Industry Insights - The global storage chip prices have been continuously rising over the past six months, with a significant increase in the last month, leading to many manufacturers' stock prices reaching historical highs. Morgan Stanley predicts a "super cycle" for the storage chip industry driven by the AI boom [3] - The number of music festivals remains high, with over 60 events held in the first three days of the National Day holiday, generating ticket sales exceeding 220 million yuan. However, ticket prices are declining, with a 20% year-on-year decrease in the proportion of festivals priced between 501-800 yuan [3] Real Estate Dynamics - In September, real estate companies accelerated their sales strategies, resulting in a significant increase in new housing supply in Beijing, with over 4,600 units approved for sale, marking a monthly high for the past year. Despite a rise in transaction volume, the market is still characterized by a "price for volume" strategy [6] - In Shenzhen, the total number of new and second-hand residential transactions in September reached 7,633 units, a month-on-month increase of 20.7% and a year-on-year increase of 38.3%. The first-hand residential transactions accounted for 3,087 units, with a month-on-month increase of 43.5% [6] Stock Market Overview - The A-share market saw a strong performance in September and the third quarter, with the ChiNext index rising over 50% in the third quarter. The total trading volume in September reached approximately 3.3 trillion shares, marking the second-highest monthly volume in history [7] - The total scale of domestic ETFs has reached about 5.5 trillion yuan, surpassing Japan and making it the largest ETF market in Asia, with over 760 products available [7] Wealth Focus - Since October 1, gold prices have been rising, but jewelers are cautious about stockpiling gold due to the risk of price drops. They are adopting a strategy of buying back gold only as they sell it [8] - Financial institutions are launching special interest subsidy channels for large consumer loans, such as for automobiles, to stimulate holiday consumption [8] Company News - Hongmeng Zhixing reported a total of 18,500 pre-orders for its vehicles during the first three days of the National Day holiday, with the Aito M7 model accounting for 5,800 pre-orders [11] - Fujitsu is expanding its strategic partnership with NVIDIA to develop an integrated AI infrastructure, focusing on industry-specific AI platforms for healthcare, manufacturing, and robotics [11]

库布齐沙漠中北部"沙戈荒"新能源大基地总投资988亿元，规划建设光伏800万千瓦、风电400万千瓦， 配套支撑性煤电400万千瓦、新型储能500万千瓦时。此前，该基地分两期建设了200万千瓦先导工程， 暂时接入蒙西电网。全部工程计划于2027年底前建成投运，届时将通过特高压通道实现电力外送。外送 通道起点位于鄂尔多斯市达拉特旗，途经山西省，落点位于河北省沧州市，全长699公里，电压±800千 伏、输送容量800万千瓦。 记者从内蒙古自治区能源局获悉，9月29日，库布齐沙漠中北部"沙戈荒"新能源大基地在内蒙古自治区 鄂尔多斯市达拉特旗全面开工建设。 基地全部投运后，每年可为以京津冀为中心的华北电网输送电量约360亿千瓦时，其中新能源电量占比 60%，每年可减少标煤消耗约640万吨、减排二氧化碳约1600万吨，将有力促进华北地区能源结构绿色 转型和节能减排，有效提高优质电力资源跨区域优化配置能力，更好服务保障华北地区电力供应和电网 安全。（记者安路蒙） ...

9月29日上午，内蒙古库布其沙漠中北部新能源大基地全面开工建设。 库布其沙漠中北部新能源大基地， 是内蒙古首个全面开工的千万千瓦级"沙戈荒"大型风电光伏 基地 。项目总投资988亿元，规划建设光伏800万千瓦、风电400万千瓦，配套支撑性煤电400 万千瓦、 新型储能500万千瓦时 。与此同时，基地配套建设"内蒙古鄂尔多斯至河北沧州"特高 压电力外送通道，线路设计全长699公里，电压等级±800千伏。 文 | 央视新闻客户端 到有效治理。 截至目前， 内蒙古已获批6个沙戈荒大型风电光伏基地，规划新能源总装机规模7200万千瓦 ， 建成后每年向华北、华东、华中地区外送电量2160亿千瓦时，绿电占比约60%，可减少标煤消 耗约3840万吨、二氧化碳排放近亿吨，在推动能源结构绿色转型的同时，进一步治理库布其、 乌兰布和、腾格里沙漠数百万亩沙化土地，实现沙漠生态修复与能源绿色转型的有机融合。 ESIE 2026 储能产业发展的风向标 基地计划 2027年底前建成投运 ， 投运后每年可为以京津冀为中心的华北电网输送电量约360 亿千瓦时，其中新能源电量占比60%，每年可减少标煤消耗约640万吨、减排二氧化碳约1600 ...

