Core Viewpoint - The article highlights the rapid development of China's unified electricity market system, showcasing significant growth in market transactions and the increasing role of renewable energy sources in the power supply [3][9]. Group 1: Market Growth and Structure - In 2024, the national market-based electricity trading volume exceeded 6.18 trillion kilowatt-hours, accounting for 62.7% of total electricity consumption [5][6]. - The total installed power generation capacity surpassed 3.349 billion kilowatts, with an addition of 429 million kilowatts, primarily driven by solar and wind energy, which contributed 83.4% of the new capacity [5][6]. - The total electricity generation reached 10.09 trillion kilowatt-hours, a year-on-year increase of 6.7%, with wind and solar resources contributing 58.1% of the new generation [5][6]. Group 2: Market Participants and Transactions - The number of market participants rose to 816,000, an increase of 8.9%, including 35,000 power generation companies and 777,000 electricity users [6][12]. - The trading volume of renewable energy reached 956.9 billion kilowatt-hours, representing 52.3% of total renewable generation [6][12]. - Cross-provincial and cross-regional trading saw a significant increase, with long-term trading volume growing by 19.8% to 1.39 trillion kilowatt-hours [6][7]. Group 3: Policy and Regulatory Developments - The inter-provincial electricity spot market officially launched after two years of trial operation, facilitating over 88 billion kilowatt-hours of transactions, with 44% from clean energy [10][11]. - New market mechanisms and regional collaboration have emerged, enhancing resource allocation and supporting renewable energy consumption [10][11]. - The regulatory framework is evolving, with updates to the Energy Law and the Electricity Market Supervision Measures, ensuring a robust market environment [12].

Core Viewpoint - The report highlights the rapid development of new energy storage in China, emphasizing its critical role in the new power system and its contribution to the "dual carbon" strategy [3]. Group 1: Policy and Development - Since the 14th Five-Year Plan, a comprehensive policy framework for new energy storage has been established, leading to steady industry growth. By the end of 2024, the installed capacity of new energy storage reached 73.76 million kilowatts (168 million kilowatt-hours), accounting for over 40% of the global total [4]. - The policy system for new energy storage continues to improve, with multiple policy documents issued to enhance the electricity market mechanism and guide scientific development [4]. Group 2: Application and Impact - The application effects of new energy storage are becoming increasingly evident, with the annual equivalent utilization hours exceeding 1,000 hours in provinces such as Zhejiang, Jiangsu, Chongqing, and Xinjiang in 2024, significantly aiding in the consumption of renewable energy [5]. - During peak summer periods, new energy storage has played a crucial role in ensuring electricity supply during peak demand times, functioning effectively as a "super battery" [5]. Group 3: Technological Innovation - Significant progress has been made in technological innovation, with the National Energy Administration announcing 56 pilot projects for new energy storage in 2024, covering over ten technology routes and showcasing a diversified development trend [5]. - 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 major technological equipment [5]. Group 4: Standardization - The standardization system for new energy storage continues to be strengthened, with over 20 electrochemical storage standards published and implemented in 2024, covering various aspects such as planning, grid connection, operation control, maintenance testing, and post-evaluation [5].

活动调研观摩的邓双电网侧储能电站，是四川省首批新型储能示范项目、成都电网首个电网侧储能电 站，承担迎峰度夏电力保供的重要使命。该项目采用20套变流升压一体机和40套磷酸铁锂电池预制舱， 总容量达20万千瓦时，可满足3万户家庭单日用电需求。项目仅用时3个月就实现快建快投，于5月完成 建设，顺利实现并网试运行。 更多新型储能项目加速落地。近期，成都高新发展股份有限公司、四川川投能源股份有限公司与京东方 能源科技股份有限公司签署战略合作协议，将重点开发新型储能及虚拟电厂项目，规划装机规模超过 200MW/400MWh，探索"技术+资本+场景"全链条合作模式。 活动现场还发布了《成都市新型储能+分布式光伏推广应用供需对接机会清单》，涵盖储能电池、电 芯、系统、综合能源解决方案以及"储能系统一揽子保险"等产品服务。20余家代表企业现场展开供需对 接，达成合作意向。"我们将锚定2027年建成新型储能装机总规模达到200万千瓦的目标，进一步强化规 划引领，优化项目布局，为项目建设运营提供全方位要素保障。"成都市经信局市新经济委相关负责人 表示。 7月29日，成都市2025年省级电网侧新型储能项目建设启动会暨储能推广应用供需 ...

