作为成都科技创新的主阵地，成都高新区是全国首批 "创建世界一流高科技园区"试点之一，经 过3 0余年的奋斗，已成为全国发展质量效益最好、科技创新实力最强、高科技企业和创新型成 长型企业密度最高的高新区之一。 4月2 5日，2 0 2 5年成都高新区产业基金协同发展大会在成都高新区菁蓉汇举办。 大会现场，成都高新区立足区域产业基础，正式发布产业发展图谱，建立 " 3+6+6 "现代化产业 体系，即3大特色优势产业（电子信息、医药健康、数字经济），6大战略性新兴产业（人工智 能、低空经济、商业航天、网络空间安全、先进装备和先进能源），6大未来产业（人形机器 人、细胞与基因治疗、合成生物、新型储能（含新型材料方向）、量子科技、脑机接口）。 据悉，截至目前， 成都高新区已出资组建基金 1 5 4只，总规模超3 2 3 6亿元，形成了中西部产 业园区规模最大的产业基金集群 ，并构建起涵盖 "资助—种子—天使—创投—产投—并购"的 全生命周期资本支持服务体系，实现电子信息、医药健康、数字经济等优势产业全覆盖。 大会现场，成都高新区策源资本与中金资本、中信建投资本、工银投资、建信金投、环投资本 等 11家机构进行了产业基金 ...

Investment Rating - The report indicates a positive investment outlook for the new energy storage industry, driven by favorable policies and increasing demand for renewable energy integration [6][20]. Core Insights - The new energy storage sector in China is experiencing rapid growth, with installed capacity surpassing pumped storage for the first time by the end of 2024, reaching 73.76 million kilowatts [9][12]. - The industry is supported by a series of favorable policies since 2021, which have clarified development goals and established the independent market status of new energy storage [5][6]. - The report highlights the need for the industry to transition from policy-driven growth to market-oriented development, addressing challenges such as resource dependency and safety risks [20][22]. Summary by Sections Industry Policy - Since 2021, numerous policies have been introduced to support the new energy storage sector, including the establishment of clear development goals and market mechanisms [5][6]. - Key policies include the target of achieving over 30 million kilowatts of installed capacity by 2025 and the promotion of independent energy storage participation in the electricity market [5][6][7]. Development Status - The cumulative installed capacity of new energy storage in China has seen exponential growth, with a 130% increase from the end of 2023 to the end of 2024 [9][12]. - The majority of new energy storage installations are concentrated in provinces with abundant renewable resources, such as Inner Mongolia and Xinjiang, as well as in major electricity consumption provinces like Shandong and Jiangsu [12][13]. - Large-scale energy storage projects are accelerating, with a significant increase in long-duration storage projects [19]. Opportunities and Challenges - The new energy storage industry is at a critical juncture, with opportunities arising from policy incentives, increasing demand for renewable energy consumption, and technological advancements [20][21]. - However, challenges include reliance on lithium resources, safety risks associated with lithium batteries, and the slow commercialization of non-lithium technologies [22][23].

Core Viewpoint - The release of the "Document No. 136" by the National Development and Reform Commission and the National Energy Administration marks a significant shift in the renewable energy sector, particularly with the cancellation of mandatory energy storage requirements, which is seen as a pivotal moment for the industry [1][2]. Industry Impact - The cancellation of mandatory energy storage is expected to bring new dynamics to the new energy storage industry, with a long-term impact on the renewable energy sector [1]. - In the short term, the previous "531" policy led to a surge in installations, but the resulting price competition has created a challenging survival environment for industry players [1]. - The withdrawal of the "mandatory energy storage" policy is anticipated to trigger a reshuffling in the industry, with low-quality production capacity likely to be eliminated [1]. Market Dynamics - The market is transitioning from a price war to a value war as the industry matures, emphasizing the need for precise value anchors in business models [2]. - Capital investment is becoming more rational, with manufacturers exploring innovative specifications, such as the introduction of a 392Ah battery cell, indicating a strategic search for market positioning among second-tier battery manufacturers [2]. Competitive Landscape - Leading companies like CATL and Sungrow did not launch new hardware products at the recent exhibition, instead focusing on software solutions and safety improvements in energy storage [2]. - The emergence of a "soft power arms race" among industry leaders suggests a shift from extensive development to a more refined and detailed approach to competition [2].

