Core Viewpoint - The establishment of a joint venture between China Petroleum Group Jichai Power Co., Ltd. and Contemporary Amperex Technology Co., Limited (CATL) aims to enhance their presence in the lithium-ion battery energy storage system market in China, leveraging each other's technological strengths to expand in the renewable energy sector [1][2]. Group 1: Joint Venture Details - The joint venture will be primarily engaged in the production and manufacturing of lithium-ion battery energy storage systems, with Jichai Power holding 60% and CATL holding 40% of the equity [1]. - In terms of market share, both companies are projected to have a combined market share of 0-5% in the lithium-ion battery energy storage system market in China by 2024 [1]. Group 2: Historical Collaboration - CATL has previously been awarded contracts for Jichai Power's liquid-cooled battery system projects, indicating a long-standing collaborative relationship [2]. - The partnership aims to further explore strategic cooperation in areas such as energy storage and photovoltaic charging [2]. Group 3: Industry Positioning - CATL has been actively forming partnerships with major state-owned enterprises to establish a robust energy storage ecosystem, which includes joint ventures and collaborations in various sectors [3]. - The joint venture is expected to enhance Jichai Power's energy storage strategy, providing a stable supply of batteries and accelerating technology implementation and market expansion [7]. Group 4: Technological Advancements - CATL has recently announced the mass production of the 587Ah cell, which is anticipated to set new standards in large-capacity energy storage cells [6]. - The integration of advanced storage technologies, including the 587Ah cell, into the joint venture's operations is highly anticipated [6]. Group 5: Jichai Power's Strategic Developments - Jichai Power has been actively developing new energy storage solutions, with a production capacity of 4GW for direct current systems by 2024 [7]. - The company has launched several energy storage projects, including a 2GWh storage PACK production line and a mobile energy storage system for drilling applications [7][8]. Group 6: Procurement Activities - Jichai Power has issued multiple procurement notices related to energy storage systems, indicating a strong commitment to expanding its capabilities in this sector [8]. - Recent procurement activities include a 1200MWh liquid-cooled energy storage system, with CATL being a key supplier for several projects [10].

Group 1 - Huawei Digital Energy has partnered with SchneiTec to establish Cambodia's first energy storage station, featuring a 12MWh storage project that includes 2MWh for validating Huawei's intelligent string-type grid-connected energy storage technology [2][4] - The project boasts a time constant Tj range of 3-20 seconds, exceeding the standard requirement of 3-12 seconds, enabling faster support for grid stability [4] - The system effectively controls voltage fluctuations and maintains grid stability during short-term voltage drops and surges, operating stably across a voltage range of 5%-130% of the rated voltage [4] Group 2 - Sungrow Power Supply has launched a solar-storage integrated farm project in South Australia, collaborating with AGL Energy to power the Kerarbury almond farm in New South Wales [5][6] - The project features a total installed capacity of 5.99MW, expected to generate approximately 14,000MWh of clean electricity annually, with a renewable energy penetration rate projected to reach 83% [8] - Sungrow has signed a strategic cooperation agreement with Spanish company Zelestra to provide battery energy storage systems (BESS), with deliveries for the Aurora project in Chile scheduled to begin in Q4 2025, covering a liquid-cooled storage system with a capacity of approximately 1GWh [8]

运维由辅 助走向 C 位 根据曾云帆的演讲报告，可以看到，2025年，随着新型储能产业由政策襁褓向市场造血转型，以精细化运营、高效安全运维为主的储能后市场从辅 助职能跃升为价值创造主力。这一变革背后是政策、行业发展、市场需求以及技术迭代四大核心引擎作用的结果： 行家说储能 步入2025年年中，我们或许需要换一种视野来看储能行业了。 曾经依赖抢装扩产、只盯着装机量的市场，必须直面核心命题：如何将重资产转化为可持续收益引擎， 从"拼命建"转向"聪明管"。未来，谁率先完 成这场蜕变，或许就将手握改写行业游戏规则的金钥匙。 6月10日，在行家说储能联合光亚法兰克福主办的"2025年全球用户侧储能产业价值峰会暨应用示范展"上，联盛新能源集团市场总监曾云帆以《事 须即行不可迟，储能运维正当时》为题，从智能运维角度，以联盛新能源集团优得运维（以下简称为优得运维）为例，重点解读储能后市场时代的 运维密码。 同期，联盛新能源集团带着用户侧储能一站式解决方案亮相展会，引起广泛关注。此次展会上，联盛新能源集团透露，目前储能项目开发容量累计 近1GWh，储能项目运维规模累计近2GWh，拥有100+家县市级运维服务中心，并凭借丰富的投 ...

