Core Viewpoint - The Henan provincial government is advancing high-quality energy development during the 14th Five-Year Plan period, focusing on a clean, low-carbon, and efficient energy system to support economic and social development [1] Group 1: Clean Energy Development - Henan is accelerating the construction of a clean and efficient energy supply system, significantly enhancing energy security capabilities [2] - As of Q3 this year, the cumulative installed capacity of renewable energy in the province exceeded 87 million kilowatts, accounting for 55% of total installed capacity, which is more than 2.6 times that at the end of the 13th Five-Year Plan [2] - By the end of 2025, the installed capacity of renewable energy is expected to exceed 88 million kilowatts, with renewable energy generation likely to surpass 1.4 trillion kilowatt-hours, achieving a green electricity share close to 40% [2] - The proportion of non-fossil energy consumption in primary energy consumption has increased to 18%, up about 7 percentage points from 2020 [2] Group 2: Coal Green Mining - The province has established several green mines and is promoting green mining technologies such as backfilling and comprehensive utilization of coal gangue and mine water [3] - The utilization of gas extraction has been increasing, contributing to the supply of clean energy [3] Group 3: Infrastructure Improvement - Since the beginning of the 14th Five-Year Plan, annual investment in the power grid has exceeded 30 billion yuan, enhancing the interconnectivity and reliability of the electricity supply [4] - The total length of oil and gas pipelines has surpassed 10,000 kilometers, significantly improving the supply capacity of oil and gas resources [4] Group 4: Reform and Innovation - Henan is advancing a distributed energy system focused on clean energy, integrating source, grid, load, and storage [5] - A total of 622 projects have been implemented, with an investment of approximately 55.6 billion yuan, adding significant renewable energy capacity and enhancing green electricity consumption [5] Group 5: Electricity Market Development - The establishment of a power spot market allows all users to participate, optimizing resource allocation and stabilizing prices [6] - The market has facilitated the participation of independent storage users, achieving full coverage of electricity market participants [6]

"这是我们孤网运行系统全流程打通后取得的实效。"利源集团常务副总经理付俊红说，从2024年6月启 动孤网运行系统建设及运行试验以来，该公司用一年多的时间进行攻坚，完成了从被动防御到主动构建 能源安全格局的跨越，不仅有效规避了非计划停产风险，更以自主可控、多元融合、智慧高效的模式， 为工业领域能源转型提供了实践范本。 探索"一模式" 摆脱外部供电束缚 2024年6月24日，一场突如其来的外部电网大停电，给利源集团带来了巨大损失。"煤化工企业要想安全 稳定生产，必须摆脱对外部大电网的依赖，探索孤网运行新模式，实现局部区域安全自主供电。"付俊 红表示。 据他介绍，外部电网危机事件发生后，利源集团决策层决定上马孤网运行项目。经过多方调研和实地考 察，该公司与南京磐控微型电网技术有限公司达成合作，对企业内部3座110千伏变电站、3个电厂，以 及各用电单位进行了一次全面、系统性的电力升级。改造过程中，利源集团项目小组和南京磐控技术团 队自主研发核心控制算法，反复调试参数，最终经过19次大小孤网试验，实现了孤网系统的全部技术目 标。 其间，为满足孤网系统的技术要求，利源集团相继对6B重型燃机控制系统新增了孤网控制模式，将G ...

Core Viewpoint - The foundation-laying ceremony for the integrated green high-carbon ferrochrome source-grid-load-storage project by Shuangjie Electric marks a significant step towards the company's commitment to renewable energy and the green transformation of the high-carbon ferrochrome industry [1][2]. Group 1: Project Overview - The total investment for the project is approximately 2.8 billion yuan, with a planned construction area of about 450 acres in Chifeng Yulong Industrial Park [1]. - The project aims to produce 552,000 tons of high-carbon ferrochrome alloy annually, with a wind power installed capacity of 400,000 kilowatts and a storage capacity of 60,000 kilowatts/240,000 kilowatt-hours [1]. Group 2: Industry Context - The project adopts an integrated source-grid-load-storage model to address the challenges of high energy consumption and emissions in the industry [2]. - High-carbon ferrochrome is a crucial alloy additive for high-end materials such as stainless steel and special steel, with market demand continuing to grow [2]. - As of the first half of 2025, China's high-carbon ferrochrome industry production reached 4.097 million tons, with recent trends showing a stable increase in spot prices [2]. Group 3: Environmental Impact - The project is expected to significantly reduce unit product energy consumption through large-scale production and a high proportion of green electricity supply [2]. - Upon reaching full production, the project is projected to save approximately 350,000 tons of standard coal annually, leading to a reduction of about 930,000 tons of carbon dioxide emissions [2]. - The foundation of the integrated source-grid-load-storage project is seen as a milestone in the company's renewable energy strategy and a practical step towards the green transformation of the high-carbon ferrochrome industry [2].

