新型电力系统是投资于物的核心载体，为投资于人筑牢硬件基础。特高压输电工程、智能电网设施、新 型储能系统、数字电力平台等重大基础设施建设，不仅直接筑牢能源安全保障的硬件底座，更为投资于 人提供了实践场景与发展空间，催生对高海拔输电技术人才、新能源消纳专业人才、智能运维技能人才 的迫切需求，推动人才培养方向与产业需求精准对接。数字孪生电网、电力物联网等数字化设施的落 地，搭建起数字化人才的实训平台，推动从业人员技能向智能化、数字化方向升级。城乡电网改造升级 等民生工程投资，改善了基层供电服务条件，为基层电力人才提供了施展专业能力、服务民生福祉的广 阔舞台。电网的物质资本投资越精准、越深入，投资于人的需求就越明确、载体就越坚实。 新型电力系统是投资于人的实践平台，为投资于物激活效能引擎。投资于人是与新型电力系统物质资本 运营、技术升级深度绑定的人力资本增值过程，电力行业的技术密集型、专业复合型特征，决定了人才 培养必须与设备运维、技术攻关、工程建设紧密结合，而人才能力的提升又能最大化释放物质资本的效 能。在科技创新层面，通过投资培育战略科学家、科技领军人才，聚焦特高压、储能、氢能等关键技术 攻关，能够让先进的电网设 ...

工业和信息化部办公厅 国家发展改革委办公厅 国务院国资委办公厅 市场监管总局办公厅 国家能源局综合司印发 《工业绿色微电网建设与应用指南 （2026—2030年）》（ 工信厅联节〔2025〕77号 ） 各省、自治区、直辖市及计划单列市、新疆生产建设兵团工业和信息化主管部门、发展改革委、国资委、市场监管部门、能源部门，有关中央企 业： 为贯彻落实国务院办公厅《制造业绿色低碳发展行动方案（2025—2027年）》，促进重点行业领域节能降碳，现将《工业绿色微电网建设与应用 指南（2026—2030年）》印发给你们，请结合实际，认真贯彻落实。 工业绿色微电网建设与应用指南(2026-2030年) 工业绿色微电网是以向工业用户提供绿色电力为主要目 的,集成应用光伏、风电、高效热泵、新型储能、氢能、余热 余压余气、智慧能源管控等一体化系统,可融合工业生产过程、 与电网友好互动并实现协同自治的综合能源系统。推进工业绿 色微电网建设应用,是促进工业用能低碳转型、落实工业领域 碳达峰目标的重要途径,是培育绿色发展新动能、锻造产业竞 争新优势的重要领域,是实现可再生能源就地消纳、适配新型 电力系统的主动选择。为贯彻落实《制造业绿 ...

跨山越海 一条"帮扶链"串 起共赢发展圈 区域协调发展的 核心在于打破地 理与资源的隔 阂。省发展改革 委着力构建的新 味品的飘香，正 是广东省发展改 革委系统谋划、 强力推动县域特 色产业发展的一 个生动切面。 12月23日，在全 省推进"百县千 镇万村高质量发 展工程"促进城 乡区域协调发展 现场会上，省发 展改革委勾勒出 省发展改革委： 新型帮扶协 作"引活水"，重 大项目建设"激 活力"_南方+_南 方plus 一条清晰路径： 通过健全新型帮 扶协作机制引 入"外源活水" ， 同时狠抓县域重 大项目建设激 活"内生动力" ， 粤东沿海，一场 关于"鲜味"的产 业变革正在发 生。曾经以传统 晾晒为主的调味 品生产，如今在 阳西县现代化园 双轮驱动为广东 城乡区域协调发 展夯实基础、增 添后劲。 区里实现了智能 化、标准化升 级。这背后，是 省级专项资金的 精准注入和用地 用能等要素的强 力保障。阳西调 型帮扶协作机 制，正将珠三角 的发展动能，源 源不断地输送至 粤东西北的县 域。 在博罗县，一个 由深圳福田区与 当地共建的产业 园区已初具规 模。"博西这边 的落地项目就有 10宗。福田产投 进驻后，像 ...

