Group 1: Desert Tourism Development - The western regions of China are increasingly exploring new paths for desert tourism, transforming natural potential into economic potential, with ecological civilization taking root in deserts [5] - The Shahu Ecological Tourism Area in Ningxia is one of the first 5A-level scenic spots in China, showcasing a unique landscape that harmonizes desert and water elements [3][4] - The Shahu scenic area has invested over 100 million yuan to develop new tourism formats, attracting nearly 60,000 visitors in a single day after the opening of its night market [4] Group 2: Agricultural and Livestock Development - The Gobi Desert's dry climate is advantageous for livestock farming, as demonstrated by Ningxia Xiaoming Agricultural and Animal Husbandry Co., which has invested nearly 1.5 billion yuan in chicken farming in the region [6] - The Gobi's characteristics have also made it suitable for dairy farming, sheep breeding, and the cultivation of high-quality wine grapes, with the Helan Mountain area becoming a major wine production region [7] Group 3: Renewable Energy Integration - The "Agricultural-Photovoltaic Integration" project by Ningxia Baofeng Group has transformed previously barren land into productive areas, increasing vegetation coverage from less than 30% to 85% [9] - The project generates 1.7 billion kWh of green electricity annually, significantly reducing carbon emissions while providing economic support [9] - Major renewable energy projects, such as the Tianshan North Slope wind and solar base, are being developed to enhance energy output and contribute to national energy supply [10]

文 | 中关村储能产业技术联盟 日前， 经国务院同意，国家林草局、国家发展改革委、国家能源局联合印发 《三北沙漠戈壁荒漠地区 光伏治沙规划（2025—2030年）》，根据规划，到2030年， 三北地区将新增光伏装机253GW ，同 步治理沙化土地1010万亩。 " 三北沙戈荒"地区是太阳能、风能资源富足的地区，也是风光大基地建设的重中之重。 "沙戈荒"建设提速，储能成消纳关键支撑 2025年3月5日发 布的《政府工作报告》明确提出，要加快"沙戈荒"大型风光基地建设。2021年以 来，国家发展改革委和国家能源局已相继印发三批大型风光大基地建设项目清单。根据最新的 "沙戈 荒"大型风光基地规划布局方案，到2030年， 以沙漠、戈壁、荒漠地区为重点的大型风光基地总装机 容量达到455GW。 对于超大体量的风光大基地来说，消纳一直是其建设面临的重要考验之一，调节资源方面，除了与火电 配合调峰外， 新型储能成为促消纳关键支撑。 储能核心作用体现在两方面： 配置储能可提升通道新能源利用率以及高峰时段顶峰能力。 目前沙戈荒大基地送出配套电源风、光同 时大发时段新能源出力将超过直流输送功率，通过配置储能可有效平滑新能源功率波 ...

文 | 中国华电 截至6月13日 ，由 中国华电、华润集团 开发建设的新疆天山北麓戈壁能源基地首批2台100万千瓦煤 电机组，顺利通过168小时满负荷试运行，标志着 我国首个"沙戈荒"新能源外送基地首批机组投产发 电 。 新疆天山北麓戈壁能源基地地处哈密三塘湖戈壁腹地，是我国"十四五"重点建设的 疆电外送特高压第 三通道——"疆电入渝"工程的配套电源项目 。该基地通过" 风光火热储一体化 "模式，实现新能源高 比例外送，对于优化电力资源配置、推动区域协调发展意义重大。 为什么要建设"沙戈荒"大基地？ "十四五"以来，国家多次提出加快推进沙漠、戈壁、荒漠地区大型风电光伏基地建设。与一般的风光 大基地不同，"沙戈荒"风光大基地不仅提高新能源供给能力，还能降低建设成本、修复生态环境、更 好地带动地方经济发展。 到2030年，我国规划建设以"沙戈荒"地区为重点的大型风电光伏基地总装 机达到4.55亿千瓦。 在新疆建设，是发挥能源资源优势的又一"破题点"。 新疆能源资源十分丰富，是国家确定的"三基地一通道"和全国能源资源战略保障基地，是"西电东 送"的重要送端。而哈密不仅是国家确定的千万千瓦级风电基地、百万千瓦级光伏发 ...

6月13日，由中国华电、华润集团开发建设的新疆天山北麓戈壁大型风电光伏基地首批2台 100万千瓦煤电机组，顺利通过168小时满负荷试运行，标志着我国首个"沙戈荒"新能源外送 基地首批机组投产发电。 新疆天山北麓戈壁大型风电光伏基地地处哈密三塘湖戈壁腹地，是我国"十四五"重点建设的 疆电外送特高压第三通道——"疆电入渝"工程的配套电源项目。该基地通过"风光火热储一体 化"模式，实现新能源高比例外送，对于优化电力资源配置、推动区域协调发展意义重大。 为何要建设"沙戈荒"大基地？ 新疆是国家确定的"三基地一通道"和全国能源资源战略保障基地，也是"西电东送"的重要送 端，能源资源极为丰富。其中，哈密不仅是国家认定的千万千瓦级风电基地、百万千瓦级光 伏发电基地，还是新疆四大煤炭基地之一。这里风区总面积超5万平方公里，占全疆的66%； 年日照时数达3100至3300多小时，是全国日照最充足的地区之一，是我国少有的可同时大规 模发展清洁能源和煤电的大型能源基地，开发优势显著。 近年来，重庆用电需求持续攀升，但受市内资源条件限制，未来新增电力需求主要依赖外 来。数据显示，2025年预计重庆市全社会用电量将达1620亿千瓦时。 ...

