日前，特斯拉、宁德时代相继签下储能项目合作，涉及订单共计3GWh。 行家说储能 ▋ 特斯拉：获600MWh储能订单 日前，特斯拉再次斩获一大型储能项目订单。 据TagEnergy 披露，公司与特斯拉签订168套 Megapack XL 2.0电池储能系统合同，用于150MW/600MWh的电池储能系统（BESS）。该项目将位于其 维多利亚州的 1333MW金原风电场旁。仅此Megapack订单价值金额约1.7 亿美元（约合12.06亿元人民币）。 据了解，今年8月，特斯拉与佐治亚电力公司签署了一项价值27亿美元的 Megapacks协议。另外，埃隆·马斯克旗下的人工智能初创公司xAI，正在孟菲斯部 署价值3.75亿美元的 Megapack系统，用于其即将建成的巨型超级计算机集群。 另悉，特斯拉第三季度 部署了 12.5GWh储能，同比增长81% ， 2025年以来特斯拉储能累计出货量达32.5GWh。 ☆ 点击 星标 ， 第一时间掌握前沿趋势 ▋ 宁德时代：拿下2.4GWh储能项目合作 据 Sun Village消息，宁德时代与丸红株式会社的合并子公司丸红电力零售、 Sun Village签署谅解备忘录（Mo ...

（文章来源：证券日报） 证券日报网讯万润股份11月24日在互动平台回答投资者提问时表示，公司关注并布局了一些具有一定技 术特点且适合公司开发的新能源电池用电解液添加剂，具体产品可以关注公司子公司海川化学的官网。 公司新能源电池用电解液添加剂的下游应用领域为锂离子电池产品，电解液是锂离子电池核心主材，主 要由溶剂、锂盐和添加剂组成，商业化锂离子电池电解液包含多种的添加剂，这些添加剂能显著改善电 解液某一方面的性能，例如增加电压、增加循环次数、改善低温性能、提高电解液稳定性等。 ...

储能板块再爆发，价值重估机会在哪 20251121 摘要 （2025 年）最大的变化是风光装机数量增加导致消纳需求增长，同时伴随着 碳酸锂价格及 IGBT 等产品价格下降，使得 EPC 价格整体下行，从而降低了成 本。此外，各地峰谷差价拉大，提高了储能经济性。一些地方如内蒙古、甘肃 等地出台了容量补偿政策，也增强了经济性。因此，今年（2025 年）储能呈 现出良好的增长态势，从订单情况和供不应求的现象都可以看出这一趋势。 当前新型储能技术的发展格局如何？哪些技术路线前景较好？ 不同类型的储能技术各有应用空间。例如，锂离子、钠离子等化学储能因灵活 性较高，在城市应用较为广泛；抽水蓄能适用于有水资源地区；压缩空气和熔 岩热力学热储能则需结合当地资源禀赋。总体来看，不同技术路线没有绝对优 劣之分，需要根据具体应用场景选择合适方案。从灵活性角度看，当前化学储 能应用更多，但未来也可能因原材料价格波动而出现其他技术入局。因此，应 结合当地实际情况、原材料价格及资源禀赋来讨论最优方案。 新型储能技术面临哪些挑战？如何看待资金与技术之间的错位现象？ 储能系统在新能源发电中扮演"充电宝"角色，通过削峰填谷、备电及 抑制电网波 ...

每经AI快讯，有投资者在投资者互动平台提问：贵公司布局的电解液添加剂是什么材料呢？ （记者 王瀚黎） 万润股份（002643.SZ）11月24日在投资者互动平台表示，公司关注并布局了一些具有一定技术特点且 适合公司开发的新能源电池用电解液添加剂，具体产品可以关注公司子公司海川化学的官网。公司新能 源电池用电解液添加剂的下游应用领域为锂离子电池产品，电解液是锂离子电池核心主材，主要由溶 剂、锂盐和添加剂组成，商业化锂离子电池电解液包含多种的添加剂，这些添加剂能显著改善电解液某 一方面的性能，例如增加电压、增加循环次数、改善低温性能、提高电解液稳定性等。 ...

