Core Viewpoint - Energy storage plays a crucial regulatory role in the new power system, significantly promoting the development and consumption of renewable energy, and is recognized as essential for achieving carbon neutrality goals [1][5]. Group 1: Seminar Overview - A seminar on cutting-edge energy storage technology and project development was held in Hangzhou from March 20-22, organized by China Energy News [1]. - The seminar included in-depth discussions on energy storage technology, industry hotspots, and optimization of commercial energy storage station operations [1]. Group 2: Field Visit Insights - Participants visited the Hangzhou Taihu Source Energy Storage Station to gain practical insights into operational management and maintenance of energy storage facilities [1][3]. - Engineers provided detailed explanations on equipment maintenance, emergency response plans, and regular inspection processes [3]. Group 3: Project Details - The Hangzhou Taihu Source Energy Storage Station is a key demonstration project in Zhejiang's 14th Five-Year Plan, with a total investment of approximately 257 million yuan and a maximum charge and discharge power of 80 megawatts [5]. - The station, covering nearly 20,000 square meters, has a total storage capacity of 160 megawatt-hours and is the largest single-capacity energy storage station in the Hangzhou area [5]. - The project is expected to enhance the region's renewable energy consumption capacity and load regulation, contributing to the green and low-carbon energy transition [5]. Group 4: Operational Management - The energy storage station emphasizes a "prevention first, regular inspection" approach in its operational management, utilizing advanced monitoring and data analysis to identify potential risks [5]. - The integration of a digital platform allows for real-time monitoring and data collection, ensuring the safety, stability, and efficiency of long-term operations [3]. Group 5: Industry Context - China Energy News, under the auspices of the People's Daily, serves as a comprehensive energy industry economic newspaper, supporting national energy transition and carbon neutrality goals [6]. - The seminar aligns with the demand for talent development in the energy storage sector, combining theoretical knowledge with practical application [6].

3月5日，超威集团与国家电力投资集团能源科学技术研究院（以下简称：国家电投能研院）签 订战略合作协议。 双方将充分发挥各自在产业、资源、技术、人才和科技创新等方面的优势，开展全方位、宽领 域、多层次的深度合作，共同探索、攻克重大共性关键技术和前沿引领技术，共同打造技术验 证及示范基地，实现互利共赢。 望通过与国家电投能研院的深入合作，充分发挥各自在储能产品研发、系统集成验证及市场资 源等方面的优势，推动双方企业高质量发展。 国家电投能研院党委书记、董事长顾皑表示，国家电投能研院是国家电投非核产业应用技术创 新和成果转化推广的重要依托。希望今后双方能够共同推动新型储能技术的创新突破和商业化 应用，助力构建以新能源为主体的新型电力系统，为实现"双碳"目标贡献力量。 （ 来源：企业 官微 ） 1、 2025起点软包电池全国巡访调研活动正式启动 2、 多氟多第三代大圆柱电池应用"全面开花" 3、 宁德时代敲定10万吨采购大单 4、 央企收购动力电池企业！ 签约仪式现场，超威集团董事长周明明董事长对顾皑书记一行的到来表示欢迎。他指出，超威 是一家注重科技创新的企业，围绕绿色能源发展确立了移动能源和固定能源两条战略路径。 ...

电力设备及新能源 分析师：唐俊男 登记编码：S0730519050003 tangjn@ccnew.com 021-50586738 电力设备及新能源相对沪深 300 指数表现 相关报告 《电力设备及新能源行业专题研究：BC 电池 平台型技术优势明显，关注龙头商业化进 程》 2025-02-19 《电力设备及新能源行业月报：宏观信心增 强，海外需求不减，关注输变电行业龙头》 2025-01-27 《电力设备及新能源行业月报：2024 年国内 新增光伏装机再创历史新高，光伏主产业链 价格企稳》 2025-01-27 投资要点： ⚫ 2 月光伏产业指数震荡走高，个股表现良好。受整体 A 股市场投资 风险偏好提升和光伏产品价格企稳等因素影响，本月光伏指数表现 良好。截至 2 月 27 日收盘，2 月光伏行业指数上涨 6.32%，跑赢 沪深 300 指数，全部细分子行业均实现上涨，大部分个股取得正向 收益。 证券研究报告-行业月报 强于大市(维持) 本报告版权属于中原证券股份有限公司 www.ccnew.com 请阅读最后一页各项声明 第1页 / 共13页 深化新能源上网电价市场化改革政策 出台，光伏组件价格有所上调 ...