Industrial battery is used in remote, difficult-to-reach areas where equipment/devices are required to be selfpowered, and recharging & replacement of batteries is difficult or is not possible. The basic components equipped in these batteries majorly include cathode, anode, and electrolyte, out of which the cathode occupies around 30% of the overall battery cost. For the purpose of analysis, the report segments the global industrial batteries market based on type, application, and region. The report provides information about various types of industrial batteries available in the market such as lithium-ion battery nickel-based, and lead-based. The application covered in the study include telecom & data communication, uninterruptible power supply (UPS), energy, equipment, grid storage, and others. Moreover, it analyzes the current market trends of industrial batteries across different regions such as North America, Europe, Asia-Pacific, and LAMEA and suggests the future growth opportunities.

Increasing developments, such as advanced SCADA and communication technologies, are driving the substation market. The communication channel is an integral part of the substation automation as all the IEDs and monitoring devices that are located at the substation and on the field generate data that has to be passed on to the utility data center, which is remotely located. However, the lack of interoperability and global standards are restricting industry growth. Manufacturers in the industry are increasingly focusing on building common standards to eliminate the issue.

Hydrogen is emerging as a promising substitute to fossil fuels as a cleaner and more environmentally friendly form of energy; however, to alleviate the challenges pertaining to technology, supply chain and infrastructure, and economic costs to develop a comprehensive hydrogen economy, the industry needs to hasten the progress to achieve economies of scale. Battery electric trucks will be the preferred solution for short-distance, low-demand and urban application areas, whereas fuel cell trucks will most likely serve long distance traveling needs and segments that demand high uptime and availability. Milestones in terms of technology, infrastructure, strategy, and cost favorability required to enable commercial-scale deployment of fuel cell trucks are yet to be achieved.

国家发改委和能源局今日发布《“十四五”新型储能发展实施方案》，文件要求支持支持高比例可再生能源基地外送。依托存量和“十四五”新增跨省区输电通道，在东北、华北、西北、西南等地区充分发挥大规模新型储能作用，通过“风光水火储一体化”多能互补模式，促进新能源跨省区外送消纳，提升通道利用率和可再生能源电量占比。同时加大“新能源+储能”支持力度。在新能源装机占比高、系统调峰运行压力大的地区，积极引导新能源电站以市场化方式配置新型储能。

国家发改委发布了《关于完善能源绿色低碳转型体制机制和政策措施的意见》，《意见》提出支持微电网、分布式电源、储能和负荷聚合商等新兴市场主体独立参与电力交易。宁德时代后续披露了与市场沟通的会议纪要，纪要中提到储能行业的发展展望是“未来5 年储能行业会有72%的复合增长速度，储能2025 年416GWh，2030 年有1000GWh，2050 年有5000GWh”。

国家电网公司 2022 年规划投资总额 5012 亿，较 2021 年的规划额有所增长。

2022 年02 月22 日，上证综指收3876.79 点，下跌0.96%;深证成指收13297.11 点，下跌1.29%;电力板块指数收3152.12 点，下跌1.19%。其中，光伏发电板块涨幅前三的公司为：聆达股份（300125.SZ，2.73%）、晓程科技（300139.SZ，2.68%）、晶科科技（601778.SH，1.88%）。火力发电板块今日两家公司上涨：内蒙华电（600863.SH，3.66%）、穗恒运A（000531.SZ，0.98%）。

2021Q4 公用板块基金配置水平趋稳，但仍处于相对较低状态。2021 年第四季度以来，公用事业板块基金配置市值占股票投资市值比基本维持在三季度水平，小幅提升至1.26%，达到近两年来最高，环比上涨0.01pct。2021 年以来，随“双碳”目标正式确立，新能源发展进入高速阶段，公用事业基金配置比例，从2020Q4 历史最低点0.42%，至2021Q3大幅提升，2021Q4 维持在1.26%。目前公用事业的配置水平处于历史中等水平，在基金股票投资仓位中仍被相对低配，相对标准行业配置比例低2.02%，有较大提升空间。

特高压指电压等级1000KV交流和±800KV及以上直流，是“电力高速公路”，主要承担远距离低损耗电力传输的作用。从2004年研究论证特高压以来，特高压一直是电网建设中的重要环节（坚强智能电网的骨干），解决了国内电源或煤炭资源与用电负荷需求区域上不匹配的问题。

据财联社报道，1 月24 日下午，中共中央政治局就努力实现“双碳”目标，进行了第三十六次集体学习。