2025世界储能大会在宁德开幕。 在2025世界储能大会现场，工业和信息化部装备工业发展中心发布《新型储能技术发展路线图（2025—2035年）》，路线图规划的发展目标为：2027年，新 型储能产业步入规模化发展初期，全国新型储能装机超过1.8亿千瓦；2030年，新型储能产业全面市场化发展，全国新型储能装机超过2.4亿千瓦；2035年， 全国新型储能装机超过3亿千瓦。路线图还就电化学储能、电磁储能、机械储能、储热蓄冷、氢储能五项新型储能技术作出发展展望。 据悉，在本届大会筹办期间，宁德市新对接产业项目22个，计划总投资367亿元。在2025世界储能大会开幕式上，共有18个项目签约，计划总投资245.8亿 元，项目涵盖新型电池、新型储能系统、新材料、零碳园区等方向。 2027年全国新型储能装机规模1.8亿千瓦以上 政策面上，9月12日，国家发展改革委、国家能源局印发《新型储能规模化建设专项行动方案（2025—2027年）》（以下简称《行动方案》），主要涉及总 体目标、应用场景、利用水平、创新融合、标准体系、市场机制等方面。 《行动方案》指出，2027年，全国新型储能装机规模达到1.8亿千瓦以上，带动项目直接投资 ...

A股今日（9月17日）强势拉升，创业板指大涨近2%突破3100点；港股走势强劲，恒生指数涨近2%，恒 生科技指数大涨超4%，均创阶段新高。 具体来看，A股三大股指盘中震荡上扬，深证成指涨超1%，创业板指涨近2%突破3100点，创逾3年半新 高。截至收盘，沪指涨0.37%报3876.34点，深证成指涨1.16%报13215.46点，创业板指涨1.95%报3147.35 点，科创50指数涨0.91%，沪深北三市合计成交24032亿元，较此前一日增加359亿元。 今日，科技、能源股表现亮眼。半导体、芯片概念整体强势，利扬芯片、峰岹科技等20%涨停；中芯国 际涨约7%，盘中一度大涨10%最高至120.8元/股，创历史新高。光刻机概念活跃，波长光电（301421） 20%涨停，奥普光电（002338）、永新光学（603297）等均涨停；储能概念拉升，利和兴（301013） 20%涨停，宁德时代（300750）涨近7%，盘中一度大涨8%，续创历史新高。影视股集体下挫，幸福蓝 海（300528）、中国电影（600977）大幅跳水。 港股方面，截至发稿，商汤、百度集团大涨超15%，蔚来涨超10%，中芯国际、阿里巴巴等涨超5% ...

Investment Rating - The industry investment rating is "Positive" (maintained) [3] Core Viewpoints - In June 2025, the national electricity consumption increased by 5.4% year-on-year, with a notable decline in new energy installations due to the impact of policy 136 [4][6] - The cumulative installed power generation capacity reached 3.65 billion kilowatts, a year-on-year increase of 18.7%, with solar power capacity growing by 54.2% and wind power by 22.7% [7][23] - The report emphasizes the potential for continued high growth in the domestic energy storage sector, supported by new provincial capacity pricing policies [9][35] Summary by Sections Electricity Consumption - In June 2025, the total electricity consumption increased by 5.4% year-on-year, with the first, second, and third industries and urban-rural residents showing respective growth rates of 4.9%, 3.2%, 9.0%, and 10.8% [4][13] - The cumulative electricity consumption from January to June 2025 grew by 3.7% year-on-year, with the first, second, and third industries and urban-rural residents growing by 8.7%, 2.4%, 7.1%, and 4.9% respectively [4][5] Installed Capacity - As of June 2025, the cumulative installed capacity reached 3.65 billion kilowatts, with solar power at 1.1 billion kilowatts (up 54.2%) and wind power at 570 million kilowatts (up 22.7%) [7][23] - In the first half of 2025, the total new installed capacity was 293 GW, a year-on-year increase of 92.0%, with solar power contributing 212 GW (up 107.1%) and wind power 51 GW (up 98.9%) [7][23] New Energy Installations - The report notes a significant drop in new solar installations in June 2025, with only 16 GW added, compared to 23 GW in June 2024 and 92 GW in May 2025 [8][26] - Wind power installations in June 2025 were 5 GW, consistent with previous years but down from 26 GW in May 2025, indicating a need for improved operational strategies among power operators [29][33] Energy Storage - New provincial policies in Gansu and Liaoning are expected to support energy storage through capacity pricing, with Gansu setting a standard of 330 yuan per kilowatt per year for two years [9][35] - The report anticipates continued high growth in the energy storage sector, benefiting related equipment manufacturers such as Haibo Sichuang and Sunshine Power [9][35]

中信证券：辽宁拟推出储能容量电价 看好后续其他省份政策催化 智通财经7月25日电，中信证券研报认为，本次辽宁省征求意见稿提出储能容量电价是对甘肃省国内首 个容量电价机制的延续。随着电力市场改革持续推进，储能容量电价机制将在各省份陆续确立，甚至有 望推出国家层面储能容量电价。在容量电价下，储能项目收益确定性将大幅增强，带动国内大储需求继 续保持高速增长。我们认为储能行业有望实现竞争格局优化，重点推荐储能产业链电芯、PCS、系统集 成等环节的头部厂商。 ...