每经记者｜赵李南 每经编辑｜陈俊杰 上交所在今年6月底向福能股份发出《审核中心意见落实函》。 据福能股份2024年年报，截至去年底，公司货币资金约56亿元，短期借款约7亿元，长期借款约143亿 元。 上交所关注到福能股份上述"大存大贷"的现象，要求福能股份结合报告期（2022年—2024年）各期末货 币资金余额、有息负债规模、在集团财务公司的存贷款余额、期限、利率情况、与业务需求的匹配性 等，进一步说明公司在集团财务公司保有大额存款的同时进行大规模借款的原因及合理性、是否损害发 行人利益。 《每日经济新闻》记者注意到，福能股份计划发行可转换公司债券，上交所要求福能股份："说明公司 在集团财务公司保有大额存款的同时进行大规模借款的原因及合理性、是否损害发行人利益。" 福能股份称，货币资金余额较高的同时有息负债规模较大符合行业特点。 在集团财务公司存了57亿元 福建供电巨头福能股份以风电占比高为特色。在2024年年报的核心竞争力分析中，福能股份把"风电项 目位于风资源较优的地区"列为其第一条核心竞争力。 7月10日，福能股份（SH600483，股价9.9元，市值275.23亿元）回复了上交所的《审核中心意见落实 ...

在全球能源版图动荡加剧的今天，中国电力的存在感前所未有地强烈。 过去十年，中国用极快的速度把一切"别人说不可能"的目标，统统变成现实。 2024年，中国发电量突破10万亿千瓦时，占全球近三成，远超美、印、俄三国总和，也让"电力王国"这四个字不再是夸张的修辞，而是摆在所有人面前的现 实。 今天，特高压线路把西部大基地的绿电输送到沿海城市，数千公里输电损耗只有2%—这在欧美依旧是科幻的数字。 再加上高度数字化的调度系统，让波动性再大的新能源，也能变成"随叫随到"的稳定电力。 很多人只看到数字的增长，却忽略了背后的战略深意。 电力不是孤立的产业，而是关乎一国能源安全、产业升级、地缘政治的支撑性力量。 尤其是接下来的几年，中国的电力王国之路，将进入智能化、绿色化的深水区。 比发电量更重要的，是它对未来规则的重塑。 最直观的，是智能电网与特高压的领先。 过去，很多国家都有可再生能源，却没办法解决"用电不稳定"。风来了，光来了，电多得用不掉，风停了，夜幕降临，又缺得可怕。这个问题被中国的特高 压和智能调度一举破解。 未来十年，储能与氢能将接棒成为关键一环。 中国的抽水蓄能装机容量已是全球第一，锂电储能快速追赶欧美。 这个 ...

Industry News - The State Administration for Market Regulation has approved a batch of important national standards related to transportation energy, including 12 standards for road traffic and 14 standards for the shipbuilding industry, aimed at enhancing safety and quality [4] - The National Energy Administration held a mid-term meeting for the pilot resource survey of wind and solar power to ensure high-quality completion of the tasks outlined in the survey plan [4] - The National Mine Safety Supervision Bureau issued a notice clarifying the scope and requirements for mine managers and related personnel across various types of mines [4] Company News - State Grid Corporation accelerated the construction of pumped storage, adding 2.575 million kilowatts of installed capacity in the first half of the year, achieving 70% of its annual production target [5] - Southern Power Grid's 22 key projects for summer peak electricity demand have been completed, with a maximum power load of 240 million kilowatts, a 6.1% increase year-on-year [5] - The first multi-condition deep cold processing plant for natural gas in China has been fully operational, marking a significant advancement in unconventional natural gas utilization [5] - Daya Energy plans to transfer coal production capacity replacement indicators, aiming to complete the transaction before the end of 2025 [7] Local News - In Anhui Province, 537 major projects with a total investment of 324.08 billion yuan have commenced, focusing on new energy vehicles, new materials, and infrastructure [6] - The first "light-storage-charging-discharge-inspection-adjustment" integrated supercharging demonstration station in Jiangxi Province has been put into operation, enhancing the province's new energy charging infrastructure [6] - Inner Mongolia has initiated 34 independent new-type energy storage projects with a total installed capacity of 14.8 million kilowatts, doubling the existing capacity [6] International News - The U.S. House of Representatives advanced the "Big and Beautiful" bill, which includes significant tax cuts and spending measures, setting the stage for further debate and voting [6] - Presidents of Azerbaijan and Uzbekistan agreed to enhance cooperation in the renewable energy sector and expedite the construction of the "Middle Corridor" for improved cross-border transport [6] - Indonesia plans to increase its crude oil production to 1 million barrels per day by 2029 or 2030 to strengthen national energy security [6]

