文 | 中关村储能产业技术联盟 2 0 2 5年10月储能政策从国家到地方共有90项发布或征求意见，涉及电价政策、电力市场、 补贴政策、示范项目等方面，中关村储能产业技术联盟对本月储能政策进行了梳理解读，希 望与业界同仁共同交流探讨。 一、政策数据概览 根据CNESA Da t aLi n k全球储能数据库的不完全统计，2025年9月份 共发布储能相关政策 9 0 项 ， 其 中 国 家 层 面 发 布 9 项 。 从 重 要 程 度 来 看 ， 非 常 重 要 类 39 项 ， 其 中 ， 国 家 、 广 东、河北、青海 发布数量居多，从政策类别来看， 电价政策、电力市场政策居多。 二、重要政策概览 【国家层面】 国家商务部、海关总署发布对锂电池和人造石墨负极材料相关物项实施出口管制的决定 ，对锂电池相关物项和正极材料相关物项等实施管制，包括3A0 0 1 重量能量密度大于等 于3 00 Wh/ k g的可充放电锂离子电池、用于制造可充放电锂离子电池的设备等。 国家发展改革委、国家能源局发布《跨省跨区电力应急调度管理办法》 ，提到应急调度 在受入省的落地侧电价，按省间现货市场结算价格上限或南方区域现货市场出 ...

Core Points - The 2025 National Refrigeration and Air Conditioning Industry Conference was held in Sanya, Hainan from November 18 to 21 [1] - The second batch of the "Energy-saving and Carbon-reduction Technology and Product Recommendation Directory for Refrigeration and Air Conditioning Applications" was officially released during the conference [1] - Following the inclusion of two products in the first batch, multiple technologies and products from Shenling Environment were recognized in this second batch, including the "Fully Prefabricated Assembly Smart Energy Station" technology and five other products [1] Company Summary - Shenling Environment's technologies and products received recognition in the second batch of the directory, indicating strong performance and innovation in the refrigeration and air conditioning sector [1] - The five products recognized include: 1. DC Inverter Heat Pump Unit 2. Integrated Evaporative Cooling (Heat Pump) Chiller 3. Air-cooled Screw Heat Pump Chiller 4. Air-cooled Heat Pump (Cooling/Heating) Chiller 5. Low Ambient Temperature Air Source Heat Pump Unit [1]

Core Viewpoint - Huayang New Materials Technology Group is undergoing a comprehensive strategic transformation driven by technological innovation and green low-carbon initiatives, moving from a traditional coal enterprise to a new materials leader, thereby addressing energy dependency issues [1][7]. Group 1: Digital Transformation - The company has implemented a smart mining initiative, replacing traditional mining operations with automated and digitalized processes, enhancing production efficiency and safety [2][3]. - Huayang Group has established a 5G network underground, facilitating real-time data transmission and improving overall management of mining operations [3]. - The company has built 8 smart coal mines and 2 intelligent coal preparation plants, achieving the provincial goal for coal mine intelligence three years ahead of schedule [3]. Group 2: Ecological Restoration - Huayang Group has successfully rehabilitated 35 waste rock hills, implementing innovative ecological restoration techniques that are more cost-effective and efficient than traditional methods [4][6]. - The company has adopted a green philosophy in its operations, utilizing electric vehicles and achieving over 98% water reuse in its processes [6]. - During the 14th Five-Year Plan period, Huayang Group has implemented numerous energy-saving measures, resulting in significant reductions in electricity consumption and coal usage [6]. Group 3: New Materials Development - The company has transitioned to the new materials sector, officially rebranding as Huayang New Materials Technology Group in October 2020, focusing on a dual-driven strategy [7][12]. - Huayang Group has developed a complete industrial chain for sodium-ion batteries, collaborating with the Chinese Academy of Sciences to lower production costs and enhance product offerings [8][9]. - The company showcased various new energy and material products at the Shanxi Energy Industry Expo, highlighting its innovative capabilities and market competitiveness [11].

人民财讯11月18日电，11月17日至18日，国家发展改革委环资司在广东省广州市举办2025年全国节能降 碳工作培训班。培训班设置节能降碳总体形势分析和下一步重点工作安排、"十五五"实施碳排放总量和 强度双控的工作安排、《固定资产投资项目节能审查和碳排放评价办法》修订解读和具体操作等课程， 围绕"十五五"更高水平更高质量做好节能降碳工作的总体思路和意见建议等进行分组讨论，并邀请典型 地区和有关研究机构作工作交流。 ...

