该项目是洮南市坚决扛稳国家能源安全战略、积极推动绿色低碳转型发展的标志性成果，也是深入贯彻 吉林省和白城市高质量发展战略的重要抓手，更是政企同心、共谋发展的务实之举。该项目的实施，不 仅将极大提升洮南市在新型电力系统中的调节能力和能源安全保障水平，更将有效带动产业链集聚发 展，为洮南打造区域绿色能源高地、实现产业绿色升级注入强劲动能。 6月20日，吉林省洮南市350兆瓦压缩空气储能绿色电站一体化示范项目正式开工。该项目由中国能建数 科集团"研投建营数"一体化建设，是我国高寒地区首个压缩空气储能绿色电站，也是吉林省首座压气储 能电站。 项目采用自主研发的"中国能建压缩空气储能系统解决方案"，一期投资约43亿元，建设1台350MW压缩 空气储能机组，储能容量达1400兆瓦时，储能7小时，释能4小时，计划年运行天数达330天，年最大发 电量约4.62亿度。项目采用高效环保的非补燃式压缩空气储能技术，建设人工硐室作为储气库，配套风 电新能源系统、深层地热系统，其单机容量、储能规模、转换效率均处于世界领先水平。 作为大规模压气储能示范项目，建成后将大幅提升吉林省西部新能源的消纳能力，提高吉林省电网的灵 活性和稳定性，助 ...

证券代码：002169 证券简称：智光电气 广州智光电气股份有限公司投资者关系活动记录表 | 投资者关系活动 |  特定对象调研 分析师会议 | | --- | --- | | 类别 | 媒体采访 业绩说明会 | | | 新闻发布会 路演活动 | | | 现场参观 | | | 其他 （请文字说明其他活动内容） | | 参与单位名称及 | 中信证券於学鑫、屈亚楠、王星懿 | | 人员姓名 | | | 时间 | 2025 年 6 月 19 日（周四）下午 14:30~16:00 | | 地点 | 广州市黄埔区瑞和路 89 号 | | 上市公司接待人 | 董事会秘书熊坦、证券事务代表邱保华 | | 员姓名 | | | | 1、公司如何看待136号文对储能市场的影响？ | | | 答：136号文取消了"强制配储"，短期可能会对市场造成一定的影响； | | | 从长期来看新型电力系统建设、双碳目标等对储能的需求并未发生重大变 | | | 化，市场客户会更看重储能电站全生命周期的经济性；智光电气倡导的级 | | | 联型高压储能路线平均转换效率高（与低压方案高出6%以上）、单机容 | | | 量大、构网能 ...

据了解，该项目的核心技术在于巧妙利用地下废弃盐穴作为储气库。空气压缩过程中产生的热量，以热水、熔盐等形态储存在地面的储热罐中。 6月19日，国务院国资委新闻中心"走进新国企——品牌引领·智链未来"融媒体采访团来到中国能源建设集团有限公司，探访山东泰安350兆瓦压缩空气储能 创新示范电站项目建设现场。 作为世界在建的最大单机功率压缩空气储能项目、中国能建首个商业化压气储能项目，该项目预计年发电量达4.6亿度，相当于20多万家庭一年的生活用 电。 该项目在用电低谷时，用富余的电能驱动"打气筒"，将空气压缩至"气球"里形成高压状态。而这里的"气球"，就是盐穴、人工硐室等密封储气库。 用电高峰时，储气库会释放所储存的高压空气、储热罐释放所储存的热量。这时，高压空气被加热，具有极大的膨胀力来驱动空气透平发电机组，就像吹动 风电机组的"大风车"一样，产生电能向电网供电。这一过程有效实现了电网的"削峰填谷"，显著提升了电网调节能力和对风电、光伏等波动性新能源的消纳 能力。 凭借单机功率世界领先的地位以及显著的综合效益，该项目已入选2023年山东省新型储能示范项目、2024年山东省重大项目名单和2024年山东省新旧动能转 换 ...

