"十四五"是能源供应更足、韧性更强的五年。王宏志介绍，"十四五"前四年，我国能源消费增量已达 到"十三五"五年增量的1.5倍，预计五年新增用电量将超过欧盟的年度用电量。 与此同时，我国加快能源产供储销体系建设，有效满足了快速增长的能源需求。数据显示，2024年全国 发电量超10万亿千瓦时，占全球1/3，能源生产总量折合约50亿吨标准煤，占比超全球1/5，保障了能源 供应"量足价稳"。 王宏志表示，"十四五"以来，国家能源局会同有关部门，从国家发展和安全的战略高度，强化煤炭兜底 保障基础、深挖国内油气增储上产潜力、加快可再生能源替代，多措并举增强能源供应链稳定性和安全 性，国内能源生产加力提速，实现了消费增量90%以上由国内自主保障。 "十四五"期间，我国建成全球最大的电动汽车充电网络；构建起全球最大、发展最快的可再生能源体 系；新型储能规模跃居世界第一；能源工业投资年均增速超过16%…… 在国新办26日举行的高质量完成"十四五"规划系列主题新闻发布会上，国家能源局局长王宏志表 示，"十四五"以来，我国能源事业取得了突破性进展和历史性成就，"十四五"规划《纲要》提出的能源 综合生产能力和非化石能源占比等主要指标 ...

Core Viewpoint - New energy storage is a key technology supporting the construction of a new energy system and a new power system, significantly promoting the implementation of the "dual carbon" strategy and driving domestic demand, industrial innovation, and talent cultivation [2] Group 1: Achievements in New Energy Storage Development - Since the "14th Five-Year Plan," China's new energy storage installed capacity has increased from approximately 3 million kilowatts at the end of the "13th Five-Year Plan" to 73.76 million kilowatts by the end of 2024, marking a transition from the initial commercialization phase to a stage of scaled development [3] - The National Energy Administration has actively improved the policy framework for new energy storage, issuing key documents that guide the development direction and establish specialized policies for project management, scheduling, pilot demonstrations, market mechanisms, and industrial development [4] - Significant technological advancements have been made, with lithium-ion battery storage technology reaching world-leading levels, and various storage technologies such as compressed air, flow batteries, and flywheel storage moving towards commercial application [5] - The utilization hours of new energy storage have approached 1,000 hours in 2024, an increase of approximately 300 hours compared to 2023, demonstrating its critical role in power supply during peak summer periods [6] - The management level of the new energy storage industry has improved, with the establishment of a collaborative management system and a national big data platform for the industry, contributing to the healthy and orderly development of the sector [7] Group 2: Challenges Facing the Industry - The establishment of a price mechanism for new energy storage needs to be accelerated, as the current market does not fully reflect the value of storage resources, necessitating the development of a capacity compensation mechanism to ensure reasonable returns [10] - The development layout of the new energy storage industry requires scientific guidance, as the long industrial chain and high investment enthusiasm from social capital necessitate rational planning and coordination among upstream and downstream sectors [11] - Continuous strengthening of multi-technology innovation is essential to maintain competitiveness in the face of increasing international competition and emerging innovative technologies in the new energy storage field [12] Group 3: Strategies for Future Development - Strengthening development planning is crucial, with the need to compile the "15th Five-Year Plan" implementation plan for new energy storage to ensure integration with various energy sectors [14] - Emphasizing technology innovation as a core element for cultivating new productive forces, with increased support for R&D and application of new energy storage technologies [15] - Improving market mechanisms is necessary to enhance the connection between long-term and spot markets, expand auxiliary service market trading varieties, and establish a capacity compensation mechanism suitable for new energy storage [16] - Encouraging application scenarios to drive the development of new energy storage technologies, including optimizing configurations in renewable energy bases and exploring new models and fields for storage applications [17]