总之，小班组虽组织规模小，却能在节能降碳中发挥大作用。依托科学理论指导，通过机制创新与文化 培育，激活班组这一"微动力源"，可为煤化工企业绿色转型提供可持续的基层支撑，让"双碳"目标在生 产一线稳步推进。 作者：潞安化工丰喜集团临猗分公司尿素压缩车间 田黎明 下一话题：如何破除"内卷式"竞争 作为生产一线最小组织单元，班组直接对接设备运行与工艺操作关键环节，是节能降碳政策落地的"最 后一公里"。激活班组能量，是煤化工企业构建内生性节能降碳能力的有效路径之一，可通过三大举 措，进一步释放班组节能降碳潜能。 一是推行班组能耗对标管理。各生产班组要建立关键绩效指标体系，涵盖吨产品综合电耗、蒸汽消耗等 核心数据，实现日清日结与可视化公示。这一机制让节能从抽象概念变为具体数字，在班组间形成"比 学赶超"氛围。 二是鼓励班组微创新与金点子。要设立专项奖励机制，激励员工针对"跑冒滴漏"和效率瓶颈问题提出小 改小革方案。可设立"微创新之星""金点子奖"等专项荣誉，配套奖金、晋升加分或实物奖励等，激发岗 位员工围绕设备优化、流程简化、节能降耗等方向小改小革，汇聚成可观的节能效益。 三是培育全员参与的节能文化。要通过持续培训、案 ...

Group 1 - The transition from diesel trucks to hydrogen fuel trucks is gaining momentum in Shaanxi province, with companies like Shaanxi Hydrogen Power Company leading the way in adopting cleaner transportation methods [1] - The company has already deployed 20 hydrogen fuel heavy trucks, transporting a total of 262,700 tons of coal and reducing carbon dioxide emissions by 1,022.78 tons [1] - The demand for short-distance transportation of petroleum and coal products in Yulin City presents a significant opportunity for the full coverage of hydrogen fuel trucks, contributing to energy conservation and carbon reduction [1] Group 2 - Shaanxi Xuhydrogen Times Technology Co., Ltd. has established the first fully automated production line for hydrogen fuel cell stacks in Shaanxi, capable of producing 2,000 stacks annually [2] - The company has delivered 300 hydrogen fuel cell stacks this year, with a steady increase in delivery volume, reflecting the growing market demand [2] - The hydrogen industry in the Qin Chuang Yuan Hydrogen Integration Innovation Zone is supported by over 30 enterprises across the hydrogen production, storage, and utilization sectors, providing comprehensive operational services [2] Group 3 - The application of hydrogen energy is expanding, with hydrogen fuel buses being introduced, promoting a low-carbon and environmentally friendly lifestyle [3][4] - The shift towards energy transition is becoming more tangible for drivers, indicating a broader acceptance of green and low-carbon production and living practices [4]

Core Insights - Inner Mongolia has prioritized the development of the private economy since the "14th Five-Year Plan," treating state-owned and private enterprises equally, which has boosted the confidence and vitality of private enterprises [1] Group 1: Energy Consumption Management - The region has implemented an innovative energy-saving review system to ensure high-quality project energy consumption, focusing on strict control of energy intensity and flexible management of total energy consumption [2] - Energy intensity has decreased by 16.8% over the first four years of the "14th Five-Year Plan," achieving the national target one year ahead of schedule, supporting an average GDP growth of 6.1% and fixed asset investment growth of 15.1% [2] Group 2: Capacity Elimination and Transformation - Inner Mongolia has emphasized the elimination and transformation of outdated and inefficient production capacity, releasing energy consumption for high-value industries [3] - A total of 438 million tons of steel, 306 million tons of ferroalloy, and 280 million tons of calcium carbide capacity have been eliminated, along with the shutdown of 20.8 million kilowatts of non-compliant thermal power units [3] Group 3: Green Energy Supply Enhancement - The region is leveraging its abundant wind and solar resources to innovate in energy supply and consumption, promoting a deep transition to a green and low-carbon energy structure [4] - A total of 266 market-oriented renewable energy projects have been approved, with a total capacity of 9,635 million kilowatts since the beginning of the "14th Five-Year Plan" [4] Group 4: Renewable Energy Consumption - In 2024, 89 projects will address energy consumption indicators through renewable energy consumption, with 74 of these projects being from private enterprises [5] - The proportion of renewable energy consumption responsibility has increased from 21.1% in 2020 to 29.6% in 2024, indicating a significant shift towards green energy [5]

