面对新政策，企业应做好哪些准备？刘志强认为，推动新能源高水平消纳和调控，将增强各类企业发展 新能源的信心和底气。在建设统一电力市场背景下，在中长期、现货、容量、辅助服务、绿证、碳市场 等多市场协同下，企业应结合自身特点做好应对市场变化的差异化策略。 "就地消纳是'十五五'新能源发展的重中之重。"中国电力企业联合会规划发展部主任助理兼新能源处处 长刘志强认为，上述举措落地将对新能源消纳提供有力支撑：一是通过绿电直连、零碳园区等模式，在 本地或区域内实现新能源发电与用电的有效匹配和平衡，可提升新能源整体利用效率、降低其对系统的 压力；二是通过本地就近消纳，尽量减少新能源外送规模，可降低远距离输电带来的系统安全风险并节 约投资成本；三是引导新能源产业从规模发展向更高效益、更高质量发展转变。 不同于传统电源，新能源发电具有随机性、间歇性、波动性，以及零边际成本、高系统成本特点，将为 市场设计带来诸多挑战。《指导意见》聚焦提升电力市场对新能源发电特性的适应性，提出进一步完善 市场体系的重点任务。 国家电投经济技术研究院总经理李鹏认为，通过不断完善适应新能源的市场体系、交易机制和价格机 制，逐步改善新能源企业"增发不增收 ...

国家电投经济技术研究院总经理李鹏认为，通过不断完善适应新能源的市场体系、交易机制和价格机 制，逐步改善新能源企业"增发不增收""增收不增利"的困境，有利于保障新能源企业在市场环境下，与 其他企业同台竞争并获得合理市场收益。 面对新政策，企业应做好哪些准备？刘志强认为，推动新能源高水平消纳和调控，将增强各类企业发展 新能源的信心和底气。在建设统一电力市场背景下，在中长期、现货、容量、辅助服务、绿证、碳市场 等多市场协同下，企业应结合自身特点做好应对市场变化的差异化策略。 （文章来源：经济日报） 国家发展改革委、国家能源局近期印发的《关于促进新能源消纳和调控的指导意见》（以下简称《指导 意见》）提出，到2030年，协同高效的多层次新能源消纳调控体系基本建立，新增用电量需求主要由新 增新能源发电满足。随着新能源消纳调控体系进一步完善，新能源将进入高质量发展新阶段。 在9月份举行的联合国气候变化峰会上，我国宣布新一轮国家自主贡献，提出2035年风电和太阳能发电 总装机容量达到2020年的6倍以上、力争达到36亿千瓦。我国能源转型将进一步加速，对更大规模新能 源消纳调控提出新挑战。 对此，《指导意见》首次以分类引导方式 ...

Core Viewpoint - The strategic partnership between Haibosichuang and CATL aims to secure a supply of 200GWh of battery cells over the next three years, reflecting strong demand in the energy storage market and boosting investor confidence in both companies [1][3]. Group 1: Partnership Details - Haibosichuang has signed a ten-year strategic cooperation agreement with CATL, committing to a minimum procurement of 200GWh of battery cells from 2026 to 2028 [1]. - This partnership is expected to enhance Haibosichuang's market position, as it aims to address the current tight supply of battery cells in the energy storage sector [5][6]. Group 2: Market Response - Following the announcement, CATL's stock surged by over 9%, closing at 415.60 RMB per share, with a market capitalization reaching 1.9 trillion RMB, while Haibosichuang hit a new high with a closing price of 378.16 RMB per share and a market cap of 681 billion RMB [3]. - The news also triggered a rally in the energy storage and lithium battery supply chain stocks, indicating a positive market sentiment [3][8]. Group 3: Industry Context - The energy storage market is experiencing high demand, with Haibosichuang's cumulative installations exceeding 40GWh as of September 2023, positioning it as the fifth-largest global player in terms of shipments [5][8]. - The partnership with CATL is seen as a strategic move to target high-margin markets, as CATL's battery cells are favored in overseas high-end markets [6]. Group 4: Future Growth Drivers - Haibosichuang anticipates growth driven by three main factors: the long-term growth trend of domestic energy storage, rapid expansion in overseas markets, and the emergence of new application scenarios [8]. - The Chinese energy storage market is projected to exceed 107GW in cumulative installations by September 2025, indicating significant growth potential for Haibosichuang's future shipments [8][12]. Group 5: Policy Environment - Recent government policies have been implemented to promote the high-quality development of renewable energy, which is expected to further enhance the energy storage market's growth prospects [10][11]. - The establishment of a multi-layered energy consumption regulation system is anticipated to benefit energy storage and peak-shaving resources, creating diverse business models for storage companies [12].

