文 | 中关村储能产业技术联盟 01政策机遇 顶层设计率先明确方向。 2025年12月31日，国家发展改革委、国家能源局联合发布的 《关于促进电网高质量发展的指导意见》 ，为整个电 网系统的发展方向定调。 《指导意见》明确到 2030年，要初步建成以主干电网和配电网为重要基础、智能微电网为有益补充的新型电网平台。 智能微电网被认为是具 有自平衡和自调节能力的电力新业态载体 ，其价值在于支持多元主体接入，融入终端用户绿色用能场景，促进新能源就近开发、就地消纳，提 升偏远地区和电网末端供电可靠水平。 紧接着， 《应用指南》 为工业领域微电网落地提供了具体 "施工图" 。 2026年1月9日， 工业和信息化部、国家发展改革委、国务院国资 委、市场监管总局、国家能源局联合发布 《工业绿色微电网建设与应用指南（ 2026—2030年）》 ， 这 是我国首份针对工业场景的全国性微 电网指导文件。 《应用指南》提出了 " 工业企业和园区新建太阳能、风能等可再生能源发电每年就近就地自消纳比例原则上不低于 60%"等可量化的具体指 标，并从 建设原则、建设内容、建设模式、应用场景、建设要求 等给出系统方向， 标志着工业微电网建 ...

Core Insights - The energy storage market is transitioning from policy-driven to economically-driven high-quality development, with 2026 marking a pivotal year for China's new energy storage industry [20][21][22] - Six trends are shaping the landscape of large-scale energy storage (大储) development by 2026, focusing on market, technology, and application scenarios [19][22] Group 1: Independent Energy Storage - The independent energy storage sector is solidifying its leading position due to the cancellation of mandatory storage requirements and the acceleration of the electricity spot market [25] - In 2025, over 126 GWh of new independent energy storage capacity is expected to be connected to the grid, accounting for over 70% of the market [25] - Various provinces are implementing capacity compensation mechanisms, enhancing the economic viability of independent energy storage [25] Group 2: Networked Energy Storage - Networked energy storage is expected to achieve breakthroughs in three areas: power side, grid side, and user side, with a target penetration rate of over 30% by 2026 [27] - The market for networked energy storage is projected to experience explosive growth, with 2.9 GW/9 GWh of new installations in the first three quarters of 2025, surpassing the total for 2024 [26] - Companies like Sungrow, Huawei, and NARI are gaining traction in the global market, particularly as the EU mandates networked capabilities for large-scale storage starting in 2026 [28] Group 3: High-Voltage Cascade Technology - High-voltage cascade technology is becoming a core direction for large-scale energy storage systems due to its advantages in power capacity and ease of control [29] - This technology is expected to penetrate further into the market, with major players accelerating their deployment and focusing on capacity adaptation and integration efficiency [30] - By 2026, high-voltage cascade technology will enter a phase of large-scale application, supported by leading companies validating its reliability and economic viability [31] Group 4: System Integration and Temperature Control - System integration technology is evolving towards modular and integrated designs, with modularization becoming a mainstream approach for energy storage systems [33] - The market will see more integrated energy storage products that simplify installation and reduce compatibility challenges [33] - Temperature control technology is shifting towards intelligent liquid cooling solutions, enhancing safety and lifespan of energy storage systems [35][36] Group 5: Diverse Energy Storage Technologies - Sodium-ion batteries are anticipated to enter a phase of large-scale commercialization, targeting mid-to-low-end applications [36] - Flow batteries and compressed air storage are also expected to make significant advancements, particularly in long-duration storage scenarios [36][37] - The demand for long-duration storage solutions is rapidly increasing, driven by the growth of renewable energy installations [37][38]

