证券日报网1月8日讯，南网储能（600995）在接受调研者提问时表示，除了锂离子电化学储能外，公司 积极关注并跟踪开展钠离子、液流、压缩空气、重力等新型储能技术研究，并将在相关技术路线较为成 熟时，选择合适的场景开展新技术应用示范。公司已投运的云南丘北宝池储能站同时采用了锂电池和钠 电池，为钠电池技术的进一步验证和推广应用提供了示范应用场景。 ...

Core Viewpoint - The article outlines the "Yunnan Province New Energy Storage High-Quality Development Special Action Plan (2025-2027)", aiming for a new energy storage capacity of over 8GW by 2027, focusing on various technologies including lithium iron phosphate and others [1][13]. Group 1: Goals and Technology - The core goal is to achieve a new energy storage capacity of over 8 million kilowatts (8GW) by 2027 [1]. - The technology roadmap emphasizes lithium iron phosphate as the primary technology while also promoting sodium-ion, all-vanadium flow, compressed air, and aluminum-lead carbon storage technologies [1]. Group 2: Application Scenarios - On the power generation side, new energy storage will support the construction of new energy power plants without making storage configuration a prerequisite for project approval [1]. - On the grid side, shared storage will be prioritized in areas rich in new energy, with new electrochemical storage projects required to adopt grid-structured storage technology [1]. - User-side storage will focus on various applications including industrial parks, zero-carbon parks, data centers, and more, promoting innovative models like virtual power plants and smart microgrids [1][19]. Group 3: Project Management Optimization - A clear management system will be established for new energy storage projects, with strict timelines for project registration and construction [3][24]. - Projects not meeting deadlines will be removed from the demonstration project list, and any transfer of project development rights is strictly prohibited [3][24]. - Policy support will be limited to projects included in the approved list, ensuring orderly planning by local energy authorities [3][24]. Group 4: Scheduling and Operation - New energy storage scheduling management rules will be developed to ensure fair dispatch and effective operation of storage facilities [4][26]. - A mechanism for the utilization of new energy storage will be established, requiring regular reporting on operational performance to provincial energy authorities [4][26]. Group 5: Technology Diversification - The plan encourages innovation in new energy storage technologies and promotes the application of various storage technologies, including long-duration storage and hydrogen storage [5][29]. - Collaborative applications of multiple storage technologies will be explored, particularly in renewable energy hydrogen production [5][29]. Group 6: Market Mechanism Improvement - New energy storage will be encouraged to participate in the electricity market, with a focus on developing a multi-level market system that allows for integrated participation in energy transactions [6][31]. - A pricing mechanism for new energy storage will be researched to ensure reasonable compensation for reliable capacity costs [6][31]. Group 7: Project Lists and Capacity - In 2025, a list of 45 new energy storage projects will be developed, with a total planned capacity of 895.5 MW and 2,036 MWh [7][10]. - The projects will include those already in operation, under construction, and in the preliminary stage [10][37]. Group 8: Safety and Talent Development - Safety regulations will be strictly enforced for new energy storage projects, ensuring compliance with national standards [32][33]. - Talent development initiatives will be implemented to enhance the skills of personnel involved in the operation and management of new energy storage systems [33].

文 | 中关村储能产业技术联盟 "十五五"时期，我国能源革命进入攻坚期，构建新型能源体系成为各省市高质量发展的核心战略。 目前各省市陆续发布了《国民经济和社会发展第十五个五年发展规划的建议》，纵观各地"十五五"规划蓝图，储能已从单纯的技术选项， 跃升为支撑能源转型、培育新质生产力的关键支柱。它不仅是消纳新能源、增强电网韧性的"稳定器"，更是驱动产业升级、实现绿色增长 的"新引擎"。 各省市"十五五"规划中，对储能的部署已形成多元化、规模化的发展共识，主要体现在以下三个层面： 定位升级 普遍将储能（抽水蓄能、新型储能）定位为 "构建新型电力系统" 的关键支撑，旨在提升电力系统的互补互济和安全韧性水平。 应用深化 支撑新能源消纳： 将储能作为提高风电、光伏等新能源消纳能力的必备手段，推动"风光火储"等多能互补基地建设。 赋能用户侧与电网： 加快智能电网和微电网建设，其中储能是重要元素；推广虚拟电厂模式； 推动源网荷储一体化， 强调通过储能实现电源、电网、负 荷、存储的协同互动；建设零碳工厂/园区，用户侧储能是实现低碳用能的关键。 探索新模式： 积极探索数据中心、智算中心、交通、钢铁、建筑、化工、绿电直连等配套储能 ...

