Group 1 - The "Shuyun Cup" Innovation and Entrepreneurship Competition in Baiyun District aims to attract high-quality entrepreneurial projects in the new energy and energy storage sectors, with rewards up to 2.3 million yuan and industry investment support up to 200 million yuan [1][5] - Baiyun District has integrated the new energy and new energy storage industries into its "6+6+X" modern industrial system, promoting high-quality development, with the new energy storage industry scale exceeding 20 billion yuan [2][5] - The competition focuses on areas such as solid-state batteries, flow batteries, hydrogen storage, and smart control technologies, aiming to bring in projects that align with the district's industrial positioning [5][6] Group 2 - Baiyun District has introduced a series of talent incentive policies for the new energy storage equipment industry, with individual rewards up to 300,000 yuan, covering talent attraction, cultivation, retention, and utilization [6] - The district is accelerating the construction of a "2+3" industrial spatial layout, planning over 5,000 acres of land to create a comprehensive ecosystem for the new energy storage industry [6]

Group 1 - The core point of the article is the establishment of a new energy storage technology company by Huati Technology, which holds a 55% stake in the new venture [1] - The newly formed company, Huati New Energy Storage Technology (Sichuan) Co., Ltd., has a registered capital of 10 million RMB and its business scope includes energy storage technology services, photovoltaic equipment and components manufacturing, and emerging energy technology research and development [1] - The remaining 45% of the company is owned by Hainan Noki Investment Development Co., Ltd., indicating a strategic partnership in the energy sector [1]

分布式发电项目数量巨大，核发覆盖率仍有待提高。 在今天举行的国家能源局2025年三季度新闻发布会上，国家能源局发展规划司副司长邢翼腾表示，今年 上半年，全国能源供应充足，供需总体宽松，能源结构持续优化，新型能源体系建设加快推进。 "新能源装机保持快速增长，" 邢翼腾介绍，继3月底全国风电、太阳能发电装机历史性超过火电后，5 月底非化石能源发电装机容量占比首次突破六成。今年上半年，风电、太阳能发电新增装机规模较去年 同期翻一番。 "可再生能源继续保持新增装机的主体地位，接近全国总装机的六成。"国家能源局新能源和可再生能源 司副司长潘慧敏称。 国家能源局统计数据显示，今年上半年，全国可再生能源新增装机2.68亿千瓦，同比增长99.3%，约占 新增装机的91.5%。其中，水电新增393万千瓦，风电新增5139万千瓦，太阳能发电新增2.12亿千瓦，生 物质发电新增71万千瓦。 据潘慧敏介绍，截至今年6月底，全国已核发分布式发电项目绿证8927万个。今年上半年，全国共计核 发绿证13.71亿个，其中可交易绿证9.58亿个，同比增长1.49倍。 "绿证交易价格正逐步回归合理，"潘慧敏介绍，2025年上半年，绿证均价5元/ ...

Group 1 - The core focus of Yinchuan Economic Development Zone is on the next-generation battery materials industry, aligning with national energy transition strategies and responding to calls for the development of high-safety, low-cost sodium-ion batteries, solid-state batteries, and manganese-based materials [1][2] - Yinchuan Economic Development Zone has established a 10,000-ton production line for lithium-rich manganese-based cathode materials, overcoming key bottlenecks such as efficiency decay and voltage stability, with products supplied in bulk to leading companies like CATL [1] - The region leverages its abundant green electricity resources, with installed capacity of solar and wind power reaching 9.7885 million kilowatts by the end of November 2024, allowing for a reduction of over 20% in comprehensive electricity costs for battery material production [1] Group 2 - Yinchuan Economic Development Zone has innovatively adopted a "pre-financing" mechanism to address potential "policy inertia" in traditional investment attraction models, facilitating deep connections between over 30 financial institutions and enterprises within a month [2] - The core of this model is to proactively cultivate a chain-leading enterprise ecosystem, with Yinchuan's base driving a complete industrial loop from raw materials to recycling [2] - The strong foundation for the next-generation battery industry in Yinchuan Economic Development Zone is attributed to its unique resources, solid industrial base, and attractive green electricity costs, aiming to create a four-dimensional synergy of "resources-green electricity-industry-market" [2]

