| 《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: 2 行家说储能 | 鸣谢:以下参编单位的特别贡献(排名不分先后) | | HTHIUM | | | 调研止式启动, 欢迎参编 | 扫码了解 | 进入第三季度，587Ah电芯以及搭载587Ah电芯的储能系统进入密集量产期。 近日，采日能源宣布，其已具备6.25MWh储能系统量产交付能力。该系统采用通过国标认证的587Ah电芯，致力于打造集"安全可靠、度电成本优化、超额 收益"于一体的场景解决方案。 主流场景拓扑及解决方案 ▋ 星汉6.25MWh 集装箱储能系统有何不同？ 该产品适用于新能源与传统电厂调峰调频、独立储能电站峰谷调节与辅助服务，并可参与电力中长期与现货交易等多种应用场景。 以100MW/200MWh电站为例，6.25MWh对比5.015MWh优势 依托采日能源领先的技术研发实力、高度自动化的产线以及成熟的供应链体系，星汉系列6.25MWh集装箱储能系统 目前已具备量产交付能力，2025年第四季度将逐 步在国内市场上进行项目交付 。 ▋ 如何让每一度电的价值最大化？ ...

又有2家储能企业拿单，订单总规模达3GWh，订单均源于印度。 据外媒消息，9月8日，印度 ACME Solar Holdings 表示，已通过 POSCO 国际公司和中国第一汽车集团进出口有限公司，向中汽新能全资子公司—— 滁州力神新能 源科技有限公司 订购了 2GWh电池储能系统 (BESS)。 据了解， 该订单将在未来 6至10个月内分阶段交付，并将部署在 ACME Solar 的 FDRE（固定和可调度可再生能源）和独立 BESS 项目中，计划在未来 12 至 18 个月 内投入使用。 算上此订单， ACME Solar 的 BESS 累计采购量超过5 GWh，此前3.1GWh订单 由 天合储能（1.7GWh）和南都电源（1.4GWh）获得 。 图为：浦项国际基建板块执行总裁Mr.Jason、一汽进出口常务副总经理杨小翠，中汽新能党委书记、总经理卢天军作为三方代表签署协议。浦项国际中国区代表韩基源、中汽新能副总经 理于长虹、总经理助理门鹏等共同出席并见证。 据悉，浦项国际为 世界500强企业POSCO集团旗下重要业务板块， 是全球钢铁制造的领导者。根据合同，三方计划于2026年深化合作，探索更多储能 及 ...

Core Viewpoint - The energy storage sector remains highly active, with significant stock price increases observed in related companies, particularly in lithium battery and energy storage sectors [2][5][7]. Market Capitalization Overview - The total market capitalization of the top 100+ energy storage-related companies reached 60,112 billion yuan, with only one company exceeding 1 trillion yuan and another between 900 billion to 1 trillion yuan [2]. - CATL (宁德时代) leads the market with a valuation of 1.48 trillion yuan, reflecting an increase of 3.4 billion yuan since the beginning of the year [5][11]. - BYD ranks second with a market cap of 977.91 billion yuan, showing a 23.99% increase since January 2 [7][11]. - Sungrow Power Supply (阳光电源) has seen its market cap rise to 280.6 billion yuan, an increase of 88.21% since the start of the year [7][11]. Company Performance Highlights - CATL maintained its position as the global leader in energy storage cell shipments, with over 50 GWh expected in the first half of 2025 [5]. - BYD's total installed capacity for new energy vehicle power batteries and energy storage batteries reached approximately 23.175 GWh in August, with a cumulative total of 180.051 GWh from January to August [7]. - Sungrow Power Supply's energy storage system business surpassed its photovoltaic inverter business for the first time, generating 17.8 billion yuan in revenue in the first half of the year, a year-on-year increase of 128% [7]. Significant Market Capitalization Increases - Companies with over 100% increase in market capitalization since the beginning of the year include: - Li Yuan Heng (利元亨) with a 209.96% increase, primarily providing solid-state battery equipment [9]. - Xian Dao Intelligent (先导智能) with an increase of 181.09%, benefiting from the recovery of domestic battery manufacturers [9]. - Xing Yun Co., Ltd. (星云股份) with a 152% increase [9]. - Haibo Si Chuang (海博思创) saw its market cap double from 153.49 billion yuan to 324.53 billion yuan since its listing [10]. Summary of Market Capitalization Changes - A detailed table shows the market capitalization changes of various companies from January 2 to September 5, 2025, highlighting significant increases for companies like CATL, BYD, and Sungrow Power Supply [11][13].

