map_id,task_id,case_id,batch_id,run_id,output_path,section_anchor,conclusion_text,conclusion_strength,evidence_fact_id,source_doc_id,source_text_path,locator,support_type,contradiction_or_limit,candidate_status,review_status B004-CEM-0001,TASK-NEWENERGY-POWER-EQUIPMENT-STORAGE-CONTENT-SPRINT-20260813-001,ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001,BATCH-004,RUN-ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001-BATCH-004-001,ana-data/cases/新能源案例/核心文档/子行业/17_储能电芯与直流侧系统_总览.md,node-17-overview-metric-01,- 全国已投运新型储能装机功率:1.36 亿千瓦(2025-12-31,COMMISSIONED)。,DIRECT_FACT,EVF-B004-MKT-STO-001,S-B004-NEA-STORAGE-2025-PRESS,ana-data/cases/新能源案例/converted/official_industry_BATCH004/S-B004-NEA-STORAGE-2025-PRESS_BATCH004.txt,14,SUPPORT,全国公开口径;政策目标与已实现严格分账;不得外推单一公司份额或盈利。,DRAFT_FOR_CONSOLIDATED_INDEPENDENT_EXECUTION_OUTPUT_REVIEW,DRAFT_FOR_REVIEW B004-CEM-0002,TASK-NEWENERGY-POWER-EQUIPMENT-STORAGE-CONTENT-SPRINT-20260813-001,ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001,BATCH-004,RUN-ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001-BATCH-004-001,ana-data/cases/新能源案例/核心文档/子行业/17_储能电芯与直流侧系统_总览.md,node-17-overview-metric-02,- 全国已投运新型储能能量容量:3.51 亿千瓦时(2025-12-31,COMMISSIONED)。,DIRECT_FACT,EVF-B004-MKT-STO-001,S-B004-NEA-STORAGE-2025-PRESS,ana-data/cases/新能源案例/converted/official_industry_BATCH004/S-B004-NEA-STORAGE-2025-PRESS_BATCH004.txt,14,SUPPORT,全国公开口径;政策目标与已实现严格分账;不得外推单一公司份额或盈利。,DRAFT_FOR_CONSOLIDATED_INDEPENDENT_EXECUTION_OUTPUT_REVIEW,DRAFT_FOR_REVIEW B004-CEM-0003,TASK-NEWENERGY-POWER-EQUIPMENT-STORAGE-CONTENT-SPRINT-20260813-001,ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001,BATCH-004,RUN-ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001-BATCH-004-001,ana-data/cases/新能源案例/核心文档/子行业/17_储能电芯与直流侧系统_总览.md,node-17-overview-metric-03,- 全国新型储能平均时长:2.58 小时(2025-12-31,COMMISSIONED)。,DIRECT_FACT,EVF-B004-MKT-STO-001,S-B004-NEA-STORAGE-2025-PRESS,ana-data/cases/新能源案例/converted/official_industry_BATCH004/S-B004-NEA-STORAGE-2025-PRESS_BATCH004.txt,14,SUPPORT,全国公开口径;政策目标与已实现严格分账;不得外推单一公司份额或盈利。,DRAFT_FOR_CONSOLIDATED_INDEPENDENT_EXECUTION_OUTPUT_REVIEW,DRAFT_FOR_REVIEW B004-CEM-0004,TASK-NEWENERGY-POWER-EQUIPMENT-STORAGE-CONTENT-SPRINT-20260813-001,ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001,BATCH-004,RUN-ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001-BATCH-004-001,ana-data/cases/新能源案例/核心文档/子行业/17_储能电芯与直流侧系统_市场分析.md,node-17-market-metric-01,- 全国已投运新型储能装机功率:1.36 亿千瓦(2025-12-31;COMMISSIONED)。,DIRECT_FACT,EVF-B004-MKT-STO-001,S-B004-NEA-STORAGE-2025-PRESS,ana-data/cases/新能源案例/converted/official_industry_BATCH004/S-B004-NEA-STORAGE-2025-PRESS_BATCH004.txt,14,SUPPORT,全国公开口径;政策目标与已实现严格分账;不得外推单一公司份额或盈利。,DRAFT_FOR_CONSOLIDATED_INDEPENDENT_EXECUTION_OUTPUT_REVIEW,DRAFT_FOR_REVIEW B004-CEM-0005,TASK-NEWENERGY-POWER-EQUIPMENT-STORAGE-CONTENT-SPRINT-20260813-001,ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001,BATCH-004,RUN-ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001-BATCH-004-001,ana-data/cases/新能源案例/核心文档/子行业/17_储能电芯与直流侧系统_市场分析.md,node-17-market-metric-02,- 全国已投运新型储能能量容量:3.51 亿千瓦时(2025-12-31;COMMISSIONED)。,DIRECT_FACT,EVF-B004-MKT-STO-001,S-B004-NEA-STORAGE-2025-PRESS,ana-data/cases/新能源案例/converted/official_industry_BATCH004/S-B004-NEA-STORAGE-2025-PRESS_BATCH004.txt,14,SUPPORT,全国公开口径;政策目标与已实现严格分账;不得外推单一公司份额或盈利。,DRAFT_FOR_CONSOLIDATED_INDEPENDENT_EXECUTION_OUTPUT_REVIEW,DRAFT_FOR_REVIEW B004-CEM-0006,TASK-NEWENERGY-POWER-EQUIPMENT-STORAGE-CONTENT-SPRINT-20260813-001,ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001,BATCH-004,RUN-ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001-BATCH-004-001,ana-data/cases/新能源案例/核心文档/子行业/17_储能电芯与直流侧系统_市场分析.md,node-17-market-metric-03,- 全国新型储能平均时长:2.58 小时(2025-12-31;COMMISSIONED)。,DIRECT_FACT,EVF-B004-MKT-STO-001,S-B004-NEA-STORAGE-2025-PRESS,ana-data/cases/新能源案例/converted/official_industry_BATCH004/S-B004-NEA-STORAGE-2025-PRESS_BATCH004.txt,14,SUPPORT,全国公开口径;政策目标与已实现严格分账;不得外推单一公司份额或盈利。,DRAFT_FOR_CONSOLIDATED_INDEPENDENT_EXECUTION_OUTPUT_REVIEW,DRAFT_FOR_REVIEW B004-CEM-0007,TASK-NEWENERGY-POWER-EQUIPMENT-STORAGE-CONTENT-SPRINT-20260813-001,ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001,BATCH-004,RUN-ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001-BATCH-004-001,ana-data/cases/新能源案例/核心文档/子行业/17_储能电芯与直流侧系统_公司研究.md,node-17-company-b004-select-sto_cell_dc_system-01,- 直接事实:天合光能的2025年年度报告在第17页提供了其自身或并表业务与储能电芯与直流侧系统相关的直接产品、项目或运营语境。,DIRECT_FACT,EVF-B004-COMPANY-013,S-B004-AR-1225263857,ana-data/cases/新能源案例/converted/qualification_filings_BATCH004/1225263857_BATCH004.txt,PDF_PAGE 17,SUPPORT,仅证明已核验年报中的直接业务暴露,不证明收入占比、竞争优势、覆盖完整性或投资价值。,DRAFT_FOR_CONSOLIDATED_INDEPENDENT_EXECUTION_OUTPUT_REVIEW,DRAFT_FOR_REVIEW B004-CEM-0008,TASK-NEWENERGY-POWER-EQUIPMENT-STORAGE-CONTENT-SPRINT-20260813-001,ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001,BATCH-004,RUN-ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001-BATCH-004-001,ana-data/cases/新能源案例/核心文档/子行业/17_储能电芯与直流侧系统_公司研究.md,node-17-company-b004-select-sto_cell_dc_system-02,- 直接事实:ST南都的2025年年度报告在第24页提供了其自身或并表业务与储能电芯与直流侧系统相关的直接产品、项目或运营语境。,DIRECT_FACT,EVF-B004-COMPANY-014,S-B004-AR-1225251835,ana-data/cases/新能源案例/converted/qualification_filings_BATCH004/1225251835_BATCH004.txt,PDF_PAGE 24,SUPPORT,仅证明已核验年报中的直接业务暴露,不证明收入占比、竞争优势、覆盖完整性或投资价值。,DRAFT_FOR_CONSOLIDATED_INDEPENDENT_EXECUTION_OUTPUT_REVIEW,DRAFT_FOR_REVIEW B004-CEM-0009,TASK-NEWENERGY-POWER-EQUIPMENT-STORAGE-CONTENT-SPRINT-20260813-001,ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001,BATCH-004,RUN-ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001-BATCH-004-001,ana-data/cases/新能源案例/核心文档/子行业/17_储能电芯与直流侧系统_公司研究.md,node-17-company-b004-select-sto_cell_dc_system-03,- 直接事实:正泰电源的2025年年度报告在第15页提供了其自身或并表业务与储能电芯与直流侧系统相关的直接产品、项目或运营语境。,DIRECT_FACT,EVF-B004-COMPANY-015,S-B004-AR-1225098233,ana-data/cases/新能源案例/converted/qualification_filings_BATCH004/1225098233_BATCH004.txt,PDF_PAGE 15,SUPPORT,仅证明已核验年报中的直接业务暴露,不证明收入占比、竞争优势、覆盖完整性或投资价值。,DRAFT_FOR_CONSOLIDATED_INDEPENDENT_EXECUTION_OUTPUT_REVIEW,DRAFT_FOR_REVIEW B004-CEM-0010,TASK-NEWENERGY-POWER-EQUIPMENT-STORAGE-CONTENT-SPRINT-20260813-001,ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001,BATCH-004,RUN-ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001-BATCH-004-001,ana-data/cases/新能源案例/核心文档/子行业/18_储能变流器与能量管理_公司研究.md,node-18-company-b004-select-sto_pcs_ems_control-01,- 直接事实:昱能科技的2025年年度报告在第32页提供了其自身或并表业务与储能变流器与能量管理相关的直接产品、项目或运营语境。,DIRECT_FACT,EVF-B004-COMPANY-019,S-B004-AR-1225259857,ana-data/cases/新能源案例/converted/qualification_filings_BATCH004/1225259857_BATCH004.txt,PDF_PAGE 32,SUPPORT,仅证明已核验年报中的直接业务暴露,不证明收入占比、竞争优势、覆盖完整性或投资价值。,DRAFT_FOR_CONSOLIDATED_INDEPENDENT_EXECUTION_OUTPUT_REVIEW,DRAFT_FOR_REVIEW B004-CEM-0011,TASK-NEWENERGY-POWER-EQUIPMENT-STORAGE-CONTENT-SPRINT-20260813-001,ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001,BATCH-004,RUN-ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001-BATCH-004-001,ana-data/cases/新能源案例/核心文档/子行业/18_储能变流器与能量管理_公司研究.md,node-18-company-b004-select-sto_pcs_ems_control-02,- 直接事实:上能电气的2025年年度报告在第13页提供了其自身或并表业务与储能变流器与能量管理相关的直接产品、项目或运营语境。,DIRECT_FACT,EVF-B004-COMPANY-020,S-B004-AR-1225169447,ana-data/cases/新能源案例/converted/qualification_filings_BATCH004/1225169447_BATCH004.txt,PDF_PAGE 13,SUPPORT,仅证明已核验年报中的直接业务暴露,不证明收入占比、竞争优势、覆盖完整性或投资价值。,DRAFT_FOR_CONSOLIDATED_INDEPENDENT_EXECUTION_OUTPUT_REVIEW,DRAFT_FOR_REVIEW B004-CEM-0012,TASK-NEWENERGY-POWER-EQUIPMENT-STORAGE-CONTENT-SPRINT-20260813-001,ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001,BATCH-004,RUN-ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001-BATCH-004-001,ana-data/cases/新能源案例/核心文档/子行业/18_储能变流器与能量管理_公司研究.md,node-18-company-b004-select-sto_pcs_ems_control-03,- 直接事实:智光电气的2025年年度报告在第13页提供了其自身或并表业务与储能变流器与能量管理相关的直接产品、项目或运营语境。,DIRECT_FACT,EVF-B004-COMPANY-021,S-B004-AR-1225103142,ana-data/cases/新能源案例/converted/qualification_filings_BATCH004/1225103142_BATCH004.txt,PDF_PAGE 13,SUPPORT,仅证明已核验年报中的直接业务暴露,不证明收入占比、竞争优势、覆盖完整性或投资价值。,DRAFT_FOR_CONSOLIDATED_INDEPENDENT_EXECUTION_OUTPUT_REVIEW,DRAFT_FOR_REVIEW B004-CEM-0013,TASK-NEWENERGY-POWER-EQUIPMENT-STORAGE-CONTENT-SPRINT-20260813-001,ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001,BATCH-004,RUN-ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001-BATCH-004-001,ana-data/cases/新能源案例/核心文档/子行业/19_储能系统集成与热消防安全_总览.md,node-19-overview-metric-01,- 4小时及以上项目装机占比:27.6 %(2025-12-31,COMMISSIONED_STRUCTURE)。,DIRECT_FACT,EVF-B004-MKT-STO-002,S-B004-NEA-STORAGE-2025-PRESS,ana-data/cases/新能源案例/converted/official_industry_BATCH004/S-B004-NEA-STORAGE-2025-PRESS_BATCH004.txt,17,SUPPORT,全国公开口径;政策目标与已实现严格分账;不得外推单一公司份额或盈利。,DRAFT_FOR_CONSOLIDATED_INDEPENDENT_EXECUTION_OUTPUT_REVIEW,DRAFT_FOR_REVIEW B004-CEM-0014,TASK-NEWENERGY-POWER-EQUIPMENT-STORAGE-CONTENT-SPRINT-20260813-001,ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001,BATCH-004,RUN-ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001-BATCH-004-001,ana-data/cases/新能源案例/核心文档/子行业/19_储能系统集成与热消防安全_市场分析.md,node-19-market-metric-01,- 4小时及以上项目装机占比:27.6 %(2025-12-31;COMMISSIONED_STRUCTURE)。,DIRECT_FACT,EVF-B004-MKT-STO-002,S-B004-NEA-STORAGE-2025-PRESS,ana-data/cases/新能源案例/converted/official_industry_BATCH004/S-B004-NEA-STORAGE-2025-PRESS_BATCH004.txt,17,SUPPORT,全国公开口径;政策目标与已实现严格分账;不得外推单一公司份额或盈利。,DRAFT_FOR_CONSOLIDATED_INDEPENDENT_EXECUTION_OUTPUT_REVIEW,DRAFT_FOR_REVIEW B004-CEM-0015,TASK-NEWENERGY-POWER-EQUIPMENT-STORAGE-CONTENT-SPRINT-20260813-001,ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001,BATCH-004,RUN-ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001-BATCH-004-001,ana-data/cases/新能源案例/核心文档/子行业/19_储能系统集成与热消防安全_公司研究.md,node-19-company-b004-select-sto_integration_thermal_safety-01,- 直接事实:海博思创的2025年年度报告在第36页提供了其自身或并表业务与储能系统集成与热消防安全相关的直接产品、项目或运营语境。,DIRECT_FACT,EVF-B004-COMPANY-016,S-B004-AR-1225243730,ana-data/cases/新能源案例/converted/qualification_filings_BATCH004/1225243730_BATCH004.txt,PDF_PAGE 36,SUPPORT,仅证明已核验年报中的直接业务暴露,不证明收入占比、竞争优势、覆盖完整性或投资价值。,DRAFT_FOR_CONSOLIDATED_INDEPENDENT_EXECUTION_OUTPUT_REVIEW,DRAFT_FOR_REVIEW B004-CEM-0016,TASK-NEWENERGY-POWER-EQUIPMENT-STORAGE-CONTENT-SPRINT-20260813-001,ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001,BATCH-004,RUN-ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001-BATCH-004-001,ana-data/cases/新能源案例/核心文档/子行业/19_储能系统集成与热消防安全_公司研究.md,node-19-company-b004-select-sto_integration_thermal_safety-02,- 直接事实:奥特佳的2025年年度报告在第17页提供了其自身或并表业务与储能系统集成与热消防安全相关的直接产品、项目或运营语境。