Core Viewpoint - The article discusses recent strategic collaborations in the energy storage sector, highlighting partnerships between Huawei and Keppel, as well as BYD and Sanlorenzo, aimed at advancing renewable energy solutions and specialized battery applications. Group 1: Huawei and Keppel Collaboration - Huawei and Keppel signed a non-binding memorandum of understanding to jointly develop renewable energy solutions, focusing on photovoltaic (PV) and battery energy storage systems (BESS) [1][3] - The solutions will be customized for specific projects, including ASEAN interconnected grids, low-carbon data centers, smart industrial parks, and hybrid energy systems [3] - The projects will integrate with Keppel's Operations Neural Center in Changi, Singapore, for real-time remote monitoring and performance optimization [4] Group 2: BYD and Sanlorenzo Partnership - BYD Energy signed a strategic cooperation agreement with Sanlorenzo to promote yacht-specific battery solutions [6][9] - The collaboration will focus on technology research and development, product development, market expansion, and supply chain optimization in the yacht battery sector [9] - The partnership aims to address cost control challenges for superyacht clients by developing disruptive lithium iron phosphate battery products [9] Group 3: BYD's Global Strategic Collaborations - BYD has achieved multiple strategic collaborations globally, with storage orders exceeding 15 GWh [10] - Recent partnerships include collaboration with Hayleys Solar in Sri Lanka for advanced storage and inverter solutions, and with Greenvolt in Poland for two storage projects totaling 400 MW/1.6 GWh [11] - BYD also signed a contract with Saudi Electricity for a 12.5 GWh project, bringing the total collaboration volume to 15.1 GWh, with a total investment of $2.28 billion [11]

Core Viewpoint - The article discusses the strategic collaborations between Chinese energy companies and Brazil, focusing on the development of energy storage solutions and green energy initiatives in Brazil, particularly in the context of recent agreements signed during high-level visits by Brazilian officials to China [2][3][8]. Group 1: Strategic Collaborations - Envision Group has signed a strategic cooperation agreement with Brazil to establish the first zero-carbon industrial park in Latin America, focusing on green fuel value chains and advanced green hydrogen equipment [5][6]. - Yunda Co. plans to deepen cooperation with Brazil's energy market by developing energy storage solutions, which are crucial for stabilizing Brazil's power system [10]. - The Brazilian government is set to announce the rules for its first national battery storage system auction, which aims to build a 49.7MW storage project to supply power to over 169,000 people [10][11]. Group 2: Market Potential - The Brazilian Battery Energy Storage System (BESS) market is projected to exceed 22.5 billion Brazilian Reais (approximately 3.79 billion USD) by 2030 [11]. - The first battery storage auction in Brazil is expected to attract significant investment, with a planned investment of 452 million Brazilian Reais (approximately 56.9 million RMB) [10][11]. Group 3: Company Initiatives - BYD is set to launch a storage factory in São Paulo, Brazil, in November 2024, with an annual production capacity of 1GWh of lithium iron phosphate batteries [13]. - Huawei is targeting Brazil's energy storage sector by introducing its first ultra-fast charging system for electric vehicles and trucks ahead of the battery auction [13]. - Sungrow is actively leading in Brazil's photovoltaic market while exploring new storage opportunities through partnerships [14].

Group 1 - The core viewpoint of the article highlights the recent advancements in two major energy storage projects in China, indicating a growing investment in the energy storage sector [1][4]. - Zhejiang Jiaxing Aoliver Photovoltaic Technology Co., Ltd. has initiated a 2GWh lithium iron phosphate energy storage battery manufacturing project in Wudalianchi, Heilongjiang, with a total investment of 780 million yuan, expected to generate an annual revenue of 900 million yuan upon reaching full production [3][5]. - The project is anticipated to create 200 jobs and contribute 15 million yuan in tax revenue, showcasing the economic benefits of the energy storage industry [3][5]. Group 2 - Guangdong Electric General Storage Technology Co., Ltd. has successfully acquired a 90-acre land parcel in Nanhai, Foshan, for the construction of a solid-state battery and industrial cluster base, with a total investment of 1.5 billion yuan [4][5]. - The Electric General Group has also established a partnership with Nanhai Jiujing Town for an advanced energy storage headquarters project, which has a total investment of 10 billion yuan and will focus on portable and large container energy storage systems [7].

