来源：中国新闻网 编辑：郭晋嘉 广告等商务合作，请点击这里 本文为转载内容，授权事宜请联系原著作权人 中国首个高海拔源网荷储一体化检测试验平台建成 中新社西宁11月21日电 (祁增蓓)11月21日，高原清洁能源源荷储联合实验室在青海省西宁市揭牌成立， 标志着中国首个高海拔场景的源网荷储一体化检测试验平台建成。 青海省市场监督管理局局长刘波介绍，青海"水丰、光富、风好、地广"，新能源开发可利用荒漠10万平 方公里，清洁能源、新能源装机占比分别达94.6%、70%，居中国第一，绿电占全社会用电比重77%， 是中国唯一绿色算电协同试点省。 然而，高海拔极寒、强辐照射、生态脆弱等特殊环境，给新能源发电稳定性、源荷时空匹配、装备适应 性等带来诸多挑战。 此次成立的联合实验室，聚焦高原极端环境适应性技术、高效储能技术攻关、源荷协同调控技术、生态 友好型开发技术四大核心方向，将搭建高原清洁能源发电实验平台、储能技术测试平台、源荷协同控制 仿真平台及野外试验基地，构建数据共享与成果转化体系，打通技术研发、中试验证、产业落地全链 条。 实验室建成后，将依托电磁兼容、新能源、通信安全、计量校准四大专业实验室，构建起"检测—计量 ...

电价是消纳压力的直接体现，特别是近两年新能源装机增速带来供需错配，常规电价波动加剧，负电价 多地频发。陈星宇认为："负电价频发是新能源高速发展的'必经阶段'，它像电网的'信号灯'，既反映了 消纳压力，也在倒逼储能、跨区输电等配套设施加速建设。随着新型电力系统完善，未来负电价将 从'常态频发'转向'偶尔出现'，成为电力市场高效运转的正常信号。" 陈星宇还指出，当下"源、网、荷、储"各环节割裂导致匹配失灵，新型电力系统建设已迫在眉睫，这需 要统筹优化跨区域能源配置、源网荷储一体化协同以及通过数字化、智能化赋能。 陈星宇表示，新能源扩容已是必然趋势，光储协同、绿电直连、虚拟电厂、AI调度等是破局关键。光 伏的竞争力，需要储能的融合才能充分释放，未来5—10年可能在全国范围内都能够实现光储平价。 据陈星宇介绍，通威股份以构建源网荷储一体化体系及虚拟电厂运营平台为战略方向，以"降低用电成 本、增加绿电比例、拓展光伏应用、探索增值服务、促进商业闭环"为核心价值，立足于四大核心业务 （基地电源开发、储能系统开发建设、电力市场化交易和碳资产开发与交易服务），致力于在新型电力 系统框架下，成为企业信赖的综合能源 "管家"，充分 ...

Core Insights - The new energy storage capacity on the user side in China showed year-on-year growth in October 2025, but there was a month-on-month decline [2] - The commercial and industrial storage sector dominates the market, accounting for over 90% of the total capacity [5] - The Central China region leads the market with over 50% of the installed capacity, particularly driven by Henan province [3][8] User-side Storage Capacity - In October, the user-side storage market was primarily driven by commercial applications, with new installations of 178.00 MW/445.19 MWh, showing a year-on-year decline of 39%/51% [5] - The newly operational projects predominantly utilized electrochemical storage technology, with lithium iron phosphate battery technology accounting for 99% of the installed capacity [6] Regional Distribution of User-side Storage - The Central China region accounted for 50% of the new installed capacity, leading the market in October [8] - Henan province had the largest new installed capacity, exceeding 40%, while Shandong followed [8] - The demand for user-side storage in Henan is rapidly increasing due to the province's push for integrated energy solutions and the release of new market demands in rural areas [8] User-side Storage Project Registrations - The number of new user-side storage project registrations in October was significantly higher than the same period last year, with a year-on-year increase of 91% in scale and 4% in number [12] - The traditional strong provinces (Zhejiang, Guangdong, Jiangsu) saw a decline in the number of new registrations, with a total of 430 new projects, down 41% year-on-year [13] Peak and Valley Electricity Prices - In October, 15 provinces had peak-valley price differences exceeding 0.7 yuan/kWh, with Guangdong having the highest price difference, maintaining above 1.0 yuan/kWh in certain areas [15] - The potential for arbitrage in user-side storage remains significant in Guangdong, indicating it could become an important market for user-side storage [16] Overall Analysis of New Storage Projects - In October 2025, the total newly installed capacity of new energy storage projects in China was 1.70 GW/3.52 GWh, reflecting a year-on-year decline of 35%/49% and a month-on-month decline of 51%/66% [18] - Despite the decline in October, the cumulative installed capacity for the first ten months reached 35.8 GW, showing a year-on-year growth of 36% [18]

