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储能5年增长近30倍!国家能源局最新发布
行家说储能· 2025-08-26 04:20
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), ...
专访中国能源研究会专家黄少中:政府应“软硬兼施”促进跨省跨区电力外送
Di Yi Cai Jing· 2025-08-24 09:11
黄少中介绍,《报告》编写过程中走访了甘肃、青海、江苏、广东等多个送受端省份的政府机构、交易 中心和电力企业,听取并吸纳了各方面的意见建议。黄少中认为,政府应当采取软硬兼施的手段促进跨 省跨区电力外送。"软"的是机制,为不同立场的主体间协调利益的问题构建基本原则,避免多方在长期 无效的沟通中造成资源闲置和浪费,促进交易利益公平共享;"硬"的是加强输电通道能力建设,以及与 之匹配的电源和电网建设,发挥政策的前瞻性和引领性。 电力外送的必要性有哪些 输电通道受限仍然是当前制约西北风光电力资源外送的一大显性问题。 近日,国家电网宣布宁夏—湖南±800千伏特高压直流输电工程投产送电。这是国内首条获批的以输 送"沙戈荒"风电光伏大基地新能源为主的特高压输电通道,也是国内今年投产送电的第三条特高压直流 输电工程。 尽管这延续了"十四五"以来特高压输电通道的高强度建设态势,但输电通道受限仍然是当前制约西北风 光电力资源外送的一大显性问题。不仅如此,已建成的输电通道利用率和新能源发电占比远低于预期 值,并且面临送受端价格机制难以协调一致的问题,这些正困扰着参与电力跨省跨区交易的众多从业者 和利益相关方。 打破东西部电力供给能力 ...
广信科技(920037):绝缘纤维材料“小巨人”迅速扩产抢占先机特高压国产替代可期
Investment Rating - The report initiates coverage with an "Accumulate" rating for the company [2][7]. Core Views - The company is recognized as a "small giant" in insulation fiber materials, rapidly expanding production to seize market opportunities, with significant potential for domestic substitution in ultra-high voltage applications [6][15]. - The company has a comprehensive product range covering all voltage levels, with non-adhesive materials reaching thicknesses of up to 30mm, which positions it favorably in the transformer market [6][15]. - The report forecasts robust revenue growth driven by increasing demand in both domestic and international markets, particularly in the context of ongoing power grid investments and the rise of renewable energy sources [6][55]. Financial Data and Profit Forecast - The company is projected to achieve total revenue of 578 million yuan in 2024, increasing to 1.428 billion yuan by 2027, with year-on-year growth rates of 37.5% and 24.5% respectively [6]. - The net profit attributable to shareholders is expected to grow from 116 million yuan in 2024 to 455 million yuan in 2027, reflecting a compound annual growth rate of 32.1% [6]. - The earnings per share are forecasted to rise from 1.70 yuan in 2024 to 4.98 yuan in 2027, indicating strong profitability [6]. Market Demand and Supply Dynamics - Domestic demand is expected to benefit from a recovery in ultra-high voltage transmission and ongoing upgrades in distribution networks, driven by increasing electricity consumption from emerging industries [6][55]. - Internationally, the company is poised to capitalize on strong global demand and tight supply conditions, with transformer exports projected to grow at an average annual rate of 19.7% from 2020 to 2024 [6][55]. - The report highlights that the company has achieved significant breakthroughs in domestic ultra-high voltage production, with increasing localization rates expected to enhance competitive positioning [6][55]. Product and Technology Advantages - The company’s unique selling propositions include a full voltage coverage strategy and the ability to produce ultra-thick, non-adhesive materials, which are critical for high-voltage applications [6][9]. - The company has established long-term partnerships with leading transformer manufacturers, securing a market share exceeding 30% in key product categories [6][15]. - The report emphasizes the high customer stickiness and business barriers in the industry, which are expected to widen the gap between the company and its competitors as it scales production [6][9]. Valuation and Investment Thesis - The company is expected to achieve net profits of 235 million yuan, 345 million yuan, and 455 million yuan for the years 2025 to 2027, with corresponding price-to-earnings ratios of 41, 28, and 21 times [6][7]. - The report suggests that the company’s valuation is attractive compared to peers, with an average price-to-earnings ratio of 30 times for comparable companies in 2026 [7].
