文 | 中关村储能产业技术联盟 8月25日，国家能源局西北监管局关于征求《西北区域跨省电力中长期交易实施细则—— 新型储能交易专章（征求意见稿）》意见建议的通知发布。 为深入贯彻落实党的二十大及二十届三中全会关于加快建设全国统一电力市场的决策 部署，进一步发挥好新型储能促消纳、保供应作用，推动储能行业持续健康发展，更好服 务西北新型电力系统建设，国家能源局西北监管局组织起草了《西北区域跨省电力中长期 交易实施细则——新型储能交易专章（征求意见稿）》，作为《西北区域跨省电力中长期 交易实施细则》（西北能监市场〔2024〕74号）的补充，并初步征求了各有关单位意见 建议。现对修改完善后的《西北区域跨省电力中长期交易实施细则——新型储能交易专章 （征求意见稿）》面向社会公开征求意见。 此次征求意见的时间为2025年8月25日至2025年9月2 5日。如有意见建议，请以电子 邮件形式发至x b js c j y@1 6 3 . c om。 感谢您的参与和支持！ 附件如下： 西北区域跨省电力中长期交易实施细则 ——新型储能交易专章 （征求意见稿） 原文如下： 一、新型储能交易定义 （一）本专章所指新型储能交易是以新型储 ...

文 | 新华网 预定展位详情咨询： 曹先生 13552712189 相关阅读 内蒙古自治区能源局获悉，截至2025年上半年， 内蒙古对全区纳入规划的独立新型储能 电站累计发放的放电量补偿金额超2亿元 ，在全国范围内率先探索储能可持续商业模式， 助力加快构建新型电力系统。 新型储能在提升新能源消纳方面具有重要意义，但目前多数储能电站面临盈利难题，亟待 探索可持续的商业模式。为坚定新型储能电站投资业主的建设运营信心， 内蒙古多措并 举大力推动新型储能电站加快建设 。 比如，2025年3月，内蒙古自治区能源局印发《关于加快新型储能建设的通知》，对于纳 入自治区储能规划的独立新型储能电站投产后向公网的放电量，按照 一年一定、一定1 0 年 的原则实施补偿，其中2 025年及以前建成投产项目的补偿标准为 0 . 3 5元/千瓦时 。同 时，独立新型储能电站还能参与电力现货市场交易，在电价低谷时充电储存，在电价高峰 时放电卖出，从中赚取差价。通过建立 "放电量补偿+现货价差" 双维收益模式，储能电 站正在从成本中心变为利润中心。 在上述补偿模式明确后，内蒙古自治区能源局积极督促内蒙古电力公司、国网蒙东电力公 司按月向符合 ...

中国国际金融股份有限公司 关于协鑫能源科技股份有限公司 使用部分闲置募集资金进行现金管理及以协定存款方式 存放募集资金的专项核查意见 中国国际金融股份有限公司（以下简称"中金公司"或"保荐机构"）作为协鑫 能源科技股份有限公司（以下简称"协鑫能科"或"公司"）的持续督导机构，根据 《证券发行上市保荐业务管理办法》《深圳证券交易所股票上市规则》和《深圳 证券交易所上市公司自律监管指引第 13 号——保荐业务》 《深圳证券交易所上市 公司自律监管指引第 1 号——主板上市公司规范运作》等有关法律法规和规范性 文件的要求，中金公司及其指定保荐代表人对本次使用部分闲置募集资金进行现 金管理及以协定存款方式存放募集资金进行了专项核查，核查情况与意见如下： 一、募集资金基本情况 经中国证券监督管理委员会出具的《关于核准协鑫能源科技股份有限公司非 公开发行股票的批复》（证监许可[2021]3732 号），核准公司非公开发行不超过 开发行人民币普通股（A 股）270,863,302 股。公司本次非公开发行募集资金总额 为人民币 3,764,999,897.80 元，扣除与发行有关的费用人民币 44,295,181.96 元 ...