Core Viewpoint - The focus of the industry is shifting back to "traditional" liquid batteries, particularly lithium iron phosphate (LFP) batteries, despite the anticipated breakthroughs in solid-state battery technology. This shift is driven by the need for immediate profitability and the growing demand for energy storage solutions, which LFP batteries can effectively meet [1][9]. Group 1: Solid-State Battery Developments - The solid-state battery sector has seen significant stock price increases for companies like Sandi Intelligent and Yiwei Lithium Energy, indicating a market reevaluation [1]. - At the 2025 World Power Battery Conference, industry leaders discussed the challenges and timelines for solid-state battery commercialization, with estimates ranging from 2027 for small-scale demonstrations to 2035 for widespread adoption [6][11]. - Industry experts caution against overhyping minor advancements in solid-state technology, emphasizing the need for a realistic timeline and a conducive environment for research and development [4][5]. Group 2: Liquid Battery Resurgence - The LFP battery technology, which has been around for about 20 years, is experiencing renewed interest due to its cost-effectiveness and maturity in the market [3][9]. - LFP batteries are noted for their high safety, low cost, and long cycle life, making them suitable for current energy storage demands [9][12]. - The market for LFP batteries is projected to grow significantly, with estimates indicating that by 2024, LFP will account for over 80% of the combined power and storage applications [12]. Group 3: Industry Dynamics and Future Outlook - The recent actions of leading companies like CATL signal a strategic focus on both solid-state and LFP technologies, indicating a balanced approach to innovation and market needs [10][11]. - The energy storage market is expected to reach a trillion-yuan scale, driven by the increasing demand for new energy storage solutions [12]. - The industry is witnessing a shift in focus from solid-state to liquid batteries, as the latter continues to meet immediate market needs effectively [1][12].

临沂市琅琊超充兴程智慧物流园站里,一辆载重28吨的新能源重卡安静地停靠在充电桩前,电流无声注入 这庞然大物。提示音响起,司机王愉乐拔下充电枪,看了看表,不到半小时,满载情况下续航300多公里的电 池已满格,速度较以往快了一倍多。 背后的经济账 11月4日,踩着午间谷电时段,王愉乐驾驶着一辆载重28吨的新能源重卡,驶入位于兴程智慧物流园区内的 琅琊超充站点。停稳、下车,先稳稳地接入一根液冷枪,随即利落地插上两根充电枪,王愉乐的动作一气呵 成。三枪齐下,电流无声地注入这庞然大物。 以往,开着这样的大家伙上路前,王愉乐总头疼充电慢的问题。"以前开的那辆车,400度左右的电池,充满电 至少需要一个小时。"而王愉乐当天驾驶的新能源重卡,电池电量500多度,配合兆瓦超充,不到半个小时就 能充满电,足够他开到黄岛港卸货。 这也是王愉乐头一次感受如此高效的充电体验。当天上午,王愉乐所在的重卡超充站点迎来正式发布 日。这处由临沂市兰山国有资产投资控股集团有限公司(以下简称"兰山国投")基于华为兆瓦超充解决方 案打造的站点,采用华为液冷超充和兆瓦超充,共配置14个重卡充电车位和86个乘用车充电车位。 "重卡车位专为新能源重卡、大 ...

