一、重要提示 本年度报告摘要来自年度报告全文，为全面了解本公司的经营成果、财务状况及未来发展规划，投资者 应当到证监会指定媒体仔细阅读年度报告全文。 所有董事均已出席了审议本报告的董事会会议。 非标准审计意见提示 □适用 √不适用 董事会审议的报告期利润分配预案或公积金转增股本预案 □适用 √不适用 公司计划不派发现金红利，不送红股，不以公积金转增股本。 二、公司基本情况 1、公司简介 ■ 2、报告期主要业务或产品简介 报告期内，公司主要从事锂电池负极材料的研发、生产和销售业务。 锂电池负极材料的原材料主要为针状焦、石油焦、沥青、碳材料、天然石墨等，其中人造石墨负极上游 主要为石油化工、煤化工等基础化工产业，为大宗交易产品，市场化程度较高，市场波动相对较大，原 材料价格的波动对负极材料成本存在一定影响。 锂电池负极材料加工过程需要耗用大量的电能，特别是石墨化工序，电价的波动对于负极材料成本的影 响较大。 锂电池负极材料的下游为锂电池行业，根据应用领域不同，主要包括动力电池、消费电池和储能电 ...

4月11日消息，储能行业正从政策红利期迈向价值深耕期，在ESIE 2025第十三届储能国际峰会暨展览会 期间，阳光电源工商业储能产品线总经理曹伟指出，电力市场化改革与新型储能政策正推动工商业储能 从"备用电源"转向"价值创造主体"。分时电价机制与辅助服务市场的完善，将加速用户侧储能收益多元 化。而AI与储能的融合正推动行业从"经验驱动"迈向"智能驱动"的范式跃迁。阳光电源认为，AI技术将 在能量管理精准化、调度决策实时化、电力交易博弈最优化三大维度重塑储能产品价值，并催生万亿级 市场增量空间。 随着分布式光伏参与电力交易，用户对"储能+交易服务"的需求激增，曹伟表示，阳光电源工商储产品 提供全生命周期服务模式，覆盖峰谷套利、需量管理、绿电消纳等多维场景，他强调，"储能企业要卷 价值，而非卷价格"。 阳光慧碳总经理周文闻谈到，零碳园区的发展离不开虚拟电厂、能碳协同，需打通能源流、碳流、数据 流，国内零碳园区从试点逐步迈向规模化，而构建"源网荷储"一体化解决方案，"能碳协同"是关键。 （刘丽丽） 2025年被认为是新能源产业变革的关键节点，工商业储能逐渐深入零碳园区。工商业园区绿色转型的核 心诉求在于"降本、增稳 ...

Core Viewpoint - The National Development and Reform Commission (NDRC) has released a public consultation notice regarding the second batch of the "Green Low-Carbon Advanced Technology Demonstration Project List," which includes 101 projects aimed at promoting green and low-carbon technologies [2][31]. Summary by Categories Energy Storage Projects - Xinjiang Tianhe Yida Investment Co., Ltd. is developing a coal-fired power plant transformation project that integrates solar and storage, featuring a 550 MW solar power station and 82.5 MW/165 MWh storage capacity, expected to reduce carbon emissions by approximately 500,000 tons annually [3]. - Ningxia Reshape Hydrogen Energy Technology Co., Ltd. is working on a green hydrogen production project with a capacity of 12,000 tons per year, utilizing 200 MW of wind and solar power [4]. - Yancheng Jidian Hydrogen Energy Technology Co., Ltd. is establishing a green hydrogen production and storage project with an annual output of 2,000 tons [5]. - The project by Xinjiang Aksu Energy Investment Co., Ltd. involves a 500 MW/2000 MWh hybrid storage system, which will provide grid services and enhance power regulation capabilities [8]. - The Hebei Electric Power Company is implementing a project that integrates wind, solar, and storage technologies, expected to increase renewable energy consumption by nearly 600 million kWh annually [9]. Renewable Energy Projects - The Jiangsu Wanbang Comprehensive Energy Service Co., Ltd. is developing a project that integrates source, grid, load, and storage, expected to increase renewable energy consumption by approximately 36 million kWh annually [24]. - The Xinjiang Shengjuli Energy Co., Ltd. is working on a large-scale renewable energy project with a total capacity of 2.1 million kW, expected to achieve an annual renewable energy consumption of about 10.4 billion kWh [25]. - The project by Tibet Shenneng Zhongkai New Energy Co., Ltd. aims to produce nearly 300 million kWh of renewable energy annually through a combination of wind and solar power [27]. Hydrogen Production Projects - The project by Ningxia Danyang Hydrogen Energy Technology Co., Ltd. aims to produce green hydrogen at a rate of 24,000 standard cubic meters per hour, with an annual output of nearly 30,000 tons [28]. - The project by Heilongjiang Dazhong New Energy Co., Ltd. focuses on producing green methanol and ammonia, with an annual output of 250,000 tons of green methanol and 100,000 tons of green ammonia [30]. Carbon Reduction Initiatives - The projects collectively aim to significantly reduce carbon emissions, with some projects expected to cut emissions by over 300,000 tons annually through the integration of renewable energy sources and advanced technologies [31][32].