Core Viewpoint - The article discusses the guidelines issued by the Guangdong Provincial Energy Bureau regarding the construction plan for the second batch of new energy storage projects in 2025, emphasizing the need for orderly development and project adjustments based on capacity assessments. Group 1: Adjustments of Existing Projects - The Guangdong Power Grid Company has assessed the energy storage capacity and overall accessible capacity for the first batch of new energy storage projects in 2025, urging local energy authorities to communicate with grid companies for project adjustments [2][14]. - Projects requiring scale adjustments must coordinate with project owners to align with system capacity and voltage levels before being included in the construction plan [3]. - For projects that need to be removed from the plan, priority will be given to retaining those with higher maturity levels, while projects that do not meet conditions will be excluded [4][5]. Group 2: New Project Additions - New projects that are ready for construction within a year and located in areas with sufficient grid capacity can be considered for inclusion in the current construction plan [6][7]. - Specific conditions for new project additions include reasonable layout, clear functional positioning, and compliance with national and provincial policies [8][17]. - Projects must also demonstrate clear construction progress and commitment to start within one year and achieve full capacity within two years [17][18]. Group 3: Project Adjustment Procedures - The Guangdong Power Grid Company and Shenzhen Power Supply Bureau will continuously evaluate the storage capacity and accessible capacity in supply areas, providing results to local energy authorities [19]. - Local energy authorities will collaborate with relevant departments to determine the annual layout and scale of new energy storage projects based on evaluation results [19]. - The Energy Bureau will compile and submit the construction plans for the second batch of new energy storage projects to the grid companies for further evaluation and implementation [19]. Group 4: Progress of Existing Projects - The article mentions that there are a total of 117 projects with a total scale of 17.3 GW/34.8 GWh, including 107 grid-side projects and 10 power-side projects [10][11].

Core Insights - Shandong Province has set a new provincial record for power discharge capacity, achieving a maximum discharge power of 8.0359 million kilowatts through 144 new energy storage stations during peak electricity demand [2][3] - The significant increase in electricity load due to high temperatures has led to historical peaks in power demand, highlighting the critical role of energy storage in maintaining grid balance [2][3] - Shandong has been proactive in developing its energy storage industry, establishing a market mechanism for independent energy storage participation and promoting various energy storage projects [3] Group 1 - The maximum discharge power of 8.0359 million kilowatts from new energy storage stations has set a new record for provincial power grids in China [2] - The continuous high temperatures have caused the Shandong power grid to experience four consecutive historical peaks in load, emphasizing the importance of energy storage in peak shaving and valley filling [2][3] - The energy storage systems have played a vital role in balancing the fluctuations of renewable energy output, particularly during peak demand periods when solar energy generation drops significantly [2][3] Group 2 - Shandong Province ranks third in the country for new energy storage capacity, with a total installed capacity of 9.4 million kilowatts, incorporating various forms of energy storage such as electrochemical and compressed air storage [3] - The coordinated operation of energy storage systems is optimized through predictive load demand and power output from various energy sources, enhancing their effectiveness during peak load periods [3] - The recent large-scale deployment of energy storage reflects a new phase in the application of energy storage as a crucial resource in the evolving power system [3]

Core Insights - Jiangsu province has set a new record for electricity load, reaching 152 million kilowatts, marking the third historical high this year, with expectations for further increases due to upcoming high temperatures [1][2] Group 1: Electricity Load and Supply - The highest electricity load in Jiangsu is projected to reach 153 million kilowatts this summer, a 4% increase from 2024's forecast of 147 million kilowatts [2] - Coal power remains a critical component of Jiangsu's energy structure, with new coal power projects contributing significantly to the energy supply [2][3] - The province has successfully integrated various cross-regional power transmission projects, allowing for a maximum external power supply of 3,700 megawatts [3] Group 2: Renewable Energy and Storage Solutions - As of May 29, Jiangsu's installed renewable energy capacity has surpassed 101 million kilowatts, accounting for 46% of the total power generation capacity [4][6] - The province is addressing the intermittency of renewable energy through a diversified energy storage matrix, with significant contributions from large-scale storage facilities [4][5] - The total installed capacity of new energy storage in Jiangsu is 761.6 megawatts, ranking fourth in the country [6] Group 3: Demand Response and Virtual Power Plants - Jiangsu is leveraging technology to activate demand-side flexibility, encouraging households to adjust their power usage during peak times [7][8] - The province has initiated the construction of a million-kilowatt-level virtual power plant, integrating large-capacity smart appliances into a cloud-based energy pool [8] - The virtual power plant allows users to participate in demand response programs, providing them with financial incentives while enhancing the efficiency of renewable energy utilization [8]

