人民网北京9月30日电 （记者夏晓伦）当前，我国能源绿色转型迈入系统性变革的关键阶段。构建清洁 低碳、安全高效的新型电力系统，已成为推动经济社会高质量发展的重要支撑。 作为科技创新的国家队、国家战略科技力量的重要组成部分，中央企业始终把科技创新作为头号任务， 大力推进关键核心技术攻关，不断提升原创性引领性技术供给能力，促进科技创新和产业创新深度融 合，为促进高水平科技自立自强、科技强国建设提供坚强支撑。 在高空风能开发、新型储能、氢能转化等前沿领域，中国能建正探索出"创新—产业—创新"的良性循环 路径，为全球能源转型贡献中国智慧与方案。 向空索能 在全球风电开发进程中，传统近地风电早已面临两大核心瓶颈：一是近地风资源分布不均且总量有限， 难以满足大规模电力需求；二是风力输出受天气影响大，稳定性不足，给电网消纳带来挑战。 而被行业视为"破局关键"的高空风能，正填补这一空白。300～10000米高空的风能理论储量，已超过全 球电力总消费需求的100倍，不仅能量密度更高，且风力输出更稳定，成为风电开发的"新蓝海"。 据了解，目前，高空风电主要有"空基""陆基"两条技术路线。其中，中国能建研发的伞梯式陆基技术， 因具 ...

Core Viewpoint - The article emphasizes the rapid growth and innovation in China's energy sector, particularly in new energy storage technologies, which have positioned the country as a global leader in this field [3][4]. Group 1: New Energy Storage Development - China's new energy storage capacity has reached approximately 95 million kilowatts, growing nearly 30 times over the past five years, akin to equipping the new power system with a "giant power bank" [3][4]. - The investment in new energy storage, charging infrastructure, hydrogen energy, and integrated source-grid-load-storage projects is expected to approach 200 billion yuan in 2024, marking a new growth point for energy investment [3][4]. Group 2: Market Dynamics and Participation - The market transaction volume of electricity has increased from 10.7 trillion kilowatt-hours during the 13th Five-Year Plan to 23.8 trillion kilowatt-hours, more than doubling and stabilizing at over 60% of total electricity consumption for four consecutive years [5]. - A diverse market structure has emerged, with independent storage and new business models flourishing, allowing various entities to participate in the energy market [5]. Group 3: Technological Innovation and Equipment - The National Energy Administration is promoting the application of major technological equipment in the energy sector, with 236 projects certified as first-of-their-kind, some being the first in the world [6][7]. - The focus is on building innovation platforms that facilitate the transition from laboratory prototypes to market-ready products [6]. Group 4: New Power System Construction - The National Energy Administration is accelerating the construction of a new power system to enhance the adaptability of the electricity system to renewable energy sources, addressing challenges related to the intermittent nature of wind and solar power [8][11]. - Key strategies include building system-friendly renewable energy power stations, enhancing grid capacity, and expanding the scale of virtual power plants [11].

