Core Viewpoint - The article highlights the latest innovations and products in the energy storage industry showcased at the SNEC ES exhibition in Shanghai, emphasizing the trend towards integrated and high-capacity energy storage solutions. Group 1: New Product Launches - Star Charge introduced the eBox-418C industrial energy storage system, integrating a cement cabinet with energy storage technology, designed for high-demand environments like green mines and ports [10][12]. - Nandu Power showcased the Center L Ultra 6.25MWh energy storage system, featuring a large capacity battery and advanced management technologies, with an expected global delivery in January 2026 [7][9]. - Pylontech launched the 522kWh industrial energy storage cabinet, focusing on reducing initial investment and operational costs while enhancing safety and efficiency [15][17]. Group 2: Technological Innovations - Ruipu Lanjun presented the Powtrix® energy storage system, which includes high-density battery cells with over 10,000 cycles and multiple international safety certifications [4][6]. - Aishite Energy introduced the LABEL liquid cooling series with capacities of 261kWh and 1044kWh, emphasizing a multi-level safety system [13][14]. - Longwind Green Energy displayed a 261kWh liquid-cooled storage cabinet, featuring a high-capacity cell and advanced thermal management for improved efficiency [33][35]. Group 3: Market Trends and Applications - The article notes that various companies are focusing on modular and integrated solutions to meet diverse market needs, including residential, commercial, and large-scale applications [18][22]. - Companies like GCL-Poly and Singularity Energy are expanding their product matrices to cover a wide range of energy storage solutions, indicating a trend towards comprehensive energy management systems [25][29]. - The emphasis on safety and efficiency in product design reflects the industry's response to increasing demand for reliable energy storage solutions in various environments [41][46].

Core Viewpoint - The Chinese government has announced export controls on lithium batteries, high-end anode and cathode materials, and core manufacturing equipment, effective from November 8, 2025, marking the first direct export control on lithium batteries in the country [2][3]. Group 1: Control Scope - The export controls specifically target high-end lithium battery technologies, including lithium-ion batteries with an energy density of ≥300 Wh/kg, which are primarily used in high-end electric vehicles, drones, and defense applications [6]. - The manufacturing equipment and related production technologies subject to control include winding machines, stacking machines, and liquid injection machines, with specific performance criteria [6]. Group 2: Company Responses - Companies in the lithium battery supply chain have assessed the impact of the export controls. For instance, Funeng Technology stated that the majority of its exported battery products are not included in the control list, and its overseas production capacity in Turkey ensures stable supply to international clients [7]. - Tinci Materials indicated that its main products, multi-component cathode materials, are not affected by the controls, which may enhance the competitive position of its products in the global market [8]. - PULITECH and other companies reported minimal impact on their operations, as their products and equipment primarily fall outside the scope of the new regulations [9][10]. Group 3: Industry Implications - The export controls are expected to shift production capacity from high-end power batteries to energy storage sectors, potentially stabilizing and lowering raw material costs for energy storage battery manufacturers [10]. - The announcement has significant implications for U.S. companies, as they heavily rely on Chinese imports for lithium-ion batteries, with approximately 65% of the U.S. grid-scale lithium-ion batteries sourced from China [11]. - The controls reflect China's strategic positioning in the global supply chain, indicating a shift from a reactive to a proactive stance in trade negotiations, particularly in the context of energy demands driven by artificial intelligence and data centers [12].

