Core Viewpoint - The performance of the energy storage business among six companies, including RuiPu LanJun, KeLiYuan, and others, shows mixed results, but overall resilience in performance is noted despite some companies facing pressure [2]. Group 1: Company Performance - RuiPu LanJun reduced losses by 90%, with energy storage battery shipments doubling year-on-year to 18.87 GWh, generating revenue of 5.08 billion yuan from energy storage batteries, a 58.4% increase [10]. - KeLiYuan achieved a total revenue of 18.21 billion yuan, a 23.21% increase, with energy storage revenue of 1.15 billion yuan, up 4% [6]. - KeLu Electronics turned a profit with a net profit increase of 579.14%, achieving revenue of 25.73 billion yuan, a 34.66% increase, and energy storage revenue of 12.82 billion yuan, up 177.15% [7]. - NanDu Power's revenue from communication and data center storage reached 1.89 billion yuan, a 34.09% increase, while overall revenue fell by 31.67% [9]. - HeWang Electric reported a total revenue of 1.88 billion yuan, a 36.39% increase, with a net profit increase of 56.79% [11]. - ShengHong's revenue was 1.36 billion yuan, down 4.79%, with a net profit of 158 million yuan, down 12.91% [4]. Group 2: Market Trends and Innovations - ShengHong recognized the growth potential in commercial energy storage, citing a continuous increase in electricity consumption in China's secondary and tertiary industries [4]. - KeLiYuan is actively expanding its energy storage project investments, with over 10 GWh of projects in reserve [6]. - KeLu Electronics is focusing on strategic clients in the domestic market and expanding into overseas markets, including the Americas and Europe [8]. - NanDu Power is innovating with new products, including large-capacity lithium iron phosphate storage cells and liquid cooling storage systems [9]. - HeWang Electric offers a range of energy storage solutions, including centralized storage inverters and customized energy storage systems [11].

Core Viewpoint - The energy storage industry is witnessing significant project wins, with multiple companies securing contracts for large-scale energy storage systems, indicating a growing market demand and investment in energy storage solutions [2][8]. Group 1: Project Wins and Contracts - Hai Chen Energy Storage has won a major contract for a 1GW/4GWh energy storage project in Saudi Arabia, highlighting the international expansion of Chinese energy storage companies [2]. - Xinjiang Afanti Yue Water Power has been awarded a contract for a 200MW/800MWh energy storage project, marking the first time a local state-owned enterprise has entered the energy storage system integration market [2][5]. - Three companies, including Xinjiang Yue Water Power, CRRC Zhuzhou Electric Locomotive Research Institute, and Sungrow Power Supply, have been shortlisted for the procurement of an 800MWh energy storage system in Xinjiang [3][4]. Group 2: Financial Details of Contracts - The total contract value for the shortlisted companies in the Xinjiang project amounts to approximately 537 million yuan [2]. - The bid prices for the shortlisted candidates in the Xinjiang project are as follows: Xinjiang Yue Water Power at 35.04 million yuan, CRRC Zhuzhou at 34 million yuan, and Sungrow at approximately 36.36 million yuan [4]. - Shanghai Hope Architectural Design has signed a procurement contract worth 232 million yuan for a 200MW/400MWh shared energy storage demonstration project [8][9]. Group 3: Additional Project Information - The project by *ST Energy involves a 100MW/300MWh energy storage station with a total contract value of approximately 305 million yuan, emphasizing the company's capabilities in project execution [10]. - The procurement for the Xinjiang project includes various essential equipment such as transformers, GIS switchgear, and lithium iron phosphate battery storage systems [5].

