本项目位于西乌珠穆沁旗巴彦花镇巴彦浩勒图嘎查，建设规模为3×350兆瓦/4,200兆瓦时，拟建设3套 350兆瓦压缩空气储能发电机组，配套约60万立方米地下硐室储气库。系统压缩时长不超过6.5小时，额 定发电时长为4小时，以500千伏电压等级接入宝拉格500千伏变电站。项目采用非补燃式中温压缩空气 储能技术，压缩系统按2列并联配置，每列由4台压缩机串联；膨胀发电系统采用3段膨胀、2次中间再热 设计；储热系统采用208℃热水储热，每台机组配置3×3,200立方米热水罐与冷水罐。 格隆汇12月26日丨深圳能源(000027.SZ)公布，公司全资子公司深能北方能源控股有限公司（简称：北 方控股公司）所属全资子公司深能（西乌珠穆沁旗）能源有限公司（简称：项目公司）拟投资建设深能 锡林郭勒西乌珠穆沁旗电网侧压缩空气储能项目。本项目总投资为人民币682,166万元，其中自有资金 为人民币139,390万元，其余投资款拟通过融资解决。考虑到项目公司资金情况，拟由北方控股公司向 项目公司增资人民币139,190万元，增资后项目公司的注册资本由人民币200万元增至人民币139,390万 元。鉴于北方控股公司资金情况，拟由公司向 ...

本项目位于西乌珠穆沁旗巴彦花镇巴彦浩勒图嘎查，建设规模为3×350兆瓦/4,200兆瓦时，拟建设3套 350兆瓦压缩空气储能发电机组，配套约60万立方米地下硐室储气库。系统压缩时长不超过6.5小时，额 定发电时长为4小时，以500千伏电压等级接入宝拉格500千伏变电站。项目采用非补燃式中温压缩空气 储能技术，压缩系统按2列并联配置，每列由4台压缩机串联；膨胀发电系统采用3段膨胀、2次中间再热 设计；储热系统采用208℃热水储热，每台机组配置3×3,200立方米热水罐与冷水罐。 格隆汇12月26日丨深圳能源(000027.SZ)公布，公司全资子公司深能北方能源控股有限公司（简称：北 方控股公司）所属全资子公司深能（西乌珠穆沁旗）能源有限公司（简称：项目公司）拟投资建设深能 锡林郭勒西乌珠穆沁旗电网侧压缩空气储能项目。本项目总投资为人民币682,166万元，其中自有资金 为人民币139,390万元，其余投资款拟通过融资解决。考虑到项目公司资金情况，拟由北方控股公司向 项目公司增资人民币139,190万元，增资后项目公司的注册资本由人民币200万元增至人民币139,390万 元。鉴于北方控股公司资金情况，拟由公司向 ...

文 | 中关村储能产业技术联盟 11 月招标市场速览： 2 0 2 5年11月，中关村储能产业技术联盟基于各大招采平台发布的公开信息，追踪到储能招标标段2 5 9条（同比- 2 7 . 9%，环比+4 2 . 3%）， 项目涵盖总承包EPC、储能系统、储能电芯、电池Pa c k、PCS、EMS、BMS等全链条环节。11月储能系统标段数量环比小幅减少，EPC标 段数量比1 0月增加近七成。 招标规模（含集采/招采）： GWh级项目放量招标 储能系统招标规模2.8GW/8.8GWh ，同比增加17.5%/下降76.6%，环比下降20.1%/27.8%。 EPC（含PC）招标规模达20.2GW/55.3GWh ， 同比增加98.3%/105.2%，环比95.4%/249.1%。 11月EPC招标规模达创历史新高，主要是由于 11月包含十多个GWh级别的项目 ，特别是乌兰察布压缩空气储能单项目招标规模就超过 6GWh，项目招标范围含地面厂房、附属设施、500kV升压站等，而且多个GWh级别的项目拉高全月的EPC招标能量规模。 • 储能系统招标规模2 . 8GW/ 8 . 8GWh，同比增加1 7 . 5%/下降7 6 ...

