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 ...

4、2024年1月关于投资建设储能项目的公告：公司通过全资子公司浙江越盛储能科技有限公司进行储能 电站的建设、管理与运营。 来源：新浪证券-红岸工作室 11月24日，新中港涨2.30%，成交额6615.15万元，换手率1.86%，总市值35.65亿元。 异动分析 碳中和+碳交易+虚拟电厂+储能 1、2023年12月25日互动易：公司把"打造成具有规模优势，环保和碳排放强度可与天然气机组相媲美的 区域综合能源供应中心和碳中和中心"的区域公用热电联产企业作为发展目标。 目前公司减碳方面具体 措施主要是提效减碳和耦合减碳，提效减碳是公司通过新机组扩建和技术改造，进一步提高机组热效 率、?效率，从而降低碳排放强度；耦合减碳方面，公司控股子公司RDF生产线已经投产，公司耦合固 废和生物质燃料锅炉改造项目即将投运，逐步耦合并加大固废和生物质燃料的比例，将降低燃料成本及 大幅降低碳排放。 2、根据2022年4月10日公告：2019 年和 2020 年合计碳排放配额 264.83 万吨，排放 214.83 万吨，结余 50.01 万吨，结余比例为 18.88%。 2021 年 12 月出售了 50 万吨 3、2023年5月2 ...

11月24日，奥特迅盘中上涨2.04%，截至14:08，报13.02元/股，成交7084.18万元，换手率2.24%，总市 值32.26亿元。 资金流向方面，主力资金净流出20.87万元，特大单买入0.00元，占比0.00%，卖出221.61万元，占比 3.13%；大单买入868.09万元，占比12.25%，卖出667.35万元，占比9.42%。 资料显示，深圳奥特迅电力设备股份有限公司位于广东省深圳市南山区高新技术产业园北区松坪山路3 号奥特迅电力大厦，成立日期1998年2月20日，上市日期2008年5月6日，公司主营业务涉及电力自动化 电源业务、电动汽车充电业务和电能质量治理。主营业务收入构成为：电力用直流和交流一体化不间断 电源设备71.17%，新能源电动汽车充电20.36%，其他(补充)5.46%，储能业务及其他2.30%，运行设备维 护0.71%。 奥特迅所属申万行业为：电力设备-其他电源设备Ⅱ-其他电源设备Ⅲ。所属概念板块包括：钒电池、小 盘、固态电池、虚拟电厂、特高压等。 截至11月20日，奥特迅股东户数3.54万，较上期增加15.17%；人均流通股6939股，较上期减少13.17%。 2025 ...

资金流向方面，主力资金净流入315.14万元，特大单买入1006.08万元，占比5.56%，卖出828.54万元， 占比4.58%；大单买入4092.10万元，占比22.62%，卖出3954.49万元，占比21.86%。 截至9月30日，科陆电子股东户数7.50万，较上期增加7.23%；人均流通股18664股，较上期减少6.74%。 2025年1月-9月，科陆电子实现营业收入35.86亿元，同比增长23.42%；归母净利润2.32亿元，同比增长 251.10%。 11月24日，科陆电子盘中上涨2.11%，截至13:54，报7.73元/股，成交1.81亿元，换手率1.70%，总市值 128.38亿元。 科陆电子今年以来股价涨77.70%，近5个交易日跌10.32%，近20日跌9.59%，近60日涨9.34%。 今年以来科陆电子已经2次登上龙虎榜，最近一次登上龙虎榜为10月27日，当日龙虎榜净买入-1.04亿 元；买入总计1.21亿元 ，占总成交额比7.96%；卖出总计2.25亿元 ，占总成交额比14.76%。 资料显示，深圳市科陆电子科技股份有限公司位于广东省深圳市南山区高新技术产业园北区宝深路科陆 大厦，成立 ...

11月24日，东方电子盘中上涨2.06%，截至13:17，报11.39元/股，成交1.03亿元，换手率0.68%，总市值 152.71亿元。 东方电子所属申万行业为：电力设备-电网设备-电网自动化设备。所属概念板块包括：虚拟电厂、农村 电网、智能电网、充电桩、太阳能等。 截至9月30日，东方电子股东户数6.88万，较上期减少7.37%；人均流通股19474股，较上期增加7.96%。 2025年1月-9月，东方电子实现营业收入51.65亿元，同比增长11.53%；归母净利润4.95亿元，同比增长 17.53%。 分红方面，东方电子A股上市后累计派现7.02亿元。近三年，累计派现3.67亿元。 机构持仓方面，截止2025年9月30日，东方电子十大流通股东中，香港中央结算有限公司位居第四大流 通股东，持股3155.78万股，相比上期增加1448.39万股。鹏华新兴产业混合A（206009）位居第八大流 通股东，持股1131.37万股，持股数量较上期不变。南方中证1000ETF（512100）位居第十大流通股东， 持股735.89万股，相比上期减少7.70万股。华夏能源革新股票A（003834）退出十大流通股东之列。 ...