Core Viewpoint - The Beijing Economic and Technological Development Zone has released measures to accelerate the cultivation of future energy industries, focusing on four key sectors: new energy storage, clean energy, low-carbon transition, and fusion energy [1][2] Group 1: Future Energy Industry Development - The development of future energy is crucial for economic transformation and optimizing energy structure, with the Yizhuang area already hosting leading companies in the new energy sector [1] - The new policy outlines four major future energy industry tracks, including the development of new energy storage technologies such as all-solid-state batteries and flow batteries [1][2] Group 2: Support Measures - The policy proposes 10 key support measures focusing on technological breakthroughs, pilot industry cultivation, landmark scene creation, and development factor assurance [2] - Financial support will be provided for key core technology R&D in future energy, with up to 30% of annual R&D investment covered based on the development stage [2] - Aiming for a scale of over 50 billion yuan in the new energy and future energy industries by the end of 2028, the plan includes the promotion of over 10 landmark products and the establishment of more than 80 specialized enterprises in the future energy sector [2]

以下文章来源于DT先进电池 ，作者神秘李 DT先进电池 . 固态电池、钠电池、液流电池、水系电池.......最新科技进展和产业动态 2026未来产业新材料博览会 （FINE），围绕机器人、汽车、无人机、数据中心、航空航天、AI、新能源等未 来产业共性需求特设6大展区， N3 先进电池与能源材料展区 聚焦 固态 电池 、钠电池、eVTOL电池、机器人电池 等 2025年终于在依依不舍中结束了，虽然刚过去的2026第一周热点眼花缭乱，应接不暇，但持续了一年的固态电池仍然还能有自己的声音，可见他仍是产 业和资本的最爱。 在过去的一年，虽然上车的依然声音大雨点小，但是国内产业确实推出了一系列产品，不管好与坏，终于不是PPT，也是进步，离行 业预测的2027或2030越来越近了。 小编特梳理了2025年发布的50种新品，市场未到，硝烟先起， 固态电池"突围赛"开打！ 1、长安汽车： 2月， 长安发布"金钟罩"全固态电池 ，具备400Wh/kg能量密度， 满电续航超1500公里， 并引入AI远程诊断技术，预计2026年实现 固态电池装车验证，2027年推进全固态电池逐步量产 。 2、天能电池 ：3月， 天能重磅发布了备 ...

这数据放以前想都不敢想，为啥储能突然这么火？关键是驱动逻辑变了。 以前各地搞储能，多少带点行政命令的意思，比如光伏项目必须配多少储能，不然不让并网。 文|有风 编辑|有风 2026年的中国新能源产业，已经悄悄换了赛道。 以前拼规模、抢装机的日子过去了，现在大家都在琢磨怎么把"高质量"这三个字落到实处。 全球能源转型的大背景下，"双碳"目标和新型电力系统建设就像两只大手，把能源结构往清洁化、低碳 化的方向猛推。 这时候，风电、光伏、储能这老三样，突然有了新故事。 第一个要说的，就得是今年存在感拉满的储能。 前几年提起储能，大家都觉得它是光伏、风电的"小跟班"，主要任务就是帮忙调调峰、填填谷。 但今年不一样了，2026年全球储能新增装机直接干到438GWh，同比增长62%，咱们中国更猛，预计能 到250GWh。 现在不一样，市场自己就催着储能发展。 你想啊，电力现货市场一放开，峰谷价差有时候能差好几倍，储能充谷放峰，中间的利润空间可不小。 再加上辅助服务、容量补偿这些收益渠道，储能已经从"成本项"变成了"收益项"。 光有收益还不够，技术创新才是硬道理。 锂电池今年又进步了，能量密度高了不少，成本反而降了点，这直接 ...

证券研究报告：电力设备|点评报告 发布时间：2026-01-06 行业投资评级 强于大市 |维持 行业基本情况 | 收盘点位 | | 10088.23 | | --- | --- | --- | | 52 | 周最高 | 10950.05 | | 52 | 周最低 | 6107.84 | 行业相对指数表现（相对值） 2025-01 2025-03 2025-05 2025-08 2025-10 2025-12 -10% -3% 4% 11% 18% 25% 32% 39% 46% 53% 60% 电力设备 沪深300 资料来源：聚源，中邮证券研究所 研究所 分析师:苏千叶 SAC 登记编号:S1340525110004 Email:suqianye@cnpsec.com 分析师:杨帅波 SAC 登记编号:S1340524070002 Email:yangshuaibo@cnpsec.com 分析师:盛炜 SAC 登记编号:S1340525120008 Email:shengwei@cnpsec.com 近期研究报告 《国家发改委修定输配电成本监审和 定价办法，我们预计明年整体进入过渡 期——适应"拍卖"机制》 ...

