卧龙新能（600173）(600173.SH)发布公告，为完善产业布局，促进公司新能源业务做强做优做大，提 升公司盈利能力及持续发展能力，董事会同意通过下属公司包头威俊华腾新能源有限公司建设包头威俊 20万千瓦/120万千瓦时电网侧独立储能示范项目，计划总投资8.04亿元。 该项目为新建电网侧储能电站，运营模式即在电力现货市场条件下，作为电力现货市场主体参与电力现 货市场交易，使得储能电站在电价低谷时段买入电量对储能电池充电，在电价高峰时段卖出电量向电网 供电，利用电力现货价差获取收益。 ...

智通财经APP讯，卧龙新能(600173.SH)发布公告，为完善产业布局，促进公司新能源业务做强做优做 大，提升公司盈利能力及持续发展能力，董事会同意通过下属公司包头威俊华腾新能源有限公司建设包 头威俊20万千瓦/120万千瓦时电网侧独立储能示范项目，计划总投资8.04亿元。 该项目为新建电网侧储能电站，运营模式即在电力现货市场条件下，作为电力现货市场主体参与电力现 货市场交易，使得储能电站在电价低谷时段买入电量对储能电池充电，在电价高峰时段卖出电量向电网 供电，利用电力现货价差获取收益。 ...

格隆汇12月1日｜卧龙新能公告，为完善产业布局，促进公司新能源业务做强做优做大，提升公司盈利 能力及持续发展能力，同意通过下属公司包头威俊华腾新能源有限公司建设包头威俊20万千瓦/120万千 瓦时电网侧独立储能示范项目，本项目计划总投资80,420.58万元。本项目为新建电网侧储能电站，运营 模式即在电力现货市场条件下，作为电力现货市场主体参与电力现货市场交易，使得储能电站在电价低 谷时段买入电量对储能电池充电，在电价高峰时段卖出电量向电网供电，利用电力现货价差获取收益。 ...

Core Viewpoint - The report from Guohai Securities highlights that Nanfang Energy Storage achieved a net profit attributable to shareholders of 830 million yuan in the first half of the year, representing a year-on-year increase of 32.9% [1] - The company is expected to see continued growth with the commissioning of pumped storage projects and expansion into the electricity spot market [1] Financial Performance - Nanfang Energy Storage's net profit for Q2 2025 is projected to be 460 million yuan, reflecting a year-on-year growth of 34.5% [1] - The company reported a significant increase in net profit, indicating strong financial health and operational efficiency [1] Project Development - As of June 30, 2025, the company has 10 pumped storage projects under construction, with the Meixu Phase II and Nanning projects scheduled for commissioning in 2025 [1] - The commencement of these projects is expected to drive the company's growth trajectory [1] Market Participation - On June 29, 2025, the southern regional electricity spot market transitioned to continuous settlement trial operation, with the company actively participating in market transactions [1] - The expansion of pumped storage power stations' participation in the spot market is anticipated to enhance performance flexibility and contribute positively to earnings [1] Future Outlook - The commissioning of pumped storage units is expected to contribute to the company's growth potential [1] - The report maintains a "buy" rating, reflecting confidence in the company's future performance and market position [1]