全球首个"双塔一机"光热储能电站投入运行，光热发电技术持续突破。 2）绿氢、绿氨、绿醇制备：在风光氢氨醇一体化模式中，公司可参与熔盐储能设备及余热炉、换热器 的设备供应。公司已在远景赤峰零碳氢氨项目熔盐产汽撬块供货，将不断扩展在绿氨、绿醇产业的应 用；3）热化学储热：利用高温烟气余热、低谷电加热进行高温储热，用于工业供热或发电等场景； 4）电池储能：投资SOFC 企业臻泰能源和锂电企业博时新能源、参股全钒液流电池企业德海艾科，同 时公司崇贤基地可建设全钒液流储能电站。 盈利预测与估值：不考虑潜在的十五五光热发电以及核电超额增量的情况下，综合预计公司2025-2027 年归母净利润4.23/5.50/7.00 亿元，对应当前33.5x/25.8x/20.3xPE，公司24/23 年经营性现金流净额分别 为5.68/3.08 亿元，在手货币现金34.13 亿元（非募投募集资金，截至25 中报），公司财务基本面优秀， 主业盈利能力不断改善，我们预判随着十五五期间光热电站建设、核电建设、新型储能建设相关订单落 地，公司盈利能力有望实现超预期的表现，提高评级至"强烈推荐"评级。 风险提示：业务拓展不及预期、订单不及预期 ...

Core Viewpoint - The article discusses the "New Energy Storage Scale Construction Special Action Plan (2025-2027)" issued by the National Development and Reform Commission and the National Energy Administration, aiming for significant advancements in new energy storage by 2027, including marketization, technological innovation, and a multi-dimensional energy storage system to support green energy transition [2]. Group 1 - The new energy storage capacity in China is expected to reach 73.76 million kilowatts by the end of 2024, reflecting rapid development since the "14th Five-Year Plan" period [3]. - The first regional energy storage peak regulation system in China has been established in Jiangsu, integrating various storage technologies to stabilize grid load fluctuations [3]. - During the peak summer period, the Jiangsu energy storage system was utilized over 14,000 times, with a total charge and discharge volume exceeding 25 billion kilowatt-hours, equivalent to adding 10 million-kilowatt coal-fired power plants [3]. Group 2 - The National Energy Administration plans to add over 100 million kilowatts of new energy storage capacity from 2025 to 2027, aiming for a total capacity of over 180 million kilowatts by the end of 2027 [4]. - The action plan emphasizes the integration of "new energy + storage" in market transactions and encourages local exploration of auxiliary service varieties to enhance the market mechanism for energy storage [4].

"十四五"时期以来，新型储能快速发展，截至2024年底，全国新型储能装机达7376万千瓦。 随着新能源快速发展，系统调峰、电力保供压力不断增大。作为重要的灵活性调节资源，新型储能作用 日益凸显。9月15日，我国首个区域储能调峰体系在江苏建成。该体系整合了新型储能集中调用、抽水 蓄能科学调配、电动汽车接网备用等多形态储能调峰技术，能有效平抑电网负荷波动。 近日，国家发展改革委、国家能源局联合印发《新型储能规模化建设专项行动方案（2025—2027年）》 （以下简称《行动方案》）提出，2027年，新型储能基本实现规模化、市场化发展，技术创新水平和装 备制造能力稳居全球前列，市场机制、商业模式、标准体系基本成熟健全，适应新型电力系统稳定运行 的多元储能体系初步建成，形成统筹全局、多元互补、高效运营的整体格局，为能源绿色转型发展提供 有力支撑。 作为经济大省和用能大省，江苏最大用电负荷已超1.56亿千瓦。同时，随着超1亿千瓦的新能源并网， 白天光伏发电量大时用电压力低，傍晚光伏发电骤降时用电压力急剧攀升。"这种陡升陡降的负荷特 性，给电网安全运行带来巨大挑战。"国网江苏省电力有限公司调度控制中心调度运行处处长仇晨光表 ...

