文 | 第一财经 近期，第一财经《低碳的交响》栏目独家对话中关村储能产业技术联盟理事长、中国科学院工程热物理研究所所长陈海生，就我国新型储能爆发 式增长背后的产业变革、技术路线更迭、商业模式探索与未来市场化路径等关键议题进行了深入探讨。虽然采访于今年下半年进行，但所讨论的 产业趋势、挑战与机遇仍具现实指向性与战略参考价值，尤其在我国新型储能装机规模已稳居全球首位、行业正处于从规模发展向高质量市场化 发展转型的关键阶段。 国家能源局发布数据显示，截至今年上半年，我国新型储能装机规模约9500万千瓦，5年增长了将近30倍，占全球总装机比重超过40%，规模跃居世界第 一。这不仅有力促进了新能源的开发消纳，更是相当于给新型电力系统配上了"巨型充电宝"。尤其今夏多地出现持续高温带动用电负荷快速增长的背景 下，新型储能发挥了顶峰保供作用。下一个五年，新型储能还将有哪些发展机会？如何有力促进它的发展？ 《低碳的交响》对话中关村储能产业技术联盟理事长、中国科学院工程热物理研究所所长陈海生。 五年来，储能市场发生哪些巨变？ 第一财经：在新能源发展过程中，储能是关键的一环。储能的技术路线结构也在发生显著的变化。锂离子电池在202 ...

新型储能产业如何把握电力市场改革与数智化机遇？行家说储能正联合 中车株洲所、弘正储能、海辰储能、为恒智能、融和元储 等头部企业， 编撰 《2025电力市场与数智化储能调研报告》，该报告将于1月8日行家说储能峰会上发布。欢迎更多企业参与，共抓产业风口。 据行家说储能获悉，年底又有多个储能产能类项目迎来最新进展。 ▋ 韩国 SK On ：在韩国建设磷酸铁锂电池工厂 韩国电池厂商SK On将在韩国建设磷酸铁锂电池工厂，用于生产储能系统，目标是价值135亿美元的政府项目。这家后来者进入磷酸铁锂电池市场的企业正 在加紧提升其国内产能，以期在 20 万亿韩元（135 亿美元）的公共采购活动中从本土竞争对手手中夺回市场份额。 值得一提的是，在产能端， SK On预计首先将在北美实现磷酸铁锂电池的生产，目前 SK On在北美已规划部署6个基地，计划总产能超180GWh。近日，其 位于佐治亚州康姆斯的独立工厂，已实现首次全面投产，12条电池产线处于满负荷运转状态。 本次签约项目将建设软包锂电池生产线及配套系统集成工厂，同步配置分布式光伏发电系统、电化学储能设施、绿色交通物流体系等配套设施，打造集智能 制造、技术研发、能源管理和 ...

Group 1 - The first direct current "building charging treasure" in Guizhou has successfully started operation, marking a significant breakthrough in low-carbon park construction in China [2] - TSMC is expected to accelerate global factory expansion with 10 new or expanded wafer fabs next year, with capital expenditure projected to reach $50 billion [2] - China's first 26-meter intelligent active wave compensation bridge has been delivered, contributing to the innovation and development of marine engineering equipment technology [2] - Dongfeng's first Mach power 2.0T engine for low-altitude flight scenarios has been delivered, with a 90% parts commonality with its vehicle engine [2] - Apple is set to surpass Samsung and reclaim the title of the world's largest smartphone manufacturer, driven by the successful launch of the new iPhone series [2][3] Group 2 - The global smartphone market is expected to expand by 3.3% in 2025, with Apple projected to capture a 19.4% market share, marking its first time at the top since 2011 [3]

