从业务板块来看，易成新能以高端碳材、新型储能为业务主线，产业布局涵盖新能源、新材料行业多项 业务。公司收购梅山湖公司后，石墨电极全产业链产能突破10万吨，在行业内的市场份额和议价能力得 到提升。公司还积极探索新型储能领域，收购并增资平煤神马储能布局锂离子电池储能，控股孙公司开 封时代致力于全钒液流电池的生产及全钒液流电站的开发、建设和运营，有望在新能源储能市场中占据 一席之地。 对于下半年的发展，易成新能表示将充分发挥公司的核心竞争力和全产业链优势、技术优势和品牌优 势，通过持续增加研发投入，推进技术创新，完善公司产业链条，提升公司盈利能力，增强公司市场竞 争力。 易成新能表示，随着公司完成了对亏损严重的平煤隆基光伏电池片业务的剥离，帮助公司改善了盈利状 况，亏损面大幅收窄。另外，凭借其他主营业务收入的提升，公司整体营业收入仍实现增长。一是随着 南阳天成、青海天蓝二期两个负极材料项目的全面投产，公司负极材料业务收入大幅增长，青海天蓝报 告期内实现扭亏为盈；二是中原金太阳（300606）公司在上市公司增资的大力支持下，业务规模不断增 加，电站施工项目及并网电站逐渐增多，施工及发电收入增长均超100%，净利润由同 ...

记者8月23日从国网新疆电力有限公司了解到，截至7月底，新疆电网储能装机规模达1241万千瓦，同比 增长超一倍。储能电站就像大型"充电宝"，在用电低谷时，储能进行充电蓄能；用电高峰时，储能释放 电能填补电力缺口。目前新疆储能呈现多元化发展趋势，除了抽水蓄能等传统储能方式，还包括磷酸铁 锂电池、钠离子电池、全钒液流电池、压缩空气等新型储能类型。 （文章来源：央视新闻） ...

Core Viewpoint - The article emphasizes the strategic significance of new energy storage in supporting the construction of a new power system and achieving "dual carbon" goals, highlighting the efforts of the State Grid Corporation in driving high-quality development in this sector [2][7]. Group 1: Achievements in New Energy Storage Development - The State Grid Corporation has significantly enhanced new energy storage technology innovation and mechanism construction, achieving substantial growth in both scale and quality [3]. - By the end of 2024, the cumulative installed capacity of new energy storage projects in China reached 73.76 million kilowatts, a growth of over 130% compared to the end of 2023 [4]. - As of June 2025, the installed capacity in the State Grid's operating area reached 76.24 million kilowatts, with an annual increase of 17.48 million kilowatts, representing a year-on-year growth of 100.34% [4]. Group 2: Technological Advancements and Standards - The State Grid Corporation has led the establishment of a technology innovation hub, promoting diverse technological advancements and standardization in new energy storage [5]. - Various technologies such as lithium-ion batteries, sodium-ion batteries, and vanadium flow batteries have been successfully integrated and demonstrated, contributing to a competitive development landscape [5]. Group 3: Market Mechanism Improvements - The State Grid Corporation has pioneered the establishment of market mechanisms for new energy storage, facilitating value release across 22 provinces [6]. - In 2024, the trading volume of new energy storage reached 7.12 billion kilowatt-hours, a year-on-year increase of 2.7 times [6]. Group 4: Future Directions for New Energy Storage - The article outlines the need for new energy storage to evolve into a core system regulation component, clarifying its functional positioning within the new energy system [8][9]. - There is an urgent need to focus on breakthroughs in long-duration energy storage technologies, as current applications are predominantly lithium-ion batteries, which account for 96.4% of installed capacity [10]. - The establishment of a multi-layered unified electricity market system is essential to enhance the market mechanisms for new energy storage, ensuring reasonable returns and cost distribution [11]. Group 5: Key Initiatives for High-Quality Development - The State Grid Corporation aims to strengthen top-level design and optimize resource allocation to support the national "14th Five-Year Plan" for new energy storage [13]. - Focused efforts on core technology breakthroughs and the promotion of innovative storage technologies are crucial for upgrading the industry [14]. - The corporation is committed to providing technical support for the national unified electricity market, enhancing the profitability of new energy storage [15].

