受较强冷空气影响，山东迎来今冬首轮大范围雨雪天气，气温持续下降带动供暖、取暖用电需求集中释 放，山东电网负荷快速攀升。12月12日11时09分，全网最高负荷达1.11亿千瓦，较去年冬季最高负荷增 长4.7%，首创冬季用电负荷新高。面对低温寒潮和高峰负荷的双重挑战，国网山东电力提前部署，聚 焦提升电力供应水平、夯实电网运行基础，密切跟踪天气变化，精准落地各项保供措施，全面筑牢电网 安全运行基本盘。 国网诸城市供电公司工作人员在皇华镇蔡家沟村2号台区开展夜巡测温 国网济宁供电公司工作人员对空气源热泵取暖设备开展用电隐患排查 国网菏泽供电公司工作人员主动走访热力公司了解客户用电需求 "供给侧"稳发稳供是保供基础，"电网侧"安全运行则是核心支撑，其"防冻抗寒"能力直接影响电网稳定 运行和电力可靠供应。 12月7日，1000千伏泉乐双线成功送电，本次检修完成历史严重覆冰区段高强度导线更换，消除了泉乐 双线灾害天气下的断线隐患，提高了电网健康水平。结合本次工程，国网山东电力同步开展华北地区首 次交流特高压线路地线融冰、绝缘子机器人除冰实战演练，进一步提升输电线路覆冰应急处置能力，保 障输电"大动脉"畅通无阻。 为筑牢电网 ...

| | 锂云母 | 1680 | 15 | 电碳-工硕价差 元/吨 | 一 电池级碳酸锂-平均价 - 工业级碳酸锂-平均价 TIL / Hutt T. / Hrh | | --- | --- | --- | --- | --- | --- | | | (Li20:1.5%-2.0%) | | | | | | | 锂云母 (Li20:2.0%-2.5%) | 2605 | 15 | | 碳酸锂注册仓单(吨) | | | 磷锂铝石 (Li20:6%-7%) | 9175 | 11/5 | | | | | 磷锂铝石 (Li20:7%-8%) | 10450 | 175 | | | | | 正极材料 | 平均价 | | | | | | 磷酸铁锂(动力型) | 39520 | 240 | | | | | 三元材料811(多晶/动力型) | 162350 | 250 | | | | | 三元材料523(单晶/动力型) | 145550 | 400 | | | | | 三元材料613(单晶/动力型) | 145250 | 300 | | | | | 名称 | 现值 | 变化值 | | | | | 电碳-工碳 | 2500 ...

循环次数可达百万以上 传统电容器应用在各类电子产品中，内部由两块导电极板中间夹着绝缘介质（如陶瓷、电解液、薄膜 等）构成。当电源电压施加在电容两端时，正极板积聚正电荷，负极板积聚负电荷，从而形成一个电 场，完成电能储存。当电路中瞬间电压下降时，电容会快速放电，维持电压稳定；而在电压升高时又能 吸收电荷，缓冲突变。这种特性可以防止设备因供电不稳定而工作异常。 而基于这种充放电的特性，电容器也能被利用为"充电宝"，实现类似储能电池的功能，即超级电容器。 在一定电压条件下，超级电容器的两极由于静电吸附，分别聚集阳离子和阴离子，这便是充电过程。放 电时，离子离开电极表面，使存储的电荷释放出来，为外部电路提供电能。 本报记者 李未来 北京报道 12月9日，高工产业研究院发布的数据显示，2025年全球储能电池出货量预计将超650GWh，同比增长 超过80%；中国储能系统（交流侧）出货量预计超过320GWh，同比增长超80%。全球需求的爆发还在 持续，部分企业的订单已经排到明年三季度。而除了锂电池外，超级电容、压缩空气储能、高温熔盐储 能等多种储能方式也受到市场关注。 多种储能方式各有所长，"锂离子电容器具有高安全、长寿命 ...