插播 ： 136号、394号文件等多项新政出台，2025工商业储能有何新打法？6月9日-12日，行家说储能联合光亚法兰克福举办"2025年全球用户侧储能产业 价值峰会暨应用示范展"，点击" 阅读原文 "了解详情 今日，《中美日内瓦经贸会谈联合声明》发布，宣布将取消91%的关税。 这是自2025年4月贸易战升级以来，双方首次达成实质性让步。这将对我 国新型储能产业的发展产生积极的影响。 中国 ：相应修改税委会公告2025年第4号规定的对美国商品加征的从价关税，其中，24%的关税在初始的90天内暂停实施，保留10%的从价关 税，并取消税委会公告2025年第5号和第6号对这些商品的加征关税；采取必要措施，暂停或取消自2025年4月2日起针对美国的非关税反制措施。 上述关税实施后，双方关税将回落至4月初水平。 ■ 储能电池关税降至40.9% 从目前美国对中国储能电池关税加征情况来看，上述关税调整后，中国储能电池叠加的关税为：基础关税3.40%+301关税增加7.5%+芬太尼关税 20%+10%保留关税= 40.9% 。 | 阶段 | 储能电池累计关税 | | --- | --- | | 基础关税 | 3.40% | ...

■ 蜂巢能源：超2GWh储能订单 据蜂巢能源官微消息，5月7日-8日蜂巢能源在Intersolar Europe展会期间密集签署4项战略合作协议，覆盖储能供应链保障、风险管控及客户开发 等领域，累计签约项目规模 超2GWh 。 插播 ：TOP10花落谁家？2024-2025用户侧储能项目TOP10榜单投票进行时，扫描击 上方二维码 即可投票 昨日，行家说储能报道了 楚能新能源、汉伏能源欧洲拿单（ 点这里 ），今日又有几家企业在德国慕尼黑 The Smarter E Europe签单，总计签约 超7GWh。从订单背后的战略逻辑上来看： | 合作公司 | 签约内容 | 解决方案 | 项目规模 | | --- | --- | --- | --- | | 印度某公司 | 合作项目覆盖孟买实验性储能电站 | "大刀"二代350Ah电芯及 | 769MWh | | | 及古吉拉特邦大型储能系统 | 双层液冷技术 | | | 禾望电气 | 签署战略合作谅解备忘录,共拓 | 主导系统设计与集成 | 160MWh | | | 欧洲、东南亚、中东及美洲市场 | | | | 东欧独家分销商 | 450MWh大储项目合作 | 提供电 ...

Core Viewpoint - The article discusses the rapid advancements in large-capacity energy storage systems, highlighting the competitive landscape among leading companies in the industry, particularly focusing on the latest innovations and market entries from both domestic and international players [2][13]. Group 1: Industry Developments - The energy storage capacity competition is intensifying, with major companies like CATL, Envision, and Fluence introducing systems with capacities exceeding 6MWh, reflecting a trend towards larger energy storage solutions [2][13]. - The average price of turnkey energy storage systems has decreased by 40% year-on-year, reaching $165 per kWh, marking the highest annual decline since 2017 [13]. - The introduction of modular designs, such as CATL's TENER Stack, allows for better transportability and cost savings, with potential reductions in transportation costs by up to 35% [14]. Group 2: Company Innovations - Nidec launched an 8.47MWh energy storage system at The Smarter E Europe 2025, featuring a modular design that supports various market applications [4][5]. - IPS presented the EXERON X-BESS 8 with a capacity of 8.1MWh, emphasizing its compact design and high power density [6][8]. - Powin introduced the Pod Max 6.26MWh containerized battery system, which boasts a 25% higher energy density compared to its previous models [10][11]. Group 3: Competitive Landscape - Over 30 energy storage companies have launched systems with capacities above 6MWh since 2025, indicating a significant shift in the market towards larger and more efficient systems [13]. - The article lists various companies and their respective energy storage systems, highlighting specifications such as capacity, cell size, and unique features, showcasing the diversity and innovation within the industry [16][17].

Core Viewpoint - The article discusses the growing opportunities for Chinese energy storage companies in Europe, particularly in light of recent large-scale power outages in Southern Europe and the easing of restrictions between China and Central Europe, which may lead to a golden period for Chinese companies to expand into the European market [1][10]. Group 1: Company Developments - Chuangneng New Energy signed a strategic cooperation agreement with UK-based Immersa for a project involving 2.5GWh of energy storage, focusing on the CORNEX M5 battery system [2][4]. - In the first quarter of 2025, Chuangneng New Energy secured over 40GWh in contracts or bids, indicating a strong market presence [4]. - Hanfu Energy signed a supply agreement with Bulgarian EPC company TECHNOENERGOSTROY for photovoltaic components and energy storage systems, marking a significant entry into the Bulgarian market [9]. Group 2: Market Trends - The recent power outages in Spain, Portugal, and Southern France are seen as a potential turning point for European energy policy, highlighting the need for improved energy storage solutions [10]. - According to SolarPower Europe, the deployment of battery energy storage systems in Europe is expected to reach 21.9GWh in 2024, with a projected annual growth rate of 36% [10]. - By 2029, Europe is anticipated to add nearly 120GWh of battery storage, with a cumulative total of 400GWh, reflecting a compound annual growth rate (CAGR) of approximately 45% [10]. Group 3: Competitive Landscape - The average price of energy storage systems in Europe and Australia is about 1.2 yuan/Wh, significantly higher than the domestic average of 0.6-0.8 yuan/Wh, making Europe a key market for Chinese energy storage companies [12]. - Several Chinese companies, including Chuangneng New Energy and Hanfu Energy, have already secured over 12GWh of storage orders in various European markets [12].