源网荷储产业体系：以中原金太阳为链首，前瞻布局全钒液流电池储能技术，绿能业务营收大幅上涨。 半导体AI产业体系：以硅烷科技为链首 ，积极拓展新赛道。 公司深化"东引西进出海"战略，与宁德时代等行业龙头在新型储能、零碳应用领域深度合作，构筑起绿 色低碳产业链生态圈，为河南打造新能源产业高地注入强劲动能。 在服务国家"双碳"战略、推动河南产业转型升级的征程中，河南易成新能源股份有限公司（以下简 称"易成新能"）（股票代码：300080）党委书记、董事长杜永红，以高度的政治责任感，引领企业实现 了经济效益与社会价值的双轮驱动、协同跃升。公司不仅成为新能源新材料领域的产业标杆，更在乡村 振兴、民生保障、诚信经营等方面彰显了新时代省属上市国企的厚重担当。 战略布局筑高地，产业引领树标杆 易成新能在杜永红的带领下，瞄准行业制高点，倾力构建具有全球竞争力的"3+N"产业体系： 高端碳材产业体系：以开封炭素为链首，石墨电极国内市场占有率稳居第一，产品远销20余个共建"一 带一路"国家，创汇超50亿元，为全球绿色冶炼提供关键支撑；负极材料产能扩至10万吨/年，实现全工 序一体化运营。 数字化促转型：智能制造示范线推动生产效率提 ...

Core Viewpoint - The report highlights the critical role of new energy storage in supporting the new power system and achieving the "dual carbon" strategic goals, emphasizing the need for top-level design, addressing development bottlenecks, and strategic layout for the new energy storage industry during the 14th Five-Year Plan period [2]. Group 1: Top-Level Design and Industry Practice - A comprehensive policy framework has been established, with new energy storage included in the Energy Law of the People's Republic of China, marking its legal position in power system regulation [3]. - By the end of 2024, the installed capacity of new energy storage in China reached 73.76 million kilowatts, accounting for over 40% of the global total, with an average annual growth rate exceeding 130% [4]. - Technological innovation has led to significant advancements, including the mass production of lithium-ion battery cells with a capacity of 500 ampere-hours and a cycle life of 15,000 times [5]. Group 2: Bottlenecks in High-Quality Development - Despite a 25% decrease in lithium-ion battery storage costs compared to 2023, the initial investment for long-duration storage (over 4 hours) remains high, with vanadium flow battery systems costing 1.6 to 2.5 times that of lithium-ion batteries [6]. - The current standards primarily cover electrochemical storage, but there are systemic challenges in the implementation of these standards, highlighting the need for enhanced execution and regulatory oversight [7]. - The industry chain has weak links, particularly in high-end products, which still rely on imports, indicating a need for improved collaboration between research, development, and engineering [9]. Group 3: Leading Global Energy Storage Paradigm - A focus on technological innovation across various time scales is essential, with plans to upgrade lithium-ion batteries and accelerate the industrialization of sodium-ion and solid-state batteries [10]. - The establishment of a unified capacity compensation mechanism and a three-pronged revenue model is necessary to unlock diverse value opportunities for new energy storage [11]. - The report advocates for the internationalization of storage technology standards and the establishment of integrated projects in overseas markets, aiming to position China as a leader in the global energy storage industry [12].

Core Viewpoint - The rapid development of new energy storage technologies in China is evident, with a clear trend towards "long-duration" storage solutions, particularly in flow batteries and compressed air energy storage [2][3][4] Policy Support - National policies are increasingly supportive of large-scale and medium-to-long duration energy storage projects, with multiple initiatives aimed at enhancing the commercial viability of long-duration storage [3][5][7] - Local governments are also implementing subsidy policies to improve the economic competitiveness of new energy storage projects, with various regions offering significant financial incentives [7][8] Market Growth - The installed capacity of new energy storage projects in China surpassed 137.9 GW by the end of 2024, with new energy storage alone reaching 78.3 GW, marking a year-on-year growth of 126.5% [9][11] - The proportion of long-duration storage projects (4 hours and above) has increased to 15.4% of the total installed capacity, reflecting a growing focus on long-duration energy storage solutions [11][13] Technology Development - Flow battery installations have seen rapid growth, with a total capacity exceeding 1 GWh in the first half of 2025, representing a year-on-year increase of approximately 272% [14][15] - The flow battery market is diversifying, with all-vanadium flow batteries dominating but other technologies like zinc-iron and iron-chromium also making progress [15][17] - Compressed air energy storage projects are gaining traction, with 14 projects initiated in early 2025, totaling 4.1 GW/18.7 GWh, a 33.3% increase from the previous year [24][26] Project Scale - The trend towards larger-scale projects is evident, with the number of flow battery projects exceeding 100 MW increasing from 1 in 2023 to 4 in 2024, and 14 more in development [22][24] - Significant breakthroughs in large-capacity compressed air projects have been achieved, including the world's first 300 MW compressed air storage facility [26][29] Emerging Technologies - The potential of compressed carbon dioxide storage technology is beginning to emerge, with two projects under construction, totaling 200 MW/1400 MWh, indicating a growing interest in this area [29][30]