关注公众号，点击公众号主页右上角" ··· "，设置星标 "⭐" ，关注 鑫椤锂电 资讯~ 本文来源：鑫椤锂电 行业热点新闻 Liontown将向天华新能供应15万吨锂精矿 澳大利亚锂矿商Liontown公司周二（12月9日）宣布，已签署一项购销协议，将于2027年至2028年期间 向中国锂化工制造商天华新能（300390.SZ）(Canmax Technologies) 供应15万湿公吨锂辉石精矿，该 精矿来自其Kathleen Valley项目。 钴价年内涨幅150%！刚果（金）出口迟迟未恢复，10%特许费又添变数 全球最大钴供应国刚果（金）自10月中旬以出口配额制取代禁令以来，钴产品出口仍未恢复。新增的特许 权使用费核算方式和复杂审批流程， 叠加钴价自年初低谷以来上涨150%， 供应链不确定性持续提高。 根据新出口规定，刚果（金）要求钴出口商在申报后48小时内预付10%的特许权使用费，并取得由刚果 （金）战略矿产市场监管局（ARECOMS）签发的强制性配额核查证书（AVQ）方可发运。 莫桑比克耗资逾1亿美元的石墨新工厂即将建成，石墨年产能约20万吨 据莫桑比克总统兼党主席丹尼尔·沙波（er Daniel ...

Overview - The report highlights that the energy storage lithium battery industry is entering a new profit cycle, driven by strong demand and improved supply dynamics [1][17]. Energy Storage - The energy storage sector is experiencing a global high prosperity, with significant policy and market support leading to rapid development [5][19]. - As of September 2025, China's wind and solar power accounted for 46% of installed power capacity, while new energy storage only represented 3% and 6% of total installed capacity and new energy capacity, respectively, indicating substantial growth potential [5][28]. - The exit of mandatory storage policies has allowed independent storage to emerge as a profitable asset, with improved pricing mechanisms and market conditions [5][36]. - Domestic energy storage projects have seen a significant increase, with new installations reaching 43.7 GW in 2024, a year-on-year growth of 103% [20][24]. Lithium Batteries - The lithium battery sector is benefiting from the growth in energy storage demand, with the industry moving out of a price decline cycle and entering a phase of volume and profit recovery [15][17]. - The demand for energy storage batteries is rising, and the sales of power batteries remain robust, contributing to a healthy growth outlook [15][17]. - The supply side is improving, with many companies still operating at a loss or minimal profit, leading to a strong desire to increase prices amid high demand [5][15]. Solid-State Batteries - Solid-state batteries are seen as a key technology to overcome the performance limitations of lithium batteries, with ongoing industrialization efforts supported by policy and market participants [5][17]. - The demand for solid-state batteries is expected to grow in applications requiring high energy density and safety, such as low-altitude flying vehicles and humanoid robots [5][17]. - Key materials and equipment for solid-state battery production are making progress, with significant technological barriers that favor advanced participants in the industry [5][17]. Investment Recommendations - The report maintains a "stronger than market" rating for the energy storage and lithium battery sectors, recommending investments in leading companies such as Sungrow Power Supply, Haimo Technologies, and CATL [8][12]. - The solid-state battery sector is also highlighted for its growth potential, with recommendations to focus on companies involved in key materials and equipment [8][12].

| | 锂云母 (Li20:1.5%-2.0%) | 1665 | 25 | ■ 级 使 酸 一 半 均 价 == 田洲级使酸锂一半均价 电硕-工候价差 元/吨 | | --- | --- | --- | --- | --- | | | 锂云母 (Li20:2.0%-2.5%) | 2590 | 25 | 碳酸锂注册仓单(吨) | | | 磷锂铝石 (Li20:6%-7%) | 9000 | 735 | | | | 磷锂铝石 (Li20:7%-8%) | 10275 | 250 | | | | 正极材料 | 平均价 | 涨跌 | | | | 磷酸铁锂(动力型) | 39280 | 195 | | | | 三元材料811(多晶/动力型) | 162100 | 200 | | | | 三元材料523(单晶/动力型) | 145150 | 300 | | | | 三元材料613(单晶/动力型) | 144950 | 200 | | | | 名称 | 现值 | 変化值 | | | | 电碳-工碳 | 2500 | 50 | | | 价 差 | 电碳-主力合约 | -5380 | -2100 | 200000 | | ...