Core Viewpoint - The global semiconductor industry is experiencing a structural recovery in demand and deep adjustments in the supply chain, driven by artificial intelligence, consumer electronics, electric vehicles, and new energy applications, with global sales surpassing $600 billion for the first time [1] Group 1: Demand Recovery and Supply Chain Adjustments - The semiconductor market shows uneven demand, with AI chips and HBM storage experiencing significant growth, while the automotive and industrial markets are still in a destocking phase, leading to price declines [1] - The consumer electronics sector has completed its destocking cycle, resulting in normalized delivery times and price recovery for various chips and components [1] Group 2: National Subsidy Policy Impact - The national subsidy policy has expanded to cover digital products, enhancing the activity in the consumer electronics market, with subsidies for mobile phones, tablets, and smartwatches [2] - Over 26.71 million consumers applied for subsidies for these digital products within a month of the policy's implementation [3] Group 3: Automotive Semiconductor Landscape - The automotive semiconductor sector is in a destocking phase, but companies like Qualcomm and NVIDIA are seeing significant growth in smart driving applications, with year-on-year increases of 63% and 55% respectively [5] - BYD announced that all new cars produced after 2025 will be equipped with smart driving features, potentially transforming the automotive electronics supply chain [5] Group 4: Human-shaped Robots and Industry Development - The human-shaped robot industry is rapidly evolving, with many Chinese manufacturers planning to achieve mass production of hundreds to thousands of units by 2025 [12] - Despite rapid advancements in motion control, practical applications of human-shaped robots still require ongoing improvements in algorithms and hardware [12] Group 5: New Energy Storage Development - The new energy storage sector is experiencing rapid growth, with installed capacity increasing by 130% year-on-year, reaching 73.76 million kilowatts [13] - Various advanced technologies, including compressed air storage and sodium-ion storage, are making significant progress, although challenges such as investment returns and market competition remain [13][14] Group 6: Future Outlook for the Semiconductor Industry - The semiconductor industry is at a critical juncture, characterized by deep adjustments in demand, strengthened supply chain resilience, and expanding application scenarios [14] - Key challenges include rising risks from international trade frictions, mismatches between technology iteration speed and market demand, and cost pressures from regional supply chain restructuring [15]

涉及保障能源安全稳定供应的项目涵盖核电、煤电、电网、油气4个领域，总投资2181亿元，年度 计划投资282亿元。聚焦积极安全有序发展核电，加快徐大堡核电4台机组建设，积极推进庄河核电前期 工作。发挥煤电兜底保障作用，加快国电电力普兰店热电等项目建设，全力推动沈西热电厂扩建等项目 年内开工。全力加快电网建设，推进铁岭、辽西—辽中断面加强等500千伏输变电工程建设，为加快构 建新型电力系统奠定基础。完善油气基础设施，加快建设中石油渤海湾盆地油气稳产、中交营口LNG 接收站等项目，大力推动盘锦—赤峰联络线等项目前期工作。 省发展改革委（省能源局）相关负责人表示，下一步，将坚决扛牢维护国家能源安全政治责任，全 力以赴抓工作调度、投资强度、项目进度，力争更多项目早建成、早投产、早达效。紧跟国家政策取 向、支持方向和资金投向，按照"建设一批、开工一批、储备一批、谋划一批"模式，再谋划申报一批投 资体量大、质量效益高的重点能源项目。同时，科学把握项目开发时度效，合理安排建设节奏。坚持要 素跟着项目走，对重点项目，优先配置资金、土地、环境容量、能耗指标等要素资源，为项目建设提供 全过程服务。 能源项目是推动能源高质量发展的重 ...

文 | 中关村储能产业技术联盟 2025年3月5日，十四届全国人大三次会议在人民大会堂开幕，国务院总理李强作政府工作报告 。 在对2024年工作回顾中提到，单位国内生产总值能耗降幅超过3％；可再生能源新增装机3.7亿千瓦。新能源汽车年产量突破1300万辆。深化 国有企业改革，持续优化国有经济布局。新培育一批国家级先进制造业集群，商业航天、北斗应用、 新型储能等新兴产业快速发展。 （2024 年，新型储能首次写入政府工作报告，详情： 2024政府工作报告：发展新型储能，加快建设新型能源体系 ） 推动重点行业节能降碳改造，推进新能源开发利用，非化石能源发电量占总发电量的比重接近40%。启动全国温室气体自愿减排交易市场。 全国碳排放权交易更趋活跃。 2025年的总体要求和政策取向： 今年发展主要预期目标是：国内生产总值增长5％左右；城镇调查失业率5.5％左右，城镇新增就业1200万人以上；居民消费价格涨幅2％左 右；居民收入增长和经济增长同步；国际收支保持基本平衡；粮食产量1.4万亿斤左右；单位国内生产总值能耗降低3％左右，生态环境质量 持续改善。 2025年政府工作任务： 因地制宜发展新质生产力，加快建设现代化产 ...

