电动车仍处于高速增长期，新能源长期趋势不变。国内电动车市场经历了 2014-2017 年的初 创期、2018-2020 年的徘徊调整期和 2020 年下半年至今的高速增长期，行业主要驱动力从补贴 转为产品内在竞争力，截至 2023 年 6月渗透率已超 30%。2022 年欧洲/美国市场共销售 259.2 万 89.7万辆电动车，渗透率仅 23%/6.5% ，相较于国内市场，海外渗透率仍有极大提升空间，正处于政策推动与快速追赶过程中。动力电池将随新能源车终端市场增长得到快速发展，据测算 到 2025 年全球动力锂电池装机量将达到 1358GWh ，22-25年 CAGR为38% 。储能市场方 面，电化学储能资源可得性高、安装灵活、建设周期短，受益于成本下降和技术突破，储能锂电 池将随电化学储能市场发展潜能释放获得快速增长。

本周港口动力煤现货价环比下跌 105 元/吨，报收 765 元/吨。供给端，产地供应有所回落，本周日均港口调入量约 187.26 万吨，环比下降 10.26%。需求端，本周日均港口调出量约 177.11 万吨，环比下降 9.84%。库存端，电厂库存仍处于较高水平，港口方面，本周环渤海四港口日均库存继续上行，环比增加 2.63%，整体仍处于近年高位。预计随着用电旺季即将到来，预计后续动力煤需求仍有支撑，价格企稳运行。

Equipment Type: Nonmetallic sheathed cable and cord fittings Industry: Wiring device manufacturing The equipment described in this report are primarily defined by its title since the title is generally long and includes most of the criteria used to differentiate the equipment from other similar equipment. The equipment descriptions are sourced from the U.S. Census. Additionally descriptions can be collected from the manufacturing industry descriptions that each equipment is categorized. The U.S. Census manufacturing industry descriptions for equipment are listed below

Equipment Type: Other cable, cord, and flexible conduit fittings Industry: Wiring device manufacturing The equipment described in this report are primarily defined by its title since the title is generally long and includes most of the criteria used to differentiate the equipment from other similar equipment. The equipment descriptions are sourced from the U.S. Census. Additionally descriptions can be collected from the manufacturing industry descriptions that each equipment is categorized. The U.S. Census manufacturing industry descriptions for equipment are listed below

Equipment Type: Other cable, cord, and flexible conduit fittings Industry: Wiring device manufacturing The equipment described in this report are primarily defined by its title since the title is generally long and includes most of the criteria used to differentiate the equipment from other similar equipment. The equipment descriptions are sourced from the U.S. Census. Additionally descriptions can be collected from the manufacturing industry descriptions that each equipment is categorized. The U.S. Census manufacturing industry descriptions for equipment are listed below

Equipment Type: Lithium round and prismatic primary battery cells Industry: Battery manufacturing The equipment described in this report are primarily defined by its title since the title is generally long and includes most of the criteria used to differentiate the equipment from other similar equipment. The equipment descriptions are sourced from the U.S. Census. Additionally descriptions can be collected from the manufacturing industry descriptions that each equipment is categorized. The U.S. Census manufacturing industry descriptions for equipment are listed below

Equipment Type: Land transportation motors, generators, and control equipment (excluding parts) Industry: Electrical equipment manufacturing The equipment described in this report are primarily defined by its title since the title is generally long and includes most of the criteria used to differentiate the equipment from other similar equipment. The equipment descriptions are sourced from the U.S. Census. Additionally descriptions can be collected from the manufacturing industry descriptions that each equipment is categorized. The U.S. Census manufacturing industry descriptions for equipment are listed below

Equipment Type: Molded case circuit breakers, 1000 volts or less Industry: Electrical equipment manufacturing The equipment described in this report are primarily defined by its title since the title is generally long and includes most of the criteria used to differentiate the equipment from other similar equipment. The equipment descriptions are sourced from the U.S. Census. Additionally descriptions can be collected from the manufacturing industry descriptions that each equipment is categorized. The U.S. Census manufacturing industry descriptions for equipment are listed below

Equipment Type: Inside wiring cable Industry: Communication and energy wire and cable manufacturing The equipment described in this report are primarily defined by its title since the title is generally long and includes most of the criteria used to differentiate the equipment from other similar equipment. The equipment descriptions are sourced from the U.S. Census. Additionally descriptions can be collected from the manufacturing industry descriptions that each equipment is categorized. The U.S. Census manufacturing industry descriptions for equipment are listed below

虚拟电厂的核心是分布式资源的聚合与优化。虚拟电厂并不是真实存在的电厂，而是一种智能电网技术，应用分布式电力管理系统参与电网运行调度，实现“源-荷-网”聚合优化。虚拟电厂主要可分为站控层、过程层、资源层，其中资源层的调节能力和质量决定虚拟电厂完成调度指令的能力，工商业储能作为最优质的调节资源之一，是虚拟电厂大发展的重要前提条件。