Group 1: Business Operations and Revenue - The company engages in various project types with power plants, including direct supply, EP, and EPC contracts [2] - The plasma ignition business has seen growth in recent years due to accelerated infrastructure project approvals, although revenue recognition is delayed due to long construction cycles [3] - In Q1 2025, the deferred tax assets increased by 717.43 thousand yuan, a growth of 50.62%, attributed to the recognition of deductible temporary differences from previous losses [4] Group 2: Financial Performance and Projections - The company achieved approximately 45.5 thousand yuan in revenue from overseas projects in 2024, with plans to establish a foreign subsidiary in South Africa to expand its market presence [5] - The spare parts business has shown a steady increase in orders, with a significant portion related to plasma ignition [6] Group 3: Policy Impact and Technological Advancements - The implementation of new policies for coal power upgrades is expected to necessitate more personalized and complex technical modifications to meet modern requirements [7][8] - The company is promoting the concept of transparent boilers, utilizing online monitoring and data analysis to enhance boiler operation efficiency [8]

Core Viewpoint - The Ningxia Hui Autonomous Region Development and Reform Commission has decided to abolish the notifications regarding the promotion of healthy and orderly development of energy storage and the pilot projects for new energy storage in 2022, indicating a shift in policy direction for energy storage initiatives in the region [1][8]. Summary by Relevant Sections Abolished Notifications - The abolished documents included guidelines on the renewable energy storage ratio, the frequency of energy storage project utilization, and compensation for pilot project peak shaving [2]. Previous Guidelines - The notification issued on July 14, 2021, mandated that renewable energy projects must have a storage configuration ratio of no less than 10% and a continuous storage duration of over 2 hours. New approved projects were required to have storage facilities operational simultaneously with renewable projects, and existing projects were to complete their storage facility operations by the end of December 2022 [3]. Market Mechanism - The previous guidelines encouraged energy storage to participate independently in market transactions, integrating energy storage trading into the existing auxiliary service market rules in Ningxia, and clarifying trading varieties and pricing mechanisms [4]. Priority Utilization - Agreements were to be signed between grid companies and energy storage enterprises to ensure priority utilization of storage facilities, with a minimum of 250 complete charge and discharge cycles per year [5]. Pilot Project Details - The notification from May 10, 2022, outlined the scope and scale of pilot projects for 2022, focusing on areas with abundant renewable resources and high peak shaving demand. Each region was limited to two pilot projects, with a total scale not exceeding 200 MW/400 MWh [6]. Support for Advanced Technologies - The pilot projects included support for advanced energy storage technologies such as vanadium flow, compressed air, flywheel, and sodium salt, with individual project scales capped at 100 MW/200 MWh. A compensation price of 0.8 yuan/kWh was offered for peak shaving services, and projects were prioritized in the auxiliary service market [7]. Policy Abolishment Announcement - The decision to abolish the aforementioned notifications was made to comply with the Fair Competition Review Regulations and to facilitate the integration into a unified national market, effective immediately upon announcement [10].

Core Insights - The new energy storage projects in China saw a significant increase in installed capacity in May 2025, with a total of 6.32 GW and 15.85 GWh added, representing year-on-year growth of +193% and +228% respectively [1][2] - The growth in energy storage is primarily driven by front-of-the-meter storage, which accounted for 6.17 GW and 15.38 GWh, showing year-on-year increases of +213% and +248% [1] - User-side storage experienced a decline in installed capacity, with 150 MW and 473 MWh added, reflecting a year-on-year decrease of -19% [1] Regional Distribution - A total of 26 provinces in China added new energy storage projects, with 11 provinces exceeding 100 MW in new installations [3] - Yunnan province led the country with nearly 2.5 GW of new shared storage projects, followed by Qinghai, Xinjiang, Inner Mongolia, and Shandong, each with over 500 MW of new installations [3] Application Distribution - Grid-side independent storage dominated the market with a year-on-year growth rate exceeding 200%, contributing 4.95 GW and 11.61 GWh in new installations [6] - Power-side storage added 1.22 GW and 3.77 GWh, with 98% of new installations being renewable energy-related [6] - User-side storage primarily focused on commercial applications, with data centers accounting for over 40% of the user-side installations [7] Technological Distribution - Lithium-ion batteries remain the dominant technology, accounting for 96% of the new installed capacity [10] - There is an acceleration in the application of hybrid storage technologies, including combinations of lithium iron phosphate with various other technologies [10] Market Expectations - The energy storage market is expected to see continued growth in the second quarter of 2025, driven by the "531" policy and local government incentives [12] - However, uncertainties regarding the participation of new energy storage in the electricity market may impact future installations [13] - The competitive landscape remains intense, with a decline in prices for energy storage systems and EPC services observed [14]