内蒙古作为全国重要的能源和工业基地，不仅拥有"风光双优"的可再生能源禀赋，更以丰富的稀土 资源储量奠定了战略根基，为风光制氢、固态储氢等前沿技术落地提供了"资源+产业"的双重保障，正 成为我国能源革命的重要战略支点。本届论坛搭建跨领域、多层次的创新合作平台，为能源产业高质量 发展注入全新动能。 本届大会由中国国际科技促进会、北京能源与环境学会共同主办。会议期间，还开展了主题报告、 圆桌对话、平行分论坛、科技创新成果墙报展和科技创新成果转化项目对接交流活动。来自全国各高校 和科研院所的22位专家依次推介了34项科技创新成果，覆盖清洁能源、二氧化碳资源化利用、新型储 能、智能电网等多个领域。推动高水平科研成果与包头产业实际需求紧密结合，让创新资源为包头能源 产业绿色化、高端化发展注入新动能。 开幕式上，包头市能源发展院士专家服务中心正式揭牌成立，包头市将利用院士专家之智，推动前 沿科技成果与包头能源产业深度融合，让更多科创成果从"实验室"走向"生产线"。会上，来自中国工程 院和中国科学院的4位院士分别就能源领域的核心议题作权威报告，为推动我国能源事业绿色可持续发 展提供建议和战略指导。 8月22日，第十三届能源科 ...

今年上半年，我国新型储能市场持续火热，装机规模快速增长，达到9491万千瓦/2.22亿千瓦时。与此 同时，新型储能在资本市场表现活跃，相关上市公司业绩有望实现增长，行业盈利韧性初步显现。 受访专家表示，一方面，在政策鼓励和市场需求的"双轮"驱动下，我国新型储能技术创新和产业发展不 断取得突破，应用场景进一步拓展，推动新型储能行业维持较高增速；另一方面，随着产业成熟与需求 多元化，新型储能行业已从"规模扩张"加速走向"价值深耕"，促进新型储能行业高质量发展。 产业规模保持高速增长 国家能源局发布的《中国新型储能发展报告（2025）》显示，今年上半年，我国新型储能装机规模达到 9491万千瓦/2.22亿千瓦时，较2024年年底增长约29%。截至2024年年底，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%。 政策驱动是新型储能产业高速增长的重要原因。今年以来，我国新型储能政策体系持续完善，陆续出台 《新型储能制造业高质量发展行动方案》《关于深化新能源上网电价市场化改革 促进新能源高质量发 展的通知》等多项政策规定，健全电力市场机制，引导新型储能行业科学发展。 "新型储 ...

Core Insights - The total investment in key energy projects in China exceeded 1.5 trillion yuan in the first half of the year, marking a year-on-year increase of 21.6% [3] - Investment in renewable energy generation continues to grow rapidly, with significant increases in onshore wind and solar energy investments [3] - Private enterprises are increasingly investing in the energy sector, with a year-on-year growth of 27.8% in investment [3] Investment Growth - Investment in renewable energy generation saw substantial growth, with onshore wind investment in Guangxi and Xinjiang doubling compared to the same period last year [3] - Centralized solar power investment increased by 24.5%, while distributed solar power investment grew by over 70% [3] - Investment in solar thermal power nearly doubled compared to last year [3] Power Supply Investment - Investment in coal and nuclear power sectors maintained rapid growth, with key coal power projects in East China, Central China, and Western Inner Mongolia being completed [3] - Investments in power grids and pumped storage also showed steady growth [3] New Energy Investment - Investment in hydrogen energy projects doubled in the first half of the year, with multiple green hydrogen projects in Jilin accelerating [3] - Investment in charging and swapping infrastructure grew by nearly 70% [3] - New energy storage and integrated source-grid-load-storage projects saw investment growth of over 30% [3] Private Sector Involvement - Private enterprises completed investments in the energy sector with a year-on-year increase of 27.8% [3] - Investments in distributed solar and onshore wind by private companies grew by over 40% [3] - Investment in charging and swapping infrastructure and centralized solar power by private enterprises increased by around 15% [3]

