Group 1: Energy Investment Growth - In the first half of 2025, Inner Mongolia's energy major project investment reached 165.8 billion yuan, a year-on-year increase of 39%, accounting for 52% of the annual planned investment [1] - The progress in coal projects includes the approval of two coal mine area plans, the commencement of two coal mines with a total capacity of 16 million tons per year, and the completion of one coal mine with a capacity of 1.5 million tons per year [1] - Smart coal mines account for 89% of the total coal production capacity in operation [1] Group 2: Power Infrastructure Development - The ±800 kV UHVDC transmission project from Inner Mongolia to Beijing-Tianjin-Hebei has been approved, with 29 cross-municipality power grid projects approved in the first half of the year [1] - Ten 500 kV power grid projects were put into operation, and 43 projects are under construction [1] - The project to electrify 580 remote farming and pastoral households has commenced, with the overall progress of Inner Mongolia Power Group's projects at 58% [1] Group 3: Green Hydrogen Initiatives - Inner Mongolia has introduced nine policies to promote green hydrogen project construction and consumption, extending the 40% online electricity ratio policy for wind-solar hydrogen projects until 2027 [2] - The 150,000 kW integrated wind-solar hydrogen demonstration project by Datang Duolun has been put into operation, facilitating the coupling of green hydrogen with coal chemical applications [2] - The construction of the hydrogen long-distance pipeline from Damao Banner to Baotou City has begun, and the demonstration project for hydrogen transportation from Ulanqab City to the Beijing-Tianjin-Hebei region has been approved [2] Group 4: Energy Storage Development - Inner Mongolia has implemented compensation policies for independent new energy storage power stations, stabilizing investment return expectations for enterprises [2] - By the end of June, grid companies had paid a total of 16.6 million yuan in compensation to nine independent new energy storage power stations [2] - A total of 34 new energy storage projects with an installed capacity of approximately 14.8 million kW have commenced construction in the first half of the year [2]

Core Viewpoint - The acceleration of new energy storage projects in Inner Mongolia is crucial for enhancing grid stability and supporting the construction of a new power system, addressing renewable energy consumption issues [2]. Group 1: New Energy Storage Projects - By the first half of 2025, Inner Mongolia plans to start construction on 34 independent new energy storage stations, with a total installed capacity of 14.8 million kilowatts [1]. - Recent projects include a 1 million kilowatt/600 megawatt-hour storage station in Ulanqab and a 300 megawatt/1280 megawatt-hour project in Ordos, among others [1]. - The new energy storage stations will utilize various technologies, including lithium iron phosphate, all-vanadium flow batteries, compressed air storage, and molten salt storage [1]. Group 2: Importance of New Energy Storage - New energy storage acts as a "stabilizer" and "regulator" for the power system, playing a vital role in the construction of a new power system [2]. - The rapid development of new energy storage stations will not only help in the consumption of renewable energy but also enhance the stability and flexibility of the power grid [2].