Core Viewpoint - The article highlights recent advancements in the commercial energy storage sector, with four companies making significant progress in various international markets, indicating a growing trend in energy storage solutions [2]. Group 1: Company Developments - Sungrow Power has secured a 400MWh commercial energy storage order in Brazil, collaborating with Roca Group's subsidiaries MOBS and TCCOMC to deploy the systems over the next three years [3][5]. - Sanjing Electric has successfully installed the world's first CM2 smart outdoor energy storage cabinet in Belgium, which enhances the self-consumption ratio of solar energy to over 60% and allows for participation in electricity trading [6][8]. - Xiamen Xiangyu New Energy has shipped its first batch of network-type liquid-cooled energy storage cabinets to Pakistan, aimed at supporting the largest commercial energy storage project for a cement manufacturer [9][11]. - Desay Battery's 8.6MWh energy storage project in Hunan has successfully connected to the grid, utilizing self-developed battery cells and a health management system for enhanced safety and economic efficiency [12][14].

Core Viewpoint - The article highlights the significant growth and opportunities in the energy storage market, particularly focusing on the recent contracts secured by Xiamen Hichain Energy Storage in Saudi Arabia, indicating a robust demand for battery energy storage systems (BESS) driven by Saudi Arabia's Vision 2030 strategy [3][10]. Group 1: Company Developments - Xiamen Hichain Energy Storage has secured a major contract with Saudi Electricity Company for a battery storage project with a total capacity of 1GW/4GWh, valued at approximately 25.98 billion RMB (around 3.62 billion USD) [3][6]. - The company is responsible for supplying equipment and operations for the Tabuk-1 and Hail 2BSP projects, with specific contract values of 671.7 million and 686.35 million Saudi Riyals respectively [3][6]. - Since 2025, Hichain Energy Storage has announced over 30GWh of major energy storage orders, showcasing its expanding footprint in the industry [7]. Group 2: Market Insights - The Saudi battery storage market is experiencing explosive growth, with a total of 13GWh of grid-level BESS projects already built or under construction, projected to reach 33.5GWh by 2026, making it the third-largest BESS market globally after the US and China [10][11]. - The Saudi Power Procurement Company plans to tender 2GW/8GWh of independent BESS projects annually starting in 2024, aiming for a cumulative total of 10GW/40GWh by 2030 [10][11]. - The competitive landscape is intensifying, with major Chinese companies actively bidding for large-scale storage projects in Saudi Arabia, indicating a strong presence of leading firms in the market [12][13].

行家说储能 8月13日，在第四届中国国际储能展览会（EESA）上， 汇 川技术以"汇川工业零碳方程式：1+4+X =0 (zero carbon)"为主题亮相现场，并正式发布工业零碳战略， 成 为展会首日焦点。 ▋ 解码 "汇川工业零碳方程式" 据了解，汇川零碳方程式"1+4+X=0"（Zero Carbon）即1个生态合作架构、4个流（能源流、工艺流、信息流、装备流）、X个行业、0即零碳。未来，该战略将通过 装备流、工艺流、能源流、信息流四维协同，构建"双漏斗"生态体系，推动工业自动化与能源管理深度融合。 图说：汇川技术能源重工业总裁郭立鹏、天津钢铁集团能源环保部专员殷宏、沃太能源董事长袁宏亮、储能领跑者联盟理事长杜笑天、汇川技术能源产品和解决方案总裁冷严 冬共同启动战略蓝图。 展会首日， 作为工业自动化与能源管理领域的领先企业， 汇川技术能源重工业总裁郭立鹏亲临现场，发布"1+4+X=0"工业零碳战略并强调， 高耗能企业在实现低 碳转型的过程中，应着重利用自动化和工艺技术来优化能源使用，这也是汇川技术在数字化和低碳化转型中的核心策略。 据了解，在工商业储能方面，汇川技术早在2024年发布了All-liqc ...