Core Insights - The global energy revolution is at a historic turning point, with renewable energy capacity expected to reach approximately 700 GW in 2024, marking the 22nd consecutive year of record growth [1] - Renewable energy and nuclear power will account for 80% of the new electricity generation in 2024, indicating a significant structural transformation in the global energy system [1] Group 1: Characteristics of the Energy Transition - Renewable energy costs continue to decline, with 91% of new renewable energy projects in 2024 being cheaper than the lowest-cost fossil fuel projects [1] - The acceleration of energy system intelligence is driven by AI and digital twin technologies, enhancing power generation forecasting, grid management, and energy storage [1] - A mature multi-energy complementary system is emerging, characterized by the integration of wind, solar, hydrogen, and storage [1] Group 2: China's Role in the Energy Transition - China is transitioning from a follower to a leader in the energy revolution, with its solar and wind capacity additions in the first half of 2025 surpassing the total of other regions [1][3] - By mid-2025, China's renewable energy capacity is expected to reach nearly 60%, with renewable energy generation accounting for 39.7% of the national total [3][4] - China's electrification level has reached 32%, increasing at a rate of approximately 1 percentage point per year, outpacing major economies in Europe and the U.S. [4] Group 3: Investment and Technological Advancements - Global clean energy investment is projected to exceed $2 trillion in 2024, double that of fossil fuel investments, with China contributing one-third of the total [2] - China leads in clean energy technology patents, holding over 75% of global patents in clean energy technology as of now [6] - Significant breakthroughs in various energy sectors, including nuclear, grid technology, and energy storage, have positioned China as a global benchmark [5][6] Group 4: Global Energy Cooperation and Impact - Different development models are enriching global energy transition practices, with collaborations such as China-Saudi Arabia in green hydrogen and U.S.-China in carbon capture technology [3] - China's technology exports have significantly reduced the costs of wind and solar energy globally, contributing to a reduction of approximately 810 million tons of CO2 emissions [7] - Through initiatives like the Belt and Road, China is fostering sustainable development in partner countries, enhancing their access to clean energy [7] Group 5: Future Outlook - The global renewable energy capacity is expected to increase by 4,600 GW by 2030, equivalent to the current total generation capacity of China, the EU, and Japan combined [2] - China's strategic focus on emerging industries, including hydrogen and quantum technology, is anticipated to create a trillion-dollar market in new energy [8] - The ongoing energy transformation is expected to foster a sustainable global energy governance system, with China playing a pivotal role [9]

一是可再生能源成本持续下降，2024年全球91%的新建可再生能源项目成本已低于同期新建成本最低的 化石燃料项目，风光发电在全球电力市场中已占据成本优势。 二是能源系统智能化加速，人工智能、数字孪生技术深度赋能发电预测、电网调度和储能管理，推动能 源体系向"智能、安全、低碳"方向加速进化。 三是多能互补体系成熟，"风光氢火储"多能互补、"发输储用造"协同发展格局初步形成。 中国在这场变革中实现了从追随者到引领者的角色转变，2025年上半年，中国太阳能和风能新增装机容 量超过世界其他地区总和，清洁能源增长贡献率全球领先。 全球能源革命正处于从量变到质变的历史性转折点。根据国际能源署报告，2024年全球新增可再生能源 装机容量约700吉瓦，连续第22年创年度新高，全年新增发电量的80%由可再生能源与核能满足，标志 着全球能源体系正经历历史性的结构性变革。这一转型呈现三重特征： 在核电领域，"玲龙一号"小型堆于2025年10月实现冷试成功，标志着中国在核能安全性与模块化设计上 取得领先地位。 当前全球能源革命正处于从"能源消费总量增长"转向"能源替代"的关键阶段。2024年全球清洁电力占比 首次突破40%，创下自20 ...