经济日报记者 王轶辰 近日，国家发展改革委、国家能源局联合印发《新型储能规模化建设专项行动方案（2025—2027 年）》（以下简称《行动方案》）提出，2027年，新型储能基本实现规模化、市场化发展，技术创新水 平和装备制造能力稳居全球前列，市场机制、商业模式、标准体系基本成熟健全，适应新型电力系统稳 定运行的多元储能体系初步建成，形成统筹全局、多元互补、高效运营的整体格局，为能源绿色转型发 展提供有力支撑。 "十四五"时期以来，新型储能快速发展，截至2024年底，全国新型储能装机达7376万千瓦。 随着新能源快速发展，系统调峰、电力保供压力不断增大。作为重要的灵活性调节资源，新型储能 作用日益凸显。9月15日，我国首个区域储能调峰体系在江苏建成。该体系整合了新型储能集中调用、 抽水蓄能科学调配、电动汽车接网备用等多形态储能调峰技术，能有效平抑电网负荷波动。 作为经济大省和用能大省，江苏最大用电负荷已超1.56亿千瓦。同时，随着超1亿千瓦的新能源并 网，白天光伏发电量大时用电压力低，傍晚光伏发电骤降时用电压力急剧攀升。"这种陡升陡降的负荷 特性，给电网安全运行带来巨大挑战。"国网江苏省电力有限公司调度控制中心 ...

近日，国家发展改革委、国家能源局联合印发《新型储能规模化建设专项行动方案（2025—2027年）》 （以下简称《行动方案》）提出，2027年，新型储能基本实现规模化、市场化发展，技术创新水平和装 备制造能力稳居全球前列，市场机制、商业模式、标准体系基本成熟健全，适应新型电力系统稳定运行 的多元储能体系初步建成，形成统筹全局、多元互补、高效运营的整体格局，为能源绿色转型发展提供 有力支撑。 "十四五"时期以来，新型储能快速发展，截至2024年底，全国新型储能装机达7376万千瓦。 随着新能源快速发展，系统调峰、电力保供压力不断增大。作为重要的灵活性调节资源，新型储能作用 日益凸显。9月15日，我国首个区域储能调峰体系在江苏建成。该体系整合了新型储能集中调用、抽水 蓄能科学调配、电动汽车接网备用等多形态储能调峰技术，能有效平抑电网负荷波动。 作为经济大省和用能大省，江苏最大用电负荷已超1.56亿千瓦。同时，随着超1亿千瓦的新能源并网， 白天光伏发电量大时用电压力低，傍晚光伏发电骤降时用电压力急剧攀升。"这种陡升陡降的负荷特 性，给电网安全运行带来巨大挑战。"国网江苏省电力有限公司调度控制中心调度运行处处长仇晨光表 ...

今 晚 8 点 半 ， 锁 定 CCTV- 2 央 视 财 经 《 国 内 外 需 求 叠 加 新 型 储 能 市 场 " 一 芯 难 求"》。 记者将深入储能企业生产线、项目现场展开实地调研，对话行业龙头负责人与权威专家， 带你全方位揭秘新型储能行业的供需实况、盈利逻辑与未来前景。 以下中关村储能产业技术联盟常务理事单位领导接受了采访： 陈海生 中关村储能产业技术联盟理事长 张剑辉 北京海博思创科技股份有限公司董事长 连湛伟 新源智储能源发展（北京）有限公司董事长 田庆军 远景储能总裁 ESIE 2026 储能产业发展的风向标 文 | 中关村储能产业技术联盟 国家发展改革委、国家能源局近日发布《新型储能规模化建设专项行动方案》，到2027 年，中国新型储能装机规模将达到1 . 8亿千瓦以上，新型储能规模化发展迎来新的重要拐 点。 预定展位详情咨询： 曹先生 13 5 5 2 7 1 2 1 8 9 王先生 13 5 8 1 8 8 5 5 2 0 李先生 13 5 8 1 7 4 1 6 8 0 相关阅读 重磅 | 2027新型储能装机180GW！两部门印发新型储能规模化建设专项行动方案 储能10项！国家能 ...

Group 1 - The provincial government emphasizes the importance of learning and implementing the key speeches and instructions from General Secretary Xi Jinping, focusing on enhancing enterprise services and promoting green and low-carbon transformation [1] - The government aims to strengthen high-quality development advantages, ensuring continuous and stable economic growth while improving quality [1] - The new energy storage industry demonstration base is highlighted, with a call for accelerated project construction and collaboration among upstream and downstream enterprises [1] Group 2 - The government stresses the need for strict implementation of forest protection measures, including the protection of ancient trees and the establishment of genetic resource banks [2] - There is a focus on enhancing fire prevention capabilities and optimizing defense measures in forest areas to ensure safety [2] - The overall economic performance of Tai'an is reported to be positive, with an emphasis on high-quality development, effective investment, and improving service quality [2]

