文|新浪财经 刘丽丽 空气到底如何储存能量？山东泰安项目经理刘少勇介绍，"用电低谷时，富余的电能驱动'打气筒'，将 空气压缩至'气球'里形成高压状态。" 这里的"气球"，就是盐穴、人工硐室等密封储气库。山东泰安项目核心技术在于巧妙利用地下废弃盐穴 作为储气库。空气压缩过程中产生的热量，则以热水、熔盐等形态储存在地面的储热罐中。用电高峰 时，储气库会释放所储存的高压空气、储热罐释放所储存的热量。这时，高压空气被加热，使其具有极 大的膨胀力来驱动空气透平发电机组，就像吹动风电机组的"大风车"一样，产生电能向电网供电。这一 过程有效实现了电网的"削峰填谷"，显著提升了电网调节能力和对风电、光伏等波动性新能源的消纳能 力。 作为世界在建的最大单机功率压缩空气储能项目、中国能建首个商业化压气储能项目，山东泰安项目不 仅是中国能建在压缩空气储能领域实现从"0到1"原创突破和"1到100"规模化应用双向突破的典范，更是 盘活当地废弃盐穴资源、带动传统产业升级的生动实践。项目建成投产后，也将极大提高区域电网供电 可靠性。 （"能储一号"山东泰安 350兆瓦压缩空气储能创新示范电站） 可给中小型城市持续供电5小时 单机功率35 ...

关于印发《四川省电网侧新型储能项目清单（2025年度）》的通知(川发改能源〔2025〕309号) 相关市（州）发展改革委、能源行业主管部门，能源运行主管部门，国网四川电力，有关企业： 现将《四川省电网侧新型储能项目清单（ 2025 年度）》印发你们，请相关市（州）发展改革委、能源行业主管部门加强指导、协调推进项目 建设，电网企业积极做好接入并网等工作，项目业主按照市场化原则加快推进项目实施，推动清单项目尽快建成投运。相关市（州）能源行业主 管部门要强化项目调度，按月报送项目进展情况，自本通知印发之日起 1 年内未实质性开工建设的项目，将予以调出项目清单。有关各方要切 实履行安全生产主体责任、监管责任，严格落实项目安全、消防等管理要求，确保项目建设、运行安全。 文 | 四川省发展和改革委员会 7月11日，四川省发展改革委发布2025年度 电网侧新型储能项目清单，27个 项目总规模达3.02GW/8.24GWh 。 技术类型包括压缩空气储 能、新型固态电池、超级电容、磷酸铁锂、钠离子、 全钒液流储能、 钛酸锂等。 | | 四川能投新津邓双二期 | 成都市新津区四川能投 (1) | 《 欧 目公司王体 -四川能投储 ...

文 | 国家能源局 近期，国家能源局围绕保障能源安全和绿色低碳转型，促进新技术、新产业、新业态发展，集中发 布了一批重点行业标准。 一、引领能源新技术、新产业、新业态发展 （一）《分布式调相机并网技术规定》。适用于新建或改扩建分布式调相机的并网设计和测试，规 定了分布式调相机的并网原则，并在无功电压控制、运行适应性、二次系统以及测试与评价等方面 提出了技术要求。标准的发布实施，可促进分布式调相机科学有序接网，规范分布式调相机并网的 技术要求，支撑 "沙戈荒"大型新能源基地开发和安全运行。 （二）《多能互补项目经济评价规范》。适用于多能互补项目经济评价，规定了多能互补项目经济 评价的总体原则、基本规定、经济和财务评价的方法、参数、内容和要求；同时，根据不同电源的 运行特点，规定了合理确定不同电源和项目的总成本费用和效益的要求和方法。标准的发布实施， 可为多能互补项目提供统一的经济评价框架和方法，弥补我国多能互补项目经济评价规范的空白， 提高多能互补项目决策的科学化水平，提升项目经济评价的一致性和准确性。 （三） 《电化学储能电站并网验收技术规范》。 适用于通过 10kV（6kV）及以上电压等级并网的 新建、改建 ...

