山东省发布的 136 号文对风电和光伏电价进行了规定，这对光伏行业有何影响？ 山东省发布的 136 号文规定了风电和光伏的电价，分别为 319 元/兆瓦时和 225 元/兆瓦时。对于光伏行业而言，这一价格相对较低，反映了产能过剩的问 题。山东作为全国最大的光伏装机省份，拥有约 9,000 万千瓦的装机容量，但 在现货市场上，其他地区的光伏电价也往往不理想。这种情况表明，在产能过 剩背景下，需要通过储能技术来优化能源利用，将过剩的风电和光伏产能存储 起来，在高峰时段再释放。 取消强制配储要求后，对储能行业有何影响？ 136 号文，26 年长协电价，储能盈利测算 20250914 摘要 山东等光伏大省现产能过剩，储能需求凸显。全国光伏装机容量巨大， 但现货市场电价不理想，表明需通过储能技术优化能源利用，存储过剩 产能并在高峰时释放。 取消强制配储短期内使市场预期悲观，但《新型储能规模化建设专项行 动方案》提出 2027 年达 1.8 亿千瓦目标，结合近年装机规模快速增长， 长期仍将显著增长。 国家及地方政府积极推动储能发展，通过容量电价机制（如甘肃 330 元 /千瓦/年）和充放电量补贴（江苏、安徽、新疆等地）等 ...

"疆电外送"是我国能源转型和区域协调发展的生动实践。从2010年启动至今，新疆已建成5条外送通 道，外送电量从3亿千瓦时增长到2024年的1267亿千瓦时。在取得显著成效的同时，新疆电力外送也面 临着电网建设、市场竞争、绿电消纳等多方面的挑战，需要加强统筹协调，多措并举，确保送得出、用 得好。 加快储能技术创新应用，进一步解决新能源消纳难题。随着新型电力系统建设深入推进，新疆区域新能 源装机呈现爆发式增长，但受用电负荷增速放缓、调节资源不足等因素影响，消纳压力逐步加大。尽管 随着外送通道陆续建成投产以及储能项目不断落地，这一状况有望得到改善，但仍需从宏观层面统筹协 调新能源资源开发与送出通道布局。要继续加快新型储能项目建设，积极打造多能互补示范工程，推动 风光水储协同优化，提升能源供给稳定性。同时，出台一系列支持储能项目发展的政策，增加对储能项 目的补贴力度，鼓励企业研究大规模大容量高效储能关键技术，提高储能系统的性能和可靠性。此外， 还要加强区域合作，共同推动储能技术的研发和多元化应用。 持续加大电网建设投入，提升智能化水平。面对新能源发电快速增长和远距离输送的需求，电网的承载 能力和稳定性面临更高要求。因 ...

清华四川能源互联网研究院负责为公司提供企业的数字化转型规划、科技创新规划以及信息化建设规 划，为公司提供涵盖数字化转型、科技创新及信息化建设的全流程咨询与技术服务，包括不限于：1.新 型电力系统技术研发与应用：开展新能源发电、储能技术优化，研发电力行业专用大模型，部署新型传 感器，提升能源利用效率与系统智能化水平。2.电力基建工程智能化升级：研发并实施自动化、智能化 装置，运用AI视觉识别等技术，实现基建工程全流程智能化管理与本质安全。3.人工智能电力场景应用 拓展：推动人工智能在电网运行、客户服务、运维管理中的应用，打造智能调度、AI客服等平台，助 力业务数字化转型。4.企业信息化系统升级改造：升级ERP、CRM等核心系统，优化架构与功能，实现 数据整合分析，提升企业运营管理效能。 智通财经APP讯，明星电力(600101.SH)发布公告，2025年9月12日，公司与清华四川能源互联网研究院 签署了《合作协议》。双方本着平等互利、携手共进、优势互补与协同发展的核心理念，开展相关业务 合作。 ...