广信科技(920037):绝缘纤维材料“小巨人”,迅速扩产抢占先机,特高压国产替代可期
Investment Rating - The report initiates coverage with an "Accumulate" rating for the company [2][7]. Core Views - The company is recognized as a "small giant" in insulation fiber materials, rapidly expanding production to seize market opportunities, with significant potential for domestic substitution in ultra-high voltage applications [6][7]. - The company has a comprehensive product range covering all voltage levels, with glue-free materials reaching thicknesses of up to 30mm, primarily used in transformers within the power system [18][19]. - The report forecasts substantial revenue growth driven by increasing demand in both domestic and international markets, with expected net profits of 235 million, 345 million, and 455 million yuan for 2025-2027, respectively [6][7]. Summary by Sections 1. Company Overview - The company specializes in insulation fiber materials and molded products, having developed ultra-high voltage insulation materials that break foreign monopolies since 2009 [18][19]. - It has established long-term partnerships with leading transformer manufacturers, ensuring a strong market position [18]. 2. Demand and Supply Dynamics - Domestic demand is expected to grow due to the recovery of ultra-high voltage transmission and high-level grid investments, alongside energy-saving renovations in distribution networks [6][7][61]. - Internationally, the company benefits from strong global demand and tight overseas supply, leading to a significant increase in transformer exports [6][7][19]. 3. Product Expansion and Competitive Advantage - The company is rapidly expanding its production capacity, with a focus on high-value-added molded products, which are expected to contribute significantly to revenue growth [6][7][8]. - Unique product features, such as full voltage coverage and ultra-thick glue-free materials, provide a competitive edge in the market [9][18]. 4. Financial Projections and Valuation - Revenue projections for 2025-2027 are set at 4.04 billion, 5.23 billion, and 6.22 billion yuan for insulation fiber materials, and 4.38 billion, 6.23 billion, and 8.04 billion yuan for molded products, respectively [7][8]. - The company is expected to maintain a strong gross margin, with forecasts of 39%, 40%, and 41% for insulation fiber materials from 2025 to 2027 [7][8]. 5. Market Trends and Catalysts - The report highlights that the company's performance is closely tied to the overall growth in power investment, with a lag of approximately six months to one year [46][63]. - Key catalysts for stock performance include ongoing rapid earnings growth, the announcement of major power and grid projects, and an increase in market share within the ultra-high voltage sector [10][66].
上半年国内风光新增装机超全年规划,新能源发电如何守住利用率“红线”
Di Yi Cai Jing· 2025-08-15 13:23
Core Insights - The article discusses the rapid growth of renewable energy capacity in China, particularly wind and solar power, under the "dual carbon" goals and the transition of renewable energy from supplementary to primary energy source [1][4] - It highlights the challenges of large-scale development and high-level consumption of renewable energy, emphasizing the need for effective management to ensure sustainability [4][5] Group 1: Current Status of Renewable Energy - As of June 2023, China's installed capacity of wind and solar power exceeded 1.6 billion kilowatts, accounting for approximately 45.8% of the total power generation capacity, surpassing the 40.4% share of thermal power [1] - In the first half of 2023, wind and solar power generated 1.1 trillion kilowatt-hours, representing over 23% of the total electricity consumption, indicating that for every four kilowatt-hours consumed, one was generated from wind and solar [1] - The new installed capacity of wind and solar power in the first half of 2023 exceeded 26 million kilowatts, surpassing the annual target of 20 million kilowatts set at the beginning of the year [1] Group 2: Future Projections - During the "15th Five-Year Plan," it is expected that the annual increase in wind and solar power capacity will exceed 20 million kilowatts, with projections indicating that by 2030, the share of wind and solar power in total installed capacity will exceed 50% [2] - The main sources of new wind and solar capacity will include large bases in the northern regions, distributed projects in the central and southern regions, integrated development in the southwest, and offshore wind projects [2] Group 3: Challenges and Solutions - The rapid increase in renewable energy capacity is expected to lead to heightened pressure on consumption and system adjustment costs, with a target for renewable energy utilization rates to remain above 90% from 2025 to 2027 [3] - The report indicates that the utilization rate of renewable energy is likely to decline steadily by 2030, with a concentration of wasted electricity expected in the northern regions and during specific seasons and times of day [4] - Recommendations for addressing these challenges include enhancing the coordination of energy supply, improving cross-regional power transmission capabilities, and developing new models for local consumption of green electricity [4][5]