"双碳"目标是我国加快推进能源强国建设的战略引擎，其引领作用不仅显于战略定位的高度契合，更在 于顶层设计至实施路径的支撑。充分发挥"双碳"目标的全面引领作用，从生产、技术、系统、消费、制 度等维度打造加快能源强国建设的坚实堡垒。通过"十五五"时期与更长时期的持续努力，我国必定形成 非化石能源主导、技术自主可控、系统高效协同的能源强国图景，这对能源安全保障、经济高质量发 展、零碳社会实践创新、中国式现代化推进以及全球能源气候治理优化具有重大战略意义。 "双碳"目标为何能引领能源强国建设 在全球气候治理格局深度调整和能源加速转型的背景下，"双碳"目标已超越单纯的环保承诺，成为重塑 我国能源发展底层逻辑、驱动能源强国建设的核心战略支点。能源强国建设的本质是构建"安全、自 主、高效、零碳"的综合优势，而"双碳"目标通过刚性碳约束和引导性资源配置，为其提供清晰的价值 坐标与行动纲领，这正凝练了"双碳"目标能够成为核心引领力的深层逻辑。通过低碳或零碳转型驱动能 源体系结构优化，在保障能源安全的同时实现生态环境效益与经济社会发展高水平协同，使能源强国建 设始终沿着绿色、高效、生态友好的可持续发展轨道稳步推进，形成经济、能源 ...

均不含直流配套电源。 文 | 甘肃省发展和改革委员会 1 2月31日，甘肃省发展改革委、甘肃省工信厅、甘肃省能源局、甘肃监管办公室联合发 布《关于建立发电侧可靠容量补偿机制的通知（试行）》。 文件提到， 建立发电侧可靠容量补偿机制 ，对电力系统确有需要并在全年系统顶峰时段 能持续稳定供电的机组，建立发电侧可靠容量补偿机制，根据其可靠容量进行补偿。 此外，文件指出， 电网侧独立新型储能可靠容量 =全网统调电网侧独立新型储能最大放 电功率×( 1-厂用电率）×可靠容量系数。 电网侧独立新型储能可靠容量系数 =最大功率发电持续时长/系统净负荷高峰持续时长， 最大不超过1， 系统净负荷高峰持续时长暂定为6小时 。这意味着建设6 h 电网侧独立新 型储能 可获得满额补贴。 补偿范围 合规在运的公用煤电机组； 电网侧独立新型储能 （ 除 抽 水 蓄 能 外 ， 包 括 锂 电 池 、 液 流 电 池 、 飞 轮 、 压 缩 空 气 、 氢 （氨）储能、热（冷）储能 等）； 电网侧独立新型储能清单由国网甘肃省电力公司负责梳理汇总后，书面报送省能源局审核 认定发布，清单抄报甘肃能源监管办，并适时对清单进行动态调整。 新建煤电 ...

