行家说储能 2025年，中国工商业储能行业迎来深度变革的关键节点，政策与市场的双重变量正在加速行业价值逻辑的重构。 随着 136号文推动新能源全面入市、394号文加速电力现货市场建设，新型储能正从政策驱动向市场化价值转型。同时，全国多地分时电价机制调整，峰谷价差普遍 收窄，传统依赖单一峰谷套利的工商业储能模式面临根本性挑战；叠加居高不下的运维成本和频发的安全风险等，曾经依靠硬件堆砌的玩家们集体陷入"收益不确定 性"的焦虑中。 当"政策红利期"终结，"能力竞争期"开启，企业必须依靠技术创新、运营效率与生态协同等内生能力"真刀真枪"角逐。 破局的关键，在于谁能率先破解"收益-运维- 安全"的三重困局，谁就能在新周期中掌握主动权。 今年SNEC展会上，弘正储能推出的"储无忧"产品，正提供了这样的破局思路：通过"软硬件+服务"一站式模式，构建覆盖"收益无忧、运维无忧、安全无忧"的全链 路解决方案，为行业突围提供了关键路径。 ▋ 不确定性时代，如何锁定收益？ 在工商业储能的投资逻辑中，收益始终是最核心的命题，但这一命题的变量正经历深刻演变：电力市场化改革加速，峰谷价差波动加剧、现货交易试点扩大，传统 峰谷套利空间被压缩 ...

该项目预计2025年11月30日投运竣工，计划9月30日前实现首批单元投产，总建设工期预计120天。二期将增建至 400MW/1000MWh ，采用220kV变电 站接入，并新建风电、光伏发电、智慧充换电等相关绿色能源项目，最终在广元形成源、网、荷、储、充一体化模式的区域微电网。 当前，在政策、市场及机制三重变革叠加下，四川迎来工商业储能投资的黄金期。据悉截至5月，四川省备案用户侧新型储能项目已超过200个。另据行家说 储能不完全统计，今年四川各类工商业储能项目（中标/开工/在建/投运）容量已近1GWh。 ▋ 428.48MWh用户侧储能项目开工 据今日西南网站消息，7月30日鹏辉能源&四川中孚—— 107.12MW/428.48MWh 绿色水电率铝用户侧储能项目开工。 图为：广元市发改委、广元市经信局、广元经开区、广元剑阁县、广元发展集团、国网广元供电公司、华能四川新能源、河南中孚实业股份、广州鹏辉能源、博眉启明星铝业、阿坝铝厂、广元弘 昌晟铝业、四川泽丰电力等有关单位到场参与。 该项目由鹏辉能源与国内绿色水电铝整体搬迁先河开创者、中孚实业旗下子公司四川中孚科技发展有限公司联合开发。双方将合作开发电解铝行业 ...

行家说储能 Elementa 2 日前 ，行家说储能报道了中车集团、天合光能、海辰储能3家储能爆单（ 点这里 ）。 今日，又有3家企业公布了重要订单，订单规模超2GWh：天合光能在罗马尼亚又签下首单，进一步布局东欧市场；华为数字能源为西班牙项目提供储能系 统； Fluence 签下其在澳洲最大储能项目。 ▋ 天合光能：拿下罗马尼亚首个储能项目 日前，继在东欧立陶宛拿下3个总计180MWh的储能订单后，天合光能又签一单。天合光能通过与 罗马尼亚本土上市公司Visual Fan 子公司Allview的储能项 目合作，正式进入罗马尼亚市场。 据了解， 该项目位于罗马尼亚中部托普利察，容量为65MWh，将由天合光能提供直流侧的完整解决方案，包括16台新一代电池舱—— Elementa 2 ， Allview将担任整个交流侧的系统集成商，涵盖PCS和中压（MV）基础设施。 此前7月10日，Visual Fan通过旗下子公司Allview与Renovatio Trading签署一份价值920万欧元的储能EPC合同。根据合同，Visual Fan将在7个月内在 哈 尔吉塔县 （Harghita）托普利察乡（Toplita） ...

行家说储能 7月31日， 国家能源局举行新闻发布会，发布上半年全国能源形势、上半年可再生能源并网运行情况，介绍迎峰度夏电力供需总体情况，发布《中国新型储 能发展报告（2025）》。 《报告》主要包括三部分内容： ▋ 新型储能累计装机222GWh 据新闻发布会相关发言人介绍， 2025年上半年，新型储能保持平稳较快发展态势。从装机规模来看，全国新型储能装机规模达到9491万千瓦/2.22亿千瓦 时，较2024年底增长约29%，新型储能保持平稳较快发展态势。 据国家能源局此前披露的数据， 截至2024年底，全国已建成投运新型储能项目累计装机规模达7376万千瓦/1.68亿千瓦时（73.76GW/168GWh），由此可推出2025年上半年新 型储能新增装机规模为21.15GW/54GWh 。 其中，内蒙古、新疆装机规模超过1000万千瓦，山东、江苏、宁夏装机规模超过500万千瓦。河北、浙江、云南、甘肃、广东、安徽、广西、山西、湖南、 河南、湖北、青海、贵州等13省区装机规模超过200万千瓦。 ▋ 三地占全国新增装机80%以上 一是从政策体系、装机规模、应用场景、技术创新、产业发展、标准体系等方面，系统总结2024年 ...