,DIRECT_FACT,EVF-B004-COMPANY-017,S-B004-AR-1225212308,ana-data/cases/新能源案例/converted/qualification_filings_BATCH004/1225212308_BATCH004.txt,PDF_PAGE 17,SUPPORT,仅证明已核验年报中的直接业务暴露,不证明收入占比、竞争优势、覆盖完整性或投资价值。,DRAFT_FOR_CONSOLIDATED_INDEPENDENT_EXECUTION_OUTPUT_REVIEW,DRAFT_FOR_REVIEW B004-CEM-0017,TASK-NEWENERGY-POWER-EQUIPMENT-STORAGE-CONTENT-SPRINT-20260813-001,ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001,BATCH-004,RUN-ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001-BATCH-004-001,ana-data/cases/新能源案例/核心文档/子行业/19_储能系统集成与热消防安全_公司研究.md,node-19-company-b004-select-sto_integration_thermal_safety-03,- 直接事实:国安达的2025年年度报告在第16页提供了其自身或并表业务与储能系统集成与热消防安全相关的直接产品、项目或运营语境。,DIRECT_FACT,EVF-B004-COMPANY-018,S-B004-AR-1225213446,ana-data/cases/新能源案例/converted/qualification_filings_BATCH004/1225213446_BATCH004.txt,PDF_PAGE 16,SUPPORT,仅证明已核验年报中的直接业务暴露,不证明收入占比、竞争优势、覆盖完整性或投资价值。,DRAFT_FOR_CONSOLIDATED_INDEPENDENT_EXECUTION_OUTPUT_REVIEW,DRAFT_FOR_REVIEW B004-CEM-0018,TASK-NEWENERGY-POWER-EQUIPMENT-STORAGE-CONTENT-SPRINT-20260813-001,ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001,BATCH-004,RUN-ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001-BATCH-004-001,ana-data/cases/新能源案例/核心文档/子行业/20_储能电站建设运营与市场机制_总览.md,node-20-overview-metric-01,- 独立储能累计装机占比:51.2 %(2025-12-31,COMMISSIONED_STRUCTURE)。,DIRECT_FACT,EVF-B004-MKT-STO-003,S-B004-NEA-STORAGE-2025-PRESS,ana-data/cases/新能源案例/converted/official_industry_BATCH004/S-B004-NEA-STORAGE-2025-PRESS_BATCH004.txt,17,SUPPORT,全国公开口径;政策目标与已实现严格分账;不得外推单一公司份额或盈利。,DRAFT_FOR_CONSOLIDATED_INDEPENDENT_EXECUTION_OUTPUT_REVIEW,DRAFT_FOR_REVIEW B004-CEM-0019,TASK-NEWENERGY-POWER-EQUIPMENT-STORAGE-CONTENT-SPRINT-20260813-001,ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001,BATCH-004,RUN-ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001-BATCH-004-001,ana-data/cases/新能源案例/核心文档/子行业/20_储能电站建设运营与市场机制_总览.md,node-20-overview-metric-02,- 全国新型储能等效利用小时:1195 小时(2025,PRELIMINARY_UTILIZATION)。,DIRECT_FACT,EVF-B004-MKT-STO-004,S-B004-NEA-STORAGE-2025-PRESS,ana-data/cases/新能源案例/converted/official_industry_BATCH004/S-B004-NEA-STORAGE-2025-PRESS_BATCH004.txt,18,SUPPORT,全国公开口径;政策目标与已实现严格分账;不得外推单一公司份额或盈利。,DRAFT_FOR_CONSOLIDATED_INDEPENDENT_EXECUTION_OUTPUT_REVIEW,DRAFT_FOR_REVIEW B004-CEM-0020,TASK-NEWENERGY-POWER-EQUIPMENT-STORAGE-CONTENT-SPRINT-20260813-001,ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001,BATCH-004,RUN-ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001-BATCH-004-001,ana-data/cases/新能源案例/核心文档/子行业/20_储能电站建设运营与市场机制_市场分析.md,node-20-market-metric-01,- 独立储能累计装机占比:51.2 %(2025-12-31;COMMISSIONED_STRUCTURE)。,DIRECT_FACT,EVF-B004-MKT-STO-003,S-B004-NEA-STORAGE-2025-PRESS,ana-data/cases/新能源案例/converted/official_industry_BATCH004/S-B004-NEA-STORAGE-2025-PRESS_BATCH004.txt,17,SUPPORT,全国公开口径;政策目标与已实现严格分账;不得外推单一公司份额或盈利。,DRAFT_FOR_CONSOLIDATED_INDEPENDENT_EXECUTION_OUTPUT_REVIEW,DRAFT_FOR_REVIEW B004-CEM-0021,TASK-NEWENERGY-POWER-EQUIPMENT-STORAGE-CONTENT-SPRINT-20260813-001,ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001,BATCH-004,RUN-ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001-BATCH-004-001,ana-data/cases/新能源案例/核心文档/子行业/20_储能电站建设运营与市场机制_市场分析.md,node-20-market-metric-02,- 全国新型储能等效利用小时:1195 小时(2025;PRELIMINARY_UTILIZATION)。,DIRECT_FACT,EVF-B004-MKT-STO-004,S-B004-NEA-STORAGE-2025-PRESS,ana-data/cases/新能源案例/converted/official_industry_BATCH004/S-B004-NEA-STORAGE-2025-PRESS_BATCH004.txt,18,SUPPORT,全国公开口径;政策目标与已实现严格分账;不得外推单一公司份额或盈利。,DRAFT_FOR_CONSOLIDATED_INDEPENDENT_EXECUTION_OUTPUT_REVIEW,DRAFT_FOR_REVIEW B004-CEM-0022,TASK-NEWENERGY-POWER-EQUIPMENT-STORAGE-CONTENT-SPRINT-20260813-001,ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001,BATCH-004,RUN-ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001-BATCH-004-001,ana-data/cases/新能源案例/核心文档/子行业/20_储能电站建设运营与市场机制_公司研究.md,node-20-company-b004-select-sto_project_operation_market-01,- 直接事实:林洋能源的2025年年度报告在第18页提供了其自身或并表业务与储能电站建设运营与市场机制相关的直接产品、项目或运营语境。,DIRECT_FACT,EVF-B004-COMPANY-022,S-B004-AR-1225262743,ana-data/cases/新能源案例/converted/qualification_filings_BATCH004/1225262743_BATCH004.txt,PDF_PAGE 18,SUPPORT,仅证明已核验年报中的直接业务暴露,不证明收入占比、竞争优势、覆盖完整性或投资价值。,DRAFT_FOR_CONSOLIDATED_INDEPENDENT_EXECUTION_OUTPUT_REVIEW,DRAFT_FOR_REVIEW B004-CEM-0023,TASK-NEWENERGY-POWER-EQUIPMENT-STORAGE-CONTENT-SPRINT-20260813-001,ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001,BATCH-004,RUN-ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001-BATCH-004-001,ana-data/cases/新能源案例/核心文档/子行业/20_储能电站建设运营与市场机制_公司研究.md,node-20-company-b004-select-sto_project_operation_market-02,- 直接事实:中国核电的2025年年度报告在第48页提供了其自身或并表业务与储能电站建设运营与市场机制相关的直接产品、项目或运营语境。,DIRECT_FACT,EVF-B004-COMPANY-023,S-B004-AR-1225257680,ana-data/cases/新能源案例/converted/qualification_filings_BATCH004/1225257680_BATCH004.txt,PDF_PAGE 48,SUPPORT,仅证明已核验年报中的直接业务暴露,不证明收入占比、竞争优势、覆盖完整性或投资价值。,DRAFT_FOR_CONSOLIDATED_INDEPENDENT_EXECUTION_OUTPUT_REVIEW,DRAFT_FOR_REVIEW B004-CEM-0024,TASK-NEWENERGY-POWER-EQUIPMENT-STORAGE-CONTENT-SPRINT-20260813-001,ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001,BATCH-004,RUN-ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001-BATCH-004-001,ana-data/cases/新能源案例/核心文档/子行业/20_储能电站建设运营与市场机制_公司研究.md,node-20-company-b004-select-sto_project_operation_market-03,- 直接事实:晶科科技的2025年年度报告在第14页提供了其自身或并表业务与储能电站建设运营与市场机制相关的直接产品、项目或运营语境。,DIRECT_FACT,EVF-B004-COMPANY-024,S-B004-AR-1225246612,ana-data/cases/新能源案例/converted/qualification_filings_BATCH004/1225246612_BATCH004.txt,PDF_PAGE 14,SUPPORT,仅证明已核验年报中的直接业务暴露,不证明收入占比、竞争优势、覆盖完整性或投资价值。,DRAFT_FOR_CONSOLIDATED_INDEPENDENT_EXECUTION_OUTPUT_REVIEW,DRAFT_FOR_REVIEW B004-CEM-0025,TASK-NEWENERGY-POWER-EQUIPMENT-STORAGE-CONTENT-SPRINT-20260813-001,ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001,BATCH-004,RUN-ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001-BATCH-004-001,ana-data/cases/新能源案例/核心文档/子行业/21_输变配电一次设备_公司研究.md,node-21-company-b004-select-pwr_primary_equipment-01,- 直接事实:思源电气的2025年年度报告在第84页提供了其自身或并表业务与输变配电一次设备相关的直接产品、项目或运营语境。,DIRECT_FACT,EVF-B004-COMPANY-007,S-B004-AR-1225117829,ana-data/cases/新能源案例/converted/qualification_filings_BATCH004/1225117829_BATCH004.txt,PDF_PAGE 84,SUPPORT,仅证明已核验年报中的直接业务暴露,不证明收入占比、竞争优势、覆盖完整性或投资价值。,DRAFT_FOR_CONSOLIDATED_INDEPENDENT_EXECUTION_OUTPUT_REVIEW,DRAFT_FOR_REVIEW B004-CEM-0026,TASK-NEWENERGY-POWER-EQUIPMENT-STORAGE-CONTENT-SPRINT-20260813-001,ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001,BATCH-004,RUN-ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001-BATCH-004-001,ana-data/cases/新能源案例/核心文档/子行业/21_输变配电一次设备_公司研究.md,node-21-company-b004-select-pwr_primary_equipment-02,- 直接事实:特变电工的2025年年度报告在第12页提供了其自身或并表业务与输变配电一次设备相关的直接产品、项目或运营语境。,DIRECT_FACT,EVF-B004-COMPANY-008,S-B004-AR-1225105816,ana-data/cases/新能源案例/converted/qualification_filings_BATCH004/1225105816_BATCH004.txt,PDF_PAGE 12,SUPPORT,仅证明已核验年报中的直接业务暴露,不证明收入占比、竞争优势、覆盖完整性或投资价值。,DRAFT_FOR_CONSOLIDATED_INDEPENDENT_EXECUTION_OUTPUT_REVIEW,DRAFT_FOR_REVIEW B004-CEM-0027,TASK-NEWENERGY-POWER-EQUIPMENT-STORAGE-CONTENT-SPRINT-20260813-001,ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001,BATCH-004,RUN-ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001-BATCH-004-001,ana-data/cases/新能源案例/核心文档/子行业/21_输变配电一次设备_公司研究.md,node-21-company-b004-select-pwr_primary_equipment-03,- 直接事实:中国西电的2025年年度报告在第15页提供了其自身或并表业务与输变配电一次设备相关的直接产品、项目或运营语境。,DIRECT_FACT,EVF-B004-COMPANY-009,S-B004-AR-1225094842,ana-data/cases/新能源案例/converted/qualification_filings_BATCH004/1225094842_BATCH004.txt,PDF_PAGE 15,SUPPORT,仅证明已核验年报中的直接业务暴露,不证明收入占比、竞争优势、覆盖完整性或投资价值。,DRAFT_FOR_CONSOLIDATED_INDEPENDENT_EXECUTION_OUTPUT_REVIEW,DRAFT_FOR_REVIEW B004-CEM-0028,TASK-NEWENERGY-POWER-EQUIPMENT-STORAGE-CONTENT-SPRINT-20260813-001,ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001,BATCH-004,RUN-ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001-BATCH-004-001,ana-data/cases/新能源案例/核心文档/子行业/22_二次设备与保护自动化_公司研究.md,node-22-company-b004-select-pwr_secondary_automation-01,- 直接事实:国电南瑞的2025年年度报告在第18页提供了其自身或并表业务与二次设备与保护自动化相关的直接产品、项目或运营语境。,DIRECT_FACT,EVF-B004-COMPANY-010,S-B004-AR-1225257886,ana-data/cases/新能源案例/converted/qualification_filings_BATCH004/1225257886_BATCH004.txt,PDF_PAGE 18,SUPPORT,仅证明已核验年报中的直接业务暴露,不证明收入占比、竞争优势、覆盖完整性或投资价值。,DRAFT_FOR_CONSOLIDATED_INDEPENDENT_EXECUTION_OUTPUT_REVIEW,DRAFT_FOR_REVIEW B004-CEM-0029,TASK-NEWENERGY-POWER-EQUIPMENT-STORAGE-CONTENT-SPRINT-20260813-001,ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001,BATCH-004,RUN-ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001-BATCH-004-001,ana-data/cases/新能源案例/核心文档/子行业/22_二次设备与保护自动化_公司研究.md,node-22-company-b004-select-pwr_secondary_automation-02,- 直接事实:ST长园的2025年年度报告在第42页提供了其自身或并表业务与二次设备与保护自动化相关的直接产品、项目或运营语境。,DIRECT_FACT,EVF-B004-COMPANY-011,S-B004-AR-1225244909,ana-data/cases/新能源案例/converted/qualification_filings_BATCH004/1225244909_BATCH004.txt,PDF_PAGE 42,SUPPORT,仅证明已核验年报中的直接业务暴露,不证明收入占比、竞争优势、覆盖完整性或投资价值。,DRAFT_FOR_CONSOLIDATED_INDEPENDENT_EXECUTION_OUTPUT_REVIEW,DRAFT_FOR_REVIEW B004-CEM-0030,TASK-NEWENERGY-POWER-EQUIPMENT-STORAGE-CONTENT-SPRINT-20260813-001,ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001,BATCH-004,RUN-ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001-BATCH-004-001,ana-data/cases/新能源案例/核心文档/子行业/22_二次设备与保护自动化_公司研究.md,node-22-company-b004-select-pwr_secondary_automation-03,- 直接事实:东方电子的2025年年度报告在第41页提供了其自身或并表业务与二次设备与保护自动化相关的直接产品、项目或运营语境。,DIRECT_FACT,EVF-B004-COMPANY-012,S-B004-AR-1225161855,ana-data/cases/新能源案例/converted/qualification_filings_BATCH004/1225161855_BATCH004.txt,PDF_PAGE 41,SUPPORT,仅证明已核验年报中的直接业务暴露,不证明收入占比、竞争优势、覆盖完整性或投资价值。,DRAFT_FOR_CONSOLIDATED_INDEPENDENT_EXECUTION_OUTPUT_REVIEW,DRAFT_FOR_REVIEW B004-CEM-0031,TASK-NEWENERGY-POWER-EQUIPMENT-STORAGE-CONTENT-SPRINT-20260813-001,ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001,BATCH-004,RUN-ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001-BATCH-004-001,ana-data/cases/新能源案例/核心文档/子行业/23_电力电子与柔性直流_公司研究.md,node-23-company-b004-select-pwr_power_electronics_flex_dc-01,- 直接事实:特变电工的2025年年度报告在第12页提供了其自身或并表业务与电力电子与柔性直流相关的直接产品、项目或运营语境。,DIRECT_FACT,EVF-B004-COMPANY-004,S-B004-AR-1225105816,ana-data/cases/新能源案例/converted/qualification_filings_BATCH004/1225105816_BATCH004.txt,PDF_PAGE 12,SUPPORT,仅证明已核验年报中的直接业务暴露,不证明收入占比、竞争优势、覆盖完整性或投资价值。