"南方地区增速较快，已投运新型储能装机占全国的15.4%，与2024年年底相比增加3个百分点，主要原 因是广西、云南等水电占比较高、调节资源相对充裕的省份，由于新能源快速发展，调节能力逐步趋 紧，新型储能发展需求不断增加。"边广琦说。 7月31日从国家能源局获悉，今年上半年，全国新型储能装机规模达到9491万千瓦/2.22亿千瓦时，较 2024年年底增长约29%，新型储能保持平稳较快发展态势。 国家能源局能源节约和科技装备司副司长边广琦在当日举行的国家能源局例行新闻发布会上表示，2025 年上半年，新型储能保持平稳较快发展态势。华北、西北、南方地区是上半年新型储能主要增长区，占 全国新增装机的80%以上。 近年来，我国新型储能快速发展，在新型电力系统中作用日益凸显，有力促进新能源开发消纳，提高电 力系统安全稳定运行水平。7月份以来，我国多地出现持续高温，用电负荷快速增长，新型储能发挥顶 峰保供作用。其中，江苏、山东、云南先后开展全省新型储能电站用电高峰期间集中调用，最大放电功 率分别达714万千瓦、804万千瓦、474万千瓦，调用同时率达到95%以上。 此外，会上发布《中国新型储能发展报告(2025)》，总结 ...

随着一系列扩内需、促消费政策落地，上半年全国电力消费逐季回升，高技术及装备制造业用电表现亮 眼，城乡居民生活用电量快速增长。电力供给保障能力不断提升，新能源持续快速发展，全国电力供需 总体平衡。 "用电量是国民经济发展的'晴雨表'，电力消费的回升，反映出上半年我国国民经济总体稳中有进、回 升向好的态势。"中电联统计与数智部主任侯文捷指出。 根据中电联发布的《2025年上半年全国电力供需形势分析预测报告》（以下简称《报告》），上半年， 全国全社会用电量4.84万亿千瓦时，同比增长3.7%；二季度用电量较一季度提高2.4个百分点；分月 看，用电量增速总体平稳回升。 聚焦各产业表现，第二产业占全社会用电量的比重最大，对全社会用电量增长的贡献率最高。一季度， 第二产业用电量同比增幅仅1.9%，二季度，随着促消费系列政策逐步推行，部分省份工业用电量回 温，拉动第二产业用电量增速较一季度提高1个百分点，上半年用电量总计3.15万亿千瓦时，同比增长 2.4%。 细分产业中，高技术及装备制造业表现尤为亮眼，上半年用电量同比增长3.8%，增速高于同期制造业 平均增长水平1.7个百分点，其下9个子行业除电气机械和器材制造业外均实 ...

千瓦时（kWh） 指 =1 千瓦时 新疆立新能源股份有限公司 Xinjiang Lixin Energy Co., Ltd. 2025 年半年度报告全文 第二节 公司简介和主要财务指标 一、公司简介 股票简称 立新能源 股票代码 001258 变更前的股票简称（如有） 无 股票上市证券交易所 深圳证券交易所 公司的中文名称 新疆立新能源股份有限公司 公司的中文简称（如有） 立新能源 公司的外文名称（如有） Xinjiang Lixin Energy Co., Ltd 公司的外文名称缩写（如 无 有） 公司的法定代表人 陈龙 二、联系人和联系方式 董事会秘书 证券事务代表 姓名 董爽 赵生萍 新疆乌鲁木齐市经济技术开发区（头 新疆乌鲁木齐市经济技术开发区（头 联系地址 屯河区）玄武湖路 477 号新疆能源大 屯河区）玄武湖路 477 号新疆能源 大 厦 10 层 厦 10 层 电话 0991-3720088 0991-3720088 传真 0991-3921082 0991-3921082 电子信箱 lixinner@126.com lixinner@126.com 三、其他情况 公司注册地址、公司办公地址及其 ...