Core Insights - The global energy storage system is expected to see a significant increase in installed capacity, with a year-on-year growth rate exceeding 80% from 2022 to 2024, and a compound annual growth rate (CAGR) of 33.1% projected from 2024 to 2030, driven by advancements in storage technology and AI integration [1][9] - Guoxia Technology has emerged as a key player in the energy storage sector, ranking as the eighth largest energy storage company in China and planning to submit an IPO application to the Hong Kong Stock Exchange by April 2025 [1][8] Industry Overview - The rapid growth in energy storage is attributed to its role in addressing the intermittency and volatility of renewable energy sources, with AI breakthroughs providing new solutions for lifecycle management [1][3] - The integration of AI with energy storage is reshaping the technology paradigm and value chain within the industry [1] Company Strategy - Guoxia Technology's core competitiveness lies in its "AI + Energy Storage" strategy and a comprehensive technology ecosystem, exemplified by its "Cloud-Edge-End" energy monitoring framework [3][5] - The company has developed two platforms, "Safe ESS" and "Hanchu iESS," which offer intelligent services across various application scenarios, enhancing reliability and efficiency for commercial and residential users [5][7] Technological Advancements - The "Safe ESS" platform utilizes edge computing and AI algorithms for real-time data processing, enabling fault prediction and remote management, thus ensuring stable operation and interaction with the power grid [5][7] - The "Hanchu iESS" platform leverages IoT technology for lifecycle management and operational efficiency, providing users with a seamless digital experience [5][8] Research and Development - Guoxia Technology invests heavily in R&D, with its expenditure significantly exceeding industry averages, resulting in over a hundred patents and recognition as a top EMS supplier [8] - Collaborations with academic institutions, such as Shanghai Jiao Tong University, have led to advancements in thermal management and battery technology [8] Financial Performance - The company's revenue surged from 142 million to 1.026 billion yuan from 2022 to 2024, reflecting a CAGR of 168.9%, while gross profit increased from 35.6 million to 155 million yuan, with a CAGR of 108.6% [8][9] - Guoxia Technology ranks as the eighth largest supplier of energy storage systems in China and the tenth in household energy storage system shipments globally [8] Market Challenges - Despite its growth, Guoxia Technology faces challenges from intensified competition and uncertainties in global energy policies that may impact market demand [9] - The company plans to continue focusing on the "AI + Energy Storage" integration and enhance its "Cloud-Edge-End" architecture to meet the evolving demands of the energy storage market [9]

Core Insights - The company showcased its new modular technology platform, MagicBlock, and its first product, HyperBlock M, at the RE+2025 exhibition, emphasizing advancements in efficiency and adaptability for logistics-constrained areas [1] - HyperBlock M features a flexible open system architecture, optimizing traditional 20-foot containers into 10-foot standard units, enhancing transportation and deployment efficiency [1] - The product includes a 400kW PCS and real-time monitoring system, improving lifecycle energy availability by over 3.5% and reducing system energy consumption by 10% [1] - The company also presented the mature HyperBlock III 5MWh liquid cooling energy storage system and various commercial solutions to meet diverse customer needs [1] - The company adheres to a "technology output + localized operation" dual-drive model to expand its global market presence, having completed project deliveries in the US and Mexico, with multiple projects under cooperation agreements [1] Market Position - The company has cumulatively installed over 40GWh globally and aims to deepen its presence in global and regional markets while advancing its international strategy [2] - The focus remains on delivering advanced green energy storage solutions through high-quality products and localized services, contributing to global energy sustainability [2]

巴伊拉莫维奇补充说，大规模可再生能源并网对电力平衡、电压稳定及供电质量维护构成挑战，而储能 技术可作为缓解发电量与用电需求间不平衡的潜在解决方案，其核心目标在于增加电网容量、减少损耗 并优化负荷管理。他特别强调，电池储能系统可作为基础设施灵活性措施，就地消纳过剩发电量并暂时 缓解输电压力，从而避免可变可再生能源的限产。 针对电网资金问题，巴伊拉莫维奇指出，某些电力企业十余年未调整的电网使用费势必上涨，为电网强 化改造提供部分必要资金，并适应可再生能源及新技术接入需求。他同时强调现行电价机制（针对发电 企业使用输配电网的费用）已具备实施条件，应成为现有电价体系的补充措施。（驻波黑使馆经商处） 波黑《新闻报》9月7日报道。国际大电网会议（CIGRE）波黑委员会主席齐亚德·巴伊拉莫维奇博士表 示，到2030年，波黑电力分配系统需投入14亿马克进行升级改造。 巴伊拉莫维奇指出，可再生能源发展规模已达到导致输配电系统出现拥堵的程度，且整个地区各国都面 临可再生能源接入容量不足的问题。他预计配电网负荷增长还将来自交通电气化及供暖制冷部门电力消 耗的增加。他认为，波黑需要新建110千伏变电站，完成向20千伏电压等级的过渡改 ...

