继日前，东方日升拿下巴西工业巨头WEG公司3GWh储能订单不久，今日，其又官宣拿下100MWh的工商业储能订单。 据了解，此次东方日升的合作方是 安徽兴广新能源科技有限公司 和 合肥南赛光伏能源有限公司 完成合作签约，双方 签订的2026年工商储订单100MWh的 合作 ，主要是由东方日升向客户提供光储解决方案以及其他能源服务。 温馨提示： 投稿/合作/找圈，请联系hjs-Cindy，13609002797 昨天，行家说储能报道了4家储能企业斩获超4GWh的储能订单（ 点这里 ）；今日，又获悉了3家储能企业签署新协议：分别是东方日升拿下 100MWh工商 业储能订单；武汉天源拿下600MWh网侧储能合作；Allye Energy拿下5套储能系统订单。 ▋ 东方日升：斩获100MWh工商业储能订单 据了解，MAX500系统420kW/500kWh将在电网限制和现场物流不切实际的地点为零放建筑设备和车辆充电。MAX500 是 Allye 产品系列中首款具备直流 快速充电功能的系统，使得电量从 20%到80%的电量在大约一小时内快速补充。该功能使系统能够从任何公共直流快充器充电，或在大型项目中实现现场互 充电。 值 ...

Core Insights - The energy storage PCS market is entering a phase of "volume and price increase" as multiple provinces reach critical stages of project delivery and grid connection, leading to a trend of price increases due to extended production cycles [2][20] - The role of PCS is transforming from a simple energy conversion device to a key node in the intelligent grid, prompting companies to consider how to innovate and collaborate to become the core hub for value realization in the new power system [2][5] Market Dynamics - The energy storage PCS market is experiencing a significant shift in competition logic, moving from a focus on single device performance to a comprehensive endurance race that includes technological sophistication, system collaboration, supply chain resilience, brand influence, and global layout [20][21] - The industry is witnessing a transition from a policy-driven model to a market-driven value model, necessitating a rapid shift in business models from hardware sales to integrated solutions [23][24] Technological Innovations - Companies are emphasizing the need for hardware innovation and intelligent algorithm upgrades to enhance the interaction between energy storage and the grid, with a focus on achieving millisecond-level response times and multi-objective optimization capabilities [6][10] - The trend towards larger power capacities in energy storage PCS is evident, with centralized PCS power ratings increasing from 1.725MW to 2.5MW, and string PCS moving from 125kW–375kW to over 400kW [14][15] System Integration - The core competitiveness of energy storage PCS products is shifting from individual component performance to system integration capabilities, requiring deep collaboration with battery management systems (BMS) and energy management systems (EMS) [11][12] - Companies are developing customized solutions that leverage a deep understanding of grid scheduling rules and market mechanisms to enhance system performance and reduce integration complexity [11][12][18] Future Trends - The growth of string architecture is expected to dominate large-scale energy storage, with its unique advantages in system management and efficiency [17][18] - The mainstream trends for energy storage PCS technology by 2025 include the large-scale application of grid-constructing technology, increased power capacity, and the integration of AC and DC systems [18][19]

温馨提示： 投稿/合作/找圈，请联系hjs-Cindy，13609002797 昨天，行家说储能报道了宁德时代（ 点这里 ）与弘正储能（ 点这里 ）分别斩获东南亚地区储能订单。 今日，行家说储能又获悉了比亚迪、天合光能、东方日升、三星SDI拿下储能订单——天合光能与美国企业 Lightshift Energy部署1GWh电网级储能系统； 比亚迪与Corvus Energy AS签署谅解备忘录； 东方日升与巴西工业巨头WEG签署3GWh的储能系统战略合作协议；三星SDI向美国某能源企业供应磷酸铁 锂电池。 ▋ 天合光能 ：部署1GWh电网级储能系统 近日，天合光能宣布扩大与美国领先的储能系统开发商、所有者和运营商Lightshift Energy（Lightshift）的战略合作伙伴关系。双方计划合作在美国各地 打造超过1GWh的储能项目组合。项目组合将采用天合光能的Elementa 2 Pro储能解决方案。 值得一提的是，此前天合储能和Lightshift此前已有成功的合作，包括2024年在马萨诸塞州格罗顿、霍尔顿和帕克斯顿的四个项目。 此外，天合光能 董事长高纪凡在12月的业绩说明会上透露，截至2025年三 ...

