Core Viewpoint - The "New Energy Storage Scale Construction Action Plan (2025-2027)" aims to promote the high-quality development of new energy storage in response to the increasing demand for flexibility in the power system and the dual carbon goals set by the government [2][3]. Group 1: Background and Objectives - The plan is a response to the emphasis placed by the central government on the development of new energy storage, highlighted in government work reports over the past two years [3]. - The overall goal is to achieve over 100 million kilowatts of new energy storage capacity added nationwide within three years, reaching over 180 million kilowatts by the end of 2027, with direct project investments estimated at around 250 billion yuan [4]. Group 2: Specific Measures for Scale Construction - The plan outlines five key measures to promote the development of new energy storage: 1. Expanding application scenarios, including power source-side storage and grid-side storage [5]. 2. Enhancing utilization levels of new energy storage through innovative control methods and improved dispatch capabilities [5]. 3. Leading innovation and integration in new energy storage technologies and pilot projects [5]. 4. Strengthening the standard system for new energy storage [5]. 5. Accelerating the improvement of market mechanisms to encourage participation in energy markets [5]. Group 3: Application Scenario Expansion - The plan considers application scenarios based on the needs of the new power system, focusing on power source-side storage, grid-side applications, and other innovative usage models in industrial parks and distributed energy systems [6]. Group 4: Market Mechanism Improvement - The plan emphasizes the need to adapt new energy storage to the national unified electricity market, promoting integrated participation in energy market transactions and improving pricing mechanisms for energy storage [7].

Core Viewpoint - China Energy Construction (China Energy) has achieved significant breakthroughs in the research and development of compressed air energy storage (CAES) technology, marking a major advancement from theoretical concepts to practical engineering applications [1][3]. Group 1: Technological Breakthroughs - China Energy has successfully constructed the world's largest artificial cavern gas storage test platform and has set five world records and eight pioneering achievements in gas sealing cycle tests, achieving a breakthrough pressure of 18 MPa [1]. - The artificial cavern technology is expected to expand the site selection for CAES plants and significantly reduce costs, enhancing the feasibility of large-scale energy storage solutions [4]. Group 2: Industry Context and Demand - As of June this year, the installed capacity of wind and solar power in China reached 1.673 billion kilowatts, with a peak electricity load of 1.5 billion kilowatts in July, indicating a high penetration of variable renewable energy sources [2]. - The construction of a new power system necessitates long-duration energy storage solutions, which have become essential for ensuring grid stability and enhancing the absorption capacity of renewable energy [2][3]. Group 3: Future Prospects - The National Development and Reform Commission and the National Energy Administration have identified CAES as a key technology for development, aiming to promote the engineering application of hundred-megawatt-level projects [5]. - By 2030, it is projected that China's CAES installed capacity will reach 43 GW, driven by the need for effective energy storage solutions to support renewable energy consumption and the construction of a new power system [7]. Group 4: Commercialization and Application - China Energy's CAES system solution, known as "Energy Storage No. 1," is positioned as a leading technology in the new energy storage sector, addressing challenges related to high proportions of renewable energy and energy consumption mismatches [3][6]. - Various commercialization models for CAES, including shared storage, integrated renewable energy and storage, and independent storage stations, are being explored to enhance economic viability and application scenarios [6].

Core Insights - The article discusses the achievements and future directions of China's energy transition during the "14th Five-Year Plan" and the upcoming "15th Five-Year Plan," emphasizing the importance of non-fossil energy development and carbon peak goals [1][5][6]. Energy Transition Achievements - During the "14th Five-Year Plan," China's non-fossil energy consumption target is expected to be exceeded, with the proportion of electricity in terminal energy consumption reaching around 30% [1]. - The installed capacity of renewable energy generation has increased from 40% to approximately 60% during this period [7]. - Energy consumption growth in the first four years of the "14th Five-Year Plan" reached 1.5 times the total increase during the "13th Five-Year Plan" [6]. Future Goals and Strategies - The "15th Five-Year Plan" aims to achieve carbon peak by 2030, with a focus on developing renewable energy and strictly limiting coal consumption [8][9]. - The energy structure transition's success depends on the competitiveness of new clean energy sources and the establishment of a low-carbon energy supply system [8][9]. - The expected annual electricity consumption for achieving carbon neutrality is projected to be between 17 trillion to 20 trillion kilowatt-hours, requiring significant increases in renewable energy capacity [10]. Market and Policy Framework - The article highlights the need for a collaborative effort between policy and market forces to optimize energy structure and ensure system stability [1][6]. - A dual control system for energy consumption and carbon emissions will be implemented, focusing on intensity control and total volume control [7]. Challenges in Energy System - The rapid growth of renewable energy poses challenges for grid stability and requires the construction of a new power system centered on high proportions of renewable energy [14][16]. - The current electricity market needs to balance the promotion of renewable energy consumption with the survival of traditional energy sources [15]. Storage and Technology Development - The development of large-scale chemical energy storage is crucial for stabilizing renewable energy supply and addressing grid operation challenges [17][18]. - The article emphasizes the importance of encouraging renewable energy companies to build their own storage facilities to improve energy output stability [17].

