工业和信息化部等八部门联合印发实施《新型储能制造业高质量发展行动方案》。《行动方案》提出了六大专项行动：新型储能技术创新行动；产业协同发展推进行动；产业转型升级发展行动；示范应用场景拓展行动；产业生态体系完善行动；贸易投资合作提升行动。储能产业链上北交所目前共有 19 家公司，总市值达到 737.65 亿元。所涵盖的储能类型包含锂电池、铅炭电池、熔融盐储能等，产业链环节上涵盖了电池原材料、电芯生产、储能柜产品集成等环节。昆工科技（831152.BJ）2024 年 10 月 9 日首批铝基铅炭储能电池及户用“储能逆控一体机”顺利抵达乌兹别克斯坦的斯姆哈纳口岸。

Underfloor heating is used to heat the floor as well as the ambient surroundings, utilizing an underfloor warm water pipe or an electric cable. The heat from an underfloor heating system travel from the ground to cool the above-head level, thus ensuring uniform heat distribution. An underfloor heating system helps in controlling indoor climatic conditions by elevating the surface temperatures. The thermal comfort provided by these systems eliminates the need for radiators or other heating systems.

Lighting refers to the deliberate use of light to achieve various practical or aesthetic effects. It encompasses both artificial light sources, such as lamps and fixtures, and natural light, which can be harnessed through architectural features like windows and skylights.

Wave and tidal energy are forms of renewable energy harnessed from the movement of ocean waters. Wave energy captures the kinetic energy of ocean waves, converting it into electricity using devices such as oscillating water columns or point absorbers. Tidal energy harnesses the gravitational forces between the earth, moon, and sun, generating power as tides rise and fall. Both sources have the potential to provide sustainable and predictable energy, reducing reliance on traditional fossil fuels.

Industrial lighting refers to the specialized illumination systems designed and utilized within industrial facilities such as manufacturing plants, warehouses, and production or assembly lines. These lighting solutions are engineered to meet the unique challenges and requirements of industrial environments, providing adequate brightness, uniform coverage, and durability to support various operational tasks. Industrial lighting fixtures often incorporate robust materials such as high-impact polycarbonate or aluminum, and may feature resistance to dust, moisture, or extreme temperatures. Additionally, these lighting systems are tailored to enhance worker safety, productivity, and visual comfort, while also contributing to energy efficiency and cost-effectiveness within industrial settings.

Fuel additives are compounds that are designed to improve the quality and efficiency of fuels. Fuel additives are added to improve performance, flowability, corrosion resistance, clean burning, and many other properties.

High purity gas refers to gases that have been refined to remove impurities, achieving purity levels typically above 99.99%. These gases are essential for applications requiring precise and controlled environments, such as in electronics manufacturing, healthcare, and others, ensuring optimal performance and reliability.

The Global Hydrogen Review is an annual publication by the International Energy Agency that tracks hydrogen production and demand worldwide, as well as progress in critical areas such as infrastructure development, trade, policy, regulation, investments and innovation

Circadian lighting refers to a lighting system designed to mimic the natural patterns of sunlight throughout the day, which helps regulate the circadian rhythm of the body, which is the internal biological clock that controls the sleep-wake cycle and other physiological processes

The global gas generator market is a part of the global electrical components and equipment market. The global electrical components and equipment market was valued at $2,009.41 billion in 2021 and reached $2,415.67 billion in 2023

Automotive lithium-ion (Li-ion) battery demand increased by about 65% to 550 GWh in 2022 from about 330 GWh in 2021. This was primarily due to growth in electric passenger car sales, with new registrations increasing by 55% in 2022 relative to 2021. Governments are offering financial incentives and subsidies to battery manufacturers and investors to encourage the establishment or expansion of facilities for the production of batteries. These incentives can include tax breaks, grants, low-interest loans, and cash incentives.

电力设备及新能源行业：25年1月美国同比+12％，欧洲同比+24％－海外新能源车销量月报-海通证券

油气开采行业：美国能源股IPO－从VG看全球LNG行业发展-天风证券

本周（2.17-2.21）上证综指上涨 0.97%，创业板指上涨 2.99%。环保板块上涨 2.78%，碳中和板块上涨 1.13%，公用事业板块上涨 0.21%，煤炭板块下跌 5.13%。 

A direct current power system is used to provide uninterrupted direct current power to equipment in telecom, utilities, railroad, renewable, or other applications. It converts alternating current power to direct current power and charges and maintains the backup battery system. It also monitors and controls the power being output received by the equipment, maintains the correct voltage, and triggers alarms when necessary.

BC 电池是一种将太阳电池的发射极、背场、基区、发射极电极和背场电极均设计在电池背表面的高效率硅基太阳电池。IBC 电池将栅线做到背面，避免金属栅线电极对太阳光线的遮挡，能够最大限度地利用入射光，减少光学损失。BC 电池作为平台型技术，可与 P 型、HJT、TOPCon 等技术结合，形成 HPBC、HBC、TBC 等电池结构，从而更好的发挥各类型电池的优点。

电力设备与新能源行业：Deepseek冲击波，AIDC电气设备迎新机－“AI+_系列报告-银河证券

电力设备与新能源行业：自然基金委项目指南助力电池技术创新-银河证券

煤炭与消费用燃料行业：如何看待当前焦煤商品与权益？-长江证券

2月20日，阿里巴巴发布2025财年第三季度财报，公司云计算业务表现亮眼，收入同比增长13%，AI相关产品收入连续第六个季度实现三位数增长；截至2024年12月31日的三个月资本开支为318亿元，环比+80。阿里巴巴CEO吴泳铭明确表示，通用人工智能(AGI)将是公司AI战略的核心。在未来三年内，阿里巴巴计划在AI基础设施、基础模型和AI业务转型三个领域进行重点投资，其中未来三年在云和AI的基础设施投入预计将超越过去十年的总和（约3800亿元），即未来每年投入在1300亿元左右。AI应用迎来拐点，字节跳动、腾讯、阿里巴巴等互联网企业加大基建投入力度。