Core Insights - The article provides an analysis of the energy storage bidding market in September, highlighting trends in bidding segments and technological diversification in energy storage solutions [2][3]. Bidding Market Overview - In September 2025, a total of 247 bidding segments were tracked, representing a year-on-year decrease of 7.8% but a month-on-month increase of 4.2%. This includes various categories such as EPC, energy storage systems, batteries, and more [4]. - The bidding segments for energy storage systems totaled 59, down 35.9% year-on-year but up 3.5% month-on-month. EPC bidding segments reached 160, showing a year-on-year increase of 3.2% and a month-on-month increase of 9.6% [5]. Bidding Scale - The EPC bidding scale reached a historical high of 12.4 GW/32.4 GWh, reflecting a year-on-year increase of 52.9%/47.3% and a month-on-month increase of 21.3%/4.3%. The energy storage system bidding scale was 2.9 GW/9.3 GWh, with a year-on-year increase of 58.4%/125.3% but a month-on-month decrease of 34.4%/43.4% [6][8]. Application Distribution - In September, the EPC bidding scale growth was primarily driven by grid-side projects, reaching 29.4 GWh (90.7% of total), with a year-on-year increase of 124.6% and a month-on-month increase of 13.1%. User-side bidding also saw significant growth, reaching 2.1 GWh, up 177.5% year-on-year and 78.9% month-on-month [10]. Technological Diversification - The bidding projects in September exhibited a notable trend towards technological diversification. Lithium-ion batteries remained dominant at 86.7%, but there was a decrease compared to previous months. Non-lithium storage technologies, such as compressed air and flow batteries, showed active participation [12][14]. Bidding Entities - The number of bidding entities for energy storage systems totaled 60, down 33.3% year-on-year but up 1.7% month-on-month. For EPC, there were 138 entities, showing a slight year-on-year decrease of 0.7% but a month-on-month increase of 12.2% [14].

Core Viewpoint - The meeting in Luoyang focused on advancing the integrated source-grid-load-storage projects in Henan Province, highlighting the importance of renewable energy and energy efficiency in the region's development [1][2][3] Group 1: Project Implementation and Impact - Henan Province has implemented over 600 integrated source-grid-load-storage projects, contributing positively to clean energy development and the achievement of carbon neutrality goals [3] - The New Strong Union's subsidiary, New Saint New Energy, has constructed distributed photovoltaic power stations with a total installed capacity of 120 MW, significantly reducing electricity costs from 0.72 yuan per kWh to 0.55 yuan per kWh, achieving a self-consumption rate of 47.5% [1] - The State Power Investment Corporation's project in Fulu Village has generated over 100,000 yuan in annual income for the village, reducing electricity costs for residents to 0.5 yuan per kWh [2] Group 2: Government Initiatives and Future Plans - The Henan Provincial Government plans to accelerate the implementation of integrated source-grid-load-storage projects, with a target of over 1,000 pilot projects to be completed by the end of 2027 [2] - The provincial development and reform commission has issued implementation guidelines for various categories of integrated projects, aiming to promote large-scale development of renewable energy while ensuring high-level consumption [2]

Core Viewpoint - The China New Construction Power Group successfully held a conference focusing on the construction of a new power system and the development of a green transformation ecosystem, aligning with the national "dual carbon" strategy [1][2]. Group 1: Company Overview - China New Construction Power Group is the controlling shareholder of Tianfu Energy (600509) and was established with a registered capital of 10 billion RMB, aiming to enhance the competitiveness of the power industry chain in the region [1]. - The company is a significant initiative by the regional government to implement national carbon peak and carbon neutrality strategies and to promote a new round of state-owned enterprise reforms [1]. Group 2: Achievements and Innovations - The conference marked a transition to a mature stage in the integration of source, network, load, and storage (source-network-load-storage) systems, providing a replicable model for energy production in line with the national "dual carbon" strategy [2]. - The overall report on the green transformation ecosystem presented by the company detailed how it integrates resources across various energy sectors, offering a path for collaborative optimization and green development in urban energy systems [2][3]. Group 3: Practical Applications - The conference showcased breakthroughs in several key areas, including smart energy integration, renewable energy planning, and the combination of photovoltaic technology with ecological restoration [3]. - Demonstrations of successful applications in energy supply reliability and economic efficiency were presented, highlighting the practical effectiveness of the "Bingtuan model" in energy, economy, and ecological collaboration [3].