• 中国能建 2024 年新签合同额超 1.4 万亿元，海外业务达 3,200 亿元，同比 增长近 15%，电力能源领域占比超 80%，新能源和综合智慧能源占据一半以 上，为未来发展提供保障。 • 公司积极布局氢能和储能，与宁德时代合作推进电化学储能，葛洲坝进军 抽水蓄能和水电，湖北应城 300 兆瓦压缩空气储能项目创世界第一，并计 划在山东泰安、酒泉等地布局多个压缩空气储能项目，预计 2025-2026 年 投产。 • 中国能建计划投资约 1,500 亿元，优先投资战略性新兴产业，如新能源、 抽水蓄能、特高压、信息数字化等，占比超 60%，投资回报率严格控制在 7%以上，创新产业或示范项目可低于 7%。 • 公司积极布局 IDC 及算力基础设施，已布局八大数据中心节点中的五个， 甘肃庆阳东数西算项目为标志性项目，通过源网荷储一体化，成本降低 10%-15%。 • 公司通过自有电站、虚拟电网、长协电价及源网荷储综合调配，实现成本 优势，并积极发展绿色能源，降低运营成本，绿电是未来行业发展的重要 组成部分。 • 公司已完成国内八大算力中心节点的前期安排，五个节点投入运行，甘肃 庆阳占当地市场份额 70%以上，并 ...

Investment Rating - The report maintains an "Accumulate" rating for the public utility sector [1]. Core Insights - The Gansu Energy Investment Green Power Aggregation Pilot Project promotes the integration of "computing power + energy" development, with a planned capacity of 1 million kilowatts, including 750,000 kilowatts of wind power and 250,000 kilowatts of solar power [4]. - Shandong Province has issued implementation details for the source-network-load-storage integration pilot, emphasizing compliance and prohibiting illegal practices [4]. - The report highlights a decrease in electricity prices and coal prices, with the average electricity purchase price in March 2025 at 398 RMB/MWh, down 4% year-on-year [34]. Summary by Sections 1. Market Review - The public utility index rose by 2.19% from March 10 to March 14, 2025, outperforming the market [12]. - The top five gainers included KAITENG Gas (+34.7%) and LINGDA Co. (+24.2%) [12]. 2. Power Sector Tracking 2.1 Electricity Consumption - Total electricity consumption for 2024 is projected at 9.85 trillion kWh, a year-on-year increase of 6.8% [14]. - The growth rates for different sectors are: primary industry (+6.3%), secondary industry (+5.1%), tertiary industry (+9.9%), and urban-rural residential use (+10.6%) [14]. 2.2 Power Generation - Cumulative power generation for 2024 is expected to reach 9.42 trillion kWh, reflecting a 4.6% year-on-year increase [24]. - The growth rates for various power sources are: thermal power (+1.5%), hydropower (+10.7%), nuclear power (+2.7%), wind power (+11.1%), and solar power (+28.2%) [24]. 2.3 Electricity Prices - The average electricity purchase price in March 2025 is 398 RMB/MWh, down 4% year-on-year and stable compared to the previous month [34]. 2.4 Coal Prices - As of March 14, 2025, the price of thermal coal at Qinhuangdao port is 681 RMB/ton, down 21.99% year-on-year and 1.02% week-on-week [41]. 2.5 Water Conditions - The water level at the Three Gorges Reservoir is 164.01 meters, with inflow and outflow rates showing significant year-on-year increases [4]. 2.6 Nuclear Power - In 2024, 11 nuclear units have been approved, indicating a positive growth trajectory for the sector [4]. 2.7 Green Power - The report emphasizes the growth potential of green power, with significant increases in installed capacity for wind (+25.0%) and solar (+25.9%) [4]. 3. Investment Recommendations - Recommendations include focusing on hydropower companies like Changjiang Electric, thermal power companies such as Waneng Power, and nuclear power firms like China Nuclear Power [4].

江苏盐城迎来又一锂电池制造项目！ 3月11日，盐城市滨海生态环境局发布信息，盐城市源之曻储能科技有限公司（以下简称：源之曻储能） 滨海县年产20GWh储能锂电池产业 制造项目 正式（一期10GWh）公示。 | 索引号 | 1132092201437496XB/2025-00164 | 组配分类 | 生态环境 | | --- | --- | --- | --- | | 发布机构 | 盐城市滨海生态环境局 | 发文日期 | 2025-03-11 | | 文号 | | 公开方式 | 主动公开 | | 公开范围 | 面向全社会 | 时效性 | 有效 | 据此前消息显示，源之曻年产20GWh储能锂电池产业制造项目一期，在今年1月3日已正式启动建设。 二期计划投资20亿元，建设自动化清扫 机器人工厂、碳捕集（CCUS）工厂等项目。 起点锂电注意到，当前江苏盐城正加快"源网荷储"一体化布局，稳步推进新型电力系统建设，加快构建清洁低碳安全高效能源体系，全力打 造"风光名城、绿能之都"。滨海作为盐城能源基地建设的主阵地，凭借政策、交通、绿电等优势，吸引了产业链上下游多家配套企业纷至沓 来，包括国电投、三峡、天能、中科融能、中嶒 ...