Core Viewpoint - The article discusses the escalating trade tensions between the U.S. and China, particularly focusing on the implications of new tariffs and export controls on the energy storage battery market, which could significantly increase costs and impact supply chains [2][4][14]. Group 1: Tariff Implications - Starting November 1, the U.S. will impose a 100% tariff on China, with total tariffs on energy storage batteries potentially exceeding 158.4% by January 2026 due to existing tariffs [2][4]. - The new tariff policy could lead to an estimated $500 million in tariff costs for energy storage projects if implemented [10]. Group 2: Market Impact - The new tariffs are expected to increase the overall costs of energy storage projects in the U.S. by 12% to over 50%, which may delay or cancel some projects [9][10]. - A report indicated that 16 battery storage projects have already been scaled back or canceled this year due to ongoing trade tensions [11]. Group 3: Domestic Supply Challenges - U.S. domestic manufacturers are projected to meet only 40% of the energy storage demand by 2030, leading to reliance on Chinese batteries despite the tariffs [9][14]. - The new tariffs could exacerbate the existing supply-demand imbalance, pushing prices higher and extending procurement cycles for developers [10][14]. Group 4: Chinese Companies' Response - Chinese energy storage companies have seen their U.S. orders drop to 1.76% of total orders, indicating a shift towards diversifying markets beyond the U.S. [15]. - Companies like CATL and others have secured U.S. storage orders, but the impact of new tariffs on these collaborations remains uncertain [17][18]. Group 5: Long-term Industry Outlook - The ongoing trade friction may accelerate the diversification of supply chains and energy storage markets, pushing companies to enhance their technological capabilities and explore non-U.S. markets [14][20].

| 《2025电力市场与数智化储能调研报告》 | 电力交易、技术融合、虚拟电厂与商业创新 | | --- | --- | | 出品方: 因 行家说储能 | 鸣谢:以下参编单位的特别贡献(排名不分先后) | | UHES | CHTHIUM | | Pilof 派诺科技 | | | 调研止式启动, 欢迎参与 | 扫码了解 | 昨日，行家说储能报道了华为与远景获同企储能订单（ 点这里 ）。今日，行家说储能又获悉远东电池、 海博思创最新储能订单签约情况。 前者远东电池9月储能签单合同总价值超2.5亿元。 后者海博思创与国银金租签订融资租赁合同，由海博思创子公司包头土右旗博思新能源科技有限公司作为承租人，拿下500MW/3GWh储能电站设备设施项 目，评估值约为17.6亿元，租赁期为120个月。 ▋ 远东电池 ：9月签2.5亿储能合同 日前，远东电池发布公告，披露了其9月份的千万级订单签约情况。 ▋ 海博思创 ：与国银金租签订3GWh储能电站租赁协议 日前，国银金租发布公告，称公司作为出租人与承租人及卖方于2025年9月30日订立融资租赁安排。 公告内容显示，国银金租同意以代价 17亿元 向卖方中国电建集团湖北工程有 ...

Core Viewpoint - The article highlights the recent advancements in commercial energy storage projects by various companies, showcasing their contributions to the energy sector and the potential for enhanced energy efficiency and cost savings. Group 1: Company Projects - CATL has launched a 30MW/60MWh commercial storage project in Jining, Shandong, in collaboration with Huqin Rubber Industrial Group, aimed at improving solar energy consumption and grid response capabilities [4][5]. - Huawei Digital Energy has initiated a 10.105MWh commercial storage project in partnership with Defu Technology, utilizing an integrated energy storage solution that is expected to save approximately 2 million yuan annually in electricity costs [6][8]. - Far East Battery has established a 5MW/10MWh user-side energy storage station in Hebei, featuring advanced energy management systems and outdoor liquid-cooled storage units [9][11]. - Zhiguang Energy has delivered a 120MW/240MWh high-voltage direct-connected energy storage system for a green low-carbon project in the steel industry, expected to enhance green electricity consumption significantly [12][14]. - Hongzheng Energy has successfully commissioned two commercial storage projects in Henan, utilizing their self-developed energy management systems for optimized performance [15][17]. - Yunchu Recycling has completed a 3.72MW/7.44MWh energy storage project in Guizhou, which is the province's first 10kV connected commercial storage project, projected to save around 1.8 million yuan annually [18][20]. - Chint New Energy has successfully connected a 100MWh user-side energy storage station in Anhui, designed to provide significant peak shaving and valley filling capabilities [21][23]. - Runxin Energy has integrated a 3MWh commercial storage project for welding materials, featuring a modular design for efficient energy management [24][26]. - GCL-Poly has launched the first user-side energy storage project in Guangyuan, Sichuan, aimed at optimizing electricity usage and reducing costs for local enterprises [27][29].

