本报记者 李静 许林艳 7月31日，国家能源局发布《中国新型储能发展报告（2025）》（以下简称《报告》）。《报告》显示，2024年，在政策 支持和市场需求的双重驱动下，全球新型储能装机快速增长。截至2024年底，全球已投运新型储能项目累计装机规模约1.8亿千 瓦，较2023年底增长约98%，新增装机规模约0.9亿千瓦。 厦门大学中国能源政策研究院院长林伯强在接受《证券日报》记者采访时表示，锂电池技术的成熟和成本优势使其在新型 储能领域占据主导地位。未来，随着技术的进一步突破和成本的持续降低，锂电池有望在储能市场中继续保持强劲的竞争力， 持续保持和巩固其市场份额。 数据显示，2024年全国锂离子电池产量持续攀升，总产量达11.7亿千瓦时，同比增长24%，行业总产值超过1.2万亿元，其 中，储能型锂离子电池产量达到2.6亿千瓦时，占全国锂离子电池产量22%，连续3年提升。 产业链公司 上半年业绩呈增长态势 国家能源局能源节约和科技装备司副司长边广琦表示，总体来看，"十四五"以来，我国新型储能发展政策的"四梁八柱"初 步构建，新型储能产业稳步发展。截至2024年底，已建成投运新型储能7376万千瓦/1.68亿千瓦 ...

Core Viewpoint - Midea Group has been expanding its B2B business, which now accounts for 25.67% of total revenue, up from 18.5% in 2020, indicating significant growth in this segment [2][3]. Group 1: B2B Business Expansion - Midea's B2B business includes sectors such as new energy and industrial technology, robotics and automation, and smart building technology, with respective revenue contributions of 8.26%, 7.05%, 6.99%, and 3.37% as of 2024 [3]. - The company employs a strategy of "one fish, multiple eats," allowing it to expand revenue streams by integrating various products and services within its B2B offerings [3][4]. - Midea's approach includes a "point-to-surface" strategy, where it sells core products and expands into related systems, enhancing customer loyalty and creating a more robust business ecosystem [4]. Group 2: Focus on New Energy - Midea is strategically entering the new energy sector, particularly in solar and storage solutions, to directly engage with both B2B and B2C markets [5][7]. - The company has acquired firms like Hekang New Energy and Kelun Electronics to complete its value chain in solar, storage, and smart grid technologies, with new energy now contributing approximately 10% to overall revenue [7][8]. - Midea's existing strengths in technology, brand, and supply chain from its home appliance business provide a solid foundation for its new energy initiatives [7][8]. Group 3: Competitive Landscape and Strategy - The energy storage industry is currently facing challenges, including low-quality products and safety concerns, necessitating a return to healthy market practices [9][10]. - Midea is adopting a dual-brand strategy with Midea and Kelun to enhance its competitiveness in large-scale storage and commercial storage markets [10][11]. - The company is leveraging its extensive supply chain and customer base to facilitate easier entry into commercial energy storage, focusing on innovative solutions tailored to specific market needs [12][13]. Group 4: Technological Integration - Midea is exploring the integration of heat pump technology into its energy storage systems, which could disrupt the current dominance of electrochemical storage solutions [15][16]. - The company aims to utilize its expertise in heat exchange and thermal generation to improve the efficiency of energy storage systems, potentially leading to significant advancements in the sector [15].