Core Insights - The report highlights a moderate recovery in the Chinese economy, with consumption and investment as key drivers, and suggests a focus on technology growth and cyclical manufacturing as main investment themes [7][8][9] Domestic Market Performance - The Shanghai Composite Index closed at 3,635.13, down 0.12%, while the Shenzhen Component Index closed at 11,128.67, down 0.26% [3] - The average P/E ratios for the Shanghai Composite and ChiNext are 14.93 and 41.75, respectively, indicating a suitable environment for medium to long-term investments [7][8] International Market Performance - Major international indices such as the Dow Jones and S&P 500 experienced declines of 0.67% and 0.45%, respectively, while the Nikkei 225 saw a slight increase of 0.62% [4] Economic Indicators - In July, the national CPI remained flat year-on-year, with a month-on-month increase of 0.4%, while the PPI decreased by 3.6% year-on-year and 0.2% month-on-month [4][7] - The report notes that the People's Court has issued guidelines to address challenges faced by the private economy, including payment delays and financing difficulties [4][7] Industry Analysis - The report discusses the photovoltaic industry, noting a significant rebound in the index, which rose by 9.73% in July, outperforming the CSI 300 index [17] - The report emphasizes the importance of addressing low-price competition in the photovoltaic sector, with policies expected to drive industry consolidation and improve product quality [17][20] New Energy Vehicle Industry - The report outlines the rapid growth of the new energy vehicle (NEV) market, with global sales projected to exceed 20 million units by 2025, and China maintaining a leading position with a market share of 65% in global electric vehicle sales [22][23] - The NEV industry in Henan province is highlighted for its comprehensive supply chain, including raw materials, key components, and vehicle manufacturing [21][23] Storage Industry - The new energy storage sector is experiencing rapid growth, with a significant increase in installed capacity expected, driven by advancements in lithium-ion battery technology [25][26] - The report indicates that Henan province is focusing on developing a diverse new energy storage technology landscape, including lithium-ion and flow batteries [29][30] Machinery and Robotics - The machinery sector showed a 7.35% increase in July, with strong performance in engineering machinery and industrial robots, suggesting a positive outlook for these industries [31][32] - The report recommends focusing on companies with stable earnings and high dividend yields in the engineering machinery sector [31][32]

Core Insights - The report highlights the rapid growth and development of new energy storage in China, emphasizing its leading position globally and the promising future of the industry [1][4]. Global Competition: Policy and Market Drivers - New energy storage has become a core area in the global energy transition, with countries increasing strategic investments through policy incentives and market innovations. The global installed capacity of new energy storage reached 180 million kilowatts in 2024, nearly doubling from 2023, with significant contributions from the US, UK, and Australia [2][3]. Technological Exploration - Various countries are making breakthroughs in energy storage technologies, including lithium-ion battery applications in Australia and metal-air batteries in Japan and the US. Major projects are being implemented globally, expanding the application scenarios for new energy storage [3]. China's Leadership: Scale and Quality - In 2024, China's new energy storage development showcased significant policy improvements, rapid scale growth, diverse technologies, and deepened applications. China has built an installed capacity of 73.76 million kilowatts, accounting for over 40% of the global total, with a 130% increase from 2023 [4][5]. Application Scenarios - The application of new energy storage focuses on three main areas: independent and shared storage (46%), renewable energy integration (42%), and significant improvements in utilization efficiency, with an average annual equivalent utilization of 911 hours [5][6]. Technological Breakthroughs - China's new energy storage technology is characterized by a leading mainstream (lithium-ion batteries) and diverse breakthroughs. Lithium-ion batteries account for 96.4% of the market, with significant advancements in capacity and safety [6][7]. Industry Expansion: Scale and Cost Optimization - The lithium-ion battery production in China reached 1.17 billion kilowatt-hours in 2024, with a total output value exceeding 1.2 trillion yuan. The production of energy storage batteries has been increasing for three consecutive years [7][8]. Future Outlook: Clear Path for High-Quality Development - By 2025, new energy storage is expected to transition to high-quality development, with a focus on large capacity, low cost, and long-duration storage. The report emphasizes the importance of technological innovation and international cooperation in achieving these goals [9].

文 | 安徽省能源局 8月7日，安徽省能源局发布关于公开征求《关于做好新型储能调度运行结算工作的通知 （征求意见稿）》意见的公告。 其中提到： 以下为征求意见稿全文： 关于做好新型储能调度运行结算工作的通知 （征求意见稿） 各市发展改革委，省电力公司，有关企业： 《 国 家 能 源 局 关 于 促 进 新 型 储 能 并 网 和 调 度 运 用 的 通 知 》 （ 国 能 发 科 技 规 〔 2 0 2 4 〕 2 6 号）要求，结合我省实际，现就新型储能调度运行结算等有关事项通知如下： 一、明确调用场景 在发生以下危及电力系统安全事故（事件）及其他必要情况时，所有调管范围内的新型储 能应接受电力调度机构统一直接调用： 为促进我省新型储能高质量发展，健全新型储能调度运行机制，根据《国家发展改革委 国家能源局关于加快推动新型储能发展的指导意见》（发改能源规〔2021〕1051号）、 （一） 充放电价结算： 电力调度机构直接调用独立新型储能充、放电价按调用时间节点 现货市场实时电价结算。 （二） 保供支持补贴： 对独立新型储能2025年7月、8月、12月上网总放电量，按0 . 2元/ 千瓦时给予补贴；2026年1 ...