新华财经北京6月20日电（记者沈寅飞）在推动"双碳"目标实现及海洋强国建设的进程中，福建省加快 清洁能源发展步伐，一幅海洋经济与绿色电力深度融合的和谐画卷正徐徐展开。 海上风电产业生态逐渐形成 福建省依山傍海、海岸蜿蜒，正凭借优越的地理位置和资源禀赋成为海上风电发展的热土。福建海上风 电理论蕴藏量超过1.2亿千瓦，近年来，福建海上风电快速发展，截至2025年5月海上风电装机容量已达 383万千瓦。 在宁德市霞浦县西洋岛，风机高高耸立，桨叶缓缓转动，绿电源源不断送往海岛人家。 西洋岛是福建省内人口最多的远海岛屿，早前仅通过一条海缆与陆地电网相连，但渔船抛锚和拖网作业 易引发海缆故障，抢修海缆通常要耗费十多天时间。若运送柴油发电机上岛，噪声会影响岛民正常生 活；若运送发电车上岛，虽然缓解了噪声问题，但保电成本十分高昂。 利用西洋岛风能和太阳能资源就地取材，发展风光储微电网成为了提高岛上供电可靠性的"上上策"。目 前，国网福建电力在岛上安装了3台2000千瓦风机、1000千瓦／2000千瓦时电化学储能装置和20.74千瓦 光伏设备，它们组成了具备"零碳"示范运行能力的风光储一体化海岛微电网。 "建设微电网项目的初衷 ...

Core Viewpoint - The article highlights significant advancements in the precise monitoring and accounting of carbon emissions from large coal-fired power plants, which are crucial for achieving global carbon neutrality goals [1][2]. Group 1: Research Breakthroughs - The Chinese Academy of Sciences has achieved a breakthrough in remote sensing and carbon emission estimation, enabling high-precision dynamic quantification and mapping of CO2 emissions from large coal-fired power plants [2]. - The research team developed a new satellite remote sensing approach, marking the first time high-precision dynamic quantification of CO2 emissions from large coal-fired power plants has been realized internationally [2][4]. Group 2: Importance of Carbon Emission Monitoring - Coal-fired power plants account for approximately 50% of global carbon emissions from fossil fuel combustion, making accurate carbon accounting essential for global carbon assessments and the electricity sector [3]. - Traditional methods of calculating emissions rely heavily on self-reported data from power plants, which can lead to discrepancies and lack of comparability due to the absence of unified international accounting standards [3]. Group 3: Methodological Innovations - The research team introduced an innovative optimization algorithm that significantly enhances the efficiency of identifying background carbon emission levels and improves the accuracy of smoke plume trajectory inversion [4]. - The study successfully quantified CO2 emissions from 14 large coal-fired power plants, with emissions ranging from 21.54 thousand tons to 82.3 thousand tons per day, demonstrating a marked improvement in inversion accuracy [4].

Core Insights - The commercial vehicle sector is becoming a key battleground for carbon reduction in the transportation industry, with commercial vehicles contributing over 55% of road traffic carbon emissions despite only accounting for 12% of total vehicle ownership [2] - Long-distance freight scenarios, which represent less than 10% of commercial vehicle ownership, account for approximately 50% of carbon emissions, highlighting the critical importance of this segment in the carbon reduction effort [2] Group 1: Challenges in Long-Distance Transportation - Long-distance transportation, primarily dominated by heavy-duty trucks, faces unique challenges due to long distances, heavy loads, and high efficiency requirements, making it a difficult area for the application of new energy technologies [3][4] - The penetration rate of new energy heavy-duty trucks has increased from 2% in 2021 to 14% in 2024, but their application in long-distance scenarios remains nearly zero, indicating a significant gap in market penetration [3] Group 2: Infrastructure and Technology Constraints - The lack of charging infrastructure is a key constraint for the deployment of electric and hydrogen fuel cell heavy-duty trucks in long-distance scenarios, with insufficient high-power charging stations and a need for significant upgrades to the power grid [5] - Hydrogen refueling infrastructure is also lacking, with a significant price difference between subsidized and market hydrogen prices, which undermines the economic viability of hydrogen fuel cell trucks [5][6] Group 3: Policy and Technological Development - There is an urgent need for enhanced policy design at the national level to support the large-scale application of electric and hydrogen fuel cell trucks, including the planning of charging and refueling stations along major freight corridors [8] - The industry should focus on core technological innovations, such as solid-state batteries and high-power fuel cell systems, to reduce vehicle acquisition costs and improve the performance of new energy heavy-duty trucks [9][10] Group 4: Future Outlook - The current landscape indicates that new energy heavy-duty trucks will face dual challenges of technology maturity and infrastructure compatibility for a considerable time, necessitating a multi-technology and multi-energy approach [11] - By 2035, traditional internal combustion engine trucks will still dominate, but advancements in battery energy density and charging efficiency will enable a rapid development of electric and fuel cell trucks, leading to differentiated competition based on energy endowment and cost advantages [11]

