新华社北京4月21日电 题：打破准入壁垒，民营企业加速布局能源领域 新华社记者戴小河、韩佳诺 能源是国民经济的命脉。2025年一季度，在"双碳"目标和能源安全新战略引领下，我国能源保供扎 实有力，产业结构持续优化。记者调研发现，国家能源行业转型升级浪潮下，越来越多民营企业 逐"绿"而行，在加速布局能源领域中开辟发展新空间。 阳春三月，湖北大冶。特变电工集团自主研发的±800千伏特高压换流变压器在大冶换流站完成安 装，支撑"西电东送"战略实施。 千里之外，黄海之滨。我国首台"碳中和"海上大兆瓦风机——搭载全球首个整机自研自制全集成传 动链的远景能源海上大兆瓦风电机组在江苏正式下线。 一路向北，内蒙古草原上，爱德曼氢能的电网侧储能项目已经破土动工…… 今年以来，从特高压骨干网架建设到新能源装备制造，更多民营企业深度参与新型能源体系建设， 在电力传输、清洁发电、灵活调峰等关键领域持续发力。 "持续推进基础设施竞争性领域向各类经营主体公平开放"——今年2月举行的民营企业座谈会进一 步释放出打破市场准入壁垒、促进民营经济发展的积极信号。 国家能源局新闻发言人张星表示，今年，我国将加大力度，支持有能力的民营企业以多种形式 ...

Investment Rating - The industry maintains a rating of "Outperform" compared to the market [1][2][31] Core Insights - The solid-state battery industry is progressing, with mass production expected by 2027, benefiting companies involved in battery, materials, and equipment [1] - The photovoltaic sector is experiencing a supply-side reform, with price increases stabilizing as the market approaches a critical threshold for end-user acceptance [1] - The wind power sector is expected to see steady demand growth in 2025, driven by domestic and overseas project developments [1] - The electric power equipment sector is benefiting from ongoing reforms and high demand for ultra-high voltage and main grid construction [1] - The hydrogen energy sector is being propelled by policy support, with applications in green hydrogen and chemical industries expected to expand [1] Summary by Sections New Energy Vehicles - National retail sales of new energy passenger vehicles reached 622,000 units from March 1-23, a year-on-year increase of 30% and a month-on-month increase of 40% [2][21] - Changan Automobile plans to launch a prototype equipped with solid-state batteries this year, with mass production expected in 2027 [21] Photovoltaics - Trina Solar's new bifacial component achieved a peak power of 808W, certified by TÜV [21] - The price of silicon materials remains stable, with mainstream manufacturers' prices around 40-42 RMB per kg [14][20] Wind Power - Domestic and overseas demand for wind power components is expected to remain strong, with ongoing project tenders and construction [1] Electric Power Equipment - Continuous promotion of power system reforms is expected to accelerate ultra-high voltage and main grid construction, maintaining high demand for related equipment [1] Hydrogen Energy - Policies are driving the industrialization of hydrogen energy, with a focus on cost-effective and technologically advanced electrolyzer manufacturers [1][21]