Core Insights - The 32nd China Automotive Engineering Society Annual Conference and Exhibition was held in Chongqing, focusing on the theme of "Low Carbon Drives Change, Vehicle Energy Integration Innovation - Building a New Energy Vehicle Technology Ecological Chain" [2] - The forum gathered experts from academia and industry to discuss new technologies, models, and ecosystems for new energy vehicles, aiming to guide industry development in the context of global green transformation [2] Industry Trends - The development of new energy vehicles in China has shifted from policy-driven to market-driven, achieving over 50% market share in the domestic passenger car market [2] - The carbon neutrality strategy is expected to drive a transformation in the energy structure, with renewable energy potentially exceeding 60% by 2035 [2] - The integration of energy and technology is crucial, with a focus on five key new energy technology collaborations and breakthroughs in hydrogen, intelligence, and energy storage [2] Technological Advancements - Dongfeng Yipai Automotive Technology Company emphasized the need for plug-in hybrid vehicles to achieve a pure electric range of over 300 kilometers to meet urban and long-distance demands [3] - The Deep Blue Automotive's "Original Power" electric technology platform has achieved significant milestones, with over 1 million units sold from its first generation [3] - The focus on battery technology highlighted the importance of lithium iron phosphate batteries for their longevity, safety, and cost-effectiveness, with expectations for solid-state batteries to become mainstream by 2035 [4] Collaborative Efforts - A consensus was reached among 46 industry experts at the forum, opposing "involution" and advocating for technological innovation to ensure sustainable industry development [5][6] - Key collaborative efforts include enhancing automotive technology innovation capabilities, promoting demand-driven technology supply, and establishing a responsible technology communication environment [6]

Group 1 - The electric grid equipment sector experienced a slight pullback, with the only electric grid equipment ETF (159326) down by 1.28% as of 1:32 PM on November 11, despite active trading with a transaction volume of 266 million yuan [1] - The electric grid equipment ETF (562600) has seen continuous net inflows for 11 days, accumulating over 1.3 billion yuan, reaching a new high of 1.772 billion yuan [1] - The integration of source-grid-load-storage projects is accelerating, with the release of the white paper on "China's Action for Carbon Peak and Carbon Neutrality" on November 8, indicating a shift from concept validation to large-scale promotion [1] Group 2 - The electric grid equipment ETF (159326) tracks the CSI Electric Grid Equipment Theme Index, with a strong representation in the sectors of transmission and transformation equipment, grid automation equipment, cable components, and distribution equipment [2] - The high voltage transmission sector holds a significant weight of 64% in the ETF, the highest in the market, with leading companies like Guodian NARI, TBEA, and Sifang Electric among the top ten holdings [2]

Core Insights - The article emphasizes the need for effective utilization of renewable energy sources, particularly wind and solar power, which are characterized by intermittency and variability [1][2] - It highlights the importance of coordinated development of renewable energy and the establishment of a robust grid infrastructure to prevent issues like "curtailment" of wind and solar energy [1] - The article outlines China's ambitious goals for renewable energy, aiming for non-fossil energy consumption to reach over 30% of total energy consumption by 2035, with wind and solar capacity increasing to six times that of 2020 [2] Group 1 - Renewable energy's intermittent nature poses challenges for consistent utilization, necessitating improved grid infrastructure and energy management [1] - The article calls for scientific planning and optimization of renewable energy development to enhance management efficiency and prevent wastage [1] - Digital and intelligent technologies are suggested to make renewable energy sources more predictable and manageable [1] Group 2 - China's commitment to achieving a significant increase in renewable energy capacity reflects a broader trend towards large-scale and rapid development in the sector [2] - The establishment of a comprehensive clean energy supply system positions China well to meet its future renewable energy targets [2] - A holistic approach integrating generation, grid, load, and storage is essential for achieving the outlined renewable energy goals [2]