（三）《电化学储能电站并网验收技术规范》。适用于通过 10kV（6kV）及以上电压等级并网的 新建、改建和扩建的电化学储能电站的并网验收，规定了电化学储能电站并网验收条件、验收程 序、验收职责范围、验收内容及技术要求等。标准的发布实施，可规范电化学储能电站在生产准备 阶段的并网验收程序，有助于提升安全稳定运行水平。 （四）《压缩空气储能电站地下储气库设计规范》。适用于新建、扩建、改建的压缩空气储能电站 地下储气库设计，规定了压缩空气储能电站地下储气库选址及布置、稳定性分析、支护设计、结构 设计、主要设备等内容。标准的发布实施，弥补了国内压缩空气储能电站地下储气库技术标准的空 白，对于规范地下储气库设计和建设具有重要意义。 （五）《压缩空气储能电站设计规范》。适用于单台发电机组容量为 10MW及以上非补燃式压缩空 气储能电站的设计，规定了压缩空气储能电站的电力系统、站址选择、总体规划及总平面布置、主 机系统及设备、储换热系统及设备、主厂房区域布置、储气系统、辅助工艺系统及设备、电气设备 等方面的要求。标准的发布实施有助于提高压缩空气储能电站设计规范化水平和设备兼容性，降低 投资风险。 （六）《煤矿 5G通信系统 ...

Group 1 - The Shanghai Cooperation Organization (SCO) Energy Ministers' Meeting was held in Ningbo, Zhejiang, focusing on "Innovation Integration, Energizing the Future" and is a significant diplomatic event for China's energy sector in 2025 [1] - The meeting saw the release of the "China-SCO Renewable Energy Cooperation Report 2024," and 25 projects were signed with a total investment of approximately 40 billion RMB and a total installed capacity of 12 million kilowatts [1] Group 2 - Energy cooperation is a crucial aspect of collaboration among SCO member states, with China emphasizing the importance of policy communication, infrastructure connectivity, and technology exchange to enhance regional prosperity [2] - The report highlights strong momentum in renewable energy project cooperation between China and SCO countries, with notable projects in Nepal and Egypt contributing to sustainable development and energy access [3] Group 3 - Technological innovation is identified as a key driver for global energy transition, with advancements in smart grids, energy storage, and hydrogen technologies being pivotal in addressing challenges related to renewable energy intermittency [4] - The establishment of the world's first 300 MW compressed air energy storage demonstration project in Hubei represents a significant milestone in China's energy storage technology development [4] Group 4 - Digital energy technologies are being innovatively applied in complex environments, such as the use of heavy drones for photovoltaic project construction in Shanxi, showcasing advancements in automation and AI for energy projects [5] - International cooperation in technology is deepening, with the establishment of innovation centers in Spain and Uzbekistan aimed at fostering research, development, and talent cultivation in clean energy [6]

据了解，该项目的核心技术在于巧妙利用地下废弃盐穴作为储气库。空气压缩过程中产生的热量，以热 水、熔盐等形态储存在地面的储热罐中。用电高峰时，储气库会释放所储存的高压空气、储热罐释放所 储存的热量。这时，高压空气被加热，具有极大的膨胀力来驱动空气透平发电机组，就像吹动风电机组 的"大风车"一样，产生电能向电网供电。这一过程有效实现了电网的"削峰填谷"，显著提升了电网调节 能力和对风电、光伏等波动性新能源的消纳能力。 日前，国务院国资委新闻中心"走进新国企——品牌引领·智链未来"采访团走进中国能源建设集团有限 公司（以下简称"中国能建"），探访中国能建主体投资建设的"能储一号"——山东泰安350兆瓦压缩空 气储能创新示范电站，探寻这座电站在能源领域的独特魅力与创新意义。 凭借单机功率以及显著的综合效益，该项目已入选2023年山东省新型储能示范项目、2024年山东省重大 项目名单和2024年山东省新旧动能转换重大产业攻关项目。 该电站位于山东泰安，中国能建数科集团采用"研投建营数"一体化模式建设，一期1台350兆瓦盐穴型非 补燃式压缩空气储能电站，设计储能充电8小时，释能发电4小时(预留容量可延长至6小时，属于可扩 ...