Core Viewpoint - The article discusses Taihe Intelligent's strategic move to acquire 100% equity of Sunshine Yuchu, a subsidiary of its controlling shareholder Sunshine New Energy, to expand into the commercial user-side energy storage business, with a transaction price not exceeding 50 million yuan [1][3]. Group 1: Company Overview - Taihe Intelligent is primarily engaged in AI visual recognition and provides intelligent equipment and services, with its core business being intelligent detection and sorting equipment and intelligent packaging equipment [3]. - In 2024, Taihe Intelligent achieved a revenue of 564 million yuan, a year-on-year increase of 10.68%, and a net profit attributable to shareholders of 21.47 million yuan, a significant year-on-year growth of 89.89% [3]. Group 2: Acquisition Details - The acquisition of Sunshine Yuchu marks a significant step in Taihe Intelligent's strategy to extend into the renewable energy sector, particularly in commercial user-side energy storage [3][4]. - Sunshine Yuchu, established in February 2023 with a registered capital of 200 million yuan, focuses on the investment, development, and operation of commercial user-side energy storage projects [5]. Group 3: Market Context and Potential - The commercial user-side energy storage sector is transitioning towards market-driven value, with AI automation increasingly being used to predict electricity market changes and enhance storage project operations [4]. - Taihe Intelligent's existing technological capabilities in industrial AI visual recognition, spectral detection, and intelligent algorithms may provide a competitive edge in the safety monitoring and intelligent operation of energy storage systems [4]. Group 4: Financial Performance of Sunshine Yuchu - In 2024, Sunshine Yuchu reported a revenue of 19.78 million yuan, accounting for 3.51% of Taihe Intelligent's revenue, with a net profit of -6.13 million yuan [5]. - For the first quarter of 2025, Sunshine Yuchu's revenue was 15.70 million yuan, representing 15.00% of Taihe Intelligent's revenue, with a net profit of -22.66 million yuan [5]. Group 5: Strategic Implications - The integration of Sunshine Yuchu's assets with Taihe Intelligent is expected to complement resources and mitigate competition risks with other subsidiaries of Sunshine New Energy [8]. - The acquisition may also serve as a strategic move for Sunshine New Energy to consolidate its core advantages in photovoltaic project development and investment, potentially paving the way for future capital operations [7][8].

日前，又有海内外多家企业更新储能相关 订单消息，其中 亿纬锂能、三星SDI、TotalEnergies等3企公开的储能 订单规模约4GWh。 ■ 亿纬锂能： 拿下2GWh储能电芯订单 日前，三晶电气宣布与亿纬锂能正式签署战略合作协议。双方就储能电芯达成规模 2GWh的项目合作 意向。 根据协议，亿纬锂能将为其储能电池产品提供专项适配支持，确保电池与三晶电气储能系统的无缝集成，共同打造从户用到工商业全场景的智慧能 源解决方案。 其中， 在户用储能领域，产品将搭载亿纬锂能电池的三晶电气最新光储充一体机，基于智慧能源管理系统，可实时优化家庭用电策略，匹配光伏发 电与储能调度。在工商业储能领域，双方为商用能源项目提供定制化解决方案，通过储能系统深度耦合，提供更高效的能源调度与峰谷套利能力。 此次战略签约后，双方将进一步深化国际市场合作，共同推进储能系统与电池技术的本地化适配，为全球客户提供智慧能源解决方案。 ■ TotalEnergies ：拿下日本 500MW/2000MWh 项目第一阶段订单 近日，TotalEnergies 旗下的电池和储能系统子公司 Saft 被可再生能源开发商 Gurin Energy 指定 ...