Core Viewpoint - The construction of a 300MW advanced compressed air energy storage demonstration power station in Xinyang, Henan, has reached a significant milestone with the completion of 50% of the underground gas storage excavation, marking a key development in China's large-scale gas storage infrastructure [2][5]. Group 1: Project Overview - The underground gas storage facility has a capacity of 300,000 cubic meters, equivalent to the volume of 130 Olympic-sized swimming pools, highlighting its large scale [4]. - The Xinyang project is a national pilot demonstration project for new energy storage and is recognized as a major technological equipment in the energy sector by the National Energy Administration [7][8]. Group 2: Technological Innovations - The underground gas storage utilizes a "high-efficiency self-draining system" and a "breakthrough ultra-large borehole" design, which significantly enhances safety and operational stability [10][11]. - The innovative 15-meter ultra-large borehole design increases the effective volume of the gas storage to 300,000 cubic meters, representing a 300% increase compared to previous designs, while also reducing costs by 200 million yuan [12][13]. - The project employs horizontal drilling technology, which reduces construction risks and costs compared to traditional vertical drilling methods, allowing for more flexible site selection [14]. Group 3: Historical Context and Future Prospects - The development of compressed air energy storage technology in China began in 2018 with the establishment of the first underground gas storage experimental facility in Pingjiang, Hunan, which laid the groundwork for future projects [18]. - Subsequent projects, including the Zhangbei 100MW and the Datang Zhongning 100MW facilities, have further advanced the technology and demonstrated its potential for large-scale energy storage [20][22]. - The Datang Zhongning project is notable for being the first fully artificial underground gas storage facility in soft rock, addressing geological limitations and expanding the applicability of compressed air energy storage [29][30]. Group 4: Ongoing Developments - The Jiangxi Yanshan project is set to implement a multi-ring array design for its underground gas storage, enhancing operational efficiency and adaptability to various geological conditions [36]. - The company is also pioneering the use of digital twin technology for automated management of energy storage facilities, aiming to improve operational precision and efficiency [37]. - Continuous investment in research and development is planned to strengthen the company's position in the compressed air energy storage sector and contribute to national standards [39].

Global New Energy Storage Development - Countries worldwide are increasing strategic investments in new energy storage through policy measures, technological R&D incentives, market rule innovations, and pilot project applications [5] - The global installed capacity of new energy storage projects has reached approximately 200 million kilowatts, a growth of about 98% compared to the end of 2023, with an additional installed capacity of about 19 million kilowatts [5] - The global energy storage battery shipment volume reached 370 million kilowatt-hours, a year-on-year increase of approximately 65% [5] China New Energy Storage Development - The policy framework for new energy storage in China is continuously improving, with national and provincial-level policies being established to support the sector [7][12] - The installed capacity of new energy storage in China has rapidly increased, reaching 73.76 million kilowatts (168.2 million kilowatt-hours) with an annual addition of 42.37 million kilowatts (100 million kilowatt-hours) [12] - Key regions in China have accelerated the development of new energy storage, with seven provinces having installed capacities exceeding one million kilowatts [13] Application and Value of New Energy Storage - New energy storage projects in China focus on independent storage, shared storage, and renewable energy integration, accounting for nearly 91% of the total installed capacity [14] - The average annual equivalent utilization hours for new energy storage systems reached 911 hours, with significant improvements in operational efficiency [21] Technological Innovations - Lithium-ion battery storage technology continues to improve, dominating the market with a share of approximately 96.4% of installed capacity [22] - Various new energy storage technologies are transitioning to commercial applications, supported by national research and development initiatives [24] Industry Growth and Cost Trends - The production of lithium-ion batteries in China reached 110 billion kilowatt-hours, with a year-on-year growth of 24%, and the total industry output value exceeded 1.2 trillion yuan [28] - The prices for lithium-ion battery storage systems have decreased by about 4% compared to 2023, indicating a trend of declining costs in the industry [29] Standardization and Future Outlook - A standard system for new energy storage is gradually being established, with numerous national and industry standards being published [30][32] - The National Energy Administration plans to strengthen planning guidance, improve cost mechanisms, and promote the efficient use of new energy storage technologies [31][33]

Industry Overview - The compressed air energy storage (CAES) industry chain consists of upstream equipment manufacturing, midstream engineering and system construction, and downstream system operation [1][2] - Upstream includes production of air compressors, expanders, turbines, and generators, while midstream focuses on energy storage systems and technical solutions [1][2] Key Companies - Major upstream companies include Shanghai Electric, Dongfang Electric, and Harbin Electric Group for air turbine and heat exchanger production; Shangu Group and Shengu Group for compressors [2] - Midstream construction firms like China Storage National Energy and the Institute of Engineering Thermophysics of the Chinese Academy of Sciences are recognized for their extensive experience and international project scale [2] Regional Distribution - As of May 2025, there are 448 companies and research institutions in China related to CAES, with the highest concentration in Beijing (75), followed by Jiangsu (53) and Zhejiang (30) [5] - The industry is primarily located in economically developed eastern coastal regions and energy-rich provinces, facilitating technology exchange and resource integration [8] Market Applications - CAES has seen commercial applications, notably the world's first non-combustion CAES power station in Jiangsu, operational since May 2022, which compresses air in salt caverns during low demand and releases it for power generation during peak demand [2]