人民财讯12月18日电，12月17日，上海电气（601727）集团党委书记、董事长吴磊一行拜访中国能源建 设集团有限公司(简称"中国能建（601868）")，与中国能建党委书记、董事长倪真举行会谈。双方围 绕"十五五"规划布局、能源转型、产业链协同及海外市场开拓等交换意见。会谈中，双方就加强战略对 接与资源整合，在新型电力系统构建、智能电网、新型储能系统、风光储氢一体化等新领域深化合作达 成共识。会谈中，双方还就推动国家重大专项技术攻关、加强供应链合作、建立海外产业同盟等事项进 行交流。双方表示，将充分发挥各自在装备制造与工程总包方面的优势，通过"抱团出海"协同发展，共 同提升国际市场份额，携手打造更多国家级优质示范项目，为我国构建清洁低碳、安全高效的新型能源 体系作出更大贡献。 ...

在博罗县园洲 镇，一片现代化 的厂房建筑群已 然矗立。这便是 深圳福田携手惠 州博罗：从"协 作"迈向"共赢"_ 南方+_南方plus 连接深圳福田与 惠州博罗的交通 线上，博深、博 福两条大道的建 设工程正加速推 进。三年来， 在"百县千镇万 村高质量发展工 程"的牵引下， 一场始于对口帮 扶的协作，演变 为彼此成就的双 向奔赴。变化的 答案，写在拔地 而起的产业园 里、藏在民宿老 板的笑容中、落 在百姓可感可及 的生活变化上。 创新协同 产业生"新"机 福田-博罗共建 产业园区（博 西），它在今年 10月实现了主体 结构全面封顶。 而2024年以前， 眼前颇具规模的 园区还是空旷荒 地。 福田-博罗共建产业园区（博西）拔地而起，一批优质企业陆续入驻。 "惠州博罗县的 土地面积有2855 平方公里，发展 潜力大。深圳福 田区虽然经济密 度高，但产业空 间受限。"作为 挂任中共博罗县 委常委、副县长 的深圳福田干 部，吴德海表 示，福田与博 罗，不只是对口 帮扶，而是一场 深度绑定的"双 向奔赴" 。 自2023年11月28 日两地签订合作 框架协议以来， 同规划、同政 策、同招商、同 服务、同受益 的"五同 ...

（原标题："十五五"广东新型储能发展潜力与路径展望丨能源之声） 文/中国能源研究会双碳产业合作分会副秘书长 汤泰 编者按：由21世纪经济报道能源策工作室推出的《能源之声》栏目，旨在立足当前我国能源产业发展新形势，围绕政策分析、地方观察、产业研 究等方面，通过外部专家约稿形式给予深刻的见解。第一阶段，《能源之声》栏目将围绕广东省新型储能产业发展情况，由21世纪经济报道能源 策工作室联合中国能源研究会双碳产业合作分会等机构共同邀约，相继推出五篇来自业内专家的文章，为广东省新型储能产业的高质量发展建言 献策。本文为第四篇。 2023年初，广东省在产业布局中首次明确战略目标——推动新能源产业升级为全新的万亿元级产业集群。在这一庞大产业群中，新型储能产业凭 借其战略地位和系统价值备受关注，被省政府定位为支撑"制造业当家"战略的核心支柱产业。 从发展逻辑来看，新型储能在广东具有双重关键意义：一方面，它为装备制造及系统集成产业链提供技术突破与升级动力，推动本土企业加快创 新与产业集聚；另一方面，它作为新型电力系统的重要组成部分，能够提升电网调节能力、促进新能源高比例消纳，从而为实现"双碳"目标提供 坚实支撑。 正是基于这一 ...

Group 1: Market Overview - As of November 30, 2025, the Shanghai Composite Index fell by 1.67%, while the Shenzhen Component Index and the ChiNext Index dropped by 2.95% and 4.23%, respectively[5] - The average decline of the stock portfolio in November was 4.83%, underperforming the CSI 300 Index, which fell by 2.46%[5] - The market is expected to experience consolidation, with external economic conditions remaining stable and the potential for further monetary easing by the Federal Reserve[5] Group 2: Stock Recommendations - Huaxin Cement (600801) is positioned for overseas expansion, with a closing price of 22.42 CNY and a projected EPS of 1.42 CNY for 2025[8][12] - Sanmei Co. (603379) focuses on refrigerants, with a closing price of 52.17 CNY and an expected EPS of 3.50 CNY for 2025[13][15] - China Duty Free Group (601888) benefits from policy dividends, closing at 79.03 CNY with a projected EPS of 1.94 CNY for 2025[16][19] - Contemporary Amperex Technology Co. (300750) is undergoing valuation recovery, with a closing price of 373.20 CNY and an expected EPS of 15.00 CNY for 2025[20][23] - Sungrow Power Supply (300274) is seeing favorable conditions in new energy storage, closing at 182.90 CNY with a projected EPS of 7.07 CNY for 2025[24][26] - SANY Heavy Industry (600031) is focused on engineering machinery, with a closing price of 20.32 CNY and an expected EPS of 1.00 CNY for 2025[27][29] - Yutong Bus (600066) is expanding its overseas market, closing at 31.11 CNY with a projected EPS of 2.14 CNY for 2025[33][37] - North Huachuang (002371) specializes in semiconductor equipment, with a closing price of 427.90 CNY and an expected EPS of 10.03 CNY for 2025[38][41] - Kingsoft Office (688111) is leveraging AI in office solutions, closing at 311.31 CNY with a projected EPS of 4.07 CNY for 2025[42][44]