Core Viewpoint - The article highlights recent developments in the energy storage sector, particularly focusing on Huawei and Envision Energy securing significant storage orders from GoldenPeaks Capital (GPC) in Europe, indicating a growing trend of Chinese companies expanding into the European energy market [2][8][11]. Group 1: Company Orders - Envision Energy has signed a memorandum of understanding with GPC to supply and deploy a 1GWh energy storage project in Europe, utilizing its next-generation battery energy storage system technology [4][6]. - Huawei has entered into a cooperation memorandum with GPC to deploy a 500MWh grid-forming energy storage project in Central and Eastern Europe, with initial plans covering Poland and Hungary [8][10]. Group 2: Market Trends - The European energy storage market is experiencing significant growth, projected to exceed 28GWh of new installations by 2025, with an expected increase of over 60% in grid-connected capacity [11]. - The EU aims to increase its energy storage capacity from the current 61GWh to between 500GWh and 780GWh by 2030, supporting its renewable energy goals and enhancing grid stability [11]. Group 3: Chinese Companies in Europe - The article notes that Europe is becoming a key strategic destination for Chinese companies, with over 23GWh of storage orders reported for 2025 from various Chinese firms [12]. - A list of Chinese companies and their respective projects in Europe is provided, showcasing a diverse range of collaborations and storage capacities, including projects from companies like EVE Energy, Sungrow, and Trina Solar [15][16].

Core Viewpoint - The energy storage market is entering the fourth quarter with price differentiation across the supply chain, where upstream battery cells are experiencing price increases, while downstream energy storage system integration prices continue to decline [2] Price Trends of Lithium Carbonate - The price of battery-grade lithium carbonate showed significant volatility in Q3, with an average price of 73,040 yuan/ton, down 9.59% year-on-year but up 11.89% from Q2 [3] - In September, lithium carbonate prices initially dropped due to the resumption of major lithium mines, but rebounded as demand improved, indicating a potential bottoming out [3] Energy Cell Pricing - The average price of 314Ah energy storage cells in Q3 was 0.3052 yuan/Wh, which is 0.004 yuan/Wh higher than the 280Ah cells, despite an 8.43% year-on-year decrease [6] - The lowest price for 314Ah cells increased from 0.266 yuan/Wh in early July to 0.272 yuan/Wh by the end of September [6] - Prices for energy storage cells are expected to rise in Q4, but significant increases are unlikely [9] PCS Pricing Stability - The price of energy storage PCS remained stable in Q3, with centralized PCS (1725kW) priced between 0.062-0.07 yuan/W, averaging 0.0664 yuan/W, a decrease of about 0.9% from Q2 [11] - String-type PCS (215kW) prices ranged from 0.076-0.098 yuan/W, with an average of 0.0873 yuan/W, showing a slight decline from Q2 [14] Energy Storage System Pricing Trends - Despite rising upstream cell prices, the market price for domestic energy storage systems continues to decline, with Q3 average prices for 2-hour systems down 5.94% from Q2 and 20.41% year-on-year [17] - In August, energy storage system prices fell below 0.5 yuan/Wh, with some large projects priced as low as 0.44 yuan/Wh [18] - The average bid price for 2-hour energy storage systems in September was 0.538 yuan/Wh, down approximately 34.31% from January 2024 [18] Commercial Energy Storage Pricing - The market price for commercial energy storage integrated cabinets (215kWh) stabilized around 0.65 yuan/Wh, with a range of 0.53-0.75 yuan/Wh [20] - The mainstream price for commercial energy storage systems is expected to remain stable between 0.6-0.68 yuan/Wh, with limited upward movement anticipated [20] Future Outlook - The energy storage system price trend is expected to diverge in Q4, with leading companies likely to see slight price increases, while weaker companies may struggle with low pricing or exit the market [22]

