国务院新闻办公室今日上午10时举行"高质量完成'十四五'规划"系列主题新闻发布会，请国家发展改革委党组成员、国家能源局局长王宏志等介 绍"十四五"时期能源高质量发展成就，并答记者问。 我国7月用电量首次突破1万亿千瓦时，相当于日本全年用电量总和 国家能源局局长王宏志表示， 我国7月份单月用电量首次突破1万亿千瓦时大关，相当于日本全年用电量总和。 王宏志介绍，刚刚过去的"七下八上"，全国经历了大范围高温、暴雨洪涝和台风等极端自然天气，同时我国经济持续回升向好，对能源保供 提出更高要求。 7月，我国单月用电量首次突破1万亿千瓦时大关，相当于日本全年用电量总和。现在迎峰度夏基本结束，我国电力供应平稳有序，全国范围 内没有发生大面积停电事故，可以说，能源保障"顶住了峰、兜住了底"。总体来看，我国能源供应保障能力与韧性已经达到较高水平。 五年来深化实施农村电网巩固提升工程 累计安排中央预算内投资250亿元 五年来，国家能源局深化实施农村电网巩固提升工程，累计安排中央预算内投资250亿元，带动农网完成投资超过8000亿元。进一步提升 油气管网互联互通水平和管道运输效率，为民生用气筑牢坚实保障。积极推进分布式新能源惠民开发 ...

行家说储能 今日（8月26日），国务院新闻办公室举行"高质量完成'十四五'规划"系列主题新闻发布会。 国家能源局有关负责人表示，"十四五"是能源科技创新取得更 大突破的五年。 ▋ 我国新型储能规模跃居世界第一 国家能源局新能源和可再生能源司司长李创军介绍，"十四五"以来，我国市场交易电量从"十三五"的10.7万亿千瓦时增长到23.8万亿千瓦时，翻了一倍还 多，占全社会用电量的比例，从2020年的40%，提升到 连续四年稳定在60%以上 ，大致相当于我们用的每3度电里面就有2度是直接通过市场交易方式形成 的。 市场经营主体也像雨后春笋般涌现。在发电侧，从煤电、新能源发电，到气电、核电、水电，都积极入市；在用户侧，全部工商业用户进入市场，独立储能 等新主体新模式新业态蓬勃发展，多元主体有序参与的市场格局基本形成 。 ▋ 大力推动能源领域首台（套）重大技术装备应用 国家能源局相关负责人介绍：加快"产学研用"创新平台建设，大力推动能源领域首台（套）重大技术装备应用，持续完善容错免责等配套机制，让实验室里 的"样机"真正转化为市场化"产品"，已经认证四批次一共是 236项首台(套)项目 ，其中有些不仅是中国首台(套)， ...

文 | 国家能源局 近期，国家能源局重磅发布《中国新型储能发展报告（ 2025）》，报告研究了国际新型储能发 展形势，全面梳理了2024年我国新型储能发展情况，展望了2025年新型储能行业发展趋势，并 总结了2021—2024年中国新型储能发展大事记。作为支撑新型电力系统的核心技术，新型储能 已成为能源革命与"双碳"战略目标实现的重要支点。报告从顶层设计、发展瓶颈与战略布局等方 面提出相关工作部署，为"十五五"时期新型储能产业提质增速奠定坚实基础。 一、顶层设计与产业实践双向赋能：规模化发展格局全面形成 （一）政策体系全面构建，体制机制创新释放发展新动能 国家层面将新型储能写入《中华人民共和国能源法》，明确其在电力系统调节中的法律定位， 2024年《政府工作报告》首次将"发展新型储能"列为重点任务。国家能源局等部门出台《加快 构建新型电力系统行动方案》《电力系统调节能力优化专项行动实施方案》等政策，从并网调 度、市场机制、技术攻关等维度 形成"规划—标准—市场"的政策闭环 。地方层面，山东、广东 等17个省份装机规模突破百万千瓦，通过容量补偿、现货市场等机制创新， 构建了"省级统筹— 地市落地—项目示范"的实 ...

