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研判2025!中国储能升压站‌行业产业链、发展现状、竞争格局及发展趋势分析:储能装机规模爆发式增长,储能升压站行业迈入黄金发展期[图]
Chan Ye Xin Xi Wang· 2025-05-10 02:24
内容概要:储能升压站作为构建新型电力系统的关键枢纽设备,正在经历从单一并网功能向"多能协同 +智能调控+电网支撑"的多元化价值跃升。在"双碳"战略目标的强力驱动下,随着《新型电力系统发展 蓝皮书》等顶层设计文件的落地实施,储能升压站已发展成为解决可再生能源高比例消纳难题、增强电 网灵活调节能力的战略性基础设施。在政策红利释放和技术迭代加速的双重推动下,中国储能升压站市 场规模呈现指数级增长态势,预计2025年将突破500亿元大关,年复合增长率有望保持在40%以上。 上市企业:中国能建(601868.SH)、阳光电源(300274.SZ)、许继电气(000400.SZ)、科华数据 (002335.SZ)、海博思创(688411.SH)、中天科技(600522.SH)、特变电工(600089.SH) 相关企业:中国能源建设集团有限公司、南京南瑞继保电气有限公司、深圳三晖能源科技有限公司、华 为数字能源技术有限公司、明光鸿远新能源科技有限公司 关键词:储能升压站、储能升压站产业链、储能升压站行业政策、储能升压站发展现状、储能升压站市 场格局、储能升压站发展趋势 一、储能升压站行业相关概述 储能升压站是将储能系统与升 ...
丁焰章与内蒙古电力集团董事长张海峰、总经理张晓虎会谈
Sou Hu Cai Jing· 2025-05-09 17:16
公司工会主席王成海,双方有关部门、单位负责人参加会谈。(中国电建) 丁焰章对张海峰张晓虎一行到访表示欢迎,介绍了公司经营发展及双方合作情况。他表示,中国电建牢牢把握新时代新征程国资国企新使命新定位,发 挥"水、能、城、数"领域专业优势和"投建营"一体化产业链集成优势,坚定不移推进战略转型和高质量发展。内蒙古电力集团作为内蒙古自治区直属国有 独资特大型电网企业,是自治区践行新发展理念的排头兵、先行者,在电网绿色转型发展等方面成效显著。今年和"十五五"时期是加快构建新型能源体 系、推动能源高质量发展的关键时期,希望双方加强沟通对接,增进战略互信,发挥各自优势,围绕推动能源绿色低碳转型、构建现代化能源体系等方 面,创新合作模式,拓宽协作平台,凝聚协同共识,携手推动双方实现高质量发展。 张海峰张晓虎感谢中国电建长期以来给予内蒙古电力集团的支持与帮助,回顾了双方在各领域合作取得的成效,介绍了内蒙古电力集团整体发展情况。张 海峰表示,当前,内蒙古电力集团正深入学习贯彻习近平生态文明思想,坚持走生态优先、节约集约、绿色低碳的高质量发展之路,持续加快构建新型电 力系统,提升电网保供能力和新能源消纳水平,为经济转型升级增添"绿 ...
协鑫能科2024年度业绩说明会:聚焦能源服务转型 多业务协同发展成效显著
Quan Jing Wang· 2025-05-09 13:37
面对投资者关心的市值管理问题,公司经营层表示,高度重视以企业价值为核心的市值管理,依法合规 运用市值管理工具。同时,公司将不断优化技术创新能力,增强公司核心竞争力,努力提升经营规模和 经营质量,回报全体股东。 在战略布局方面,公司确立了"能源资产+能源服务"的双轮驱动发展模式。公司经营层表示,未来五年 公司将重点打造以能源服务为核心的业务协同生态,目标是实现能源服务收入占比突破50%。在能源资 产管理领域,公司积极探索负荷预测、价差套利等增值运营场景,构建"物理资产运行保底收益+市场化 服务弹性收益"的双重收益结构。在综合能源服务方面,公司正全力拓展虚拟电厂、能源交易、节能改 造等业务,打造第二增长曲线。目前,公司在江苏省虚拟电厂可调负荷规模已达550MW,占省内实际 可调负荷规模的30%,展现出较强的市场竞争力。 技术创新是公司发展的重要驱动力。公司经营层指出,公司与蚂蚁数科合作推出了"EnergyTS能源电力 时序大模型一体机",在光伏场景测评中,该模型发电量预测准确率显著超越国际主流产品。此外,双 方还成功发行了国内首单光伏绿色资产RWA(现实世界资产),开创了"绿产"变"绿金"的融资新模式。这 些创新 ...