新型储能产业如何把握电力市场改革与数智化机遇？行家说储能正联合 中车株洲所、弘正储能、海辰储能、为恒智能、融和元储 等头部企业， 编 撰 《2025电力市场与数智化储能调研报告》，该报告将于1月8日行家说储能峰会上发布。欢迎更多企业参与，共抓产业风口。 继587Ah储能电芯已出货2GWh（ 点这里 ）后，宁德时代再传新订单，拿下 4GWh 储能系统协议。 ▋ 宁德时代供4GWh储能产品 日前，据外媒报道，宁德时代与新加坡可再生能源开发商 Vena Energy 签署了框架供应协议。根据该协议，宁德时代将向Vena Energy当地子公司PT Infrastruktur Terbarukan Sedaya提供4GWh的EnerX电池储能系统 (BESS) 解决方案。 ▋ 挖掘百亿市场，中企重码押注 数据显示，东南亚储能市场潜力巨大，预计规模将从2025年的35.5亿美元（约合人民币252亿元）增长至2030年的49.2亿美元（约350亿元人民币），东 盟区域装机量预计在2025年达到12GWh。 市场由各国碳中和目标及高比例可再生能源规划强力驱动，呈现鲜明特点： 此前，行家说储能整理了关于东南亚地区部分国家储能 ...

温馨提示： 投稿/合作/找圈，请联系hjs-Cindy，13609002797 100MWh，又一企业在东南亚拿下储能新订单。 12月7日，弘正储能与越南企业AISEN在胡志明市正式签署战略合作及100MWh储能协议。 ▋ 10 0MWh储能协议！力拓东南亚市场 此次与越南企业AISEN的合作，是弘正储能借助本地企业的渠道和市场能力、实施东南亚储能市场本地化战略的重要一步。 双方将构建覆盖产品、服务与市场资源的全链条能源应用生态，提供"安全、高效、可持续"的储能解决方案。 | 2025年弘止储能部分储能订单/项目 | (按弘正储能披露排序-从晚到早) | | --- | --- | | 项目所在地 | 订单/项目 | | 越南 | 与AISEN签署战略合作及100MWh储能协议 | | 中国广东 | 东莞铭普光磁股份有限公司成功投运1.044MWh工商业储能项目 | | 新加坡 | 工地柴储微网项目 | | 缅甸 | 酒店光储柴微网项目 | | 立陶宛 | 工商业储能项目 | | 赞比亚 | 离网光储项目 | | 刚果(金) | 光储柴微电网项目 | | 捷克 | 捷克首都布拉格交付首个运动场馆储能项目 | ...

新型储能产业如何把握电力市场改革与数智化机遇？行家说储能正联合 中车株洲所、弘正储能、海辰储能、为恒智能、融和元储 等头部企业， 编 撰 《2025电力市场与数智化储能调研报告》，该报告将于1月8日行家说储能峰会上发布。欢迎更多企业参与，共抓产业风口。 近日，又有企业签储能长期大单。 据海辰储能消息指出， 海辰储能与中车株洲电力机车研究所有限公司综合能源事业部（以下简称"中车株洲所"）正式签署 5年120GWh的储能相关合作。 ☆ 激活 星标 ， 第一时间掌握前沿趋势 对于 中车株洲所 而言，作为央企旗下重要的综合能源解决方案提供商，相关数据显示，中车株洲所国内储能订单容量规模位于前列， 接连斩获包括河南信 阳的70MWh储能设备、中国绿发若羌500MW/2GWh等大型项目订单。 此次锁定5年120GWh储能电芯超级订单，不仅展现了中车株洲所对未来储能市场前景的信心，更 直观地反映了头部集成商在产能紧张预期下，为确保交付 与成本优势、对核心电池供应链进行前瞻性战略锁定的决心。 值得注意的是，此次合作主要为314Ah、∞Cell 587Ah、∞Cell 1175Ah等大容量电芯，而海辰储能在大容量电芯的量产速度 ...

Core Insights - Two companies have recently signed significant energy storage cooperation agreements, indicating a growing trend in the energy storage sector [1] Group 1: Energies and Contracts - Nenghui Technology has signed a framework contract for 350MWh of energy storage with a European company, effective until December 31, 2026 [2] - The first batch of 20MWh sales under this contract has been executed, amounting to €2.5 million (approximately 20 million RMB), with a delivery period of 135 days post-payment [2] - Nenghui Technology is enhancing its efficiency through organizational changes and is focusing on large-scale energy storage, commercial energy storage, and solar-storage microgrid businesses [2] Group 2: Partnerships and Projects - Huawei Digital Energy has completed a project signing with Shenzhen Energy Group for the Shenzhen Energy Mawan Power Plant [3] - The collaboration aims to develop a new energy storage project that will support high-load density grid peak regulation and frequency modulation, enhancing power supply reliability and equipment operational safety [5]