Core Viewpoint - The article emphasizes the importance of promoting the development of new energy storage and hydrogen energy industries, highlighting the need for policy support, technological innovation, and industry management to achieve high-quality growth in these sectors [1][3][4]. Summary by Sections New Energy Storage Development - The new energy storage industry is set to achieve an installed capacity of 73.76 million kilowatts by the end of 2024, with ongoing efforts to enhance policy frameworks and technological innovation [1][7]. - A national big data platform for new energy storage will be established to improve industry management and public awareness [1][7]. - The issuance of guidelines to promote the integration and operational use of new energy storage systems is underway [1][7]. Hydrogen Energy Industry Growth - Hydrogen energy will be formally included in the energy law, integrating it into the energy management system [1][7]. - By the end of 2024, the renewable energy hydrogen production capacity across the country is expected to exceed 120,000 tons per year [1][7]. - The publication of the "China Hydrogen Energy Development Report (2023)" aims to strengthen industry information tracking and consensus [1][7]. Innovation and Technology Development - The article outlines a commitment to implementing an innovation-driven development strategy, focusing on energy green transformation and high-quality development [3][4]. - The establishment of a national technology innovation leadership group is intended to enhance coordination in energy technology innovation [6][12]. - Major technology projects in smart grids, clean coal utilization, renewable energy, energy storage, and hydrogen energy are prioritized for development [11][12]. Industry Management and Standards - Continuous improvement of industry data statistics and the establishment of annual development reports are planned to guide the new energy storage and hydrogen sectors [2][13]. - The article stresses the importance of a robust standard system to support high-quality development in the energy sector, with numerous standards planned for revision and implementation [9][14]. Clean Fuel and Refining Industry - The refining industry is encouraged to adopt green innovations and improve energy efficiency, with specific projects supported for construction [8][14]. - The development of biofuels and green liquid fuels is being actively promoted, alongside the establishment of an information platform for the industry [8][14].

Core Viewpoint - The new energy storage industry, particularly in commercial and industrial applications, is evolving with product iterations, brand advancements, and safety upgrades, showcasing significant achievements in 2024 [1] Awards Overview - The Aurora Award Committee announced four major categories and ten awards for the 2024 energy storage sector, including influence and excellence in products, safety, supply chain, and commercial energy storage [1][2] Product Awards - The 2024 New Energy Storage Influence Product Award focuses on market leadership and industry impact, recognizing products with broad market coverage and strong sales performance [3] - The 2024 New Energy Storage Excellent Product Award emphasizes practical application and outstanding performance in the industry [6] Safety Awards - The 2024 New Energy Storage Industry Safety Award recognizes companies that have made significant contributions to product safety, system safety, and project safety [7] - Notable companies like Sungrow, BYD, and Trina Solar have demonstrated exceptional safety standards through rigorous testing and innovative safety designs [9] Supply Chain Awards - The 2024 Excellent Supply Chain Enterprise Award highlights companies that excel in technology innovation, supply chain management, and collaboration within the energy storage sector [12] - This award is aimed at core supply chain components such as cells, PCS, BMS, EMS, and thermal control systems [10] Commercial Energy Storage Awards - The 2024 Commercial Energy Storage System Integration Top 10 Award recognizes companies with outstanding performance and leading shipment volumes in the commercial energy storage sector [15] - Awards also focus on companies with significant influence in key regions (Jiangsu, Zhejiang, Guangdong), overseas markets, and specific application scenarios [17][19][21] - The 2024 Commercial Energy Storage Primary Service Provider Award acknowledges companies that excel in investment, development, installation, distribution, and operation within the industry [24]

Group 1 - The core viewpoint of the report emphasizes that by 2027, China's new energy storage manufacturing industry should significantly enhance its innovation and comprehensive competitiveness, achieving high-end, intelligent, and green development [1][6][8] - The "Action Plan for High-Quality Development of New Energy Storage Manufacturing Industry" was issued by eight departments, outlining six major special actions to promote the industry [6][8] - The report highlights the goal of cultivating 3-5 leading ecological enterprises and forming a concentrated and regional agglomeration pattern within the industry [6][8] Group 2 - The report details the performance of ESG (green) bonds, indicating that as of February 16, there are 6,088 ESG bonds with a total balance of 13.0 trillion yuan, reflecting a slight increase of 0.01% [9][10] - Wind ESG investment funds total 625, with a combined scale of 801.6 billion yuan, remaining unchanged since February 9 [9][10] - The carbon market data shows a significant decrease in trading volume and value from January 20 to February 14, with a cumulative transaction volume of 410,000 tons, down 76.1% [21][22]