,DRAFT_FOR_CONSOLIDATED_INDEPENDENT_EXECUTION_OUTPUT_REVIEW,DRAFT_FOR_REVIEW B004-CEM-0032,TASK-NEWENERGY-POWER-EQUIPMENT-STORAGE-CONTENT-SPRINT-20260813-001,ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001,BATCH-004,RUN-ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001-BATCH-004-001,ana-data/cases/新能源案例/核心文档/子行业/23_电力电子与柔性直流_公司研究.md,node-23-company-b004-select-pwr_power_electronics_flex_dc-02,- 直接事实:许继电气的2025年年度报告在第16页提供了其自身或并表业务与电力电子与柔性直流相关的直接产品、项目或运营语境。,DIRECT_FACT,EVF-B004-COMPANY-005,S-B004-AR-1225096177,ana-data/cases/新能源案例/converted/qualification_filings_BATCH004/1225096177_BATCH004.txt,PDF_PAGE 16,SUPPORT,仅证明已核验年报中的直接业务暴露,不证明收入占比、竞争优势、覆盖完整性或投资价值。,DRAFT_FOR_CONSOLIDATED_INDEPENDENT_EXECUTION_OUTPUT_REVIEW,DRAFT_FOR_REVIEW B004-CEM-0033,TASK-NEWENERGY-POWER-EQUIPMENT-STORAGE-CONTENT-SPRINT-20260813-001,ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001,BATCH-004,RUN-ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001-BATCH-004-001,ana-data/cases/新能源案例/核心文档/子行业/23_电力电子与柔性直流_公司研究.md,node-23-company-b004-select-pwr_power_electronics_flex_dc-03,- 直接事实:国电南自的2025年年度报告在第16页提供了其自身或并表业务与电力电子与柔性直流相关的直接产品、项目或运营语境。,DIRECT_FACT,EVF-B004-COMPANY-006,S-B004-AR-1225034202,ana-data/cases/新能源案例/converted/qualification_filings_BATCH004/1225034202_BATCH004.txt,PDF_PAGE 16,SUPPORT,仅证明已核验年报中的直接业务暴露,不证明收入占比、竞争优势、覆盖完整性或投资价值。,DRAFT_FOR_CONSOLIDATED_INDEPENDENT_EXECUTION_OUTPUT_REVIEW,DRAFT_FOR_REVIEW B004-CEM-0034,TASK-NEWENERGY-POWER-EQUIPMENT-STORAGE-CONTENT-SPRINT-20260813-001,ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001,BATCH-004,RUN-ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001-BATCH-004-001,ana-data/cases/新能源案例/核心文档/子行业/24_智能配电网与微网数字化_总览.md,node-24-overview-metric-01,- 2030年接纳分布式新能源能力政策目标:9 亿千瓦(2030,POLICY_TARGET_NOT_REALIZED)。,DIRECT_FACT,EVF-B004-POL-PWR-001,S-B004-NEA-GRID-HIGH-QUALITY-2025,ana-data/cases/新能源案例/converted/official_industry_BATCH004/S-B004-NEA-GRID-HIGH-QUALITY-2025_BATCH004.txt,HTML_LINE 20-26,SUPPORT,全国公开口径;政策目标与已实现严格分账;不得外推单一公司份额或盈利。,DRAFT_FOR_CONSOLIDATED_INDEPENDENT_EXECUTION_OUTPUT_REVIEW,DRAFT_FOR_REVIEW B004-CEM-0035,TASK-NEWENERGY-POWER-EQUIPMENT-STORAGE-CONTENT-SPRINT-20260813-001,ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001,BATCH-004,RUN-ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001-BATCH-004-001,ana-data/cases/新能源案例/核心文档/子行业/24_智能配电网与微网数字化_市场分析.md,node-24-market-metric-01,- 2030年接纳分布式新能源能力政策目标:9 亿千瓦(2030;POLICY_TARGET_NOT_REALIZED)。,DIRECT_FACT,EVF-B004-POL-PWR-001,S-B004-NEA-GRID-HIGH-QUALITY-2025,ana-data/cases/新能源案例/converted/official_industry_BATCH004/S-B004-NEA-GRID-HIGH-QUALITY-2025_BATCH004.txt,HTML_LINE 20-26,SUPPORT,全国公开口径;政策目标与已实现严格分账;不得外推单一公司份额或盈利。,DRAFT_FOR_CONSOLIDATED_INDEPENDENT_EXECUTION_OUTPUT_REVIEW,DRAFT_FOR_REVIEW B004-CEM-0036,TASK-NEWENERGY-POWER-EQUIPMENT-STORAGE-CONTENT-SPRINT-20260813-001,ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001,BATCH-004,RUN-ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001-BATCH-004-001,ana-data/cases/新能源案例/核心文档/子行业/24_智能配电网与微网数字化_公司研究.md,node-24-company-b004-select-pwr_distribution_digital_microgrid-01,- 直接事实:林洋能源的2025年年度报告在第16页提供了其自身或并表业务与智能配电网与微网数字化相关的直接产品、项目或运营语境。,DIRECT_FACT,EVF-B004-COMPANY-001,S-B004-AR-1225262743,ana-data/cases/新能源案例/converted/qualification_filings_BATCH004/1225262743_BATCH004.txt,PDF_PAGE 16,SUPPORT,仅证明已核验年报中的直接业务暴露,不证明收入占比、竞争优势、覆盖完整性或投资价值。,DRAFT_FOR_CONSOLIDATED_INDEPENDENT_EXECUTION_OUTPUT_REVIEW,DRAFT_FOR_REVIEW B004-CEM-0037,TASK-NEWENERGY-POWER-EQUIPMENT-STORAGE-CONTENT-SPRINT-20260813-001,ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001,BATCH-004,RUN-ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001-BATCH-004-001,ana-data/cases/新能源案例/核心文档/子行业/24_智能配电网与微网数字化_公司研究.md,node-24-company-b004-select-pwr_distribution_digital_microgrid-02,- 直接事实:宏力达的2025年年度报告在第23页提供了其自身或并表业务与智能配电网与微网数字化相关的直接产品、项目或运营语境。,DIRECT_FACT,EVF-B004-COMPANY-002,S-B004-AR-1225149657,ana-data/cases/新能源案例/converted/qualification_filings_BATCH004/1225149657_BATCH004.txt,PDF_PAGE 23,SUPPORT,仅证明已核验年报中的直接业务暴露,不证明收入占比、竞争优势、覆盖完整性或投资价值。,DRAFT_FOR_CONSOLIDATED_INDEPENDENT_EXECUTION_OUTPUT_REVIEW,DRAFT_FOR_REVIEW B004-CEM-0038,TASK-NEWENERGY-POWER-EQUIPMENT-STORAGE-CONTENT-SPRINT-20260813-001,ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001,BATCH-004,RUN-ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001-BATCH-004-001,ana-data/cases/新能源案例/核心文档/子行业/24_智能配电网与微网数字化_公司研究.md,node-24-company-b004-select-pwr_distribution_digital_microgrid-03,- 直接事实:许继电气的2025年年度报告在第16页提供了其自身或并表业务与智能配电网与微网数字化相关的直接产品、项目或运营语境。,DIRECT_FACT,EVF-B004-COMPANY-003,S-B004-AR-1225096177,ana-data/cases/新能源案例/converted/qualification_filings_BATCH004/1225096177_BATCH004.txt,PDF_PAGE 16,SUPPORT,仅证明已核验年报中的直接业务暴露,不证明收入占比、竞争优势、覆盖完整性或投资价值。,DRAFT_FOR_CONSOLIDATED_INDEPENDENT_EXECUTION_OUTPUT_REVIEW,DRAFT_FOR_REVIEW B004-CEM-0039,TASK-NEWENERGY-POWER-EQUIPMENT-STORAGE-CONTENT-SPRINT-20260813-001,ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001,BATCH-004,RUN-ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001-BATCH-004-001,ana-data/cases/新能源案例/核心文档/公司/许继电气.md,company-b004-b004-select-pwr_distribution_digital_microgrid-03,- 直接事实:许继电气的2025年年度报告在第16页提供了其自身或并表业务与智能配电网与微网数字化相关的直接产品、项目或运营语境。,DIRECT_FACT,EVF-B004-COMPANY-003,S-B004-AR-1225096177,ana-data/cases/新能源案例/converted/qualification_filings_BATCH004/1225096177_BATCH004.txt,PDF_PAGE 16,SUPPORT,仅证明已核验年报中的直接业务暴露,不证明收入占比、竞争优势、覆盖完整性或投资价值。,DRAFT_FOR_CONSOLIDATED_INDEPENDENT_EXECUTION_OUTPUT_REVIEW,DRAFT_FOR_REVIEW B004-CEM-0040,TASK-NEWENERGY-POWER-EQUIPMENT-STORAGE-CONTENT-SPRINT-20260813-001,ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001,BATCH-004,RUN-ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001-BATCH-004-001,ana-data/cases/新能源案例/核心文档/公司/许继电气.md,company-b004-b004-select-pwr_power_electronics_flex_dc-02,- 直接事实:许继电气的2025年年度报告在第16页提供了其自身或并表业务与电力电子与柔性直流相关的直接产品、项目或运营语境。,DIRECT_FACT,EVF-B004-COMPANY-005,S-B004-AR-1225096177,ana-data/cases/新能源案例/converted/qualification_filings_BATCH004/1225096177_BATCH004.txt,PDF_PAGE 16,SUPPORT,仅证明已核验年报中的直接业务暴露,不证明收入占比、竞争优势、覆盖完整性或投资价值。,DRAFT_FOR_CONSOLIDATED_INDEPENDENT_EXECUTION_OUTPUT_REVIEW,DRAFT_FOR_REVIEW B004-CEM-0041,TASK-NEWENERGY-POWER-EQUIPMENT-STORAGE-CONTENT-SPRINT-20260813-001,ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001,BATCH-004,RUN-ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001-BATCH-004-001,ana-data/cases/新能源案例/核心文档/公司/东方电子.md,company-b004-b004-select-pwr_secondary_automation-03,- 直接事实:东方电子的2025年年度报告在第41页提供了其自身或并表业务与二次设备与保护自动化相关的直接产品、项目或运营语境。,DIRECT_FACT,EVF-B004-COMPANY-012,S-B004-AR-1225161855,ana-data/cases/新能源案例/converted/qualification_filings_BATCH004/1225161855_BATCH004.txt,PDF_PAGE 41,SUPPORT,仅证明已核验年报中的直接业务暴露,不证明收入占比、竞争优势、覆盖完整性或投资价值。,DRAFT_FOR_CONSOLIDATED_INDEPENDENT_EXECUTION_OUTPUT_REVIEW,DRAFT_FOR_REVIEW B004-CEM-0042,TASK-NEWENERGY-POWER-EQUIPMENT-STORAGE-CONTENT-SPRINT-20260813-001,ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001,BATCH-004,RUN-ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001-BATCH-004-001,ana-data/cases/新能源案例/核心文档/公司/思源电气.md,company-b004-b004-select-pwr_primary_equipment-01,- 直接事实:思源电气的2025年年度报告在第84页提供了其自身或并表业务与输变配电一次设备相关的直接产品、项目或运营语境。,DIRECT_FACT,EVF-B004-COMPANY-007,S-B004-AR-1225117829,ana-data/cases/新能源案例/converted/qualification_filings_BATCH004/1225117829_BATCH004.txt,PDF_PAGE 84,SUPPORT,仅证明已核验年报中的直接业务暴露,不证明收入占比、竞争优势、覆盖完整性或投资价值。,DRAFT_FOR_CONSOLIDATED_INDEPENDENT_EXECUTION_OUTPUT_REVIEW,DRAFT_FOR_REVIEW B004-CEM-0043,TASK-NEWENERGY-POWER-EQUIPMENT-STORAGE-CONTENT-SPRINT-20260813-001,ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001,BATCH-004,RUN-ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001-BATCH-004-001,ana-data/cases/新能源案例/核心文档/公司/正泰电源.md,company-b004-b004-select-sto_cell_dc_system-03,- 直接事实:正泰电源的2025年年度报告在第15页提供了其自身或并表业务与储能电芯与直流侧系统相关的直接产品、项目或运营语境。,DIRECT_FACT,EVF-B004-COMPANY-015,S-B004-AR-1225098233,ana-data/cases/新能源案例/converted/qualification_filings_BATCH004/1225098233_BATCH004.txt,PDF_PAGE 15,SUPPORT,仅证明已核验年报中的直接业务暴露,不证明收入占比、竞争优势、覆盖完整性或投资价值。,DRAFT_FOR_CONSOLIDATED_INDEPENDENT_EXECUTION_OUTPUT_REVIEW,DRAFT_FOR_REVIEW B004-CEM-0044,TASK-NEWENERGY-POWER-EQUIPMENT-STORAGE-CONTENT-SPRINT-20260813-001,ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001,BATCH-004,RUN-ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001-BATCH-004-001,ana-data/cases/新能源案例/核心文档/公司/智光电气.md,company-b004-b004-select-sto_pcs_ems_control-03,- 直接事实:智光电气的2025年年度报告在第13页提供了其自身或并表业务与储能变流器与能量管理相关的直接产品、项目或运营语境。,DIRECT_FACT,EVF-B004-COMPANY-021,S-B004-AR-1225103142,ana-data/cases/新能源案例/converted/qualification_filings_BATCH004/1225103142_BATCH004.txt,PDF_PAGE 13,SUPPORT,仅证明已核验年报中的直接业务暴露,不证明收入占比、竞争优势、覆盖完整性或投资价值。,DRAFT_FOR_CONSOLIDATED_INDEPENDENT_EXECUTION_OUTPUT_REVIEW,DRAFT_FOR_REVIEW B004-CEM-0045,TASK-NEWENERGY-POWER-EQUIPMENT-STORAGE-CONTENT-SPRINT-20260813-001,ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001,BATCH-004,RUN-ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001-BATCH-004-001,ana-data/cases/新能源案例/核心文档/公司/奥特佳.md,company-b004-b004-select-sto_integration_thermal_safety-02,- 直接事实:奥特佳的2025年年度报告在第17页提供了其自身或并表业务与储能系统集成与热消防安全相关的直接产品、项目或运营语境。,DIRECT_FACT,EVF-B004-COMPANY-017,S-B004-AR-1225212308,ana-data/cases/新能源案例/converted/qualification_filings_BATCH004/1225212308_BATCH004.txt,PDF_PAGE 17,SUPPORT,仅证明已核验年报中的直接业务暴露,不证明收入占比、竞争优势、覆盖完整性或投资价值。,DRAFT_FOR_CONSOLIDATED_INDEPENDENT_EXECUTION_OUTPUT_REVIEW,DRAFT_FOR_REVIEW B004-CEM-0046,TASK-NEWENERGY-POWER-EQUIPMENT-STORAGE-CONTENT-SPRINT-20260813-001,ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001,BATCH-004,RUN-ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001-BATCH-004-001,ana-data/cases/新能源案例/核心文档/公司/ST南都.md,company-b004-b004-select-sto_cell_dc_system-02,- 直接事实:ST南都的2025年年度报告在第24页提供了其自身或并表业务与储能电芯与直流侧系统相关的直接产品、项目或运营语境。,DIRECT_FACT,EVF-B004-COMPANY-014,S-B004-AR-1225251835,ana-data/cases/新能源案例/converted/qualification_filings_BATCH004/1225251835_BATCH004.txt,PDF_PAGE 24,SUPPORT,仅证明已核验年报中的直接业务暴露,不证明收入占比、竞争优势、覆盖完整性或投资价值。,DRAFT_FOR_CONSOLIDATED_INDEPENDENT_EXECUTION_OUTPUT_REVIEW,DRAFT_FOR_REVIEW B004-CEM-0047,TASK-NEWENERGY-POWER-EQUIPMENT-STORAGE-CONTENT-SPRINT-20260813-001,ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001,BATCH-004,RUN-ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001-BATCH-004-001,ana-data/cases/新能源案例/核心文档/公司/上能电气.md,company-b004-b004-select-sto_pcs_ems_control-02,- 直接事实:上能电气的2025年年度报告在第13页提供了其自身或并表业务与储能变流器与能量管理相关的直接产品、项目或运营语境。,DIRECT_FACT,EVF-B004-COMPANY-020,S-B004-AR-1225169447,ana-data/cases/新能源案例/converted/qualification_filings_BATCH004/1225169447_BATCH004.txt,PDF_PAGE 13,SUPPORT,仅证明已核验年报中的直接业务暴露,不证明收入占比、竞争优势、覆盖完整性或投资价值。