Core Viewpoint - Under the backdrop of the "dual carbon" goals driving deep adjustments in industrial structure, energy conservation and carbon reduction have become essential paths for high-quality development in chemical enterprises [1][2]. Group 1: Conceptual Innovation - The company aims to reshape the understanding of energy conservation and carbon reduction through a full-cycle value approach, recognizing that these efforts often involve equipment replacement, process adjustments, and even production line renovations, which require financial investment and may incur hidden costs [1]. - The company challenges the notion that energy conservation and carbon reduction equate to additional costs, instead viewing equipment updates and technological transformations as integral to the entire lifecycle, considering energy consumption and carbon emission costs across procurement, operation, maintenance, and elimination [1]. Group 2: Technological Empowerment - Technological innovation is identified as the core driving force for energy conservation and carbon reduction, with the company focusing on hardware optimization and precise replacements to reduce energy consumption from the source [2]. - The company emphasizes a tiered approach to phasing out high-energy-consuming equipment and replacing outdated electrical cabinets with energy-efficient models, ensuring that upgrades meet safety standards while continuously lowering energy consumption [2]. Group 3: Collaborative Approach - The company adopts an industry chain collaborative mindset to extend energy conservation and carbon reduction efforts beyond its own operations, creating a circular energy-saving system by transforming waste into raw materials and energy consumption into energy efficiency [2]. - The company actively participates in formulating industry standards, such as the "Green Factory Evaluation Requirements for Compound Fertilizer Industry" and the "Green Factory Evaluation Requirements for Monoammonium Phosphate and Diammonium Phosphate Industry," translating its carbon reduction practices into industry consensus [2]. Group 4: Strategic Integration - The path to energy conservation and carbon reduction for chemical enterprises is characterized by technological innovation, conceptual upgrades, and systemic restructuring, indicating that deep integration of energy conservation and carbon reduction with corporate strategy is essential for achieving low-carbon transformation and high-quality development [2].

王善成围绕国务院新闻办公室近日发布的《碳达峰碳中和的中国行动》白皮书，分享了中国碳达峰碳中 和重大宣示五年以来取得的进展和成效。五年来，中国构建了系统完备的碳减排顶层设计和政策体系， 省级政府普遍出台了本地区碳达峰实施方案；加快构建绿色低碳循环发展经济体系，已培育6400多家绿 色工厂和490余个绿色工业园区，新能源汽车产销量领跑全球；建成全球最大的可再生能源体系，可再 生能源装机占全部发电装机比重接近60%，风电、太阳能发电装机容量提前6年多完成2030年目标；作 为最大清洁技术出口国，提供了全球70%的风电设备和80%的光伏组件，推动风光发电成本大幅下降， 为全球应对气候变化和绿色低碳发展做出了积极贡献。 国家发展改革委国家节能中心主任刘琼介绍了中国"十四五"节能降碳政策、重点行业、地方和企业的经 验做法。国家气候变化专家委员会副主任、中国科学院科技战略咨询研究院研究员王毅围绕发展绿色低 碳循环经济体系发表演讲。国家发展改革委能源研究所所长吕文斌介绍了近年来中国在推动能源低碳转 型方面的举措和成效。生态环境部气候司、国家能源局国际司、国家应对气候变化战略研究和国际合作 中心等单位负责同志出席边会。边会还特 ...

Core Points - The company completed the initial grant registration of the 2025 restricted stock and stock option incentive plan, with the initial grant date set for September 30, 2025, and the listing date for the restricted stock on November 14, 2025 [1][3] - A total of 8.94 million shares were granted at a price of 4.8 yuan per share, with 31 individuals receiving the grants [1][3] - The initial grant of restricted stock represents 1.10% of the company's total share capital of 814 million shares at the time of the incentive plan announcement [3] Adjustments to the Incentive Plan - The board approved adjustments to the incentive plan, reducing the number of recipients from 238 to 224 due to the voluntary forfeiture of 56,000 stock options by some recipients [3] - The total number of restricted shares granted remains at 10 million, with 9.06 million shares initially granted and 940,000 shares reserved [3] - The total number of stock options granted was adjusted to 9.944 million, with 9.214 million options initially granted and the reserved quantity unchanged [3] Company Overview - The company specializes in providing solutions in industrial automation and energy power sectors, focusing on energy conservation, intelligent manufacturing, artificial intelligence, and digitalization [4] - Its business segments include industrial automation, network energy, new energy vehicles, and photovoltaic energy storage, offering products such as inverters, servo systems, and UPS power supplies [4] - For the first three quarters of 2025, the company reported revenue of 3.108 billion yuan and a net profit attributable to shareholders of 148 million yuan [4]