证券研究报告 | 2025年08月24日 公用环保 202508 第 4 期 优于大市 7 月全社会用电量同比+8.6%，1-7 月新增电力装机 32505 万千瓦 市场回顾：本周沪深 300 指数上涨 4.18%，公用事业指数上涨 1.89%，环 保指数上涨 1.33%，周相对收益率分别为-2.29%和-2.85%。申万 31 个一 级行业分类板块中，公用事业及环保涨幅处于第 23 和第 27 名。电力板 块子板块中，火电上涨 3.38%；水电上涨 1.05%，新能源发电上涨 1.91%； 水务板块上涨 1.32%；燃气板块下跌 0.30%。 重要事件：2025 年 7 月份全社会用电量同比增长 8.6%。国家能源局发布 数据，7 月份全社会用电量 10226 亿千瓦时，同比增长 8.6%。从分产业 用电看，第一产业用电量 170 亿千瓦时，同比增长 20.2%；第二产业用 电量 5936 亿千瓦时，同比增长 4.7%；第三产业用电量 2081 亿千瓦时， 同比增长 10.7%；城乡居民生活用电量 2039 亿千瓦时，同比增长 18.0%。 国家能源局发布 2025 年 1-7 月全国电力工业统计数据，截至 ...

Core Viewpoint - New energy storage is a key technology supporting the construction of a new energy system and a new power system, significantly promoting the implementation of the "dual carbon" strategy and driving domestic demand, industrial innovation, and talent cultivation [2] Group 1: Achievements in New Energy Storage Development - Since the "14th Five-Year Plan," China's new energy storage installed capacity has increased from approximately 3 million kilowatts at the end of the "13th Five-Year Plan" to 73.76 million kilowatts by the end of 2024, marking a transition from the initial commercialization phase to a stage of scaled development [3] - The National Energy Administration has actively improved the policy framework for new energy storage, issuing key documents that guide the development direction and establish specialized policies for project management, scheduling, pilot demonstrations, market mechanisms, and industrial development [4] - Significant technological advancements have been made, with lithium-ion battery storage technology reaching world-leading levels, and various storage technologies such as compressed air, flow batteries, and flywheel storage moving towards commercial application [5] - The utilization hours of new energy storage have approached 1,000 hours in 2024, an increase of approximately 300 hours compared to 2023, demonstrating its critical role in power supply during peak summer periods [6] - The management level of the new energy storage industry has improved, with the establishment of a collaborative management system and a national big data platform for the industry, contributing to the healthy and orderly development of the sector [7] Group 2: Challenges Facing the Industry - The establishment of a price mechanism for new energy storage needs to be accelerated, as the current market does not fully reflect the value of storage resources, necessitating the development of a capacity compensation mechanism to ensure reasonable returns [10] - The development layout of the new energy storage industry requires scientific guidance, as the long industrial chain and high investment enthusiasm from social capital necessitate rational planning and coordination among upstream and downstream sectors [11] - Continuous strengthening of multi-technology innovation is essential to maintain competitiveness in the face of increasing international competition and emerging innovative technologies in the new energy storage field [12] Group 3: Strategies for Future Development - Strengthening development planning is crucial, with the need to compile the "15th Five-Year Plan" implementation plan for new energy storage to ensure integration with various energy sectors [14] - Emphasizing technology innovation as a core element for cultivating new productive forces, with increased support for R&D and application of new energy storage technologies [15] - Improving market mechanisms is necessary to enhance the connection between long-term and spot markets, expand auxiliary service market trading varieties, and establish a capacity compensation mechanism suitable for new energy storage [16] - Encouraging application scenarios to drive the development of new energy storage technologies, including optimizing configurations in renewable energy bases and exploring new models and fields for storage applications [17]