Core Viewpoint - Jiading District is actively embracing the transformation of the automotive industry, focusing on new energy and technology to achieve industrial transformation and development [1][2] Group 1: Industrial Development - Jiading District aims to become a world-class automotive industry center, with significant efforts made to support the transformation of existing enterprises and promote intelligent manufacturing [1] - The district has expanded its focus in the new energy sector from electric vehicles to include hydrogen fuel cells, methanol, solid-state batteries, and new energy storage technologies [1][3] - The automotive industry in Jiading has a total output of 720 billion yuan, with the "New Four Modernizations" sector exceeding 250 billion yuan and an average growth rate of 38% over the past three years [3] Group 2: Strategic Partnerships and Events - Jiading District is a key strategic partner of the China Automotive Industry Association (CAIA), hosting the annual China Automotive Forum for five consecutive years [1][2] - The CAIA plans to hold the 2025 China Automotive Forum in Jiading from July 10 to 12, marking an important transition point in the planning of the 14th and 15th Five-Year Plans [1] Group 3: Talent and Infrastructure - The Jiading government has implemented various policies to attract talent, emphasizing high-quality, low-cost urban living to draw individuals to the area [3] - Jiading is strategically located in the Yangtze River Delta, serving as a comprehensive node city with significant transportation advantages [3] - The district hosts over 4,500 automotive-related enterprises and has more than 200 research and development platforms, including 24 national and municipal-level platforms [3]

Group 1: Business Performance - The company's oil-saving business revenue decreased by 12.71% in 2024, primarily due to stable demand for plasma ignition projects [2] - The environmental protection business declined significantly, influenced by low industry demand and limited investment capacity for environmental upgrades [2] Group 2: Policy Impact - The implementation of the "New Generation Coal Power Upgrade Special Action Implementation Plan" will affect coal power energy-saving renovations, promoting carbon reduction and flexibility improvements [3] - The plan encourages the expansion of coal power energy-saving renovations into smart and digital fields, providing broader business development opportunities for service providers [3] Group 3: Project Updates - The main revenue from the ammonia-mixed combustion business in 2024 came from the 600MW coal-fired boiler project at Guoneng Taishan Power Plant, which achieved partial acceptance [4] - The ammonia-mixed combustion technology is still in the research and engineering verification stage, requiring further optimization in technology, fuel costs, carbon reduction benefits, and national policies [5] Group 4: Growth Factors - The rapid growth of comprehensive energy-saving renovations is driven by the company's strategic alignment with the national goal of building a new power system and active involvement in energy-saving and flexibility renovation projects [6] - The company has implemented China's first large-capacity steam heating molten salt energy storage project, enhancing its position in new energy storage technologies [6] Group 5: Biomass Business - The biomass business is part of the company's strategy under the "dual carbon" goal, focusing on various technical applications, including straw and vine biomass production and co-firing [7]

文 | 人民日报 丁怡婷 具备毫秒级响应速度的飞轮储能系统，功能灵活的液冷一体式移动储能车，可提前超15分钟预报燃爆等事故的新型储能安全监测平台……在日前 举办的第十三届储能国际峰会暨展览会上，新型储能技术"多点开花"，不少企业亮出"看家"产品。 会上发布的《储能产业研究白皮书2025》显示，2024年，我国新型储能新增装机连续3年保持全球第一，达到43.7吉瓦/109.8吉瓦时，占全球新 增装机的约六成。新型储能累计装机规模首次超过抽水蓄能，占比超56%。截至今年2月底，全国新型储能累计装机已超过7500万千瓦。 国家能源局能源节约和科技装备司相关负责人介绍，高可靠、高能效、长寿命的新型储能产品和技术供给能力不断提升，锂离子电池占据装机主 导的同时，压缩空气、液流电池、钠离子电池、重力储能、飞轮等非锂储能技术实现应用突破，技术多元化应用趋势凸显。 在展览会上，远景储能展出了8兆瓦时储能系统新品，内部由3300多颗电芯组成。"由于单颗电芯容量提升，相比市场主流的5兆瓦时储能系统， 电芯数量减少超过30%，容量提升约60%，全生命周期度电成本可降低约40%。"远景储能总裁田庆军介绍。 2024年，南网储能公司研 ...