文 | 采日能源 近日，由中核集团投资建设的 嘉峪关独立储能项目 成功完成调试并实现并网。 作为储能系统的核心供应商， 采日能源为该电站提供了自主研发的高性能磷酸铁锂储能电池系统 ，以安全、高效、长寿命的储能解决方案，助 力项目顺利投运 ，为西北地区电网调峰、新能源消纳与新型电力系统建设提供了关键技术支撑。 该项目位于嘉峪关市西端， 总投资约12亿元 ，占地面积约162亩，规模达 500MW/1000MWh ，单次可储电100万千瓦时，每小时充放电50 万千瓦时，通过一回330kV线路接入嘉峪关市嘉西光伏产业园索通百万光伏汇集站，实现与电网的灵活互动与高效融合。 项目核心 采用 "超级电容+规模化储能"创新技术路线 ，超级电容器件具备毫秒级响应、10万次以上循环寿命及-40°C至60°C宽温域适应能力 ，有效平抑新能源发电波动，提升电网调峰调频水平。 作为甘肃省 "十四五"新型储能试点示范项目 ，嘉峪关独立储能电站的建成投运，将有效提升电力系统供电可靠性与电网调节能力，显著改善新 能源发电并网质量。 其中， 采日能源自主研发的储能电池系统，凭借其优异的循环性能、可靠的系统安全设计和高效的智能温控管理，在项目中 ...

Core Viewpoint - The article outlines the list of key provincial engineering projects in Shanxi for 2026, emphasizing the focus on energy transition and sustainable development through various projects in renewable energy and advanced energy technologies [2]. Energy Transition Projects - A total of 629 major engineering projects are included in the list, with 174 projects specifically related to energy transition [2][3]. - The largest category within energy transition projects is flexible energy storage and regulation, comprising 38 projects [2][3]. - Other categories include wind and solar power (19 projects), advanced coal power (9 projects), green electricity parks (15 projects), and modern coal chemical projects (12 projects) [3][12]. Flexible Energy Storage Projects - The 38 flexible energy storage projects include various types such as pumped storage, new energy storage, battery swap stations, and ultra-high voltage projects [2][4]. - Key locations for new energy storage projects are distributed across cities including Datong, Xinzhou, Jinzhong, Yangquan, Changzhi, Jincheng, Linfen, Yuncheng, and Lüliang [2][4][5]. Green Electricity Parks - There are 15 projects dedicated to the establishment of green electricity parks, aimed at integrating renewable energy sources into local industries [6][7]. - Notable projects include the integrated green electricity direct connection pilot project in Yangquan and the green electricity park construction in various cities [6][7]. Coal Supply and Storage Projects - The list includes 22 projects focused on coal production, supply, storage, and sales, highlighting the ongoing importance of coal in the region's energy landscape [6][8]. - Projects aim to enhance the efficiency and sustainability of coal operations across Shanxi [6][8]. Advanced Energy Equipment - There are 24 projects related to advanced energy equipment, which are crucial for supporting the energy transition and improving energy efficiency [6][18]. - These projects include the production of high-performance materials for energy applications and the development of smart energy technologies [6][18]. Non-Conventional Natural Gas Projects - The list features 12 projects aimed at increasing the production and storage of non-conventional natural gas, reflecting a shift towards diversifying energy sources [6][17]. - These projects are essential for enhancing energy security and reducing reliance on traditional fossil fuels [6][17].

Group 1 - Morgan Stanley has set a target price of 180 RMB for Suyuan Electric (002028.SZ) and 650 HKD for CATL H-shares (03750), with a target price of 520 RMB for CATL A-shares (300750.SZ), all rated as "Overweight" [1] - Suyuan Electric and CATL have signed a three-year memorandum of understanding for energy storage cooperation, aiming for a collaboration of 50 GWh [1] - Morgan Stanley believes this cooperation indicates Suyuan Electric's intention to expand its energy storage system business, potentially generating approximately 20 billion RMB in annual revenue if the related capacity is fully realized [1] Group 2 - Although Suyuan Electric's current energy storage business scale is relatively small, its market share is continuously expanding [1] - The company's relationships with grid and renewable energy operators facilitate cross-selling of power equipment and energy storage solutions [1] - Suyuan Electric's foundation in super-capacitors also aids in the development of differentiated energy storage products [1] Group 3 - For CATL, while the scale of this contract is not particularly significant compared to its overall business volume, the collaboration with Suyuan Electric is expected to further solidify CATL's position in the energy storage market [1]

