Core Viewpoint - The National Development Bank is increasing green loan investments to support the green transformation of the Ningxia Hui Autonomous Region, focusing on infrastructure, ecological protection, and industrial upgrading [1]. Group 1: Green Energy Projects - The Datang Minning Green Power Town's shared energy storage station has completed 36.08 million kilowatt-hours of charge and discharge as of August 6, 2023, addressing the energy supply gap during nighttime [2]. - The shared energy storage station is designed to store excess renewable energy generated during the day for use at night, ensuring 24-hour green energy supply for the town [2][3]. - The project has received 144 million yuan in loans from the National Development Bank, which has helped reduce financing costs through various financial products [2]. Group 2: Solar Power Initiatives - The Ningdong Energy and Chemical Base has successfully connected a 1.64 million kilowatt photovoltaic project to the grid, utilizing over 3 million solar panels on 45,200 acres of land [4]. - The project has received nearly 1.9 billion yuan in loans, enabling it to provide stable funding and support for the construction of the solar power facility [4][5]. - The annual electricity generation from this project is expected to reach 3 billion kilowatt-hours, reducing carbon dioxide emissions by approximately 2.26 million tons, equivalent to reforesting about 6,000 hectares [5]. Group 3: Water Resource Management - The Xiangshan Xingren area in Ningxia, facing severe water scarcity, is set to benefit from a new irrigation project that will cover 230,000 acres and provide water security for over 30,000 residents [6][7]. - The National Development Bank has issued 284 million yuan in loans to support the construction of water supply infrastructure, addressing the challenges of large investment scale and long construction periods [6]. - The project aims to improve groundwater resources and support the cultivation of economic crops, thus promoting ecological protection and sustainable development in the region [7].

Investment Growth and Project Implementation - Major project construction has accelerated this year, with significant growth in equipment investment, showcasing new highlights in investment fields [1] - In May, several regions reported progress in major projects, including a significant chemical project in Inner Mongolia with a total investment of 9.83 billion yuan, expected to generate an annual output value of nearly 6.7 billion yuan [2] - In Sichuan, a solar power project is set to achieve full capacity grid connection, with an expected annual electricity generation of 450 million kilowatt-hours [2] - Shenzhen has initiated a low-altitude operation demonstration base, with major projects in the region completing investments of 77 billion yuan in the first quarter [2] Macroeconomic Policies and Investment Trends - The increase in investment is attributed to a combination of macroeconomic policies, including accelerated issuance of special bonds, which has improved funding availability and project advancement [4] - In the first quarter, the issuance of new special bonds approached 1 trillion yuan, leading to a 3.7% year-on-year increase in actual fixed asset investment [4] - Infrastructure investment grew by 5.8% year-on-year, with water management and water transport sectors seeing significant increases of 36.8% and 25.9%, respectively [4] Private Sector Investment - Policies promoting the development of the private economy have enhanced confidence and vitality among private enterprises, leading to a 0.4% year-on-year increase in private investment in the first quarter [5] - Private investment in manufacturing grew by 9.7%, outpacing overall manufacturing investment growth [5] Future Investment Strategies - Efforts to further expand effective investment are ongoing, with plans to implement 1,500 equipment renewal projects in the first half of the year [7] - The government aims to ensure that eligible projects receive necessary support in terms of land, energy, and funding [7] - The National Development and Reform Commission has announced measures to enhance consumer infrastructure and stimulate private investment [7][8]

Core Viewpoint - The successful "black start" test of the New Port Energy Storage Station marks a significant advancement in the ability of energy storage systems to autonomously restore power to regional grids after large-scale outages, showcasing the advantages of grid-forming energy storage technology over traditional methods [1][2]. Group 1: Black Start Test Details - On June 13, 2023, the New Port Energy Storage Station in Hubei Province conducted the first "black start" test in Central China, successfully restoring power to two substations and a photovoltaic power station after simulating a grid failure [1]. - The test involved disconnecting two substations from the main grid and using the energy storage station to restore power within approximately 40 minutes to multiple supply areas and pumping stations [1]. Group 2: Advantages of Grid-Forming Energy Storage - Grid-forming energy storage stations can autonomously adjust voltage and frequency, allowing them to actively participate in grid regulation and support local grid operations independently, unlike traditional energy sources that rely on the main grid [1]. - Compared to conventional diesel generators, grid-forming energy storage systems offer rapid response times and zero emissions, making them a more sustainable option for black start capabilities [1]. Group 3: Future Developments - In June 2024, the New Port Energy Storage Station successfully implemented a comprehensive "black start" test, further validating its capability to restore regional grids [2]. - The test involved creating an independent grid ecosystem that included photovoltaic power generation, grid, user loads, and energy storage, demonstrating a complete "source-grid-load-storage" characteristic [2].

大力发展新型储能，是新疆实现新能源高速发展和电力安全稳定供应的破局之道。走进新疆哈密华润咸 水泉风电储能电站，全球首个百兆瓦时级组串式构网型储能电站性能测试于去年5月30日在这里完成。 该储能电站解决了大规模构网型储能电站多机并联运行稳定性难题，首次开发并成功应用了构网型储能 电站智能控制器。这标志着在储能技术领域取得重大突破。 当前，新疆新型储能项目持续取得技术突破。今年3月，克州300兆瓦/1200兆瓦时构网型独立储能项目 已并网送电达4个月。该项目通过采用先进的构网控制技术，可有效平衡电网功率，大幅提升电网的稳 定性和调节能力。一次性可充满120万千瓦时电，可保障约20万家庭6小时的晚高峰生活用电，每年可调 节电量约3.84亿千瓦时。 在新疆公布的2024年新型储能项目清单中，41项独立新型储能项目涵盖磷酸铁锂、氢储、热储等多种类 型，多样的储能技术在能源领域具有广泛的应用前景。2024年，新疆新型储能全年充电44.8亿千瓦时， 有效提升新能源利用率3.6%。"从规模化来看，2024年全年储能新增555.3万千瓦/1952.9万千瓦时，同比 增长139%。"国网新疆经研院能源发展研究中心副主任李昌陵说。 ...