21世纪经济报道记者费心懿 储能玩家强强联手，锁定未来三年200GWh电芯供给，引爆资本市场。 11月12日，海博思创（688441.SZ）公告自愿披露与宁德时代（300750.SZ；3750.HK）签署十年战略合 作协议，双方签署协议约定应于每年度末就未来三年的合作目标进行滚动式更新。其中，第一个三年， 即2026年1月1日至2028年12月31日，约定海博思创累计向宁德时代采购不低于200GWh电芯产品。 该消息迅速在A股市场得到响应。 11月13日，宁德时代A股最高涨幅超9%，全天报收415.60元/股，涨幅7.56%，最新市值达1.90万亿元， 一天涨超千亿元。海博思创20CM涨停股价再创新高，报收378.16元/股，市值681亿元。同时，该消息 还带动储能、锂电产业链普涨。 眼下，因储能市场需求火热，多家集成厂商反映电池需求紧俏，"一芯难求"的背景下，而海博思创此举 意在对市场喊出未来三年不低于200GWh的出货目标，将未来业绩预期拉满。 作为储能系统解决方案的头部企业，海博思创在今年9月宣布，全球累计装机已超过40GWh。根据 Infolink Consulting，2025年上半年全球储能系统出 ...

到2030年新增用电量需求主要由新增新能源发电满足 近日，国家发展改革委、国家能源局印发《关于促进新能源消纳和调控的指导意见》提出，到2030年， 协同高效的多层次新能源消纳调控体系基本建立，新增用电量需求主要由新增新能源发电满足。新型电 力系统适配能力显著增强，系统调节能力大幅提升，满足全国每年新增2亿千瓦以上新能源合理消纳需 求。到2035年，适配高比例新能源的新型电力系统基本建成，新能源消纳调控体系进一步完善。 这些年，我国新能源规模高速增长、占比快速提升，截至今年8月底，风电、光伏发电装机规模突破 16.9亿千瓦，达到2020年的3倍以上，贡献了2020年以来约80%的新增电力装机。但与此同时，消纳压 力持续增加。 指导意见从分类引导新能源开发与消纳、大力推动新能源消纳新模式新业态创新发展、增强新型电力系 统对新能源适配能力、完善促进新能源消纳的全国统一电力市场体系、强化新能源消纳技术创新支撑等 方面，提出一系列举措。（丁怡婷） 责任编辑：江蓬新 ...

Core Viewpoint - The article emphasizes the establishment of a multi-level renewable energy consumption and regulation system by 2030, with new electricity demand primarily met by newly added renewable energy generation [3]. Group 1: Policy and Guidelines - The National Development and Reform Commission and the National Energy Administration have issued guidelines to promote renewable energy consumption and regulation [3]. - By 2030, a collaborative and efficient multi-level renewable energy consumption regulation system is expected to be fundamentally established, enhancing the adaptability of the new power system [3]. - The new power system is projected to significantly improve its regulation capacity to meet the annual renewable energy consumption demand of over 200 million kilowatts [3]. Group 2: Current Status and Growth - As of August this year, the installed capacity of wind and solar power has exceeded 1.69 billion kilowatts, more than three times that of 2020, contributing approximately 80% of the new power installations since 2020 [3]. - Despite the rapid growth in renewable energy scale and proportion, the pressure for consumption continues to increase [3]. Group 3: Proposed Measures - The guidelines propose several measures, including categorizing and guiding renewable energy development and consumption, promoting innovative new models and business formats for renewable energy consumption, and enhancing the adaptability of the new power system to renewable energy [3]. - The establishment of a unified national electricity market system to facilitate renewable energy consumption is also highlighted [3]. - Strengthening technological innovation support for renewable energy consumption is emphasized as a critical component of the proposed measures [3].

人民日报北京11月10日电 近日，国家发展改革委、国家能源局印发《关于促进新能源消纳和调控的指 导意见》提出，到2030年，协同高效的多层次新能源消纳调控体系基本建立，新增用电量需求主要由新 增新能源发电满足。新型电力系统适配能力显著增强，系统调节能力大幅提升，满足全国每年新增2亿 千瓦以上新能源合理消纳需求。到2035年，适配高比例新能源的新型电力系统基本建成，新能源消纳调 控体系进一步完善。 指导意见从分类引导新能源开发与消纳、大力推动新能源消纳新模式新业态创新发展、增强新型电力系 统对新能源适配能力、完善促进新能源消纳的全国统一电力市场体系、强化新能源消纳技术创新支撑等 方面，提出一系列举措。（记者丁怡婷） 这些年，我国新能源规模高速增长、占比快速提升，截至今年8月底，风电、光伏发电装机规模突破 16.9亿千瓦，达到2020年的3倍以上，贡献了2020年以来约80%的新增电力装机。但与此同时，消纳压 力持续增加。 ...

本报北京11月10日电 （记者丁怡婷）近日，国家发展改革委、国家能源局印发《关于促进新能源消纳 和调控的指导意见》提出，到2030年，协同高效的多层次新能源消纳调控体系基本建立，新增用电量需 求主要由新增新能源发电满足。新型电力系统适配能力显著增强，系统调节能力大幅提升，满足全国每 年新增2亿千瓦以上新能源合理消纳需求。到2035年，适配高比例新能源的新型电力系统基本建成，新 能源消纳调控体系进一步完善。 这些年，我国新能源规模高速增长、占比快速提升，截至今年8月底，风电、光伏发电装机规模突破 16.9亿千瓦，达到2020年的3倍以上，贡献了2020年以来约80%的新增电力装机。但与此同时，消纳压 力持续增加。 指导意见从分类引导新能源开发与消纳、大力推动新能源消纳新模式新业态创新发展、增强新型电力系 统对新能源适配能力、完善促进新能源消纳的全国统一电力市场体系、强化新能源消纳技术创新支撑等 方面，提出一系列举措。 （文章来源：人民日报） ...

