（原标题：专访周大地："十五五"新型电力系统重塑，新能源与储能迎新机遇） 21世纪经济报道记者雷椰 李德尚玉 实习生王怡茵 北京报道 距离"十四五"规划收官已不足半年。 日前，国务院新闻办举行"高质量完成'十四五'规划"系列主题新闻发布会，国家能源局介绍了"十四 五"时期能源高质量发展成就。"十四五"期间，我国非化石能源消费目标将超额完成，终端用能电能比 重已达30%左右，能源投资年破万亿元。 围绕"十四五"能源转型成果、"十五五"规划方向等热点话题，近日，国家气候变化专家委员会委员，国 家"十四五"规划专家委员会委员，中国能源研究会学术顾问、原副理事长，国家发展改革委能源研究所 原所长周大地接受21世纪经济报道记者专访。 周大地表示，"十四五"时期我国能源转型已取得系统性突破，为碳达峰奠定坚实基底。面对"十五五"实 现碳达峰目标的关键时期，出路是大力发展新能源，需严格限制煤炭消费并大力发展非化石能源，通过 风光核储等零碳电力发展全面替代化石能源增量。转型需政策与市场协同发力，构建以高比例可再生能 源为核心的新型电力系统，同时推动储能规模化应用，在条件成熟的终端用能推广电气化，确保能源结 构优化与系统安全稳定 ...

曼恩斯特（301325.SZ）9月10日在投资者互动平台表示，公司在储能领域构建了以集中式储能为核心业 务、工商业储能及户用储能产品为主力业务的多层次产品矩阵，覆盖下游电源侧、电网侧和用户侧全应 用场景。 （文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：公司在储能领域有哪些布局？ ...

关注公众号，点击公众号主页右上角" ··· "，设置星标 "⭐" ，关注 鑫椤锂电 资讯~ 本文来源： 鑫椤锂电 2025 年 9 月 10 日，以 " 海外新风口 &国内投标装机 大揭秘 " 为主题的直播活动顺利开展， 鑫椤资讯 储能研究员 朱志翔 预测 了储能电芯及系统价格 、 分析了 海外储能市场火爆背后的原因 ， 并对 下半年 国内招投标市场和全年装机 进行了 预测，为行业发展提供了关键参考。 电芯与系统价格短期波动，竞争日趋激烈 近期，储能电芯价格出现短期波动，主要受海外订单阶段性释放和国内中标需求持续走高的影响，导致短 期内供需失衡。 同时， 6月底碳酸锂价格的上涨也对电芯成本产生了一定影响，但由于涨幅在碳酸锂价格联动机制风险可 控范围内，并未成为价格上涨的主要原因。 储能系统方面，自 531抢装潮后，价格虽随电芯价格上涨有所反弹，但整体仍保持下行趋势。 中东地区成为储能市场的新热点。 各系统厂商之间的竞争异常激烈，价格难以大幅反弹。头部厂商通过量产大容量电芯，在 4小时储能项目 报价中展现出强大竞争力，最低报价已跌破0.4元/Wh。 头部厂商竞争激烈，大容量电芯成关键 在市场竞争格局方面，头部储 ...

Group 1: Solid-State Battery Industry - The solid-state battery industrialization is progressing with support from policies, material advancements, and application developments. Key companies to watch include Xiamen Tungsten, Tianqi Lithium, and others in the supply chain [2][3] - Major developments include the mass production of semi-solid batteries by Zhuhai Guanyu and the upcoming solid-state battery projects by Yiyuan Lithium Energy and others [2] Group 2: Domestic Energy Storage Systems - The domestic energy storage system bidding capacity reached 47.2 GWh in August 2025, reflecting a year-on-year increase of 2158% and a month-on-month increase of 1142%. Cumulative bidding for the year reached 144.1 GWh, up approximately 216% year-on-year [3] - The high demand for energy storage systems indicates a strong need for new power systems in China, laying a foundation for stable market development in 2026-2027. Key companies include Sungrow Power, Yiyuan Lithium Energy, and others [3] Group 3: AIDC Power Equipment Sector - AIDC power equipment companies are expected to benefit from increased capital expenditures, with Alibaba reporting a capital expenditure of 38.7 billion yuan in Q2 2025, up 220% year-on-year [3][32] - The demand for data center construction remains strong, and companies like Jinpan Technology and New Special Electric are positioned to gain from this trend [3][32] Group 4: Power Grid Equipment Sector - Power grid equipment companies are experiencing steady growth, with major firms maintaining robust performance in the first half of 2025. A surge in high-voltage bidding is anticipated in the second half of the year [4][42] - Key companies to focus on include Guodian NARI, Siyi Electric, and others, as they expand their product offerings and international presence [4][42] Group 5: Wind Power Sector - Wind power companies are seeing simultaneous increases in volume and profit, with significant growth in both onshore and offshore projects expected in the latter half of 2025 [4][59] - Companies like Goldwind Technology and Dongfang Cable are recommended for investment as they are well-positioned to benefit from this growth [4][59] Group 6: Investment Recommendations - The report suggests monitoring the recovery of the power grid equipment sector, the progress of offshore wind projects, the advancement of solid-state battery industrialization, and the global demand for energy storage installations [4]