Core Viewpoint - The article highlights the significant role of new energy storage systems in balancing electricity supply and demand during peak usage times, particularly in Shandong province, where recent large-scale storage operations have set new records for power discharge capacity [1][3][9]. Group 1: New Energy Storage Operations - On July 11, Shandong initiated a large-scale operation involving 144 new energy storage stations, achieving a total capacity of 8.25 million kilowatts and a maximum discharge power of 8.0359 million kilowatts [1][10]. - Prior to this, Jiangsu province conducted a similar operation on July 6, with 93 storage stations achieving a maximum discharge of 7.14 million kilowatts, marking a 56.9% increase year-on-year [3][9]. Group 2: Importance of Energy Storage - Energy storage systems are crucial for managing the dynamic nature of electricity demand, particularly during peak hours when the load significantly increases [5][6]. - The fluctuations in renewable energy output, such as the record solar generation of 66.615 million kilowatts in Shandong on July 5, necessitate the use of storage systems to maintain grid stability [6][8]. Group 3: Development of Energy Storage in Shandong - Shandong has been proactive in developing its energy storage capabilities, establishing a market mechanism for independent storage participation and promoting various storage projects [8][9]. - The province's new energy storage capacity has reached 9.4 million kilowatts, ranking third in the country, and includes diverse technologies such as electrochemical and compressed air storage [8][10]. Group 4: Future Prospects and Strategic Goals - The recent large-scale energy storage operations reflect the overall development of Shandong's storage industry and its integration into the new power system [9][10]. - The provincial authorities aim to enhance grid regulation capabilities and increase the consumption of clean energy, with a target to exceed 10 gigawatts of new energy storage capacity by the end of the year [13].

Core Viewpoint - The article highlights the significant increase in energy storage policies in China, with 45 policies released or solicited for opinions by June 2025, focusing on development planning, subsidy policies, electricity markets, and management regulations [1][2]. Policy Data Overview - In June 2025, a total of 45 energy storage-related policies were released, with 5 at the national level. Among these, 38 were classified as very important, with Guangdong and Inner Mongolia leading in the number of policies issued. The majority of policies pertained to electricity markets, pricing policies, demand response, and development planning [2][4]. Important Policy Overview National Level - The National Energy Administration issued a notice to conduct pilot projects for new power system construction, focusing on seven areas including grid technology and virtual power plants [4]. - The National Development and Reform Commission released a draft for emergency dispatch management, clarifying pricing and cost-sharing methods for emergency electricity dispatch [4][5]. Local Level - Xinjiang's Development and Reform Commission published a notice to enhance the resilience of new energy development, proposing 21 specific measures, including a reduction in peak compensation from 0.7 yuan/kWh to 0.262 yuan/kWh [6]. - Guangdong Electric Power Company reported 209 projects applied for the 2025 new energy storage construction plan, with a total scale of 41.81 GW/84.59 GWh [7]. New Energy Storage Policies - Henan's Development and Reform Commission announced the implementation of the tenth batch of integrated source-grid-load-storage projects, including 63 projects with a total scale of 360.65 MW [9]. - Inner Mongolia's Energy Bureau optimized the application requirements for integrated source-grid-load-storage projects, removing restrictions on the same legal entity and adjusting requirements for energy storage configuration [9][10]. Electricity Market Policies - Hubei's Development and Reform Commission confirmed the formal operation of its electricity spot market, which has been running for over a year [11]. - Various provinces, including Jiangsu and Guangdong, released guidelines for the participation of grid-side energy storage in the electricity market, allowing for flexible pricing and participation methods [11][12][13]. Subsidy Policies - Ningbo's Economic and Information Technology Bureau introduced a subsidy plan for energy storage and virtual power plants, with peak response subsidies set at 1 yuan/kWh [26]. - Inner Mongolia established a compensation policy for independent new energy storage stations, with a compensation standard of 0.35 yuan/kWh for projects completed by 2025 [27][28]. Management Norms - Henan's Development and Reform Commission and Energy Regulatory Office issued a notice to facilitate the connection of various power projects to the grid, establishing a green channel policy for integrated projects [30]. - Jilin's Development and Reform Commission published interim management measures for new energy storage projects, with a focus on developing an annual project database [30][31]. Demand Response Policies - Zhejiang's Energy Bureau set a target for a maximum response capacity of 600 MW for demand-side management during peak summer periods, encouraging user-side storage participation [32]. - Sichuan's Development and Reform Commission outlined a market-oriented response plan, detailing revenue structures for standby capacity and response energy [32][33]. Virtual Power Plant Policies - Guizhou's Energy Bureau released a draft for virtual power plant participation in electricity market transactions, categorizing them into load and generation types [34]. - Several provinces, including Guangdong and Shaanxi, issued guidelines to support the construction and operation of virtual power plants, emphasizing market participation and resource aggregation [35][36]. Demonstration Projects - Inner Mongolia's Energy Bureau published a list of 16 independent new energy storage projects planned for 2025, with a total installed capacity of 4.75 GW/19.7 GWh [37].