文 | 住房城乡建设部 2025年12月31日，住建部发布了GB/T 5104 8- 20 25 《电化学储能电站设计标准》， 该标准是在201 4年版上修订的，根据1 0年来电化 学储能电站的运行情况，对各类电化学储能电池的布置和防火要求分别给出明确规定。 部分修订如下： 文件提到，本标准修订的主要技术内容是： 1.删除了 钠硫电池 储能电站设计要求，增加了 钠离子电池 、 电解水制氢/燃料电池 储能电站的设计要求； 2.修改了 电池选型及成组要求 ，增加了 直流侧开断设备 配置要求； 3.修改了 电池管理系统 、 储能变流器 技术要求； 4.增加了 锂离子、钠离子电池预制舱 毗邻布置、两层布置要求，修改了室内布置 电池柜/架 的高度要求及间距要求； 5.修改了 铅酸/铅炭电池、液流电池 火灾危险性类别及耐火等级，修改了 锂离子电池 防火设计要求； 6.修改了 铅酸/铅炭电池、液流电池、锂离子电池 储能电站总布置、平面布置及安全疏散、消防给水及灭火系统、防排烟、火灾自动 报警系统等防火设计具体要求； 7.增加了 消防 供电要求、应急照明、安全出口标志灯和火灾应急照明灯具的设计要求。 增加了锂离子、钠离子电池 ...

Core Insights - The "14th Five-Year Plan" period prioritizes the construction of a modern industrial system, marking a strategic shift from single-point technological breakthroughs to systematic industrial upgrades [6][19]. - The new energy industry is transitioning from a focus on installed capacity to building a "source-grid-load-storage" collaborative system, emphasizing dynamic balance between production and consumption [7]. - The aerospace sector is developing a dual-driven model of national engineering and commercial space, with large aircraft industrialization and commercial space driving the scale and capability of the industry chain [8]. - Future industries such as 6G and quantum technology place China in the global leading tier of R&D, aiming to seize the high ground in technology standards and industrial ecosystems through forward-looking layouts [9]. - The transformation of traditional industries emphasizes not only greening and intelligentization but also explicitly promotes "service-oriented manufacturing," guiding the manufacturing sector to extend services throughout the product lifecycle [10]. Group 1: Modern Industrial System - The construction of a modern industrial system is the primary task of the "14th Five-Year Plan," highlighting its core position as a foundation for new era development [19][20]. - The modern industrial system consists of three parts: upgrading traditional industries, developing emerging pillar industries, and strategically laying out future industries [20]. Group 2: Emerging Pillar Industries - The cultivation of emerging pillar industries is positioned as the strategic core of the modern industrial system, providing a strong new growth engine for high-quality development [23]. - Key emerging pillar industries include new energy, new materials, aerospace, and low-altitude economy, which are expected to drive explosive growth in multiple trillion-level markets [23]. Group 3: New Energy - The new energy sector has evolved into a comprehensive ecosystem encompassing "production, storage, transmission, and application," with a strategic significance in ensuring national energy security and achieving carbon neutrality [24]. - As of the end of 2024, China's cumulative installed capacity of new energy reached 1.41 billion kilowatts, maintaining a global leading position [25]. - The annual new installed capacity during the "14th Five-Year Plan" period is expected to remain around 30 million kilowatts [25]. Group 4: New Materials - The new materials industry in China has rapidly grown, with total output value exceeding 8 trillion yuan in 2024, but still faces structural challenges with about 30% of key high-end materials relying on imports [34]. - Significant breakthroughs are being made in various fields, including third-generation semiconductor materials and high-end alloys for aerospace applications [39]. Group 5: Aerospace - The aerospace sector has formed a dual-driven model of national major projects and commercial markets, with the C919 large aircraft and commercial space rapidly developing [42]. - The market size of China's aerospace manufacturing industry is expected to reach 601.7 billion yuan by 2025, with a compound annual growth rate of approximately 14.05% [42]. Group 6: Low-altitude Economy - The low-altitude economy, driven by various manned and unmanned aerial vehicles, is expected to reach a scale of 505.95 billion yuan in 2023, with a year-on-year growth of 33.8% [50]. - The market is projected to exceed 1 trillion yuan by 2026, with a compound annual growth rate of approximately 29.6% from 2021 to 2026 [50]. Group 7: Future Industries - Future industries represent cutting-edge technological and industrial development directions, including quantum technology, biomanufacturing, hydrogen energy, and brain-computer interfaces [61]. - The quantum technology sector is expected to grow significantly, with the industry scale projected to reach approximately 80 billion USD by 2024 and potentially near 1 trillion USD by 2035 [64].