Core Viewpoint - The offshore wind power industry is experiencing unprecedented growth due to global energy transition and strong policy support, with China leading in installed capacity and technological advancements [1][12]. Group 1: Industry Overview - Offshore wind power utilizes abundant wind resources in marine environments to generate electricity, offering advantages such as higher wind speeds and less land use compared to onshore wind power [2]. - As of April 2025, China's cumulative wind power installed capacity reached 54,119 MW, with offshore wind accounting for 4,351 MW, representing 8.04% of total wind capacity [1][12]. - China has maintained the world's leading position in newly installed and cumulative offshore wind capacity for four consecutive years, holding nearly half of the global total [1][12]. Group 2: Development History - China's offshore wind power development has evolved from initial projects in 2007 to becoming the world's largest market by 2020, driven by policy support and technological innovation [6]. - The "14th Five-Year Plan" marks a critical turning point for the industry, aiming for higher quality and sustainable development [1][12]. Group 3: Policy Framework - The Chinese government has implemented systematic policies to support offshore wind power, including the "14th Five-Year Plan" which encourages the construction of offshore wind power bases and local government support [8][9]. - Policies are also promoting the integration of offshore wind with other sectors, such as marine ranching and floating photovoltaics, to enhance resource utilization [8][9]. Group 4: Industry Chain - The offshore wind power industry chain in China is robust, with stable supply of raw materials and continuous technological breakthroughs in key components [10]. - The manufacturing sector is dominated by leading companies that are pushing for larger turbine capacities and improved efficiency [10]. Group 5: Competitive Landscape - The market is characterized by a clear tiered structure, with leading companies like Envision Energy, Goldwind, and Mingyang Smart Energy dominating the first tier, while other firms are rapidly catching up [16][18]. - The competition has shifted from price-based to technology-driven, with a focus on large-scale turbine development and smart operation systems [16][18]. Group 6: Regional Development - Offshore wind power development in China shows a gradient pattern, with Guangdong and Jiangsu leading in installed capacity, while other provinces like Shandong and Zhejiang are also making significant progress [14]. - There remains a notable gap in meeting the "14th Five-Year Plan" targets, indicating a need for accelerated project construction [14]. Group 7: Future Trends - The industry is moving towards deep-sea development, with a focus on floating wind technology and multi-industry integration, which will enhance the overall capacity and efficiency of offshore wind power [24][25][26]. - Continuous technological upgrades are expected to improve turbine performance and operational efficiency, while fostering new business models through integration with other energy sectors [25][26].

