能源漫游·[能源新发现] 第24期 | 中国统一电力市场2030蓝图落槌，欧洲升级波形监测防御电网振荡风险

2026年2月13日▌热点赛道简报固态电池* 国家标准征求意见稿编制完成：固态电池《术语和分类》标准征求意见稿已定稿，多家头部企业核心材料实现十吨级批量出货，。* 全固态产线落地：产业链通过工艺革新降低生产成本，首批样件已进入整车验证阶段，带动上游核心材料市场估值重塑。有色金属及贵金属* 刚果（金）锁定钴出口配额：核心产区政策收紧导致全球钴供应出现结构性缺口，下游三元前驱体厂商成本压力抬升。* 全球央行持续购金：黄金作为避险资产地位进一步强化，储备格局的重塑正通过金融溢出效应，深刻影响大宗能源商品的底层定价逻辑。▌新闻主体亚太地区* 中国：国务院办公厅发布《关于完善全国统一电力市场体系的实施意见》，明确2030年市场化交易电量占比达 70%，新能源全面进入电力市场。* 东南亚：柬、马、泰、越四国光伏产品面临700亿美元追溯关税风险，美国司法部撤回政策背书，出海企业遭遇...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24期 | 中国统一电力市场2030蓝图落槌，欧洲升级波形监测防御电网振荡风险

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