Core Viewpoint - The Xinjiang Tianshan North Gobi Energy Base, developed by China Resources Group and China Huadian, has successfully completed the trial operation of its first two 1 million kilowatt coal power units, marking the production of China's first "Gobi Desert" renewable energy export base [1] Group 1: Project Overview - The energy base is located in the Hami Santanghu Gobi area and is part of the "Jiang Electric into Chongqing" project, which is a key construction project during the 14th Five-Year Plan [1] - The base utilizes an integrated model of "wind, solar, coal, and storage" to achieve a high proportion of renewable energy export, significantly optimizing power resource allocation and promoting regional coordinated development [1][2] Group 2: Strategic Importance - Xinjiang is rich in energy resources and is designated as a strategic energy resource base, playing a crucial role in the "West-to-East Power Transmission" initiative [3] - Hami is recognized as a major wind and solar power base, with coal reserves of 5.708 billion tons, accounting for 31.7% of Xinjiang's total and 12.5% of the national total [3] Group 3: Economic Impact - The energy base is expected to alleviate the increasing electricity demand in Chongqing, which is projected to reach 1,620 billion kilowatt-hours by 2025 [4] - Once operational, the base will deliver over 36 billion kilowatt-hours of electricity annually, providing nearly a quarter of Chongqing's electricity supply [4] Group 4: Investment and Development - The total investment for the base is 54.7 billion yuan, with a focus on high-standard planning, quality construction, and efficient production [4] - The project includes a total power generation capacity of 14.2 million kilowatts, comprising 4 million kilowatts of coal power, 7 million kilowatts of wind power, 3 million kilowatts of solar power, and 200,000 kilowatts of thermal power [5] Group 5: Technological Innovations - The project features several world-first technologies, including the largest hyperbolic steel structure cooling tower and advanced coal boiler systems [5] - The energy base has a high renewable energy installation ratio of 71.8%, exceeding the 50% target set in the 14th Five-Year Plan [6] Group 6: Environmental and Social Benefits - The project is designed to reduce coal consumption by approximately 6 million tons and cut carbon dioxide emissions by about 16 million tons annually [6] - It has created 23,000 job opportunities during construction and incorporates ecological restoration measures to enhance environmental benefits [7][8]

Core Viewpoint - The establishment of China's first large-scale photovoltaic demonstration base in "shagouhuang" regions marks a significant advancement in solar technology validation in arid climates, filling a gap in the domestic market [1] Group 1: Project Overview - The photovoltaic demonstration base is located in the Etok Front Banner of Inner Mongolia and has officially commenced operations [1] - The project is built upon the existing largest coal mining subsidence photovoltaic base in China, the 3 million kW Blue Ocean Photovoltaic Power Station [1] Group 2: Technical Aspects - The demonstration base includes an advanced technology validation area and a conventional testing area, featuring 10 mainstream types of photovoltaic brackets and 36 models of photovoltaic panels [1] - Over 150 experimental schemes have been developed to support the high-quality development of China's photovoltaic industry [1]

Investment Rating - The report maintains a "Recommended" rating for the company [5][8]. Core Views - The company's profitability remains stable, with a significant increase in backlog orders. In Q1 2025, the company reported revenues of 1.559 billion yuan, a year-on-year decrease of 14.09% and a quarter-on-quarter decrease of 48.80%. The net profit attributable to the parent company was 110 million yuan, down 28.46% year-on-year and 46.06% quarter-on-quarter [1][2]. - The company's gross margin and net margin for Q1 2025 were 18.90% and 6.83%, respectively, showing stability despite a slight increase in expense ratios due to overseas market expansion [2][3]. - The total backlog orders reached 7.4 billion yuan, with a 59.14% increase compared to the previous year. The tracking brackets accounted for 5.2 billion yuan, representing 70.27% of the total backlog [3][4]. Summary by Sections Financial Performance - In Q1 2025, the company achieved a revenue of 1.559 billion yuan, with a year-on-year decline of 14.09% and a quarter-on-quarter decline of 48.80%. The net profit attributable to the parent company was 110 million yuan, down 28.46% year-on-year and 46.06% quarter-on-quarter [1]. - The company's gross margin was 18.90%, and the net margin was 6.83%, indicating stable profitability [2]. Order Backlog - As of the announcement date, the total backlog orders amounted to 7.4 billion yuan, with tracking brackets contributing 5.2 billion yuan (70.27% of total orders) and fixed brackets contributing 1.9 billion yuan (25.68% of total orders). This represents a 59.14% increase in total backlog orders compared to the previous year [3]. Market Outlook - The company is expected to benefit from the large-scale wind and solar base projects and the marketization of electricity trading. The unique design of the tracking system is anticipated to enhance project safety and increase revenue by approximately 28.51% compared to fixed brackets [4]. - The company is projected to achieve revenues of 10.618 billion yuan, 12.200 billion yuan, and 14.001 billion yuan for the years 2025, 2026, and 2027, respectively, with corresponding net profits of 816 million yuan, 1.055 billion yuan, and 1.277 billion yuan [5][7].