Group 1 - The core viewpoint of the article highlights the significant progress in the all-vanadium flow battery industry chain in Xinjiang, marked by a meeting between the local government and Hualu Group [2] - Hualu Group plans to invest in a 2GWh all-vanadium flow battery industrial base, which will serve as an important benchmark in the new energy storage sector in Xinjiang [4] - The project aims to address the pain points of wind and solar energy storage by creating a complete industrial chain from ore mining to electrolyte preparation and energy storage system integration [4] Group 2 - The article mentions a significant decline of 88.8% in the new energy storage bidding market in July, indicating potential challenges in the sector [4] - Upcoming events include the fifth energy storage safety seminar scheduled for October in Tianjin, which may provide further insights into industry developments [5]

Policy Overview - In July 2025, a total of 84 energy storage-related policies were released or solicited for opinions, with 9 at the national level and 32 from local regions such as Sichuan, Shanxi, and Shanghai [3][4] - Among these, 58 policies were classified as very important, accounting for 69% of the total, with significant contributions from provinces like Sichuan and Shandong [3] National Policies - The National Development and Reform Commission and the State Administration for Market Regulation released a draft amendment to the Price Law, refining standards for identifying unfair pricing behaviors [4] - The Ministry of Commerce published a list of technologies restricted for export, including lithium iron phosphate battery preparation technology and lithium extraction technologies [4] - A notification was issued to support the construction of zero-carbon parks, with pilot projects recommended by local regions [6][4] Local Policies - The Xi'an Development and Reform Commission issued guidelines for the development of new energy storage power stations, planning to initiate three projects by 2025 [8] - The Hebei Development and Reform Commission released implementation rules for distributed photovoltaic power generation, allowing energy storage facilities to be integrated with local grids [10] - The Shandong Development and Reform Commission published a plan for zero-carbon park construction, promoting integrated projects for energy generation and storage [10] Pricing Policies - The Sichuan Power Trading Center outlined arrangements for user-side energy storage projects, allowing operators to negotiate revenue calculations [25] - The Hainan Development and Reform Commission proposed a market-oriented reform plan for renewable energy pricing, with specific price ranges for different types of projects [26] - Shanxi's plan for renewable energy pricing reform includes mechanisms for both existing and new projects, ensuring competitive pricing [26] Demand Response Policies - The Guizhou Energy Bureau introduced a demand response trading scheme, categorizing market participants and setting compensation price limits for peak shaving and valley filling [32] - The Sichuan Development and Reform Commission maintained a standard for active peak load response pricing [33] Green Electricity Trading Policies - The Qinghai Energy Bureau published a plan for green electricity direct connection projects, emphasizing self-consumption ratios and renewable energy utilization [35] - The Yunnan Development and Reform Commission outlined measures to enhance the capacity of connected projects through energy storage [35] Low-Carbon Development Policies - The Shandong Development and Reform Commission's zero-carbon park plan encourages the development of various energy storage technologies [38] - Notifications from Shanghai and Hubei support the establishment of national-level zero-carbon parks [38] Demonstration Project Policies - The Guizhou government listed 41 major projects related to energy storage, including 23 new energy storage power station projects with a total capacity of 2.65GW [40] - The Sichuan Development and Reform Commission's project list includes 27 energy storage projects totaling 3022.5MW [41]

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].

Core Points - Dalian Rongke Energy Technology Development Co., Ltd. has recently passed the ISO 56005 international standard audit and certification, becoming the first company in Northeast China to obtain the ISO 56005 Level 3 certificate [1] - The ISO 56005 standard is the first international standard for intellectual property management proposed and promoted by China, aimed at enhancing innovation efficiency, quality, and effectiveness [1] - As of mid-2023, only 88 enterprises and organizations worldwide have achieved Level 3 certification or above [1] Company Highlights - Dalian Rongke Energy focuses on the research and application of energy storage technology, becoming a global leader in the development of the all-vanadium redox flow battery industry chain with complete independent intellectual property rights and high-end manufacturing capabilities [1] - The company's products are widely used both domestically and in overseas markets, including the United States, Australia, and Germany [1] Regional Significance - The acquisition of the first ISO 56005 Level 3 certificate in Northeast China not only recognizes Dalian Rongke's strength in innovation and intellectual property management but also signifies Dalian's leadership in promoting the integration of enterprise innovation and intellectual property management in the region [1]