当地时间9月9日-11日，北美地区最大的清洁能源展览会RE+ 2025在拉斯维加斯召开。作为 北美规模最大、全球极具影响力的新能源专业展会，每一届RE+都成为全球顶尖新能源企 业竞相展示实力的盛大秀场。海博思创此次以模块化大型储能系统及工商业储能户外柜为 主打，为北美市场带来储能应用一站式解决方案，覆盖北美及中南美洲的本地化团队亮相 展会，展现了海博思创在国际化道路上的成长速度，彰显了公司深耕美洲市场的决心。 突破传统架构，模块化技术平台引关注 拓展合作生态，业务机会不断实现新突破 在全球化布局进程中，海博思创始终坚持"技术输出+本地化运营"双轮驱动模式，深度拓展海外 市场。展会期间，海博思创团队与北美及中南美地区多家客户及合作伙伴深入沟通，促进达成务 实合作，为公司的国际化业务再铺新的台阶。 此次展会上，海博思创重点展出了今年全新推出的模块化技术平台MagicBlock，及该平台下首款 产品HyperBlock M，其创新设计与卓越性能表现，以及配套解决方案的展示，直观呈现了此款创 新产品在多场景中的高度灵活性和适配性。 HyperBlock M 突破性地采用了灵活组合的开放式系统架构，将传统 20 英尺集 ...

Group 1: Institutional Funds - Institutional funds are showing collaborative strength with significant growth in various sectors. Public funds saw a notable increase in new stock fund issuance in July, with the number and scale rising by 32.8% and 97.5% respectively compared to June. The second quarter saw major increases in holdings in the banking and TMT sectors [4][9][10] - Private equity funds also experienced a surge, with 1,591 new stock private equity funds launched in July, marking a 20.7% increase from June. The stock position has risen for three consecutive months, reaching 62.8% in July [4][15] - Insurance funds accelerated their market entry, with a net inflow of over 640 billion yuan into A-shares in the first half of the year. The allocation to stocks reached 3.1 trillion yuan, with a net inflow of 2.5 trillion yuan in Q2 [4][20][21] Group 2: Retail Investors - Retail investor activity has increased, with 265,000 new accounts opened on the Shanghai Stock Exchange in August, a 35% increase from July. However, this remains moderate compared to the peak in October 2024 [4][31] - The margin financing balance reached 2.2 trillion yuan, surpassing the 2015 high, but the overall leverage ratio remains healthy at 2.4% of the A-share market capitalization [4][31] Group 3: Foreign Capital - Foreign capital is returning to A-shares, with over 100 billion yuan flowing back in Q2 2025. From August 14 to August 20, foreign capital saw a net inflow of 6.98 billion yuan, marking a shift towards net inflows for the first time since mid-October 2024 [4][6] - The foreign capital primarily increased holdings in defensive assets with stable cash flows, such as finance and public utilities, as well as high-growth sectors like communication and biomedicine [4][6] Group 4: Market Outlook - The mid-term outlook for A-shares indicates a continued emphasis on high-quality equity allocation. Despite short-term volatility, the accumulation of positive factors in the industry and the ongoing policy implementation suggest a favorable environment for investment [4][6] - Key investment themes include the AI industry chain, advanced manufacturing sectors with international competitiveness, and new consumption areas benefiting from domestic policy support [4][6]

