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永泰能源:迎接储能黄金十年,执光储“黄金钥”开启绿色矿山新纪元
Core Insights - The article emphasizes the importance of developing a self-controlled supply chain for key energy equipment in China by 2030, particularly focusing on high-safety and high-reliability energy storage systems [1] - The policy encourages the integration of traditional mining operations with renewable energy solutions, specifically through the use of vanadium-based flow batteries [1][2] - Yongtai Energy is highlighted as a leader in this transition, leveraging its full industry chain advantages in vanadium battery storage to drive green transformation in mining [2][8] Policy and Industry Context - The National Energy Administration and other departments have issued guidelines to promote high-quality development in energy equipment, aiming for a low-cost, long-duration flow battery system [1] - The mining sector is adopting a "solar-storage integration + technological innovation" model to address safety and low-carbon development challenges [1] - A specific requirement from Shanxi Province mandates that all operational coal mines must implement dual-circuit power supply and emergency power systems, creating a favorable policy environment for energy storage applications [1] Technological Advancements - Yongtai Energy's Nanshan Coal Mine project integrates 2.7 MWp of distributed solar power with a 1.5 MW/6 MWh vanadium battery storage system, demonstrating a successful model for clean energy supply and safety [2][4] - The vanadium battery storage project has achieved significant milestones, including 294,000 MWh of cumulative solar generation and over 76,000 MWh of discharge, providing substantial cost savings and emergency power support [4] - Vnergy, a subsidiary of Yongtai Energy, has developed a groundbreaking solid-state material for vanadium flow batteries, significantly reducing costs and expanding operational temperature ranges [6][7] Market Opportunities and Future Outlook - The comprehensive approach of Yongtai Energy, combining resources, technology, and projects, positions the company to capitalize on policy incentives and technological innovations [8] - The implementation of the "New Type Energy Storage Scale Construction Special Action Plan (2025-2027)" is expected to create new opportunities for vanadium battery technology in the mining sector [8] - Yongtai Energy aims to facilitate the transition from traditional coal to green energy, injecting innovative vitality into the new energy system construction [8]