11月26日，香蜜湖金融+系列活动之"星耀鹏城"20+8产业沙龙——新型储能投融资并购专场在深圳福田 国际创新中心成功举办。活动紧扣"十五五"能源转型关键窗口，旨在促进资本与产业精准对接，助力深 圳打造世界一流新型储能产业中心。现场汇聚了头部上市公司、投资机构及科创企业代表逾80人，共探 储能发展新机遇。 活动中，深圳证券交易所专家就资本市场赋能新质生产力进行政策导读。盛弘股份（300693）分享了数 据中心储能的市场前景，中信证券专家深度解析了上市公司并购重组策略与方案设计。在题为《固 态"芯"纪元：深圳如何引领下一代电池产业革命？》的圆桌对话中，来自欣旺达（300207）、贝特瑞、 远致储能基金等机构的嘉宾展开深度探讨。三家创新企业路演，展示了从钠电材料、二氧化碳储能到相 变蓄冷技术的多元化创新突破。 据悉，本次沙龙系深圳上市公司协会—香蜜湖CVC创新服务中心在2025年度举办的第11期"星耀鹏城"系 列产业对接活动。深圳正在通过其强大的金融+科技+产业生态协同，积极布局"十五五"未来产业新机 遇。 ...

Core Viewpoint - The energy storage industry is undergoing a significant safety evaluation due to the increasing frequency of fire and explosion incidents in energy storage stations, prompting regulatory bodies to enhance safety management measures [1][2]. Industry Overview - The energy storage market, particularly electrochemical storage, is rapidly expanding in China, with a market share close to 90% in new energy storage applications [1]. - Despite being the largest in the world, China's electrochemical storage sector has a relatively low accident rate compared to its scale [1]. Safety Management Measures - The National Energy Administration and other departments issued a notification to strengthen safety management in electrochemical storage, focusing on six key areas: enhancing battery system safety, evaluating project safety conditions, improving standards, enforcing safety responsibilities, promoting inter-departmental collaboration, and ensuring corporate accountability [1][2]. - The notification emphasizes the need for improved standards and regulations in the electrochemical storage sector, with a focus on aligning with national safety standards [2][3]. Challenges in Safety and Technology - The electrochemical storage industry faces multiple challenges, including technical reliability, environmental safety, and lifecycle management issues related to lithium batteries [2]. - Concerns include the impact of temperature on battery efficiency, the risk of lithium dendrite formation leading to short circuits, and the environmental hazards posed by improperly managed retired lithium batteries [2]. Innovations and Future Directions - New carbon dioxide storage technology is gaining attention for its inherent safety features, utilizing inert CO₂ as a working medium, which offers environmental compatibility and safety advantages [2]. - Industry experts suggest a dual approach of "technology + management" to enhance safety and efficiency, advocating for innovation in both technical applications and management systems [3]. Economic Considerations - The economic competitiveness of electrochemical storage is identified as a core issue for large-scale adoption, necessitating a balance between safety and cost-effectiveness [3].

Group 1 - Shenzhen is striving to become a global leader in digital energy, focusing on diverse scenarios such as islands, mines, cities, and rural areas to create a one-stop product service and solution array for solar storage and ultra-fast charging networks [1] - The city aims to align urban development with the growth of energy enterprises, promoting the integration of the national "dual carbon" strategy with regional cooperation [1] - A total of 14 project packages were introduced, covering over 31,000 square meters, with precise product selection and site planning to build collaborative bridges between Shenzhen and surrounding areas [1] Group 2 - Leading companies such as China Resources Group, Shenzhen Energy, and China General Nuclear Power Corporation presented their collaborative projects and development plans, highlighting specific needs for solar, storage, wind power, charging, and microgrid projects [2] - 19 companies from Shenzhen's new energy industry showcased solutions and products, including heavy-duty vehicle ultra-fast charging and smart hydrogen energy, attracting significant interest from representatives of Jiangxi, Guizhou, and Yunnan [2]