| | 铝云过 | 1640 | 30 | 电硕-工硕价差 元/吨 | - 工业级碳酸锂-平均价 - 电池级碳酸锂-平均价 T./ 14 | | --- | --- | --- | --- | --- | --- | | | (Li20:1.5%-2.0%) | | | | | | | 锂云母 (Li20:2.0%-2.5%) | 2565 | 30 | | 碳酸锂注册仓单(吨) | | | 磷锂铝石 (Li20:6%-7%) | 8765 | | | | | | 磷锂铝石 (Li20:7%-8%) | 10025 | 100 | | | | | 正极材料 | 平均价 | | | | | | 磷酸铁锂(动力型) | 39085 | -10 | | | | | 三元材料811(多晶/动力型) | 161900 | 100 | | | | | 三元材料523(单晶/动力型) | 144850 | 150 | | | | | 三元材料613(单晶/动力型) | 144750 | 50 | | | | | 名称 | 现值 | 変化值 | | | | | 电碳-工碳 | 2450 | 50 | | | | 价 差 | ...

Industry News - The Ministry of Industry and Information Technology released the "Management Measures for Public Service Platforms for Industrial Technology," emphasizing the need for service platforms to clarify their service industry and scope, focusing on sectors such as equipment, petrochemicals, steel, new energy, new materials, new energy vehicles, green environmental protection, artificial intelligence, and new energy storage [2] - China's first energy engineering dedicated satellite, "Electric Power Engineering No. 1," has been launched, capable of monitoring major energy projects with millimeter-level precision, enhancing construction quality assurance [2] - The "Xinjiang Power to Chongqing" project has delivered over 10.12 billion kilowatt-hours of electricity since its operation, significantly supporting energy supply and green development in the southwestern region [3] - The deepest vertical shaft of a pumped storage power station in China, with a depth of 637 meters, has been completed, marking a significant breakthrough in intelligent construction within the pumped storage industry [4] International News - France's nuclear power capacity is expected to recover, with a sustainable surplus in electricity generation for the next two to three years, allowing for exports to neighboring countries and aiding in the country's energy transition [5][6] - Poland's Prime Minister announced that the EU has approved funding for the construction of the country's first nuclear power plant, with an initial allocation of 4 billion zlotys (approximately 7.76 billion yuan) [6] Corporate News - A new 1 million kilowatt unit has been put into operation in Zhejiang, with the project expected to generate approximately 10 billion kilowatt-hours of electricity annually after full production [7]

12月10日，记者从中国绿发首届品牌开放日活动上获悉，中国绿发投资集团有限公司将加快新能源、新 材料、新型电力系统、新型储能、人工智能应用、节能降碳等领域集群发展，完善产业生态，推动新技 术新产品新场景的大规模应用，加快新兴产业规模化发展。同时，还将前瞻布局未来产业，探索典型应 用场景、可行商业模式，择优择机布局氢能和核聚变等领域的新技术新材料，以及健康领域的生物制 造、具身智能等。 ...

12月1 0日，工信部发布的《产业技术基础公共服务平台管理办法》指出，服务平台申报单位应当明确申报的服务行业领域及服务范 围。服务重点行业和领域包括装备、石化化工、钢铁、有色、建材、轻工、纺织、食品、医药、新一代信息技术、生物技术、新能 源、新材料、新能源汽车、仪器仪表、安全应急、民用爆炸物品、民用航空、船舶与海洋工程、绿色环保、人工智能、元宇宙、脑机 接口、量子信息、新型储能等；服务范围主要包括计量检测、标准验证与检测、质量可靠性试验检测、认证认可、产业信息、知识产 权、技术成果转化等。 以下为原文 | | | | 发文机关:工业和信息化部 | | | --- | --- | | 标 题： 工业和信息化部关于印发《产业技术基础公共服务平台管理办法》的通知 | | | 发文字号: 工信部科〔2025〕261号 | | | 成文日期: 2025-12-05 | 发布日期: 2025-12-10 | | 发布机构:科技司 | 分 类:技术基础管理 | 第一章 总则 第一条 为深入实施制造强国战略，健全产业基础支撑体系，培育一批具备权威性、基础性、前瞻性的产业技术基础公共服务平台，加 强对现有产业技术基础公共服务平 ...