Core Viewpoint - The global user-side energy storage market is experiencing new development characteristics in the first half of 2025, driven by both policy and market adjustments, despite a short-term observation sentiment due to policy changes [1][3]. Market Status - The global commercial energy storage market has shown steady development in the first half of 2025, with a slowdown in new installed capacity growth due to unclear policy details [3][6]. - Leading companies have performed exceptionally well, with some achieving 400% year-on-year growth in signed contracts by completing one-third of their annual targets by May [6]. Overseas Market - The overseas market is developing differently, with the European commercial energy storage market showing significant growth, expected to reach 19.6 GWh of new installations by 2028, increasing its market share from 12% in 2024 to 25% [7]. Chinese Market - In China, from January to April 2025, the total grid-connected capacity reached 22.6 GWh, with user-side energy storage projects accounting for 0.696 GW/1.775 GWh, representing 7.8% of new energy storage connections [10]. - Manufacturing projects dominate the market, making up 85% of the demand, including both traditional high-energy-consuming industries and advanced manufacturing sectors like semiconductors [13]. Price Trends - Prices for commercial energy storage systems are on a downward trend, with the average price of a 215 kWh energy storage unit dropping from 0.8 yuan/Wh in January 2024 to 0.66 yuan/Wh, a decrease of approximately 18.75% [17]. Market Forecast for 2025 - The global commercial energy storage market is expected to add 15.26 GWh of new installations in 2025, with China contributing 10.56 GWh, pushing the market size beyond 10 billion yuan [20]. - The industry is entering a new phase characterized by diversified profit models, expansion into inland regions, and heightened safety and compliance requirements [20].

Core Viewpoint - The article highlights significant advancements in the energy storage sector, with three companies announcing substantial storage orders exceeding 3GWh during the SNEC 2025 event, indicating a growing demand for energy storage solutions in the renewable energy market [1]. Group 1: Guoxuan High-Tech - Guoxuan High-Tech received intention orders for its Qianyuan Smart Storage 20MWh battery system, totaling over 3GWh in capacity from multiple clients [2]. - The product features a modular design with a lifespan of 25 years and incorporates an AI-driven control and operation platform for efficient fault management [2]. - Previous agreements include a sales framework with several energy companies for over 7GWh and collaborations on various storage projects in Taiwan and Japan [4]. Group 2: Linyang Energy - Linyang Energy won a bid for a 40MW/120MWh battery storage system in Mauritius, with an estimated contract value of approximately 179 million RMB [5]. - The project will utilize an EPC model and must withstand extreme environmental conditions, showcasing Linyang's capability in international markets [5]. - The company has also signed agreements for additional storage projects in Italy and Sweden, further expanding its global footprint [6]. Group 3: Jinko Energy - Jinko Energy secured a 66MWh storage order in the Middle East, following a previous agreement for a 45MWh order for four large storage projects [7]. - The G2 Blue Whale liquid cooling system used in this project enhances grid stability and renewable energy integration, with a planned delivery in Q3 2025 [8]. - Jinko has announced nearly 1GWh of storage orders since the beginning of 2025, reflecting its active engagement in the energy storage market [9].

Core Viewpoint - The article highlights the significant advancements and collaborations in the energy storage industry showcased at the recent "2025 Global User-side Energy Storage Industry Value Summit and Application Demonstration Exhibition," emphasizing the shift towards energy storage solutions and the introduction of innovative products and partnerships among leading companies in the sector [1][2]. Group 1: Industry Trends and Developments - The exhibition transformed from a photovoltaic focus to a dedicated energy storage event, with a notable increase in the number of storage companies and products presented [1]. - Several companies signed major cooperation agreements and secured GWh-level procurement orders during the event, indicating a robust market demand for energy storage solutions [1][2]. - The introduction of products responding to the 136 policy and market value transformation reflects the industry's adaptation to regulatory changes and market needs [1]. Group 2: Key Product Launches - Companies like采日能源 showcased advanced storage systems, including the Serlattice G3 10MWh intelligent storage system, which aims to reduce costs and expand application scenarios [5]. - 中车株洲所 presented its构网型储能系统 and the "云枢" storage inverter, emphasizing high power density and safety features [6][8]. - 华为数字能源 launched the FusionSolar9.0, a smart string-based energy storage solution that integrates various energy management capabilities [10][12]. Group 3: Notable Collaborations and Agreements - 采日能源 and other companies formed strategic partnerships to enhance their energy storage ecosystems, focusing on comprehensive energy solutions [3][18]. - 南都电源 signed a strategic cooperation agreement with 太蓝新能源 to explore solid-state battery applications in ultra-safe energy storage [23]. - 蜂巢能源 established significant strategic agreements with various industry leaders to enhance its market presence and technological capabilities [87]. Group 4: Company-Specific Innovations - 比亚迪储能 introduced several new products, including the MC Cube-T Pro BESS with a capacity of 6.4MWh, featuring advanced safety and operational efficiency [15]. - 亿纬锂能 launched the 836kWh modular cabinet, designed for flexibility and efficiency in commercial energy storage applications [24][27]. - 国轩高科 unveiled its 20MWh energy storage battery system, which received substantial orders and is designed for long-term reliability and safety [31][32]. Group 5: Emerging Technologies and Solutions - 海博思创 presented its "储能+X" full-scene solutions, integrating various storage technologies for diverse applications [16][18]. - 智光电气 showcased its liquid-cooled commercial storage unit, emphasizing high efficiency and safety in demanding environments [60][62]. - 永泰数能's Aurora 5015 system demonstrated high energy density and cost efficiency, marking a significant advancement in the industry [97]. Group 6: Market Outlook - The article indicates a strong growth trajectory for the energy storage market, driven by technological advancements, regulatory support, and increasing demand for sustainable energy solutions [1][2]. - The collaborations and innovations presented at the exhibition suggest a competitive landscape where companies are actively seeking to enhance their offerings and market positions [1][2].

