实行清单制管理、加速储能项目建设进度。项目具体清单由省级能源主管部门会同价格主管部门制定， 管理要求由国家能源局另行明确。我们预计对储能电站的申报、考核、建设周期等明显要求，一定程度 上推动一部分暂停项目的建设进度。 明确容量电价承担方、电费结算与市场参与。1）明确新型储能容量补偿费用，纳入当地系统运行费 用，成为电价构成部分，由终端用户承担。2）充放电：有现货市场的，充放电均按照现货实时价格； 无现货市场时，充电执行工商业用户购电价格，放电价格由省级确定。3）输配电费：充电时需缴纳输 配电费，放电时退减已缴纳费用。4）未来衔接"可靠容量补偿机制"，与煤电、气电等共用同一补偿机 制，实现公平竞争。 影响：后续多省将出台对应储能容量电价政策、需求爆发。1）参考甘肃标准，330元/kw*（1-厂用店率 1.74%）(配储时长/6h）*供需系数（25年为89.5%），对应4h配储的补贴标准193元/kw，若按照电芯价 格0.35元/wh（碳酸锂价格12万/吨），价差0.26元/wh，对应irr是8~9%，满足资金方收益率要求。2）我 们预计后续多省将出台相关补贴，25年新型储能并网183GWh，我们预计26年仍可实 ...

华安证券近日发布电网设备研究报告：国内：量：25年新型储能新增装机达58.6GW/175.3GWh；先导 指标：招标：25年12月国内储能招标规模为22.5GW/55.8GWh，容量同/环比+75%/88%。·印度：量： 2025年，储能系统装机0.5GWh；先导指标：招标：独储25年招标45GWh，光储项目招标15.2GWh；政 策：光伏开启强制配储；2025-26财年印度要求并网4GW/17GWh的电化学储能项目，且不能有任何拖 延。 以下为研究报告摘要： 要点总结 需求侧 供给侧 量：德国：2025年12月储能装机394MWh，同比-20.4%。其中户储210MWh，同比-26.83%，环 比-27.08%，大储159MWh，环比-26.05%，工商业储能25.3MWh。意大利：25Q2储能装机 817MW/2728MWh，同比+48%/+75%；英国：25年Q3累计待建121.76GW，环比Q2增长21.83GW；捷 克：截至2024年底，捷克光伏配储能总装机超2GWh，2024年储能新增装机共506MWh；波兰：2024 年，波兰户储新增装机258MW/672MWh，超4.6万户家庭已经安装储能电池 ...

Core Insights - Risen Energy has been recognized as a Tier 1 manufacturer in the latest Bloomberg New Energy Finance (BNEF) report for Q1 2026, highlighting its comprehensive strength in the energy storage sector [1][2] - The company has developed a full-stack renewable energy solution capability over 21 years, offering customized products across various categories including photovoltaic modules, inverters, energy storage systems, and smart energy management systems [1] - Risen Energy's Risen Cloud smart energy management platform provides remote operation and maintenance services, creating a full lifecycle value loop from green power generation to energy storage and smart operation [1] Global Expansion and Market Development - The company has established a global operational system with 10 production bases and 24 marketing service centers, covering key regions such as Europe, North America, Asia-Pacific, the Middle East, and South America [2] - Recent achievements in overseas market expansion include signing contracts in Saudi Arabia, Brazil, and Malaysia, enhancing local cooperation and market penetration [2] - In the domestic market, Risen Energy has formed deep strategic partnerships with several core clients, solidifying its development foundation in regions like East China, South China, and North China [2] Future Outlook - The recognition as a Tier 1 manufacturer reflects the industry's and market's acknowledgment of Risen Energy's technology research and development, project delivery, and brand influence [2] - The company plans to continue increasing its investment in technology research and development, focusing on optimizing and upgrading products and solutions to provide safer, more efficient, and customized energy solutions for global customers [2]