Core Viewpoint - The article emphasizes the critical importance of power supply safety in coal mining, particularly in complex environments like Guizhou, where geological conditions pose significant risks to operations [1][3]. Group 1: Industry Challenges - Coal mines in Guizhou face extreme challenges due to complex geological conditions, high gas content, and the potential for external power grid failures, which can severely impact essential systems like ventilation and communication [3]. - The need for reliable emergency responses in such environments is paramount, as any power outage can exacerbate safety risks, especially in high gas mines [3]. Group 2: Project Implementation - A 2.5MW/3.343MWh emergency power storage project was successfully implemented in a Guizhou coal mine, developed in collaboration with Suzhou Inovance Technology Co., and has become a benchmark case for energy storage applications in coal mining [3]. - The project utilizes advanced liquid cooling energy storage systems designed to operate reliably in harsh conditions, ensuring stable performance under high temperature, humidity, and dust [4]. Group 3: Safety and Efficiency - The project features a product design and EMS control strategy tailored to coal mine safety standards, allowing for rapid switching to emergency mode during power grid failures, thus maintaining power supply to critical loads [6]. - This approach effectively mitigates safety risks associated with power outages, ensuring continuous operation of essential systems like ventilation fans and gas extraction pumps [6]. Group 4: Economic Benefits - The Guizhou Provincial Energy Bureau announced funding incentives for coal mines that establish emergency energy storage systems, aiming to enhance power supply reliability and reduce risks associated with gas exceedance during outages [7]. - The energy storage project not only ensures stable power supply but also enables clients to leverage peak and off-peak pricing mechanisms for significant economic benefits, maximizing project value [7]. Group 5: Future Outlook - The article highlights the broader implications of energy storage technology in enhancing safety in high-risk environments, asserting that valuable technology is reflected in its impact on social production and safety [8]. - The company aims to deepen its "Energy Storage + X" strategy, accelerating technological innovation to build a safer, more efficient, and intelligent energy ecosystem [8].

Core Viewpoint - The article discusses the intersection of China's "dual carbon" goals and the rapid growth in computing power demand driven by digital technologies, highlighting the challenges of ensuring energy security while achieving low-carbon transitions and economic viability, referred to as the "impossible triangle" in the energy sector [1]. Group 1: Energy Transition and Computing Power Demand - The global computing power is expected to grow nearly tenfold from 2020 to 2030, with data centers projected to consume 1500 TWh of electricity annually, equivalent to the annual electricity consumption of approximately 500 million households in China [3]. - The characteristics of Advanced Intelligent Data Centers (AIDC) differ significantly from traditional Internet Data Centers (IDC), with increasing power density and a shift towards 800V high-voltage direct current power supply systems due to efficiency and space constraints [5]. Group 2: Green Transition and Energy Infrastructure - AIDC requires not only "more electricity" but also "more economical, stable, and cleaner electricity," leading to a structural mismatch between the speed of computing power growth and the construction cycle of power grid infrastructure [7]. - The concept of "green electricity direct connection" is gaining attention, which involves building a local energy architecture that connects renewable energy sources directly to loads, incorporating energy storage to address the volatility of renewable energy and the impact of computing loads [7]. Group 3: Solutions and Innovations - A new green electricity direct connection system solution for AIDC was recently launched, based on 10 GWh of operational assets, proposing a model that integrates energy storage systems on both the power supply and load sides to support sustainable development of computing infrastructure [9]. - The "Ronghe·Xuanwu 2.0 DC" energy storage system offers high-efficiency native adaptation to 800V DC data center bus, with rapid power response capabilities and long-duration backup power, enhancing the safety of AIDC power supply [11]. - The "Ronghe·Yinglong 5.0" and "Enprime-C Plus" 6.25 MWh grid-connected energy storage systems are designed to meet the urgent demand for large-scale clean electricity and economic pressures, enabling green electricity direct connection and reducing carbon footprints and electricity costs [11]. Group 4: Future Outlook - With the green electricity direct connection model, AIDC is evolving from a mere "data center" to a "computing power plant," becoming a flexible producer and consumer in the new power system [14]. - The challenge of solving the energy "impossible triangle" is not only a technical competition but also a test of industry understanding and strategic endurance, emphasizing the need for companies to deeply understand the essence of power systems and effectively convert data into value [14].