Core Viewpoint - The article highlights the successful integration of a large-scale user-side energy storage project in Guangdong, showcasing advancements in energy management and optimization capabilities by CRRC Zhuzhou Institute [2][3][4]. Group 1: Project Overview - The energy storage project in Guangdong Yangjiang has a capacity of 125MW/250MWh and is one of the largest user-side storage projects in the smelting industry in China [2][3]. - The project serves as a demonstration for high-energy-consuming enterprises to explore green energy usage paths and showcases CRRC Zhuzhou Institute's capabilities in system integration and engineering execution [3][4]. Group 2: Technical Features - The project consists of 25 energy storage units, each with a capacity of 5MW/10MWh, and utilizes CRRC's new generation Energy Management System (EMS) platform for optimized scheduling across multiple time scales [4][6]. - The EMS platform is built on a microservices architecture, allowing for high concurrency, flexible expansion, and easy maintenance, supporting real-time monitoring and intelligent energy dispatch [6][7]. Group 3: Economic Impact - The energy storage system is expected to optimize energy expenditure by approximately 16.74% annually, resulting in savings of over 58 million yuan [4][6]. - The project can participate in local grid frequency regulation and explore multiple revenue models, including peak-valley arbitrage and ancillary services [7]. Group 4: Future Prospects - CRRC Zhuzhou Institute is collaborating with power grid companies and partners to advance new energy consumption and virtual power plant models, paving the way for innovation in the energy storage sector [8][11]. - The successful integration of this project marks a significant milestone for CRRC in the energy storage field, with expectations for replicating similar successes across various industries [11].

Core Insights - The article discusses the strategic partnerships and projects of Hai Chen Energy in the energy storage sector, highlighting its expansion into the Nordic and Middle Eastern markets [1][4]. Group 1: Partnerships and Projects - On September 5, Hai Chen Energy signed a cooperation agreement with BOS Power to deploy a total of 3GWh of energy storage systems in Denmark, Sweden, Finland, and Norway by 2027 [1][3]. - The agreement includes a range of energy storage projects with individual capacities of 30MWh and above, with Hai Chen Energy providing advanced DC-side storage systems [3]. - In August, Hai Chen Energy signed contracts with Saudi Electricity Company and Alpha Group to construct two large-scale storage projects in Saudi Arabia, totaling 1GW/4GWh [4]. Group 2: Market Expansion - Hai Chen Energy has established strategic partnerships with various companies, including Yishite and Israel's El-Mor, to accelerate the deployment of long-duration energy storage systems globally [5]. - As of now, Hai Chen Energy has publicly disclosed major energy storage orders exceeding 33GWh since 2025 [5]. Group 3: Project Details - The first project under the BOS Power agreement has already commenced construction in Denmark, marking Hai Chen Energy's official entry into the Nordic market [3]. - A detailed table outlines various partnerships and project scales, including a 4GWh project with Saudi Electricity Company and a 1GWh project in Pakistan [6].