| 今日 | 该指数 该指数自20 | | --- | --- | | 该指数涨跌 | 滚动市销率 发布以来估1 | | 3.2% | 2.3倍 46.39 | 截至收盘，国证新能源电池指数上涨3.4%，中证光伏产业指数上涨3.2%，中证新能源指数上涨2.3%，中证上海环交所碳中和指数上涨1.8%，储能电池ETF （159566）全天获1600万份净申购。截至昨日，该产品近一周持续获资金净流入，合计约7亿元。 国信证券表示，8月国内储能系统招标容量达到47.2GWh，实现同比和环比的快速增长。今年以来国内储能系统保持较高的订单需求，反映国内建设新型电 力系统对储能的高度需求，为未来两年国内储能市场平稳发展奠定基础。 每日经济新闻 ...

Core Viewpoint - The article emphasizes the significant progress made in China's energy transition during the "14th Five-Year Plan" period, with a focus on achieving carbon peak targets in the upcoming "15th Five-Year Plan" through the development of renewable energy and strict limitations on coal consumption [1][4][5]. Group 1: Achievements in Energy Transition - During the "14th Five-Year Plan," China's non-fossil energy consumption target is expected to be exceeded, with the proportion of electricity in terminal energy consumption reaching around 30% [1]. - The installed capacity of renewable energy generation has increased from 40% to approximately 60% [5]. - By 2024, China's energy consumption increment has reached 1.5 times that of the previous five years, indicating robust energy supply capabilities [4]. Group 2: Future Directions for Energy Planning - The "15th Five-Year Plan" will continue to focus on the "dual carbon" goals, aiming for carbon emissions to peak before 2030 [6][7]. - The transition to a low-carbon energy structure will depend on the cost competitiveness of new clean energy sources [6]. - The article highlights the need for a systematic effort to accelerate the development of non-fossil energy and to strictly control coal consumption growth [7][9]. Group 3: Challenges in Energy System Transformation - The rapid growth of renewable energy generation presents challenges for grid stability and management, necessitating a shift towards a new power system that can accommodate high proportions of renewable energy [12][13]. - The current electricity market needs to balance the promotion of renewable energy consumption with the survival of traditional energy sources [14][15]. - The article discusses the importance of developing a multi-level energy storage system to enhance the stability and dispatchability of renewable energy [16][17]. Group 4: Technological and Structural Innovations - The article suggests that significant advancements in energy storage technology are essential for stabilizing renewable energy supply [16]. - It emphasizes the need for a collaborative approach among power generation, transmission, and consumption sectors to address the challenges posed by the integration of renewable energy [15]. - The future energy system should focus on decentralized energy solutions and the development of a competitive market for various energy sources [13][14].

Core Viewpoint - The solar thermal power generation industry in China is poised for significant growth, driven by policy support, technological advancements, and the need for cost reduction to achieve competitive pricing [1][2][3]. Policy Support - Solar thermal power is recognized as a clean and renewable energy technology, with China's installed capacity reaching 838.2 MW by the end of 2024, accounting for 10.6% of the global total [2]. - The Chinese government has implemented various policies to support the industry, including a benchmark grid price of 1.15 yuan per kWh established in 2016 and the promotion of demonstration projects [2][3]. - The Energy Law, effective January 1, 2025, emphasizes the active development of solar thermal power, providing a legal framework for its growth [3]. Technological Innovation - The industry has achieved significant technological breakthroughs, with a fully autonomous supply chain and key components being domestically produced [4]. - Innovations include advanced heat collection systems, high-temperature energy storage solutions, and large-scale solar thermal power plant designs [4][5]. - The rapid development of technology is expected to substantially lower generation costs, facilitating large-scale commercial applications [4]. Economic Viability - Despite the growth potential, the current levelized cost of electricity for solar thermal power remains high, estimated at 0.8-0.9 yuan per kWh [7]. - To enhance economic viability, the industry must leverage economies of scale and establish a "technology-standard-market" ecosystem [7]. - Recommendations include improving policy support mechanisms, integrating carbon market benefits, and prioritizing advanced large-capacity projects to avoid unhealthy competition [7][8]. Collaboration and Future Directions - Industry stakeholders, including companies, research institutions, and government bodies, are encouraged to collaborate to address key scientific and engineering challenges [8]. - Increased investment in research and development is essential for advancing high-capacity and intelligent solar thermal technologies [8].