Group 1: New Energy Development - The National Energy Administration issued guidelines to promote integrated development in the new energy sector, aiming for significant improvements in reliability and market competitiveness by 2030 [1] - Emphasis on centralized site selection for large-scale renewable energy projects, including solar and wind, to enhance efficiency [1] - Promotion of building-integrated photovoltaics and collaboration with emerging industries like new materials and high-end equipment manufacturing to create a new industrial ecosystem [1] Group 2: NAND Flash Memory Market - Major NAND flash memory manufacturers, including Samsung and SK Hynix, are planning to collectively reduce supply and increase prices by 20% to 30% after a year of stagnant prices [2] - This price increase is expected to positively impact the storage sector, which has been under pressure due to low pricing [2] Group 3: Foreign Investment in Chinese Stocks - Foreign institutional investors increased their holdings in Chinese stocks, with the top 40 global investment institutions reaching a 1.1% stake, the highest level since Q1 2023 [3] - This trend indicates growing confidence in the Chinese market, despite previous skepticism regarding foreign investment [3] Group 4: Key Projects in New Industries - The State Administration for Market Regulation and the Ministry of Industry and Information Technology announced the first batch of ten key measurement projects to support the development of new productive forces in various high-tech industries [4] - Focus areas include information technology, artificial intelligence, aerospace, and renewable energy, addressing significant measurement challenges [4] Group 5: Flying Car Production - The first electric vertical takeoff and landing flying car factory with a production capacity of 10,000 units has begun trial production in Guangzhou, marking a significant step in the low-altitude economy [5] - The factory's production line can produce one flying vehicle every 30 minutes, indicating potential for large-scale manufacturing in the future [5] Group 6: Agricultural Bank Market Milestone - Agricultural Bank's market capitalization surpassed 3 trillion yuan, making it the first bank in A-shares to enter the "3 trillion club" [6] - This milestone reflects the dominance of banking stocks in the A-share market, raising questions about the balance of investment in technology versus traditional sectors [6] Group 7: Performance of Industry Sectors - From October 28 to November 12, 21 out of 31 major industry sectors saw positive performance, with basic chemicals, oil and petrochemicals, and power equipment leading the gains [7] - In contrast, technology-focused indices like the STAR 50 and ChiNext Index experienced declines of approximately 7.1% and 3.5%, respectively [7] Group 8: Express Delivery Industry Growth - During the "Double 11" shopping festival, express delivery volume reached a record high of 13.938 billion packages, with a daily average of 634 million packages, representing a 17.8% increase over regular business volume [8] - The express delivery industry is expected to see multiple rounds of price increases due to rising costs and regulatory support against excessive competition [8] Group 9: Company Announcements - Positive announcements include Baijiu Shen Zhou reporting a net profit of 1.139 billion yuan for the first three quarters [9] - Negative announcements include Shanong Chip's shareholder reducing holdings, which may impact stock performance [9]

Core Insights - The article highlights the innovative use of centralized cooling systems in Qingdao, specifically the Zhongtian Hengda Building, which utilizes magnetic levitation cooling technology to maintain a comfortable environment without traditional air conditioning units [2][3] - Qingdao has implemented various renewable energy technologies across 19 locations, achieving significant energy savings and carbon reduction [2][7] Group 1: Centralized Cooling Technology - The Zhongtian Hengda Building is the first existing building in China to implement a "light-storage direct-flexible" project, achieving a reduction in grid dependency by over 50% during peak summer periods [2][3] - The building's rooftop is equipped with photovoltaic panels that generate 157,000 kWh annually, covering 40% of its cooling electricity needs, and the system has improved overall energy efficiency by 14% [3] - The project has been recognized as an excellent case by the United Nations Development Programme and has been adopted in 12 other parks across the country [3][7] Group 2: Diverse Applications of Cooling Technology - Various projects in Qingdao utilize different technologies tailored to specific environments, such as seawater source heat pumps at the Olympic Sailing Center and a combined ground and air source heat pump system at China University of Petroleum [5][6] - The Qingdao Municipal Hospital has upgraded its cooling system to high-efficiency centrifugal chillers, resulting in a carbon reduction of 218 tons annually [6] Group 3: Benefits of Centralized Cooling - Centralized cooling systems demonstrate significant land resource savings, with a 50% reduction in land use compared to traditional systems that require individual cooling units [7] - The total annual electricity savings from centralized cooling in Qingdao exceeds 8 million kWh, with a carbon reduction of 1,500 tons [7] - The average energy savings for commercial buildings is 35%, while residential areas achieve a 41.8% reduction [7] Group 4: Challenges and Future Prospects - While centralized cooling is increasingly adopted in new residential areas, retrofitting existing buildings poses challenges, including high costs and the need for unanimous consent from building owners [7][8] - The article emphasizes the need for supportive policies to facilitate the expansion of centralized cooling systems in older urban areas [7][8]