建投能源: 河北建投能源投资股份有限公司向特定对象发行股票募集资金使用可行性分析报告
Zheng Quan Zhi Xing· 2025-08-15 12:16
Group 1 - The company plans to raise a total of up to 2 billion yuan through a private placement of shares, with a net amount intended for investment in specific projects [1][2] - The total investment for the Xibaipo Power Plant Phase IV project is estimated at 5.86268 billion yuan, with the raised funds accounting for 200 million yuan [2][3] - The project aims to construct two 660 MW ultra-supercritical coal-fired combined heat and power units, which will meet heating demands in Shijiazhuang and power supply needs in Hebei [1][3] Group 2 - The project has received necessary approvals from relevant authorities, including the Hebei Provincial Development and Reform Commission and the Hebei Provincial Ecological Environment Department [2][3] - The financial internal rate of return for the project is projected at 7.10%, with a payback period of approximately 11.83 years, indicating favorable economic benefits [2][3] Group 3 - The necessity of the project is underscored by the increasing pressure on the Hebei South Grid to balance power supply due to the high proportion of renewable energy sources [3][4] - The new power units will enhance the grid's peak-shaving capacity and reliability of power supply, addressing the growing heating demands in urban areas [3][4] Group 4 - The project aligns with national energy development strategies, contributing to the stability and security of energy supply while promoting the utilization of renewable energy [5][6] - The company has established a modern corporate governance structure and a robust internal control environment to manage the raised funds effectively [6][7] Group 5 - The issuance of new shares is expected to improve the company's financial structure, increasing total assets and net assets while reducing the debt-to-asset ratio [7][8] - Although short-term financial metrics may decline due to the time required for new projects to generate returns, long-term profitability and cash flow are anticipated to improve significantly [7][8]
新疆板块板块活跃!新疆百万千瓦风储项目建设提速,新能源、物流、农业等多产业链迎来发展良机
Sou Hu Cai Jing· 2025-08-09 08:12
Group 1 - Xinjiang sector shows active performance with two stocks hitting the daily limit up, including Xinjiang Jiaojian and Beixin Road and Bridge [1][2] - Xinjiang Jiaojian shares increased by 10.04% to 13.81, while Beixin Road and Bridge rose by 8.83% to 4.56 [2] - New energy projects in Xinjiang, such as the 1 million kilowatt wind-storage project in Tacheng, are progressing well, enhancing the development of related industries like wind power equipment and energy storage [2][3] Group 2 - Green Energy Huichong and Xinjiang Commercial Logistics Group have formed a strategic partnership to establish logistics and emergency drone fleet bases in key regions [2][3] - Fenjiu Group is building a barley seed base in Qitai County, Xinjiang, promoting local agricultural development and creating a collaborative effect in the seed cultivation and agricultural technology sectors [3] - Multiple companies, including Anhui Construction and Xinjiang Huojun, are setting up new entities in Xinjiang to expand their market presence [2]
工业硅、多晶硅日评:高位整理-20250808
Hong Yuan Qi Huo· 2025-08-08 01:33
Report Industry Investment Rating - Not provided Core Viewpoints of the Report - The silicon price has fallen and adjusted due to the cooling of sentiment and the hedging pressure above the disk, but the bullish sentiment keeps fluctuating. It is expected that the silicon price will consolidate at a high level in the short term, and operations need to be cautious. [1] - Since the end of June, driven by the supply - side reform expectation and spot price increase, the polysilicon futures price has continuously reached new highs since its listing. Recently, although the sentiment has faded, it still fluctuates, and the price maintains a high - level consolidation with large disk fluctuations. Operations need to be cautious. [1] Summary by Related Catalogs Industrial Silicon Price Information - The average price of non - oxygenated 553 (East China) remained flat at 9,100 yuan/ton, and the average price of 421 (East China) industrial silicon remained flat at 9,700 yuan/ton. The closing price of the futures main contract fell 0.52% to 8,655 yuan/ton. [1] Supply and Demand - On the supply side, as the silicon price continues to rise, some previously shut - down