新甘肃·甘肃日报记者 谢晓玲 隆冬时节，河西走廊的戈壁滩上寒风凛冽，却丝毫未能延缓建设者的脚步。 在国家规划建设的腾格里沙漠新能源基地内，国家"沙戈荒"大型风电光伏基地的重要支撑点——浙能武 威2×1000兆瓦调峰火电项目工地，呈现出一派繁忙的景象。各项施工正加紧冲刺，确保2026年项目按 期建成投产。 作为"陇电入浙"特高压直流工程的关键配套调峰电源，浙能武威能源有限公司2×1000兆瓦调峰火电机组 工程自2024年2月全面开工以来，进展迅速。该项目静态投资70.8亿元，不仅是武威市历史上单体投资 最大的工业项目，也是浙江、甘肃两省深化能源战略合作、推动区域协调发展的标志性成果。 东西协作共筑能源新动脉 ——武威"陇电入浙"调峰电源及中超容储能项目建设一线观察 与浙能武威火电项目遥相呼应，在武威古浪工业集中区的甘肃中超容新能源科技有限公司，一条年产 300万颗超级电容器的智能化生产线已稳定运行。 翻开项目时间轴，一条清晰的战略脉络浮现眼前：2021年7月，浙甘两省签署"陇电入浙"战略合作框架 协议；2022年，国家发展改革委、国家能源局明确建设腾格里沙漠新能源基地；2023年10月，项目正式 获得核准。如今 ...

作者 | 周智宇 一场电池的变革，来到了临界点。 近日的宁德时代供应商大会上，宁德时代方面表示，2026年将在换电、乘用车、商用车及储能领域，大 规模应用钠离子电池，有望形成"钠锂双星闪耀"趋势。宁德时代方面人士对华尔街见闻表示，宁德时代 对钠电池前景看好，钠一定是个不错的材料。 过去，钠电在宁德时代的版图中，常被看作用来恐吓上游锂矿商的"稻草人"，市场对于这项技术何时能 够大规模应用也存在疑虑。宁德时代此番表态显然对接下来钠电池的市场给出了更高期望。 就在今年9月，宁德时代的钠电池拿到了新国标认证，扫清了主机厂心中最后一道合规的藩篱。 过去两年，锂价如过山车般跌宕。虽然2024年的惨跌让产业链"长舒一口气"，但2025年四季度，碳酸锂 价格那根不安分的K线再次抬头，一度刺破13万元/吨的关口。这种熟悉的痛感，瞬间唤醒了车企和电池 厂的"肌肉记忆"——那种被上游矿主扼住咽喉的窒息感，谁也不想再经历第二次。 瑞银投资银行中国基础材料研究主管丁月丽对华尔街见闻表示，2026年碳酸锂市场整体还是个偏紧平衡 的市场。 按照丁月丽的测算，明年碳酸锂来自电车方面的需求预期是同比增长15%，储能则是关键变数。据瑞银 了解， ...

证券日报网讯 12月29日，林洋能源在互动平台回答投资者提问时表示，公司管理层始终密切关注行业 动态发展，包括AI数据中心在内的前沿领域带来的能源变革机遇。公司聚焦"智能、储能、新能源"三大 业务板块，通过技术协同与资源整合，构建全球化产业生态。子公司林洋储能深耕全球电网级大储市 场，重点布局独立储能、新能源混合储能等项目，助力电网稳定运行与新能源消纳；拓展工商业用户侧 储能市场，覆盖用户侧光储、光充储等多元场景，满足企业能效提升与成本优化需求；发力海外光储微 电网市场，主攻电网薄弱或无电区域的光、储、柴供电系统，为能源短缺地区提供可靠电力解决方案。 （文章来源：证券日报） ...

