昨日（即1月8日），国家能源局综合司公示了《新型电力系统建设能力提升试点（第一批）名单》，共有43个试点项目和10个试点城市名单。 其中储能相关项目有7个，从试点方向上来看含6个构网型技术应用，主要分布在内蒙古、浙江、安徽、云南、山西和甘肃，涉及项目单位有中能建、国电、 华能、南瑞继保、南网储能、吴起经协绿色能源科技有限公司、巨化新能源等。 | 新型电力系统建设能力提升试点项目（第一批）名单 | | | | | --- | --- | --- | --- | | -储能相关项目 | | | | | 试点名称 | 报送审位 | 项目单位 | 试点方向 | | 青海省海西州乌兰风光储联合调控系 | | 中能建数字科技集团、 海西乌兰中规绿电新能 | | | 统友好型新能源电站项目 | 青海省能源局 | 源、中能建山西省电力 | 系统友好型新能源电站 | | | | 勘测设计院 | | | 内蒙古自治区包头市国电双良园区构 | 国家能源投资集团 | 国电电力(达茂旗)新能 | 构网型技术应用 | | 网型储能项目 | 有限责任公司 | 源有限公司 | | | 浙江省衢州市龙游经济开发区共享储 | | 浙江交安能源有 ...

锚定"双碳"践使命 一亿千瓦再启航 在新疆戈壁，华润电力在疆首个百万千瓦级风电项目——三塘湖100万千瓦风电项目成为当地清洁能源 开发的标杆工程。同时，华润电力联合外部技术攻关团队，在三塘湖风电项目开展构网型储能主动支撑 技术研究与示范应用，打造了构网型储能科研示范基地，实证了构网型储能对于弱电网的主动支撑特 性。 在浙江苍南，国内首个平价海上风电项目——华润电力苍南1号海上风电项目创造多项全国纪录，包括 单船单月21根沉桩的纪录，历时82天完成全部49根单桩沉桩任务，比计划提前约120天，以及单月敷设 30根35千伏海缆等多项纪录，在行业内树立起海上风电全面平价时代的第一面旗帜。 科技赋能 激活绿色发展新引擎 在不断探索绿色能源发展新模式的过程中，华润电力聚焦科技创新，以科技赋能绿色转型，研发投入保 持连年增长，并在多个关键技术领域实现突破，构建起覆盖储能、火电升级、碳捕集等领域的技术创新 矩阵。 核心技术攻关方面，华润电力在"十四五"期间取得丰硕成果，两项技术先后入选国家级首台（套）装备 目录："兼具发电机与调相机功能的300兆瓦级煤电机组改造成套设备及关键技术"为传统火电机组转 型、协同新能源发展开辟了 ...

插播： 1月8日，中车株洲所、弘正储能、海辰储能、海尔新能源、融和元储、华储电气、天合光能、万帮数字能源、星纪云能、汇能科技等超30家企业 出席【行家说储能开盛年会】，报名欢迎联系行家说储能辛迪 Cindy：15989092696 （微信同号） ▋ 许继电气： 3.75MW/7.5MWh构网型储能系统 并网 近日，许继电气为圭亚那GUYSOL光储项目 量身定制了构网型储能系统相关解决方案正式并网投运。 日前，行家说储能报道了包括海博思创在内的3个构网型储能项目最新情况（ 点这里 ）；今日，又获悉了3个构网型储能项目新进展，涉及容量超8GWh。 分别是阳光电源位于沙特的7.8GWh的构网型储能项目，许继电气为圭亚那3.75MW/7.5MWh GUYSOL光储项目定制的构网型储能系统相关解决方案；以及 国家新型储能创新中心牵头的广东省新型储能创新中心顺德实证基地200MW/305MWh构网型项目顺利并网。 ▋ 阳光 电源：7.8GWh沙特构网型储能电站并网 近日 ， 由阳光电源一体化交付的沙特7.8GWh储能项目实现全容量并网，项目一举创下多项全球之最—— 全球最快并网速度、全球最大并网储能项目、全 球最大构网技 ...

