| 《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(#名不分先后) | | UHES | HTHIUM | | 临州十六后动,欢迎参编 | 扫码了解 | 今日，据天能储能消息称：正式与武汉极能签署框采协议，将在未来五年内为南非储能项目提供符合国际标准的2000台规格为261kWh的储能柜，预计容量 规模超500MWh。 据了解，产品由天能储能自研打造，已通过UN38.3、MSDS、UN3480及柜级IEC62619、IEC61000等全套权威认证，持有全球主要市场的"通行证"。 温馨提示：投稿/合作/找圈，请联系： hjs-Cindy 往期精选 ： 让更多人看到有价值的信息! 超1GWh！4家头部企业储能新项目 超1GWh！海辰储能等3企斩获工商储新单 排位赛开启！储能业三大悬念将揭晓 此次合作是天能储能深化新能源产业链布局的关键一步， 通过与武汉极能的强强联合，天能储能将进一步提升储能设备制造的规模化与智能化水平，加速产 品迭代升级。 ...

Core Insights - The article discusses the latest developments in energy storage projects from several companies, highlighting their contributions to the energy market and advancements in technology [1]. Group 1: Company Developments - CRRC Zhuzhou Institute has successfully connected a 120MW/240MWh grid-connected energy storage system for Jingjiang Special Steel Co., marking the establishment of China's first near-zero carbon steelmaking demonstration plant [2][4]. - The high-voltage direct-connected energy storage system developed by CRRC Zhuzhou Institute achieves a system cycle efficiency exceeding 92%, which is a 6% improvement over conventional low-voltage storage systems, and is expected to generate approximately 48 million yuan in additional revenue over its lifecycle [4]. - CATL has launched a 30MW/60MWh energy storage project in Shandong, which is the largest commercial energy storage project in the province, with an investment of 100 million yuan, aimed at reducing electricity costs by approximately 6.68 million yuan annually [6][8]. - Envision Energy has implemented a 250kW/524kWh energy storage project for Huayou, utilizing a smart liquid cooling system to manage power supply and demand effectively [9]. - Sungrow Power Supply has connected the first phase of an 800MWh energy storage project in Belgium, which is the largest of its kind in Europe, enhancing grid stability and providing clean energy to up to 96,000 households [10][12]. Group 2: Technological Innovations - The grid-connected energy storage system from CRRC Zhuzhou Institute features a unique H-bridge modular cascading design that eliminates the need for transformers, reducing energy loss and improving efficiency [4]. - The system's rapid response capability allows it to support instantaneous power and stabilize bus voltage within 20ms during high-load operations, ensuring energy quality and production continuity [4]. - The collaboration between Huayou and CATL has led to localized application of battery products, enhancing photovoltaic energy utilization by approximately 21.9 million kWh annually [8].

Core Insights - The global new energy storage market is experiencing sustained high growth, with China having 713 new energy storage projects connected to the grid by Q3 2025, totaling a capacity of 32.737 GW/84.922 GWh [2] - In Q3 2025, the global energy storage battery shipment volume was approximately 165-180 GWh, with energy storage system shipments around 90-105 GWh, indicating a robust industry outlook [2] Company Summaries - **Tesla**: In Q3, Tesla's energy and storage business generated $3.42 billion in revenue, a 44% year-on-year increase, accounting for over 12% of total revenue. The gross margin was 24.4%, significantly higher than the automotive business at 18.7%. The storage installation volume reached 12.5 GWh, an 81% increase year-on-year, with a total deployment of 32.5 GWh for the first three quarters [3] - **Sungrow Power Supply**: The company is confident in achieving its annual energy storage shipment target of 40-50 GWh. In the first half of 2025, it shipped nearly 28 GWh, with a projected increase in the second half. The revenue from energy storage systems in the first half was 17.802 billion yuan, a 127.78% year-on-year growth, with a gross margin of 39.92% [9] - **CATL (Contemporary Amperex Technology Co., Limited)**: In Q3, CATL's total shipments were nearly 180 GWh, with energy storage battery shipments estimated at around 36 GWh. The company is currently at full production capacity, and new capacity is expected to alleviate delivery bottlenecks in the next 1-2 quarters [10] - **EVE Energy**: In the first three quarters of 2025, EVE Energy's energy storage battery shipments reached 48.41 GWh, surpassing its power battery shipments. The company reported a total revenue of 45.002 billion yuan, a 32.17% year-on-year increase, with Q3 revenue of 16.83 billion yuan, up 35.85% [13] - **Pylon Technologies**: The company achieved a sales volume of 2,405 MWh in the first three quarters of 2025, a 142.44% increase year-on-year. In Q3 alone, sales reached 1,078 MWh, a 156.06% increase. The revenue for the first three quarters was 2.013 billion yuan, a 42.52% increase [14]