Core Insights - The article highlights that China's total electricity consumption is projected to exceed 10 trillion kilowatt-hours (kWh) by 2025, marking a significant milestone in the country's energy landscape [1][21] - This achievement reflects the robust and resilient nature of China's economic growth, with electricity consumption serving as a key indicator of economic activity [3][7] Electricity Consumption Trends - China's total electricity consumption surpassed 1 trillion kWh for two consecutive months, showcasing the country's ability to provide stable and affordable electricity to its population of over 1.4 billion [2] - Historical milestones in electricity consumption include surpassing 1 trillion kWh in 1996, 5 trillion kWh in 2011, and 8 trillion kWh in 2021 [2] Economic Growth Indicators - The article notes that the GDP growth rates for the first three quarters of the year were 5.4%, 5.2%, and 4.8% respectively, indicating a steady recovery in the national economy [7] - The increase in electricity consumption is attributed to the structural transformation of the economy towards a greener and more efficient model [2][7] Sectoral Analysis - In the first three quarters, the primary industry saw a 10.2% increase in electricity consumption, reflecting trends in agricultural modernization [10] - The secondary industry contributed significantly to overall electricity consumption growth, with a 5.1% increase in the third quarter, driven by high-tech and equipment manufacturing sectors [10] - The tertiary industry also experienced a stable growth rate of 7.5%, supported by rapid developments in internet services and new infrastructure projects [11] Energy Supply and Infrastructure - China's power generation capacity is expected to reach 3.8 billion kW by 2025, with a year-on-year growth of approximately 14% [14] - The country has established the world's largest electricity infrastructure system, with significant advancements in high-voltage transmission capabilities [13][18] - Renewable energy sources, particularly wind and solar, have seen rapid growth, with renewable energy accounting for nearly 60% of the total installed capacity [28] Technological Advancements - The article emphasizes the importance of technological innovation in the energy sector, with significant improvements in the efficiency of solar and wind energy production [32][33] - New energy storage solutions have also seen substantial growth, with installed capacity exceeding 100 million kW, representing a 30-fold increase from previous years [29] Future Projections - Experts predict that electricity consumption will continue to grow, with an estimated annual increase of about 600 billion kWh during the 14th Five-Year Plan period, reflecting a sustained demand for electricity [33]

2026年全国能源工作会议宣布，2025年我国全社会用电量将首超10万亿千瓦时！继2024年我国全年发电量突破10万亿千瓦时后，电力领域 迎来了又一个历史性的时刻！10万亿相当于美国、印度、俄罗斯、日本、巴西、加拿大六大经济体的年度用电量总和。 今年7月、8月，我国全国社会用电量连续两月超万亿千瓦时，全球首次出现一个国家的月度用电量"超万亿"，让14亿多人享用充沛、稳 定、平价的电力供应，以越来越清洁绿色的电力支撑世界超大型经济体行稳致远，用电量数据的背后，是中国经济的强劲脉动，是经济社 会发展向新向优向绿的深刻转型。 1996年，我国全社会用电量首次突破1万亿千瓦时大关；2011年，突破5万亿千瓦时；2021年，突破8万亿千瓦时。 01 10万亿 意味着中国经济增长的刚性和韧性 2025年尾声，多家国际机构密集上调2025年中国经济增速预期，其中，世界银行、国际货币基金组织、亚洲开发银行分别上调0.4、0.2、 0.1个百分点。 分产业观察，我国经济总量攀升与结构优化的双重特征尤为明显。今年前三季度，第一产业用电量同比增长10.2%，领跑三大产业，折射 出农业现代化的新趋势，看向第二产业，三季度，第二产业用 ...