Group 1 - The core viewpoint of the news is that Nanfang Power Storage's stock has experienced fluctuations, with a recent decline of 2.04% and a year-to-date increase of 20.29% [1] - As of November 24, the company's stock price is 12.03 yuan per share, with a market capitalization of 38.448 billion yuan [1] - The company has seen a net outflow of 15.0581 million yuan in principal funds, with significant selling pressure in large orders [1] Group 2 - For the period from January to September 2025, Nanfang Power Storage achieved operating revenue of 5.32 billion yuan, representing a year-on-year growth of 17.72%, and a net profit attributable to shareholders of 1.433 billion yuan, up 37.13% year-on-year [2] - The company has distributed a total of 1.622 billion yuan in dividends since its A-share listing, with 930 million yuan distributed in the last three years [3] - The company primarily engages in pumped storage (66.22% of revenue), peak regulation hydropower (26.73%), and new energy storage (5.38%) [1]

格隆汇11月23日丨能辉科技(301046.SZ)公告，近日，上海能辉科技股份有限公司(以下简称"公司")以全 资子公司为签约主体与X公司签署了"新能源动力电池总成合同"，合同预估总价10,014.63万元(含税)， 最终合同金额以结算金额为准。根据《深圳证券交易所创业板股票上市规则》《深圳证券交易所上市公 司自律监管指引第2号——创业板上市公司规范运作》及《公司章程》等相关规定，本次签订合同为日 常经营合同，无需提交公司董事会及股东会审议。本事项不构成关联交易，亦不构成《上市公司重大资 产重组管理办法》规定的重大资产重组。 同时，为了应对不同场景，自主研发了侧向有轨换电机器人(RGV)以及顶吊换电机器人，业务场景覆盖 矿山、码头、大型物流园区及停车场服务区等。公司致力于构建完整的充换电生态，包括动力电池总 成、充换电机器人、充换电站建设及智能运营服务等，提供设备、软件、运维服务。 公司深耕新能源领域，坚持"绿色事业、定能辉煌"的发展信念，在光伏行业"内卷化"竞争的挑战下，公 司实施"反内卷"策略，管理层通过组织变革和精细化管理提升管理效率，并积极拓展新兴业务充换电板 块，以行业领先的换电的技术和重卡电池动力 ...

Core Viewpoint - The company, Nenghui Technology, has signed a contract worth approximately 100.15 million yuan for a new energy power battery assembly, indicating its commitment to expanding its operations in the new energy sector [1] Group 1: Contract Details - Nenghui Technology signed a contract with Company X through its wholly-owned subsidiary, with an estimated total price of 100.15 million yuan (including tax) [1] - The final contract amount will be determined based on the settlement amount, and this contract is classified as a routine business contract, not requiring board or shareholder approval [1] Group 2: Business Strategy - The company is focused on the new energy sector, adhering to the development belief of "green business, definitely brilliant" [1] - In response to the competitive challenges in the photovoltaic industry, the company has implemented an "anti-involution" strategy, enhancing management efficiency through organizational changes and refined management [1] - The company is actively expanding its emerging business in the charging and battery swapping sector, leveraging its leading technology in battery swapping for heavy-duty trucks [1] Group 3: Technological Innovations - The company has developed the "Little Ant" trackless intelligent charging and swapping robot (AGV2.31), which is the first in China with independent intellectual property rights and practical application [2] - This robot utilizes various innovative technologies such as AI visual recognition, path planning, and SLAM laser positioning, enabling it to perform battery swaps for heavy-duty trucks weighing up to three tons in just three minutes [2] - The company has also developed other types of battery swapping robots to cater to different scenarios, including side-mounted rail and overhead swapping robots, covering applications in mines, ports, large logistics parks, and service areas [2] Group 4: Ecosystem Development - Nenghui Technology aims to build a complete charging and swapping ecosystem, which includes power battery assemblies, charging and swapping robots, charging station construction, and intelligent operation services [2]

Core Viewpoint - The article emphasizes the importance and potential of virtual power plants (VPPs) in enhancing power supply reliability, promoting renewable energy consumption, and improving the electricity market system, with specific targets set for their development by 2027 and 2030 [2]. Group 1: Overview of Virtual Power Plants - Virtual power plants are defined as new operational entities that collaboratively participate in optimizing the power system and engaging in electricity market transactions [2]. - By 2027, the national regulation capacity of virtual power plants is expected to exceed 20 million kilowatts, and by 2030, it should reach over 50 million kilowatts [2]. Group 2: Training Details - A training session on virtual power plant investment, construction, and operation is scheduled for December 17-18, 2025, in Guangzhou [3]. - The training is organized by China Energy News and supported by the China Energy Economic Research Institute [3]. Group 3: Target Audience and Topics - The training is aimed at various stakeholders, including power generation companies, grid enterprises, energy storage companies, and research institutions [4]. - Key topics to be covered include the technical overview of virtual power plants, their latest developments, application scenarios, key technologies, challenges, and case studies [4]. Group 4: Training Costs and Contact Information - The training fee is set at 3,900 yuan per person, excluding transportation and accommodation [4]. - Contact information for inquiries includes two representatives from the organizing body [4].

Core Viewpoint - The article emphasizes the importance and potential of virtual power plants (VPPs) in enhancing power supply reliability, promoting renewable energy consumption, and improving the electricity market system, with specific targets set for their development by 2027 and 2030 [2]. Group 1: Overview of Virtual Power Plants - Virtual power plants are defined as new operational entities that collaboratively participate in optimizing the power system and engaging in electricity market transactions [2]. - By 2027, the national regulation capacity of virtual power plants is expected to exceed 20 million kilowatts, and by 2030, it should surpass 50 million kilowatts [2]. Group 2: Training Details - A training session on virtual power plant investment, construction, and operation will be held from December 17 to 18, 2025, in Guangzhou [3]. - The training is organized by China Energy News and supported academically by the China Energy Economic Research Institute [3]. Group 3: Target Audience and Topics - The training is aimed at various stakeholders, including power generation companies, grid enterprises, energy storage companies, and large energy-consuming institutions, as well as research institutions and investment firms [4]. - Key topics to be covered in the training include the technical overview of virtual power plants, their latest developments domestically and internationally, application scenarios, key technologies, challenges and solutions, standard system construction, and case studies [4]. Group 4: Training Costs and Contact Information - The training fee is set at 3,900 yuan per person, excluding transportation and accommodation costs [4]. - Contact information for inquiries includes two representatives, Wang and Yang, with their respective phone numbers provided [4].