中国华能、中国华电、长江电力专家解读《电力辅助服务市场基本规则》
Zhong Guo Dian Li Bao· 2025-05-09 03:27
Core Viewpoint - The release of the "Basic Rules for the Electricity Auxiliary Service Market" marks a significant advancement in China's electricity auxiliary service market, transitioning from a planned compensation model to a market-driven approach, which is essential for supporting the new power system and energy transition [1][10][24]. Group 1: Importance of the Rules - The rules effectively ensure the safety and stability of the electricity system, promoting the development of the electricity auxiliary service market [3][4]. - They implement the requirements for a unified national electricity market system, providing guiding principles and frameworks for local auxiliary service market construction [3][4]. - The rules align with the development trends of the new power system, supporting the large-scale growth of renewable energy and ensuring its stable integration [4][10]. Group 2: Highlights of the Rules - The rules establish a legal and policy foundation for market system construction, clearly defining the concept and scope of electricity auxiliary services [6]. - They broaden the range of market participants, including new entities like energy storage companies and virtual power plants, while standardizing the entry and exit processes for market participants [6][29]. - The rules provide detailed guidance for local implementation, ensuring uniformity and completeness in market regulations [6][30]. Group 3: Market Mechanisms and Structures - The rules clarify the pricing principles for auxiliary services, establishing a fair and efficient cost-sharing mechanism based on the principle of "who benefits, who bears the cost" [7][20]. - They enhance the integration of the auxiliary service market with the energy market, ensuring smooth connections in registration, trading sequences, and clearing processes [8][20]. - The rules specify the measurement and settlement of auxiliary service costs, ensuring transparency and fairness in market operations [8][31]. Group 4: Risk Management and Regulatory Framework - The rules outline a comprehensive risk prevention mechanism for the auxiliary service market, addressing various risks such as supply-demand imbalances and market power monopolies [20][30]. - They emphasize the importance of precise monitoring and regulatory oversight throughout the market operation process to ensure fairness and transparency [31].
昇辉科技2024年度网上业绩说明会问答实录
Quan Jing Wang· 2025-05-09 00:09
Core Viewpoint - The company is actively pursuing a major asset restructuring and is committed to complying with relevant legal and regulatory requirements for information disclosure [1][3]. Group 1: Financial Performance - In 2024, the company achieved operating revenue of 145,525.99 million yuan, a decrease of 27.32% compared to the previous year [10]. - The net profit attributable to shareholders, after deducting non-recurring gains and losses, was a loss of 2,980.53 million yuan, with the loss margin significantly narrowing compared to 2023 [10][15][17]. - The company has been reducing its reliance on the real estate sector and is exploring new growth opportunities in the new energy and new materials sectors [15][17]. Group 2: Strategic Initiatives - The company is focusing on the hydrogen energy industry as part of its long-term development strategy of "Intelligent + Dual Carbon" [2]. - The company is actively involved in the preparation of green hydrogen and the creation of hydrogen energy application scenarios, while also optimizing the flexibility of coal-fired power generation to reduce energy consumption and carbon emissions [2]. - The company is working on a sodium-ion battery project with an annual production capacity of 120,000 tons, which is currently in the stages of factory construction and equipment procurement [4][5][6]. Group 3: Market Opportunities - The company recognizes the broad prospects of the new power system industry and is particularly focused on opportunities in intelligent distribution and flexible transformation of coal-fired power [18]. - The demand for electric power construction is driving the development of the power distribution and control equipment industry, with significant investments in power grid projects [13][14]. - The company is leveraging new technologies such as AI and IoT to enhance its capabilities in intelligent distribution, which is becoming a key aspect of new power system construction [18].