Group 1 - The core viewpoint of the article highlights the significant growth in China's new energy storage installation capacity in the first half of the year, along with an analysis of the price trends of energy storage cells and systems, and predictions for the domestic bidding and installation market [2][4][5] Group 2 - The live broadcast will cover the price forecast for energy storage cells and systems, the reasons behind the booming overseas energy storage market, and the overall installation forecast for the year [5][6][7] - The event is scheduled for September 10, 2025, at 15:30, and will be hosted on the Xinluo Lithium Battery video account [3][7]

一、储能电源概念： 储能电源，英文为"Energy Storage Power Supply"，是一种集电能采集、转换、存储、释放为一体的复合型供电系统，主要用于实现电能的削峰 填谷、动态调节、应急供电与能源独立管理。储能电源通过电池模组（如磷酸铁锂电池、钛酸锂电池等）将电能储存，并在需要时稳定输出直 流或交流电，为负载提供连续、可靠的供电保障。 1. 电池容量范围： 从3kWh~10MWh不等，家用型储能电源多在5~20kWh之间，而大型工商业储能电源系统可扩展至MWh级别，如一个标准 40尺集装箱储能电源可达2MWh。 2. 输出电压等级： 常见DC输出为48V、96V、384V，交流输出为单相220V或三相380V，支持市电直切或离网运行。 3. 输出功率： 小型便携式储能电源一般为500W~3000W，适用于户外应急和野营；大型储能电源系统可达50kW、100kW、500kW以上，满足 工业厂房、数据中心等持续高负载需求。 二、储能电源技术性能与核心指标： 一套高性能的储能电源系统，通常具备以下核心技术参数： 4. 电池循环寿命： 储能电源采用磷酸铁锂电池的储能电源循环寿命达6000次以上（80%DO ...

现存多数储能方案仍是一款产品应对不同工况，其性能与衰减模型均未针AI数据中心的特殊用电需求 打造，导致难以满足"全天候、高匹配、高可靠"的能源供给需求。针对这一痛点，海辰储能凭借深厚的 技术积淀与全场景定制化能力，推出了专为AIDC行业量身打造的储能解决方案，为AI数据中心应对能 耗挑战、提升绿电占比，加速向高效、绿色、安全方向转型开辟了新路径。 9月10日，在美国拉斯维加斯举办的全美规模最大、全球最具影响力的国际太阳能光伏储能展RE+2025 上，海辰储能以"The Future of AIDC in Energy Storage"为主题举行发布会，重磅发布了面向AI数据中心 (AIDC)的储能解决方案：∞Power6.25MWh8h锂电长时储能系统、∞Power N2.28MWh1h钠电储能系统， 以及AIDC储能系统专用寿命评估模型。该方案创新融合了锂电长时储能的稳定电力支撑和钠电的高倍 率峰值输出优势，不仅能满足数据中心对电力实时性和稳定性的严苛要求，还将帮助提升绿色电力使用 占比。这一全新解决方案标志着长时储能在数据中心领域应用的全新突破。 产品发布会现场 算力激增，能耗巨大，长时储能助力AIDC行 ...

2025年09月05日，南网储能2025年半年度业绩说明会在全景网顺利举行。出席本次业绩说明会的人员有 董事长刘国刚、董事、总经理李定林、独立董事杨璐、副总经理、总会计师高磊、董事会秘书钟林。 根据全景数据后台统计，在今天的交流过程中，来自全国多个省、市地区的投资者共向上市公司提问16 个，公司嘉宾共回答问题16个，答复率100.00%，充分实现了上市公司与投资者的良好互动。 以下为业绩说明会问答实录： 1、问：公司抽水蓄能电站的装机容量已达到千万千瓦比肩国投等水电龙头，请问抽水蓄能电站的盈利 模型是否可以类比水电站？公司的资本支出周期是怎么样的？未来抽水蓄能电站还有多少新增装机空 间？【征集问题】 回答：尊敬的投资者您好。抽水蓄能作为电力系统的重要调节性电源，具有调峰、调频、调压、系统备 用和黑启动等多种功能。与常规水电站的盈利机制不同，目前公司的抽水蓄能电站还是按照《关于进一 步完善抽水蓄能价格形成机制的意见》(发改价格〔2021〕633号) 的要求执行两部制电价，包括容量电 价和电量电价。公司按照工程项目建设周期匹配相应资本性筹资安排，2025年拟安排固定资产投资99亿 元，其中电源基建投资90.89亿 ...