加储能群/咨询合作 ，请联系行家说Cindy：15989092696（微信同号） 就在昨日（2月5日），又有3企官宣储能新订单，总计规模达7GWh，其中有两个订单都涉及了独立储能项目。 具体来看，楚能新能源拿下2026年的第三个订单，规模达5GWh； 南都电源继签署希腊235MWh独立储能项目后，又获甘肃1.5GWh项目订单 ；阿特斯则斩获美国德 州503MWh储能订单，海外储能版图持续扩容。 ▋ 楚能新能源：再签5GWh合作协议 2月5日，楚能新能源与合孚智能签署战略合作协议，未来两年将向后者供应超过5GWh的储能产品，覆盖户用、工商业及电源侧/电网侧等全场景需求，并提供相应 技术支持与服务保障。 此次合作中，楚能新能源凭借其在储能电池技术研发、规模化制造与质量管控方面的综合能力，成为合孚智能的核心供应商。据其披露，楚能新能源自主研发的 314Ah、100Ah等储能电池产品，能全面满足合孚智能在多样化储能场景中的性能需求，为其项目交付提供坚实有力的硬件支撑。 据悉，合孚智能是安徽安孚电池科技股份有限公司的参股子公司，定位是面向全球的新能源电力电子及储能综合方案服务商，全力打造储能系统集成与"源网荷 储"整体 ...

Core Viewpoint - The energy storage industry is undergoing a fundamental shift in 2026, moving away from a fixed pricing model to a market-driven pricing mechanism, which presents unprecedented challenges for battery management systems (BMS) [2][7]. Group 1: Key Trends and BMS Responses - Trend 1: Deepening of the National Unified Power Market - BMS must develop "trustworthy measurement" capabilities as energy prices transition to real-time market dynamics, making SOC (State of Charge) and SOP (State of Power) data critical for profit and loss calculations [8][10]. - Trend 2: Entering the GWh Scale Era of Energy Storage - BMS needs "system-level coordination" capabilities to manage high-voltage environments and ensure safety and performance across entire energy storage systems [14][16]. - Trend 3: Scaling of Networked Energy Storage - BMS must possess "proactive collaboration" capabilities, transitioning from a protective role to actively defining and broadcasting real-time battery support capabilities [17][19]. - Trend 4: Large Capacity Cells Becoming Mainstream - BMS requires "precise management" and "safety net" capabilities to handle the challenges posed by large capacity cells, necessitating advanced monitoring and balancing techniques [20][22]. - Trend 5: Overseas Markets as Key Growth Areas - BMS must have "global compliance and localization" capabilities to succeed in international markets, requiring a comprehensive understanding of various certification standards [23][24]. Group 2: Company Response and Positioning - Leading companies like XieNeng Technology are responding to these trends by innovating in areas such as active balancing technology and high-voltage solutions, positioning themselves as key players in the evolving landscape [25][27]. - XieNeng Technology has developed advanced BMS products that enhance SOC estimation accuracy and have implemented dynamic balancing algorithms to address the challenges of large capacity cells [27][30]. - The company has established a global delivery capability, with its products and services covering over 60 countries and regions, demonstrating its readiness to meet international market demands [27][30]. Group 3: Future Implications for the Industry - The evolving role of BMS is critical for maximizing the value of energy storage assets in a competitive market, emphasizing the need for investment and focus on BMS technology [31][32]. - As the industry moves towards a more dynamic pricing model, the effectiveness of operational algorithms and business models will be increasingly constrained by the physical realities presented by BMS [31][32].