silicon plants in Xinjiang have resumed production. The southwest production area has entered the wet season, with lower power costs and a steady increase in enterprise operations. It is expected that some silicon furnaces will restart in August, and the supply will increase steadily. [1] - On the demand side, polysilicon enterprises maintain a production - cut situation, and some silicon material plants plan to resume production in July, which will bring some demand increments. An organic silicon manufacturer stopped production for rectification due to an accident, resulting in a temporary tightening of supply. With the support of the silicon price on the cost side, the organic silicon price has continued to rise. Silicon - aluminum alloy enterprises purchase on demand, and the downstream's willingness to stock up at low levels is insufficient. [1] Investment Strategy - Considering the cooling of sentiment and the hedging pressure above the disk, the silicon price has fallen and adjusted, but the bullish sentiment keeps fluctuating. It is expected that the silicon price will consolidate at a high level in the short term, and operations need to be cautious. Continuously monitor the resumption of production of silicon enterprises. [1] Polysilicon Price Information - The price of N - type dense material remained flat at 46 yuan/kg, N - type re - feed material remained flat at 47 yuan/kg, N - type mixed material remained flat at 45 yuan/kg, and N - type granular silicon remained flat at 44.5 yuan/kg. The closing price of the futures main contract fell 2.41% to 50,110 yuan/ton. [1] Supply and Demand - On the supply side, polysilicon enterprises maintain a production - cut situation, and some silicon material plants may have new production capacity put into operation. After offsetting the increase and decrease, the output is expected to increase slightly, and the output in July is expected to approach 110,000 tons. [1] - On the demand side, the photovoltaic market is generally weak, with rising inventories of silicon wafers and silicon materials. Recently, due to the expected increase in the polysilicon price, the downstream silicon wafer price has followed the increase, and the trading atmosphere has improved. However, the terminal market is still weak due to the large over - consumption of demand by the rush to install in the first half of the year. [1] Investment Strategy - Since the end of June, driven by the supply - side reform expectation and spot price increase, the polysilicon futures price has continuously reached new highs since its listing. Recently, although the sentiment has faded, it still fluctuates, and the price maintains a high - level consolidation with large disk fluctuations. Operations need to be cautious. Continuously monitor the evolution of macro - sentiment and the registration of warehouse receipts. [1] Other Information - On August 7, the total social inventory of industrial silicon in major regions was 547,000 tons, a week - on - week increase of 7,000 tons. Among them, the inventory in ordinary social warehouses was 118,000 tons, a week - on - week decrease of 1,000 tons, and the inventory in social delivery warehouses was 429,000 tons (including unregistered warehouse receipts and spot parts), a week - on - week increase of 8,000 tons. [1] - The Minister of Energy and Mineral Resources of Indonesia announced a plan to build solar power stations for "Kopdes Merah Putih" to cover rural and remote areas, aiming to achieve a solar installed capacity of up to 100 GW. [1] - The National New Energy Consumption Monitoring and Early - Warning Center released the new energy grid - connected consumption situation in June 2025. The new energy utilization rate is calculated considering only the power limitation due to system reasons. [1]
西北跨省调峰市场拓宽新疆新能源消纳路径
Zhong Guo Xin Wen Wang· 2025-08-05 15:45
中新网乌鲁木齐8月5日电 (苏常胜)在国网新疆电力有限公司推动下,一些火电机组近日首次与新疆新能 源完成西北区域省间调峰辅助服务交易,标志着新疆新能源消纳渠道进一步拓宽。 当前,随着新型电力系统建设深入推进,新疆区域新能源装机呈现爆发式增长,新疆电网新能源装机占 电源总装机近60%。但受新能源装机规模高速增长、用电负荷增速放缓、调节资源不足等因素影响,消 纳压力逐步加重,高渗透新能源出力的随机性、波动性、间歇性,迫切需要多元灵活资源响应调节。 为推动新能源高质量发展,国网新疆电力有限公司积极推动新疆内电源参与西北省间调峰辅助服务市 场,深挖西北区域省间调峰资源,尽最大可能促进新能源消纳。(完) (文章来源:中国新闻网) 据了解,通过西北省间调峰辅助服务日前、日内市场,平均每日可增加新能源消纳2000万千瓦时左右, 提升疆内新能源利用率5个百分点,相当于减少二氧化碳排放1.7万吨,为新疆能源电力向绿色化、低碳 化转型提供有力支撑。 ...
河北:绿电直连项目申报启动,优先支持三类项目
文 | 河北省发展和改革委员会 8月4日,河北省发展改革委下发《关于组织开展绿电直连项目申报工作的通知》,明确: 1、优先支持三类项目 1)优先支持算力、钢铁、水泥、化工、制氢、锂离子电池制造、生物医药等重点行业企业申 报。 2)优先支持已纳入风电、光伏项目储备库的项目申请开展绿电直连。 省发展改革委将组织第三方机构对实施方案及电源项目建设条件等进行复核,具备条件的下达实 施,列入风电、光伏年度开发建设方案,占用当地风电、光伏资源量, 不占用各市风电、光伏2025年度开发建设方案指导规模。 3、项目退出机制 绿电直连项目如出现负荷中断,应及时匹配新的存量负荷或新增负荷,负荷中断期间,并网型项 目上网电量比例不得超过20%。 如2年内无法匹配新的负荷,可由市级能源主管部门报请省发展改革委,由省级电网公司重新评 估电源项目电网接入和并网消纳条件,具备条件的可转为普通新能源项目,确保电源投资主体经 营稳定性。 4、项目并网时间要求 并网型项目为新增负荷的,电源与直连工程应与负荷同步投运; 3)鼓励尚未开展电网接入工程建设或因新能源消纳受限无法并网的新能源项目履行变更手续后 开展绿电直连。 涉及变更且已完成核准(备案 ...