Core Insights - The Henan Province's integrated source-grid-load-storage project aims to increase the proportion of green electricity supplied to enterprises by 25 percentage points, enhancing the renewable energy consumption ratio [1][3] Group 1: Project Overview - The project is part of a broader initiative to address the high energy consumption and supply pressure in Henan, a major energy-consuming province [3] - The implementation guidelines for the project were issued in 2024, encouraging large industrial enterprises to utilize distributed solar or wind energy within a 20-kilometer radius [3][6] Group 2: Economic and Environmental Benefits - Once fully operational, the project is expected to provide 1.137 billion kilowatt-hours of green electricity annually, reducing carbon dioxide emissions by 893,600 tons [3] - Companies involved in the project have reported significant cost savings; for instance, one company reduced its average electricity price from 0.72 yuan per kilowatt-hour to 0.55 yuan, saving 52 million yuan annually based on a consumption of 300 million kilowatt-hours [4] - Another company is projected to save approximately 10 million yuan annually by providing green electricity at a rate 0.15 yuan lower than the market price [4] Group 3: Future Developments - The Henan government plans to adjust policies to facilitate the local utilization of renewable energy, including relaxing distance restrictions for industrial enterprises [6] - Advanced projects with high conversion efficiency will receive preferential policies in areas such as project approval and grid access [6]

Core Viewpoint - Longjiang Transportation plans to acquire 100% equity of Heilongjiang Water Transport Construction Development Co., Ltd., a wholly-owned subsidiary of its controlling shareholder, for a price not exceeding 157 million yuan, aiming to enhance its clean energy capabilities and support its strategic transformation into "transportation + new energy + new materials" [1][2]. Group 1: Acquisition Details - Longjiang Transportation intends to purchase the water power assets at a base price of 150 million yuan, with a maximum bid of 157 million yuan through public bidding [1]. - The target company, Heilongjiang Water Transport, operates the Dadingzi Mountain Hydropower Plant, which has a total installed capacity of 66,000 kilowatts and has been operational since October 2007 [1]. Group 2: Strategic Implications - The acquisition is part of Longjiang Transportation's strategy to complete its "graphite mine source - technology research and development - energy supply" industrial chain, providing low-cost and stable electricity for its energy-intensive graphite processing segment [2]. - This transaction is expected to enhance the company's platform functionality, activate existing assets, and facilitate its transition from traditional highway operations to a diversified business model [2]. Group 3: Business Expansion - Longjiang Transportation's subsidiary, Heilongjiang Transportation Longyuan Investment Co., Ltd., focuses on the investment and operation of the new energy industry chain, utilizing integrated technology for sustainable energy solutions [3]. - The company has made significant progress in the graphite new materials sector, with a mining capacity of 2 million tons per year and ongoing technological advancements to support high-quality development in the graphite industry [3]. Group 4: Industry Insights - The transition of state-owned transportation enterprises to new energy is supported by abundant land resources along highways and service areas, which can be utilized for distributed solar, wind, or energy storage projects [4]. - State-owned enterprises have diverse financing channels, making it easier to obtain low-interest loans or policy funds for such transitions [4].

Core Viewpoint - Binhua Co., Ltd. announced the investment in a new integrated energy project led by its wholly-owned subsidiary, Shandong Binhua New Energy Co., Ltd., with a total investment of approximately 1.421 billion yuan [1]. Group 1: Project Overview - The integrated energy project, named "Source Network Load Storage Integration Project," is located in the Beihai Economic Development Zone and Wudi County of Shandong Province [2]. - The project will include a 160MW wind farm and a 100MW photovoltaic power station, along with a 130MW/260MWh new energy storage device and a 110kV booster station, which will feature a smart energy comprehensive dispatch and control center [2]. - The project is expected to achieve an average annual utilization of 2,332.4 hours for wind power and 1,338.5 hours for photovoltaic power, indicating a high level of energy utilization efficiency within the industry [2]. Group 2: Company Background - Binhua Co., Ltd. is a well-established comprehensive chemical enterprise group founded in 1968, with core business segments including chlor-alkali, petrochemicals, new energy, new materials, and specialty chemicals [3]. - The company has developed a diversified and collaborative industrial ecosystem over several decades [3].

储能景气度跟踪之专家电话会 20251009 摘要 新型储能政策在多省落地，如内蒙古已支付超 4 亿元容量补偿，独立储 能项目快速增长，但高额补贴或难持续，未来可能转向用户侧分摊。 电力现货市场逐步推进，成为独立储能电站的重要套利手段，陕西、辽 宁和青海等省份也开始试运行现货市场套利。 绿电直连或源网荷储一体化项目是未来集中式新能源及储能发展的重要 模式，但对 2025 年储能并网影响较小。 储能市场招标转向集采和框采，供应商入围门槛提高，行业集中度显著 提高，但电池供应紧张导致二三线品牌电芯占比仍高。 电芯价格上涨，导致储能系统报价上调，尤其是交货期紧张的项目，主 流电芯品牌报价已上涨至 0.27-0.28 元/瓦时。 国内市场受货期溢价影响的储能电池量超过 20 吉瓦时，占新增装机量 的一半左右，314Ah 电芯供不应求，500Ah 以上规格扩产存在技术风 险。 预计 2025 年国内新增储能装机量约 140GWh，2026 年或超 180GWh，年复合增长率 30%-40%，海外市场特别是欧洲市场增长迅 速，容量市场成为重要收入来源。 Q&A 今年（2025 年）国内各省份出台的储能政策有哪些重要内容， ...