阅读此文之前，麻烦您点击一下"关注"，既方便您进行讨论和分享，又能给您带来不一样的参与感，创作不易，感谢您的支持。 有人说，中国的能源转型就像是开了挂。你以为风能、太阳能只是"加分项"，结果人家直接成了主角。过去这几年，你家用的每3度电，竟然有1度是绿电 ——没开玩笑，国家能源局局长王宏志亲口说的。可再生能源发电装机占比，从40%一路飙到60%，绿电正加速从"补充"变"主力"。 印象中，大夏天一开空调，大家都担心电不够用。结果人家国家能源局统计了一下，五年新增用电量就超过了欧盟一整年。啥叫底气？这就是底气。 01 更劲爆的消息是，中国已经建成了全球最大、发展最快的可再生能源体系。不止是风光发电，绿证、绿电交易、车网互动一整套都整起来了。现在你在路上 看到的新能源汽车，有一半都在中国跑着，背后是全国最大最全的充电桩网络——每5辆电车就有2个桩，出门再也不用担心"电荒"！ 02 说到储能，这几年国家在搞什么"新型储能"？一句话——把电存起来，想用就用。以前一说到能源储备，大家只知道水库、煤堆，现在你听过"锂电池储 能""压缩空气储能"没？中国新型储能装机规模直接干到了全球第一，占全球40%以上。五年增长20倍，这 ...

文 | 国家能源局 近期，国家能源局重磅发布《中国新型储能发展报告（ 2025）》，报告研究了国际新型储能发 展形势，全面梳理了2024年我国新型储能发展情况，展望了2025年新型储能行业发展趋势，并 总结了2021—2024年中国新型储能发展大事记。作为支撑新型电力系统的核心技术，新型储能 已成为能源革命与"双碳"战略目标实现的重要支点。报告从顶层设计、发展瓶颈与战略布局等方 面提出相关工作部署，为"十五五"时期新型储能产业提质增速奠定坚实基础。 一、顶层设计与产业实践双向赋能：规模化发展格局全面形成 （一）政策体系全面构建，体制机制创新释放发展新动能 国家层面将新型储能写入《中华人民共和国能源法》，明确其在电力系统调节中的法律定位， 2024年《政府工作报告》首次将"发展新型储能"列为重点任务。国家能源局等部门出台《加快 构建新型电力系统行动方案》《电力系统调节能力优化专项行动实施方案》等政策，从并网调 度、市场机制、技术攻关等维度 形成"规划—标准—市场"的政策闭环 。地方层面，山东、广东 等17个省份装机规模突破百万千瓦，通过容量补偿、现货市场等机制创新， 构建了"省级统筹— 地市落地—项目示范"的实 ...

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 - 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]

据证券之星公开数据整理，近期云南能投（002053）发布2025年中报。截至本报告期末，公司营业总收 入15.95亿元，同比下降13.93%，归母净利润3.11亿元，同比下降45.24%。按单季度数据看，第二季度 营业总收入6.41亿元，同比下降27.05%，第二季度归母净利润9013.8万元，同比下降57.4%。本报告期 云南能投公司应收账款体量较大，当期应收账款占最新年报归母净利润比达242.15%。 本次财报公布的各项数据指标表现不尽如人意。其中，毛利率37.89%，同比减22.41%，净利率 18.97%，同比减37.02%，销售费用、管理费用、财务费用总计2.73亿元，三费占营收比17.1%，同比增 5.02%，每股净资产8.08元，同比增1.69%，每股经营性现金流0.62元，同比减24.58%，每股收益0.34 元，同比减45.24% | 项目 | 2024年中报 | 2025年中报 | 同比增幅 | | --- | --- | --- | --- | | 营业总收入(元) | 18.53亿 | 15.95 Z | -13.93% | | 归母净利润(元) | 5.68亿 | 3.11亿 | - ...

*风险提示：股市有风险，入市需谨慎 A股相关概念股主要有陕鼓动力 、三维化学等。 *免责声明：文章内容仅供参考，不构成投资建议 据中证报报道，近日由中国企业自主研发的世界最大人工硐室储气原位试验平台储气密封循环试验突破 世界最高压力等级18兆帕，标志着我国全面掌握人工硐室储气领域相关技术。这项突破同步创下超高压 力、超严密封、超高可靠、超全感知、超高效率五项世界纪录，为沙戈荒新能源基地装上"绿色充电 宝"。 中证报指出，随着风电、光伏等可再生能源装机量迅猛增长，其"靠天吃饭"的特性给电网稳定运行带来 了严峻调峰挑战。中国新能源大规模并网，新能源发电间歇性、波动性的特点给电力系统安全运行带来 了极大挑战。压缩空气储能作为一种大规模物理储能技术，具有储能容量大、使用寿命长、环境友好等 优势，被誉为"超级绿色充电宝"。 据中证报表示， ...

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]

Core Viewpoint - The establishment of the Baima Lake Laboratory's New Energy and Marine Energy Industry Incubator in Hangzhou aims to accelerate the transformation of scientific achievements and industry incubation in the future energy sector [1][3]. Group 1: Incubator Overview - The incubator is a collaboration between Baima Lake Laboratory and Zhejiang Xunxing Future Industry Operation Management Co., supported by state capital and local government [3]. - Nearly 20 companies have already settled in the incubator, focusing on cutting-edge energy technologies such as solar cells, all-solid-state batteries, compressed air energy storage, and hydrogen fuel cells [3][4]. Group 2: Support and Resources - The incubator provides comprehensive support for enterprises, from feasibility and mechanism verification to productization and commercialization [3]. - The incubator facilitates connections to more R&D resources, aiding in technology iteration, particularly in the compressed air energy storage sector [3][4]. Group 3: Financial Support and Future Plans - A "Hangzhou Science and Technology Financial Service Alliance" has been established to create a funding mechanism for hard tech projects within the incubator [6]. - The incubator plans to expand its incubation model and build provincial and national-level incubation platforms [6]. Group 4: Regional Industry Development - Hangzhou High-tech Zone (Binjiang) has focused on the "dual carbon" goal, actively developing sectors like photovoltaics, energy storage, and emerging energy, with 120 national high-tech enterprises and 165 provincial technology-based SMEs already established [6].

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].

Group 1: Salt Production and Profitability - The company's actual salt production capacity is 1.8 million tons per year, with 346,000 tons of edible salt and 1,319,000 tons of industrial salt expected in 2024. The gross margin for industrial salt is approximately 20% [1][2] - The seasonal sales characteristics of edible salt are influenced by consumer purchasing habits [3] Group 2: Renewable Energy Projects and Performance - In 2025, the company is focusing on the expansion of a 670,000 kW wind power project and an 85,000 kW photovoltaic project, with the 50,000 kW photovoltaic project already connected to the grid as of April 30, 2025 [2] - The average utilization hours for wind power from 2022 to 2024 are 2,533.35 hours, 2,781.26 hours, and 2,489.69 hours respectively [3] Group 3: Financial Performance and Dividends - The cash dividend for the year 2023 accounted for 30.55% of the net profit attributable to shareholders, while the expected figure for 2024 is 45.01%. The company aims to continue a positive and stable dividend policy to enhance shareholder value [4] Group 4: Seasonal Variability and Storage Solutions - The company experiences seasonal performance fluctuations in wind power generation, with a strong wind season from November to May and a weak wind season from June to October [3] - The 350 MW compressed air energy storage project in Kunming has completed feasibility studies and technical evaluations [3]