文 | 中关村储能产业技术联盟 穿越37年周期，科华数能凭借其在UPS领域的深厚积累，将其对"稳定"的追求，无缝平移至风起云涌的新型电力系统。面对AI算力与 新能源的双重挑战，这家企业将会交出怎样一份答卷？ 2025年12月4日，由中关村储能产业技术联盟主办，科华数能等单位联合主办的 "2025中国储能CEO峰会" 在厦门隆重召开。作为主 题分论坛二的首个分享报告， 厦门科华数能科技有限公司高级储能解决方案专家林金水 带来了关于构网型储能实践的深度分享。 在台下掌声渐歇的间隙， 我们对刚走下演讲台的林金水进行了专访 。透过他的一线视角，我们试图探寻科华应对时代挑战的解题思 路。 软件决定"身份"，硬件定义"体能" 当"构网型储能"突然成为行业热词，甚至被视为新型电力系统的"入场券"时，市场充满了躁动。 概念满天飞，但标准却模糊不清。 所有的目光都聚焦在同一个问题上： 到底什么是构网？为什么要构网？ 随着新能源大规模接入挤占常规机组发电空间，电力系统正面临前所未有的挑战：系统转动惯量降低；频率越限风险增加；动态无功支 撑不足威胁电压稳定；甚至在多个省份的风电汇集区相继出现了宽频振荡现象。大比例光伏在白天出力，夜 ...

在"先进储能技术创新与解决方案"论坛中，科华数能高级储能解决方案专家林金水发表了《科华数能构网型储能实践分享》主题演讲， 分享了我国储能市场的机会与挑战、构网为何成为新能源时代"刚需"以及科华数能在复杂环境下的构网实践应用。 随着全球光伏、风电装机规模快速提升，新型电力系统正迎来"双高三低"的全新挑战——高渗透比、高电力电子，叠加低惯量、低阻 尼、低短路容量的电网特性，电网频率波动、电压不稳等问题日益凸显。此时，构网型储能技术的出现，成为破解新能源消纳与电网稳 定矛盾的关键钥匙。 近日，2 025中国储能CEO峰会在福建厦门举行。作为全球储能行业的领导者，科华数能凭借在储能技术研发与系统解决方案领域的深 厚积累，深度参与峰会核心环节，为储能产业全球化发展贡献科华智慧与实践经验。 林金水表示，构网型储能的核心价值在于通过VSG控制方式，模拟同步发电机的运行特性，主动为电网提供惯量支撑、频率调节和电压 支撑。简单来说，没有构网技术，新能源发电只能"被动跟随"电网，难以实现可靠并网；而构网型储能让新能源从"看电网脸色"转变 为"支撑电网运行"，真正解锁了高比例新能源消纳的可能性。 在核心能力方面，科华数能构网型储能 ...

Core Viewpoint - Safety is considered the "lifeline" for the high-quality development of the energy storage industry and is crucial for the industry's long-term stability [2][4]. Group 1: Industry Trends and Challenges - The energy storage industry is entering a new phase of large-scale development, driven by the transition to a new power system dominated by renewable energy [2]. - There is a stark contrast between the industry's "zero accident" claims and the actual incidents occurring, highlighting the urgent need for a scientific and systematic safety governance framework [2][4]. - The current challenge in the energy storage sector is the lack of systematic and quantifiable safety risk assessment methods, leading to a "black box" situation where risks are not clearly understood [4][5]. Group 2: Safety Assessment Framework - Huawei Digital Energy has introduced a new, quantifiable safety assessment system for energy storage, which was recognized by authoritative technical evaluations [2][12]. - This system aims to transition from qualitative assessments to quantitative metrics, focusing on the probability of failure and the consequences of potential incidents [4][5]. - The safety assessment framework categorizes risks into three levels: A (unacceptable), B (risk mitigation), and C (overall controllable risk), allowing customers to make informed choices based on safety ratings [5][12]. Group 3: Technical Innovations and Standards - The company emphasizes a comprehensive approach to safety that spans the entire lifecycle of energy storage systems, integrating multiple disciplines such as electrochemistry, thermal management, and digitalization [8][9]. - Huawei has established a strong electrical safety management system that includes physical protection measures and innovative system architectures to prevent risks [8][9]. - The introduction of AI-based proactive safety protection systems allows for real-time monitoring and rapid response to potential failures [9]. Group 4: Industry Collaboration and Future Directions - Huawei advocates for a collaborative approach to enhance safety standards across the industry, emphasizing the importance of rigorous verification and practical data [11][12]. - The company has issued four key recommendations for the industry, including prioritizing safety and quality, enhancing collaboration between academia and industry, and promoting a governance framework that integrates safety assessments with insurance mechanisms [12][13]. - The energy storage industry is at a critical juncture, transitioning from merely functional systems to those that are safe and reliable, which is essential for supporting global energy transformation [12][13].