,DRAFT_FOR_CONSOLIDATED_INDEPENDENT_EXECUTION_OUTPUT_REVIEW,DRAFT_FOR_REVIEW B004-CEM-0048,TASK-NEWENERGY-POWER-EQUIPMENT-STORAGE-CONTENT-SPRINT-20260813-001,ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001,BATCH-004,RUN-ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001-BATCH-004-001,ana-data/cases/新能源案例/核心文档/公司/国安达.md,company-b004-b004-select-sto_integration_thermal_safety-03,- 直接事实:国安达的2025年年度报告在第16页提供了其自身或并表业务与储能系统集成与热消防安全相关的直接产品、项目或运营语境。,DIRECT_FACT,EVF-B004-COMPANY-018,S-B004-AR-1225213446,ana-data/cases/新能源案例/converted/qualification_filings_BATCH004/1225213446_BATCH004.txt,PDF_PAGE 16,SUPPORT,仅证明已核验年报中的直接业务暴露,不证明收入占比、竞争优势、覆盖完整性或投资价值。,DRAFT_FOR_CONSOLIDATED_INDEPENDENT_EXECUTION_OUTPUT_REVIEW,DRAFT_FOR_REVIEW B004-CEM-0049,TASK-NEWENERGY-POWER-EQUIPMENT-STORAGE-CONTENT-SPRINT-20260813-001,ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001,BATCH-004,RUN-ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001-BATCH-004-001,ana-data/cases/新能源案例/核心文档/公司/特变电工.md,company-b004-b004-select-pwr_power_electronics_flex_dc-01,- 直接事实:特变电工的2025年年度报告在第12页提供了其自身或并表业务与电力电子与柔性直流相关的直接产品、项目或运营语境。,DIRECT_FACT,EVF-B004-COMPANY-004,S-B004-AR-1225105816,ana-data/cases/新能源案例/converted/qualification_filings_BATCH004/1225105816_BATCH004.txt,PDF_PAGE 12,SUPPORT,仅证明已核验年报中的直接业务暴露,不证明收入占比、竞争优势、覆盖完整性或投资价值。,DRAFT_FOR_CONSOLIDATED_INDEPENDENT_EXECUTION_OUTPUT_REVIEW,DRAFT_FOR_REVIEW B004-CEM-0050,TASK-NEWENERGY-POWER-EQUIPMENT-STORAGE-CONTENT-SPRINT-20260813-001,ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001,BATCH-004,RUN-ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001-BATCH-004-001,ana-data/cases/新能源案例/核心文档/公司/特变电工.md,company-b004-b004-select-pwr_primary_equipment-02,- 直接事实:特变电工的2025年年度报告在第12页提供了其自身或并表业务与输变配电一次设备相关的直接产品、项目或运营语境。,DIRECT_FACT,EVF-B004-COMPANY-008,S-B004-AR-1225105816,ana-data/cases/新能源案例/converted/qualification_filings_BATCH004/1225105816_BATCH004.txt,PDF_PAGE 12,SUPPORT,仅证明已核验年报中的直接业务暴露,不证明收入占比、竞争优势、覆盖完整性或投资价值。,DRAFT_FOR_CONSOLIDATED_INDEPENDENT_EXECUTION_OUTPUT_REVIEW,DRAFT_FOR_REVIEW B004-CEM-0051,TASK-NEWENERGY-POWER-EQUIPMENT-STORAGE-CONTENT-SPRINT-20260813-001,ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001,BATCH-004,RUN-ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001-BATCH-004-001,ana-data/cases/新能源案例/核心文档/公司/国电南自.md,company-b004-b004-select-pwr_power_electronics_flex_dc-03,- 直接事实:国电南自的2025年年度报告在第16页提供了其自身或并表业务与电力电子与柔性直流相关的直接产品、项目或运营语境。,DIRECT_FACT,EVF-B004-COMPANY-006,S-B004-AR-1225034202,ana-data/cases/新能源案例/converted/qualification_filings_BATCH004/1225034202_BATCH004.txt,PDF_PAGE 16,SUPPORT,仅证明已核验年报中的直接业务暴露,不证明收入占比、竞争优势、覆盖完整性或投资价值。,DRAFT_FOR_CONSOLIDATED_INDEPENDENT_EXECUTION_OUTPUT_REVIEW,DRAFT_FOR_REVIEW B004-CEM-0052,TASK-NEWENERGY-POWER-EQUIPMENT-STORAGE-CONTENT-SPRINT-20260813-001,ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001,BATCH-004,RUN-ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001-BATCH-004-001,ana-data/cases/新能源案例/核心文档/公司/国电南瑞.md,company-b004-b004-select-pwr_secondary_automation-01,- 直接事实:国电南瑞的2025年年度报告在第18页提供了其自身或并表业务与二次设备与保护自动化相关的直接产品、项目或运营语境。,DIRECT_FACT,EVF-B004-COMPANY-010,S-B004-AR-1225257886,ana-data/cases/新能源案例/converted/qualification_filings_BATCH004/1225257886_BATCH004.txt,PDF_PAGE 18,SUPPORT,仅证明已核验年报中的直接业务暴露,不证明收入占比、竞争优势、覆盖完整性或投资价值。,DRAFT_FOR_CONSOLIDATED_INDEPENDENT_EXECUTION_OUTPUT_REVIEW,DRAFT_FOR_REVIEW B004-CEM-0053,TASK-NEWENERGY-POWER-EQUIPMENT-STORAGE-CONTENT-SPRINT-20260813-001,ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001,BATCH-004,RUN-ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001-BATCH-004-001,ana-data/cases/新能源案例/核心文档/公司/ST长园.md,company-b004-b004-select-pwr_secondary_automation-02,- 直接事实:ST长园的2025年年度报告在第42页提供了其自身或并表业务与二次设备与保护自动化相关的直接产品、项目或运营语境。,DIRECT_FACT,EVF-B004-COMPANY-011,S-B004-AR-1225244909,ana-data/cases/新能源案例/converted/qualification_filings_BATCH004/1225244909_BATCH004.txt,PDF_PAGE 42,SUPPORT,仅证明已核验年报中的直接业务暴露,不证明收入占比、竞争优势、覆盖完整性或投资价值。,DRAFT_FOR_CONSOLIDATED_INDEPENDENT_EXECUTION_OUTPUT_REVIEW,DRAFT_FOR_REVIEW B004-CEM-0054,TASK-NEWENERGY-POWER-EQUIPMENT-STORAGE-CONTENT-SPRINT-20260813-001,ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001,BATCH-004,RUN-ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001-BATCH-004-001,ana-data/cases/新能源案例/核心文档/公司/中国西电.md,company-b004-b004-select-pwr_primary_equipment-03,- 直接事实:中国西电的2025年年度报告在第15页提供了其自身或并表业务与输变配电一次设备相关的直接产品、项目或运营语境。,DIRECT_FACT,EVF-B004-COMPANY-009,S-B004-AR-1225094842,ana-data/cases/新能源案例/converted/qualification_filings_BATCH004/1225094842_BATCH004.txt,PDF_PAGE 15,SUPPORT,仅证明已核验年报中的直接业务暴露,不证明收入占比、竞争优势、覆盖完整性或投资价值。,DRAFT_FOR_CONSOLIDATED_INDEPENDENT_EXECUTION_OUTPUT_REVIEW,DRAFT_FOR_REVIEW B004-CEM-0055,TASK-NEWENERGY-POWER-EQUIPMENT-STORAGE-CONTENT-SPRINT-20260813-001,ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001,BATCH-004,RUN-ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001-BATCH-004-001,ana-data/cases/新能源案例/核心文档/公司/林洋能源.md,company-b004-b004-select-pwr_distribution_digital_microgrid-01,- 直接事实:林洋能源的2025年年度报告在第16页提供了其自身或并表业务与智能配电网与微网数字化相关的直接产品、项目或运营语境。,DIRECT_FACT,EVF-B004-COMPANY-001,S-B004-AR-1225262743,ana-data/cases/新能源案例/converted/qualification_filings_BATCH004/1225262743_BATCH004.txt,PDF_PAGE 16,SUPPORT,仅证明已核验年报中的直接业务暴露,不证明收入占比、竞争优势、覆盖完整性或投资价值。,DRAFT_FOR_CONSOLIDATED_INDEPENDENT_EXECUTION_OUTPUT_REVIEW,DRAFT_FOR_REVIEW 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直接事实:晶科科技的2025年年度报告在第14页提供了其自身或并表业务与储能电站建设运营与市场机制相关的直接产品、项目或运营语境。,DIRECT_FACT,EVF-B004-COMPANY-024,S-B004-AR-1225246612,ana-data/cases/新能源案例/converted/qualification_filings_BATCH004/1225246612_BATCH004.txt,PDF_PAGE 14,SUPPORT,仅证明已核验年报中的直接业务暴露,不证明收入占比、竞争优势、覆盖完整性或投资价值。,DRAFT_FOR_CONSOLIDATED_INDEPENDENT_EXECUTION_OUTPUT_REVIEW,DRAFT_FOR_REVIEW B004-CEM-0058,TASK-NEWENERGY-POWER-EQUIPMENT-STORAGE-CONTENT-SPRINT-20260813-001,ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001,BATCH-004,RUN-ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001-BATCH-004-001,ana-data/cases/新能源案例/核心文档/公司/中国核电.md,company-b004-b004-select-sto_project_operation_market-02,- 直接事实:中国核电的2025年年度报告在第48页提供了其自身或并表业务与储能电站建设运营与市场机制相关的直接产品、项目或运营语境。,DIRECT_FACT,EVF-B004-COMPANY-023,S-B004-AR-1225257680,ana-data/cases/新能源案例/converted/qualification_filings_BATCH004/1225257680_BATCH004.txt,PDF_PAGE 48,SUPPORT,仅证明已核验年报中的直接业务暴露,不证明收入占比、竞争优势、覆盖完整性或投资价值。,DRAFT_FOR_CONSOLIDATED_INDEPENDENT_EXECUTION_OUTPUT_REVIEW,DRAFT_FOR_REVIEW B004-CEM-0059,TASK-NEWENERGY-POWER-EQUIPMENT-STORAGE-CONTENT-SPRINT-20260813-001,ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001,BATCH-004,RUN-ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001-BATCH-004-001,ana-data/cases/新能源案例/核心文档/公司/宏力达.md,company-b004-b004-select-pwr_distribution_digital_microgrid-02,- 直接事实:宏力达的2025年年度报告在第23页提供了其自身或并表业务与智能配电网与微网数字化相关的直接产品、项目或运营语境。,DIRECT_FACT,EVF-B004-COMPANY-002,S-B004-AR-1225149657,ana-data/cases/新能源案例/converted/qualification_filings_BATCH004/1225149657_BATCH004.txt,PDF_PAGE 23,SUPPORT,仅证明已核验年报中的直接业务暴露,不证明收入占比、竞争优势、覆盖完整性或投资价值。,DRAFT_FOR_CONSOLIDATED_INDEPENDENT_EXECUTION_OUTPUT_REVIEW,DRAFT_FOR_REVIEW B004-CEM-0060,TASK-NEWENERGY-POWER-EQUIPMENT-STORAGE-CONTENT-SPRINT-20260813-001,ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001,BATCH-004,RUN-ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001-BATCH-004-001,ana-data/cases/新能源案例/核心文档/公司/昱能科技.md,company-b004-b004-select-sto_pcs_ems_control-01,- 直接事实:昱能科技的2025年年度报告在第32页提供了其自身或并表业务与储能变流器与能量管理相关的直接产品、项目或运营语境。,DIRECT_FACT,EVF-B004-COMPANY-019,S-B004-AR-1225259857,ana-data/cases/新能源案例/converted/qualification_filings_BATCH004/1225259857_BATCH004.txt,PDF_PAGE 32,SUPPORT,仅证明已核验年报中的直接业务暴露,不证明收入占比、竞争优势、覆盖完整性或投资价值。,DRAFT_FOR_CONSOLIDATED_INDEPENDENT_EXECUTION_OUTPUT_REVIEW,DRAFT_FOR_REVIEW B004-CEM-0061,TASK-NEWENERGY-POWER-EQUIPMENT-STORAGE-CONTENT-SPRINT-20260813-001,ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001,BATCH-004,RUN-ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001-BATCH-004-001,ana-data/cases/新能源案例/核心文档/公司/海博思创.md,company-b004-b004-select-sto_integration_thermal_safety-01,- 直接事实:海博思创的2025年年度报告在第36页提供了其自身或并表业务与储能系统集成与热消防安全相关的直接产品、项目或运营语境。,DIRECT_FACT,EVF-B004-COMPANY-016,S-B004-AR-1225243730,ana-data/cases/新能源案例/converted/qualification_filings_BATCH004/1225243730_BATCH004.txt,PDF_PAGE 36,SUPPORT,仅证明已核验年报中的直接业务暴露,不证明收入占比、竞争优势、覆盖完整性或投资价值。,DRAFT_FOR_CONSOLIDATED_INDEPENDENT_EXECUTION_OUTPUT_REVIEW,DRAFT_FOR_REVIEW 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|,DIRECT_FACT,EVF-B004-MKT-STO-001,S-B004-NEA-STORAGE-2025-PRESS,ana-data/cases/新能源案例/converted/official_industry_BATCH004/S-B004-NEA-STORAGE-2025-PRESS_BATCH004.txt,14,SUPPORT,全国公开口径;政策目标与已实现严格分账;不得外推单一公司份额或盈利。,DRAFT_FOR_CONSOLIDATED_INDEPENDENT_EXECUTION_OUTPUT_REVIEW,DRAFT_FOR_REVIEW B004-CEM-0064,TASK-NEWENERGY-POWER-EQUIPMENT-STORAGE-CONTENT-SPRINT-20260813-001,ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001,BATCH-004,RUN-ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001-BATCH-004-001,ana-data/cases/新能源案例/核心文档/新能源市场视图.md,market-storage-02,| 全国已投运新型储能能量容量 | 3.51 亿千瓦时 | 2025-12-31 / COMMISSIONED | 全国公开口径;不外推公司经济性 |,DIRECT_FACT,EVF-B004-MKT-STO-001,S-B004-NEA-STORAGE-2025-PRESS,ana-data/cases/新能源案例/converted/official_industry_BATCH004/S-B004-NEA-STORAGE-2025-PRESS_BATCH004.txt,14,SUPPORT,全国公开口径;政策目标与已实现严格分账;不得外推单一公司份额或盈利。,DRAFT_FOR_CONSOLIDATED_INDEPENDENT_EXECUTION_OUTPUT_REVIEW,DRAFT_FOR_REVIEW 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|,DIRECT_FACT,EVF-B004-MKT-STO-002,S-B004-NEA-STORAGE-2025-PRESS,ana-data/cases/新能源案例/converted/official_industry_BATCH004/S-B004-NEA-STORAGE-2025-PRESS_BATCH004.txt,17,SUPPORT,全国公开口径;政策目标与已实现严格分账;不得外推单一公司份额或盈利。,DRAFT_FOR_CONSOLIDATED_INDEPENDENT_EXECUTION_OUTPUT_REVIEW,DRAFT_FOR_REVIEW B004-CEM-0067,TASK-NEWENERGY-POWER-EQUIPMENT-STORAGE-CONTENT-SPRINT-20260813-001,ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001,BATCH-004,RUN-ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001-BATCH-004-001,ana-data/cases/新能源案例/核心文档/新能源市场视图.md,market-storage-05,| 独立储能累计装机占比 | 51.2 % | 2025-12-31 / COMMISSIONED_STRUCTURE | 全国公开口径;不外推公司经济性 |,DIRECT_FACT,EVF-B004-MKT-STO-003,S-B004-NEA-STORAGE-2025-PRESS,ana-data/cases/新能源案例/converted/official_industry_BATCH004/S-B004-NEA-STORAGE-2025-PRESS_BATCH004.txt,17,SUPPORT,全国公开口径;政策目标与已实现严格分账;不得外推单一公司份额或盈利。