Group 1 - The recent investment and financing activity in the compressed air energy storage (CAES) industry in China has decreased, with no financing events reported in 2025 as of May 13 [1][7] - The average single financing amount in the CAES sector has shown significant variation, with an average of 3.15 billion RMB in 2020 and a peak of 76.77 billion RMB in 2022, indicating a high demand for capital [2][4] - The financing rounds in the CAES industry have increasingly concentrated in later stages, with only three events in the angel and A rounds, suggesting high entry barriers for startups [4][14] Group 2 - The CAES industry financing is predominantly concentrated in Beijing and Jiangsu, with five and four companies respectively, reflecting the competitive advantages of large state-owned enterprises and local government support [6][9] - The primary investment focus in the CAES sector is on energy storage equipment manufacturing and the research and development of storage technologies and systems [9][10] - The majority of investors in the CAES industry are capital organizations, accounting for over 83%, with notable investment entities including Shenglong Investment and Dize Investment [14][16] Group 3 - As of May 13, 2025, there have been 23 financing events in the CAES industry in China, with a trend of initial growth followed by a decline in investment scale [7][21] - The CAES industry is characterized by a lack of dedicated industrial investment funds, although existing energy storage and renewable energy funds are expected to support its development [16][18] - The CAES sector is primarily represented by equipment manufacturing companies, which account for 42% of the total investment events, highlighting the importance of breakthroughs in core technologies [12][14]

Core Viewpoint - The development of long-duration energy storage technologies, particularly compressed air energy storage (CAES), is crucial for building a new power system, with the "Energy Storage No. 1" project in Shandong being a significant focus due to its innovative non-combustion technology and large scale [1][3]. Group 1: Project Overview - The "Energy Storage No. 1" project, led by China Energy Engineering Group, features a 350 MW CAES system, which is the largest single-unit capacity globally and aims to achieve full capacity grid connection by the end of 2025 [1][5]. - The project utilizes the abundant underground salt cavern resources in Tai'an, transforming them into a giant "energy bank" that stores excess electricity during low demand periods and releases it during peak demand [2][4]. Group 2: Technological Innovations - The project has achieved a breakthrough in "non-combustion" operation, eliminating the need for fossil fuels to heat the compressed air, thus achieving zero carbon emissions and pollution [3]. - The system's design allows for the recovery of heat generated during compression, which is used to enhance the efficiency of energy conversion, further contributing to its environmental benefits [3]. Group 3: Economic and Strategic Implications - The choice of a 350 MW scale is strategic, as it allows for significant contributions to regional grid stability and reduces unit investment costs, enhancing energy conversion efficiency [4]. - The project is seen as a model for activating idle resources and promoting local development, with the potential to utilize over 90% of China's rich salt cavern resources for energy transformation [4]. Group 4: Future Prospects - The project is progressing well, having completed key construction and installation milestones, with a focus on ensuring operational readiness for the planned grid connection [5]. - China Energy Engineering Group aims to leverage its technological and industrial advantages to establish itself as a leader in the global CAES market, contributing to national energy security and the achievement of carbon neutrality goals [5].