Core Insights - China's new energy storage capacity has surpassed 100 million kilowatts, marking a significant step towards the transition to a new energy system and reinforcing its global leadership in renewable energy development [3][4]. Group 1: Industry Growth - As of the end of September, China's new energy storage capacity has exceeded 100 million kilowatts, accounting for over 40% of the global total installed capacity [3][4]. - Since the 13th Five-Year Plan, China's new energy storage capacity has grown more than 30 times, indicating a shift from early commercialization to large-scale development [4]. Group 2: Technological Advancements - New energy storage systems are characterized by flexible deployment, rapid response, and short construction cycles, making them key technologies for supporting new energy and power systems [4]. - Emerging technologies such as solid-state batteries and hydrogen storage are rapidly developing, providing strong support for the future energy system's diverse and high-security storage needs [4]. Group 3: Investment and Economic Impact - Since the 14th Five-Year Plan, investment in new energy storage projects in China has exceeded 200 billion yuan (approximately 28 billion USD), driving over 1 trillion yuan in investments across the industry chain [4]. - Chinese products are contributing to the acceleration of global energy transition, showcasing China's role in the global green transformation [4]. Group 4: International Collaboration - Nicaragua has expressed strong interest in collaborating with China in the renewable energy sector, highlighting the need to expand energy supply due to rapidly growing industrial demand [5]. - Nicaragua currently sources 70% of its energy from renewable sources such as solar, wind, and geothermal energy, and is looking to expand cooperation with Chinese enterprises on photovoltaic and hydropower projects [5].

Core Insights - The new energy storage capacity in Inner Mongolia has reached 9.63 million kilowatts, demonstrating excellent operational status and application efficiency, especially during peak summer electricity supply periods [1][2] - From January to August this year, the cumulative charging and discharging electricity of new energy storage in Inner Mongolia showed significant growth, with charging electricity reaching 2.71 billion kilowatt-hours (up 422%) and discharging electricity at 2.36 billion kilowatt-hours (up 439%) [1][2] - The efficiency of the energy storage systems has played a crucial role in stabilizing electricity supply and supporting industrial production, particularly during peak demand periods [2][3] Summary by Sections Energy Storage Capacity and Performance - Inner Mongolia's new energy storage system has effectively integrated into the regional electricity dispatch system, enhancing its role in stabilizing grid load fluctuations and accommodating renewable energy [2] - The maximum discharging power of the energy storage in the Mongolian West grid reached 90% of the installed capacity, while the Mongolian East grid achieved around 70% [1] Economic Impact - The total compensation amount for the discharging electricity from energy storage stations reached 355 million yuan, with the Mongolian West grid accounting for 327 million yuan and the Mongolian East grid for 28 million yuan [1] Future Development - The region plans to continue promoting high-quality development of the new energy storage industry, focusing on technological innovation and optimizing dispatch strategies to ensure effective performance during critical times [3]

Group 1 - The core viewpoint of the article is that China's new energy storage capacity is set to exceed 180 million kilowatts by 2027, driven by both domestic and international demand, indicating a significant market opportunity in the new energy storage sector [2][3]. - The article highlights that regions like Xinjiang and Gansu are exploring diverse revenue streams for energy storage systems, emphasizing the importance of operational efficiency and profitability in energy storage plants [4]. - It is projected that by 2035, China's total installed capacity for wind and solar power will aim to reach 360 million kilowatts, necessitating an additional 190 million kilowatts of new installations over the next decade, which will create substantial demand for energy storage systems [5]. Group 2 - The article notes that the new energy storage industry is entering a golden development period due to decreasing costs and increasing demand, positioning it as a critical component of China's energy strategy [5].