Core Viewpoint - The Chinese photovoltaic industry is facing severe "involution" challenges, characterized by chaotic capacity expansion, price wars, and technological homogenization, necessitating a shift towards high-quality development and innovation [1][2][5] Group 1: Policy and Regulatory Changes - The National Development and Reform Commission (NDRC) and the State Administration for Market Regulation are soliciting opinions on the draft amendment to the Price Law, which aims to address the core issues of vicious competition by prohibiting price manipulation and below-cost dumping [2][3] - The amendment is designed to promote fair competition and optimize resource allocation, aligning with the photovoltaic industry's need to move away from price wars and focus on technology and value creation [2][4] Group 2: Industry Self-Regulation and Government Role - The industry must awaken to the need for self-regulation alongside legal constraints, as strong self-discipline can reduce regulatory costs and enhance legal enforcement efficiency [3][4] - Local governments need to shift from being irrational promoters of investment to guardians of rules and cultivators of ecosystems, ensuring fair competition and preventing blind expansion driven by excessive incentives [4][5] Group 3: Technological Innovation and Development - The industry should focus resources on disruptive technologies, such as perovskite tandem cells and cost-reducing heterojunction technologies, to escape the homogenization trap and ascend the global value chain [4][5] - Embracing grid transformation and participating in friendly technology development for the grid are essential for overcoming integration challenges and enhancing energy storage applications [4][5]

新型电力系统以新能源为主，为我国经济注入绿色动能，为高碳行业减排与终端电气化提供绿色支撑。 同时，新型电力系统灵活柔性、安全高效，能和数字经济更好地匹配，催生"绿电+算力"新模式，释放 产业新动能。 然而，当前我国电力系统正处于新旧交替之际，为了加快交替流程，旧系统必须重整塑造，新系统必须 准备妥当，其间资金需求庞大。特别是，我国电力行业的关键技术领域仍处于早期发展阶段，需要通过 资金投入来推动商业模式的落地以及规模化应用的推广。此外，电力系统转型所涉环节繁多，发电、输 配电、用电、储能等环节都有资金需求，有赖金融体系给予多层次、多元化的支持。本文对此展开解 析。 融资需求特征：跨度大、类型多、流动性各异 电力行业转型过程中，融资需求有产业链跨度大、企业类型多、资产流动性各异等特征。这些特征会对 电力转型相关的融资需求造成影响，特别有赖多层次、多元化的金融支持。 （一）在产业链结构方面，新型电力系统覆盖"源网荷储"全链条，产业细分领域多、发展阶段不一。细 分产业有光伏、风电、新型储能、智能调度、虚拟电厂、综合能源服务等，各领域都包括上游材料、设 备与零部件制造到下游系统集成与运营。在技术发展上，光伏、风力、水 ...

能源节约和科技装备司副司长边广琦出席发布会，并介绍《中国新型储能发展报告(2025)》基本情况。 他表示，近年来，我国新型储能快速发展，在新型电力系统中作用日益凸显，有力促进新能源开发消 纳，提高电力系统安全稳定运行水平。为加强行业发展引导，服务"双碳"战略实施，国家能源局近期组 织编制《中国新型储能发展报告(2025)》，主要内容有： 《报告》主要包括三部分内容：一是从政策体系、装机规模、应用场景、技术创新、产业发展、标准体 系等方面，系统总结2024年国内外新型储能发展情况。二是从科学谋划发展、健全市场机制、加大技术 攻关、促进作用发挥和巩固产业优势等方面提出2025年新型储能行业发展展望。三是系统梳理2021- 2024年新型储能主要政策、技术创新和示范工程等大事记情况。 7月31日，国家能源局举行新闻发布会，发布上半年全国能源形势、上半年可再生能源并网运行情况， 介绍迎峰度夏电力供需总体情况，发布《中国新型储能发展报告(2025)》，并回答记者提问。 一是我国新型储能发展的政策体系持续完善，陆续出台《关于促进新型储能并网和调度运用的通知》 《加快构建新型电力系统行动方案(2024-2027年)》《关于 ...