Core Insights - The article highlights the innovative use of centralized cooling systems in Qingdao, showcasing various technologies such as seawater source heat pumps, ground source heat pumps, and magnetic levitation cooling systems to achieve energy efficiency and carbon reduction [1][4][8] Group 1: Centralized Cooling Technologies - The Zhongtian Hengda Building in Qingdao utilizes a magnetic levitation cooling system, achieving a comfortable environment without traditional air conditioning units, demonstrating a significant upgrade in energy efficiency [2][3] - The seawater source heat pump system at the Olympic Sailing Center provides cooling for 17,600 square meters, with an energy efficiency ratio of 4.5, which is 1.5 times that of traditional air conditioning [4][5] - The China University of Petroleum (East China) employs a combined ground and air source heat pump system, reducing operational costs by 25% and achieving a carbon reduction of over 80 tons annually [5][6] Group 2: Environmental Impact and Efficiency - Qingdao's centralized cooling systems collectively save over 8 million kWh of electricity annually and reduce carbon emissions by 1,500 tons, with commercial buildings averaging a 35% energy savings [7][8] - The Zhongtian Hengda Building's project has been recognized by the United Nations Development Programme as an exemplary case, achieving a carbon reduction equivalent to planting 7,400 trees [3][8] - The implementation of these systems not only provides cooling but also contributes to the dual goals of energy efficiency and carbon neutrality, aligning with national policies promoting sustainable energy solutions [8]

Core Viewpoint - Hainan Tianeng Power Company has successfully completed the filing for two photovoltaic projects at airports, marking a significant step in the integration of renewable energy in Hainan's transportation infrastructure [2][3] Group 1: Project Details - The Qionghai Boao International Airport project features a 5.18MW solar energy storage and direct current integration system, making it the first of its kind in Hainan and the second nationwide [2] - The project will utilize approximately 31,100 square meters of idle space at the airport, including rooftops and parking lots, and is expected to generate an annual electricity output of 6.49 million kilowatt-hours [2] - The Sanya Phoenix Airport project will implement a 667kW photovoltaic power station using BIPV technology on 2,823 square meters of idle rooftop space, with an estimated annual electricity generation of 843,200 kilowatt-hours [3] Group 2: Strategic Implications - These projects align with Hainan's green low-carbon development strategy and the national "dual carbon" goals, showcasing Tianeng Power's commitment to sustainable energy solutions [2] - The implementation of these energy systems is expected to significantly reduce energy procurement costs and carbon emissions for both airports, enhancing the overall efficiency and safety of their energy supply [3]

Group 1 - The article highlights the transformation of Duan Village in Shanxi Province through modernization and green initiatives, showcasing a successful model of rural revitalization [1][2][4] - The State Grid Shanxi Electric Power Company invested over 16.42 million yuan to upgrade the village's power infrastructure, including a 1.2 MW rooftop solar power system and energy storage solutions, achieving 100% green energy usage [2][3] - The village has seen significant improvements in living standards, with residents utilizing modern appliances and engaging in e-commerce through live streaming, leading to increased income [2][4] Group 2 - Collaboration with Shanxi Agricultural University has led to the establishment of a standardized sheep breeding demonstration base, utilizing old cave dwellings and integrating solar power for sustainable farming practices [3] - The village has implemented comprehensive sanitation improvements, including the construction of public toilets and a sewage treatment system, achieving a 100% household sanitation rate [4] - Infrastructure enhancements include the installation of a rural road traffic management system, public amenities, and the introduction of 5G network coverage, contributing to the overall development of the village [4]

Core Insights - The village of Duan in Shanxi Province has successfully implemented a "source-network-load-storage" microgrid system, achieving 100% green electricity usage and generating over 600,000 yuan annually for the village collective [1] - The State Grid Shanxi Electric Power Company invested over 16.42 million yuan to upgrade the village's power infrastructure, including a 1.2 MW rooftop solar power system and a flexible direct current microgrid [3] - The village has partnered with Shanxi Agricultural University to develop a standardized livestock breeding demonstration base, utilizing old cave dwellings for sheep farming and integrating solar power for energy efficiency [5] Investment and Infrastructure Development - The investment of 16.42 million yuan by the State Grid Shanxi Electric Power Company has enhanced the village's electrical supply, enabling the use of modern appliances and supporting local businesses [3] - The construction of a standardized breeding base and modern vegetable greenhouses has been supported by an additional investment of 7.6 million yuan and 5 million yuan, respectively, promoting sustainable agricultural practices [5] Social and Environmental Improvements - The village has implemented a "toilet revolution," converting traditional toilets to water toilets, achieving a 100% coverage rate for household sanitary toilets, and improving overall sanitation [8] - Infrastructure improvements include the installation of a sewage treatment network, public facilities, and enhanced road conditions, contributing to a significant uplift in the village's living environment [8]