Core Viewpoint - The Qiongjie Wind Power Project in Tibet has officially commenced operation, becoming the highest-altitude wind farm in China, with a total installed capacity of 60 megawatts [1] Group 1: Project Details - The project consists of 12 wind turbines, each with the largest capacity in Tibet [1] - The wind farm is located in a prime wind energy resource area in the southern Himalayas, with an average annual wind speed exceeding 8.0 meters per second [1] - The project is expected to generate enough electricity to meet the needs of approximately 120,000 households annually [1] Group 2: Technical Innovations - To ensure successful construction under extreme natural conditions, advanced concrete pouring techniques were employed for the wind turbine foundations [1] - Protective measures for the high-altitude grassland were implemented, including the restoration of 360,000 square meters of vegetation [1] Group 3: Energy Supply and Storage - The project includes a grid-connected energy storage system with a capacity of 12 megawatts and 48 megawatt-hours, providing clean energy support for the upcoming winter and spring in Tibet [1]

Investment Rating - The report maintains a "Strong Buy" rating for the industry, indicating a positive outlook for investment opportunities [1]. Core Insights - The report highlights the expansion of floating offshore wind enterprises and the implementation of mandatory grid connection capabilities for large-scale energy storage in Europe, signaling a shift towards more advanced renewable energy technologies [5][6]. Summary by Sections Wind Power - Recent developments include the commencement of the deep-sea mooring equipment project by Yaxing Anchor Chain, which indicates accelerated commercialization of floating offshore wind [5][10]. - The domestic floating wind turbine prototypes have transitioned to capacities of 20MW and above, with notable projects from State Power Investment Corporation and Mingyang Smart Energy [5][10]. - The UK government has allocated £180 million for floating offshore wind projects, suggesting a robust international market for floating wind technology [5][10]. - The wind power index fell by 6.88%, underperforming the CSI 300 index by 3.11 percentage points, with a current PE_TTM valuation of approximately 24.12 times [4][11]. Photovoltaics - Longi Green Energy has signed an investment agreement for a green methanol project, aiming for completion by Q3 2027, which is expected to diversify its revenue streams amid competitive pressures in the photovoltaic sector [5][6]. - The photovoltaic equipment index decreased by 12.26%, with the current PE_TTM valuation around 44.19 times, reflecting ongoing challenges in the market [4][11]. Energy Storage & Hydrogen - The European Network of Transmission System Operators for Electricity (ENTSO-E) has mandated that large-scale battery storage systems over 1MW must have grid connection capabilities, addressing the declining inertia in the grid due to increased renewable energy penetration [6][10]. - The energy storage index dropped by 11.6%, with a PE_TTM of 29.85 times, while the hydrogen index decreased by 8.24%, with a PE_TTM of 33.36 times [4][11]. - Chinese energy storage companies have secured over 40GWh of orders in Europe, indicating a strong market presence and technological advantage [6][10]. Investment Recommendations - For wind power, companies like Goldwind Technology, Mingyang Smart Energy, and Yunda Co. are recommended due to their stable pricing and expansion into overseas markets [6]. - In photovoltaics, companies such as Dier Laser, Aiko Solar, and Longi Green Energy are highlighted for their potential amidst structural opportunities [6]. - In energy storage, Sunshine Power and Haibo Technology are recommended for their competitive advantages in the global market [6].