Core Viewpoint - The recent capital increase and share expansion project of State Grid Xinyuan Holdings Co., Ltd. raised 36.5 billion yuan, marking the largest cash fundraising in state asset rights trading history, aimed at hydropower energy storage project construction, potentially leveraging over 300 billion yuan in project investments [1] Group 1: Investment and Market Dynamics - The investment round attracted major players such as China National Petroleum, China Insurance, and several financial institutions, indicating strong confidence in the future of the hydropower energy storage sector [1] - The hydropower energy storage market is projected to grow significantly, with installed capacity expected to reach over 62 million kilowatts by 2025 and approximately 120 million kilowatts by 2030 [1][2] - By the end of 2024, the total investment in operational and under-construction hydropower energy storage projects in China is estimated to reach 2 trillion yuan [1] Group 2: Role of State Grid and Southern Power Grid - State Grid and Southern Power Grid are the largest operators and investors in the hydropower energy storage sector, with State Grid operating 75 stations with a total capacity of 94.04 million kilowatts, the highest globally [2] - Southern Power Grid operates 7 hydropower energy storage stations in the Greater Bay Area with a total capacity of 10.28 million kilowatts and has 9 under-construction stations with a total capacity of 10.8 million kilowatts [3] Group 3: Policy and Economic Factors - The introduction of a two-part pricing policy for hydropower energy storage has stimulated investment, ensuring returns for investors and encouraging project development [4][6] - The average construction cost for hydropower energy storage projects has increased significantly, now ranging from 8,000 to over 10,000 yuan per kilowatt due to challenges in project site selection [6] Group 4: Future Energy System and Flexibility - Hydropower energy storage is crucial for China's energy transition and the construction of a new power system, providing essential flexibility to manage the volatility of renewable energy sources [7][10] - Compared to other energy storage solutions, hydropower energy storage offers superior cost efficiency, safety, and technical maturity, making it a preferred choice for balancing renewable energy generation [9][10]

Core Viewpoint - The rapid development of new energy storage in China is significantly enhancing the role of the new power system, promoting renewable energy utilization, and improving the safety and stability of the power system [1][2]. Group 1: Development Status - As of the end of 2024, China has built and put into operation new energy storage capacity of 73.76 million kilowatts (168 million kilowatt-hours), accounting for over 40% of the global installed capacity [1]. - The policy framework for new energy storage has been progressively established since the 14th Five-Year Plan, with multiple policy documents released to guide scientific development and improve the electricity market mechanism [1]. Group 2: Application and Impact - The application effects of new energy storage are becoming increasingly evident, with the average equivalent utilization hours exceeding 1,000 hours in provinces such as Zhejiang, Jiangsu, Chongqing, and Xinjiang in 2024, serving as a crucial means for renewable energy consumption [2]. - During peak summer periods, new energy storage has played a vital role in ensuring electricity supply during peak demand times, functioning effectively as a "super battery" [2]. Group 3: Technological Innovation - In 2024, the National Energy Administration announced 56 pilot projects for new energy storage, covering over ten technological routes, with several projects representing the first engineering applications in the country [2]. - Twelve new energy storage projects were selected as part of the fourth batch of major technological equipment in the energy sector, providing application scenarios for the implementation of first-of-a-kind equipment [2]. Group 4: Standardization - In 2024, more than 20 electrochemical energy storage standards were published and implemented, with multiple standards initiated, covering various aspects such as planning, grid connection, operation control, maintenance testing, and post-evaluation [2].