Core Viewpoint - The competition between CATL and Sungrow in the energy storage industry represents a complex decision-making process for battery manufacturers and system integrators, as they must choose between the 587Ah and 684Ah battery specifications, which could impact their future positioning in technology competition [2][3][9]. Group 1: Market Dynamics - The competition between the 587Ah and 684Ah battery routes is expected to remain tight in the short term, with three potential long-term outcomes: Sungrow's 684Ah route could dominate, CATL's 587Ah could maintain leadership, or both could coexist [3][4][5]. - The competition is not merely about battery capacity but involves a deeper struggle for industry chain dominance, with CATL's dual role as both a battery supplier and a competitor to system integrators raising concerns among downstream integrators [9][10]. Group 2: Strategic Considerations - CATL's 587Ah specification is designed for broad applicability, representing a gradual innovation path that balances performance and reliability, while Sungrow's 684Ah approach seeks to redefine battery specifications from a system integration perspective [11][12]. - Other battery manufacturers and system integrators must carefully evaluate their strategic choices based on their strengths and market conditions, as premature alignment with one side could pose risks, while excessive caution might lead to missed opportunities [12][13]. Group 3: Future Outlook - The energy storage industry is entering a phase of convergence, with the new generation of large battery technologies shifting from multiple models to two mainstream specifications (587Ah and 684Ah), indicating a maturation of the industry [16][17]. - The competition is expected to unfold in three stages: a parallel technology validation phase, a cost-effectiveness comparison phase, and a final assessment of comprehensive strength and industry alliances [17][18].

Core Viewpoint - The collaboration between CRRC Zhuzhou Institute and CATL aims to enhance energy storage solutions, efficient energy utilization, microgrid construction, and smart energy services, marking a significant step in the energy storage industry [1][3]. Group 1: Partnership Details - A framework cooperation agreement was signed on June 12, 2023, during the SNEC exhibition, focusing on joint innovation in energy storage and market cooperation over the next five years [1][3]. - This is not the first collaboration; a previous agreement was established in November 2023, indicating a strong ongoing partnership [3][4]. - CRRC Zhuzhou Institute has rapidly advanced in the energy storage sector, achieving the top position in domestic energy storage system integrators, while CATL has significantly increased its battery sales to 69 GWh, a 69-fold growth [3][4]. Group 2: Technological Advancements - CATL has launched the 587Ah battery cell, which boasts an 8000-cycle lifespan and an energy density of 434Wh/L, contributing to the competition in the third-generation energy storage cell market [4][6]. - The new battery cell features a remarkable initial round-trip efficiency (RTE) of 96.5%, with minimal degradation over its lifecycle, showcasing significant technological breakthroughs [4][6]. Group 3: Strategic Implications - The partnership is expected to leverage both companies' strengths in technology innovation and market expansion, aiming to create a shared industry ecosystem and drive technological advancements in the energy storage sector [6][7]. - The implementation of policy 136 marks a transition from policy-driven to market-driven growth in the new energy storage industry, enhancing the trading environment and optimizing storage solutions [6][7]. - The collaboration is anticipated to set new benchmarks in the energy storage market, increasing competitive pressure on smaller integrators and promoting industry consolidation [6][7].