如果用一本书记载储能发展史，那么 2025年必将成为关键转折的一页。 这一年，全国统一电力市场将初步建成，为新型储能收益机制完善奠定基础。国家层面明确2027年新型储能装机目标达180GW以上，带动项目直接投资约 2500亿元。 9月24日，国家主席习近平在联合国气候变化峰会视频致辞中宣布了中国新一轮国家自主贡献目标：到2035年，风电和太阳能发电总装机容量达到2020年的6倍以 上、力争达到36亿千瓦。作为支撑这一目标的关键环节 ，储能未来十年将迎来黄金时期。 ▋ 排位赛开启，谁能问鼎年度十强？ 在市场增量的浪潮之下，格局分化的暗流愈发汹涌。一个更清晰、也更为残酷的竞争新秩序已然浮出水面：市场洗牌接近尾声，落后产能正加速离场，一场决定未 来座次的战略排位赛 ，正在技术、规模与生态的硬核竞技场全面上演。 在这场排位赛中，整个产业链最核心的悬念莫过于：从储能电芯的战场、到用户侧储能的阵地，再到整个储能系统集成赛道，究竟哪些企业能凭借硬核实力跻身年 度出货量十强。 基于此，行家说储能特举办储能产业年度大型评选·储能极光奖，本届极光奖特设 年度十强企业奖 ，下设三大核心奖项： 年度储能电芯出货量十强 年度用户侧储能 ...

Core Insights - The energy storage industry is experiencing a surge in project signings, with multiple companies, including Chuangneng New Energy, Dongfang Electric, and others, entering into significant agreements for energy storage projects [1][2]. Group 1: Chuangneng New Energy - Chuangneng New Energy has signed an investment agreement for a 70GWh lithium battery production project in Xiangyang, which is part of its strategy to achieve a trillion-yuan industry goal [4]. - The company has already established effective production capacity exceeding 110GWh across various locations in Hubei, with a target to reach over 300GWh by next year [4]. - In 2025, Chuangneng is expected to secure over 80GWh in new orders, with a peak monthly shipment exceeding 8GWh [5]. Group 2: Haishida Sodium Star - Haishida Sodium Star has signed a cooperation agreement for a 6GWh sodium-ion battery production base, focusing on high-potential sectors such as fuel and new energy vehicles [7][9]. - The project is expected to generate an annual output value exceeding 3 billion yuan upon reaching full production [9]. Group 3: Dongfang Electric - Dongfang Electric has signed an EPC contract for the BESS1 battery storage project in the UAE, which is the largest grid-side energy storage project in the region, with a total capacity of nearly 1GWh [10][12]. Group 4: Zhongyuan (Guangdong) Energy - The Meizhou Pingyuan new-type smart independent energy storage project has a total construction scale of 400MW/800MWh, with an estimated total investment of about 1 billion yuan [14]. - The project will be developed in phases, with the first phase expected to be completed by August 2025, and the entire project projected to become a leading energy storage base in the Meizhou area [14].

Core Insights - The article highlights the increasing momentum in the energy storage sector, particularly focusing on the strategic partnerships formed by Yiwei Lithium Energy, which recently signed a 1GWh cooperation agreement with TSL Assembly for energy storage systems in Central and Eastern Europe [4][6]. Group 1: Company Developments - Yiwei Lithium Energy has signed a strategic cooperation agreement with TSL Assembly to deploy a total of 1GWh of energy storage systems from 2026 to 2030 in Central and Eastern Europe [4][6]. - The company has also reported a total of 64.5GWh in energy storage orders since 2025, including significant partnerships with various firms such as Haibos Innovation (50GWh), Weisheng Energy Technology (1GWh), and Wotai Energy (10GWh) [6][13]. - The recent strategic agreements include a 500MWh deal with CommVOLT and a 2GWh project cooperation intention with Sanjing Electric [7][6]. Group 2: Industry Trends - As of September 30, 2023, Chinese energy storage companies have publicly announced a total of 225 orders, with 206 revealing specific capacities, amounting to 405.919GWh [3][9]. - The orders are primarily concentrated in various countries, including China, Australia, Japan, Poland, India, the United States, and Italy, with domestic orders totaling 175.983GWh [11][13]. - The top five companies by order capacity include Yiwei Lithium Energy (64.55GWh), CATL (47.66GWh), and Envision Energy (42.29GWh), indicating a competitive landscape in the energy storage market [13].