Core Viewpoint - The development of new energy storage in China is progressing steadily, with significant growth in installed capacity and utilization, driven by the increasing demand for renewable energy integration and power supply stability [3][4][7]. Summary by Sections New Energy Storage Progress - As of mid-2025, China's new energy storage installed capacity reached 94.91 million kilowatts (22.2 billion kilowatt-hours), marking a 29% increase compared to the end of 2024 [3]. - Major regions contributing to this growth include Inner Mongolia and Xinjiang, each exceeding 10 million kilowatts, while Shandong, Jiangsu, and Ningxia surpassed 5 million kilowatts [3]. Regional Analysis - The North China, Northwest, and Southern regions accounted for over 80% of the new installed capacity, with North and Northwest China maintaining stable shares of 29.7% and 25.7%, respectively [4]. - The Southern region saw a 3 percentage point increase in its share, reaching 15.4%, attributed to the high proportion of hydropower in provinces like Guangxi and Yunnan [4]. Utilization and Performance - The equivalent utilization hours for new energy storage nationwide were approximately 570 hours, an increase of over 100 hours year-on-year [4]. - Provinces such as Zhejiang, Guangdong, and Gansu reported utilization hours exceeding 600, demonstrating the effective role of new energy storage in peak power supply [4]. Future Development Plans - The National Energy Administration aims to enhance the application scenarios for new energy storage, improve scheduling capabilities, and accelerate market mechanism improvements to promote high-quality industry development [5][9]. Development Report Overview - The "China New Energy Storage Development Report (2025)" outlines the progress and future outlook for the industry, emphasizing the need for a robust policy framework and technological innovation [7][8]. - By the end of 2024, the installed capacity of new energy storage in China accounted for over 40% of the global total, showcasing the country's leadership in this sector [7]. Policy and Standards - A series of policies have been introduced to support the development of new energy storage, including guidelines for grid connection and operational management [8]. - Over 20 standards related to electrochemical storage have been implemented, enhancing the overall standardization of the industry [8].

Core Viewpoint - The article emphasizes the significant progress and future potential of China's new energy storage sector, highlighting the government's commitment to policy support, technological innovation, and market development to achieve high-quality growth in the industry by 2025 [5][6][7]. Group 1: International New Energy Storage Development Trends - Global investment in new energy storage strategies is increasing, with countries like the US, EU, and UK implementing supportive policies and incentives [16][17]. - The international new energy storage market is experiencing rapid growth, with a cumulative installed capacity of approximately 180 million kilowatts by the end of 2024, marking a 98% increase from 2023 [18][19]. - New energy storage technologies are expanding their applications, with various countries exploring innovations in electrochemical storage, long-duration storage, and intelligent dispatch technologies [20][21]. Group 2: China's New Energy Storage Development in 2024 - The policy framework for new energy storage in China is continuously improving, with national and provincial-level support systems being established [25][26]. - The installed capacity of new energy storage in China reached 73.76 million kilowatts (168 million kilowatt-hours) by the end of 2024, a 130% increase from 2023 [30][32]. - Key regions such as North and Northwest China account for over 55% of the total installed capacity, with significant growth in provinces like Inner Mongolia and Xinjiang [34][36]. Group 3: Application and Value of New Energy Storage - New energy storage applications are primarily focused on independent storage, shared storage, and renewable energy integration, collectively accounting for nearly 90% of the installed capacity [44][45]. - The average annual equivalent utilization hours for new energy storage increased significantly to 911 hours in 2024, reflecting improved operational efficiency [52][55]. Group 4: Technological Innovations and Industry Growth - Various new energy storage technologies are being implemented, with lithium-ion batteries dominating the market, accounting for 96.4% of the installed capacity [56][58]. - The production of lithium-ion batteries in China reached 1.17 billion kilowatt-hours in 2024, with a 24% year-on-year increase, and the total industry output value exceeded 1.2 trillion yuan [65][67]. - The cost of lithium-ion battery storage systems has decreased significantly, with prices dropping by approximately 25% for EPC contracts and 44% for system bids compared to 2023 [72]. Group 5: Standards and Regulations - A comprehensive standard system for new energy storage is being established, with 26 national standards and 18 industry standards released in 2024 [73][74]. - The standards cover various aspects of energy storage, including planning, design, equipment testing, and operational safety, enhancing the overall regulatory framework for the industry [75]. Group 6: Outlook for 2025 - In 2025, the focus will be on strengthening planning guidance, improving cost mechanisms, and advancing core technology research to support the high-quality development of new energy storage in China [77].