,DRAFT_FOR_CONSOLIDATED_INDEPENDENT_EXECUTION_OUTPUT_REVIEW,DRAFT_FOR_REVIEW 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主配微协同框架:指导意见提出主干电网、配电网和智能微电网协同发展的新型电网平台。,DIRECT_FACT,EVF-B004-POL-PWR-001,S-B004-NEA-GRID-HIGH-QUALITY-2025,ana-data/cases/新能源案例/converted/official_industry_BATCH004/S-B004-NEA-GRID-HIGH-QUALITY-2025_BATCH004.txt,HTML_LINE 20-26,SUPPORT,POLICY_TARGET_AND_FRAMEWORK_NOT_REALIZED_MARKET_SIZE,DRAFT_FOR_CONSOLIDATED_INDEPENDENT_EXECUTION_OUTPUT_REVIEW,DRAFT_FOR_REVIEW B004-CEM-0070,TASK-NEWENERGY-POWER-EQUIPMENT-STORAGE-CONTENT-SPRINT-20260813-001,ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001,BATCH-004,RUN-ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001-BATCH-004-001,ana-data/cases/新能源案例/核心文档/新能源市场视图.md,market-power-evf-b004-pol-pwr-002,- 配网柔性化数字化:指导意见提出推进配电网柔性化、智能化、数字化转型并支持分布式独立储能。,DIRECT_FACT,EVF-B004-POL-PWR-002,S-B004-NEA-GRID-HIGH-QUALITY-2025,ana-data/cases/新能源案例/converted/official_industry_BATCH004/S-B004-NEA-GRID-HIGH-QUALITY-2025_BATCH004.txt,HTML_LINE 29,SUPPORT,POLICY_DIRECTION_NOT_COMPANY_ORDER,DRAFT_FOR_CONSOLIDATED_INDEPENDENT_EXECUTION_OUTPUT_REVIEW,DRAFT_FOR_REVIEW B004-CEM-0071,TASK-NEWENERGY-POWER-EQUIPMENT-STORAGE-CONTENT-SPRINT-20260813-001,ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001,BATCH-004,RUN-ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001-BATCH-004-001,ana-data/cases/新能源案例/核心文档/新能源市场视图.md,market-power-evf-b004-pol-pwr-003,- 柔性直流与高性能装备方向:指导意见列明大容量柔性直流、大容量断路器等技术研发应用方向。,DIRECT_FACT,EVF-B004-POL-PWR-003,S-B004-NEA-GRID-HIGH-QUALITY-2025,ana-data/cases/新能源案例/converted/official_industry_BATCH004/S-B004-NEA-GRID-HIGH-QUALITY-2025_BATCH004.txt,HTML_LINE 41,SUPPORT,POLICY_R_AND_D_DIRECTION_NOT_REALIZED_DELIVERY,DRAFT_FOR_CONSOLIDATED_INDEPENDENT_EXECUTION_OUTPUT_REVIEW,DRAFT_FOR_REVIEW B004-CEM-0072,TASK-NEWENERGY-POWER-EQUIPMENT-STORAGE-CONTENT-SPRINT-20260813-001,ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001,BATCH-004,RUN-ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001-BATCH-004-001,ana-data/cases/新能源案例/核心文档/新能源公司视图.md,company-view-b004-select-sto_cell_dc_system-01,- 直接事实:天合光能的2025年年度报告在第17页提供了其自身或并表业务与储能电芯与直流侧系统相关的直接产品、项目或运营语境。,DIRECT_FACT,EVF-B004-COMPANY-013,S-B004-AR-1225263857,ana-data/cases/新能源案例/converted/qualification_filings_BATCH004/1225263857_BATCH004.txt,PDF_PAGE 17,SUPPORT,仅证明已核验年报中的直接业务暴露,不证明收入占比、竞争优势、覆盖完整性或投资价值。,DRAFT_FOR_CONSOLIDATED_INDEPENDENT_EXECUTION_OUTPUT_REVIEW,DRAFT_FOR_REVIEW B004-CEM-0073,TASK-NEWENERGY-POWER-EQUIPMENT-STORAGE-CONTENT-SPRINT-20260813-001,ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001,BATCH-004,RUN-ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001-BATCH-004-001,ana-data/cases/新能源案例/核心文档/新能源公司视图.md,company-view-b004-select-sto_cell_dc_system-02,- 直接事实:ST南都的2025年年度报告在第24页提供了其自身或并表业务与储能电芯与直流侧系统相关的直接产品、项目或运营语境。,DIRECT_FACT,EVF-B004-COMPANY-014,S-B004-AR-1225251835,ana-data/cases/新能源案例/converted/qualification_filings_BATCH004/1225251835_BATCH004.txt,PDF_PAGE 24,SUPPORT,仅证明已核验年报中的直接业务暴露,不证明收入占比、竞争优势、覆盖完整性或投资价值。,DRAFT_FOR_CONSOLIDATED_INDEPENDENT_EXECUTION_OUTPUT_REVIEW,DRAFT_FOR_REVIEW B004-CEM-0074,TASK-NEWENERGY-POWER-EQUIPMENT-STORAGE-CONTENT-SPRINT-20260813-001,ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001,BATCH-004,RUN-ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001-BATCH-004-001,ana-data/cases/新能源案例/核心文档/新能源公司视图.md,company-view-b004-select-sto_cell_dc_system-03,- 直接事实:正泰电源的2025年年度报告在第15页提供了其自身或并表业务与储能电芯与直流侧系统相关的直接产品、项目或运营语境。,DIRECT_FACT,EVF-B004-COMPANY-015,S-B004-AR-1225098233,ana-data/cases/新能源案例/converted/qualification_filings_BATCH004/1225098233_BATCH004.txt,PDF_PAGE 15,SUPPORT,仅证明已核验年报中的直接业务暴露,不证明收入占比、竞争优势、覆盖完整性或投资价值。,DRAFT_FOR_CONSOLIDATED_INDEPENDENT_EXECUTION_OUTPUT_REVIEW,DRAFT_FOR_REVIEW B004-CEM-0075,TASK-NEWENERGY-POWER-EQUIPMENT-STORAGE-CONTENT-SPRINT-20260813-001,ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001,BATCH-004,RUN-ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001-BATCH-004-001,ana-data/cases/新能源案例/核心文档/新能源公司视图.md,company-view-b004-select-sto_integration_thermal_safety-01,- 直接事实:海博思创的2025年年度报告在第36页提供了其自身或并表业务与储能系统集成与热消防安全相关的直接产品、项目或运营语境。,DIRECT_FACT,EVF-B004-COMPANY-016,S-B004-AR-1225243730,ana-data/cases/新能源案例/converted/qualification_filings_BATCH004/1225243730_BATCH004.txt,PDF_PAGE 36,SUPPORT,仅证明已核验年报中的直接业务暴露,不证明收入占比、竞争优势、覆盖完整性或投资价值。,DRAFT_FOR_CONSOLIDATED_INDEPENDENT_EXECUTION_OUTPUT_REVIEW,DRAFT_FOR_REVIEW B004-CEM-0076,TASK-NEWENERGY-POWER-EQUIPMENT-STORAGE-CONTENT-SPRINT-20260813-001,ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001,BATCH-004,RUN-ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001-BATCH-004-001,ana-data/cases/新能源案例/核心文档/新能源公司视图.md,company-view-b004-select-sto_integration_thermal_safety-02,- 直接事实:奥特佳的2025年年度报告在第17页提供了其自身或并表业务与储能系统集成与热消防安全相关的直接产品、项目或运营语境。,DIRECT_FACT,EVF-B004-COMPANY-017,S-B004-AR-1225212308,ana-data/cases/新能源案例/converted/qualification_filings_BATCH004/1225212308_BATCH004.txt,PDF_PAGE 17,SUPPORT,仅证明已核验年报中的直接业务暴露,不证明收入占比、竞争优势、覆盖完整性或投资价值。,DRAFT_FOR_CONSOLIDATED_INDEPENDENT_EXECUTION_OUTPUT_REVIEW,DRAFT_FOR_REVIEW B004-CEM-0077,TASK-NEWENERGY-POWER-EQUIPMENT-STORAGE-CONTENT-SPRINT-20260813-001,ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001,BATCH-004,RUN-ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001-BATCH-004-001,ana-data/cases/新能源案例/核心文档/新能源公司视图.md,company-view-b004-select-sto_integration_thermal_safety-03,- 直接事实:国安达的2025年年度报告在第16页提供了其自身或并表业务与储能系统集成与热消防安全相关的直接产品、项目或运营语境。,DIRECT_FACT,EVF-B004-COMPANY-018,S-B004-AR-1225213446,ana-data/cases/新能源案例/converted/qualification_filings_BATCH004/1225213446_BATCH004.txt,PDF_PAGE 16,SUPPORT,仅证明已核验年报中的直接业务暴露,不证明收入占比、竞争优势、覆盖完整性或投资价值。,DRAFT_FOR_CONSOLIDATED_INDEPENDENT_EXECUTION_OUTPUT_REVIEW,DRAFT_FOR_REVIEW B004-CEM-0078,TASK-NEWENERGY-POWER-EQUIPMENT-STORAGE-CONTENT-SPRINT-20260813-001,ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001,BATCH-004,RUN-ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001-BATCH-004-001,ana-data/cases/新能源案例/核心文档/新能源公司视图.md,company-view-b004-select-sto_pcs_ems_control-01,- 直接事实:昱能科技的2025年年度报告在第32页提供了其自身或并表业务与储能变流器与能量管理相关的直接产品、项目或运营语境。,DIRECT_FACT,EVF-B004-COMPANY-019,S-B004-AR-1225259857,ana-data/cases/新能源案例/converted/qualification_filings_BATCH004/1225259857_BATCH004.txt,PDF_PAGE 32,SUPPORT,仅证明已核验年报中的直接业务暴露,不证明收入占比、竞争优势、覆盖完整性或投资价值。,DRAFT_FOR_CONSOLIDATED_INDEPENDENT_EXECUTION_OUTPUT_REVIEW,DRAFT_FOR_REVIEW B004-CEM-0079,TASK-NEWENERGY-POWER-EQUIPMENT-STORAGE-CONTENT-SPRINT-20260813-001,ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001,BATCH-004,RUN-ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001-BATCH-004-001,ana-data/cases/新能源案例/核心文档/新能源公司视图.md,company-view-b004-select-sto_pcs_ems_control-02,- 直接事实:上能电气的2025年年度报告在第13页提供了其自身或并表业务与储能变流器与能量管理相关的直接产品、项目或运营语境。,DIRECT_FACT,EVF-B004-COMPANY-020,S-B004-AR-1225169447,ana-data/cases/新能源案例/converted/qualification_filings_BATCH004/1225169447_BATCH004.txt,PDF_PAGE 13,SUPPORT,仅证明已核验年报中的直接业务暴露,不证明收入占比、竞争优势、覆盖完整性或投资价值。,DRAFT_FOR_CONSOLIDATED_INDEPENDENT_EXECUTION_OUTPUT_REVIEW,DRAFT_FOR_REVIEW B004-CEM-0080,TASK-NEWENERGY-POWER-EQUIPMENT-STORAGE-CONTENT-SPRINT-20260813-001,ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001,BATCH-004,RUN-ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001-BATCH-004-001,ana-data/cases/新能源案例/核心文档/新能源公司视图.md,company-view-b004-select-sto_pcs_ems_control-03,- 直接事实:智光电气的2025年年度报告在第13页提供了其自身或并表业务与储能变流器与能量管理相关的直接产品、项目或运营语境。,DIRECT_FACT,EVF-B004-COMPANY-021,S-B004-AR-1225103142,ana-data/cases/新能源案例/converted/qualification_filings_BATCH004/1225103142_BATCH004.txt,PDF_PAGE 13,SUPPORT,仅证明已核验年报中的直接业务暴露,不证明收入占比、竞争优势、覆盖完整性或投资价值。,DRAFT_FOR_CONSOLIDATED_INDEPENDENT_EXECUTION_OUTPUT_REVIEW,DRAFT_FOR_REVIEW B004-CEM-0081,TASK-NEWENERGY-POWER-EQUIPMENT-STORAGE-CONTENT-SPRINT-20260813-001,ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001,BATCH-004,RUN-ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001-BATCH-004-001,ana-data/cases/新能源案例/核心文档/新能源公司视图.md,company-view-b004-select-sto_project_operation_market-01,- 直接事实:林洋能源的2025年年度报告在第18页提供了其自身或并表业务与储能电站建设运营与市场机制相关的直接产品、项目或运营语境。,DIRECT_FACT,EVF-B004-COMPANY-022,S-B004-AR-1225262743,ana-data/cases/新能源案例/converted/qualification_filings_BATCH004/1225262743_BATCH004.txt,PDF_PAGE 18,SUPPORT,仅证明已核验年报中的直接业务暴露,不证明收入占比、竞争优势、覆盖完整性或投资价值。,DRAFT_FOR_CONSOLIDATED_INDEPENDENT_EXECUTION_OUTPUT_REVIEW,DRAFT_FOR_REVIEW B004-CEM-0082,TASK-NEWENERGY-POWER-EQUIPMENT-STORAGE-CONTENT-SPRINT-20260813-001,ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001,BATCH-004,RUN-ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001-BATCH-004-001,ana-data/cases/新能源案例/核心文档/新能源公司视图.md,company-view-b004-select-sto_project_operation_market-02,- 直接事实:中国核电的2025年年度报告在第48页提供了其自身或并表业务与储能电站建设运营与市场机制相关的直接产品、项目或运营语境。,DIRECT_FACT,EVF-B004-COMPANY-023,S-B004-AR-1225257680,ana-data/cases/新能源案例/converted/qualification_filings_BATCH004/1225257680_BATCH004.txt,PDF_PAGE 48,SUPPORT,仅证明已核验年报中的直接业务暴露,不证明收入占比、竞争优势、覆盖完整性或投资价值。,DRAFT_FOR_CONSOLIDATED_INDEPENDENT_EXECUTION_OUTPUT_REVIEW,DRAFT_FOR_REVIEW B004-CEM-0083,TASK-NEWENERGY-POWER-EQUIPMENT-STORAGE-CONTENT-SPRINT-20260813-001,ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001,BATCH-004,RUN-ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001-BATCH-004-001,ana-data/cases/新能源案例/核心文档/新能源公司视图.md,company-view-b004-select-sto_project_operation_market-03,- 直接事实:晶科科技的2025年年度报告在第14页提供了其自身或并表业务与储能电站建设运营与市场机制相关的直接产品、项目或运营语境。,DIRECT_FACT,EVF-B004-COMPANY-024,S-B004-AR-1225246612,ana-data/cases/新能源案例/converted/qualification_filings_BATCH004/1225246612_BATCH004.txt,PDF_PAGE 14,SUPPORT,仅证明已核验年报中的直接业务暴露,不证明收入占比、竞争优势、覆盖完整性或投资价值。,DRAFT_FOR_CONSOLIDATED_INDEPENDENT_EXECUTION_OUTPUT_REVIEW,DRAFT_FOR_REVIEW B004-CEM-0084,TASK-NEWENERGY-POWER-EQUIPMENT-STORAGE-CONTENT-SPRINT-20260813-001,ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001,BATCH-004,RUN-ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001-BATCH-004-001,ana-data/cases/新能源案例/核心文档/新能源公司视图.md,company-view-b004-select-pwr_distribution_digital_microgrid-01,- 直接事实:林洋能源的2025年年度报告在第16页提供了其自身或并表业务与智能配电网与微网数字化相关的直接产品、项目或运营语境。,DIRECT_FACT,EVF-B004-COMPANY-001,S-B004-AR-1225262743,ana-data/cases/新能源案例/converted/qualification_filings_BATCH004/1225262743_BATCH004.txt,PDF_PAGE 16,SUPPORT,仅证明已核验年报中的直接业务暴露,不证明收入占比、竞争优势、覆盖完整性或投资价值。