Core Viewpoint - Morgan Stanley has set a target price of 180 RMB for Suyuan Electric (002028) and 650 HKD for CATL (300750.HK), with a target price of 520 RMB for CATL A-shares (300750.SZ), all rated as "Overweight" [1] Group 1: Suyuan Electric - Suyuan Electric and CATL have signed a three-year memorandum of understanding for energy storage cooperation, targeting a collaboration of 50 GWh [1] - This partnership indicates Suyuan Electric's intention to expand its energy storage system business, potentially generating approximately 20 billion RMB in annual revenue if capacity is fully realized [1] - Although Suyuan Electric's current energy storage business is relatively small, its market share is continuously increasing [1] Group 2: Market Relationships - The company's relationships with grid operators and renewable energy operators facilitate cross-selling of power equipment and energy storage solutions [1] - Suyuan Electric's foundation in super-capacitors will aid in the development of differentiated energy storage products [1] Group 3: CATL - For CATL, while the scale of this contract is not particularly significant compared to its overall business volume, the collaboration with Suyuan Electric is expected to further solidify CATL's position in the energy storage market [1]

日本根本特殊化学株式会社创⽴于194 1年 ，NEMOTO ⽓体传感器业务始于 1978 年，以电离式烟雾传感器的研发开启发展征程。自 1 941 年成⽴以来，公司深耕安全、安保与健康领域，以持续创新的技术为社会发展贡献⼒量。 业务介绍 核心产品涵盖 NEMOTO 气体传感器、湿度传感器、烟尘泄漏检测器及发光防伪材料。历经数⼗年技术沉淀，如今公司打造的催化燃烧 式、电化学式两⼤核⼼系列⽓体传感器，已⼴泛应⽤于电池储能、隧道、供⽔设施、停⻋场、建筑物、⼯⼚等多元场景，更成功进驻国 际空间站，彰显卓越品质与技术实⼒。 近日， 根本特殊化学株式会社 完成入会流程，正式成为中关村储能产业技术联盟会员单位。 公司简介 文 | 中关村储能产业技术联盟 深耕储能领域，针对氢⽓检测核⼼需求， NEM OTO 创 新推出 接触燃烧式氢⽓传感器 NA P - 90 H 。该产品兼具 优异 的反应速度与 ⻓期稳定性 ， 检测范围覆盖 1p p m ⾄ 100 v ol % ，可全⾯匹配 BE S S（电池储能系统） 的氢⽓监测 需求。 | 필号 | NAP-90H | | --- | --- | | 检测原理 | 接触燃烧式 | ...

步入交易时代，行业如何穿越风险、破解痛点？ 第一财经对话中关村储能产业技术联盟创始人兼常务副理事长俞振华，详解产业破局之道。 储能火爆背后的产业逻辑与发展困局 第一财经 ： 我 们看到 过去一年 的储能行业异常火爆，尤其在政策取消了强制配储之后，市场仍保持高速增长。我们应如何看待这一现象背后的底层逻 辑？ 俞振华 ： 从增长规模看，'十四五'期间预计将较'十三五'实现32倍增长，仅去年便贡献了300%的新增量。这一爆发得益于2021年风光平价上网后，技术 进步带动的新能源与储能成本双降。绿电性价比的提升，直接催生了储能配置的刚性需求。 在应用场景层面，'136号文'彻底重塑了行业的增长逻辑。 以往无论是直接强配还是容量租赁，核心动力皆源于政策强制。而随着'136号文'发布，电力现货、辅助服务等细则在多省取得突破，业界期盼已久的容 量机制也终于落地。正是这些市场化机制，接棒'强配'支撑了行业的持续增长。同时，得益于电芯技术与EPC解决方案的整体迭代，储能终于在诸多场景 下具备了真实的投资价值。 直面挑战， 储能的商业模式将发生哪些变化？ 文 | 中关村储能产业技术联盟 在全球能源转型背景下，储能已由新能源系统中 ...