Group 1: Policy Impact and Market Opportunities - The recent national policy on the capacity pricing mechanism for power generation presents significant opportunities for the company, enhancing the investment attractiveness of independent energy storage projects [2] - The policy establishes a long-term framework for a new electricity market, integrating energy quantity, auxiliary services, and capacity, which is expected to boost the independent storage investment market [2] Group 2: Business Model for Independent Storage - The company offers a comprehensive power trading management service for independent storage stations, leveraging a predictive model to optimize trading strategies based on peak and valley electricity prices [3] - The independent storage stations will achieve profitability through multiple channels, including power trading, auxiliary services, and capacity price compensation, as the market evolves [3] Group 3: Core Advantages in Power Trading - The company possesses significant advantages in decision-making support, precise intelligent control, and comprehensive operational assurance services in the independent storage power trading sector [4] - Utilizing a self-developed predictive model and AI algorithms, the company can accurately forecast energy output, load, and electricity prices, enhancing trading strategy effectiveness [4] Group 4: AI Model Development and Applications - The company has invested heavily in R&D, focusing on the "Kuangming" AI model, which has evolved to improve long-term trend analysis and extreme weather response capabilities [6] - The AI model is applied in power forecasting and grid management, significantly enhancing prediction accuracy and operational efficiency in various business scenarios [6] Group 5: Strategic Investment Considerations - The investment in Sanas Zhihui (Qingdao) Electric Power Co., Ltd. is driven by complementary business focuses, allowing for a full-service offering from construction to operational strategy and revenue realization for renewable energy projects [6]

Core Viewpoint - The establishment of the National University Green Energy Regional Technology Transfer Center (Beijing) marks a significant step in promoting the transformation of scientific research achievements into productive forces, with a focus on collaboration among universities, enterprises, and government [1][3]. Group 1: National University Green Energy Regional Technology Transfer Center - The center is the third national-level technology transfer center approved by the Ministry of Education and is the only one in the green energy sector [3]. - It aims to gather resources from leading universities to accelerate the conversion of scientific research results into practical applications [3]. Group 2: Company Involvement and Contributions - Haibo Sichuang, as a representative of new energy storage chain enterprises, has joined the center's council and received a work station license, enhancing collaboration between academia and industry [1][3]. - The company’s CEO, Zhang Jianhui, emphasized the center's role in providing multi-dimensional support to enterprises, addressing challenges in technology incubation and facilitating the transformation of laboratory technologies into practical benefits [4]. Group 3: Future Directions and Collaborations - The company plans to increase R&D investment, focusing on areas such as power electronics, grid technology, and artificial intelligence, while actively participating in the center's technology transfer initiatives [4]. - The collaboration will include joint research centers, talent exchange, and shared platforms to enhance the synergy between scientific research and industrial application [4].

文 | 中关村储能产业技术联盟 1月2 2日， 中关村储能产业技术联盟编制的《中国独立储能市场机制政策地图2025》， 在"CNESA Da t aLi nk 2025年度储能数据发布 暨储能国际峰会暨展览会2026新闻发布会"上正式发布。 本期特分享该 报告简版 ， 供行业参考。报告聚焦 全国21个重点省份 ，以"聚焦收益核心、提炼规则重点、简洁实用导向"为原则，梳 理各省 能源结构特征、拆解商业模式构成、挖掘特殊机制亮点、评估收益水平 。 作为 全国首个聚焦独立储能市场机制的"工具书式"报告 ，报告旨在为政府部门、储能企业、投资机构、电力从业者等提供高效便捷的 政策参考，助力快速把握各省市场脉搏、精准测算项目收益、科学制定市场策略，共同推动我国独立储能产业高质量市场化发展。 此外，2月3日，中关村储能产业技术联盟成功举办 《储能市场化容量补偿机制研究》 成果发布会暨政策解读会，该研究 简版报告将于 2月4日在联盟官方微信 公众号首 发 ，敬请关注。 CNESA、中关村储能产业技术联盟 ChinaEnergy Storage Alliance 新型储能参与电力市场系列研究 中关村储能产业技术联盟（CNESA ...

