12月22日，大唐文昌长安储能电站顺利完成首日电力现货交易出清与结算，标志着海南省首家独立储能 项目正式接入南方区域电力现货市场运行，实现了海南独立储能市场化价格结算的历史性突破，成为海 南电网新型电力系统建设与储能市场化机制的创新实践。 在机制创新方面，南方电网海南电网有限责任公司首创"一个市场主体、两个交易单元"注册模式，明确 充电单元参照用电侧管理、放电单元参照发电侧管理的双向交易体系，同步推行现货市场节点电价机 制，让储能项目充分挖掘峰谷价差收益，实现合理商业回报。在技术支撑方面，海南电网升级优化电力 市场交易系统与调度自动化平台，新增储能专项监控模块，实现荷电状态、充放电曲线的实时监测与快 速响应，确保交易出清与电网安全运行需求精准匹配。 此次率先入市的大唐文昌长安储能电站，是海南唯一入选国家能源局新型储能试点示范名单的独立储能 项目，装机规模达100兆瓦/200兆瓦时，具备高效调频、深度调峰及电压支撑等核心能力，年调节电量 可达7300万千瓦时，相当于3.2万海南居民一年的用电需求。项目成功接入南方区域电力现货市场，不 仅实现了"电力调节+现货交易+辅助服务"的多元价值协同，更为本省独立储能项目商 ...

"当前独立储能盈利模式尚不清晰。" 作为广东某大型储能设备制造公司的相关负责人，伍德生现在手头有十几个独立储能项目资源，相关手续都已办 妥。但他在对接资方时，发现后者的积极性并不高。他们感兴趣的，仅有位于资源禀赋和政策支持较好地区的一 两个项目。 刘先生原本从事与储能无关的融资业务，他向记者声称，今年以来，公司已将全部精力投入独立储能领域。然 而，他在河南持续跟进数月的一个总投资1.4亿元的独立储能项目，最终因资方根据地方政策研判投资回报率难以 达标而搁浅。"这个行业也不好干。" 上述二人的故事都与今年能源行业里最热门的独立储能有关，但他们的遭遇也反映了这一热点背后值得冷静思考 之处。 多名受访者向第一财经记者表示，当前对于独立储能项目的投资，他们持谨慎乐观态度。有受访者介绍，由于看 不到稳定的盈利预期，有的项目在推进过程中被迫中止。 先"圈地"，能否落地先不管 独立储能区别于新能源配储项目，其核心特征在于独立主体身份：可直接与电力调度机构签订并网调度协议，并 网位置不受限制。新能源配储项目需依托新能源场站存在，并网主体仍为新能源发电项目；独立储能则以独立主 体并网，直接接受电网调用，部分地区还要求其具备独立 ...

南财智讯12月11日电，立新能源在投资者关系活动中表示，公司正在推进120万千瓦独立储能项目建 设，其中和田地区100万千瓦独立储能项目预计于2025年底并网，奎屯地区20万千瓦项目计划于2026年6 月30日前并网投产。目前公司已并网的独立储能项目处于试运行阶段，每日实现一充一放，运行调度频 次符合可行性研究报告测算水平。 ...

证券代码：001258 证券简称：立新能源 新疆立新能源股份有限公司 投资者关系活动记录表 编号：2025-006 投资者关系活动 类别 特定对象调研 分析师会议 媒体采访 业绩说明会 新闻发布会 路演活动 现场参观 其他 参与单位名称及 人员姓名 1.汇添富基金 张鹏 2.鹏华基金 郑辉煌 3.天风证券 郭丽丽 4.天风证券 王钰舒 5.工银瑞信 余鸣洋 时间 2025 年 12 月 10 日（周三）上午 10:30~12:30 地点 公司会议室 上市公司接待人 员姓名 1.董事会秘书 董爽 2.售电公司总经理 周正飞 3.财务部部长 黄鹏 4.证券事务代表 赵生萍 投资者关系活动 主要内容介绍 1、公司目前的装机规模如何？ 截至 2025 年 6 月 30 日，公司已投产运营的新能源项目总装 机规模 273.4 万千瓦（含独立储能），其中，风力发电项目并网 容量 172.05 万千瓦，光伏发电项目并网容量 85.35 万千瓦，独 立储能项目并网容量 16 万千瓦。此外，已核准的在建风光电项 目合计装机 110 万千瓦，独立储能项目装机 120 万千瓦。 2、在建 120 万千瓦独立储能项目的投产进度如何？ ...