Core Insights - The article highlights recent developments in the energy storage sector, focusing on significant orders and partnerships that indicate growth in commercial energy storage solutions. Group 1: Sea Chen Energy Storage - Sea Chen Energy Storage has signed a strategic cooperation agreement with European supplier Energy 3000 for a 1GWh energy storage project over the next three years [2][4]. - The agreement includes the supply of high-performance energy storage systems tailored for commercial applications, such as integrated cabinets and container systems [4]. - As of now, Sea Chen has announced a total of 37.275GWh in energy storage orders since 2025 [5]. Group 2: GoodWe - GoodWe has secured an energy storage order from Panasonic Energy in Thailand, involving a system with a capacity of 50KW [7]. - The project utilizes an ET50 hybrid inverter and three 102.4KWh BAT storage units, aimed at managing energy costs through peak and off-peak energy usage [7]. - The ET50 inverter is noted for its 40% size reduction compared to traditional models, facilitating installation in limited spaces [8]. Group 3: New Energy An - New Energy An has completed a 2.662MWh energy storage system order for Taiwanese company Foton Foods, which was officially launched on October 21 [9][11]. - This system is designed to enhance energy management and efficiency, providing stable support during grid fluctuations to ensure the smooth operation of food production lines [11].

Core Viewpoint - The new energy storage industry in China is transitioning from a "gold-plated era" characterized by rapid growth to a "golden era" marked by technological pragmatism and value return, as mandatory storage policies are phased out and energy storage becomes fully market-oriented [2]. Group 1: Company Performance - In Q3 2025, the company achieved a record shipment of over 23 GWh, with a single-month peak exceeding 8 GWh, indicating explosive growth [7]. - The company's total shipments for the first half of 2025 reached 32.4 GWh, a 100.2% increase year-on-year, with energy storage batteries showing a remarkable 119.3% growth [7]. - The energy storage business has become the largest revenue source for the company, accounting for 53.6% of total revenue, surpassing the power battery segment for the first time [7]. Group 2: Strategic Transformation - The company has adopted a "streamlined focus" strategy, concentrating resources on high-growth areas such as commercial vehicles and energy storage, which has laid a solid foundation for its performance surge [10]. - The strategic shift aligns with the "Hedgehog Concept" proposed by Jim Collins, focusing on areas where the company can excel rather than competing directly with industry leaders in passenger vehicle batteries [10][12]. Group 3: Technological Innovation - The company is advancing in the competitive landscape of energy storage batteries, introducing next-generation products such as the 392 Ah and 588 Ah cells, which are crucial for the industry's capacity race [15][22]. - The Powtrix® 6.25 MWh energy storage system, featuring the 392 Ah cell, offers significant improvements in energy density and cost efficiency, showcasing the company's commitment to innovation [18][21]. Group 4: Market Positioning - The company has positioned itself as a leader in user-side energy storage cells, achieving the highest global shipment volume, while also ranking second in the installation of batteries for new energy heavy trucks in China [12]. - The company has established a strong global presence, with over 26.5 GWh of publicly announced energy storage orders, including significant agreements with international partners [8][10]. Group 5: Value Reconstruction - The company emphasizes a comprehensive value reconstruction approach, focusing on technological, safety, economic, and application value, to enhance its competitive edge in the evolving market [21][22]. - The strategic focus has shifted from merely competing on capacity to optimizing total lifecycle costs and ensuring system safety, reflecting a deeper understanding of market dynamics [21][22].

行家说储能 超2.5GWh，又一家企业斩获丹麦储能大单，北欧储能战局骤然升温。 ▋ 中建德成：签2.5GWh、50MWh储能项目合作 据中建德成（河南）实业发展有限公司官微报道，日前 中建德成与丹麦DRSOLAR Denmark ApS 、 NORLA 公司签署2.5 G Wh 、 50MWh 储能系统项目 合作协议。此次合作是中建德成全球化布局的重要里程碑。 MW☆ 点击 星标 ， 第一时间掌握前沿趋势 中建德成相关储能项目具体签约图，可左右滑动 据了解，上述项目将主要采用"磷酸铁锂电池系统+智能能量管理系统（EMS）"一体化技术架构，建成后将主要应用于丹麦地区的工商业用户及分布式能源 系统，实现削峰填谷、节能减排、能源安全等。 中建德成将负责项目全流程工作，涵盖系统设计、设备供货、现场安装、调试运行及人员培训等，确保项目按国际标准顺利交付，并 负责后期项目的 稳定运 行 。 另悉，DRSOLAR Denmark ApS 是丹麦 增长最快 的太阳能与储能解决方案供应商，客户遍布 欧洲； NORLA是投资机构，这是其首次对新能源行业的投 资。 ▋ 中企加速布局丹麦乃至北欧市场 不只是中建德成，2025年以来多 ...