Core Insights - The article highlights a significant surge in the energy storage cell market, with Envision Technology Group securing over 40GWh of energy storage cell orders during the EESA Energy Storage Exhibition [2][3][9] Group 1: Market Dynamics - Envision Technology Group signed cooperation agreements with over 10 energy storage system integrators, with a total scale exceeding 40GWh [3][4] - This order is the second-largest in terms of capacity for energy storage cells this year, following a 50GWh procurement collaboration between Yiwei Lithium Energy and Haibo Innovation [9] - Since 2025, publicly announced energy storage cell orders have reached 152.879GWh, accounting for 56.19% of all related orders [9][10] Group 2: Product and Technology Insights - The energy storage cells supplied will likely include high-capacity models such as the 315Ah and 530Ah cells, as Envision has completed the capacity switch for the 314Ah cells [6][7] - Envision has delivered over 50GWh of cell products to leading international energy storage integrators, with applications in over 300 projects across more than 20 countries [7][9] - The company’s entire range of energy storage cell products has passed over 200 safety tests and received certifications from authoritative institutions in multiple countries, facilitating market trust for Chinese energy storage companies [7] Group 3: Pricing and Supply Trends - Since July, energy storage cell prices have shown signs of recovery, with prices for various models stabilizing or slightly increasing due to rising lithium carbonate costs [10] - The industry is experiencing a "chip shortage" phenomenon, leading to increased competition among energy storage system companies to secure cell orders [10][11] - Envision's senior vice president emphasized the importance of high-quality, internationally certified cells to meet the growing demands for safety, lifespan, and efficiency in energy storage systems [11]

Core Viewpoint - The article highlights the significant achievement of Haicheng Energy, which ranked second in both global energy storage battery shipments and electric power storage shipments in the first half of 2025, showcasing its competitive edge in the global market through technological innovation and globalization strategies [2][3]. Group 1: Market Performance - Haicheng Energy's rise to the second position in global energy storage battery and electric power storage shipments reflects its capabilities in customized solutions and successful global business expansion [3]. - The global energy storage cell shipment scale reached 240.21 GWh in the first half of 2025, marking a year-on-year increase of 106.1%, with the second quarter alone achieving a record high of 136.78 GWh [2]. Group 2: Technological Innovation - Haicheng Energy has established a comprehensive capability covering material systems, product development, system integration, and full-site services, providing multi-scenario energy storage solutions globally [3]. - The company has made significant technological advancements, including the launch of the industry’s first 1,000Ah long-duration energy storage battery (now iterated to ∞Cell 1175Ah) and a 6.25MWh system, targeting long-duration storage scenarios of over 4 hours [6]. Group 3: Global Reach and Applications - Haicheng Energy's customized solutions have been validated in various environments, becoming key partners in numerous benchmark projects, including large-scale clean energy bases and international projects in North America and Europe [5]. - The company's products and solutions are now present in over 20 countries and regions, including China, the United States, and Europe [5]. Group 4: Future Strategy - Moving forward, Haicheng Energy aims to focus on the energy storage sector, driven by technological innovation and global layout strategies, continuously iterating products and solutions to meet diverse market demands [7].

Core Viewpoint - The article highlights the recent advancements in energy storage projects, particularly focusing on the initiatives by TianNeng and other companies in the commercial and industrial energy storage sector, emphasizing their potential environmental benefits and technological innovations [2][3][5]. Group 1: TianNeng Projects - TianNeng has initiated three user-side energy storage projects with a total scale of 110.18 MWh, which are expected to be operational by the end of 2025 [3][5]. - The projects utilize TianNeng's self-produced 314Ah cells and proprietary energy storage battery cabins, aiming to reduce traditional energy consumption and lower carbon emissions by approximately 48,000 tons annually, equivalent to planting 2.6 million trees [5]. Group 2: Jiangsu Zero-Carbon Microgrid - The largest user-side zero-carbon microgrid in Jiangsu, the Suqian Canal Port Zero-Carbon Smart Microgrid, has commenced operations with a photovoltaic capacity of 5.15 MW and an energy storage scale of 10 MW/20 MWh [7][8]. - This microgrid integrates with a virtual power plant system, utilizing big data and AI algorithms for real-time optimization, enhancing the stability and flexibility of regional power supply [10]. Group 3: East China Region Developments - The first user-side energy storage project in East China, a 4 MW/16 MWh system at the Kunshan LianTao Electronics facility, has successfully connected to the grid [11][13]. - The project employs OPzV nano-silicon solid-state lead batteries, significantly improving safety by mitigating fire risks [13]. Group 4: Other Notable Projects - The Chongqing BOE 7.5 MW/15.047 MWh user-side energy storage project has been connected to the grid, showcasing a high-quality application for large-scale energy storage in the Southwest region [14][16]. - The Chengdu Xinjing Zero-Carbon Park 10 MWh energy storage project has been delivered, designed to enhance power stability and reduce peak electricity costs through a "low valley charging, high peak discharging" strategy [17].