政策解读 | 明晰规则、凝聚共识,构建电力辅助服务市场新生态
国家能源局· 2025-05-08 07:05
2015年,中发9号文印发,提出构建以电力现货市场为核心的市场体系,至今,现货市场建设已取得显 著成效。然而,辅助服务市场化建设尚缺乏引领性的指导。《电力辅助服务市场基本规则》(以下简称 《规则》)的出台,标志着我国电力市场改革从"电能市场"向"电能+辅助服务等多维市场"的迈进,为 新型电力系统构建提供了关键制度保障。 《规则》核心思想 (2)"厂网分开"计划阶段,2002年国发5号文提出厂网分开重组竞价上网,2006年电监市场42号文提出 按照"补偿成本和合理收益"的原则对提供有偿辅助服务的并网发电厂进行补偿,各区域在此基础上制定 出"两个细则",我国电力辅助服务进入计划补偿阶段,辅助服务费用在发电侧以"零和"模式进行交叉补 偿。 (3)市场化探索阶段,随着新能源的发展,其不确定性和波动性导致常规发电机开停机更加频繁,尤 其在保障跨区跨省之间的国家指令性计划和政府间协议安全稳定运行的执行过程中,各区域电网开停机 调峰问题更为突出,亟须利用市场化手段提高奖罚力度,以更大的补偿力度激励发电企业等调节资源参 与电力辅助服务。国外成熟电力市场一般通过电力现货市场实现调峰资源的优化配置,而当时我国尚未 启动电力现货市 ...
政策解读|“1+N”规则体系再添关键支撑
Zhong Guo Dian Li Bao· 2025-05-08 05:45
Core Viewpoint - The release of the "Basic Rules for the Electricity Auxiliary Service Market" marks a significant step towards optimizing resource allocation through market mechanisms, ensuring the safe and stable operation of the power system [1][2] Summary by Relevant Sections Importance of the Rules - The rules are crucial for ensuring the safety and stability of the power system and advancing the development of the electricity auxiliary service market [2] - Market-oriented reforms will enhance energy resource allocation and encourage participation from various stakeholders, including power generation and sales entities, thereby improving power supply security [2] - The rules align with the national unified electricity market system and summarize lessons learned from local auxiliary service market developments [2] Highlights of the Rules - The rules establish a legal and policy foundation for market system construction, defining the concept and scope of electricity auxiliary services [3] - They expand the range of market participants to include new entities such as energy storage companies and virtual power plants, while standardizing the entry and exit processes for market participants [3] - Detailed guidance is provided for local implementation, ensuring uniformity and completeness of market rules across regions [3] Compensation and Market Efficiency - The rules stipulate that auxiliary service prices are determined by market forces, establishing a fair cost-sharing mechanism based on the principle of "who benefits, who bears the cost" [4] - They facilitate the integration of the auxiliary service market with the energy market, ensuring orderly development and clear connections between different market segments [4] - The rules also define the settlement methods for auxiliary service costs, promoting transparency and fairness in market operations [4] Risk Management - The rules identify various risk types within the auxiliary service market and outline protocols for risk monitoring and emergency response [5] - In the event of market risks, power dispatch agencies are required to prioritize safety and document emergency measures taken [5]
中国电科院专家解读《电力辅助服务市场基本规则》
Zhong Guo Dian Li Bao· 2025-05-08 02:12
Core Viewpoint - The construction of the auxiliary service market in China's power system is essential for maintaining safety and stability, especially with the increasing share of renewable energy sources like wind and solar power, which poses new challenges to the power system [2][4]. Summary by Sections Development Stages of Auxiliary Service Market - The development of China's auxiliary service market can be categorized into three stages: 1. Vertical integration phase before 2002, where auxiliary services were bundled with generation and compensated through a unified electricity price [3]. 2. "Separation of generation and grid" phase starting in 2002, introducing compensation for auxiliary services based on cost and reasonable returns [3]. 3. Market exploration phase, initiated in 2014 with the launch of the first regional power peak-shaving service market, aimed at incentivizing participation in auxiliary services through market mechanisms [3][4]. Key Features of the New Rules - The newly introduced "Basic Rules for the Power Auxiliary Service Market" marks a significant shift towards a multi-dimensional market that includes auxiliary services alongside energy markets, providing a crucial institutional guarantee for the new power system [4][5]. - The core ideas of the rules include establishing a clear market framework, defining auxiliary service types, and creating a compensation mechanism that benefits both users and generators [5]. Main Content of the Rules - The rules encompass objectives, principles, member composition, service types, cost sharing, market connections, regulatory assessments, and risk prevention, aiming to standardize the auxiliary service market across the country [6][7]. - The rules consist of 12 chapters and 67 articles, detailing the overall requirements and operational guidelines for the auxiliary service market [6]. Implementation Goals and Pathways - The rules aim to support the participation of new operational entities such as energy storage, virtual power plants, and distributed energy sources in the auxiliary service market, while clarifying market establishment principles and transaction processes [7][8]. - The rules address key challenges in the current auxiliary service market, providing a framework for unified and standardized market construction across regions [8][9]. Cost Transmission Mechanism - The rules clarify the composition and calculation of auxiliary service costs, establishing a reasonable cost framework and principles for compensation based on the "who provides, who benefits" approach [9]. - They also outline the cost-sharing mechanism for users and generators, ensuring that the costs are fairly distributed among all parties involved [9].