Core Insights - The white paper titled "China's Actions on Carbon Peak and Carbon Neutrality" emphasizes the integration of source, grid, load, and storage (源网荷储) as a core trend for future power systems, enhancing the capacity to utilize renewable energy effectively [1][2][3] Industry Developments - The integration of source, grid, load, and storage is recognized for its ability to address the volatility and uncertainty of renewable energy through collaborative interaction among power sources, transmission capabilities, demand response, and flexible storage [2] - A series of national and local policies have been introduced to promote the development of integrated source, grid, load, and storage systems, including the "Action Plan for Accelerating the Construction of a New Power System (2024-2027)" [2] - Several projects, such as the new generation friendly green power station in Ulanqab and the smart energy innovation demonstration project in Haikou, have been launched, showcasing the practical implementation of these policies [2] Company Strategies - A-share listed companies are actively investing in integrated source, grid, load, and storage projects, leveraging their financial, technological, and resource advantages to support the construction of new power systems [4] - Weisheng Information Technology Co., Ltd. is focusing on AI and IoT technologies to enhance predictive capabilities and operational efficiency in the power grid [4] - Ningbo Energy is exploring integrated solutions for distributed solar power, storage, and smart microgrids, aiming to transition regional energy supply towards a carbon-integrated model [4] - Beijing Shuangjie Electric Co., Ltd. has initiated a project to build 400,000 kW of wind power and associated storage, ensuring stable and clean power supply through collaborative operation of source, grid, load, and storage [5] Recommendations for Companies - Companies should focus on technological innovation to overcome barriers in the integration of source, grid, load, and storage, particularly in energy storage batteries and smart scheduling systems [6] - Developing market opportunities through coupling new energy with core business and creating demonstration projects at the park level can enhance revenue [6] - Integrating industry chain resources and forming specialized teams will facilitate green transformation and growth in efficiency while ensuring compliance [6]

Core Insights - The white paper "China's Actions on Carbon Peak and Carbon Neutrality" emphasizes the integration of source, grid, load, and storage (源网荷储) as a key trend for future power systems, enhancing the capacity to utilize renewable energy effectively [1][2] - The integration model is expected to provide stable support for large power grids and improve the consumption capacity of renewable energy, guiding the efficient development of renewable resources [1][2] Industry Developments - The integration of source, grid, load, and storage is recognized as a core support for China's new power system, transitioning from concept validation to large-scale promotion due to policy support and technological advancements [3] - National and local policies are being implemented to promote the development of integrated projects, including the "Action Plan for Accelerating the Construction of a New Power System (2024-2027)" [2] Project Implementation - Several projects have been launched, such as the Three Gorges Ulanqab New Generation Power Grid-Friendly Green Power Station and the Haikou Datang Coastal Integrated Smart Energy Innovation Demonstration Project [2] - Beijing Shuangjie Electric has initiated a project to build 400,000 kW of wind power and supporting storage, ensuring stable and clean power supply [5] Company Strategies - Companies are actively positioning themselves in the integrated projects, leveraging their strengths in technology and resources [4] - Weisheng Information Technology is focusing on AI and IoT technologies to enhance the integration of source, grid, load, and storage [4] - Ningbo Energy is exploring integrated solutions for distributed photovoltaic, storage, and smart microgrid systems, aiming for a low-carbon energy transition [4] Market Opportunities - Companies are encouraged to innovate in core technologies such as energy storage batteries and smart scheduling systems to overcome integration barriers [6] - The adoption of "self-consumption + surplus electricity grid connection" models is suggested to ensure profitability while promoting green transformation [6]