Company Overview - Yunnan Energy Investment Co., Ltd. is a state-owned listed company controlled by Yunnan Provincial State-owned Assets Supervision and Administration Commission [1] - The company focuses on "green energy" and traditional salt industry, actively developing wind and solar energy in response to national "dual carbon" strategy [1][2] - As of Q3 2025, the company sold 25.44 billion kWh of renewable energy, saving 207,000 tons of standard coal and reducing CO2 emissions by 538,200 tons [2] Installed Capacity and Future Plans - As of October 2025, the total installed capacity reached 2.257 million kW, with wind power accounting for 92% and solar power for 8% [2] - The company has approximately 500,000 kW of projects under construction and another 500,000 kW in planning, expected to be operational in Q4 2025 and Q1 2026 [2] Investment Costs - Investment costs for wind energy projects range from 5,000 to 6,000 CNY per kW, while solar projects range from 3,500 to 4,000 CNY per kW [3] Market Mechanism and Pricing - Yunnan's electricity market mechanism allows all renewable energy to enter the market, with prices determined through market transactions [4] - The competitive bidding results for renewable energy projects showed a wind power price of 0.332 CNY/kWh and solar power price of 0.33 CNY/kWh [5] Air Compression Storage Project - The 350 MW air compression storage project has a total investment of 1.872 billion CNY and is expected to generate revenue through a market-based model [6] Dividend Policy - The company plans to distribute 45.01% of its net profit as cash dividends for the fiscal year 2024, with a minimum of 30% of distributable profits allocated annually from 2025 to 2027 [6]

中国能建 20251119 摘要 中国能建新签合同额持续增长，2024 年超 1.4 万亿人民币，2025 年前 三季度接近万亿，新能源项目占比显著提升，同比增长超 5%，手握超 70GW 新能源控股装机指标，显示其在新能源领域的强劲增长势头。 公司以"3,060 一体化"为中心，氢能和储能为支撑点，在储能领域取 得显著成就，包括湖北应城压缩空气储能项目（单机规模、装机规模、 转换效率均为世界第一），计划布局 100 座压缩空气储能项目，总装机 规模超 30GW。 中国能建积极布局氢能源，已在吉林松原投资近 70 亿人民币（总规划 近 300 亿人民币），计划在全国范围内布局多个千亿级规模的氢能源项 目，涵盖风光制绿氢及下游产品，市场前景广阔。 公司数据中心业务依托绿电，服务"东数西算"战略，甘肃庆阳一期示 范项目已投产，全国布局 8 个数据中心节点，通过自有风光制绿电降低 用户电力成本，出租率快速提升。 海外业务持续增长，境外新签合同额占比接近 1/3，公司在全球设立 140 余家机构，充分发挥各国优势，进一步拓展国际市场。 Q&A 中国能建在 2025 年前三季度的经营情况如何？ 2025 年前三季度，中 ...

金秋时节，宁夏新能源项目建设热潮涌动。近日，宁夏回族自治区党委宣传部组织的"六个攻坚战"第五 批"能源安全绿色发展"和"数字经济深度融合"主题采访团来到中宁、中卫、泾源等地，探访从压缩空气 储能到"光伏+治沙"，从绿电外送到零碳算力等绿色工程，一批重大工程稳步推进、成效显现，为构建 新型能源体系、推动绿色低碳转型注入新动能。 压缩空气储能：绿色"大号充电宝"加速成形 大唐中宁100兆瓦/400兆瓦时压缩空气储能项目作为宁夏十大重点项目之一，被形容为"只用空气做工的 绿色大号充电宝"，设计效率达到70%以上。大唐中宁能源开发有限公司综合管理部负责人白杰介绍， 建设坚持"创国优、争国奖"的目标，立足工程实际，在设计与施工中持续科技攻关，协调多家设计与科 研单位，解决核心设备制造难题，实现系统效率提升;突破软岩地质条件下的选址限制，应用柔性密封 技术，拓展压缩空气储能在"三北"地区的应用边界。当前，地上主体建筑完成约95%，送出工程已建 成，地下储气库正开展主动式施工。项目建成后，预计储能年发电量1.18亿千瓦时以上，可满足近10万 个普通家庭一年的用电需求。 白杰还介绍，该工程具有储能时间长、容量大、单位成本低等 ...