7月31日，国家能源局举行例行新闻发布会。国家能源局能源节约和科技装备司副司长边广琦在会 上介绍，近年来，我国新型储能快速发展，在新型电力系统中作用日益凸显，有力促进新能源开发 消纳，提高电力系统安全稳定运行水平。 数据显示，截至2024年底，我国已建成投运新型储能7376万千瓦/1.68亿千瓦时，装机规模已占 全球总装机比例超过40%。边广琦表示，"十四五"以来，我国新型储能发展政策的"四梁八柱"初步 构建，新型储能产业稳步发展。新型储能技术路线"百花齐放"，涵盖全球工程应用的主要技术路 线，调度运用水平稳步提高，有力支撑新型电力系统建设。主要有以下几个特点： 三是技术创新实践迈出坚实步伐，2024年国家能源局发布56个新型储能试点项目，涵盖十余种技 术路线，多个试点项目为国内首次工程应用，总体呈现多元化发展态势，有力促进新型储能关键技 术和装备实现突破。与此同时，12个新型储能项目入选为第四批能源领域首台（套）重大技术装备 的依托工程，为首台（套）重大技术装备落地转化提供了应用场景。 四是标准体系持续健全，2024年超过20项电化学储能标准发布实施，多项标准立项，覆盖规划设 计、接入电网、运行控制、检修试 ...

Core Viewpoint - The report highlights the overall stability and growth of China's energy sector in the first half of the year, emphasizing the acceleration of green and low-carbon transitions, the increase in renewable energy capacity, and the effective measures taken to ensure electricity supply during peak summer demand [2][5][14]. Group 1: National Energy Situation - Energy supply is sufficient and overall demand is stable, with coal production increasing by 5.4% year-on-year and oil and gas production also showing growth [2][3]. - The share of non-fossil energy generation capacity surpassed 60% for the first time, with wind and solar power installations doubling compared to the same period last year [2][3]. - Electricity consumption is on the rise, with a year-on-year increase of 5.4% in June, driven by urban gas demand and a slight decrease in coal consumption [3][4]. Group 2: Renewable Energy Integration - Renewable energy installations reached 268 million kilowatts in the first half of the year, a 99.3% increase year-on-year, accounting for 91.5% of new installations [5][6]. - Renewable energy generation accounted for 39.7% of total electricity generation, with wind and solar power contributing significantly to the overall increase in electricity supply [6][7]. Group 3: New Energy Storage Development - The new energy storage capacity reached 94.91 million kilowatts, a 29% increase from the end of 2024, with significant contributions from regions like Inner Mongolia and Xinjiang [11][31]. - The utilization hours for new energy storage systems increased to approximately 570 hours, indicating improved efficiency and effectiveness in peak load management [32][33]. Group 4: Electricity Supply During Peak Summer - The maximum electricity load reached a historical high of 150.8 million kilowatts, with 19 provinces experiencing record-breaking loads [15][16]. - Measures were implemented to ensure stable electricity supply, including the addition of over 20 million kilowatts of new generating capacity and enhanced inter-provincial transmission capabilities [15][19]. Group 5: Green Certificate Market - The green certificate market saw a significant increase, with 1.371 billion certificates issued in the first half of the year, a 149% year-on-year growth [21][22]. - The trading volume of green certificates doubled, reflecting a growing recognition of renewable energy's environmental value [22].

新华财经北京7月31日电 国家能源局7月31日发布的《中国新型储能发展报告（2025）》显示，截至 2024年底，我国已建成投运新型储能7376万千瓦／1.68亿千瓦时，装机规模占全球总装机比例超过 40%。 这份报告由国家能源局能源节约和科技装备司、电力规划设计总院共同编著。 近年来，我国新型储能快速发展，在新型电力系统中作用日益凸显，有力促进新能源开发消纳，提高电 力系统安全稳定运行水平。国家能源局能源节约和科技装备司副司长边广琦当日在国家能源局新闻发布 会上表示，编制这份报告，旨在加强新型储能行业发展引导，服务我国"双碳"目标。 据边广琦介绍，报告从政策体系、装机规模、应用场景、技术创新、产业发展、标准体系等方面，系统 总结2024年国内外新型储能发展情况；从科学谋划发展、健全市场机制、加大技术攻关、促进作用发挥 和巩固产业优势等方面提出2025年新型储能行业发展展望；并系统梳理了2021至2024年新型储能主要政 策、技术创新和示范工程等大事记情况。 "总体来看，'十四五'以来，我国新型储能发展政策的'四梁八柱'初步构建，新型储能产业稳步发 展。"边广琦说，我国新型储能技术路线"百花齐放"，涵盖全球工 ...