Core Viewpoint - China is committed to advancing its "dual carbon" goals and has established the world's largest and most complete new energy industry chain, with significant growth potential in green finance [1] Green Finance Development - China has the largest green credit scale globally, and its green bond and green insurance markets rank among the top in the world. The funding demand to achieve carbon peak by 2030 is expected to exceed 25 trillion yuan [1] - Green finance is focused on sectors such as electricity, gas, water production and supply, as well as transportation, warehousing, and postal services, with continuous improvement in service quality [1] - As of the end of Q1 this year, the loan balances for infrastructure green upgrades, energy low-carbon transitions, and ecological protection were 18.11 trillion yuan, 8.13 trillion yuan, and 4.81 trillion yuan respectively, with quarterly increases of 1.47 trillion yuan, 468 billion yuan, and 426.9 billion yuan [1] Challenges in Green Finance - There are challenges in green finance, particularly in ecological environment governance projects that require significant external financing but have limited short-term cash flow and repayment sources [2] - The need for a complementary approach between policy-based and commercial finance is emphasized, along with the necessity for a collaborative path that balances ecological, economic, and financial interests [2] Standardization and Product Development - A robust standard system is essential for green finance, with five pillars established: green finance standards, environmental information disclosure, incentive mechanisms, product and market systems, and international cooperation [2] - The development of innovative financial products tailored to specific project needs is crucial to mobilize and incentivize more social capital into green industries [3] Systematic Planning - Many green finance projects are long-term endeavors, requiring systematic planning and coordination. For instance, while reservoir construction may not yield immediate repayment sources, they can generate stable returns over decades, which can be transformed into real estate investment trusts (REITs) [3] - There is a call for enhanced systematic planning and the combination of fiscal, monetary, and industrial policies to promote financial product innovation and expand the carbon trading market [3]

Core Insights - The SNEC photovoltaic exhibition highlights the strong trend of integration in the photovoltaic and energy storage industries, with companies actively collaborating and integrating resources [2] - The integration of photovoltaic and energy storage is seen as an inevitable trend, with expectations for a decrease in storage costs over the long term [2][3] - The energy storage sector is experiencing significant growth, with installed capacity projected to reach between 500 GWh and 800 GWh in the next three years [4] Industry Trends - The photovoltaic industry faces challenges due to its intermittent nature, making energy storage a crucial solution for stabilizing power generation and consumption [3] - By the end of 2024, the cumulative installed capacity of new energy storage projects in China is expected to reach 73.76 million kW, a 130% increase compared to the end of 2023 [3] - Major companies in the photovoltaic sector, such as Trina Solar, Jinko Solar, and others, are accelerating their investments in energy storage solutions to navigate industry cycles [4] Strategic Collaborations - Haibo Sichuang has deepened its strategic cooperation with Huawei Digital Energy, focusing on integrating photovoltaic and energy storage technologies [5][6] - The collaboration aims to enhance the efficiency and stability of clean energy utilization through joint innovation in technology and solutions [6] - The partnership is positioned to leverage digital technology and power electronics to create a robust ecosystem for energy solutions [6][7]

Core Viewpoint - The emphasis on sustainable information disclosure is increasing globally, with multi-party collaboration being a key driver for the development of Environmental, Social, and Governance (ESG) practices [1][2]. Group 1: Policy and Regulatory Developments - The Ministry of Finance and the Ministry of Ecology and Environment jointly issued the "Corporate Sustainable Disclosure Standards No. 1 - Climate (Trial) (Draft for Comments)" in April, marking a significant step in aligning with China's "dual carbon" goals and participating in global climate governance [1]. - The People's Bank of China is revising the "Guidelines for Sustainable Information Disclosure by Financial Institutions" to enhance comparability with international standards and expand the scope of disclosures [2]. Group 2: Corporate Practices and Reporting - As of May 2025, 2,461 out of over 5,400 listed companies in China's A-share market disclosed ESG reports, achieving a disclosure rate of 45.7%, the highest on record [3]. - Among state-owned enterprises, 462 out of 470 listed companies have published ESG reports, resulting in a disclosure rate of 98.3% [3]. - Companies are increasingly adopting the "Four Pillars" framework proposed by the International Sustainability Standards Board (ISSB) for ESG reporting, focusing on governance, strategy, risk management, and metrics and targets [3]. Group 3: Industry Collaboration and Challenges - China National Railway Group is working on building a carbon-neutral ecosystem across its supply chain, emphasizing green evaluations and collaborative technology applications [4]. - Experts suggest that further collaboration and capacity building are needed to enhance sustainable information disclosure capabilities among companies and third-party service providers [4]. Group 4: International Standards and Investor Insights - The ISSB's standards provide transparency for investors, helping them identify risks and opportunities across time dimensions in rapidly changing markets [5].