Core Insights - In January 2026, Chinese companies secured 24 energy storage orders, a 26% increase from 19 orders in the same month last year, with a total capacity of 37.013 GWh, up approximately 12% from 33 GWh year-on-year [2][5]. Group 1: Order Types and Capacities - Over 70% of the orders were for batteries, with 4 orders specifically for energy storage batteries/cells totaling 27.4 GWh, accounting for 74% of the total capacity [2]. - The largest order was a collaboration between Yiwei Lithium Energy and Shanghai Shenyu Loxie Energy Technology for a 20 GWh energy storage battery, which includes 10 GWh of large batteries and 10 GWh of cells [2]. - There were 17 orders for energy storage systems totaling 5.013 GWh, involving companies like Sungrow Power Supply, Hicharge Energy, Trina Solar, and others [2]. Group 2: Geographic Distribution of Orders - Domestic orders accounted for 6 orders with a total capacity of 24.7 GWh, primarily from Yiwei Lithium Energy, Trina Solar, and others [5]. - 75% of the orders were from overseas markets, covering regions such as Europe, Africa, Australia, South America, and Southeast Asia, including countries like Egypt, Finland, and Malaysia [5]. - Notably, the overseas orders included significant projects like a 250 MW/1000 MWh energy storage project in Italy and a 1 GWh integrated green energy project in Malaysia [3]. Group 3: Company Performance and Projections - Companies like Penghui Energy reported over 10 GWh in hand orders as of October 2025, with strong overseas performance exceeding initial targets [8]. - Trina Solar indicated that its energy storage business became profitable in 2025, with a shipment target of 15 to 16 GWh for 2026, and over 12 GWh in overseas orders [8]. - Far East Holdings disclosed a total contract amount of 594 million yuan for energy storage systems in January 2026, with contracts covering both China and Europe [8].

加储能群/咨询合作 ，请联系行家说Cindy：15989092696（微信同号） 日前，欣旺达发布《关于发行H股并上市的进展的公告》，再次向港交所递交上市申请，并更新了招股书。 行家说储能注意到，欣旺达于2025年7月30日首次向香港联交所递交了发行并上市的申请。根据香港联交所规则，H股招股书自递交之日起有效期为6个月，欣旺达 的申请在2026年1月30日自动失效。因此，欣旺达于当日重新提交申请。 此次二次递表是欣旺达对港股上市的持续推进，也同步披露了其最新储能业务数据——截至2025年11月30日止11个月，储能系统销量已达20GWh，对比去年同期 增幅近160%，展现出储能业务的增长势头。 ▋ 增长态势！2025年前三季储能系统营收超14亿 自成立以来，欣旺达以消费类电池业务起步，逐步拓展到动力类电池、储能系统及其他相关领域，形成了全面一体化的业务布局。 财务数据显示，2022、2023、2024年，以及截至2024年及2025年9月30日止九个月，欣旺达实现营收分别为521.62亿元、478.62亿元、560.21亿元、382.79亿 元、435.34亿元；毛利分别为62.85亿元、61.18亿元、82 ...

加储能群/咨询合作 ，请联系行家说Cindy：15989092696（微信同号） 进入2月，继宁德时代、远东股份拿下储能订单后（ 点这里 ），楚能新能源、永泰数能、LG新能源、三力士4家企业也接连官宣斩获海外储能大单，合计规模 超 15.5GWh ，业务版图覆盖欧洲、美国、沙特。 ▋ 楚能新能源：签署5.5GWh储能合作协议 2月3日，继1月签下埃及6GWh储能大单之后，楚能新能源再次签下海外大单，与沙特Al Rajhi Electrical、上海亿电通在沙特达曼签署储能战略合作协议，将向Al Rajhi Electrical供应总计 5.5GWh 的储能产品，用于中东市场的本地化生产与项目建设。 此外，早在2024年5月，Qcells就与LG新能源签订了总计4.8 GWh的电池采购协议，这些电池已安装其在美国各地开发的储能项目中。 ▋ 永泰数能：签270MWh大型独立储能项目 据悉，本次合作旨在积极响应沙特"2030愿景"中的能源转型战略，共同开拓中东储能市场。根据该协议，楚能将作为Al Rajhi Electrical 在储能领域的首家中国战略 合作伙伴，充分发挥在锂电池领域的研发实力与大规模制造优势，为 ...