Core Viewpoint - The article discusses the acquisition of 100% equity of Zhongji Jiangsu Clean Energy Co., Ltd. by Zhongcheng Co., Ltd. for 151 million yuan, marking a strategic entry into the industrial storage market [2][3]. Transaction Overview - The transaction involves issuing shares to purchase assets and raising matching funds [3]. - The total transaction price for the acquisition is 151.4629 million yuan [3]. - The target company, Zhongji Jiangsu, focuses on investment, development, and operation of energy storage projects for industrial users [4]. Financial Performance - In the first half of 2025, Zhongji Jiangsu reported contract energy management revenue of 22.41 million yuan [4]. - The company has shown growth in installed capacity, with a total installed power of 76.50 MW and an energy storage capacity of 206.65 MWh as of June 2025 [5]. - The discharge volume has increased significantly, with 70,851.93 MWh in the first half of 2025 compared to 34,107.38 MWh in 2023 [5]. Project Portfolio - Zhongji Jiangsu currently operates seven projects, has one under construction, and one planned, with a total scale of approximately 326.03 MWh and total investment of about 510 million yuan [6]. - The projects include various energy storage systems across different locations, with significant capacities and partnerships with notable companies [7]. Strategic Implications - The acquisition is expected to create synergies in project construction, customer resources, and international expansion, enhancing the overall competitiveness of Zhongcheng Co., Ltd. [9]. - The integration of Zhongji Jiangsu's operations with Zhongcheng's existing business is aimed at promoting sustainable development aligned with green initiatives [9]. Risks and Challenges - The article highlights potential risks including policy changes, macroeconomic factors, and fluctuations in electricity market prices that could impact the profitability of the acquired company [10]. - Specific concerns include reduced charging and discharging cycles due to narrowing peak-valley price differences in Jiangsu, which may adversely affect earnings [10].

行家说储能 又一家企业加入储能系统顶流之间的大单角逐。 日前，据外媒报道， SK On宣布拿下美国大型储能系统供应合同，合同预计高达7.2GWh，业内估计 约2万亿韩元（ 约合102.6亿人民币 ）。 ▋ SK On：拿下7.2GWh储能系统供应合同 日前，据外媒报道，SK On 4日宣布与总部位于科罗拉多州的可再生能源公司 Flatiron Energy Development签署1GWh储能系统供应合同，并获得了 该公司2030年前在美国推进的6.2GWh项目的优先购买权。 ▋ 竞逐储能超级大单， 韩系电池三巨头加入战局 值得注意的是，与SK On一样，韩国其他两家电池巨头三星SDI、LGES，也正全力转向LFP技术，并加速布局北美储能系统市场。 ☆ 点击 星标 ， 第一时间掌握前沿趋势 据了解，此前7月15日，SK On宣布与韩国电池材料制造商 L&F 就北美市场磷酸铁锂正极材料供应签署谅解备忘录，计划通过改造现有生产线建立LFP 电池生产能力，将于明年下半年量产ESS专用的LFP电池。 当月，SK On首席执行官李锡熙在7月举行的SK Innovation企业价值提升战略发布会上表示，公司将积极进军快 ...

Core Viewpoint - Major battery companies are accelerating their competition in the all-solid-state battery sector, marking a shift from laboratory research to large-scale production [2][3]. Group 1: Company Developments - EVE Energy announced the successful rollout of its "Longquan No. 2" all-solid-state battery at its Chengdu production base, which covers an area of approximately 11,000 square meters and aims for an annual production capacity of nearly 500,000 cells [4][7]. - The first phase of EVE's production facility is expected to be completed by December 2025, with a manufacturing capability of 60Ah batteries, while the second phase aims for a 100MWh annual production capacity by December 2026 [7]. - The "Longquan No. 2" battery has an energy density of 300Wh/kg and a volumetric energy density of 700Wh/L, targeting high-end applications such as humanoid robots and low-altitude aircraft [7]. Group 2: Strategic Goals - EVE Energy's chairman, Dr. Liu Jincheng, stated that the company will invest heavily in funding, equipment, and R&D resources to achieve key targets of 400Wh/kg and 1000Wh/L energy densities for solid-state batteries by 2025 [8]. Group 3: National High-Tech Developments - Guoxuan High-Tech announced that its first all-solid-state battery pilot line has officially been completed, with the "Jinshi" all-solid-state battery currently in the pilot production stage and achieving a yield rate of 90% [9]. - The company has initiated the design work for its first-generation all-solid-state battery production line with a capacity of 2GWh, and its samples have an energy density of 350Wh/kg [9]. - Guoxuan High-Tech is also collaborating with BASF to build a cooperative system in the energy storage sector, with portable mobile energy storage devices gaining popularity overseas [10]. Group 4: Investment Plans - Guoxuan High-Tech disclosed plans to invest no more than 8 billion yuan in building new energy battery bases in Nanjing and Wuhu, aiming for a total production capacity of 40GWh [11].