特锐德预中标1.26亿元订单 双轮驱动显效海外业务合同额增逾130%
Chang Jiang Shang Bao· 2025-05-07 23:00
充电桩产业链龙头特锐德(300001)(300001.SZ)斩获大额订单。 长江商报奔腾新闻记者注意到,2024年,特锐德两大核心业务板块均实现高质量增长。其中,"智能制 造+集成服务"业务全年营收104.85亿元,同比增长22.47%;净利润7.09亿元,同比飙升91.42%,成为公 司利润增长的核心引擎。其中,公司在新能源发电领域表现尤为亮眼,中标额同比增长超70%。 长江商报奔腾新闻记者 张璐 5月5日,青岛特锐德电气股份有限公司(以下简称"特锐德")发布公告称,公司和全资公司川开电气近 日在国家电网有限公司2025年第二十三批采购(输变电项目第二次变电设备(含电缆)招标采购)中, 被推荐为部分项目的中标候选人,预计中标总金额约1.26亿元。 据悉,本次中标产品为组合电器和开关柜,有利于提升公司的品牌及影响力,预计将对公司未来经营业 绩产生积极影响。 公开资料显示,特锐德成立于2004年,总部位于青岛市崂山区,于2009年上市。公司业务主要分为以智 能箱式电力设备为主的"智能制造+集成服务"业务以及电动汽车充电网业务两大板块。 业绩方面,2024年,特锐德紧抓国家碳中和以及新型电力系统建设的发展机遇,深 ...
政策解读 | 技术驱动、机制护航,助力破解电网灵活调节难题
国家能源局· 2025-05-07 09:40
技术驱动、机制护航,助力破解电网灵活调节难题 为贯彻落实加快建设全国统一大市场要求,构建全国统一电力市场体系,加快构建新型电力系 统,指导和规范全国电力辅助服务市场建设运营管理,保障电力系统稳定运行和能源电力安全供 应,国家发展改革委、国家能源局近日联合发布《电力辅助服务市场基本规则》(以下简称《规 则》),标志着我国电力中长期市场、现货市场和辅助服务市场三大电力市场核心基本规则全面 建成。《规则》的出台,既是能源转型关键制度突破,亦为新型电力系统建设注入市场化动能。 电力辅助服务市场是保障电力系统安全稳定运行、促进新能源发展的重要制度。目前,我国电力 辅助服务市场基本实现全国覆盖,市场化的辅助服务品种不断拓展,初步建立以市场为引导的辅 助服务资源优化配置机制,形成以调峰、调频、备用等交易品种为核心的区域、省级辅助服务市 场体系,通过市场实现对资源的优化配置。部分地区在辅助服务市场机制创新上进行了积极探 索,积极推动电力辅助服务市场与现货市场的协同运行,引导独立储能、虚拟电厂、负荷侧可调 节资源、厂网互动运营企业等新型主体参与辅助服务市场,取得了良好效果。电力辅助服务市场 的持续规范运行,对推进全国统一电力市 ...