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%）。

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”。

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。

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.

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.