Core Insights - The project by China Energy Construction in Tai'an, Shandong, focuses on a 350MW compressed air energy storage system utilizing abandoned salt caverns, aiming for world-leading efficiency and capacity [1][2] Group 1: Project Overview - The project is included in Shandong's new energy storage demonstration project list and is expected to participate in peak regulation services for the Shandong power grid by 2026 [2] - It aims to enhance the power system's regulation capability, efficiency, and safety, supporting the construction of a new power system aligned with national carbon neutrality goals [2][5] Group 2: Technological Innovations - The project features several "firsts," including advanced heat recovery techniques, a large flow axial-centrifugal compressor, and high-power synchronous motors [3] - It employs high-pressure compression technology and advanced heat recovery methods, achieving a comprehensive efficiency of approximately 72%, which is world-leading [4] Group 3: Environmental Impact - The project is projected to generate around 460 million kWh annually, saving 146,000 tons of standard coal and reducing CO2 emissions by 378,000 tons [1] - It plays a crucial role in the economic operation of the power system, facilitating the integration of renewable energy and supporting China's dual carbon goals [5]

Core Viewpoint - The successful grid connection and full-load power generation of the world's largest compressed air energy storage project, led by Jiangsu Guoxin Group, marks a significant milestone in energy storage technology and contributes to China's energy transition efforts [1] Group 1: Project Overview - The project is the first 300 MW compressed air energy storage demonstration project in Jiangsu Province [1] - It utilizes 980,000 cubic meters of salt cavern resources located 1,150 to 1,500 meters underground in Huai'an [1] - The project features two 300 MW non-combustion compressed air storage units, employing a pioneering high-temperature adiabatic compression technology that combines molten salt and pressurized thermal water [1] Group 2: Technical Specifications - The energy storage capacity of the project reaches 2,400 MWh, with a conversion efficiency of 71% [1] - The project has achieved multiple globally leading parameters in energy storage technology [1] Group 3: Significance and Impact - The project has successfully transitioned from demonstration to maturity, validating the reliability and scalability of compressed air energy storage technology [1] - It provides important engineering practice experience and data support for the construction of new power systems and energy structure transformation in China [1]

Core Viewpoint - The commencement of the 200 MW/400 MWh independent energy storage project in Shishan, Nanhai District, Foshan, Guangdong, marks a significant step in the region's energy infrastructure development, aiming to enhance energy regulation and stability in the power grid [1] Group 1: Project Details - The project is the first large-scale grid-connected energy storage station in Guangdong Province, utilizing a 220 kV voltage level [1] - It will employ advanced technologies such as liquid cooling systems and intelligent operation and maintenance [1] - Upon completion, the facility will provide a daily power regulation capacity of 400 MWh, serving as an "energy regulator" and "safety stabilizer" for the Foshan power grid [1] Group 2: Company Initiatives - The company has been actively expanding its new energy storage business by constructing various demonstration projects, including flywheel and electrochemical energy storage [1] - It aims to optimize energy structure and ensure power safety through the development of transmission, transformation, and new energy projects in Guangdong [1] - The company plans to concentrate its resources and expertise to create high-quality benchmark projects, ensuring timely production and stable operation [1]

新能源及有色金属日报 | 2026-02-03 有色板块集体回撤，碳酸锂价格再次跌停 市场分析 2026-02-02，碳酸锂主力合约2605开于146000元/吨，收于132440元/吨，当日收盘价较昨日结算价变化-13.99%。当 日成交量为644314手，持仓量为347698手，前一交易日持仓量372601手，根据SMM现货报价，目前基差为7220元/ 吨（电碳均价-期货）。当日碳酸锂仓单32241手，较上个交易日变化1610手。 碳酸锂现货：根据SMM数据，电池级碳酸锂报价145000-166000元/吨，较前一交易日变化-5000元/吨，工业级碳酸 锂报价142000-162000元/吨，较前一交易日变化-5000元/吨。6%锂精矿价格2090美元/吨，较前一日变化-85美元/吨。 为适应新型电力系统建设需要，国家发展改革委、国家能源局于2026年1月30日发布了《关于完善发电侧容量电价 机制的通知》（发改价格〔2026〕114号）。该政策首次明确容量电价机制，鼓励长时储能的建设运营，同时扩大了 补偿覆盖范围，将对储能需求以及碳酸锂价格产生较为积极的影响。但昨日贵金属、有色板块集体回撤，多品种 跌停， ...