Core Viewpoint - The importance of new energy storage and new power systems is increasing in the context of global energy green and low-carbon transformation, with Chinese energy storage companies exploring "indirect overseas expansion" strategies to navigate international challenges and enhance their global presence [1][3]. Group 1: Industry Trends - The global installed capacity of energy storage is expected to reach approximately 270 GW by 2026, making overseas markets a critical battleground for China's new energy storage industry [3]. - The Guangdong province has established a comprehensive energy storage industry chain covering battery materials, energy storage cells, inverters, system integration, and recycling, with significant investments and project developments underway [7]. - The new energy storage industry in Guangdong has seen a total investment exceeding 340 billion yuan, with an expected annual output value of over 700 billion yuan upon reaching full production [7]. Group 2: Strategic Approaches - Companies are adopting "indirect overseas expansion" by providing key materials and core components to downstream system customers, leveraging their channels and networks for efficient market entry [1][4]. - A total of 22 new energy storage ecosystem companies, including Huawei and Southern Power Grid, signed agreements to explore innovative models for industry expansion and zero-carbon development, focusing on advanced technologies like solid-state batteries and sodium-ion batteries [2][4]. - The establishment of industry alliances is enabling companies to transform single-point technological breakthroughs into comprehensive engineering capabilities and market supply strength for global expansion [4][6]. Group 3: Policy and Support - The Guangdong government has introduced a "1+N+N" policy package to support the new energy storage industry, covering aspects such as industrial planning, technological innovation, and financial support [8]. - The Guangdong New Energy Storage Industry Investment Fund has been established with an initial scale of 5 billion yuan, focusing on investments in semi-solid/solid-state batteries, sodium-ion technology, hydrogen storage, and high-end equipment manufacturing [8]. - The establishment of the National New Energy Storage Innovation Center aims to promote technological breakthroughs and industry collaboration, creating a comprehensive innovation platform for the energy storage sector [6].

资讯汇总 [table_Header]2025.09.23 【行业 ESG 周报】我国首个碳捕集领域国际标准发布，世界气象组 织报告警示全球水循环日益紊乱 产业研究中心 摘要： （3）中国碳中和发展力指数连续五年发布。作为全国首个以系统化、长 期化方式跟踪评估各省市碳中和战略进展的权威指数，自 2021 年首次发 布以来，该成果已连续五年向社会公布，全面呈现了我国在"双碳"战略 引领下经济社会广泛而深刻的系统性变革，也为"十四五"收官和"十五 五"开局阶段提供了重要参考。 | [Table_Authors] | 赵子健(分析师) | | --- | --- | | | 021-38032292 | | | zhaozijian@gtht.com | | 登记编号 | S0880520060003 | | | 王佳(分析师) | | | 010-83939781 | | | wangjia7@gtht.com | | 登记编号 | S0880524010001 | | | 蔡晨(分析师) | | | 021-38031023 | | | caichen@gtht.com | | 登记编号 | S08805250 ...

Group 1 - The conference on new energy storage and new power system industry ecosystem was held in Guangzhou, aiming to build a high-level international cooperation platform and expand the global new energy market layout [1] - The event was co-hosted by the National New Energy Storage Innovation Center and Huawei Technologies, with support from Southern Power Grid Electric Technology Co., Ltd. [1] - The strategic positioning of the conference is to enhance China's voice and influence in the global new energy storage and new power system sectors [1] Group 2 - The director of the National New Energy Storage Innovation Center emphasized that new power systems are key to optimizing energy systems, and new energy storage is crucial for global energy transition [3] - The White Cloud District is actively supporting diverse technological developments in energy storage, including lithium, sodium, solid-state, supercapacitor, and flow battery technologies [3] - Guangdong Power Grid is focusing on deepening the construction of new power systems and accelerating digital and green transformation [3] Group 3 - The conference introduced overseas complete solutions for new power systems and highlighted the integration of new energy storage industry ecosystems and international cooperation [4] - A new generation of all-scenario energy storage battery technology was launched, addressing the diverse global demand for energy storage products [6] - The National New Energy Storage Innovation Center aims to achieve breakthroughs in 20 key common technologies and incubate 60 innovative enterprises within three years, driving a hundred billion yuan in output value [6] Group 4 - The conference released the "New Power System Cooperation Initiative," establishing an international cooperation mechanism to assist Chinese enterprises in high-quality global expansion [7] - A new generation of carrier communication industry alliance was formed to promote the transition of the new energy storage industry from technology leadership to ecological leadership [9] - The conference marked a significant step towards the internationalization, scaling, and ecological development of China's new energy industry [9]