Core Viewpoint - Recent developments in energy storage capacity by multiple companies, both domestic and international, indicate a significant expansion in the sector, with a total capacity exceeding 27GWh from various projects [2]. Group 1: Chinese Companies - Foxconn's energy storage brand "Fuchu Kenen" aims for an annual production capacity of 3GWh, establishing a "lighthouse factory" in Zhengzhou [4][6]. - Shengyun Energy's project in Jiangxi province is set to achieve an annual production capacity of 10GWh for energy storage systems, contributing to the clean energy transition [7][10]. - Deqing Taixin New Materials plans to invest 320 million yuan in a project to produce 1GWh of lithium-ion, sodium, and solid-state battery cells [13][16]. - Guangdong Xintao Garden's project focuses on producing aluminum alloy battery shells and energy storage cabinets, with a total investment of 500 million yuan [11]. Group 2: International Companies - International Power Systems (IPS) has launched a battery energy storage system factory in Bulgaria, with a phased capacity plan starting at 1.5GWh and aiming for 5GWh by mid-2026 [17][19]. - Prime Batteries Technology (PBT) is expanding its factory in Romania, increasing its annual capacity from 2.5GWh to 8.5GWh, with a focus on lithium-ion battery storage systems [20][21]. - PBT has delivered 226MWh of energy storage systems for renewable energy projects and expects to deliver a total of 605.8MWh by the end of the year, down from an initial target of 800MWh [23].

Core Insights - The article highlights significant developments in the energy storage sector, particularly focusing on major contracts signed by companies in the industry, indicating a robust growth trajectory in the market [1][2]. Group 1: China Electric Power Construction (中国电建) - In the first three quarters of 2025, China Electric Power Construction signed 142 new energy storage projects with a total contract value of 36.698 billion yuan [2]. - Notable contracts include a 500MW/2000MWh independent energy storage project valued at 1.78 billion yuan and a 200MW+100MWh wind-storage project in Uzbekistan worth 1.539 billion yuan [5]. Group 2: Sungrow Power Supply (阳光电源) - Sungrow Power Supply secured a 600MWh energy storage order from Hexa Energy for four ultra-high voltage storage projects, which includes the supply of PowerTitan 2.0 storage systems and lifecycle support [7]. - The Japanese government is actively promoting the energy storage industry, aiming for a 40-50% share of renewable energy by 2030, which is expected to drive demand for energy storage solutions [7]. Group 3: Haibo Technology (海博思创) - Haibo Technology announced a contract for a 185MWh large-scale energy storage system project in the Philippines, marking a significant entry into the Southeast Asian market [8]. - The company has over 14 years of industry experience and has participated in more than 300 energy storage projects globally, with a cumulative installed capacity exceeding 40GWh [9].

行家说储能 今日（即10月21日），在 富士康储能量产暨新品发布会上，全新储能品牌"富储科能"正式亮相，发布AIO -261/522 kWh、 组串分布式-4320 kWh，并 宣布计划于明年面市AIO-488kWh、集装箱6250kWh 、 "能 量巨兽"-9370 kWh等储能产品。 此次新品发布会上，富士康表示，"在当前新能源转型步入深水区、全球能源结构深刻变革的背景下，作为构建新型电力系统的关键技术，新型储能正从商业 化探索迈向规模化普及的爆发期，国际储能需求持续释放，但 国际贸易环境日趋复杂，行业竞争加剧，技术迭代加速 。 " 富士康强调， "' 惟其艰难，方显勇毅'，无论国际形势如何变化，富士康布局储能产业的决心坚定不移；无论技术如何演进，富士康坚持以市场需求为导 向、为客户创造价值的使命始终不渝；无论竞争如何激烈，富士康依托自身精密制造优势、赋能储能业务的战略方向从未偏移。" 在产品研发层面，富士康以"全生命周期不热扩散"为目标，如采用2mm厚气凝胶，隔热性能达行业两倍；BMS算法支持38项诊断，为国标两倍。公司投入 数千万元建设CNAS实验室，参与41项DVP美标测试，覆盖并网、EMC与HIL ...

Core Insights - The article highlights significant recent developments in the energy storage sector, with three companies securing major contracts and agreements, indicating a growing trend in the industry. Group 1: Company Developments - Xunying Energy has signed a 10GWh energy storage cooperation agreement, marking a strategic move into the energy storage sector for the Xunying Group [1][2]. - Wanbo Smart Energy has secured a 200MWh storage order valued at 130 million RMB, collaborating with China Machinery International Engineering Design and Research Institute [4][6]. - Skyworth Energy has entered into a strategic cooperation agreement with Kexing Technology for an initial scale of 100MWh, focusing on commercial energy storage projects [7][9]. Group 2: Project Details - The 10GWh agreement by Xunying Energy includes partnerships with two universities and eight domestic companies, emphasizing its commitment to high-end energy storage system integration and innovative technology [2][3]. - The 200MWh project by Wanbo Smart Energy will utilize leading brands for battery cells, including CATL and Haicheng, and will cover comprehensive solutions from design to installation [6]. - The collaboration between Skyworth Energy and Kexing Technology is based on a previously successful project, with expectations of significant returns over a 20-year period [10].