加储能群/咨询合作 ，请联系行家说Cindy：15989092696（微信同号） 2026年达沃斯世界经济论坛的余波未散，一场共识正穿透喧嚣成为全球科技与能源界的新纲领：AI的未来，已不再取决于算法突破或芯片制程，而取决于最基础的 物理资源——电力。 更严峻的是，以AIDC为代表的高密度算力集群，正成为电网稳定性的新型挑战者。危机之中，储能，这一曾被视为备电，正被推向舞台中央，成为平衡AI算力爆 发与电网稳定运行之间的关键缓冲器、调度器与赋能者。 一场围绕AIDC储能的商业竞速与技术博弈，已在特斯拉、Fluence、阳光电源等头部玩家之间悄然展开。这不仅是企业之争，更将定义下一代AIDC基础设施的能源 形态与游戏规则。 2026年，AIDC储能领域有望迎来集中交付的关键节点，行业将如何把握机遇、实现突破？敬请关注2026年6月2日举行的 "2026年新型储能确定性趋势与创新发展分 析会" ，共同探讨AIDC储能的发展路径。 达沃斯大佬们交底 01 AI 的命门在电力 2026年达沃斯世界经济论坛已落下帷幕，但AI引发的思想震荡远未结束。从17场AI专属会议到800位CEO里近八成聊AI，焦点已从技术畅想转向落 ...

温馨提示： 投稿/合作/找圈，请联系 行家说Cindy： 15989092696 （微信同号） 还有什么标签，能比"全球首个"更能界定标杆的高度、诠释突破的分量。 日前，世界经济论坛（WEF）公布2026年新晋全球"灯塔工厂"名单，23家新入选、中国占16家（占比超 69%），直观印证了中国制造业数智转型从"单点 突破"走向"规模化领先"。至此，中国"灯塔工厂"总数已达101家，持续稳居全球首位。 今年入榜的中国企业涵盖领域广泛，尤其在战略性新兴领域——海辰储能重庆基地成功摘得储能电池行业全球首个"灯塔工厂"认证，不仅实现了行业里程碑 式突破，还凸显了中国在全球新型储能领域的优势正从产能规模转向"智能化制造能力"。 灯塔为何照向它？ 01 特别的荣耀，总属于特别的那一个。 在制造业的荣誉殿堂中，"灯塔工厂"本身就是特别的存在，代表着智能制造的最高水准，被称为"制造业的奥斯卡"。 那么，为何是海辰储能，这家成立于2019年的年轻企业，在一众电池巨头环伺中率先突破，赢得全球储能电池领域首个"灯塔工厂"认证？ 从行业视角来看，海辰储能也很特别——仅用6年时间，便跻身全球储能电池出货量TOP2，是全球锂离子储能电池G ...

温馨提示： 投稿/合作/找圈，请联系 行家说Cindy ： 15989092696 （微信同号） 2026年开年以来，储能行业迎来"开门红"，市场活力持续迸发。 就在近日，宁德时代与英国施罗德Greencoat、香港私募基金Lochpine Capital签署战略合作，共同在欧洲推动储能项目开发，远期规划规模高达10GWh。几乎同 时，远东股份宣布中标近6亿元储能系统项目，覆盖中国与欧洲市场。 ▋ 宁德时代：携手施罗德布局欧洲10GWh储能 2月2日，据外媒报道，英国投资管理公司施罗德(Schroders)的能源转型投资平台施罗德Greencoat与宁德时代、香港私募基金Lochpine Capital签署战略谅解备忘 录，三方将联合在欧洲推进电池储能项目的开发与投资。 2月3日，远东股份发布《关于子公司中标项目的提示性公告》称，其子公司中标、签约千万元以上合同订单合计为人民币30.75亿元，同比增长115.57%，环比增 长0.21%。其中，储能系统相关合同金额为5.94亿元。具体来看，两个储能系统合同涉及的区域包括中国及欧洲，合同总价分别是5.8亿元、1432.32万元。 | 远东储能技术有限公司 | 中 ...