为实现各类清洁电力的高效整合与灵活调度，该集团在河南省内率先探索建设源网荷储一体化项目，搭 建"源网荷储"一体化智慧调控平台，依托大数据实时预测用电负荷与新能源发电情况，通过储能电站动 态调节，实现发电曲线与用电需求的高度匹配。目前，该集团建设储能电站总容量188.5兆瓦/437兆瓦 时，与宁德时代（300750）合作的25兆瓦/100兆瓦时磷酸铁锂储能项目、驻马店高新区100兆瓦/200兆 瓦时独立储能项目加速推进。 中化新网讯 近日，记者从平煤神马集团获悉，今年前10个月，该集团累计消纳新能源电量约23.72亿千 瓦时（含配额绿电），绿电替代率达到33.74%，且通过绿电替代，降低用电成本约2.34亿元。 近年来，平煤神马集团积极推进源网荷储项目建设，加快构建安全高效绿色智能的新型电力系统。按 照"凡是有阳光的地方都转化为绿电"的理念，目前该集团已将光伏覆盖至屋顶、墙体、矸石山、牛棚、 铁路沿线等多样化场景。 此外，该集团还与大型风电企业合作，建设占地面积相对较小、有效发电时数长、发电高峰和矿区用电 负荷高峰相近且成本更低的风力发电机组，并持续提高瓦斯发电利用效率。截至10月底，该集团已投运 新能源总装机 ...

Core Insights - National energy investment in China has shown rapid growth, with key projects completing investments of 1.97 trillion yuan in the first eight months of the year, representing an 18.2% year-on-year increase [1] Group 1: Investment Growth Characteristics - Nuclear power, power grids, new energy storage, and coal power have been significant drivers of investment growth in energy projects [1] - Wind power, modern coal chemical industry, oil and gas storage facilities, charging infrastructure, and hydrogen energy investments have seen rapid increases, with wind power investment growing over 40% year-on-year [2] - Solar power generation, integrated energy systems, oil and gas exploration, and pumped storage investments have steadily increased, with solar power project investments rising by 17.5% year-on-year [3] Group 2: Regional Investment Highlights - Six provinces (Shandong, Jiangsu, Guangdong, Xinjiang, Yunnan, Inner Mongolia) each completed investments exceeding 100 billion yuan in the first eight months [1] - Significant investment in wind power projects has been noted in regions such as Xinjiang, Hebei, Guangxi, Shandong, and Hunan [2] - Major oil and gas projects are progressing in the Bohai Sea and Jianghan shale gas fields, with proven reserves of 165 billion cubic meters [3]

Core Viewpoint - Inner Mongolia Energy Group has officially commenced construction on five independent energy storage projects, which are expected to enhance the region's energy management and stability [1] Project Details - The five projects include: - Tuquan: 500,000 kW / 2,000,000 kWh independent energy storage station - Dengkou: 400,000 kW / 1,600,000 kWh independent energy storage project - Huade: 500,000 kW / 2,000,000 kWh independent energy storage project - Chifeng City, Balinzuoqi: 400,000 kW / 1,600,000 kWh independent energy storage project - Sunite Right Banner: 300,000 kW / 1,200,000 kWh independent energy storage station [1] Technology and Safety Measures - The projects will utilize advanced blade battery stacking technology and square lithium iron phosphate batteries, adhering to strict fire safety requirements [1] - Fire safety measures include the installation of physical fire-retardant paint and dual fire protection systems using perfluorohexane gas and water sprinklers [1] Operational Benefits - Once completed, the large-capacity energy storage systems will effectively implement "peak shaving and valley filling," improving the management of renewable energy sources and enhancing the flexibility of marketing strategies [1] - The projects will ensure reliable power supply by increasing the frequency of charge and discharge cycles and significantly improving grid regulation and stability [1]

Core Insights - Inner Mongolia Energy Group has commenced construction on five independent energy storage projects, which include various capacities and locations, marking a significant step in the region's push for high-quality development of new energy storage [1][2] Group 1: Project Details - The projects include: - Tuquan: 500,000 kW / 2,000,000 kWh - Dengkou: 400,000 kW / 1,600,000 kWh - Huade: 500,000 kW / 2,000,000 kWh - Chifeng City: 400,000 kW / 1,600,000 kWh - Sunite Right Banner: 300,000 kW / 1,200,000 kWh [1] - The projects utilize advanced blade battery stacking technology and square lithium iron phosphate batteries, adhering to strict fire safety measures [1] Group 2: Strategic Importance - Once completed, the large-capacity storage systems will help in peak shaving and valley filling, improving the management of renewable energy resources and enhancing grid stability [2] - The projects will support the region's clean energy goals and contribute to the achievement of carbon neutrality targets [2] - Local job creation and the stimulation of the upstream and downstream industrial chain are additional benefits expected from the project [2] Group 3: Project Management - Inner Mongolia Energy Group is committed to resource allocation and safety quality, focusing on process control to ensure the projects are completed and connected to the grid by the end of the year [2]