Core Viewpoint - CATL's performance in the first half of 2025 shows significant growth in battery sales, particularly in the energy storage segment, driven by global clean energy transitions and technological advancements in storage solutions [2][10][11]. Financial Performance - In H1 2025, CATL achieved revenue of 178.886 billion yuan, a year-on-year increase of 7.27%, with a net profit attributable to shareholders of 27.197 billion yuan, up 35.62% [4]. - The basic earnings per share reached 6.92 yuan, reflecting a growth of 33.08% [4]. Energy Storage Segment - Energy storage battery sales reached approximately 30 GWh in Q2, contributing to a total of about 55 GWh for H1 2025 [3][11]. - Revenue from energy storage systems was 28.4 billion yuan, a slight decline of 1.47% year-on-year, while the gross margin improved to 25.52%, an increase of 1.11% [7][4]. Market Demand and Orders - The energy storage market is experiencing rapid growth due to increased installation of wind and solar power, enhanced flexibility requirements in power systems, and advancements in storage technology [10]. - As of 2025, CATL has publicly disclosed energy storage-related orders totaling 47.6 GWh, primarily from overseas markets [12]. Production Capacity and Utilization - CATL's battery system production capacity was 345 GWh, with a utilization rate of 89.86%, up 13.53 percentage points from 2024 [15]. - The company is expanding its production capabilities both domestically and internationally, including partnerships with Tesla and ongoing projects in Hungary and Spain [16]. Research and Development - In H1 2025, CATL invested 10.095 billion yuan in R&D, marking a year-on-year increase of 17.48% [25]. - The company holds a total of 49,347 patents, with a significant number filed both domestically and internationally [25]. Product Innovations - CATL launched several new energy storage products, including various cell capacities and advanced storage systems designed for different applications [21][22][24].

Core Viewpoint - Recent developments in the energy storage sector have been marked by significant contracts and projects, with a total order capacity nearing 2GWh from three companies, indicating a robust growth trajectory in the industry [1][2]. Group 1: China CRRC - China CRRC announced contracts worth over 300 billion yuan, with approximately 40.3 billion yuan allocated for wind and energy storage equipment [2][3]. - The company has rapidly emerged in the energy storage sector, achieving a 200% year-on-year increase in installed capacity, reaching 12.67GWh in 2024 [4]. - In 2024, China CRRC secured an additional 56.1 billion yuan in orders for wind and solar storage projects [4]. Group 2: Trina Solar - Trina Solar's subsidiary, Trina Storage, successfully shipped a 1.2GWh energy storage system to Chile, marking its entry into the "GWh era" for overseas projects [5]. - The 1.2GWh liquid-cooled storage system will be deployed in the Atacama region of Chile, which is characterized by extreme environmental conditions [7]. - Chile's government plans to invest over $4.3 billion in energy storage projects from 2025 to 2029, with existing systems already accounting for 48% of the 2GW target for 2030 [8][9]. Group 3: Hicharge Energy - Hicharge Energy signed a cooperation agreement for a 720MWh energy storage project in the UK, which is one of the largest storage projects in the country [10][12]. - The project is set to be operational by 2027, with Hicharge providing a 5MWh DC storage system and customized integration solutions [12]. - Hicharge is also expanding its local presence in the UK through strategic partnerships and establishing a service and maintenance network [12][14].

Core Viewpoint - LG Energy Solution (LGES) has signed a $4.3 billion contract for lithium iron phosphate batteries, potentially supplying around 50 GWh, with Tesla as the likely customer, indicating a strategic shift in Tesla's supply chain away from reliance on Chinese suppliers [1][2][3]. Group 1: Contract Details - LGES signed a contract worth 5.9442 trillion KRW (approximately $4.3 billion) with a term from August 2027 to July 2030, with the possibility of a four-year extension [2]. - The contract value is estimated to be about one-fourth of LGES's projected sales for 2024 [2]. - The lithium iron phosphate batteries will be supplied from LGES's factory in Michigan, which is the only production base for this type of battery in North America [2][6]. Group 2: Tesla's Supply Chain Strategy - Tesla's energy business has been heavily reliant on Chinese suppliers, including CATL and BYD, for battery products [3]. - Due to U.S. tariffs on Chinese batteries, Tesla is accelerating the construction of a lithium iron phosphate battery cell manufacturing plant in Nevada, which will initially produce on a small scale [6]. - The potential production capacity gap at Tesla's plant, combined with tariff impacts, may have prompted the shift to LGES for battery supply [6]. Group 3: Competitive Landscape - LGES has a first-mover advantage in the U.S. lithium iron phosphate battery market, as competitors like Samsung SDI and SK On have not yet entered this space [8]. - LGES plans to increase its lithium iron phosphate production capacity in Michigan to 17 GWh by the end of 2025 and over 30 GWh by the end of next year, with large project developers already reserving this capacity [10]. - The recent HR1 legislation in the U.S. strengthens barriers against foreign entities entering the battery market, favoring companies with established domestic production capabilities like LGES [10].