Core Insights - The rapid development of China's new energy industry is highlighted, with a focus on the "14th Five-Year Plan" achievements and the upcoming "15th Five-Year Plan" emphasizing energy security and the transition to a new energy system [1][5][9]. Group 1: Industry Development - The "15th Five-Year Plan" aims to promote quantum technology, biomanufacturing, hydrogen energy, and new energy storage as new economic growth points [1]. - During the "14th Five-Year Plan," China's energy consumption structure improved significantly, with the average cost of global wind power projects decreasing by over 60% and solar photovoltaic (PV) project costs dropping by over 80% in the past decade [3][5]. - The new energy sector is expected to transition from subsidy-dependent growth to a market-driven high-quality development phase during the "15th Five-Year Plan" [15]. Group 2: Technological Trends - The solar PV industry is focusing on optimizing silicon technology to maintain cost advantages, with a shift towards using less silver and more affordable metals like copper and aluminum [7]. - Lithium-ion batteries, particularly lithium iron phosphate batteries, are projected to dominate the new energy storage market, maintaining over 90% market share in the next five years [9]. - The integration of digital technologies in energy management is becoming crucial for enhancing operational efficiency and enabling smart decision-making in the energy sector [26][27]. Group 3: Market Dynamics - The global market for energy equipment is expected to reach approximately $1.27 trillion in 2024, with significant growth potential in the energy digitalization sector, projected to reach $173 billion by 2025 [27][28]. - The focus is shifting from merely increasing installed capacity to achieving efficient collaboration across the energy system, enhancing the penetration and reliability of new energy sources [11]. - The energy storage industry is urged to achieve equal treatment in capacity pricing with other flexible resources, emphasizing the need for fair compensation for the services provided by energy storage [9][15]. Group 4: Policy and Strategic Initiatives - The "15th Five-Year Plan" emphasizes the importance of energy security as a primary task for the energy industry, necessitating a shift towards a new energy system and collaborative strategies [5][13]. - The launch of the "Energy Digitalization Development White Paper" aims to explore the strategic significance and implementation paths for energy digitalization in China [28].

Economic Overview - The province's economy has maintained overall stability and progress, with a focus on releasing domestic demand potential, strengthening industrial support, promoting service industry development, and stabilizing foreign trade [1][2] Industrial Performance - The industrial added value for the first ten months increased by 7.7%, with 36 out of 41 industries experiencing growth, resulting in a growth rate of 87.8% [1] - Key industries such as automotive, electronics, and railway shipbuilding saw significant increases in added value, with growth rates of 17.8%, 14.7%, and 14.3% respectively [1][2] - The added value of the equipment manufacturing industry grew by 11.9%, surpassing the overall industrial growth rate by 4.2 percentage points [2] Service Sector Development - The revenue of the service industry increased by 5.1% in the first three quarters, with nine out of ten major sectors showing growth [1][2] - Notable growth was observed in leasing and business services, water and environmental management, and cultural and entertainment services, with revenue growth rates of 16.0%, 10.7%, and 10.5% respectively [1] Consumer Market Trends - The total retail sales of consumer goods grew by 5.4%, with retail sales above a certain threshold increasing by 6.2% [2] - Online retail sales through public networks reached 195.9 billion yuan, growing by 16.9%, which is 10.7 percentage points higher than the overall retail sales growth [2] Investment Insights - Fixed asset investment saw a structural optimization with a growth rate of 6.0%, supported by strong industrial investment [2] - Significant increases in investment were noted in the metal products industry (19.8%), general equipment manufacturing (28.3%), and automotive manufacturing (33.2%) [2] Foreign Trade Performance - The total import and export volume reached 2.88778 trillion yuan, growing by 4.7%, with exports increasing by 4.0% and imports by 5.7% [2] - Trade with countries involved in the "Belt and Road" initiative amounted to 1.85 trillion yuan, marking an 8.4% increase and accounting for 64.2% of the province's total trade [2] Private Sector Dynamics - The added value of private industrial enterprises grew by 9.3%, exceeding the overall industrial growth rate by 1.6 percentage points [3] - Retail sales from private commercial units increased by 7.4%, outpacing the overall retail sales growth by 1.2 percentage points [3] - Private enterprises accounted for 75.8% of the province's total import and export volume, amounting to 2.19 trillion yuan, with a growth rate of 6.4% [3] Social Welfare Investments - Investments in the social welfare sector increased significantly, with production and supply of electricity, heat, gas, and water growing by 21.6%, and investments in residential services and repairs rising by 13.2% [3]