,DRAFT_FOR_CONSOLIDATED_INDEPENDENT_EXECUTION_OUTPUT_REVIEW,DRAFT_FOR_REVIEW B004-CEM-0085,TASK-NEWENERGY-POWER-EQUIPMENT-STORAGE-CONTENT-SPRINT-20260813-001,ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001,BATCH-004,RUN-ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001-BATCH-004-001,ana-data/cases/新能源案例/核心文档/新能源公司视图.md,company-view-b004-select-pwr_distribution_digital_microgrid-02,- 直接事实:宏力达的2025年年度报告在第23页提供了其自身或并表业务与智能配电网与微网数字化相关的直接产品、项目或运营语境。,DIRECT_FACT,EVF-B004-COMPANY-002,S-B004-AR-1225149657,ana-data/cases/新能源案例/converted/qualification_filings_BATCH004/1225149657_BATCH004.txt,PDF_PAGE 23,SUPPORT,仅证明已核验年报中的直接业务暴露,不证明收入占比、竞争优势、覆盖完整性或投资价值。,DRAFT_FOR_CONSOLIDATED_INDEPENDENT_EXECUTION_OUTPUT_REVIEW,DRAFT_FOR_REVIEW B004-CEM-0086,TASK-NEWENERGY-POWER-EQUIPMENT-STORAGE-CONTENT-SPRINT-20260813-001,ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001,BATCH-004,RUN-ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001-BATCH-004-001,ana-data/cases/新能源案例/核心文档/新能源公司视图.md,company-view-b004-select-pwr_distribution_digital_microgrid-03,- 直接事实:许继电气的2025年年度报告在第16页提供了其自身或并表业务与智能配电网与微网数字化相关的直接产品、项目或运营语境。,DIRECT_FACT,EVF-B004-COMPANY-003,S-B004-AR-1225096177,ana-data/cases/新能源案例/converted/qualification_filings_BATCH004/1225096177_BATCH004.txt,PDF_PAGE 16,SUPPORT,仅证明已核验年报中的直接业务暴露,不证明收入占比、竞争优势、覆盖完整性或投资价值。,DRAFT_FOR_CONSOLIDATED_INDEPENDENT_EXECUTION_OUTPUT_REVIEW,DRAFT_FOR_REVIEW B004-CEM-0087,TASK-NEWENERGY-POWER-EQUIPMENT-STORAGE-CONTENT-SPRINT-20260813-001,ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001,BATCH-004,RUN-ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001-BATCH-004-001,ana-data/cases/新能源案例/核心文档/新能源公司视图.md,company-view-b004-select-pwr_power_electronics_flex_dc-01,- 直接事实:特变电工的2025年年度报告在第12页提供了其自身或并表业务与电力电子与柔性直流相关的直接产品、项目或运营语境。,DIRECT_FACT,EVF-B004-COMPANY-004,S-B004-AR-1225105816,ana-data/cases/新能源案例/converted/qualification_filings_BATCH004/1225105816_BATCH004.txt,PDF_PAGE 12,SUPPORT,仅证明已核验年报中的直接业务暴露,不证明收入占比、竞争优势、覆盖完整性或投资价值。,DRAFT_FOR_CONSOLIDATED_INDEPENDENT_EXECUTION_OUTPUT_REVIEW,DRAFT_FOR_REVIEW B004-CEM-0088,TASK-NEWENERGY-POWER-EQUIPMENT-STORAGE-CONTENT-SPRINT-20260813-001,ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001,BATCH-004,RUN-ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001-BATCH-004-001,ana-data/cases/新能源案例/核心文档/新能源公司视图.md,company-view-b004-select-pwr_power_electronics_flex_dc-02,- 直接事实:许继电气的2025年年度报告在第16页提供了其自身或并表业务与电力电子与柔性直流相关的直接产品、项目或运营语境。,DIRECT_FACT,EVF-B004-COMPANY-005,S-B004-AR-1225096177,ana-data/cases/新能源案例/converted/qualification_filings_BATCH004/1225096177_BATCH004.txt,PDF_PAGE 16,SUPPORT,仅证明已核验年报中的直接业务暴露,不证明收入占比、竞争优势、覆盖完整性或投资价值。,DRAFT_FOR_CONSOLIDATED_INDEPENDENT_EXECUTION_OUTPUT_REVIEW,DRAFT_FOR_REVIEW B004-CEM-0089,TASK-NEWENERGY-POWER-EQUIPMENT-STORAGE-CONTENT-SPRINT-20260813-001,ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001,BATCH-004,RUN-ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001-BATCH-004-001,ana-data/cases/新能源案例/核心文档/新能源公司视图.md,company-view-b004-select-pwr_power_electronics_flex_dc-03,- 直接事实:国电南自的2025年年度报告在第16页提供了其自身或并表业务与电力电子与柔性直流相关的直接产品、项目或运营语境。,DIRECT_FACT,EVF-B004-COMPANY-006,S-B004-AR-1225034202,ana-data/cases/新能源案例/converted/qualification_filings_BATCH004/1225034202_BATCH004.txt,PDF_PAGE 16,SUPPORT,仅证明已核验年报中的直接业务暴露,不证明收入占比、竞争优势、覆盖完整性或投资价值。,DRAFT_FOR_CONSOLIDATED_INDEPENDENT_EXECUTION_OUTPUT_REVIEW,DRAFT_FOR_REVIEW B004-CEM-0090,TASK-NEWENERGY-POWER-EQUIPMENT-STORAGE-CONTENT-SPRINT-20260813-001,ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001,BATCH-004,RUN-ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001-BATCH-004-001,ana-data/cases/新能源案例/核心文档/新能源公司视图.md,company-view-b004-select-pwr_primary_equipment-01,- 直接事实:思源电气的2025年年度报告在第84页提供了其自身或并表业务与输变配电一次设备相关的直接产品、项目或运营语境。,DIRECT_FACT,EVF-B004-COMPANY-007,S-B004-AR-1225117829,ana-data/cases/新能源案例/converted/qualification_filings_BATCH004/1225117829_BATCH004.txt,PDF_PAGE 84,SUPPORT,仅证明已核验年报中的直接业务暴露,不证明收入占比、竞争优势、覆盖完整性或投资价值。,DRAFT_FOR_CONSOLIDATED_INDEPENDENT_EXECUTION_OUTPUT_REVIEW,DRAFT_FOR_REVIEW B004-CEM-0091,TASK-NEWENERGY-POWER-EQUIPMENT-STORAGE-CONTENT-SPRINT-20260813-001,ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001,BATCH-004,RUN-ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001-BATCH-004-001,ana-data/cases/新能源案例/核心文档/新能源公司视图.md,company-view-b004-select-pwr_primary_equipment-02,- 直接事实:特变电工的2025年年度报告在第12页提供了其自身或并表业务与输变配电一次设备相关的直接产品、项目或运营语境。,DIRECT_FACT,EVF-B004-COMPANY-008,S-B004-AR-1225105816,ana-data/cases/新能源案例/converted/qualification_filings_BATCH004/1225105816_BATCH004.txt,PDF_PAGE 12,SUPPORT,仅证明已核验年报中的直接业务暴露,不证明收入占比、竞争优势、覆盖完整性或投资价值。,DRAFT_FOR_CONSOLIDATED_INDEPENDENT_EXECUTION_OUTPUT_REVIEW,DRAFT_FOR_REVIEW B004-CEM-0092,TASK-NEWENERGY-POWER-EQUIPMENT-STORAGE-CONTENT-SPRINT-20260813-001,ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001,BATCH-004,RUN-ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001-BATCH-004-001,ana-data/cases/新能源案例/核心文档/新能源公司视图.md,company-view-b004-select-pwr_primary_equipment-03,- 直接事实:中国西电的2025年年度报告在第15页提供了其自身或并表业务与输变配电一次设备相关的直接产品、项目或运营语境。,DIRECT_FACT,EVF-B004-COMPANY-009,S-B004-AR-1225094842,ana-data/cases/新能源案例/converted/qualification_filings_BATCH004/1225094842_BATCH004.txt,PDF_PAGE 15,SUPPORT,仅证明已核验年报中的直接业务暴露,不证明收入占比、竞争优势、覆盖完整性或投资价值。,DRAFT_FOR_CONSOLIDATED_INDEPENDENT_EXECUTION_OUTPUT_REVIEW,DRAFT_FOR_REVIEW B004-CEM-0093,TASK-NEWENERGY-POWER-EQUIPMENT-STORAGE-CONTENT-SPRINT-20260813-001,ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001,BATCH-004,RUN-ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001-BATCH-004-001,ana-data/cases/新能源案例/核心文档/新能源公司视图.md,company-view-b004-select-pwr_secondary_automation-01,- 直接事实:国电南瑞的2025年年度报告在第18页提供了其自身或并表业务与二次设备与保护自动化相关的直接产品、项目或运营语境。,DIRECT_FACT,EVF-B004-COMPANY-010,S-B004-AR-1225257886,ana-data/cases/新能源案例/converted/qualification_filings_BATCH004/1225257886_BATCH004.txt,PDF_PAGE 18,SUPPORT,仅证明已核验年报中的直接业务暴露,不证明收入占比、竞争优势、覆盖完整性或投资价值。,DRAFT_FOR_CONSOLIDATED_INDEPENDENT_EXECUTION_OUTPUT_REVIEW,DRAFT_FOR_REVIEW B004-CEM-0094,TASK-NEWENERGY-POWER-EQUIPMENT-STORAGE-CONTENT-SPRINT-20260813-001,ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001,BATCH-004,RUN-ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001-BATCH-004-001,ana-data/cases/新能源案例/核心文档/新能源公司视图.md,company-view-b004-select-pwr_secondary_automation-02,- 直接事实:ST长园的2025年年度报告在第42页提供了其自身或并表业务与二次设备与保护自动化相关的直接产品、项目或运营语境。,DIRECT_FACT,EVF-B004-COMPANY-011,S-B004-AR-1225244909,ana-data/cases/新能源案例/converted/qualification_filings_BATCH004/1225244909_BATCH004.txt,PDF_PAGE 42,SUPPORT,仅证明已核验年报中的直接业务暴露,不证明收入占比、竞争优势、覆盖完整性或投资价值。,DRAFT_FOR_CONSOLIDATED_INDEPENDENT_EXECUTION_OUTPUT_REVIEW,DRAFT_FOR_REVIEW B004-CEM-0095,TASK-NEWENERGY-POWER-EQUIPMENT-STORAGE-CONTENT-SPRINT-20260813-001,ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001,BATCH-004,RUN-ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001-BATCH-004-001,ana-data/cases/新能源案例/核心文档/新能源公司视图.md,company-view-b004-select-pwr_secondary_automation-03,- 直接事实:东方电子的2025年年度报告在第41页提供了其自身或并表业务与二次设备与保护自动化相关的直接产品、项目或运营语境。,DIRECT_FACT,EVF-B004-COMPANY-012,S-B004-AR-1225161855,ana-data/cases/新能源案例/converted/qualification_filings_BATCH004/1225161855_BATCH004.txt,PDF_PAGE 41,SUPPORT,仅证明已核验年报中的直接业务暴露,不证明收入占比、竞争优势、覆盖完整性或投资价值。,DRAFT_FOR_CONSOLIDATED_INDEPENDENT_EXECUTION_OUTPUT_REVIEW,DRAFT_FOR_REVIEW B004-CEM-0096,TASK-NEWENERGY-POWER-EQUIPMENT-STORAGE-CONTENT-SPRINT-20260813-001,ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001,BATCH-004,RUN-ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001-BATCH-004-001,ana-data/cases/新能源案例/核心文档/全量公司横向总表.md,horizontal-b004-select-pwr_distribution_digital_microgrid-03,| 000400 | [许继电气](公司/许继电气.md) | 电力设备与新型电力系统 | 智能配电网与微网数字化 | `T1_DIRECT_MEASURABLE` / 3 | `EVF-B004-COMPANY-003` | 收入/利润/份额 `UNKNOWN` |,DIRECT_FACT,EVF-B004-COMPANY-003,S-B004-AR-1225096177,ana-data/cases/新能源案例/converted/qualification_filings_BATCH004/1225096177_BATCH004.txt,PDF_PAGE 16,SUPPORT,机械入选只证明直接业务暴露。,DRAFT_FOR_CONSOLIDATED_INDEPENDENT_EXECUTION_OUTPUT_REVIEW,DRAFT_FOR_REVIEW B004-CEM-0097,TASK-NEWENERGY-POWER-EQUIPMENT-STORAGE-CONTENT-SPRINT-20260813-001,ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001,BATCH-004,RUN-ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001-BATCH-004-001,ana-data/cases/新能源案例/核心文档/全量公司横向总表.md,horizontal-b004-select-pwr_power_electronics_flex_dc-02,| 000400 | [许继电气](公司/许继电气.md) | 电力设备与新型电力系统 | 电力电子与柔性直流 | `T1_DIRECT_MEASURABLE` / 2 | `EVF-B004-COMPANY-005` | 收入/利润/份额 `UNKNOWN` |,DIRECT_FACT,EVF-B004-COMPANY-005,S-B004-AR-1225096177,ana-data/cases/新能源案例/converted/qualification_filings_BATCH004/1225096177_BATCH004.txt,PDF_PAGE 16,SUPPORT,机械入选只证明直接业务暴露。,DRAFT_FOR_CONSOLIDATED_INDEPENDENT_EXECUTION_OUTPUT_REVIEW,DRAFT_FOR_REVIEW B004-CEM-0098,TASK-NEWENERGY-POWER-EQUIPMENT-STORAGE-CONTENT-SPRINT-20260813-001,ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001,BATCH-004,RUN-ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001-BATCH-004-001,ana-data/cases/新能源案例/核心文档/全量公司横向总表.md,horizontal-b004-select-pwr_secondary_automation-03,| 000682 | [东方电子](公司/东方电子.md) | 电力设备与新型电力系统 | 二次设备与保护自动化 | `T1_DIRECT_MEASURABLE` / 3 | `EVF-B004-COMPANY-012` | 收入/利润/份额 `UNKNOWN` |,DIRECT_FACT,EVF-B004-COMPANY-012,S-B004-AR-1225161855,ana-data/cases/新能源案例/converted/qualification_filings_BATCH004/1225161855_BATCH004.txt,PDF_PAGE 41,SUPPORT,机械入选只证明直接业务暴露。,DRAFT_FOR_CONSOLIDATED_INDEPENDENT_EXECUTION_OUTPUT_REVIEW,DRAFT_FOR_REVIEW B004-CEM-0099,TASK-NEWENERGY-POWER-EQUIPMENT-STORAGE-CONTENT-SPRINT-20260813-001,ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001,BATCH-004,RUN-ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001-BATCH-004-001,ana-data/cases/新能源案例/核心文档/全量公司横向总表.md,horizontal-b004-select-pwr_primary_equipment-01,| 002028 | [思源电气](公司/思源电气.md) | 电力设备与新型电力系统 | 输变配电一次设备 | `T1_DIRECT_MEASURABLE` / 1 | `EVF-B004-COMPANY-007` | 收入/利润/份额 `UNKNOWN` |,DIRECT_FACT,EVF-B004-COMPANY-007,S-B004-AR-1225117829,ana-data/cases/新能源案例/converted/qualification_filings_BATCH004/1225117829_BATCH004.txt,PDF_PAGE 84,SUPPORT,机械入选只证明直接业务暴露。,DRAFT_FOR_CONSOLIDATED_INDEPENDENT_EXECUTION_OUTPUT_REVIEW,DRAFT_FOR_REVIEW B004-CEM-0100,TASK-NEWENERGY-POWER-EQUIPMENT-STORAGE-CONTENT-SPRINT-20260813-001,ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001,BATCH-004,RUN-ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001-BATCH-004-001,ana-data/cases/新能源案例/核心文档/全量公司横向总表.md,horizontal-b004-select-sto_cell_dc_system-03,| 002150 | [正泰电源](公司/正泰电源.md) | 储能 | 储能电芯与直流侧系统 | `T1_DIRECT_MEASURABLE` / 3 | `EVF-B004-COMPANY-015` | 收入/利润/份额 `UNKNOWN` |,DIRECT_FACT,EVF-B004-COMPANY-015,S-B004-AR-1225098233,ana-data/cases/新能源案例/converted/qualification_filings_BATCH004/1225098233_BATCH004.txt,PDF_PAGE 15,SUPPORT,机械入选只证明直接业务暴露。