Group 1 - The core objective of the recent policy document is to enhance flood prevention and disaster reduction capabilities by 2035, establishing a modernized flood control system and improving water resource utilization [1][2] - The policy emphasizes the need for a comprehensive flood control engineering system, including reservoirs, river channels, and flood retention areas, to be developed and managed effectively [1][2] - The document outlines the importance of urban planning and infrastructure development that accommodates flood drainage and retention, as well as the gradual implementation of flood insurance in high-risk areas [1] Group 2 - To enhance water supply security, the policy calls for accelerated construction of key water source projects and improvements to urban water supply networks [2] - The document advocates for the integrated management of water resources, including the development of hydropower bases in the southwest and the promotion of green upgrades for small hydropower stations [2] - It emphasizes the need for ecological restoration of rivers and lakes, with specific strategies tailored to the unique challenges faced by northern and southern regions [2] Group 3 - The policy aims to reform the water industry by promoting independent operations in natural monopoly sectors and market-oriented reforms in competitive areas [3] - It highlights the importance of water rights reform and the establishment of a sound water pricing mechanism, along with the implementation of tax policies related to water resource fees [3] - The document stresses the need for improved investment mechanisms in major water projects, enhancing government investment to attract social investment, and broadening financing channels [3]

文 | 储能科学与技术 作者： 陈海生 1 , 李泓 2 , 徐玉杰 1 , 徐德厚 3 , 王亮 1 , 周学志 1 , 陈满 4 , 胡东旭 1 , 林海波 1 2 , 李先锋 5 , 胡勇胜 2 , 安仲勋 6 , 刘语 1 , 肖立业 7 , 蒋凯 8 , 钟国彬 9 , 王青松 1 0 , 李臻 11 , 康飞宇 1 4 , 王选朋 1 5 , 尹钊 1 , 戴兴建 1 , 林曦鹏 1 , 朱轶林 1 , 张弛 1 , 张宇鑫 1 , 刘为 11 , 岳芬 11 , 张长昆 5 , 俞振华 11 , 党荣彬 2 , 邱清泉 7 , 陈仕卿 1 , 史卓群 1 , 张华良 1 , 李浩秒 8 , 徐成 8 , 周栋 1 4 , 司知蠢 1 4 , 宋振 11 , 赵 新宇 1 6 , 刘轩 1 3 , 梅文昕 1 0 单位： 1 . 中国科学院工程热物理研究所，北京2 .中国科学院物理研究所，北京3 .毕节高新技术产 业开发区国家能源大规模物理储能技术研发中心，贵州 毕节4 .南方电网储能股份有限公司，广东 广州5 .中国科学院大连化学物理研究所，辽宁 大连6 .上海奥威科技开发有限公司，上海7 .中 ...

Core Insights - The article emphasizes the mission of scientists and technology workers to advance science and technology in alignment with the "four orientations": global technological frontiers, economic main battlefields, national major needs, and people's health [1][4] Group 1: Technological Advancements - Recent technological progress showcases the commitment of scientists to the "four orientations," with significant achievements in space exploration and quantum technology [2] - The successful zero-height escape flight test of the "Dream Boat" manned spacecraft marks a new milestone in spacecraft development [2] - The first superconducting quantum computing measurement and control system designed for a thousand-bit scale has been delivered to multiple research and industry units, providing over 5000 bits of measurement and control services [2] Group 2: Innovations in Chemical and Energy Sectors - Researchers have developed a new catalyst that directly synthesizes para-xylene from carbon dioxide and hydrogen, expanding new pathways for carbon utilization [2] - A student team from Dalian University of Technology has overcome key technical bottlenecks in perovskite solar cells, creating a new type of battery with high efficiency and stability, suitable for energy supply in near-space vehicles [2] Group 3: Focus on Health and Social Development - The Comprehensive Research Facility for Fusion Technology (CRAFT) has made significant progress, with its low-noise current drive system passing expert testing and acceptance [3] - The first major technological equipment project in the energy sector, a 300 MW variable-speed pumped storage motor's full-size AC collector system, has successfully completed verification tests, filling a gap in domestic manufacturing [3] - Scientific research increasingly targets major public health issues, with breakthroughs in anti-aging stem cell therapy and brain-machine interface technology aiding in the recovery of motor functions in patients [3]