Core Viewpoint - Inner Mongolia Autonomous Region is actively engaged in the construction of new energy storage power stations, aiming to build a new power system and energy framework, fulfilling its national responsibilities [1]. Group 1: Project Developments - By June 2025, Inner Mongolia has initiated the construction of independent new energy storage power stations, marking a rapid advancement in new energy storage projects [2]. - The largest single electrochemical energy storage station globally, with a capacity of 1 million kilowatts and 6 million kilowatt-hours, has commenced in Ulanqab City [2]. - A total of 34 independent new energy storage projects have been initiated by the end of June 2025, with a total installed capacity of 14.8 million kilowatts, more than double the existing capacity in the region [2]. Group 2: Technological Diversity - The new energy storage projects in Inner Mongolia utilize a variety of technologies, including lithium iron phosphate, vanadium flow batteries, compressed air storage, and molten salt storage [2]. Group 3: Policy Support and Growth - Since 2024, Inner Mongolia has accelerated the planning and construction of a new power system, resulting in a 246% year-on-year increase in newly built energy storage capacity, reaching a cumulative installed capacity of 10.32 million kilowatts [3]. - Inner Mongolia has become the first province in China to exceed 10 million kilowatts in new energy storage capacity, leading the nation in this sector [3]. - The ongoing construction of 14.8 million kilowatts of new energy storage projects is expected to further enhance the region's role in energy transformation and stability of the power grid [3].

Group 1 - In June, Inner Mongolia commenced the construction of several new energy storage projects, marking a significant acceleration in the development of new energy storage systems [1] - By June 2025, a total of 34 independent new energy storage projects will be under construction in Inner Mongolia, with a total installed capacity of 14.8 million kilowatts, which is more than double the existing capacity [1] - The new energy storage projects in Inner Mongolia feature large scales and diverse technological routes, including lithium iron phosphate, all-vanadium flow batteries, compressed air storage, and molten salt storage [1] Group 2 - In 2024, Inner Mongolia plans to accelerate the construction of a new power system, leading to a rapid increase in new energy storage capacity, with an additional 7.08 million kilowatts installed, representing a year-on-year growth of 246% [2] - The cumulative installed capacity of new energy storage in Inner Mongolia has surpassed 10 million kilowatts, reaching 10.32 million kilowatts, making it the highest in the country [2] - The accelerated construction of new energy storage stations will help address renewable energy consumption issues and enhance the stability and flexibility of the power grid, supporting the energy transition [2]