格隆汇11月4日丨中化装备(600579.SH)在互动平台表示，北化机现在所开发的是应用于显热储能的硝酸 熔盐技术，同钍基发电的高温熔盐在应用温度以及使用性质上存在区别，故目前北化机主要针对"太阳 盐"开发的相关吸热、储热、换热装备，在钍基熔盐领域无相关研究及应用。 ...

格隆汇11月4日丨中化装备(600579.SH)在互动平台表示，北化机现在所开发的是应用于显热储能的硝酸 熔盐技术，同钍基发电的高温熔盐在应用温度以及使用性质上存在区别，故目前北化机主要针对"太阳 盐"开发的相关吸热、储热、换热装备，在钍基熔盐领域无相关研究及应用。 ...

Core Viewpoint - The energy storage industry is actively promoting a "anti-involution" initiative, with 149 companies participating in a proposal aimed at maintaining fair competition and promoting healthy development within the sector [1][2] Group 1: Industry Participation - The initiative has garnered significant support, with participation from major players across various segments of the energy storage supply chain, including lithium-ion batteries, flow batteries, sodium-ion batteries, and more [1] - Notably, nine out of the top ten lithium-ion battery manufacturers and eight out of the top ten energy storage system integrators have actively engaged in this initiative, indicating strong industry consensus [1] Group 2: Proposal Structure - The proposal consists of six chapters, including general principles and appendices, with specific sections addressing cost pricing behavior, product and service fulfillment, technological innovation, green development, and industry coordination mechanisms [2] - The cost pricing behavior section encourages members to compete based on technology, service, reputation, and fulfillment capabilities, advising against irrational low pricing practices to prevent "bad money driving out good" [2] Group 3: Future Actions - The China Chemical and Physical Power Industry Association is currently in the process of soliciting feedback on the initiative and welcomes more companies to join in order to refine and implement the proposal [2] - The association plans to regularly publish the list of participating companies and the progress of the initiative's implementation, while also updating the content based on industry developments and feedback to ensure its long-term effectiveness [2]

Core Viewpoint - The China Chemical and Physical Power Industry Association has released a draft initiative aimed at maintaining fair competition and promoting healthy development in the energy storage industry, with participation from 149 companies [1] Group 1: Participation and Industry Coverage - The initiative has seen participation from a wide range of companies across the energy storage supply chain, including lithium-ion batteries, flow batteries, sodium-ion batteries, compressed air storage, flywheel storage, supercapacitors, thermal storage, PCS, BMS, energy storage system integrators, smart equipment, temperature control systems, fire protection systems, design planning, and construction installation [1] - Among the top ten lithium-ion battery manufacturers, nine companies actively participated in the initiative, while eight out of the top ten energy storage system integrators also joined [1] - The strong response and support from industry players indicate a potential for forming industry consensus and self-regulation [1]

正文 在碳达峰、碳中和目标的引领下，我国能源体系正加速向清洁低碳、安全高效转型。近 年来，我国电力行业绿色低碳发展不断取得新成就。"十四五"以来新能源发电装机规模累计 增长157.4%，年均增长26.7%；截至2024年末，以风电、太阳能发电为主的新能源发电装机 规模达到14.5亿千瓦，首次超过火电装机规模。然而，受自然因素和技术限制影响，新能源 发电表现出间歇性和波动性的特点，给电网的安全性和稳定性带来挑战。因此，能够为电网 运行提供调峰、调频、备用、需求响应支撑等多种服务的储能技术，成为解决这一难题的关 键，对于提升电力系统灵活性和安全性具有重要意义。相比传统的抽水蓄能，新型储能技术 具有建设周期短、布局灵活、响应速度快等优势，可以实现电力系统的弹性调节。当前主流 的新型储能技术包括锂离子电池、液流电池等电化学储能技术，压缩空气、飞轮储能等物理 储能技术，储热、储冷等热力学储能技术，以及氢储能等化学储能技术。 摘要 近年来，我国电力行业绿色低碳发展不断取得新成就，截至2024年末，我国新能源装机 规模首次超越火电，然而新能源发电的波动性对电网稳定性构成挑战。在此背景下，具备布 局灵活、响应迅速等优势的新型 ...