Core Insights - Zhaoqing's investment attraction performance in the first half of the year shows significant growth in both quantity and quality, with a focus on high-quality development and industrial upgrades [1][2] Group 1: Investment Performance - In the first half of the year, Zhaoqing introduced 349 industrial projects with a planned investment of 699.7 billion yuan, representing a year-on-year increase of 6.3% [1] - The manufacturing sector saw 273 new projects, accounting for 83.7% of total projects, with a planned investment of 585.6 billion yuan, up 9.8% year-on-year [1] - The city has an impressive project initiation rate, averaging one project introduced every 0.7 days and one project commenced every 0.8 days [1] Group 2: Project Efficiency - Zhaoqing achieved a project signing rate of 114 projects with a total investment of 951.4 billion yuan during five major provincial investment events, with a high commencement rate of 95.6% [2] - The city has a funding availability rate of 53.8%, ranking among the top in the province, indicating strong project conversion efficiency [2] Group 3: Industry Focus - Zhaoqing is concentrating on key industries such as new energy vehicles, new energy storage, and electronic information, with 135 projects in these sectors and a planned investment of 332.5 billion yuan, which is a 6.6% increase year-on-year [2] - These "leading + characteristic" projects represent nearly 60% of the planned investment in the manufacturing sector, highlighting the city's focus on enhancing industrial chain clusters [2]

Core Insights - The report highlights the ongoing recovery of the Chinese economy, driven by consumption and investment, with a stable upward trend in the A-share market supported by policy and capital inflows [13][14][15]. Domestic Market Performance - The Shanghai Composite Index closed at 3,559.95, down 0.37%, while the Shenzhen Component Index closed at 10,991.32, down 0.17% [3]. - The average P/E ratios for the Shanghai Composite and ChiNext are 14.66 and 40.72, respectively, indicating a suitable environment for medium to long-term investments [13][14]. International Market Performance - Major international indices, including the Dow Jones and S&P 500, experienced declines of 0.67% and 0.45%, respectively, reflecting a cautious global market sentiment [4]. Industry Analysis Photovoltaic Industry - The photovoltaic index rebounded significantly in July, with a 9.73% increase, outperforming the CSI 300 index, driven by policies addressing low-price competition [18][19]. - The domestic new photovoltaic installed capacity in June was 14.36 GW, a year-on-year decline of 38.45%, while the cumulative installed capacity for the first half of the year reached 212.21 GW, a 107.07% increase [19]. - The report suggests that the photovoltaic industry is expected to see improved supply-demand dynamics as policies for capacity reduction are implemented [20]. New Energy Vehicle Industry - The global sales of new energy vehicles are projected to reach 20 million units by 2025, with China maintaining a leading position, accounting for 65% of global sales in 2024 [23]. - The report emphasizes the comprehensive development of the new energy vehicle industry chain in Henan Province, which has seen significant growth and is now among the top ten in production nationwide [24]. New Energy Storage Industry - The new energy storage market is experiencing rapid growth, with a projected installation of 300 million kW by 2025, driven by advancements in lithium-ion battery technology and supportive government policies [27][30]. - The report outlines the competitive landscape of the energy storage system integration market, highlighting key players and the importance of technological advancements [28]. Engineering Machinery and Robotics - The engineering machinery sector showed a 7.35% increase in July, outperforming the CSI 300 index, with strong performance in laser processing equipment and engineering machinery [32][33]. - The report recommends focusing on companies with stable earnings and high dividend yields in the engineering machinery sector [33]. Power and Utilities Sector - The power and utilities index underperformed the market, with a 2.12% increase in July, while the overall electricity demand showed a year-on-year growth of 5.4% in June [35][36]. - The report maintains a "stronger than market" investment rating for the power and utilities sector, emphasizing the importance of stable earnings from large hydropower companies [36].