进入2025年冬季，人工智能技术浪潮正以超乎想象的速度席卷全球，重塑各行各业的未来。然而，在这 场数字革命的背后，一个基础却严峻的挑战日益凸显：惊人的电力消耗。AI大模型训练与推理所需的 海量算力，正像一个"巨兽"般吞噬着电力，给现有电网带来了前所未有的压力。 面对这一挑战，科技巨头纷纷将目光投向能源领域，寻求更稳定、更庞大的电力来源。近日，一场科技 与能源领域的"世纪联姻"吸引了全球目光。科技巨头谷歌与全球市值最高的电力公司新纪元能源 （NextEra Energy）正式宣布达成深度战略合作，计划共同开发与大型电厂直接配套的"吉瓦级"AI数据 中心园区，一场围绕AI算力展开的能源变革大幕就此拉开。 01 AI的"电焦虑"：科技巨头为何"倒追"能源公司 AI的指数级发展，正引发全球范围内的"电焦虑"。据国际能源署（IEA）预测，到2030年，全球数据中 心的电力消耗预计将比2024年增加一倍以上，达到惊人的945太瓦时，这一体量与日本全国一年的用电 量相当。而AI数据中心是其中最主要的增长驱动力。 一次普通的大模型训练，耗电量就可高达数百万千瓦时。这种巨大的能源需求，已远非传统电网所能轻 易满足。科技公司不仅 ...

这轮下行，背后是国际油价的疲软与供应宽松的格局。WTI和布伦特原油价格在近期双双回落，像两个泄了气的巨人。全球供应正在恢复，而需求端却仍在 宏观经济与美联储政策的迷雾中寻找方向。若需求迟迟不能给出有力回应，油价肩头的压力只会更重。 数字是冰冷的，但体验是温热的。东北的寒风里，辽宁的92号汽油报6.97元/升；华东繁华腹地，上海、江苏的价格在6.85元上下浮动；西北的宁夏，价格已 低至6.79元。95号汽油的版图同样在重塑，从北京7.33元到陕西7.16元，地域价差描绘出另一幅经济地理图景。每一次调价，都在细微处重新分配着我们的 出行成本与心理预算。 你有没有算过，油箱见底时心头一紧的感觉，多久没出现过了？当屏幕上的油价数字连番向下跳动，我们收获的，似乎远不止每升油省下的那几分钱。 新一轮国内成品油调价窗口将在12月22日开启。风向，几乎从一开始就指向了下行。计价周期刚走过三天，国际原油变化率已深陷负值区间，市场测算的下 调幅度在40至60元/吨之间徘徊。换算成你我最熟悉的语言，就是每加一升油，或许又能少掏5、6分钱。 别小看这微不足道的数字。当它成为2025年以来的第11次降价，并可能将全国油价推向近四年低位 ...

Group 1: Electricity Consumption and Energy Demand - In October, China's total electricity consumption increased by over 10%, reaching a new high for the year, indicating strong economic activity [1] - The double-digit growth in electricity demand has led to rapid increases in energy requirements for coal, nuclear, and lithium [1] Group 2: Coal Market Dynamics - Coal prices are rising due to increased residential electricity consumption, particularly with the onset of the heating season in northern China [2] - As of November 21, the market price for Q5500 coal at Qinhuangdao port was reported at 832 RMB/ton, while prices in major coal-producing regions continued to rise [2] - Analysts predict that coal prices will remain high and fluctuate between 800 and 860 RMB/ton due to supply constraints and seasonal demand [2][3] Group 3: Nuclear Energy Developments - China's nuclear power sector is experiencing rapid growth, with over 10 new units approved annually since 2019, and a record 11 units expected in 2024 [4] - The first grid connection of the "Hualong One" nuclear power unit in Fujian marks a significant milestone in nuclear energy development [4] - The price of uranium is expected to rise gradually due to a tightening supply-demand balance in the long term [4][5] Group 4: Lithium and Energy Storage Sector - The lithium battery and energy storage sectors are benefiting from surging domestic and international demand, with significant investments in new projects [6] - In the first eight months of the year, China signed and initiated 183 lithium battery projects with a total investment of approximately 400 billion RMB [6] - A shortage of lithium carbonate is anticipated, with demand outpacing supply, potentially leading to price increases [7]

