编辑丨王多鱼 排版丨水成文 室温钠硫电池 因其元素丰度高且具备理论电化学优势，有望为传统锂基体系提供可持续储能方案。然而， 基于单质硫到硫化钠的低价态反应路径 （S 0 /S 2- ） 使电池放电电压低 （通常 低于 1.6 V ） ，远低于 传统锂/钠离子电池。此外，该低价态反应导致负极需要过量使用化学性质活泼的金属钠，这为电池的制备 及运行带来严重安全隐患，从而严重限制了其实际应用。 2026 年 1 月 7 日，上海交通大学变革性分子前沿科学中心 孙浩 副教授 团队联合复旦大学 彭慧胜 院士团 队 （ 耿世涛 、 袁斌 为论文共同第一作者） ，在国际顶尖学术期刊 Nature 上发表了题为： High- voltage anode-free sodium-sulfur batteries 的研究论文。 这项研究将传统 碱金属-硫电池体系 的 S 0 /S 2- 低价态反应路径变革为 S 0 /S 4+ 的高价态反应路径， 在 国际上 首创了 高电压、无负极的钠硫电池新体系 ，有效突破了放电电压和安全性方面的限制，为发展新 一代大规模储能技术提供了全新路径。 https://www.nature.com/ ...

Core Viewpoint - The launch of the Ningxia-Hunan ±800 kV UHVDC project marks a significant milestone in China's renewable energy transmission, capable of delivering over 36 billion kWh annually, with more than 50% from renewable sources. This development is expected to drive substantial growth in the related industrial chain, benefiting multiple listed companies in the sector [1]. Industry Overview - The UHV construction in China is experiencing a boom, leading to high growth in the performance of companies involved in the supply chain, including cable, transformer, converter station, insulation, and control systems [1]. - China's UHV construction capabilities are globally leading, covering everything from original technology to complete equipment, engineering design, and operational maintenance [1][4]. Company Performance - Baoding Tianwei Baobian Electric Co., Ltd. reported a revenue of 2.995 billion yuan, a year-on-year increase of 60.89%, and a net profit of 75.37 million yuan, up 230.76% [2]. - Henan Tongda Cable Co., Ltd. achieved a revenue of 3.618 billion yuan, a 37.28% increase, and a net profit of 61.87 million yuan, growing by 68.42%. The company saw an 80.17% increase in new orders for its cable business [2]. - Pinggao Group Co., Ltd. reported a revenue of 5.696 billion yuan, a 12.96% increase, and a net profit of 666 million yuan, up 24.59% [3]. Market Trends - The industry is entering a prosperous cycle, with high demands for materials and technology in UHV projects. China has completed several high-difficulty and high-technology projects, solidifying its global leadership in this field [4]. - The ongoing construction of several UHV projects, including the world's highest UHVDC project, is expected to enhance the integration of clean energy into the national grid [4]. - Future investments in the UHV sector are anticipated to continue increasing, driving high demand for high-end equipment, key materials, and construction services [5].