Core Viewpoint - The article highlights the significant advancements and strategic initiatives of Haibosch in the clean energy sector, particularly focusing on their participation in the RE+ 2025 exhibition and the introduction of innovative modular energy storage solutions [1][3][7]. Group 1: Exhibition Highlights - Haibosch showcased its modular large-scale energy storage systems and commercial energy storage outdoor cabinets at the RE+ 2025 exhibition in Las Vegas, emphasizing its commitment to the North American market [1]. - The company introduced the new modular technology platform MagicBlock and its first product HyperBlock M, which demonstrates high flexibility and adaptability across various scenarios [3]. Group 2: Product Innovations - HyperBlock M features a flexible combination of an open system architecture, optimizing the traditional 20-foot container into a 10-foot standard unit, enhancing transportation and deployment efficiency, especially in logistics-constrained areas [5]. - The product is equipped with a 400kW PCS and a real-time monitoring system, allowing precise tracking of charge and discharge capacity, operational efficiency, and battery health, ensuring comprehensive support from rapid deployment to long-term stable operation [5]. - Advanced technologies such as 24-hour full-time balancing and intelligent thermal management algorithms are employed, resulting in over 3.5% increase in usable energy throughout the lifecycle and a 10% reduction in system energy consumption [5]. Group 3: Strategic Expansion - Haibosch is committed to a dual-driven model of "technology output + localized operations," actively expanding its overseas market presence [7]. - During the exhibition, the company engaged in in-depth discussions with multiple clients and partners in North America and Central and South America, facilitating practical cooperation and paving new pathways for international business [7]. - The establishment of a regional center in the Americas allows Haibosch to deepen its roots in the North American market while also reaching emerging markets in Central and South America, with successful project deliveries in the U.S. and Mexico [8]. Group 4: Future Outlook - Haibosch has cumulatively installed over 40GWh globally and plans to continue its focus on global and regional markets, steadily advancing its international strategy [10]. - The company aims to deliver advanced green energy storage solutions through high-quality products and localized services, contributing to global energy sustainability [10].

Core Viewpoint - The article highlights China's significant advancements in the energy storage industry, showcasing its global leadership in new energy storage capacity and technology [6][7]. Group 1: National Defense and Technological Strength - The military parade commemorating the 80th anniversary of the victory in the Anti-Japanese War serves as a demonstration of China's national defense and technological capabilities [6]. - The advanced military equipment displayed reflects China's achievements in high-end technology, supported by innovations in manufacturing, materials science, artificial intelligence, information technology, and energy storage [6]. Group 2: Energy Storage Industry Leadership - By the end of 2024, China's new energy storage installed capacity is expected to account for over 40% of the global total, making it the world's largest energy storage application market and equipment manufacturing source [6]. - Chinese companies dominate the global energy storage battery market, with lithium battery shipments representing over 90% of the global total [6][7]. - Emerging storage technologies such as compressed air, sodium-ion batteries, and flow batteries are also leading globally, indicating China's strong position in energy transition [7]. Group 3: Role of the Alliance - The Zhongguancun Energy Storage Industry Technology Alliance has played a crucial role in promoting policy influence, storage application, research and development, and standardization in the energy storage sector over the past 15 years [7]. - The alliance aims to contribute to the construction of a clean, low-carbon, safe, and efficient modern energy system, supporting China's broader goals of national rejuvenation [7].

01 "现在是千军万马做储能。"一位央企人士向预见能源感叹道。 就在近日，一家注册资本7700万元，名为中石油济柴时代（山东）新能源技术有限公司正式落地济南长 清区。 工商信息显示，其法定代表人兼董事长为李春生，由中国石油集团济柴动力控股60%、宁德时代参股 40%，其经营范围包括储能技术服务，新兴能源技术研发，电池制造，电池销售，机械电气设备制造、 合同能源管理等。 这一动作说明，这家传统能源巨头，开始以系统集成商身份正式进军储能市场。 作为中国石油旗下拥有百年历史的能源装备制造骨干企业，始建于1920年，1932年研制成功我国首台15 马力柴油机，业务全面聚焦发动机、压缩机，现已发展为世界主流石油钻井动力服务商、中国气体发动 机行业领军企业，总资产70亿元，员工3100人。 事实上，油气生产，是一个常常为人所忽视却又正在异军突起的储能细分赛道。 "以前野外油田主要的电源设备是柴油机，现在储能设备可以有效替代，这个市场非常广阔。"国内某一 线储能企业技术负责人此前曾向预见能源表示。 而中石油拥有全球数一数二的广袤油田，这也成为储能产业又一个竞逐领域。 公开信息，2025年7月18日，在辽宁盘锦，国内首个移动 ...

格隆汇9月4日丨永福股份(300712.SZ)在投资者互动平台表示，公司目前未从事固态电池的研发与生 产，但公司可提供不同技术路线的储能全场景解决方案，涵盖固态电池、磷酸铁锂电池、钠离子电池、 液流电池、超级电容、飞轮储能、氢储能等多种储能电池技术路线。公司储能业务主要聚焦于两大核心 板块：一是储能全场景解决方案，覆盖发电侧、电网侧、用户侧等各类应用场景，可提供集中式、分散 式、集散式、交流直挂、直流直挂五代拓扑技术等多样化技术路线，其中构网型解决方案处于行业领先 水平；二是数字储能产品，深度融合电力监控、大数据、人工智能、物联网、5G等前沿数智技术，构 建数智化监控系统、电力大数据平台、虚拟电厂平台三大产品体系，覆盖新能源、储能、电网及源网荷 储一体化全场景智慧解决方案与创新产品。公司将持续研发创新，保持公司储能技术方案和产品的先进 性，满足客户更高需求。 ...