Core Viewpoint - The article emphasizes the strategic significance of new energy storage in supporting the construction of a new power system and achieving "dual carbon" goals, highlighting the efforts of the State Grid Corporation in driving high-quality development in this sector [2][7]. Group 1: Achievements in New Energy Storage Development - The State Grid Corporation has significantly enhanced new energy storage technology innovation and mechanism construction, achieving substantial growth in both scale and quality [3]. - By the end of 2024, the cumulative installed capacity of new energy storage projects in China reached 73.76 million kilowatts, a growth of over 130% compared to the end of 2023 [4]. - As of June 2025, the installed capacity in the State Grid's operating area reached 76.24 million kilowatts, with an annual increase of 17.48 million kilowatts, representing a year-on-year growth of 100.34% [4]. Group 2: Technological Advancements and Standards - The State Grid Corporation has led the establishment of a technology innovation hub, promoting diverse technological advancements and standardization in new energy storage [5]. - Various technologies such as lithium-ion batteries, sodium-ion batteries, and vanadium flow batteries have been successfully integrated and demonstrated, contributing to a competitive development landscape [5]. Group 3: Market Mechanism Improvements - The State Grid Corporation has pioneered the establishment of market mechanisms for new energy storage, facilitating value release across 22 provinces [6]. - In 2024, the trading volume of new energy storage reached 7.12 billion kilowatt-hours, a year-on-year increase of 2.7 times [6]. Group 4: Future Directions for New Energy Storage - The article outlines the need for new energy storage to evolve into a core system regulation component, clarifying its functional positioning within the new energy system [8][9]. - There is an urgent need to focus on breakthroughs in long-duration energy storage technologies, as current applications are predominantly lithium-ion batteries, which account for 96.4% of installed capacity [10]. - The establishment of a multi-layered unified electricity market system is essential to enhance the market mechanisms for new energy storage, ensuring reasonable returns and cost distribution [11]. Group 5: Key Initiatives for High-Quality Development - The State Grid Corporation aims to strengthen top-level design and optimize resource allocation to support the national "14th Five-Year Plan" for new energy storage [13]. - Focused efforts on core technology breakthroughs and the promotion of innovative storage technologies are crucial for upgrading the industry [14]. - The corporation is committed to providing technical support for the national unified electricity market, enhancing the profitability of new energy storage [15].

行家说储能 近日，智光电气、科陆电子分别发布公告。其中，智光电气孙公司拿下 1.86亿高压级联构网型储能系统 订 单，科陆电子则在20日投资者活动关系记录表中 透露，先后中标超550MWh储能系统采购项目。 ▋ 智光电气：孙公司签1.86亿储能系统采购合同 8月21日，智光电气公告称，孙公司内蒙古智光储能科技有限公司与内蒙古创源科右新能源有限公司签订 1.86亿元 的《买卖合同》，创源科右向内蒙古智光 采购高压级联构网型储能系统。 智光电气表示，若该合同顺利履行，预计将对公司本年度以及未来年度的财务状况以及经营业绩产生积极影响。 算上此前11日，智光电气控股子公司广州智光储能科技有限公司与广东鹏馨储能科技有限公司签订价值2.04亿元的储能系统设备销售合同。智光电气10天内 连拿2单，合同总价值为 3.9亿元 。 据了解，7月25日智光电气还发布第三代级联型高压大容量储能系统ZGEner-Plus 3.0，该系统单机容量达100MW/200MWh：可节省20%占地面积，搭载 587Ah大容量电芯。采用直挂35kV电网，转换效率≥92%，可最大化提升电站运营收益，工程简化设计使安装调试周期缩短25%。 另据智光电 ...

今年上半年，我国新型储能市场持续火热，装机规模快速增长，达到9491万千瓦/2.22亿千瓦时。与此 同时，新型储能在资本市场表现活跃，相关上市公司业绩有望实现增长，行业盈利韧性初步显现。 受访专家表示，一方面，在政策鼓励和市场需求的"双轮"驱动下，我国新型储能技术创新和产业发展不 断取得突破，应用场景进一步拓展，推动新型储能行业维持较高增速；另一方面，随着产业成熟与需求 多元化，新型储能行业已从"规模扩张"加速走向"价值深耕"，促进新型储能行业高质量发展。 产业规模保持高速增长 国家能源局发布的《中国新型储能发展报告（2025）》显示，今年上半年，我国新型储能装机规模达到 9491万千瓦/2.22亿千瓦时，较2024年年底增长约29%。截至2024年年底，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%。 政策驱动是新型储能产业高速增长的重要原因。今年以来，我国新型储能政策体系持续完善，陆续出台 《新型储能制造业高质量发展行动方案》《关于深化新能源上网电价市场化改革 促进新能源高质量发 展的通知》等多项政策规定，健全电力市场机制，引导新型储能行业科学发展。 "新型储 ...