Group 1 - The article highlights the successful implementation of Jiangsu's first 8-hour commercial long-duration energy storage project by Weiheng Intelligent Technology Co., Ltd., which serves as a model for the development of commercial energy storage under the electricity market reform [3][7] - The project, located at Suzhou Jingzheng New Materials Technology Co., Ltd., features a 5MW/40MWh energy storage system designed to alleviate high electricity costs during peak production hours, specifically from 14:00 to 22:00 [3][5] - The system utilizes Weiheng Intelligent's proprietary WHES OS smart energy management platform for intelligent scheduling, optimizing charging and discharging strategies based on solar output, load characteristics, and electricity price signals [5][9] Group 2 - The strategic value of the project lies in its alignment with Jiangsu's latest electricity market reform direction, which shifts from fixed time-based pricing to market-driven pricing, allowing independent storage to participate in trading as both a generator and a consumer [7][8] - The transition to a market-based pricing mechanism poses challenges for traditional energy storage models, necessitating a shift towards long-duration storage systems (4 hours and above) that can adapt to structural changes in time-of-use pricing [8][9] - The 5MW/40MWh project has successfully integrated into the medium- and long-term trading system, demonstrating the viability of long-duration storage as a solution to the challenges posed by narrowing price differentials [8][9] Group 3 - The article discusses the advantages of 4-hour and longer energy storage systems, which can effectively address the structural adjustments in time-of-use pricing policies, providing flexibility to cover extended peak pricing periods and enhancing supply stability [8][9] - Various companies are launching 4-hour and longer energy storage solutions tailored for commercial applications, indicating a growing market trend towards these systems [10] - A table is provided detailing several 4-hour commercial energy storage systems from different companies, showcasing their capacities and features, which highlight the competitive landscape in the energy storage sector [11]

Core Viewpoint - The performance forecasts of energy storage listed companies show a stark contrast, with battery manufacturers benefiting from increased demand and cost optimization, while PCS manufacturers face significant performance differentiation due to technical routes and market strategies, and system integrators are under pressure from intense price competition and squeezed project margins [2] Battery Segment - Rui Pu Lan Jun expects a net profit of 630 million to 730 million RMB for 2025, marking a turnaround from a loss of approximately 135.3 million RMB in 2024, driven by increased sales and improved capacity utilization [6] - Guoxuan High-Tech anticipates a net profit of 2.5 billion to 3 billion RMB for 2025, a year-on-year increase of 107.16% to 148.59%, attributed to the rapid growth in demand for new energy vehicles and energy storage [8] - Pylon Technologies forecasts a net profit of 62 million to 86 million RMB for 2025, a 50.82% to 109.21% increase compared to the previous year, benefiting from the growth in domestic and international energy storage markets [9] - Boliwei expects a net profit of 59 million RMB for 2025, achieving a turnaround from losses due to increased sales in electric motorcycles and energy storage [10] - Nandu Power anticipates a net loss of 890 million to 1.25 billion RMB for 2025, although this represents a reduction from a loss of approximately 1.497 billion RMB in the previous year [11] - Funeng Technology forecasts a net loss of 580 million to 830 million RMB for 2025, an increase from a loss of 332 million RMB in 2024 [12] - Goodwe expects a net profit of 125 million to 162 million RMB for 2025, marking a turnaround from losses due to increased sales and improved operational efficiency [18] - Yisite anticipates a net profit of 24 million to 35 million RMB for 2025, a significant decline of 81.5% to 87.32% compared to the previous year [20] - Huazi Technology expects a net loss of 210 million to 270 million RMB for 2025, a reduction from a loss of 393 million RMB in 2024 [21] PCS Manufacturers - Shanghai Electric forecasts a net profit of 1.1 billion to 1.32 billion RMB for 2025, an increase of approximately 47% to 76% compared to the previous year, driven by steady growth in core business [17] - Goodwe anticipates a net profit of 125 million to 162 million RMB for 2025, achieving a turnaround due to increased sales and improved product structure [18] - Yisite expects a net profit of 24 million to 35 million RMB for 2025, a significant decline due to intensified industry competition [20] System Integrators - Aters expects a net profit of 900 million to 1.1 billion RMB for 2025, a decline of 51% to 60% compared to the previous year, impacted by an imbalance in supply and demand in the photovoltaic industry [28] - Tuobang Co. forecasts a net profit of 336 million to 403 million RMB for 2025, a decrease of 40% to 49.99% due to asset impairment and strategic business investments [29] - Linyang Energy anticipates a net profit of 225 million to 335 million RMB for 2025, a decline of 55.50% to 70.11% due to industry cycle fluctuations [31] - Huabao New Energy expects a net profit of 15.5 million to 23 million RMB for 2025, a decline of 90.4% to 93.53% due to external macroeconomic fluctuations [32]