文 | 山东省能源局 3月5日， 山东省发展和改革委员会、国家能源局山东监管办公室和山东省能源局联合发布 《关于印发源网荷储一体化试点实施细则的通知》 。其中提出， 源网荷储一体化试点工作按照4类模式组织实施，分别为就地就近消纳、绿电交易、 虚拟电厂 、分布式自发自用。 新能源就地就近消纳模式 和 绿电交易模式 要求一体化项目应根据企业自身需求，自愿合理配置储能。储能应自行建设，不得作为独立主体参 与电力市场交易。 各市发展改革委(能源局),国网山东省电力公司,山东电力交 易中心: 根据国家发展改革委、国家能源局《关于推进电力源网荷储 一体化和多能互补发展的指导意见》(发改能源规〔2021〕280 号)和国家能源局《关于支持电力领域新型经营主体创新发展的 指导意见》(国能发法改〔2024〕93号)等文件要求,为促进新 能源消纳利用,助力新型电力系统建设,我们研究编制了源网荷 储一体化试点实施细则。现印发给你们,并将有关事项通知如下。 一、试点模式 结合我省电力市场化改革和电力运行实际,源网荷储一体化 试点工作按照 4 类模式组织实施,分别为就地就近消纳、绿电交 -1- 易、虚拟电厂、分布式自发自用,各类模式试 ...

Investment Rating - The report maintains a positive investment rating for the electric power equipment and new energy industry [2]. Core Insights - The emergence of DeepSeek is accelerating the arrival of the AI era, significantly reshaping energy demand and driving the development of distributed clean energy systems [5][9]. - The demand for intelligent computing is boosting the AIDC (Artificial Intelligence Data Center) sector, with a focus on power distribution systems as a core component [23][46]. - The human-shaped robot industry is entering a phase of industrialization, with significant potential in core component markets such as sensors and motors [48][54]. Summary by Sections Section 1: DeepSeek and Restructured Demand - DeepSeek's efficiency improvements and open-source ecosystem are facilitating the AI era, leading to increased demand for distributed energy [9][10]. - The AI-driven demand for computing power is expected to stimulate electricity demand, with a notable increase in the need for power supply systems [14][33]. - The human-shaped robot industry is on the verge of industrialization, with a focus on reducing costs and enhancing capabilities through AI [58]. Section 2: High-Quality Innovation and Supply - The report emphasizes the importance of technological innovation in overcoming the challenges of overcapacity in the new energy sector, with DeepSeek's advancements accelerating applications in various stages of production [11][17]. Section 3: Smart Energy Internet Development - The integration of AI is pivotal in creating a smart energy internet, which is expected to enhance the efficiency and sustainability of energy systems [17][19]. - The report highlights the need for new energy systems to adapt to the increasing demand for distributed energy solutions, driven by AI advancements [21][39]. Section 4: Investment Recommendations - Key investment areas include AIDC power supply manufacturers, UPS and HVDC companies, and core component suppliers for human-shaped robots [46].

Core Viewpoint - The article highlights the significant investment in energy storage projects in Gansu Province, with over 20 major projects planned by 2025, totaling a capacity of 3.915 GW and 12.86 GWh [1]. Summary by Sections Major Construction Projects - Gansu Province's major construction project list for 2025 includes over 20 energy storage projects, with a total capacity of 3.915 GW and 12.86 GWh [1]. Energy Projects - The energy projects listed include various renewable energy initiatives such as: - 1 million kW wind and solar power projects in Zhangye and Dingxi [4]. - Multiple coal-fired power plant expansions, including 2×1000 MW units in Jinchang and Zhangye [4]. - Several pumped storage power stations, including a 1.2 million kW pumped storage station in Yumen [4]. Industry Transformation and Technological Innovation Projects - Projects aimed at industry transformation include: - High-performance silicon-fluorine new material integration project by Gansu Juhua [5]. - Clean and efficient gasification projects by Qingyang Tongxin Petroleum Technology [5]. - New energy coupling projects by Gansu Zhihui Green New Energy [5]. Social and Livelihood Projects - Social projects include: - Construction of ecological civilization villages in Gannan Prefecture [6]. - Expansion of medical facilities, including a regional medical center in Qingyang [6]. Cultural and Tourism Projects - Cultural tourism initiatives include: - Development of tourism infrastructure in key scenic areas [7]. - Expansion of the Gansu Provincial Museum [7]. Urban Infrastructure Projects - Urban infrastructure projects focus on: - Road improvement and urban heating projects in Gannan Prefecture [8]. - Smart logistics and comprehensive infrastructure projects in Lanzhou [8]. Upcoming Events - The 13th International Energy Storage Summit and Exhibition (ESIE 2025) is scheduled for April 10-12, 2025, at the Capital International Exhibition Center, featuring over 800 leading enterprises and 500 new product launches [10].