"西雅图部分地区又停电了，这已是10月以来的第三次。"日前，美国西雅图部分区域因天气等原因发生多起停电事故，多地甚至连续数日无电可用。频繁 的断电引发了居民的不满与担忧，也令人不禁疑惑：为何在经济与科技高度发达的美国，连稳定供电都成为难题？ 与此同时，微软CEO纳德拉也在一档播客节目中承认，公司正面临一个前所未有的窘境，"手上有成堆的GPU，却因为缺电、缺空间，只能闲置"。 无论是美国的普通民众，还是科技巨头，都在经受着"缺电"的困扰。而背后元凶之一，便是风头正盛的AI。有业内人士指出，AI算力堪称"电老虎"，抢夺 走了美国本应稳定供应的电力资源。 据美国能源研究所（IER）估算，OpenAI"Orion"模型进行一次训练所消耗的电量约达110亿千瓦时（kWh），这一耗电量相当于约100万美国家庭一整年的 用电量，并且这些电量足以让特斯拉Model 3行驶440亿英里，这个里程大约能往返海王星三次。 《每日经济新闻》记者采访获悉，美国发生的"电力缺口"问题早已超越单一国家的能源困境，成为撬动全球格局的关键变量。AI算力竞赛推动电力升级为 战略资源，改写资本流向，触发多国调整能源与科技战略，全球产业链正围绕"电 ...

21世纪经济报道记者费心懿实习生余名伟成都报道 11月19日下午，由南方财经全媒体集团指导、21世纪经济报道主办、中国国际光伏与储能产业大会组委会支持的2025第八届中 国国际光伏与储能产业大会暨21世纪·新能新质绿色能源发展论坛在四川成都举行。 与此同时，随着"强制配储"退出历史舞台，我国的电源侧储能装机增速放缓，电网侧储能和用户侧工商储市场占比有望进一步 提升。 中国化学与物理电源行业协会（CESA）储能应用分会秘书长刘勇在《"十五五"中国新型储能产业发展趋势研讨》的主题报告中 谈到，"'十五五'是新型储能高质量发展的关键节点，新型储能作为灵活性调节资源之一，将迎来重要发展机遇期。" 经过"十四五"期间行业内外摸爬滚打，储能行业的从业者为国家乃至全球能源转型作出了极其巨大的努力，技术进步、产能提 升、成本优化，推动行业发生翻天覆地的变化。 据CESA储能应用分会初步统计，截至2025年9月底，中国新型储能累计装机107.15GW/263.3GWh，抽水蓄能累计装机 62.665GW。2025年1-9月，中国新型储能新增装机32.49GW/87.35GWh，对应功率和容量分别同比增长36%、50.95%；抽 ...

表二2025年1-10月锂离子电池出口额月度变化情况 | 目得 | 2025 年月度出 | 2024 年月度出 | 同比增长 | 环比增长 | | --- | --- | --- | --- | --- | | | 口额(亿美元) | 口额(亿美元) | | | | 1 | 55.70 | 50.16 | 11.06% | -7. 70% | | S | 41.41 | 37.09 | 11.63% | -25. 66% | | 3 | 57.73 | 44.72 | 29.08% | 39.41% | | र्च | 61.41 | 43.02 | 42. 77% | 6. 39% | | 5 | 58.57 | 46.37 | 26. 32% | -4.63% | | 6 | 65.97 | 51.14 | 28.98% | 12.62% | | 7 | 70.47 | 53.52 | 31.66% | 6.83% | | 8 | 71.53 | 57.91 | 23. 51% | 1.51% | | ਰੇ | 71.01 | 52.99 | 34.00% | -0. 73% | | 10 | 69.68 ...

Group 1 - The sodium battery industry is expected to accelerate its implementation, with companies involved in the sodium-ion battery supply chain likely to benefit first [1] - Lithium carbonate prices have gained significant attention, with the main contract on the Shanghai Futures Exchange reaching a peak of 100,000 yuan on November 20, marking an increase of over 30% since October 9 [1] - Rongbai Technology has been designated as the first supplier of sodium battery cathode materials for CATL, with a commitment to purchase at least 60% of its total procurement volume if certain standards are met [1] Group 2 - Sodium batteries are anticipated to effectively complement lithium batteries, despite having lower energy density due to the lower specific capacity and capacity density of sodium [2] - The sodium battery supply chain has completed its initial setup and is poised for a period of industrial scale expansion, driven by the rapid rise of new energy vehicles since 2021 [2] - CATL's sodium-ion battery has achieved a single-cell energy density of 160 Wh/kg, with the ability to charge to 80% in just 15 minutes at room temperature, indicating significant advancements in technology [2]