Core Viewpoint - The report outlines the mid-term progress of China Energy Construction Co., Ltd.'s "Quality Improvement, Efficiency Enhancement, and Return to Shareholders" initiative for 2024-2025, emphasizing high-quality development and sustainable growth in the face of industry competition [1] Group 1: High-Quality Development - The company is focusing on cultivating new productive forces by leveraging its technological and integrated advantages, achieving record highs in new contract amounts, operating income, and net profit attributable to shareholders in 2024 and Q1 2025 [1] - The company has signed new contracts worth 388.896 billion yuan, with operating income of 100.371 billion yuan and a net profit of 1.612 billion yuan in Q1 2025, reflecting year-on-year growth of 5.75%, 3.05%, and 8.83% respectively [4] Group 2: Innovation and Transformation - The company is accelerating its innovation-driven transformation, establishing itself as a source of original technology, with projects like the world's first megawatt-level demonstration of umbrella-ladder wind power generation technology [2] - The installed capacity of new energy projects reached 15.5085 million kilowatts by the end of Q1 2025, with cumulative development indicators of 72.4947 million kilowatts [2] Group 3: Digital and Smart Transformation - The company is focusing on digitalization across management and industry, with the launch of a smart zero-carbon big data industrial park in Gansu and the establishment of 155 business scenarios for AI development [3] Group 4: Investor Returns and Governance - The company has implemented cash dividends for 10 consecutive years since its listing, with a total cash dividend of 1.613 billion yuan in 2024, an increase of 48.80% from 2023, representing 20% of net profit attributable to shareholders [4] - The company has enhanced its governance structure by appointing a female independent director and revising several governance rules to improve decision-making processes [8] Group 5: Market Value Management - The company has established a market value management system, with a focus on balancing performance growth and market value, and has seen its controlling shareholder increase holdings by 350 million yuan [9]

Core Insights - The Shandong Tai'an project is a significant energy landmark in China, featuring a 350 MW compressed air energy storage (CAES) power station, which is the largest single-unit capacity CAES project under construction globally [1][2] - The project aims to achieve full-capacity power generation by the end of 2025, with an annual output of 4.6 billion kWh, sufficient to meet the electricity needs of over 200,000 households [1] - The innovative use of abandoned salt caverns for air storage not only utilizes idle resources but also avoids high maintenance costs associated with traditional salt cavern methods [1][2] Project Details - The CAES system operates by compressing air during low electricity demand and releasing it to generate power during peak demand, functioning like a large "battery" [1][2] - The project has completed key construction milestones since its groundbreaking on May 28, 2024, including building works, equipment installation, and drilling [1] - The project manager highlighted the dual function of the system, which also acts as a large air purifier by filtering dust and impurities from the air [1] Industry Context - The CAES project represents a shift in energy storage technology, moving from smaller-scale projects (previously maxing out at 60 MW) to larger capacities, with the Tai'an project being a key example [2] - The flexibility in site selection and shorter construction periods of CAES compared to pumped hydro storage make it an attractive option for energy storage [2] - China has abundant natural salt cavern resources, but traditional development methods have limited their utilization; innovative solutions like underground artificial caverns are being explored in regions with fewer natural resources [2] Future Prospects - The successful implementation of the Tai'an project and the "Energy Storage No. 1" project marks a significant breakthrough in the CAES field, with intentions to expand technology collaboration internationally [3] - The company aims to position CAES as a hallmark of China's green energy initiatives, focusing on technology-driven solutions and comprehensive industry chain offerings [3]

Core Viewpoint - The company has received a bid notification for a project from China Power Construction Corporation, which is expected to positively impact its financial performance in 2025 [1][2]. Group 1: Project Details - The project is titled "China Power Construction 2×300MW (Phase I) Salt Cavern Compressed Air Energy Storage Power Station Heat Storage Tank and Auxiliary Equipment Project" [1]. - The bid amount for the project is 99.96 million yuan [1]. - The project is managed by China Power Construction (Feicheng) New Energy Co., Ltd., which has a registered capital of 5 million yuan and focuses on power generation, transmission, and emerging energy technology research [1][2]. Group 2: Impact on the Company - The bid amount represents 1.73% of the company's audited revenue for the year 2024, indicating a significant contribution to the company's financials [2]. - The project is expected to have a positive impact on the company's operating performance for the year 2025, with specific amounts to be confirmed by the annual audit report [2]. - The project will not affect the company's independence, as it will not create a dependency on the client or owner [2].

Core Viewpoint - The company, 兰石重装 (603169), has received a bid notification for a project from 中国电建 (601669) related to a 2×300MW (Phase I) salt cavern compressed air energy storage power station, with a bid amount of 99.96 million yuan, which represents 1.73% of the company's audited revenue for the year 2024 [1] Group 1 - The project involves the supply of thermal water tanks and associated equipment [1] - The expected positive impact on the company's operating performance for the year 2025, with specific amounts to be confirmed by the annual audit report [1]