Core Viewpoint - The company, Dongfang Electric (600875), is actively engaged in technological innovation in wind power equipment and has made significant advancements in various energy sectors, including hydrogen energy and energy storage systems. Group 1: Financial Performance - As of June 27, 2025, Dongfang Electric's stock closed at 16.7 yuan, reflecting a 1.09% increase with a turnover rate of 0.96% and a trading volume of 195,100 shares, amounting to a transaction value of 327 million yuan [1]. Group 2: Technological Innovations - The company is focused on enhancing the reliability and intelligence of wind power equipment, aiming to reduce the production cycle of blade manufacturing by over 30% and lower construction costs at the Changdu base by 25% compared to flatland projects [2]. - Dongfang Electric has developed a 40 kW to 270 kW hydrogen fuel cell system, which can be applied to various vehicle types, indicating a strong capability in key components like membrane electrodes and stacks [2]. - The company has completed verification tests for its 300 MW variable-speed pumped storage system, which is expected to significantly promote the large-scale application of domestic variable-speed pumped storage units [2]. Group 3: Business Operations - The company provides services such as efficiency improvement, remote diagnostics, and smart plant solutions to its clients [3]. - Dongfang Electric's primary business model includes the development, design, manufacturing, and sales of advanced equipment across various energy sectors, including wind, solar, hydro, nuclear, gas, and thermal power [4]. Group 4: Capital Market Activities - The company completed the registration, custody, and lock-up procedures for its issuance of ordinary shares (A-shares) to specific investors on April 14, 2025 [5][6].

文 | 中关村储能产业技术联盟 日前， 经国务院同意，国家林草局、国家发展改革委、国家能源局联合印发 《三北沙漠戈壁荒漠地区 光伏治沙规划（2025—2030年）》，根据规划，到2030年， 三北地区将新增光伏装机253GW ，同 步治理沙化土地1010万亩。 " 三北沙戈荒"地区是太阳能、风能资源富足的地区，也是风光大基地建设的重中之重。 "沙戈荒"建设提速，储能成消纳关键支撑 2025年3月5日发 布的《政府工作报告》明确提出，要加快"沙戈荒"大型风光基地建设。2021年以 来，国家发展改革委和国家能源局已相继印发三批大型风光大基地建设项目清单。根据最新的 "沙戈 荒"大型风光基地规划布局方案，到2030年， 以沙漠、戈壁、荒漠地区为重点的大型风光基地总装机 容量达到455GW。 对于超大体量的风光大基地来说，消纳一直是其建设面临的重要考验之一，调节资源方面，除了与火电 配合调峰外， 新型储能成为促消纳关键支撑。 储能核心作用体现在两方面： 配置储能可提升通道新能源利用率以及高峰时段顶峰能力。 目前沙戈荒大基地送出配套电源风、光同 时大发时段新能源出力将超过直流输送功率，通过配置储能可有效平滑新能源功率波 ...

创新之火，点燃巴蜀。 突破技术壁垒——6月19日，东方电气集团东方电机有限公司携手重庆华能水电设备制造有限公 司，研发的能源领域国家首台（套）重大技术装备项目300兆瓦级变速抽水蓄能发电电动机全尺寸交流 集电系统完成验证试验，标志着我国变速抽蓄核心技术实现重大突破。 共建创新生态——6月12日，西部（重庆）科学城和中国（绵阳）科技城签署共同打造高质量发展 创新策源地和科技成果转化生态高地战略合作协议，探索构建"基础研究—技术攻关—成果转化—产业 发展"全链条创新生态。 2023年7月，习近平总书记来川视察时强调，"要坚持'川渝一盘棋'，加强成渝区域协同发展""着力 打造西部地区创新高地"。近两年来，川渝两地坚持"一体化""一盘棋"理念，深化科技创新合作，推动 成渝地区区域科技创新中心建设不断取得新成效。 添动能 大力打造"集团军"——11家川渝共建重点实验室挂牌运行，川渝首个省（市）级综合类技术创新中 心万达开技术创新中心已实现市场化运行。两地还推动川渝全国重点实验室、省（市）重点实验室提档 升级。 蓄势能 推动更多成果走向"应用场" 加速高能级创新平台布局 成都兴隆湖畔，创新成果加速涌现。"夏天戴上这顶'帽 ...

Industry Summary - The Central Committee of the Communist Party of China and the State Council have issued opinions on the comprehensive promotion of river protection and governance, emphasizing the integrated utilization of water resources [1] - The development of pumped storage hydropower is highlighted as a key support for building a new power system, especially with the large-scale integration of renewable energy [1] - By the end of 2024, the cumulative installed capacity of pumped storage in China is expected to reach 58.69 million kilowatts, maintaining the world's leading position for nine consecutive years [1] - An additional 8 million kilowatts is projected to be added by 2025, bringing the total installed capacity to approximately 66 million kilowatts [1] - The southwestern region of China is identified as a key area for hydropower and pumped storage development due to its abundant water resources and supportive policies [1] Company Summary - China Power Construction Corporation holds approximately 90% of the domestic market share in the planning and design of pumped storage, and about 80% of the construction project share [2] - Deep Water Planning Institute specializes in providing surveying, design, planning consulting, and project management services for water construction projects, with mature technology in pumped storage engineering [2] - The company possesses comprehensive Class A qualifications for engineering surveying and Class A qualifications for water conservancy engineering design, meeting the design needs for pumped storage power stations [2]