Core Viewpoints - The energy storage industry is focusing on zero-carbon solutions and innovative products to meet the growing demand for energy efficiency and sustainability [3][5][10]. Group 1: Industry Trends - The EESA energy storage exhibition showcased a variety of products emphasizing large capacity and smart energy management systems, with many companies introducing solutions aimed at achieving zero-carbon goals [2][3]. - Companies like 汇川技术 and 远景 are leading the charge with their zero-carbon strategies and AI-driven energy management systems, respectively, indicating a shift towards integrated energy solutions [5][10]. - The trend towards larger single-unit capacities in commercial energy storage systems is evident, with products like 弘正储能's 522kWh storage cabinet and 华致能源's 627kWh system being introduced [3][19]. Group 2: Key Product Innovations - 汇川技术 introduced a series of products including a 430kW liquid-cooled PCS and a 6.9MW integrated boosting unit, designed for various operational environments and scenarios [5][7]. - 远景's artificial intelligence super storage and charging network integrates storage, charging, and AI scheduling, creating a comprehensive energy ecosystem [10][8]. - 弘正储能's new 522kWh commercial storage cabinet features high flexibility and safety, designed to meet diverse operational needs [13][11]. Group 3: Company Highlights - 采日能源 presented its smart energy operation platform, which combines AI with energy storage to enhance decision-making and optimize energy costs for businesses [16][14]. - 量道储能 launched a new liquid-cooled all-in-one machine based on its self-developed 3S integration architecture, which reduces costs and improves efficiency [25][23]. - 新能安's 安鑫300 product, with a capacity of 150kW/300kWh, is designed for industrial parks and charging stations, showcasing the trend towards modular and scalable energy solutions [29][31]. Group 4: Market Dynamics - The competition among energy storage companies is intensifying, with innovations aimed at reducing costs and improving efficiency becoming critical for market success [2][3]. - The introduction of large-capacity batteries, such as 亿纬锂能's 628Ah and 5MWh systems, reflects the industry's focus on enhancing energy density and operational efficiency [46][49]. - Companies are increasingly adopting AI and smart management systems to optimize energy usage and enhance operational efficiency, as seen in products from 融和元储 and 固德威 [22][77].

Core Viewpoint - The article emphasizes the launch of the "Artificial Intelligence Super Storage and Charging Network" by Envision Technology Group, which aims to create a smart energy ecosystem through the integration of storage, charging, AI scheduling, and electricity trading, marking a significant step towards building a new type of energy system in urban areas [2][4][5]. Group 1: Product Overview - The "Artificial Intelligence Super Storage and Charging Network" is positioned as a cornerstone for constructing new energy systems in cities, leveraging AI and IoT technologies to optimize energy efficiency and alleviate grid pressure [4][5]. - The network is based on the concept of "Four Network Integration," which coordinates charging stations, storage units, and grid nodes to create a comprehensive smart energy network [6][8]. Group 2: Technical Capabilities - Envision's full-stack technical capabilities support the network, combining hardware and software to maximize the value of each unit of electricity through intelligent trading, forecasting, scheduling, and optimization [8][12]. - The network includes ultra-fast charging capabilities for electric vehicles, peak shaving and energy shifting through storage, and intelligent microgrid management for distributed energy resources [9][12]. Group 3: Implementation and Future Plans - The network will be implemented across various applications, including green charging stations and zero-carbon buildings, and will utilize a unified energy management tool for real-time carbon management [13][15]. - Envision aims to establish a nationwide and globally replicable new energy system ecosystem, with ongoing projects in multiple regions such as Sichuan, Jilin, and Inner Mongolia [15].