12月29日，山西新能源储能创新发展论坛在忻州市偏关县启幕。这场立足山西能源大省转型底色、锚定新能源储 能产业规模化发展的行业盛会，汇聚了能源领域的顶尖智慧与产业力量，成为年终岁末山西向新能源产业纵深迈 进的重要发声。 能源发展的终极范式：分布式微能源＋多能互补，两条腿走路才是破局根本 谈及能源发展的未来方向，王中林院士提出了一个极具颠覆性的核心观点：当下我们的能源思维，始终困在"大电 网"的单一框架里，而能源转型的破局之路，在于跳出固有思维，构建"集中式电网＋分布式能源"双轨并行的能源 新范式，而多能互补，是解决中国能源需求的根本途径。 能源是人类文明发展的基石，更是一个国家产业发展与经济运行的核心命脉。谈及当下能源发展的核心命题，王 中林院士直言，当下面临着两类能源的禀赋博弈，而二者的融合与高效利用，是能源转型绕不开的核心课题。传 统化石能源的核心优势在于利用效率高、能源供给稳定，但其短板也十分突出——存量有限，不可再生的属性决 定了其无法成为能源发展的终极答案。而以光伏、风电为代表的绿色能源，有着得天独厚的天然优势：分布范围 广、总量规模大，是可持续发展的核心能源支撑，绿色能源的痛点同样鲜明，能源密度低 ...

Group 1: Company Operations and Technology - The company currently has a total energy storage capacity of approximately 1500 MWh, primarily supporting photovoltaic power stations, including lithium iron phosphate, all-vanadium flow, and supercapacitor storage types [2] - The main technology for the company's operational power stations is TOPCon, with pilot projects using HJT technology and plans to trial BC and perovskite components as needed [3] Group 2: Financial Performance and Dividends - In 2024, the company received a total of 1.366 billion CNY in electricity subsidies, with 1.233 billion CNY from national subsidies [3] - The company has distributed approximately 1.512 billion CNY in cash dividends over the past three years, with a dividend payout ratio averaging 36% of annual net profit attributable to shareholders [3] Group 3: International Expansion - The company is in discussions with relevant departments in Sri Lanka, Indonesia, and Uzbekistan, with some projects having signed MOUs [3] - Future plans include accelerating investment in overseas photovoltaic projects, focusing on development and acquisition in countries along the "Belt and Road" initiative [3] Group 4: Information Disclosure Compliance - The company adhered to information disclosure management regulations during the investor meeting, ensuring no significant undisclosed information was leaked [3]

Core Insights - Shandong Province's Energy Bureau has issued the "Shandong Province 2025 New Energy High-Level Consumption Action Plan," aiming to enhance new energy storage capacity and maintain high utilization rates of renewable energy [1][2] Group 1: New Energy Storage Initiatives - The plan includes the construction of 3 million kilowatts of new energy storage capacity this year, with a focus on improving the trading mechanism for storage [1] - It proposes to relax price limits in the spot market to widen the price difference between charging and discharging, allowing storage to participate in real-time energy markets and auxiliary service markets [1] - Existing renewable energy stations will continue to implement capacity leasing and fulfill storage responsibilities based on grid connection commitments [1] Group 2: Development of Storage Technologies - The plan emphasizes the acceleration of compressed air energy storage development, particularly in areas rich in salt rock resources, with an additional capacity of around 1 million kilowatts expected this year [1] - It also highlights the scientific layout of electrochemical energy storage, targeting areas with concentrated renewable energy and load centers, aiming for over 2 million kilowatts of new capacity [1] Group 3: Encouragement of New Technologies and Applications - The document encourages the application of new storage technologies such as gravity, sodium-ion batteries, flywheels, and supercapacitors, promoting diversified development of energy storage [2] - It supports integrated pilot projects for source-grid-load-storage systems and the large-scale application of distributed storage to enhance flexible adjustment capabilities [2] Group 4: Independent Storage Development - The plan supports the development of independent storage systems, ensuring compliance with national electricity pricing policies [2] - Independent storage systems sending electricity to the grid will not bear transmission and distribution prices for their corresponding charging amounts, but must adhere to regulations regarding significant discrepancies between charging and discharging amounts [2]