Core Viewpoint - The energy transition is a gradual process that requires balancing reliability and economic viability, with current storage solutions being insufficient for renewable energy sources like solar and wind [2][3]. Group 1: Energy Transition and Storage Challenges - The transition to renewable energy is accelerating globally, with installed capacity for solar and wind energy increasing from 115.2 GW in 2015 to approximately 670 GW in 2024, reflecting a compound annual growth rate of over 19.0% [3]. - The intermittent nature of renewable energy sources poses significant challenges for energy consumption, particularly in regions where grid infrastructure cannot keep pace with renewable deployment [4][5]. - Storage solutions, especially large-scale storage, are seen as critical to overcoming these challenges and ensuring reliable energy supply [4][5]. Group 2: Market Trends and Growth Potential - In Europe, renewable energy generation is projected to account for 47.4% of total electricity generation by 2024, driven by rapid growth in solar and wind energy [5]. - The European market for large-scale storage is expected to grow significantly, with projections indicating a need for total storage capacity to increase from approximately 50 GWh to between 500 GWh and 780 GWh by 2030 [6]. - The U.S. storage market is also experiencing robust growth, with an expected addition of 12.3 GW/37.1 GWh in 2024, representing year-on-year growth of 32.8% in power and 34% in capacity [8]. Group 3: Policy Support and Investment - Governments worldwide are implementing policies to support the development of storage solutions, such as the U.S. Inflation Reduction Act, which allocates $369 billion for energy production investments [17]. - In India, the government is promoting storage market growth through subsidies and procurement obligations, aiming to increase the share of renewable energy in total electricity consumption [18][19]. - China's energy storage market is also expanding rapidly, with significant bidding activity for storage projects, indicating a strong demand for large-scale storage solutions [9][13]. Group 4: Technological Advancements and Competitive Landscape - The competition among battery manufacturers is intensifying, with a focus on developing high-capacity cells that enhance safety, longevity, and cost-effectiveness [38]. - The introduction of larger storage systems, such as those exceeding 5 MWh, is becoming more common, with numerous companies launching new products to meet market demand [44]. - The market is witnessing a shift towards larger capacity batteries, with companies like CATL and BYD leading the charge in developing next-generation storage solutions [39][43].

Core Insights - The Huadian Qiongjie Wind Power Project has officially connected to the grid, making it the highest operational wind power project in the world at an altitude of 5,370 meters [1][4] - The project has a total installed capacity of 60 megawatts, consisting of 11 units of 5.0 megawatts and 1 unit of 6.25 megawatts, along with a supporting energy storage system of 12 megawatts/48 megawatt-hours [1][4] - It is estimated that the project will provide clean electricity to approximately 120,000 households annually, reducing carbon dioxide emissions by 128,700 tons per year [1][4] Project Challenges and Innovations - Constructing a wind farm at altitudes above 5,000 meters presents significant engineering challenges, including low oxygen levels (57% of that at sea level) and temperature fluctuations exceeding 20 degrees Celsius [4] - The construction team implemented various technical innovations, such as optimizing concrete mixtures and using a "film + blanket + colored cloth" gradient insulation method to ensure concrete strength in low temperatures [4] - The project also utilized a single-blade hoisting technique for the first time in ultra-high-altitude areas, which saved approximately 66% of the operational space required compared to traditional methods [4] Environmental and Economic Impact - The project has restored 360,000 square meters of vegetation and laid down 120,000 square meters of protective netting, demonstrating a commitment to ecological protection [4] - Local communities have benefited economically, with direct income increases of over 3.6 million yuan and an additional 11 million yuan generated for local industries through land leasing, participation in construction, and skills training [4][5] - The project embodies the principles of "system-friendly, eco-friendly, and community-friendly," contributing to the reliability of the power grid through a combination of equipment selection, energy storage, and intelligent control systems [5]