Summary of Key Points from Conference Call Company and Industry Overview - The conference call primarily discusses **Tianqi Hongyuan** and its performance in the **renewable energy sector**, particularly focusing on wind and energy storage projects [2][3]. Core Insights and Arguments 1. **Financial Performance**: - Tianqi Hongyuan reported a **net profit of 164 million yuan**, a **42% increase year-on-year** in the first half of 2025 [2][3]. - The company is actively expanding its energy storage business, with projects like the **600 MW independent energy storage project in Zhaoqing** and the **2 GWh energy storage system integration project** [2][6]. 2. **Project Progress**: - The **Tianjin Jinghai 100 MW wind power project** and the **Chengde Aerospace Hongyuan 300 MW wind farm** are expected to complete grid connection and revenue confirmation by the end of the year [2][4]. - The **920 MW shared energy storage project** in Chengde is nearing completion, with rental agreements signed with 12 manufacturers [2][4][5]. 3. **Strategic Collaborations**: - The company has formed strategic partnerships with various entities, including **Gansu Mobile** and **Shell China**, to promote collaborative energy projects [2][7][9]. 4. **Revenue and Profitability**: - New wind power plants have significantly improved overall gross margins, with electricity prices rising to **0.41-0.42 yuan per kWh** due to guaranteed grid access and spot trading [2][10][13]. - The company expects gross profit margins to remain strong, with projections of **5.5 billion to 7.5 billion yuan** in gross profit for 2026 [4][29]. 5. **Market Dynamics**: - The company is adapting to market conditions, including fluctuations in lithium battery prices, by managing inventory and negotiating with customers [4][15]. - The **green electricity direct connection project** in Qingyang aims to reduce electricity costs for China Mobile to approximately **0.10 yuan per kWh** [8][9]. Additional Important Content 1. **Future Outlook**: - The company anticipates a positive performance in 2026, driven by the full confirmation of projects in Tianjin and Chengde, alongside new projects in Suizhou and Huaiqi [21][29]. - The **capacity rental income** from large storage projects is expected to generate around **130 million yuan annually** [29]. 2. **Regulatory Environment**: - The company is navigating regulatory changes, including the impact of anti-money laundering policies on the renewable energy sector, which may influence pricing and market dynamics [27]. 3. **Cash Flow Improvement**: - The improvement in operating cash flow is attributed to the progress of several power station projects and prepayments from contractors, indicating a sustainable trend [28]. 4. **International Expansion**: - The company is exploring opportunities in **Ethiopia** and **Australia**, focusing on microgrid systems and adapting to local climate conditions [22][28]. 5. **Technological Innovations**: - The **920 MW shared energy storage project** utilizes an **immersive liquid cooling system**, enhancing performance and safety [16][18]. This summary encapsulates the key points discussed in the conference call, highlighting the company's performance, project developments, strategic partnerships, and future outlook in the renewable energy sector.

Core Viewpoint - The document emphasizes the acceleration of independent energy storage project construction to enhance power regulation and renewable energy consumption capacity in Hebei Province [4][6]. Group 1: Project Acceleration - Cities are instructed to guide construction units to expedite the remaining module construction for independent energy storage projects listed in the 2022 grid-side project list that have not yet fully connected to the grid [6]. - Ongoing projects must be pushed to ensure completion and grid connection within the approved timelines to better facilitate power regulation and promote renewable energy consumption [6]. - For projects in the planning stage, cities should assist construction units in expediting preliminary work and securing project access permits to enable early commencement and operation [6]. Group 2: Planning and Management - Energy storage facilities with a capacity of 100,000 kW or more that have completed EPC bidding, land procedures, and grid access procedures can apply for management under the independent energy storage project framework [6]. - The application must include various documentation such as project initial design reports, land use certificates, grid access approvals, and procurement contracts, to be submitted by August 29, 2025 [6]. - Future organization of power-side construction and shared storage transitioning to independent storage will not be conducted, and shared storage will not benefit from independent storage pricing policies [6]. Group 3: Project Review - Cities are required to comprehensively review independent energy storage projects approved before December 30, 2024, that have not yet initiated substantial work such as land acquisition, grid access, or construction [7]. - Recommendations for project extensions or cancellations must be submitted to the provincial development and reform commission by August 29, 2025 [7].