新型储能产业如何把握电力市场改革与数智化机遇？行家说储能正联合 中车株洲所、弘正储能、海辰储能、为恒智能、融和元储 等头部企业， 编 撰 《2025电力市场与数智化储能调研报告》，该报告将于1月8日行家说储能峰会上发布。欢迎更多企业参与，共抓产业风口。 近日，中汽新能、库博能源接连拿下欧洲地区GWh储能订单。前者与比利时能源企业AVESTA签署了2GWh的储能战略合作协议；后者 与罗马尼亚能源创新 型企业VoltLink Energy举行了1GWh的战略合作签约仪式。 这些订单的签署，正值欧洲储能市场进入规模化发展关键阶段——欧洲目前累计装机预计在本月突破100GW大关 ，且增长动力正从户用储能转向以大型储 能项目为主导 ，以期实现2030年500-780GWh的装机目标。 ▋ 中汽新能：2GWh的储能战略合作协议 日前，中汽新能与比利时AVESTA公司正式签署了容量达2GWh的储能战略合作协议。 ☆ 激活 星标 ， 第一时间掌握前沿趋势 作为欧洲电池制造领域的领军企业，比利时AVESTA公司构建了"研发-制造-回收"全产业链闭环生态，其当前核心业务聚焦下一代固态电池的研发与规模化 生产，2025年8月，该公 ...

温馨提示： 投稿/合作/找圈，请联系hjs-Cindy，13609002797 2025年临近尾声，回望这一年，新型储能行业正站在从"政策驱动"迈向"市场化价值驱动"的关键节点。 工信部近期出手治理电池非理性竞争，为行业划定高质量发展的清晰赛道。同时，容量补偿政策具备持续性，叠加负荷高增速、新能源装机加速的确定性需 求，储能赛道进入"提质增效"黄金期。 在这份时代的答卷上，我们不禁要问：这场深刻的价值转型中，究竟是哪些企业凭借产品硬实力与市场话语权抢占先机，交出了一份真正引领行业的年度答 卷？ 这份凝聚着行业智慧的答案，将在"行家说储能·2025储能行家极光奖"的评选中得到权威的揭示与表彰。"储能行家极光奖" 不仅是一份年度榜单，更致力于 挖掘储能"优等生"的成功密码，为产业决策提供精准的价值参照和供应商选择参考。 目前，"储能极光奖"奖项征集反响热烈，行家说储能此前已先后进行了系列报道： 储能年度影响力大奖，花落谁家？ 产品即话语权？储能年度角逐来了 强手云集！储能年度战局升级 群雄逐鹿！年度储能产品竞速 本期，行家说储能将持续跟踪报道申报最新动态。同时，奖项申报即将截止，诚邀储能领域的优秀企业把握最后的机 ...

Core Insights - The competitive landscape of energy storage PCS has shifted from a "blue ocean" to a "red ocean," with a decisive question emerging: where will the key competitive points lie in the second half of the industry? The answer is increasingly clear: it is not about marginal efficiency improvements or extreme cost reductions, but rather a network-forming technology that can reshape the value of PCS and transition energy storage systems from "passive execution" to "active support" [2] Group 1: Market Dynamics - By 2025, new policies from the National Energy Administration and mandatory ratios in regions like Xinjiang indicate that grid-forming energy storage is rapidly moving from a "technical alternative" to a "market necessity" [4] - According to CESA data, from January to September 2025, the newly installed capacity of grid-forming energy storage in China reached 2.9GW/9GWh, surpassing the total of 8.9GWh for the entire year of 2024, with a cumulative operational capacity of 6GW/19.1GWh, nearly five times the growth from 2023 [7] Group 2: Technological Advancements - Leading companies like Sungrow, Huichuan Technology, and NARI Technology are strategically positioning themselves around grid-forming technology, indicating that the market positioning and commercial value of PCS are being redefined [2][4] - Sungrow emphasizes that PCS will increasingly focus on the overall grid dimension, enhancing its foundational support for safety and improving the intelligent response level for economic aspects [7] - Huichuan Technology is prioritizing grid-forming technology, enhancing the stability of power systems through active participation in frequency and voltage regulation [7] Group 3: Challenges and Opportunities - Grid-forming energy storage faces multiple challenges in scaling up, including technical, standardization, and economic issues [10] - The complexity of adapting to various operational conditions is a significant hurdle for grid-forming PCS, requiring high responsiveness, control precision, and overload capacity [12] - The lack of unified technical standards for grid-forming PCS in China has led to market credibility issues, with some "pseudo-grid" products causing operational failures [14] Group 4: Future Outlook - The industry is at a critical stage of deep integration of "source-grid-load-storage," with collaborative efforts to draft a white paper analyzing storage development trends, set to be released in January 2026 [14]