Government Policies - The State Council of China has issued measures to promote private investment in sectors such as railways, nuclear power, and water supply, allowing private capital to hold more than 10% in eligible projects [2] - The National Development and Reform Commission (NDRC) and the National Energy Administration aim to establish a multi-level renewable energy consumption and regulation system by 2030, ensuring that new electricity demand is primarily met by renewable energy sources [2] Market Developments - The Market Regulation Administration has conditionally approved the establishment of a joint venture between Chilean National Copper Corporation and Chilean Chemical Mining Company, focusing on lithium carbonate supply, which is crucial for lithium batteries and electric vehicles [3] - Domestic gasoline and diesel prices in China have been raised by 125 yuan and 120 yuan per ton respectively, effective from November 10, due to fluctuations in international oil prices [3] Industry Performance - In October, wholesale sales of new energy passenger vehicles reached 1.621 million units, a year-on-year increase of 18.5%, with a cumulative total of 12.058 million units sold from January to October, reflecting a growth of 29.9% [4] - Inner Mongolia's renewable energy installed capacity has exceeded 150 million kilowatts, with wind power growing by 23% and solar power by 66% year-on-year [4] Regulatory Changes - Liaoning Province has proposed regulations for distributed photovoltaic power generation, limiting the proportion of electricity sold to the grid to no more than 50% for projects exceeding this threshold over two years [5] International News - Russia is awaiting clarification from the U.S. regarding statements about resuming nuclear tests, emphasizing the need for strategic balance [6] - Reports of unidentified drones over a nuclear power plant in Belgium have been made, but they are not expected to impact operations [6] Corporate Innovations - China Petroleum and Chemical Corporation has successfully applied its pipe materials in the nuclear power sector, breaking the import monopoly and marking a significant achievement in domestic material usage [7]

Group 1 - The Ministry of Education has issued a notice to reduce the non-educational workload of primary and secondary school teachers, prohibiting various non-educational activities and limiting the number of social exams each school can undertake to no more than five per year [1] - The notice also states that teachers should not be required to perform duties during holidays or when students are not present, and after-school services should align with local working hours [1] Group 2 - The Ministry of Commerce, along with four other departments, has adjusted the management directories for the export of controlled chemicals, adding the United States, Mexico, and Canada to the list, along with 13 specific chemicals [2] - Exporting these chemicals to the specified countries will now require a permit, while exports to other countries will not [2] Group 3 - The National Market Supervision Administration has approved seven national standards in the leather industry, focusing on raw material quality and physical performance testing methods [3] - These standards aim to enhance product quality assessment and ensure consistency in testing environments for color fastness [3] Group 4 - The Ministry of Commerce announced a one-year suspension of countermeasures against five U.S. subsidiaries of Hanwha Ocean, following the U.S. decision to pause its investigation into China's maritime and logistics sectors [4] - This decision is effective from November 10, 2025 [4] Group 5 - The Ministry of Transport has also announced a one-year suspension of special port fees for U.S. vessels, aligning with the suspension of the U.S. investigation measures [5] - This suspension is effective from November 10, 2025 [5] Group 6 - The China Meteorological Administration has initiated a Level 3 emergency response due to Typhoon "Phoenix," which is expected to strengthen and make landfall in Taiwan [7] - The typhoon is predicted to bring severe weather conditions, including strong winds and heavy rainfall to southeastern coastal areas [7] Group 7 - The National Health Commission has reported a significant rise in flu activity across the country, indicating the onset of the flu season, with southern regions experiencing higher levels than northern regions [8] - The flu virus is expected to be a major pathogen for respiratory infections this winter and spring [8] Group 8 - The Ministry of Industry and Information Technology has revised the implementation measures for the sales licensing of civil explosives, which will take effect on January 1, 2026 [9] - The revisions aim to enhance regulatory frameworks, licensing procedures, and supervision measures [9] Group 9 - The State-owned Assets Supervision and Administration Commission reported that central enterprises completed fixed asset investments exceeding 3 trillion yuan in the first three quarters, with a growth rate of over 3% [10] - Investments in emerging industries accounted for approximately 40% of the total [10] Group 10 - The National Development and Reform Commission emphasized the need for state-owned enterprises, especially central enterprises, to actively open up their main business areas to foster innovation and collaboration with private enterprises [11] - The commission's guidelines aim to enhance the allocation of scene resources and promote participation from various market entities [11] Group 11 - The National Development and Reform Commission and the National Energy Administration have released guidelines to establish a multi-level renewable energy consumption and regulation system by 2030 [12] - The goal is to ensure that new electricity demand is primarily met by renewable energy sources, supporting carbon peak targets [12][13]