jiemianxinwenjianxijizhe | tianheqi

欧盟科学院院士孙金华：2030年中国储能产业规模将达2万亿-3万亿元

11yue7ri，oumengkexueyuanyuanshisunjinhuazai2024shijiechunengdahui“yuanshilundao”huanjiebiaoshi，yujidao2030nian，zhongguochunengzhuangjiliangjiangdadao3yiqianwa，zhongguodechunengchanyeguimojiangdadao2wanyi-3wanyiyuan。

国家智能制造专家委员会主任苏波：到2030年中国新型储能累计装机将达到220 GW

11yue7ri，guojiazhinengzhizaozhuanjiaweiyuanhuizhurensubozai2024shijiechunengdahuishangbiaoshi，zhongguoyijingzhubujianchenglepinleiqiquan、peitaowanzhengdexinxingchunengchanyetixi。dao2025nian，zhongguoxinxingchunengleijizhuangjijiangdadao100 gw，xingyezongchanzhijiangchaoguowanyiyuan；dao2030nian，xinxingchunengleijizhuangjijiangdadao220gw，xingyezongchanzhijiangchaoguo3wanyiyuan。

隆基绿能将于四川宜宾投建年产HPBC电池片项目

ju“yibinfabu”weixingongzhonghaoxiaoxi，11yue5ri，yibinyingfadeyaokejiyouxiangongsi、yibingaoxinqu、longjilvneng(601012.sh)qianshulenianchan16 gw hpbcdianchipianxiangmuzhanlvehezuoxieyi。genjuxieyi，sanfangjiangjiaqiangguangfuchanyelingyuhezuo，zaihpbcdianchishengchan、xiaoshouyijixiangguanjishulingyujinxingguangfanxiezuo，jiangyu2025nianjianshewanchengshouqi6gwchanneng。

曾毓群最新发声：储能行业不能“乱”

juruijianeconomyxiaoxi，zai2024shijiechunengdahuishang，ningdeshidai(300750.sz)dongshizhangjianceocengyuqunbiaoshi，zuoweinengyuanzhuanxingdeguanjianjichusheshi，chunengxingyebuneng“luan”。dannengyuanzhuanxingdexuqiuyeyaoqiuwomenjuebuneng“man”，xingyebixuzaikuaisuzengzhangzhongtongbushixiangaozhiliangfazhan。 tatichu，shouxian，gaokekaoshixingyefazhandegenji。genjizhengbuzheng、shenbushen、laobulao，juedinglezhenggexingyedemingyun。qici，gaojiazhi，shixingyeliangxingfazhandeneiquli。xingyeyaofazhan，jiuyaoweishehuichuangzaojiazhi。zuihou，quanchangjing，rangnengyuanzhuanxingwusijiao。chunengxingyedeweilai，bunengzhijuxianzaimougechangjingxiamaichanpin，eryaotigongquanchangjing、yitihuadejiejuefangan，funengqianxingbaiye，weiziji、weikehu、weiquanqiudenengyuanzhuanxingbuhaoju。

如何看待美方继续对华加征关税的可能性？商务部回应

11月7日，在商务部例行新闻发布会上，有记者提问称：“美国刚刚结束大选，商务部如何看待美方继续对中国加征关税的可能性，可能采取何种应对措施？同时，如何看待美国对华高科技领域的限制，中方准备采取哪些应对措施？”

对此，商务部新闻发言人何咏前表示，中方愿按照相互尊重、和平共处、合作共赢的原则，与美方加强沟通、拓展合作、化解分歧，共同推动中美经贸关系朝着稳定健康、可持续的方向发展，更好造福两国，惠及世界。

太蓝新能源、长安汽车联合发布无隔膜固态电池技术，2027年批量生产

11yue7ri，tailanxinnengyuan、zhanganqichelianhefabuwugemogutaidianchijishu，shixianjipianfuhegutaidianjiezhicenggemogongnengtidai，lizidiandaolvdayu1.5ms/cm，bingkejuanrao。anzhaoguihua，wugemoquangutaidianchijiangyu2025nianshixianyuanxingyanzhengtixikaifa；2026nianxiaopiliangshengchanchixuyanzheng；2027piliangshengchan、shifanyingyong。

tailanxinnengyuantongshifabuwugemobangutai25ahlilizidianchi，jubei3ckuaichongnengli、4cfangdiannengli，25℃shixunhuandayu1032quan，rongliangbaochilv87%；45℃shi，xunhuandayu1066quan，rongliangbaochilv83%。anzhaoguihua，wugemobangutaidonglidianchijiangyu2024nianshixianfangxinglvliangdianchiyangjianshengchan；2025nianpiliangshengchanyangbaokaifa；2026nianzhuangcheyanzheng。

中广核技子公司中标1.83亿元光伏专用电缆采购项目

zhongguangheji(000881.sz)11yue7rifabugonggaocheng，qiquanzizigongsijiangsuzhongguanghejinwodianzikejiyouxiangongsijinrishoudaozhongbiaojieguo，quedingzhongbiaozhongguanghexinnengyuan2024-2025niandianlanshebeikuangjiacaigou（diwubiaoduan：guangfuzhuanyongdianlan）xiangmu，zhongbiaojinewei1.83yiyuan。zhaobiaorenweizhongguanghefengdianyouxiangongsi，shuyugongsishijikongzhirenzhongguoguanghejituanyouxiangongsidekongguzigongsi，bencijiaoyigouchengguanlianjiaoyi。benciguanlianjiaoyijinewei1.83yiyuan。

