能源漫游·[能源新发现] 第22期 | 沙特20亿美金重注土耳其光储，欧盟调频规则延期博弈电网安全红线

2026年2月6日▌热点赛道简报固态电池* 特斯拉干电极工艺实现规模化生产* 光年引擎发布全球首款全场景全固态电池核聚变* “洪荒70”托卡马克装置实现1337秒稳态运行* 紧凑型核聚变装置BEST底部冷屏侧环体成功安装，迈向PIT READY目标* 中国核聚变形成“国家队+民营资本”双轮驱动有色金属* 河钢资源南非子公司因洪灾暂停采矿，预计影响铜产品生产约2个月* LME与SHFE铜库存持续上升，1.27万吨铜涌入亚洲仓库，引发需求担忧* 中国电解铝产能逼近“天花板”：受4500万吨红线约束，新增产能管控持续收紧。（友情提示：投资有风险，入市需谨慎）▌新闻主体亚太与中东* 印度尼西亚：与日本举行第九次AZEC专家会议，提速地热电站及爪哇—苏门答腊跨海输电项目。* 印度：储能拍卖规模突破25GWh，光储电价拍出历史新低，低价竞标引发长期履约可行性担忧。*...去小宇宙查看完整单集简介在小宇宙查看该单集文稿

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能源漫游·[能源新发现] 第22期 | 沙特20亿美金重注土耳其光储，欧盟调频规则延期博弈电网安全红线

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