"136号文"取消强制配储后，新能源与储能如何协同发展？储能价值如何重构？第十届储能西 部论坛上，来自政府、电网、科研院所及产业链企业的500余位代表就此展开了深度探讨。" 大咖云集 政产学研各界领军人物汇聚 中国能源研究会理事长 史玉波 （线上），国家能源局科技装备司能效与储能处处长 徐 梓铭 ，中国科学院院士、清华大学教授 欧阳明高 ，中国科学院工程热物理研究所所 长、中国能源研究会储能专委会主任委员、中关村储能产业技术联盟理事长 陈海生 ， 内蒙古电力（集团）有限责任公司副总经理 王立新 ，南网储能公司董事长、党委书记 刘国刚 ，内蒙古北宸智库研究中心理事长 蔡常青 ，内蒙古大青山实验室有限公司董事 长 曹斌 ，内蒙古储能产业促进会理事长 郑丽娜 ； 以及中国能源研究会储能专委会专家：南方电网公司储能与新能源大科研团队荣誉主任 委员 郑耀东 ，国网电力调度控制中心原副总工程师 裴哲义 ，中国电力科学研究院资 深专家 来小康 ，内蒙古电力（集团）原副总工程师、国务院特殊津贴专家 岳建华 ； 同时联盟副理事长：中关村储能产业技术联盟常务副理事长 俞振华 ，厦门科华数能科 技有限公司总裁 崔剑 ，华能清洁能源 ...

Core Viewpoint - The new energy storage industry in China has experienced significant growth, with the cumulative installed capacity surpassing 100GW for the first time by mid-2025, reflecting a year-on-year increase of 110% and a 32-fold increase compared to the end of the 13th Five-Year Plan period [11][12][22]. Group 1: New Energy Storage Project Scale - As of mid-2025, China's cumulative installed capacity of new energy storage reached 101.3GW, with a year-on-year growth of 110% [11]. - The total installed capacity of electric power storage in China reached 164.3GW, showing a year-on-year increase of 59% [12]. - The market share of pumped storage has dropped below 40% for the first time, while lithium-ion batteries have seen exponential growth, indicating a shift towards diversification in technology routes [12][22]. Group 2: New Energy Storage Bidding Market - The bidding market for new energy storage has shown remarkable growth, particularly in the storage system bidding scale, which increased by 264% year-on-year to reach 86.2GWh [34]. - The collective procurement and framework procurement bidding scale surged by 618%, accounting for a significant portion of the total bidding market [34][44]. - The number of new energy storage projects added in the first half of 2025 was 2,797, with a total capacity of 193.5GW [16]. Group 3: New Energy Storage Industry Development - The application structure has shifted from user-side storage (35%) to independent storage (55%), with a notable decline in frequency regulation and user-side applications [13]. - The number of newly operational new energy storage projects increased by 55% year-on-year, with significant growth in projects over 100MW, which rose by 75% [17]. - The first gigawatt-level all-vanadium flow battery storage project has been put into operation, marking a breakthrough in non-lithium storage technology [23]. Group 4: New Energy Storage Policies and Returns - In the first half of 2025, the number of newly released policies remained high, with a focus on power market policies and an increase in management regulations, reflecting a heightened emphasis on safety [85]. - The introduction of the 136 document by the National Development and Reform Commission aims to promote market-driven development of new energy storage, impacting the revenue of independent storage significantly [87][88]. - The policy environment is being shaped to foster a sustainable pricing mechanism and encourage technological and industrial upgrades in the storage sector [91][92]. Group 5: New Energy Storage Market Outlook - The market for new energy storage is expected to continue its rapid growth, with projections indicating that the cumulative installed capacity could exceed 200GW by 2030 [108]. - The industry is anticipated to shift towards high-quality development driven by market demands, with a focus on innovative business models and applications in zero-carbon parks and green electricity connections [91][92]. - The competitive landscape is evolving, with a growing emphasis on the value of storage capacity and collaboration with other regulatory resources [92].