,DRAFT_FOR_CONSOLIDATED_INDEPENDENT_EXECUTION_OUTPUT_REVIEW,DRAFT_FOR_REVIEW B004-CEM-0101,TASK-NEWENERGY-POWER-EQUIPMENT-STORAGE-CONTENT-SPRINT-20260813-001,ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001,BATCH-004,RUN-ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001-BATCH-004-001,ana-data/cases/新能源案例/核心文档/全量公司横向总表.md,horizontal-b004-select-sto_pcs_ems_control-03,| 002169 | [智光电气](公司/智光电气.md) | 储能 | 储能变流器与能量管理 | `T1_DIRECT_MEASURABLE` / 3 | `EVF-B004-COMPANY-021` | 收入/利润/份额 `UNKNOWN` |,DIRECT_FACT,EVF-B004-COMPANY-021,S-B004-AR-1225103142,ana-data/cases/新能源案例/converted/qualification_filings_BATCH004/1225103142_BATCH004.txt,PDF_PAGE 13,SUPPORT,机械入选只证明直接业务暴露。,DRAFT_FOR_CONSOLIDATED_INDEPENDENT_EXECUTION_OUTPUT_REVIEW,DRAFT_FOR_REVIEW B004-CEM-0102,TASK-NEWENERGY-POWER-EQUIPMENT-STORAGE-CONTENT-SPRINT-20260813-001,ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001,BATCH-004,RUN-ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001-BATCH-004-001,ana-data/cases/新能源案例/核心文档/全量公司横向总表.md,horizontal-b004-select-sto_integration_thermal_safety-02,| 002239 | [奥特佳](公司/奥特佳.md) | 储能 | 储能系统集成与热消防安全 | `T1_DIRECT_MEASURABLE` / 2 | `EVF-B004-COMPANY-017` | 收入/利润/份额 `UNKNOWN` |,DIRECT_FACT,EVF-B004-COMPANY-017,S-B004-AR-1225212308,ana-data/cases/新能源案例/converted/qualification_filings_BATCH004/1225212308_BATCH004.txt,PDF_PAGE 17,SUPPORT,机械入选只证明直接业务暴露。,DRAFT_FOR_CONSOLIDATED_INDEPENDENT_EXECUTION_OUTPUT_REVIEW,DRAFT_FOR_REVIEW B004-CEM-0103,TASK-NEWENERGY-POWER-EQUIPMENT-STORAGE-CONTENT-SPRINT-20260813-001,ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001,BATCH-004,RUN-ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001-BATCH-004-001,ana-data/cases/新能源案例/核心文档/全量公司横向总表.md,horizontal-b004-select-sto_cell_dc_system-02,| 300068 | [ST南都](公司/ST南都.md) | 储能 | 储能电芯与直流侧系统 | `T1_DIRECT_MEASURABLE` / 2 | `EVF-B004-COMPANY-014` | 收入/利润/份额 `UNKNOWN` |,DIRECT_FACT,EVF-B004-COMPANY-014,S-B004-AR-1225251835,ana-data/cases/新能源案例/converted/qualification_filings_BATCH004/1225251835_BATCH004.txt,PDF_PAGE 24,SUPPORT,机械入选只证明直接业务暴露。,DRAFT_FOR_CONSOLIDATED_INDEPENDENT_EXECUTION_OUTPUT_REVIEW,DRAFT_FOR_REVIEW B004-CEM-0104,TASK-NEWENERGY-POWER-EQUIPMENT-STORAGE-CONTENT-SPRINT-20260813-001,ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001,BATCH-004,RUN-ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001-BATCH-004-001,ana-data/cases/新能源案例/核心文档/全量公司横向总表.md,horizontal-b004-select-sto_pcs_ems_control-02,| 300827 | [上能电气](公司/上能电气.md) | 储能 | 储能变流器与能量管理 | `T1_DIRECT_MEASURABLE` / 2 | `EVF-B004-COMPANY-020` | 收入/利润/份额 `UNKNOWN` |,DIRECT_FACT,EVF-B004-COMPANY-020,S-B004-AR-1225169447,ana-data/cases/新能源案例/converted/qualification_filings_BATCH004/1225169447_BATCH004.txt,PDF_PAGE 13,SUPPORT,机械入选只证明直接业务暴露。,DRAFT_FOR_CONSOLIDATED_INDEPENDENT_EXECUTION_OUTPUT_REVIEW,DRAFT_FOR_REVIEW B004-CEM-0105,TASK-NEWENERGY-POWER-EQUIPMENT-STORAGE-CONTENT-SPRINT-20260813-001,ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001,BATCH-004,RUN-ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001-BATCH-004-001,ana-data/cases/新能源案例/核心文档/全量公司横向总表.md,horizontal-b004-select-sto_integration_thermal_safety-03,| 300902 | [国安达](公司/国安达.md) | 储能 | 储能系统集成与热消防安全 | `T1_DIRECT_MEASURABLE` / 3 | `EVF-B004-COMPANY-018` | 收入/利润/份额 `UNKNOWN` |,DIRECT_FACT,EVF-B004-COMPANY-018,S-B004-AR-1225213446,ana-data/cases/新能源案例/converted/qualification_filings_BATCH004/1225213446_BATCH004.txt,PDF_PAGE 16,SUPPORT,机械入选只证明直接业务暴露。,DRAFT_FOR_CONSOLIDATED_INDEPENDENT_EXECUTION_OUTPUT_REVIEW,DRAFT_FOR_REVIEW B004-CEM-0106,TASK-NEWENERGY-POWER-EQUIPMENT-STORAGE-CONTENT-SPRINT-20260813-001,ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001,BATCH-004,RUN-ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001-BATCH-004-001,ana-data/cases/新能源案例/核心文档/全量公司横向总表.md,horizontal-b004-select-pwr_power_electronics_flex_dc-01,| 600089 | [特变电工](公司/特变电工.md) | 电力设备与新型电力系统 | 电力电子与柔性直流 | `T1_DIRECT_MEASURABLE` / 1 | `EVF-B004-COMPANY-004` | 收入/利润/份额 `UNKNOWN` |,DIRECT_FACT,EVF-B004-COMPANY-004,S-B004-AR-1225105816,ana-data/cases/新能源案例/converted/qualification_filings_BATCH004/1225105816_BATCH004.txt,PDF_PAGE 12,SUPPORT,机械入选只证明直接业务暴露。,DRAFT_FOR_CONSOLIDATED_INDEPENDENT_EXECUTION_OUTPUT_REVIEW,DRAFT_FOR_REVIEW B004-CEM-0107,TASK-NEWENERGY-POWER-EQUIPMENT-STORAGE-CONTENT-SPRINT-20260813-001,ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001,BATCH-004,RUN-ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001-BATCH-004-001,ana-data/cases/新能源案例/核心文档/全量公司横向总表.md,horizontal-b004-select-pwr_primary_equipment-02,| 600089 | [特变电工](公司/特变电工.md) | 电力设备与新型电力系统 | 输变配电一次设备 | `T1_DIRECT_MEASURABLE` / 2 | `EVF-B004-COMPANY-008` | 收入/利润/份额 `UNKNOWN` |,DIRECT_FACT,EVF-B004-COMPANY-008,S-B004-AR-1225105816,ana-data/cases/新能源案例/converted/qualification_filings_BATCH004/1225105816_BATCH004.txt,PDF_PAGE 12,SUPPORT,机械入选只证明直接业务暴露。,DRAFT_FOR_CONSOLIDATED_INDEPENDENT_EXECUTION_OUTPUT_REVIEW,DRAFT_FOR_REVIEW B004-CEM-0108,TASK-NEWENERGY-POWER-EQUIPMENT-STORAGE-CONTENT-SPRINT-20260813-001,ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001,BATCH-004,RUN-ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001-BATCH-004-001,ana-data/cases/新能源案例/核心文档/全量公司横向总表.md,horizontal-b004-select-pwr_power_electronics_flex_dc-03,| 600268 | [国电南自](公司/国电南自.md) | 电力设备与新型电力系统 | 电力电子与柔性直流 | `T1_DIRECT_MEASURABLE` / 3 | `EVF-B004-COMPANY-006` | 收入/利润/份额 `UNKNOWN` |,DIRECT_FACT,EVF-B004-COMPANY-006,S-B004-AR-1225034202,ana-data/cases/新能源案例/converted/qualification_filings_BATCH004/1225034202_BATCH004.txt,PDF_PAGE 16,SUPPORT,机械入选只证明直接业务暴露。,DRAFT_FOR_CONSOLIDATED_INDEPENDENT_EXECUTION_OUTPUT_REVIEW,DRAFT_FOR_REVIEW B004-CEM-0109,TASK-NEWENERGY-POWER-EQUIPMENT-STORAGE-CONTENT-SPRINT-20260813-001,ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001,BATCH-004,RUN-ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001-BATCH-004-001,ana-data/cases/新能源案例/核心文档/全量公司横向总表.md,horizontal-b004-select-pwr_secondary_automation-01,| 600406 | [国电南瑞](公司/国电南瑞.md) | 电力设备与新型电力系统 | 二次设备与保护自动化 | `T1_DIRECT_MEASURABLE` / 1 | `EVF-B004-COMPANY-010` | 收入/利润/份额 `UNKNOWN` |,DIRECT_FACT,EVF-B004-COMPANY-010,S-B004-AR-1225257886,ana-data/cases/新能源案例/converted/qualification_filings_BATCH004/1225257886_BATCH004.txt,PDF_PAGE 18,SUPPORT,机械入选只证明直接业务暴露。,DRAFT_FOR_CONSOLIDATED_INDEPENDENT_EXECUTION_OUTPUT_REVIEW,DRAFT_FOR_REVIEW B004-CEM-0110,TASK-NEWENERGY-POWER-EQUIPMENT-STORAGE-CONTENT-SPRINT-20260813-001,ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001,BATCH-004,RUN-ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001-BATCH-004-001,ana-data/cases/新能源案例/核心文档/全量公司横向总表.md,horizontal-b004-select-pwr_secondary_automation-02,| 600525 | [ST长园](公司/ST长园.md) | 电力设备与新型电力系统 | 二次设备与保护自动化 | `T1_DIRECT_MEASURABLE` / 2 | `EVF-B004-COMPANY-011` | 收入/利润/份额 `UNKNOWN` |,DIRECT_FACT,EVF-B004-COMPANY-011,S-B004-AR-1225244909,ana-data/cases/新能源案例/converted/qualification_filings_BATCH004/1225244909_BATCH004.txt,PDF_PAGE 42,SUPPORT,机械入选只证明直接业务暴露。,DRAFT_FOR_CONSOLIDATED_INDEPENDENT_EXECUTION_OUTPUT_REVIEW,DRAFT_FOR_REVIEW B004-CEM-0111,TASK-NEWENERGY-POWER-EQUIPMENT-STORAGE-CONTENT-SPRINT-20260813-001,ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001,BATCH-004,RUN-ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001-BATCH-004-001,ana-data/cases/新能源案例/核心文档/全量公司横向总表.md,horizontal-b004-select-pwr_primary_equipment-03,| 601179 | [中国西电](公司/中国西电.md) | 电力设备与新型电力系统 | 输变配电一次设备 | `T1_DIRECT_MEASURABLE` / 3 | `EVF-B004-COMPANY-009` | 收入/利润/份额 `UNKNOWN` |,DIRECT_FACT,EVF-B004-COMPANY-009,S-B004-AR-1225094842,ana-data/cases/新能源案例/converted/qualification_filings_BATCH004/1225094842_BATCH004.txt,PDF_PAGE 15,SUPPORT,机械入选只证明直接业务暴露。,DRAFT_FOR_CONSOLIDATED_INDEPENDENT_EXECUTION_OUTPUT_REVIEW,DRAFT_FOR_REVIEW B004-CEM-0112,TASK-NEWENERGY-POWER-EQUIPMENT-STORAGE-CONTENT-SPRINT-20260813-001,ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001,BATCH-004,RUN-ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001-BATCH-004-001,ana-data/cases/新能源案例/核心文档/全量公司横向总表.md,horizontal-b004-select-pwr_distribution_digital_microgrid-01,| 601222 | [林洋能源](公司/林洋能源.md) | 电力设备与新型电力系统 | 智能配电网与微网数字化 | `T1_DIRECT_MEASURABLE` / 1 | `EVF-B004-COMPANY-001` | 收入/利润/份额 `UNKNOWN` |,DIRECT_FACT,EVF-B004-COMPANY-001,S-B004-AR-1225262743,ana-data/cases/新能源案例/converted/qualification_filings_BATCH004/1225262743_BATCH004.txt,PDF_PAGE 16,SUPPORT,机械入选只证明直接业务暴露。,DRAFT_FOR_CONSOLIDATED_INDEPENDENT_EXECUTION_OUTPUT_REVIEW,DRAFT_FOR_REVIEW B004-CEM-0113,TASK-NEWENERGY-POWER-EQUIPMENT-STORAGE-CONTENT-SPRINT-20260813-001,ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001,BATCH-004,RUN-ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001-BATCH-004-001,ana-data/cases/新能源案例/核心文档/全量公司横向总表.md,horizontal-b004-select-sto_project_operation_market-01,| 601222 | [林洋能源](公司/林洋能源.md) | 储能 | 储能电站建设运营与市场机制 | `T1_DIRECT_MEASURABLE` / 1 | `EVF-B004-COMPANY-022` | 收入/利润/份额 `UNKNOWN` |,DIRECT_FACT,EVF-B004-COMPANY-022,S-B004-AR-1225262743,ana-data/cases/新能源案例/converted/qualification_filings_BATCH004/1225262743_BATCH004.txt,PDF_PAGE 18,SUPPORT,机械入选只证明直接业务暴露。,DRAFT_FOR_CONSOLIDATED_INDEPENDENT_EXECUTION_OUTPUT_REVIEW,DRAFT_FOR_REVIEW B004-CEM-0114,TASK-NEWENERGY-POWER-EQUIPMENT-STORAGE-CONTENT-SPRINT-20260813-001,ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001,BATCH-004,RUN-ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001-BATCH-004-001,ana-data/cases/新能源案例/核心文档/全量公司横向总表.md,horizontal-b004-select-sto_project_operation_market-03,| 601778 | [晶科科技](公司/晶科科技.md) | 储能 | 储能电站建设运营与市场机制 | `T1_DIRECT_MEASURABLE` / 3 | `EVF-B004-COMPANY-024` | 收入/利润/份额 `UNKNOWN` |,DIRECT_FACT,EVF-B004-COMPANY-024,S-B004-AR-1225246612,ana-data/cases/新能源案例/converted/qualification_filings_BATCH004/1225246612_BATCH004.txt,PDF_PAGE 14,SUPPORT,机械入选只证明直接业务暴露。,DRAFT_FOR_CONSOLIDATED_INDEPENDENT_EXECUTION_OUTPUT_REVIEW,DRAFT_FOR_REVIEW B004-CEM-0115,TASK-NEWENERGY-POWER-EQUIPMENT-STORAGE-CONTENT-SPRINT-20260813-001,ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001,BATCH-004,RUN-ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001-BATCH-004-001,ana-data/cases/新能源案例/核心文档/全量公司横向总表.md,horizontal-b004-select-sto_project_operation_market-02,| 601985 | [中国核电](公司/中国核电.md) | 储能 | 储能电站建设运营与市场机制 | `T1_DIRECT_MEASURABLE` / 2 | `EVF-B004-COMPANY-023` | 收入/利润/份额 `UNKNOWN` |,DIRECT_FACT,EVF-B004-COMPANY-023,S-B004-AR-1225257680,ana-data/cases/新能源案例/converted/qualification_filings_BATCH004/1225257680_BATCH004.txt,PDF_PAGE 48,SUPPORT,机械入选只证明直接业务暴露。