➢ 本周（20250421-20250425）板块行情 1-3 月全国累计发电装机容量 34.3 亿千瓦，同比增长 14.6%；电网工程完成投 资 956 亿元，同比增长 24.8%；发电企业电源工程完成投资 1322 亿元，同比 下降 2.5%。各地加速推进特高压工程建设，宁夏—湖南特高压工程重庆段实 现全线贯通，金沙江上游—湖北特高压工程牛背山段实现全线贯通。 电力设备与新能源板块：本周上涨 2.40%，涨跌幅排名第 6，强于上证指数。 本周核电指数涨幅最大，太阳能指数涨幅最小。核电指数上涨 9.61%，锂电池 指数上涨 5.81%，工控自动化上涨 3.73%，新能源汽车指数上涨 3.48%，风力 发电指数上涨 2.73%，储能指数上涨 2.34%，太阳能指数上涨 0.76%。 ➢ 新能源车：宁德时代发布颠覆性产品，动力电池迈入"多核时代" 2025 年 4 月 21 日，宁德时代 Tech Day 发布会上以"边界·觉醒"为主题， 重磅推出三款颠覆性动力电池产品：钠新电池、骁遥双核电池、第二代神行超 充电池。钠新电池是在基础材料体系的边界突破，首次将钠电池推向大规模量 产，彻底解决用户在低温、高寒、安全 ...

全面加快建设电力现货市场，疆电外送促绿电消纳 2025 年 03 月 16 日 ➢ 本周（20250310-20250314）电力板块行情：本周电力板块走势优于大盘。 截至 2025 年 03 月 14 日，本周公用事业板块收于 2287.91 点，上涨 49.11 点， 涨幅 2.19%；电力子板块收于 3042.41 点，上涨 65.87 点，上涨 2.21%，沪深 300 本周上涨 1.59%，公用事业走势优于大盘。公用事业（电力）板块涨跌幅在 申万 31 个一级板块中排第 21 位。从电力子板块来看：本周光伏发电上涨 4.68%， 热力服务上涨 3.80%，电能综合服务上涨 3.57%，火力发电上涨 3.39%，风力 发电上涨 2.09%，水力发电上涨 0.88%。 ➢ 本周专题：各大电力央企，也是"沙戈荒"大基地的投资主力，其中华电集 团规划超 80GW，华能集团规划 28.5GW，国家能源集团规划超 31GW，三峡 集团规划超 35GW。2025 年《政府工作报告》中提到：推进"疆电外送"第三、 第四通道、"西气东输"四线等跨区域能源调配工程，提升能源供应保障能力。加 快建设"沙戈荒"新能源基地和 ...

插播 ：汇聚 南网、天合光能、新能安、华友能源、皇鼎储能、正兴电气、永光新能源、厦门国贸， 以及 融和元储、南瑞继保、智光储能、精控能源、云 能魔方、永福数能、钧能科技 等业内20位重量级嘉宾，行家说储能·2025新型储能趋势与工商储应用分析会2月26日将在广州举行。点击下方" 阅读原文 "参会。 "沙戈荒"能源革命加速 ！ 日前，工信部 等八部门印发《新型储能制造业高质量发展行动方案》，明确提出， 针对沙漠、戈壁、荒漠等新能源富集且本地消纳能力较低的地 区，支持新型储能支撑可再生能源大规模消纳。 随着"沙戈荒"新能源基地加快建设，配套储能需求将迎来指数级增长。 然而，沙漠、戈壁、荒漠等无网地区面临用电难、发电成本高、柴油机发电 污染大等难题，对储能设备技术要求高，谁能主导这场大漠深处的能源革命？ 作为储能系统集成领域发展最快、势头最猛的企业之一，中车株洲所已率先行动。 2024 年 7 月，中车 株洲所在内蒙古华电 8800MW 光伏项目腾格里基地打造的 " 沙戈荒 " 离网光储一体化微电网系统正式投运，标志着我国在 极端环境下的自主供电技术迈出关键一步，为沙漠、戈壁、荒漠等无网地区能源供给提供了创新范本。 ...