"十四五"时期以来，新型储能快速发展，截至2024年底，全国新型储能装机达7376万千瓦。 随着新能源快速发展，系统调峰、电力保供压力不断增大。作为重要的灵活性调节资源，新型储能作用 日益凸显。9月15日，我国首个区域储能调峰体系在江苏建成。该体系整合了新型储能集中调用、抽水 蓄能科学调配、电动汽车接网备用等多形态储能调峰技术，能有效平抑电网负荷波动。 近日，国家发展改革委、国家能源局联合印发《新型储能规模化建设专项行动方案（2025—2027年）》 （以下简称《行动方案》）提出，2027年，新型储能基本实现规模化、市场化发展，技术创新水平和装 备制造能力稳居全球前列，市场机制、商业模式、标准体系基本成熟健全，适应新型电力系统稳定运行 的多元储能体系初步建成，形成统筹全局、多元互补、高效运营的整体格局，为能源绿色转型发展提供 有力支撑。 作为经济大省和用能大省，江苏最大用电负荷已超1.56亿千瓦。同时，随着超1亿千瓦的新能源并网， 白天光伏发电量大时用电压力低，傍晚光伏发电骤降时用电压力急剧攀升。"这种陡升陡降的负荷特 性，给电网安全运行带来巨大挑战。"国网江苏省电力有限公司调度控制中心调度运行处处长仇晨光表 ...

Core Viewpoint - The construction of the large-scale renewable energy base in the northern part of the Kubuqi Desert in Inner Mongolia has officially commenced, marking a significant step in the region's renewable energy development [1] Group 1: Project Overview - The Kubuqi Desert northern renewable energy base is the first large-scale "sand-gobi-wasteland" wind and solar power base in Inner Mongolia, with a total investment of 98.8 billion yuan [1] - The project plans to install 8 million kilowatts of solar power and 4 million kilowatts of wind power, along with supporting coal power of 4 million kilowatts and new energy storage of 500 megawatt-hours [1] Group 2: Infrastructure Development - The base will also include the construction of the "Inner Mongolia Ordos to Hebei Cangzhou" ultra-high voltage power transmission corridor, which will have a total length of 699 kilometers and a voltage level of ±800 kilovolts [1]

近日，国家发展改革委、国家能源局联合印发《新型储能规模化建设专项行动方案（2025—2027年）》 （以下简称《行动方案》）提出，2027年，新型储能基本实现规模化、市场化发展，技术创新水平和装 备制造能力稳居全球前列，市场机制、商业模式、标准体系基本成熟健全，适应新型电力系统稳定运行 的多元储能体系初步建成，形成统筹全局、多元互补、高效运营的整体格局，为能源绿色转型发展提供 有力支撑。 "十四五"时期以来，新型储能快速发展，截至2024年底，全国新型储能装机达7376万千瓦。 随着新能源快速发展，系统调峰、电力保供压力不断增大。作为重要的灵活性调节资源，新型储能作用 日益凸显。9月15日，我国首个区域储能调峰体系在江苏建成。该体系整合了新型储能集中调用、抽水 蓄能科学调配、电动汽车接网备用等多形态储能调峰技术，能有效平抑电网负荷波动。 作为经济大省和用能大省，江苏最大用电负荷已超1.56亿千瓦。同时，随着超1亿千瓦的新能源并网， 白天光伏发电量大时用电压力低，傍晚光伏发电骤降时用电压力急剧攀升。"这种陡升陡降的负荷特 性，给电网安全运行带来巨大挑战。"国网江苏省电力有限公司调度控制中心调度运行处处长仇晨光表 ...