Core Viewpoint - Compressed air energy storage (CAES) is gaining significant attention as a promising new energy storage technology, with the world's largest single-unit CAES project, a 350 MW facility in Tai'an, Shandong, under construction by China Energy Construction Corporation (CEC) [1][3]. Group 1: Project Overview - The Tai'an CAES project, named "Energy Storage No. 1," is designed to store energy for 8 hours and generate power for 4 hours, with an annual output of 460 million kWh, sufficient to power over 200,000 households for a year [1][2]. - The project utilizes abandoned salt caverns as storage for compressed air, which is heated and expanded to generate electricity during peak demand periods, effectively enhancing grid stability and accommodating renewable energy sources [2][3]. Group 2: Technological Innovations - Unlike most existing CAES systems that require fossil fuels for heating during the power generation phase, the Tai'an project employs a non-combustion technology that eliminates pollution and heat loss, marking a significant advancement in the field [2][4]. - The project acts as a large-scale air purifier, filtering out dust and impurities from the air used in the energy conversion process [2]. Group 3: Strategic Importance - The Tai'an project is a key initiative in China's energy strategy, aimed at promoting green and low-carbon transitions, enhancing energy security, and optimizing energy structure [3][5]. - The successful implementation of this project is expected to activate over 90% of China's salt cavern resources, providing a model for the utilization of similar resources across the country [4][5]. Group 4: Future Prospects - CEC aims to leverage its technological innovations and integrated industry chain to position itself as a leader in the global CAES market, promoting the technology as a hallmark of China's green energy initiatives [5].

Core Viewpoint - The article highlights the upcoming 2025 TrendBank (Shiyin) Long-term Energy Storage Industry Conference, emphasizing its significance in the energy storage sector and the participation of key industry players [2][14]. Conference Details - The conference will take place on July 2-3, 2025, at the Yinchuan Lida Deep Hang International Hotel, with an expected attendance of over 300 participants [14]. - The event is organized by TrendBank in collaboration with Shanghai Electric Energy Storage Technology Co., Ltd., and is supported by various governmental and industrial organizations [15][14]. Agenda Highlights - The agenda includes a series of keynote speeches, technical presentations, and roundtable discussions focused on long-term energy storage technologies, including compressed air and liquid flow batteries [16][22]. - Notable speakers include industry experts such as Wu Shifang from Shanghai Electric, who will discuss key technologies in compressed air energy storage [5][10]. Industry Collaboration - The conference aims to foster collaboration among industry stakeholders, including the release of the "2025 TrendBank Long-term Energy Storage Industry Development Blue Book" in partnership with the Hangzhou Energy Storage Industry Association [3][15]. - The event will also feature discussions on the strategic development of the Su-Yin Industrial Park, which focuses on renewable energy and advanced manufacturing [17][18]. Registration Information - Registration for the conference is free, encouraging broad participation from the industry [25]. - Attendees must register using their personal mobile numbers to ensure proper check-in and access to conference materials [25].

央视网消息：记者从中国机械工业联合会获悉，我国自主研制、全球最大105兆瓦2极高速大容量同步电动发电机——"储龙105"日前通过 评审，产品具有完全自主知识产权，总体技术达到国际先进水平，为长时间大规模压缩空气储能产业发展提供了关键技术支撑。 压缩空气储能作为一种高效的大规模储能技术，是利用电网负荷低谷时的剩余电力压缩空气，将其储藏在高压密封设施内，在用电高峰时 释放出来发电。高速电机是压缩空气储能系统的关键核心设备之一。这次通过评审的105兆瓦2极高速电机，在国内首次采用一体化设计，具备 电动和发电双工况运行能力，能够在不同的工作场景下灵活切换，大大提高了设备的利用率。 卧龙控股集团执行董事万创奇称："产品效率高达98.8%，振动低于35微米，国标是80微米，多项技术填补了国内百兆瓦级双工况电机领 域的空白。" "储龙105"电机较同等功率多台常规电机节省占地面积40%以上，搭载该电机的压缩空气储能系统可提升区域可再生能源并网比例15%— 20%，预计年减排二氧化碳50万吨。 我国储能核心装备获突破：历时四年攻关 攻克世界级难题 在没有成熟行业标准与技术借鉴的情况下，我国科研团队历时四年攻关，成功研制全球最 ...