Core Viewpoint - The article highlights the increasing demand for energy storage solutions driven by the surge in electricity consumption from data centers, with Google making significant investments in long-duration energy storage technologies to meet its clean energy goals by 2030 [1][2][3]. Group 1: Google's Strategic Moves - Google has established a long-term partnership with Energy Dome to deploy carbon dioxide battery technology, marking its first commercial transaction in long-duration energy storage [2][4]. - The collaboration aims to store renewable energy for up to 24 hours, supporting Google's target of achieving 100% clean energy for its data centers by 2030 [3][4]. - Google is also investing directly in Energy Dome to support the development of long-duration energy storage (LDES) technologies and is committed to policy changes to facilitate the deployment of these technologies [4][5]. Group 2: Data Center Energy Demand - The global electricity consumption of data centers is projected to reach 415 TWh in 2024, accounting for 1.5% of global electricity consumption, with an annual growth rate of 12%, expected to double by 2030 [7][10]. - Google's data center electricity usage has surged from 14.4 million MWh in 2020 to 30.8 million MWh in 2024, representing 95.8% of its total electricity consumption, with costs increasing sevenfold since 2014 [4][7]. Group 3: Energy Storage Market Dynamics - The demand for energy storage in data centers is becoming essential, with a projected compound annual growth rate of 76.3%, increasing from 10 GWh in 2024 to approximately 300 GWh by 2030 [10]. - The article notes that the technology landscape is diversifying, with Google betting on carbon dioxide battery technology, while other companies like Tesla and CATL focus on lithium-ion batteries [11][17][18]. Group 4: Technological Innovations - Energy Dome's carbon dioxide battery technology is claimed to outperform lithium-ion batteries in long-duration storage, with a target discharge time of 8-24 hours [13][14]. - Google believes that LDES technology can economically integrate more renewable energy into the power system, potentially saving $540 billion annually by 2040 if deployed at 8 TW globally [14][18].

Core Insights - Multiple companies have recently announced significant collaborations in the energy storage sector, totaling 4.874 GWh of storage orders [1] Group 1: South China Power Grid and Indonesia - South China Power Grid International (Hong Kong) has signed an agreement with Indonesia's state electricity company to jointly research energy storage development in Indonesia, focusing on five key areas: development planning, investment policies, pricing mechanisms, technical solutions, and safety standards [2][4] - This collaboration aims to enhance the efficiency of energy storage projects in Indonesia and accelerate its low-carbon transition, serving as a model for energy storage development in Southeast Asia [4] Group 2: Samsung SDI - Samsung SDI has won 2.574 GWh of energy storage orders by securing six out of eight projects in the first round of public bidding by the South Korean government [5] - The total project capacity is 3.39 GWh across various regions, with an estimated project value of approximately 1 trillion KRW (7.25 million USD, about 51.5 billion RMB) [5] - Samsung SDI's competitive edge in the bidding process was attributed to its advantages in non-price criteria, which accounted for 40% of the evaluation [5][6] Group 3: Fluence and Invenergy - Fluence has partnered with independent power producer Invenergy to construct the Hashknife project in Navajo County, Arizona, which includes 475 MW of solar power and 1.9 GWh of energy storage [7] - The project will be developed in two phases, with the first phase starting in 2024 and expected to be operational by 2026, while the second phase will begin this year and is expected to be operational by 2027 [8] - The project will utilize Fluence's Gridstack and Gridstack Pro lithium-ion storage solutions, with total economic investment projected at 53 million USD [9] Group 4: Tesla - Tesla is currently operating a 185 MW solar plus 400 MWh battery energy storage system (BESS) project in Lincoln County, Nevada [10] - In the second quarter of 2025, Tesla deployed 9.6 GWh of battery storage products, with a total deployment of approximately 20 GWh in the first half of the year [11] - Tesla's Shanghai Gigafactory has produced its 1,000th Megapack energy storage system in less than six months, which will be shipped to Europe [11]

Group 1: BYD Energy - BYD Energy signed a strategic cooperation agreement with CCS Wuhan to promote green ship technology standards innovation [2][5] - The collaboration aims to establish a joint laboratory for battery-powered ships, focusing on safety research, technical innovation, and industry standards [5][4] - CCS Wuhan is a key research institution responsible for drafting China's new energy ship regulations and participating in global maritime rules [4] Group 2: BOE Energy - BOE Energy, Chengdu High-tech Development, and Sichuan Chuan Investment Energy signed a strategic cooperation agreement to develop commercial energy storage [6][7] - The initial focus will be on new electrochemical storage and virtual power plant projects in Sichuan, enhancing energy supply stability and reducing electricity costs [10] - The project aims to support the construction of a zero-carbon park in Chengdu and address peak electricity demand challenges [10]