Q&A 136 号文件出台的背景和总体目标是什么？ 对话专家：136 号文对电煤的中长期影响推演 20250924 摘要 136 号文件标志着新能源告别全额保障性收购，全面进入市场交易，对 电力市场化和全国统一电力市场建设具有划时代意义，旨在缓解工商业 用户成本压力并提高电网调节能力。 新能源全面入市改变了火电在现货市场中的主体地位，尤其在午间低谷 时段，火电面临负电价风险，同时辅助服务成本增加进一步加剧了火电 的经营压力。 存量新能源项目受到政策调整影响，部分省份已开始降低或调整标杆上 网电价；增量项目收益率显著下降，如山东户用光伏收益率从 15%降至 7%，预计该效应将扩展至其他省份。 新型储能通过峰谷套利对火电形成竞争压力，国家政策推动储能发展， 增加了市场参与主体，间接压制了晚高峰时段的市场价格，影响火电的 竞争力和收益。 当前电力市场供过于求，2025 年 1-8 月全国用电量增长低于预期，新 增新能源装机导致弃电率上升，火电利用小时数同比下降约 160-180 小 时，预计 2026 年该趋势将持续。 136 号文件于 2025 年 3 月出台，其背景主要是由于新能源发展速度过快，特 别是 202 ...

"储能作为新型电力系统'源网荷储'四要素中的重要构成，其规模化的发展是新型电力系统建设最为重 要的标志。与'源网荷'三方规模体量相比，'储'的规模决定'十五五'新能源发展质量，影响电网安全运行 水平，同时关系着消费侧用能质量和经济性。"在近日召开的世界储能大会上，电力规划设计总院党委 书记胡明指出，"十五五"期间，新型储能将与"源网荷"各环节进一步融合，从而在促进大规模新能源开 发消纳、提高电力系统安全稳定运行和支撑用户灵活低碳用能等方面发挥着比"十四五"时期更为重要的 作用。 胡明预判，为满足2030年全国13万亿千瓦时以上用电需求，促进28亿—30亿千瓦时左右新能源消纳，预 计"十五五"时期，全国新型储能装机规模有望达3亿千瓦。 5年增长近30倍 工信部装备工业发展中心发布的《新型储能技术发展路线图（2025—2035年）》显示，2030年，新型储 能产业全面市场化发展，装机超2.4亿千瓦；2035年，全国新型储能装机超3亿千瓦。 在胡明看来，新型储能对新型电力系统支撑作用将更为显著。在电源侧，新型储能与新能源耦合是提升 系统能量密度的关键手段。通过系统性优化电站、柔性光储、柔性风储技术，主动改善新能源出 ...

Core Insights - The 25th China International Industry Fair opened in Shanghai, focusing on accelerating the transformation of innovative achievements and providing support for the mass production of new technologies and products [1][2] - China's industrial added value is projected to reach 40.5 trillion yuan in 2024, with manufacturing added value at 33.6 trillion yuan, maintaining the largest manufacturing scale globally for 15 consecutive years [1] - China is expected to contribute over 30% to global manufacturing growth during the 14th Five-Year Plan, with an increase of 8 trillion yuan in manufacturing added value [1] Group 1 - The first batch of Shanghai's pilot platforms was announced, including platforms for photoresists, humanoid robots, new energy storage testing, and high-end machine tools for aerospace [2] - The pilot platforms aim to address industrialization bottlenecks and provide validation and support for the mass production of new technologies and products [2] - The Ministry of Industry and Information Technology, in collaboration with the National Development and Reform Commission, released guidelines for the high-quality development of industrial parks, promoting specialized, intensive, data-driven, green, and standardized growth [2]

Core Viewpoint - The first batch of Shanghai's pilot platforms has been announced, marking the beginning of efforts to enhance the commercialization of laboratory innovations into industrial applications [1] Group 1: Pilot Platforms - The announced pilot platforms include those for photoresists and raw materials, new energy storage testing bases, high-end machine tools for aerospace, and humanoid robots [1] - These pilot platforms are part of Shanghai's initiative to establish a series of municipal pilot platforms across various fields, with plans for increased financial support [1] Group 2: Resource Sharing and Public Services - The initiative aims to publicly release the service content and direction of the pilot platforms, facilitating service connections and resource sharing among the platforms [1]