Core Insights - The term "anti-involution" has become a prominent topic in the photovoltaic (PV) industry this year, highlighting the issue of excessive competition leading to price declines across various segments of the solar product supply chain [1][3] - The integration of solar and energy storage systems is becoming more cost-effective, with component costs accounting for approximately 30% of the total system cost [1] Industry Overview - The 2025 8th China International Photovoltaic and Energy Storage Industry Conference took place from November 17 to 20, where industry leaders discussed the current state of the PV and energy storage markets [4] - The PV industry is experiencing a supply-demand imbalance, with significant price drops across the supply chain. For instance, prices for polysilicon, silicon wafers, batteries, and modules have decreased by approximately 10%, 20%, 15%, and 2% respectively since the beginning of the year [4][5] - Despite the challenges, some leading companies like Tongwei and Longi Green Energy have reported a reduction in losses in their third-quarter results [4] Market Dynamics - The energy storage sector is showing signs of recovery, attributed to the price declines in the PV industry, which have made energy storage systems more economically viable [3][9] - There is a notable demand for energy storage solutions, particularly in regions with high renewable energy generation, driven by changes in pricing mechanisms [9][10] - The market for energy storage is expected to grow significantly, with projections indicating that by the end of 2024, new energy storage installations will reach 73.76 million kilowatts, accounting for over 40% of global installations [10] Technological Developments - New technologies in solar cells, such as perovskite and various combinations of existing technologies, are being explored, although stability and maturity remain concerns [8] - The focus on safety and efficiency in energy storage technologies is leading to innovations, including solid-liquid hybrid storage systems [9][11] Strategic Insights - Industry leaders emphasize the need for a balanced competitive environment to avoid excessive internal competition, which can hinder overall industry growth [5][7] - The importance of self-sufficient core technologies is highlighted as essential for maintaining competitive advantages and ensuring the sustainability of the industry [11][12] - Future growth in the renewable energy sector is anticipated to be supported by advancements in energy storage and the establishment of a new power system that integrates renewable sources effectively [15]

Core Insights - The A-share market's power grid equipment sector surged by 12.45% in the first trading week of November, driven by the dual narratives of AI catalysis and energy transformation [1][2] - The sector's performance raises questions about the underlying earnings support and growth potential amid the AI-driven electricity demand surge [1] Market Performance - The Shenwan Power Grid Equipment Index rose by 12.46% over the week, reaching 5872.41 points, with a year-to-date increase of 43.11%, marking the highest level since June 2015 [2] - 16 stocks within the power grid equipment sector reached historical highs, with notable performers including Zhongneng Electric, Moen Electric, and Tebian Electric [2] Industry Dynamics - Since May, trading activity in the power grid equipment sector has increased, with the index showing seven consecutive months of gains, primarily due to AI-related electricity shortages [3] - The U.S. Energy Information Administration (EIA) predicts that electricity consumption will reach record highs in 2025 and 2026, driven by AI and data center expansion [3] - Goldman Sachs forecasts a 175% increase in global electricity demand from AI data centers by 2030 compared to 2023 [3] Investment Trends - The State Grid Corporation of China reported over 420 billion yuan in fixed asset investments from January to September, a year-on-year increase of 8.1% [3] - Major projects in high-voltage direct current (HVDC) engineering are underway, with total investments expected to exceed 650 billion yuan in 2025 [3] Financial Performance - The power grid equipment sector reported a revenue of 263.7 billion yuan and a net profit of 22.2 billion yuan in the first three quarters, reflecting year-on-year growth of 12% and 14%, respectively [4][5] - Significant performance disparities exist within the sector, with non-UHV main networks showing a net profit growth of 38.2%, while distribution and meter companies faced declines [5] Export Growth - China's transformer exports reached 6.22 billion USD from January to September, a 39% increase year-on-year, driven by demand from Europe and North America [5] - High-voltage switch exports also grew by 31.2%, with a notable monthly increase of 55.7% in September [5] Institutional Investment - Public fund holdings in the power grid equipment sector decreased slightly in the third quarter, with a total market value share of 0.6% [6] - Institutional investors are favoring companies with strong overseas demand and those involved in data center business growth, such as Siyuan Electric and Tebian Electric [6] Technological Advancements - Companies like Jinpan Technology are focusing on solid-state transformer (SST) technology, which is seen as a suitable solution for future energy demands [6][7] - Jinpan Technology has developed an SST prototype for HVDC applications, with plans for further testing and certification [7]