宁德市储能电池全球市场占有率超40%， 连续三年全球第一

11yue7ri，ningdeshiweishujiliangweixinzai2024shijiechunengdahuishangbiaoshi，ningdeshichunengdianchizaiquanqiushichangshangdezhanyoulvchao40%，lianxusannianweijuquanqiudiyi，quanshiqingjienengyuanzhuangjirongliangjin1000wanqianwa，2030nianjiangtupo2000wanqianwa。

四川发布行动方案支持氢能全产业链发展，力争到2027年重点领域实现规模化应用

11yue7ri，sichuanshengrenminzhengfubangongtingyinfa《sichuanshengjinyibutuidongqingnengquanchanyelianfazhanjituiguangyingyongxingdongfangan（2024—2027nian）》。lizhengdao2027nian，sichuanshengqingnengchanyezaigaoduanzhuangbei、guanjianhexinjishu、jichucailiaohehexinbujiandengfangmianshixianxianzhutisheng，quanchanyelianshengtaitixigengjiawanbei，zhongdianlingyushixianguimohuayingyong，zongheyingyongchengbendafujiangdi，chanyezongheshiliheyingyongguimojinruquanguodiyitidui，chubugoujianqishuifengguangqingtianranqidengduonenghubudexinxingnengyuantixi。duiyurijiaqingnengli500gongjinjiyishangdegudingshijiaqingzhanhezhiqingjiaqingyitizhan，jianganzhaodanzhanjianshegudingtouzie（buhantudifeiyong）de30%jiyuzuigaobuchaoguo200wanyuan、500wanyuandeyicixingjiangli。ciwai，haizhichiyoutiaojiandeshi（zhou）chutaijiangdiyongqingchengbendecuoshi，shengjicaizhengjianganshi（zhou）zhichuyidingbilijiyudangeshi（zhou）meinianzuigaobuchaoguo2000wanyuandejiangli。

报告：今年美国新增储能装机容量将创历史新高

juxinlangcaijingyuanyinyifenbaogaobaodaocheng，jinnianmeiguochunengshichangzhengzaijinruyigechaojizengzhangqi，nianbushuguimojihujiaoqunianzengzhangyibei，bingzaiweilaishinianzhongmeinianjixushuaxinjilu。jishitelangpuzhongfanbaigong，zengzhangshitouyujirengjiangqiangjing。jugaibaogaofenxi，2024nianchunengbushuguimojiangjiaoquniande7.5gw/21.7gwhzengzhang91%（yigwhji），dadao12.9gw/41.3gwh。jialifuniyazhouhedekesasizhouliangdashichangzhanxinzengzhuangjide70%（yigwji）。

集邦咨询：11月硅片大幅减产推进去库，电池、组件价格有望企稳

jinri，jibangzixunyanjiuzhichu，11yueguipianchangshangdaguimojianchan，yujichanlianghuanbixiajiang9%-10%，kucunquhuajiangyoujiaodajinzhan。guiliaojiagejixuchengya，danyouchengbenzhicheng。dianchipianjiagededaoqianglizhicheng，zujianjiagechiwen。guangfubolijiagexiaofuxiaxiu。benyuebolixingyegongjiliangzaidushousuo，yueneizanwuchanxianduyaokoujianchan，kaoliangdaoshangyouzujianpaichanjianchanfudukuoda，suirandangqianguangfubolizaichanchannengyidiyuquniantongqi，dangongjirengxianguosheng，benyuedingdanshifangliangyouxian，xingyekucunchengshangxingqushi，zhounei，2.0mmji3.2mmdumoguangfubolijiagejunxiaofuxiaxiu。

乘联分会崔东树：2024年全年新能源乘用车国内销量预计1068万辆，同比增长38%

11yue7ri，chenglianfenhuimishuzhangcuidongshuzai2024zhongguoqicheliutongxingyenianhuishangbiaoshi，xinnengyuanchengyongcheguoneixiaoliangsijiduyujiwei355wanliang，tongbizengzhang39%，2024nianleijixiaoliangyujiwei1068wanliang，tongbizengzhang38%；xinnengyuanchengyongchechukoujinnianshoudaooumengdefanbutieguanshuiyingxiangzanshijiaoda，yujisijiduchukou33wanliang，tongbizengzhang12%，yujiquannianleijichukou122wanliang，tongbizengzhang17%。”2024nian1-9yueshijieqichexiaoliangtongbizengzhang2%，zhongguoqichezhanshijiefene33%，chuyudiweishuiping。suizhesijiduwangxiao，youwangtupo34%。”

维科及时发布钠离子新品

11yue6ri，weikejishu(600152.sh)zai2024qidiannadianxingyenianhuishangfabuleliangkuanquanxinjuyinlizinadianchichanpin：s180xilieyus60xilie。s180xilie，xinghaoweifangqiaonfpp-72173207，rongliang180ah，dianxinnengliangmiduda110wh/kg；s60xilie，xinghaoweifangqiaonfpp-50160118，rongliang60ah，dianxinnengliangmiduwei105wh/kg。

全球单体最大构网型独立储能项目全容量并网送电成功

jukehuashunengguanweixiaoxi，11yue7ri，quanqiudantizuidagouwangxingdulichunengxiangmu——xinjiangkezhou300mw/1200mwhgouwangxingdulichunengxiangmuquanrongliangbingwangsongdianchenggong。gaixiangmucaiyonglekehuashunengdegouwangxingxitongjichengjiejuefangan