国家能源局能源节约和科技装备司副司长边广琦表示，总体来看，"十四五"以来，我国新型储能发展政 策的"四梁八柱"初步构建，新型储能产业稳步发展。截至2024年底，已建成投运新型储能7376万千 瓦/1.68亿千瓦时，装机规模已占全球总装机比例超过40%。新型储能技术路线"百花齐放"，涵盖全球工 程应用的主要技术路线，调度运用水平稳步提高，有力支撑新型 电力系统建设。 ...

Key Points - The report highlights the ongoing recovery of the Chinese economy, with consumption and investment being the core drivers, and suggests a gradual upward trend in the A-share market supported by policy and capital [6][10][12] - The report emphasizes the strong performance of the financial and consumer sectors, with specific recommendations to focus on technology growth and cyclical manufacturing as dual main lines for investment [6][10][12] - The report notes the significant growth in the new energy vehicle (NEV) industry, with global sales expected to reach 20 million units by 2025, and China maintaining its position as the largest market [15][16][17] - The new energy storage industry is also highlighted, with a projected global installed capacity of over 30 million kilowatts by 2025, driven by advancements in technology and supportive policies [18][19][20] - The engineering machinery and industrial robotics sectors are experiencing a recovery, with a recommendation to focus on companies with stable earnings and high dividend yields [24][25] - The report discusses the media and gaming sectors, indicating a positive outlook due to strong demand and favorable policy environments, particularly with the integration of AI technologies [36][38]

Group 1 - The collaboration focuses on developing new electrochemical energy storage and virtual power plant projects in Sichuan, enhancing energy supply stability and reducing electricity costs for the Chengdu High-tech Zone's zero-carbon park initiative [3][4] - The project aims to support Sichuan's goal of reaching 5 million kilowatts of new energy storage capacity by 2027, serving as a benchmark for large-scale energy storage development in the region [4] - Chengdu High-tech Zone has established a "4+1" new energy and materials industry framework, including digital energy and new energy storage, with ongoing projects like the Huawei Clean Energy Innovation Center [5] Group 2 - The partnership integrates capital operation capabilities, technological advantages, and localized service resources to create a comprehensive "technology + capital + scenario" empowerment model [4] - The project will act as a flexible and adjustable resource for the Chengdu virtual power plant, addressing peak electricity demand and contributing to grid stability [4] - Chengdu High-tech Zone aims to build a replicable digital energy application model, enhancing the attraction of upstream and downstream enterprises to the region [5]

中国电力建设股份有限公司 2025 年 1 月至 6 月主要经营情况公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或 者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 现将中国电力建设股份有限公司2025年1月至6月主要经营情况公布如下，供投 资者参阅。 一、按业务类型统计 证券代码：601669 股票简称：中国电建 公告编号：临 2025-039 | 业务类型 | 新签项目数量（个） | 新签合同金额 | 同比增减 | | --- | --- | --- | --- | | 能源电力 | 2939 | 4313.88 | 12.27% | | 水电 | 576 | 1004.55 | 66.67% | | 其中：抽水蓄能 | 292 | 413.81 | 12.14% | | 风电 | 652 | 1429.02 | 68.78% | | 太阳能发电 | 616 | 1137.43 | -28.55% | | 火电 | 272 | 196.54 | -62.03% | | 新型储能 | 96 | 209.14 | / | | 其他 | 727 | 337.20 | / ...

