板块题材方面，燃气、贵金属、港口航运、煤炭开采加工、钢铁、机场航运、银行板块涨幅居前；电网储能、CPO、可控 核聚变、培育钻石、半导体、光刻机概念股跌幅居前。盘面上，电网设备、光伏、储能板块大面积下挫，良信股份、华明装 备、科陆电子等股盘中跌停。CPO概念股多股走低，仕佳光子大跌超15%，中富电路、生益科技、永鼎股份跟跌。此外、培育 钻石、半导体、电机等板块多数下跌。另一方面，燃气、油气资源股逆市走强，长春燃气、国新能源双双涨停，通源石油、中 曼石油、准油股份跟涨。银行板块延续近日涨势，农业银行股价创出历史新高，走出11连阳。港口航运板块同样延续强势，海 通发展2连板，厦门港务涨停。 三大指数早盘集体下跌，截至午盘，上证指数跌1%，深成指跌1.99%，创业板指跌2.37%，北证50跌1.81%。沪深京三市半 日成交额11890亿元，较上日缩量340亿元。全市场超4100只个股下跌。 ...

Core Insights - The article emphasizes the importance of grid energy storage as a key infrastructure for building a new power system, focusing on its roles in balancing power supply and demand, stabilizing grid operations, and efficiently integrating renewable energy sources [1][14]. Industry Overview - Grid energy storage refers to systems that store electrical energy through physical or chemical means and release it back to the grid when needed, aiming to balance supply and demand, enhance grid stability, and promote renewable energy consumption [2]. - The technology is categorized by storage principles (mechanical, electrochemical, electromagnetic, thermal) and application duration (short-term, medium-term, long-term) [2][3]. Current Development Status - As of Q1 2025, grid-side energy storage has shown robust growth, with a power scale share of 52.3%, a year-on-year increase of 17 percentage points. New installations reached 2.63 GW/6.48 GWh, reflecting year-on-year growth of 46%/68% [1][14]. - The industry has transitioned from technology exploration to large-scale application over the past three decades, with lithium-ion batteries dominating the market [6][12]. Policy Framework - The Chinese government has integrated carbon peak and carbon neutrality into its ecological civilization strategy, identifying energy storage as a critical technology for supporting high proportions of renewable energy integration [8]. - Policies have been issued to accelerate the development of new energy storage, with targets set for 30 GW of installed capacity by 2025 and a fully market-oriented development by 2030 [8][9]. Competitive Landscape - The grid-side energy storage industry in China has formed a competitive landscape characterized by a tripartite structure of state-owned enterprises, private companies, and technology firms [16]. - Major players include State Grid and Southern Power Grid, which dominate large projects, while battery giants like CATL and BYD control core supply chain segments [16][18]. Future Trends - The industry is expected to see diversification in technology routes, with long-duration storage solutions like flow batteries and compressed air storage gaining traction [22]. - Market-driven models will replace mandatory storage policies, with shared storage and virtual power plants becoming mainstream, enhancing the economic viability of storage projects [23][24].