插播 ： 136号、394号文件等多项新政出台，2025工商业储能有何新打法？6月9日-12日，行家说储能联合光亚法兰克福举办"2025年全球用户侧储能产业 价值峰会暨应用示范展"，点击" 阅读原文 "了解详情 当地时间5月7日，"The Smarter E Europe"欧洲智慧能源展在德国慕尼黑拉开帷幕，汇聚了57个国家的2737家参展商，其中约有850家中企参 展，储能企业有哪些？他们带来了哪些储能产品？这些产品预示了哪些新风向？ 9MWh、8MWh、浸没式液冷、钠电……行家说储能特集中报道宁德时代、阳光电源、中车株洲所、天合光能、亿兰科、精控能源、采日能源、远景能源 等40家储能企业的代表产品，以供业内参考。 | 参展企业 | 主要展品 | | --- | --- | | 宁德时代 | 9MWh TENER堆叠储能系统解决方案 | | 亿兰科 | Monet-50TS（DC50） (100kWh) 光储并离网系统、130kW模块、Monet- 500储能变流器、Monet-625储能变流器 | | 精控能源 | 移动储能PotisMobile-L652、公共事业级液冷储能系统PotisBank-L5. ...

Core Viewpoint - The article discusses the recent developments in the energy storage industry, highlighting the performance and strategies of key companies in response to market changes and regulatory impacts, particularly focusing on the upcoming "Document 136" and its implications for the sector [2][17][18]. Company Performance and Strategies - **Trina Solar**: Aims for a storage shipment target of 8-10 GWh in 2025, with a 2024 shipment of 4.3 GWh, indicating a focus on overseas markets, especially Europe, and a significant increase in orders [2][3]. - **Canadian Solar**: Reported a Q1 storage shipment of 0.79 GWh, with a full-year target of 6.5 GWh, reflecting over 500% year-on-year growth. Despite challenges from U.S. tariffs, the company maintained profitability with a net profit of 87.3 million yuan in Q1 [4]. - **Hibos Technology**: Achieved nearly 3 GWh in sales in Q1 2025, with a focus on expanding overseas projects in Europe, North America, and Southeast Asia. The company aims for overseas revenue to match domestic levels within 3-5 years [5]. - **Southern Power Grid Technology**: Reported over 1 billion yuan in storage revenue in Q1, despite a 37.5% year-on-year decline due to project timelines. The company has a robust order backlog of approximately 9.5 billion yuan [6][7]. Market Trends and Regulatory Impact - The recent large-scale power outages in Southern Europe have increased the demand for energy storage solutions, emphasizing their importance in stabilizing power systems during extreme weather events [9]. - Companies are adapting to U.S. tariff barriers by exploring non-U.S. markets and enhancing supply chain flexibility. Trina Solar and Canadian Solar are both actively assessing the impact of tariffs on their operations and adjusting strategies accordingly [10][13][14]. - The implementation of "Document 136" is expected to disrupt the storage market in the short term by removing mandatory storage requirements, but it may lead to long-term growth and a more competitive landscape, favoring companies with technological and cost advantages [17][18].

插播 ： 136号、394号文件等多项新政出台，2025工商业储能有何新打法？6月9日-12日，行家说储能联合光亚法兰克福举办"2025年全球用户侧储能产业 价值峰会暨应用示范展"，敬请期待！点击 "阅读原文" 可 了解详情。 宁德时代赴港上市进程 迎新进展 。据行家说储能 5月6日最新 消息 ，宁德时代已通过港交所上市聆讯并更新招股文件，聆讯后资料集是上市进程 的关键节点文件 ， 有望于近期登陆香港主板市场。这家电池巨头自 2025年2月11日提交申请至通过聆讯仅 历时 84天， 进展迅速。 根据披露， 宁德时代披露本次募资金额将用于推进 匈牙利项目第一期及第二期建设 ，以及用于营运资金及其他一般企业用途。匈牙利项目相 关支 出主要包括建设用于该项目的厂房、购买主要生产设备和其他前期筹建及试生产投入所需的资金。 据行家说储能了解，宁德时代拟在匈牙利德布勒森基地分三期投建年产 100GWh电池生产线（含动力电池和 储能电池 ），土地产权面积共计 105 万平方米，总投资金额预计不超过73亿欧元（约合人民币595亿元），总建设期预计不超过64个月。 | 基地位置 | 基地面積(m2) | 生產產品 | 十地 房 ...