Core Viewpoint - The article highlights the significant shift in energy cooperation among Shanghai Cooperation Organization (SCO) member countries towards renewable energy, particularly solar and wind, and the resulting surge in demand for energy storage solutions [2][3]. Group 1: Energy Cooperation Initiatives - On September 1, China proposed to implement "10 million kilowatts of solar" and "10 million kilowatts of wind" projects with SCO member countries over the next five years [2]. - The establishment of the China-SCO Energy Cooperation Platform on September 2 marks a key transition from traditional fossil fuels to renewable energy within the SCO framework [3]. Group 2: Energy Storage Demand Across SCO Countries - Russia aims to achieve a storage capacity of 5GW by 2035 but faces significant domestic supply shortages, creating opportunities for Chinese storage companies [7]. - Belarus heavily relies on fossil fuels, leading to high demand for various storage solutions, including household and commercial storage systems [7]. - Iran is focusing on commercial storage systems to address its energy crisis, particularly through solar park developments [7]. - Central Asian countries are enhancing their renewable energy generation capabilities, with Kazakhstan expected to exceed 1GW of storage capacity in the next decade [7]. - Uzbekistan's household storage market is projected to grow at a compound annual growth rate of 89%, from $2 million in 2024 to $98 million by 2030 [7][10]. Group 3: Strategic Partnerships and Agreements - China is leveraging its advanced technologies in photovoltaic components and energy storage systems to deepen energy cooperation with SCO countries, resulting in over 70 commercial agreements worth more than $15 billion signed during the recent China-Kazakhstan Entrepreneurs' Council meeting [12]. - Chinese companies are actively entering the SCO member markets, with significant storage orders in India exceeding 12GWh this year [16]. Group 4: Specific Projects and Collaborations - Various Chinese companies are collaborating with SCO member states on energy projects, such as Huawei's smart microgrid project in Russia and multiple agreements in Kazakhstan for integrated solar and storage projects [17]. - In Uzbekistan, significant discussions have taken place regarding modernizing pump stations and constructing wind and solar power plants with storage systems [16].

Core Viewpoint - Longi Green Energy, previously the only major player in the global photovoltaic module market not involved in energy storage, is now planning to enter the energy storage business through partnerships and potential acquisitions [2][3][4]. Group 1: Strategic Entry into Energy Storage - Longi Green Energy has taken a significant step by investing in Suzhou Jingkong Energy and is in discussions for potential acquisitions with another energy storage company [3]. - The company has historically focused on hydrogen energy but is now shifting towards energy storage, indicating a strategic pivot in response to market trends [4][6]. - Longi's chairman, Zhong Baoshan, previously stated that the company did not see a competitive edge in the energy storage market, but recent developments suggest a change in this stance [6][12]. Group 2: Technological and Market Positioning - Longi has been preparing for this move by developing its own energy storage technologies, including a patent for a "storage system and power generation system" [9]. - The energy storage market is becoming increasingly competitive, with companies like Canadian Solar leveraging energy storage to improve profitability, as evidenced by a 31.42% gross margin in their storage business [9]. - Longi's collaboration with established energy storage firms like Jingkong Energy reflects its recognition of the latter's technological capabilities and growth potential [11]. Group 3: Market Timing and Competitive Landscape - The current market environment, characterized by clearer policies and a shift from price competition to technology and value competition, presents a strategic opportunity for Longi to enter the energy storage sector [16]. - The industry has moved past irrational expansion, allowing new entrants to avoid high-risk trial-and-error costs [16]. - Longi's entry into energy storage comes at a time when other major photovoltaic companies have already established their positions, raising questions about Longi's ability to carve out a niche in this competitive landscape [17].