今日导读 ·7月31日，国家发展改革委召开2025年上半年发展改革形势通报会。会议强调，要因地制宜培育壮大新 质生产力，推动"人工智能+"行动走深走实，推进低空经济高质量发展，激发数字经济创新活力；纵深 推进全国统一大市场建设，破除"内卷式"竞争，深入推进招标投标制度改革，规范地方招商引资行为， 推动要素顺畅流通，促进民营经济健康发展、高质量发展。 ·7月31日，国家医疗保障局办公室印发《基本医保基金即时结算经办规程（试行）》。其中指出，充分 考虑定点医药机构需求和现状，依申请将符合条件的定点医药机构纳入即时结算范围，实行动态管理。 参保人在符合条件的定点医药机构联网结算且应由基本医保基金支付的医药费用，均可纳入即时结算范 围，具体由各地根据实际合理确定。各地可按照先省内再省外的原则探索将异地就医费用纳入即时结算 范围，做好与现有异地就医结算流程的有效融合。 ·据国家发展改革委微信公众号，国家发展改革委解读当前经济形势和经济工作发布会将于8月1日10:00 召开。 ·7月31日，国家能源局能源节约和科技装备司副司长表示，总体来看，"十四五"以来，我国新型储能发 展政策的"四梁八柱"初步构建，新型储能产业稳步发 ...

Investment Opportunities - The investment conference in Meishan resulted in 36 signed projects, with 31 being investment attraction projects totaling 47.69 billion yuan [1] - Among the signed projects, 10 investment attraction projects accounted for 19.06 billion yuan, showcasing Meishan's investment appeal [1] - The projects included over 28 exceeding 500 million yuan, with 6 projects over 2 billion yuan, indicating a strong industrial growth momentum [1] Industrial Development - Meishan has attracted 39 Fortune Global 500 companies, ranking second in Sichuan province, and is recognized as a demonstration city for open development [2] - The city aims to establish a modern industrial system with core competitiveness, focusing on the new energy and new materials sector, including lithium batteries, crystalline silicon photovoltaics, and high-end fine chemicals [2] - The lithium battery industry in Meishan has established a complete supply chain, with leading companies like Zhongke Innovation and American Yabao [2] Infrastructure and Support - Meishan offers comprehensive support for enterprises, including 7 provincial industrial parks and over 1.3 million square meters of standardized factory buildings [4] - The city has invested significantly in power grid construction, ensuring robust electricity supply, and has established a rapid response mechanism for enterprise needs [4] - A total of 1.14 billion yuan has been allocated in subsidies to support quality projects, reflecting strong policy backing [4] Project Pipeline - The newly released investment opportunity list includes 129 projects with a total investment of 161.5 billion yuan, covering various sectors such as new energy, electronic information, and equipment manufacturing [5] - Specific projects include 36 in the new energy sector with an investment of 63.53 billion yuan and 14 in electronic information with an investment of 14.42 billion yuan [5] Collaboration with Shenzhen - Meishan and Shenzhen have established deep collaboration in industrial sectors, focusing on resource allocation and technology transfer [6] - The partnership leverages Shenzhen's strengths in technology and Meishan's advantages in manufacturing, particularly in the new energy and electronic information sectors [6] - The collaboration is characterized by a shift of labor-intensive production processes to Meishan, enhancing local industrial output [7]

7月29日，成都市2025年省级电网侧新型储能项目建设启动会暨储能推广应用供需对接活动在成都市新 津区举办。活动现场发布《成都市新型储能+分布式光伏推广应用供需对接机会清单》（以下简称《机 会清单》），涵盖储能电池、电芯、系统、综合能源解决方案以及"储能系统一揽子保险"等产品服务， 20余家代表企业现场设展，开展供需对接，有效聚合链接技术、资本、场景资源，为供需双方交流合作 搭建了高效务实的对接平台。 努曼陀罗商业战略咨询创始人霍虹屹对《证券日报》记者表示："成都此次举办的储能推广应用供需对 接活动，是一次典型的政府在新兴赛道中主动作为的体现。当前，新型储能正处于由政策驱动向市场驱 动过渡的关键阶段，而供需两侧往往信息不对称、节奏不匹配，此时政府搭平台、聚资源、引导合作， 正好打通产业链上下游的'毛细血管'。" 近年来，成都通过统筹规划布局，落实政策措施，促进供需协同，有力推动新型储能技术产品落地转 化。截至6月末，成都全市已投运新型储能项目装机规模超42万千瓦，在建储能项目装机规模22.8万千 瓦，19个项目被纳入省级电网侧新型储能项目清单。 江瀚表示，四川拥有丰富的水电资源，这为储能技术的应用提供了得天独 ...