Core Viewpoint - The company is actively enhancing its power grid infrastructure and promoting renewable energy development in Jiuquan, contributing to the region's economic growth and green transformation [1][2][5][6]. Group 1: Power Grid Development - The company is focused on building a robust and intelligent power grid to meet the increasing electricity demand and challenges of integrating renewable energy [2]. - Key projects include the construction of critical substations and the optimization of the grid structure, aiming for a reliability rate of 99.99% [2][3]. - The company has achieved a significant increase in distribution automation, with coverage reaching 89.6% and a 52% improvement in self-healing capabilities of the grid [3]. Group 2: Renewable Energy Integration - The Jiuquan photovoltaic industrial base has a total installed capacity of 2,004 megawatts, generating an annual output of 1.1 billion kilowatt-hours [5][6]. - The company is facilitating the integration of renewable energy projects by providing streamlined services and support for wind and solar power projects [5][6]. - The expected installed capacity of renewable energy is projected to exceed 2.4 million kilowatts by the end of 2025, with a 4.37% year-on-year increase in renewable energy generation anticipated for 2024 [6]. Group 3: Rural Electrification and Community Support - The company is promoting distributed photovoltaic systems in rural areas, with 164 households registered and a total capacity of 17.6 megawatts [8]. - Initiatives include the construction of power supply facilities to support rural revitalization projects, with an investment of 2.48 million yuan [8][9]. - The company is also conducting safety inspections and providing reliable electricity supply to enhance agricultural productivity and living conditions in rural areas [9][10].

距离"十四五"规划收官已不足半年。 日前，国务院新闻办举行"高质量完成'十四五'规划"系列主题新闻发布会，国家能源局介绍了"十四 五"时期能源高质量发展成就。"十四五"期间，我国非化石能源消费目标将超额完成，终端用能电能比 重已达30%左右，能源投资年破万亿元。 围绕"十四五"能源转型成果、"十五五"规划方向等热点话题，近日，国家气候变化专家委员会委员，国 家"十四五"规划专家委员会委员，中国能源研究会学术顾问、原副理事长，国家发展改革委能源研究所 原所长周大地接受21世纪经济报道记者专访。 周大地表示，"十四五"时期我国能源转型已取得系统性突破，为碳达峰奠定坚实基底。面对"十五五"实 现碳达峰目标的关键时期，出路是大力发展新能源，需严格限制煤炭消费并大力发展非化石能源，通过 风光核储等零碳电力发展全面替代化石能源增量。转型需政策与市场协同发力，构建以高比例可再生能 源为核心的新型电力系统，同时推动储能规模化应用，在条件成熟的终端用能推广电气化，确保能源结 构优化与系统安全稳定运行。 "十五五"我国有望提前碳达峰 《21世纪》："十四五"规划收官在即，从能源供应、消费结构等指标看，如何评价当前能源低碳转型的 ...

（原标题：专访周大地："十五五"新型电力系统重塑，新能源与储能迎新机遇） 21世纪经济报道记者雷椰 李德尚玉 实习生王怡茵 北京报道 距离"十四五"规划收官已不足半年。 日前，国务院新闻办举行"高质量完成'十四五'规划"系列主题新闻发布会，国家能源局介绍了"十四 五"时期能源高质量发展成就。"十四五"期间，我国非化石能源消费目标将超额完成，终端用能电能比 重已达30%左右，能源投资年破万亿元。 围绕"十四五"能源转型成果、"十五五"规划方向等热点话题，近日，国家气候变化专家委员会委员，国 家"十四五"规划专家委员会委员，中国能源研究会学术顾问、原副理事长，国家发展改革委能源研究所 原所长周大地接受21世纪经济报道记者专访。 周大地表示，"十四五"时期我国能源转型已取得系统性突破，为碳达峰奠定坚实基底。面对"十五五"实 现碳达峰目标的关键时期，出路是大力发展新能源，需严格限制煤炭消费并大力发展非化石能源，通过 风光核储等零碳电力发展全面替代化石能源增量。转型需政策与市场协同发力，构建以高比例可再生能 源为核心的新型电力系统，同时推动储能规模化应用，在条件成熟的终端用能推广电气化，确保能源结 构优化与系统安全稳定 ...

Core Viewpoint - The State Grid Corporation of China is accelerating the construction of a new power system and promoting the upgrade of the grid to an energy internet, in line with the government's energy security strategy focused on "four revolutions and one cooperation" [1] Group 1: Energy Strategy and Development - The State Grid is enhancing interconnection of the power grid and promoting a revolution in energy supply by increasing investment and advancing the construction of various levels of the grid [1] - Over the past decade, the cross-province and cross-region transmission capacity has increased by 2.3 times, exceeding 350 gigawatts [1] - The installed capacity of pumped storage in operation and under construction has grown by 1.6 times, surpassing 94 gigawatts [1] Group 2: Renewable Energy Growth - The installed capacity of wind and solar energy in the operational area has increased ninefold, reaching 1,355 gigawatts, accounting for nearly 50% of the total capacity [1] - Renewable energy has become the primary source of new installations and new power generation [1]