Group 1: Core Insights - China is steadily advancing its "dual carbon" goals, with the construction of a new power system dominated by renewable energy becoming the core path for energy transition [1] - The intersection of the digital technology revolution, represented by artificial intelligence, and the urgent demand for computing power presents unprecedented challenges for the energy system in terms of safety, greenness, and economic viability [1] - The energy sector is undergoing a profound transformation from "product thinking" to "systemic thinking" to address the "impossible triangle" of ensuring reliable electricity while balancing low-carbon transition and economic efficiency [1] Group 2: Computing Power Demand - Global computing power is expected to grow nearly tenfold from 2020 to 2030, with data centers projected to consume 1500 TWh of electricity annually, equivalent to the annual electricity consumption of approximately 500 million households in China [2] - The demand for computing power is evolving traditional data centers into a "new load monster," characterized by high power and strong fluctuations during peak usage [2][4] Group 3: Energy Transition Requirements - The transition to green energy necessitates not only "more electricity" but also "more economical, stable, and cleaner electricity," highlighting the structural misalignment between the pace of computing power growth and the infrastructure development of the power grid [6] - The industry is re-evaluating the role of advanced intelligent data centers (AIDC) within the energy system, with "green electricity direct connection" emerging as a frequently discussed solution [6] Group 4: Solutions and Innovations - A comprehensive green electricity direct connection system solution for AIDC has gained significant attention, based on 10 GWh of operational assets and practical experience across various scenarios [7] - The newly launched AIDC high-voltage direct current storage product, "Ronghe Xuanwu 2.0DC," features rapid power response capabilities and can provide dynamic capacity increase and long-duration backup power [9] - The upgraded "Ronghe Yinglong 5.0" and "Enprime-C Plus" 6.25 MWh grid-connected storage systems are designed to meet the urgent demand for large-scale clean electricity while reducing carbon footprints and electricity costs [9] Group 5: Future Outlook - AIDC, equipped with green electricity direct connection capabilities, is evolving from a mere "data center" to a "computing power plant," becoming a flexible consumer and producer in the new power system [12] - The challenge of solving the energy "impossible triangle" is not only a technical competition but also a test of industry understanding and strategic endurance [12] - Companies that truly comprehend the essence of power systems and excel in transforming data into value will be best positioned to build a secure, green, and economical energy infrastructure in the face of the surging demand for computing power [12]

该实验室是国家部委面向电化学储能全过程安全技术研究和实战应用建成运行的首个大型专业实验室，是应急管理部批准创建的第二 批重点实验室中首批通过验收、纳入运行序列的实验室，也是国家电投首个正式运行的应急管理部重点实验室，彰显了新源智储在电 化学储能安全领域的技术实力和行业影响力。 电化学能源消防安全联合创新应急管理部重点实验室"于2024年8月27日获批创建，建设期1年。中国电力高度重视重点实验室建设工 作，高规格、严要求，对标国家级科技创新平台建设标准打造"标杆"实验室。面对"零经验、时间紧"的挑战，新源智储作为实验室牵 头单位主动发挥引领作用，迅速集结核心骨干组建专项攻坚团队，按计划扎实推进各项建设任务： 近日，应急管理部办公厅印发了《关于发布应急管理部重点实验室(第二批)验收结果的通知》，新源智储牵头创建的"电化学能源消防 安全联合创新应急管理部重点实验室"通过验收，正式纳入应急管理部重点实验室运行序列。 发布第一批开放课题指南； 2025年8月 举行第一届学术委员会成立大会暨第一次全体会议，完成实验室建设预验收； 2025年10月 迎接应急管理部组织的现场考核验收； 2024年9月 提交实验室建设任务书； ...