回顾2024年我国新型储能发展情况，边广琦认为主要有以下几方面特点： 国家能源局7月31日发布的《中国新型储能发展报告（2025）》显示，截至2024年底，我国已建成投运 新型储能7376万千瓦／1.68亿千瓦时，装机规模占全球总装机比例超过40%。 这份报告由国家能源局能源节约和科技装备司、电力规划设计总院共同编著。 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。国家能源局能源节约和科技装备司副司长边广琦当日在国家能源局新闻发布 会上表示，编制这份报告，旨在加强新型储能行业发展引导，服务我国"双碳"目标。 据边广琦介绍，报告从政策体系、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；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；并系统梳理了2021至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。 "总体来看，'十四五'以来，我国新型储能发展政策的'四梁八柱'初步构建，新型储能产业稳步发 展。"边广琦说，我 ...

Core Viewpoint - The rapid development of new energy storage in China is significantly enhancing the integration of renewable energy and improving the stability of the power system, with a notable increase in installed capacity and supportive policies [1][2]. Group 1: Development and Capacity - 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 total installed capacity [1]. - The policy framework for new energy storage has been continuously improved, with multiple policy documents issued to guide scientific development and enhance the electricity market mechanism [1]. Group 2: Application and Impact - The application effects of new energy storage are becoming increasingly evident, with average equivalent utilization hours exceeding 1,000 hours in provinces such as Zhejiang, Jiangsu, Chongqing, and Xinjiang in 2024, playing a crucial role in the consumption of renewable energy [2]. - During peak summer periods, new energy storage has effectively acted as a "super battery," contributing significantly to power supply during peak demand [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 many 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 standards for electrochemical energy storage were published and implemented, covering various aspects such as planning, grid connection, operation control, maintenance testing, and post-evaluation, further enhancing the standardization of new energy storage in China [2].

Core Viewpoint - The Sichuan Mianyang Port Flag Energy Storage Project, China's first large-scale hybrid energy storage station in the southwest region, has commenced operation, showcasing innovative energy storage technology and addressing local grid challenges [1][3]. Group 1: Project Overview - The Mianyang Port Flag Energy Storage Project is located in Shima Town, Mianyang, Sichuan, and is divided into two phases, with the first phase featuring 100 MW/200 MWh of electrochemical storage and 15 MW/0.525 MWh of flywheel storage [3]. - This project is recognized as one of the first new energy storage demonstration projects in Sichuan Province and is a key construction project for 2025 [3]. Group 2: Technological Innovation - The project employs a hybrid energy storage technology combining electrochemical and flywheel systems, creating a dual assurance system of "millisecond response + hour-level support" [3]. - This innovative approach effectively alleviates the issues of insufficient capacity at the 500 kV substation and the singularity of power sources at 220 kV and below, enhancing the flexibility and reliability of the regional power grid [3]. Group 3: Impact on the Power Grid - The operation of the project will reduce the transmission power through the Mianyang load center in the western Sichuan region, thereby decreasing grid operation losses and improving voltage stability in the area [3].

Core Insights - Chengdu has launched a new energy storage project aimed at enhancing the provincial power grid by establishing a comprehensive supply chain for new energy storage [2] - The project includes a detailed supply list of 26 key enterprises in the new energy storage industry, covering technologies, products, and services [2] - The first independent energy storage project in Chengdu, a 100MW/200MWh electrochemical storage power station, has been successfully constructed and is operational [2] Industry Developments - The 100MW/200MWh energy storage station can store 200,000 kWh of electricity, theoretically meeting the peak demand of 50,000 households for 2 hours [2] - This project is expected to significantly improve grid regulation capabilities and enhance the consumption of renewable energy [2] - The project serves as a benchmark for the large-scale and commercial development of energy storage in the province [2] Project Achievements - The first phase of the project took only 3 months from construction to grid connection, marking it as the first operational commercial user-side energy storage project in the province [4] - The project utilizes a "two charge, two discharge" operation model and an intelligent energy management system, achieving an average daily flexible dispatch of 20,000 kWh [4] - It is projected that the annual charging and discharging volume will reach between 5.5 million to 6 million kWh, saving nearly 1 million yuan in electricity costs for enterprises each year [4] Business Collaborations - The event facilitated the signing of 6 user-side energy storage projects in Chengdu, involving 8 enterprises on both supply and demand sides, with a total investment of 150 million yuan [4] - Notably, the New Jin District has successfully fostered collaborations between supply-side enterprises and user-side companies, enhancing the efficiency of the energy storage supply chain [4]