,DRAFT_FOR_CONSOLIDATED_INDEPENDENT_EXECUTION_OUTPUT_REVIEW,DRAFT_FOR_REVIEW B004-CEM-0116,TASK-NEWENERGY-POWER-EQUIPMENT-STORAGE-CONTENT-SPRINT-20260813-001,ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001,BATCH-004,RUN-ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001-BATCH-004-001,ana-data/cases/新能源案例/核心文档/全量公司横向总表.md,horizontal-b004-select-pwr_distribution_digital_microgrid-02,| 688330 | [宏力达](公司/宏力达.md) | 电力设备与新型电力系统 | 智能配电网与微网数字化 | `T1_DIRECT_MEASURABLE` / 2 | `EVF-B004-COMPANY-002` | 收入/利润/份额 `UNKNOWN` |,DIRECT_FACT,EVF-B004-COMPANY-002,S-B004-AR-1225149657,ana-data/cases/新能源案例/converted/qualification_filings_BATCH004/1225149657_BATCH004.txt,PDF_PAGE 23,SUPPORT,机械入选只证明直接业务暴露。,DRAFT_FOR_CONSOLIDATED_INDEPENDENT_EXECUTION_OUTPUT_REVIEW,DRAFT_FOR_REVIEW B004-CEM-0117,TASK-NEWENERGY-POWER-EQUIPMENT-STORAGE-CONTENT-SPRINT-20260813-001,ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001,BATCH-004,RUN-ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001-BATCH-004-001,ana-data/cases/新能源案例/核心文档/全量公司横向总表.md,horizontal-b004-select-sto_pcs_ems_control-01,| 688348 | [昱能科技](公司/昱能科技.md) | 储能 | 储能变流器与能量管理 | `T1_DIRECT_MEASURABLE` / 1 | `EVF-B004-COMPANY-019` | 收入/利润/份额 `UNKNOWN` |,DIRECT_FACT,EVF-B004-COMPANY-019,S-B004-AR-1225259857,ana-data/cases/新能源案例/converted/qualification_filings_BATCH004/1225259857_BATCH004.txt,PDF_PAGE 32,SUPPORT,机械入选只证明直接业务暴露。,DRAFT_FOR_CONSOLIDATED_INDEPENDENT_EXECUTION_OUTPUT_REVIEW,DRAFT_FOR_REVIEW B004-CEM-0118,TASK-NEWENERGY-POWER-EQUIPMENT-STORAGE-CONTENT-SPRINT-20260813-001,ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001,BATCH-004,RUN-ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001-BATCH-004-001,ana-data/cases/新能源案例/核心文档/全量公司横向总表.md,horizontal-b004-select-sto_integration_thermal_safety-01,| 688411 | [海博思创](公司/海博思创.md) | 储能 | 储能系统集成与热消防安全 | `T1_DIRECT_MEASURABLE` / 1 | `EVF-B004-COMPANY-016` | 收入/利润/份额 `UNKNOWN` |,DIRECT_FACT,EVF-B004-COMPANY-016,S-B004-AR-1225243730,ana-data/cases/新能源案例/converted/qualification_filings_BATCH004/1225243730_BATCH004.txt,PDF_PAGE 36,SUPPORT,机械入选只证明直接业务暴露。,DRAFT_FOR_CONSOLIDATED_INDEPENDENT_EXECUTION_OUTPUT_REVIEW,DRAFT_FOR_REVIEW B004-CEM-0119,TASK-NEWENERGY-POWER-EQUIPMENT-STORAGE-CONTENT-SPRINT-20260813-001,ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001,BATCH-004,RUN-ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001-BATCH-004-001,ana-data/cases/新能源案例/核心文档/全量公司横向总表.md,horizontal-b004-select-sto_cell_dc_system-01,| 688599 | [天合光能](公司/天合光能.md) | 储能 | 储能电芯与直流侧系统 | `T1_DIRECT_MEASURABLE` / 1 | `EVF-B004-COMPANY-013` | 收入/利润/份额 `UNKNOWN` |,DIRECT_FACT,EVF-B004-COMPANY-013,S-B004-AR-1225263857,ana-data/cases/新能源案例/converted/qualification_filings_BATCH004/1225263857_BATCH004.txt,PDF_PAGE 17,SUPPORT,机械入选只证明直接业务暴露。,DRAFT_FOR_CONSOLIDATED_INDEPENDENT_EXECUTION_OUTPUT_REVIEW,DRAFT_FOR_REVIEW B004-CEM-0120,TASK-NEWENERGY-POWER-EQUIPMENT-STORAGE-CONTENT-SPRINT-20260813-001,ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001,BATCH-004,RUN-ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001-BATCH-004-001,ana-data/cases/新能源案例/核心文档/重点专题/储能技术路线、系统边界与收益机制_重点研究.md,topic-storage-evf-b004-mkt-sto-001,- 直接事实:2025年末全国已建成投运新型储能达到1.36亿千瓦/3.51亿千瓦时,平均时长2.58小时。,DIRECT_FACT,EVF-B004-MKT-STO-001,S-B004-NEA-STORAGE-2025-PRESS,ana-data/cases/新能源案例/converted/official_industry_BATCH004/S-B004-NEA-STORAGE-2025-PRESS_BATCH004.txt,14,SUPPORT,REALIZED_NATIONAL_INSTALLED_POWER_ENERGY_AND_DURATION;MW_MWh_NOT_INTERCHANGEABLE,DRAFT_FOR_CONSOLIDATED_INDEPENDENT_EXECUTION_OUTPUT_REVIEW,DRAFT_FOR_REVIEW B004-CEM-0121,TASK-NEWENERGY-POWER-EQUIPMENT-STORAGE-CONTENT-SPRINT-20260813-001,ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001,BATCH-004,RUN-ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001-BATCH-004-001,ana-data/cases/新能源案例/核心文档/重点专题/储能技术路线、系统边界与收益机制_重点研究.md,topic-storage-evf-b004-mkt-sto-002,- 直接事实:截至2025年末,10万千瓦及以上项目装机占比72%,4小时及以上项目装机占比27.6%。,DIRECT_FACT,EVF-B004-MKT-STO-002,S-B004-NEA-STORAGE-2025-PRESS,ana-data/cases/新能源案例/converted/official_industry_BATCH004/S-B004-NEA-STORAGE-2025-PRESS_BATCH004.txt,17,SUPPORT,REALIZED_NATIONAL_PROJECT_STRUCTURE_NOT_COMPANY_SHARE,DRAFT_FOR_CONSOLIDATED_INDEPENDENT_EXECUTION_OUTPUT_REVIEW,DRAFT_FOR_REVIEW B004-CEM-0122,TASK-NEWENERGY-POWER-EQUIPMENT-STORAGE-CONTENT-SPRINT-20260813-001,ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001,BATCH-004,RUN-ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001-BATCH-004-001,ana-data/cases/新能源案例/核心文档/重点专题/储能技术路线、系统边界与收益机制_重点研究.md,topic-storage-evf-b004-mkt-sto-003,- 直接事实:2025年末独立储能累计装机占比51.2%,锂离子电池储能装机占比96.1%。,DIRECT_FACT,EVF-B004-MKT-STO-003,S-B004-NEA-STORAGE-2025-PRESS,ana-data/cases/新能源案例/converted/official_industry_BATCH004/S-B004-NEA-STORAGE-2025-PRESS_BATCH004.txt,17,SUPPORT,REALIZED_NATIONAL_STRUCTURE_NOT_COMPANY_COMPETITIVE_POSITION,DRAFT_FOR_CONSOLIDATED_INDEPENDENT_EXECUTION_OUTPUT_REVIEW,DRAFT_FOR_REVIEW B004-CEM-0123,TASK-NEWENERGY-POWER-EQUIPMENT-STORAGE-CONTENT-SPRINT-20260813-001,ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001,BATCH-004,RUN-ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001-BATCH-004-001,ana-data/cases/新能源案例/核心文档/重点专题/储能技术路线、系统边界与收益机制_重点研究.md,topic-storage-evf-b004-mkt-sto-004,- 直接事实:2025年全国新型储能等效利用小时数为1195小时。,DIRECT_FACT,EVF-B004-MKT-STO-004,S-B004-NEA-STORAGE-2025-PRESS,ana-data/cases/新能源案例/converted/official_industry_BATCH004/S-B004-NEA-STORAGE-2025-PRESS_BATCH004.txt,18,SUPPORT,PRELIMINARY_NATIONAL_UTILIZATION_NOT_PROJECT_REVENUE,DRAFT_FOR_CONSOLIDATED_INDEPENDENT_EXECUTION_OUTPUT_REVIEW,DRAFT_FOR_REVIEW B004-CEM-0124,TASK-NEWENERGY-POWER-EQUIPMENT-STORAGE-CONTENT-SPRINT-20260813-001,ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001,BATCH-004,RUN-ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001-BATCH-004-001,ana-data/cases/新能源案例/核心文档/重点专题/储能技术路线、系统边界与收益机制_重点研究.md,topic-storage-evf-b004-pol-mkt-001,- 直接事实:电力辅助服务市场规则明确新型经营主体包括储能企业、虚拟电厂、智能微电网和车网互动运营企业。,DIRECT_FACT,EVF-B004-POL-MKT-001,S-B004-NDRC-AUXILIARY-MARKET-2025,ana-data/cases/新能源案例/converted/official_industry_BATCH004/S-B004-NDRC-AUXILIARY-MARKET-2025_BATCH004.txt,PDF_PAGE 3,SUPPORT,MARKET_MEMBERSHIP_DEFINITION_NOT_AUTOMATIC_QUALIFICATION_OR_REVENUE,DRAFT_FOR_CONSOLIDATED_INDEPENDENT_EXECUTION_OUTPUT_REVIEW,DRAFT_FOR_REVIEW B004-CEM-0125,TASK-NEWENERGY-POWER-EQUIPMENT-STORAGE-CONTENT-SPRINT-20260813-001,ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001,BATCH-004,RUN-ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001-BATCH-004-001,ana-data/cases/新能源案例/核心文档/重点专题/储能技术路线、系统边界与收益机制_重点研究.md,topic-storage-evf-b004-std-sto-001,- 直接事实:GB/T 44767-2024 的标准名称为《电化学储能电站安全监测信息系统技术导则》。,DIRECT_FACT,EVF-B004-STD-STO-001,S-B004-SAMR-ESS-SAFETY-MONITOR-44767,ana-data/cases/新能源案例/converted/official_industry_BATCH004/S-B004-SAMR-ESS-SAFETY-MONITOR-44767_BATCH004.txt,HTML_LINE 14-16,SUPPORT,STANDARD_EXISTENCE_ONLY_NOT_PRODUCT_CERTIFICATION,DRAFT_FOR_CONSOLIDATED_INDEPENDENT_EXECUTION_OUTPUT_REVIEW,DRAFT_FOR_REVIEW B004-CEM-0126,TASK-NEWENERGY-POWER-EQUIPMENT-STORAGE-CONTENT-SPRINT-20260813-001,ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001,BATCH-004,RUN-ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001-BATCH-004-001,ana-data/cases/新能源案例/核心文档/重点专题/电力设备、新型电力系统与新能源消纳_重点研究.md,topic-power-evf-b004-pol-pwr-001,- 直接事实:指导意见提出主干电网、配电网和智能微电网协同发展的新型电网平台。,DIRECT_FACT,EVF-B004-POL-PWR-001,S-B004-NEA-GRID-HIGH-QUALITY-2025,ana-data/cases/新能源案例/converted/official_industry_BATCH004/S-B004-NEA-GRID-HIGH-QUALITY-2025_BATCH004.txt,HTML_LINE 20-26,SUPPORT,POLICY_TARGET_AND_FRAMEWORK_NOT_REALIZED_MARKET_SIZE,DRAFT_FOR_CONSOLIDATED_INDEPENDENT_EXECUTION_OUTPUT_REVIEW,DRAFT_FOR_REVIEW B004-CEM-0127,TASK-NEWENERGY-POWER-EQUIPMENT-STORAGE-CONTENT-SPRINT-20260813-001,ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001,BATCH-004,RUN-ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001-BATCH-004-001,ana-data/cases/新能源案例/核心文档/重点专题/电力设备、新型电力系统与新能源消纳_重点研究.md,topic-power-evf-b004-pol-pwr-002,- 直接事实:指导意见提出推进配电网柔性化、智能化、数字化转型并支持分布式独立储能。,DIRECT_FACT,EVF-B004-POL-PWR-002,S-B004-NEA-GRID-HIGH-QUALITY-2025,ana-data/cases/新能源案例/converted/official_industry_BATCH004/S-B004-NEA-GRID-HIGH-QUALITY-2025_BATCH004.txt,HTML_LINE 29,SUPPORT,POLICY_DIRECTION_NOT_COMPANY_ORDER,DRAFT_FOR_CONSOLIDATED_INDEPENDENT_EXECUTION_OUTPUT_REVIEW,DRAFT_FOR_REVIEW B004-CEM-0128,TASK-NEWENERGY-POWER-EQUIPMENT-STORAGE-CONTENT-SPRINT-20260813-001,ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001,BATCH-004,RUN-ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001-BATCH-004-001,ana-data/cases/新能源案例/核心文档/重点专题/电力设备、新型电力系统与新能源消纳_重点研究.md,topic-power-evf-b004-pol-pwr-003,- 直接事实:指导意见列明大容量柔性直流、大容量断路器等技术研发应用方向。,DIRECT_FACT,EVF-B004-POL-PWR-003,S-B004-NEA-GRID-HIGH-QUALITY-2025,ana-data/cases/新能源案例/converted/official_industry_BATCH004/S-B004-NEA-GRID-HIGH-QUALITY-2025_BATCH004.txt,HTML_LINE 41,SUPPORT,POLICY_R_AND_D_DIRECTION_NOT_REALIZED_DELIVERY,DRAFT_FOR_CONSOLIDATED_INDEPENDENT_EXECUTION_OUTPUT_REVIEW,DRAFT_FOR_REVIEW B004-CEM-0129,TASK-NEWENERGY-POWER-EQUIPMENT-STORAGE-CONTENT-SPRINT-20260813-001,ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001,BATCH-004,RUN-ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001-BATCH-004-001,ana-data/cases/新能源案例/核心文档/重点专题/电力设备、新型电力系统与新能源消纳_重点研究.md,topic-power-evf-b004-pol-mkt-001,- 直接事实:电力辅助服务市场规则明确新型经营主体包括储能企业、虚拟电厂、智能微电网和车网互动运营企业。,DIRECT_FACT,EVF-B004-POL-MKT-001,S-B004-NDRC-AUXILIARY-MARKET-2025,ana-data/cases/新能源案例/converted/official_industry_BATCH004/S-B004-NDRC-AUXILIARY-MARKET-2025_BATCH004.txt,PDF_PAGE 3,SUPPORT,MARKET_MEMBERSHIP_DEFINITION_NOT_AUTOMATIC_QUALIFICATION_OR_REVENUE,DRAFT_FOR_CONSOLIDATED_INDEPENDENT_EXECUTION_OUTPUT_REVIEW,DRAFT_FOR_REVIEW B004-CEM-0130,TASK-NEWENERGY-POWER-EQUIPMENT-STORAGE-CONTENT-SPRINT-20260813-001,ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001,BATCH-004,RUN-ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001-BATCH-004-001,ana-data/cases/新能源案例/核心文档/重点专题/电力设备、新型电力系统与新能源消纳_重点研究.md,topic-power-evf-b004-pol-mkt-002,- 直接事实:辅助服务市场按“谁提供、谁获利,谁受益、谁承担”原则完善价格形成和费用传导。,DIRECT_FACT,EVF-B004-POL-MKT-002,S-B004-NDRC-AUXILIARY-MARKET-2025,ana-data/cases/新能源案例/converted/official_industry_BATCH004/S-B004-NDRC-AUXILIARY-MARKET-2025_BATCH004.txt,PDF_PAGE 2,SUPPORT,RULE_PRINCIPLE_NOT_PROJECT_CASHFLOW,DRAFT_FOR_CONSOLIDATED_INDEPENDENT_EXECUTION_OUTPUT_REVIEW,DRAFT_FOR_REVIEW