Core Viewpoint - Guangdong Province is focusing on accelerating the development of the embodied robotics industry and prioritizing the low-altitude economy as a key sector for growth [1] Group 1: Industry Development Strategies - The province aims to build a modern industrial system supported by advanced manufacturing [1] - There is an emphasis on using digital and green technologies to upgrade traditional industries such as petrochemicals, steel, food and beverage, textiles, and home appliances [1] - The province plans to promote innovation in the chemical new materials industry [1] Group 2: Key Industries and Focus Areas - Guangdong will consolidate and expand its advantages in the new energy vehicle industry [1] - The province is set to innovate in new energy storage and photovoltaic industries [1] - The low-altitude economy will be treated as a priority industry [1] Group 3: Future Industry Layout - The province will implement an "AI+" initiative to integrate artificial intelligence into various sectors [1] - There is a forward-looking layout for future industries such as biomanufacturing, quantum technology, embodied intelligence, and 6G [1]

Core Insights - Nanjing Qilin Science and Technology Park has evolved over 15 years, focusing on innovation and technology self-reliance, supported by over 1,000 top talents from the Chinese Academy of Sciences [1] - The park aims to become a national hub for technological innovation, emphasizing the integration of scientific research and industrial innovation, particularly in artificial intelligence and digital economy sectors [1][4] Group 1: Technological Infrastructure - The Nanjing Intelligent Computing Center is the largest domestic computing center in the Yangtze River Delta, facilitating the application of DeepSeek in retail [2] - Major technological infrastructure projects include the "Information Superhighway" integrated computing infrastructure, connecting data centers across six cities [2][3] - The first domestic 100-megawatt compressed air energy storage system is under development, supporting large-scale energy storage technology [3] Group 2: Talent and Innovation - The park has attracted over 1,000 talents, with significant R&D investments and patent applications, ranking second in the city for innovation metrics [5][6] - The establishment of various research institutions and partnerships with universities and leading enterprises enhances the park's R&D capabilities [6] Group 3: Industry Development - The park hosts around 162 "CAS system" enterprises, with a total valuation exceeding 20 billion yuan and annual revenues nearing 3.5 billion yuan [8] - Companies like Tong'er Electronics and Nanjing KOWE Communication Technology have achieved significant revenue through innovative products and services [7][8] Group 4: Technology Transfer and Commercialization - The "5V integration" model facilitates the transformation of scientific research into marketable products, exemplified by the "Dexterous Hand" robot project [9][10] - The park has implemented a comprehensive service platform to support the entire cycle of technology transfer, enhancing collaboration and resource sharing among stakeholders [10]

Group 1 - The effective invention patents in Northeast China reached 195,000 by the end of April this year, representing a year-on-year growth of 10.2% [1] - The effective registered trademarks in the region totaled 2.161 million, with a year-on-year increase of 7.7% [1] - The total number of geographical indication products recognized reached 273, with 556 registrations approved for collective and certification trademarks, accounting for nearly one-tenth of the national total [1] Group 2 - Intellectual property (IP) is becoming a crucial mechanism for driving technological innovation and enhancing industrial competitiveness in Northeast China [1][2] - The region is leveraging its manufacturing base and technical talent to address issues such as technological obsolescence and low added value in traditional industries through IP [2] - Knowledge property operation centers have been established in traditional industries like dairy and grass, promoting the transformation and application of patent achievements in green manufacturing and ecological agriculture [2] Group 3 - The Northeast region has natural advantages for developing strategic emerging industries, such as artificial intelligence and big data, due to its climate and resource conditions [3] - Eight national-level IP protection and rapid response centers have been established in Northeast China, focusing on key areas like high-end equipment manufacturing and biomedicine [3] - By the end of 2024, the effective invention patents in strategic emerging industries in the region are expected to reach 46,000, showing significant growth compared to the previous year [3] Group 4 - In the process of rural revitalization, IP is providing core added value for agricultural products to enter high-end markets [4] - The region is implementing a brand protection strategy, with notable brands like Wuchang rice and Changbai Mountain ginseng gaining national recognition [4] - Thirteen national-level geographical indication protection demonstration zones have been established, promoting the transformation of geographical indications from "regional labels" to "industrial clusters" [4]