与新能源材料、可持续燃料两大赛道迅猛发展对应的是中国资源循环利用产业规模呈现持续上升的趋 势。未来，循环经济将与数字化、智能化等前沿技术深度融合，逐步构建数据驱动的新型产业生态，而 增强龙头企业竞争力是推动全产业链发展的核心路径。 毕马威中国能源及天然资源行业主管合伙人蔡忠铨表示，新能源材料是决定新能源产业发展的基础变量 之一，涉及较长产业链供应链联动，包括有色金属、先进化工等一系列产业集群，更将深层次影响"可 持续燃料、循环经济"的发展，需要更多的研发投入与更高效的产业化布局，在资源保障、技术创新、 金融赋能等领域凝聚合力，共同推动我国新能源产业实现高质量发展。 编辑 岳彩周 校对 柳宝庆 新京报贝壳财经讯（记者陈维城）12月19日，在毕马威第二届"新能源科技50企业"榜单发布暨颁奖典礼 上，毕马威中国华东及华西区首席合伙人杨洁表示，中国新能源企业经过摸索与发展，已具备较明显的 产业竞争优势。通过不断的科技创新与突破，新能源在加速提高能源利用效率，推动构建新型能源体 系、优化能源结构。这将有助于我国降低对传统能源的依赖，提升国家能源自主性和安全性。 毕马威中国客户及业务发展主管合伙人江立勤表示，循环经济、新 ...

差距从何而来？答案不在今天，而在47年前。 当美国还在享受能源红利时，中国已悄然启动了一场关乎未来的电力长征。 小汉这篇文章，就跟大家聊聊中国电力激荡的47年。 美国真的要撑不住了。 美国能源信息署（EIA）公布，2024年，美国用户平均停电时间暴涨80%，部分地区一年停电超26小 时。 而在中国，电网不仅稳如磐石，还支撑着全球增长最快的AI算力需求。 停电背后是电价的疯狂上涨。2022到2025年间，美国平均零售电价上涨了13%，普通美国家庭一年的电 费从1683美元涨到1902美元。 过去十年，39个州的电价涨幅超过20%，加州更是高达96%。 2019到2024年，居民电价飙升27%，比工商业用电的涨幅高出8个百分点。 美国电网扛不住了 全球都在为AI时代的电力问题发愁，而美国的情况已经到了失控的地步。 2024年，美国单位用户平均停电时长达到662.6分钟，差不多是11小时，同比暴涨超过80%，比十年前 增长了近2倍。 数据中心扎堆的弗吉尼亚州和得克萨斯州更惨，停电时长分别同比延长228%和176%，得州较十年前的 增幅甚至超过700%。 现在有近8000万美国人不得不在交电费和支付医疗、住房等开支之 ...

中国企业联合会党委书记、常务副会长兼理事长朱宏任在作《面向"十五五"中国制造企业的转型与跃 迁》主旨演讲时指出，制造业是建设现代化产业体系、巩固实体经济根基的核心。中国制造业企业在世 界500强中的占比持续提升，展现了坚实实力。他强调，推进新型工业化必须聚焦智能制造，尤其要发 挥人工智能、物联网等技术的赋能作用，促进传统产业转型升级。同时，需以产业链协同推动大中小企 业融通发展，构建良性产业生态。面向"十五五"，企业应统筹基础能力与创新攻关，强化标准引领与人 才培养，通过人工智能激活工业新动能，共同推动制造业高质量发展。 中国能建（601868）首席专家万明忠在发表《协同创新驱动产业焕新加速建设新型能源体系》主题演讲 时指出，能源电力是新型工业化的核心动力，发展新能源与储能是必然选择。中国能建牵头百余家产业 链合作伙伴，以"研投建营数"一体化模式，引领压缩空气储能工程化、规模化、产业化进程，带动相关 产业转型升级，系统推进新技术、新场景、新模式、新产业（300832）融合发展。未来，中国有望通过 发展新能源实现弯道超车，开启新能源发展"黄金十五年"和万亿级新赛道，引领三次能源革命。需通过 产业链协同创新，推动 ...

编号：2025-018 投资者关系活动 类别 特定对象调研 分析师会议 媒体采访 业绩说明会 新闻发布会 路演活动 现场参观 其他 参与单位名称及 人员姓名 国联民生：张玮航 招莉 宝盈基金：张 戈 彭佳敏 吕功绩 侯星宇 时间 2025 年 12 月 12 日 （周五） 上午 10:30~11:30 地点 公司 215 会议室 上市公司接待人 员姓名 董事会秘书：秦媛 新能源事业部生产运营分部部长：黄缚虎 财务管理部副部长：代进能 证券事务代表：刘益汉 投资者关系活动 主要内容介绍 1.未来公司 3-5 年风电装机容量会有多少？ 答：随着永宁风电场扩建项目及通泉风电场扩建项目的全容量 并网发电，截至目前公司新能源总装机容量已达 259.486 万千 瓦，其中风电 241.886 万千瓦，光伏 17.6 万千瓦。与此同时， 公司持续加大资源排查力度，加强后续新能源项目资源获取。 面向未来，公司将以打造"云南绿色能源领军企业、区域内有 竞争力的新能源综合运营商"为使命目标，坚定不移地做强做 优做大绿色能源核心主业，推动公司高质量可持续发展。谢谢！ 2.公司风电项目的投资回报率在多少？通过精细化管理投资 回报率是 ...

能"拯救"没电的手机 分布在甘肃戈壁滩上的巨型"充电宝" 正与服务亿万人口的电网相连 这是12月1日在甘肃省酒泉市肃州区拍摄的阿特斯200兆瓦/800兆瓦时独立储能电站（无人机照片）。新 华社记者 范培珅 摄 口袋中的充电宝 在每个昼夜交替中 输送光明 这是12月1日在甘肃省酒泉市肃州区拍摄的阿特斯200兆瓦/800兆瓦时独立储能电站（无人机照片）。新 华社记者 范培珅 摄 在甘肃省酒泉市肃州区 216个装着磷酸铁锂储能电池的"集装箱" 构成了一座200兆瓦/800兆瓦时储能电站 它通过智能系统聚合调峰 能在4小时内充电80万度 这是12月1日在甘肃省酒泉市肃州区拍摄的阿特斯200兆瓦/800兆瓦时独立储能电站。新华社记者 范培 珅 摄 对电网而言 储能电站就是"调节器" 在电力低谷或新能源富余时段储存电能 电网为何需要"充电宝" 因为光伏、风电等新能源发电 具有间歇性、波动性 对电力系统的安全稳定运行带来挑战 这是12月1日在甘肃省酒泉市肃州区拍摄的阿特斯200兆瓦/800兆瓦时独立储能电站。新华社记者 范培 珅 摄 在用电高峰或供应紧张时释放电能 实现"削峰填谷" 提升供电可靠性与电网运行效率 这是12月 ...

Group 1 - The core leadership of China Energy Engineering Group has been adjusted, with Ni Zhen appointed as the Party Secretary and Chairman, while no longer serving as General Manager [2] - Ni Zhen has extensive experience in the construction industry, having held various senior positions in companies such as China Railway Construction Corporation and China Railway Real Estate Group [2] - Under Ni Zhen's leadership, China Energy Engineering Group has achieved significant international business growth, with nearly 750 billion yuan in overseas contracts signed in the past three years, including over 550 billion yuan in countries involved in the Belt and Road Initiative [2] Group 2 - China Energy Engineering Group is focusing on strategic emerging industries and future industries, aiming to tackle key technologies in areas such as new energy storage, green hydrogen, and high-altitude wind energy [3] - The company is in a critical period of implementing its "1466" strategy and accelerating its transformation towards "Four New Energy Construction" [3] - Ni Zhen is expected to continue the strategic approach seen in international business expansion, shifting from "going out" to "integrating in," thereby creating new growth drivers [3]

Core Viewpoint - The 2025 China Energy Storage CEO Summit highlighted China's leadership in energy storage, with significant growth in installed capacity and efficiency, marking a transition towards high-quality development in the industry [5][6]. Group 1: Industry Growth and Performance - By the third quarter of 2025, China's new energy storage projects reached an installed capacity of 112.4 GW and 270.4 GWh, with power and energy scale increasing by 103% and 116% year-on-year, respectively [5][6]. - Energy storage projects accounted for over 60% of the total installed capacity in power storage, positioning China as the global leader [5][6]. - The equivalent utilization hours for new energy storage in the first three quarters of 2025 were approximately 770 hours, an increase of about 120 hours year-on-year, significantly contributing to power supply stability [5][6]. Group 2: Technological Advancements - The industry is witnessing diverse technological advancements, with lithium-ion batteries undergoing continuous iteration and cost reduction, while long-duration storage technologies like compressed air and flow batteries are achieving scale breakthroughs [5][6]. - Emerging technologies such as solid-state batteries and hydrogen storage are accelerating development, creating a complementary and collaborative industrial ecosystem [5][6]. Group 3: Market Dynamics and Global Cooperation - The shift from mandatory storage policies to market-driven mechanisms is enhancing market vitality, with companies increasingly focusing on value creation [5][6]. - Energy storage applications are expanding from electricity to various sectors, including industrial parks, solar charging stations, and data centers, evolving into multi-faceted solutions [6]. - Global cooperation is becoming a core topic, with over 100 countries committing to net-zero carbon emissions, leading to an expanding market for new energy storage applications [6][7]. Group 4: Future Outlook and Strategic Initiatives - The summit aimed to create a high-end platform for resource linkage across the entire industry chain, focusing on practical experience sharing and precise business matching to support Chinese energy storage companies in international expansion [6][7]. - The alliance is committed to promoting the sustainable development of the energy storage industry and addressing global carbon neutrality challenges as opportunities for green economic growth in China [8].