Core Viewpoint - The article discusses the upcoming changes in the commercial energy storage sector driven by new policies, particularly the implementation of document 136 and the introduction of time-of-use pricing in Jiangsu, which will reshape the operational logic of energy storage systems [1][9]. Group 1: Policy Changes and Market Dynamics - The implementation of document 136 marks a shift away from mandatory energy storage, leading to a new phase in commercial energy storage where market dynamics will play a crucial role [1]. - The time-of-use pricing policy in Jiangsu, effective from June 1, compresses the arbitrage space, indicating a more competitive environment for commercial energy storage [1]. Group 2: Industry Insights from Key Players - Dr. Sun Yunlin, a veteran in the renewable energy sector, emphasizes that the demand for energy storage has surged due to the volatility of distributed photovoltaics, making storage a necessity rather than an option [9]. - Xiamen Guomao's leasing division highlights that financial leverage has a limited impact on the return on equity (ROE) of storage projects, suggesting that leasing can smooth cash flow and reduce investment risks [13]. - Jingkong Energy has extensive experience in large-scale energy storage projects globally and notes that policy and market conditions are critical factors influencing the commercial energy storage market this year [17]. - Huazhi Energy plans to invest 1 billion yuan in a new R&D and production headquarters for commercial energy storage, indicating strong growth potential in this sector [23]. - Huayou Energy focuses on the lifecycle management of lithium batteries and sees a broad future for distributed energy storage systems across various applications [27]. Group 3: Upcoming Events and Engagements - The "2025 Global User-side Energy Storage Industry Value Summit" will take place on June 10, 2025, in Guangzhou, providing a platform for industry leaders to discuss innovative paths driven by new policies [1][31].

Core Viewpoint - The article discusses the first batch of provincial-level independent energy storage pilot demonstration projects in Jiangxi Province, highlighting the total scale of 4.5GW/10.24GWh and the involvement of various investment entities and technologies [2][9]. Summary by Sections Project Overview - The project list includes a total capacity of 4.5GW and 10.24GWh, with major investment entities such as Jiangxi Puhui Energy, XWANDA Smart Energy, Datang, Huadian New Energy, and Ronghe Yuanshu [2][9]. - The primary technology used is lithium iron phosphate, along with other technologies like electrochemical storage combined with flywheel storage, supercapacitor technology, and compressed air energy storage [2]. Leading Projects - Jiangxi Zhongke YN, Datang, and Ronghe Yuanshu lead the projects with capacities of 300MW/1800MWh, 550MW/1200MWh, and 400MW/800MWh respectively [3]. Project Locations - The largest project capacities are located in Yichun, Jiujiang, and Ganzhou, with respective scales of 1000MW/3120MWh, 700MW/1400MWh, and 700MW/1366MWh [4]. Detailed Project List - A detailed list of projects includes various entities and their respective capacities, such as: - Jiangxi Puhui Energy's project in Jinxian County: 10MW/20MWh - Jiangxi Datang International's project in Jiujiang: 10MW/20MWh - Jiangxi Huadian's project in Jiujiang: 10MW/20MWh - Other projects with similar capacities across different cities [5][7]. Implementation Guidelines - The Jiangxi Energy Bureau emphasizes the importance of advancing the construction of these pilot demonstration projects, aiming for completion and grid connection by June 30, 2026, with possible extensions for specific projects [10][11]. - Responsibilities are outlined for various stakeholders, including city-level power authorities, project units, and grid companies, to ensure effective management and integration of these projects into the energy system [11][12][14].

Core Viewpoint - The article discusses the impact of new commercial electricity pricing policies in Jiangsu Province on the industrial and commercial energy storage market, highlighting both challenges and opportunities for investment in energy storage projects [2][10]. Group 1: Policy Changes and Market Response - Starting June 2025, Jiangsu will implement new time-of-use electricity pricing and distributed energy policies, which will test the economic viability and technical requirements of commercial energy storage projects [2]. - Some companies have paused investments due to altered revenue expectations, while others have temporarily halted ongoing projects, facing potential contract risks [2]. - Despite these challenges, several user-side energy storage projects have been successfully launched in Jiangsu, indicating resilience and long-term confidence in the market [2]. Group 2: Project Highlights - CATL has launched a 1.99MW/4.66MWh energy storage project in Jiangsu, expected to save over one million yuan in electricity costs annually, with a payback period of under five years [4]. - Yunji Huisheng has successfully connected a 3.7MW/7.955MWh distributed energy storage project in Yangzhou, enhancing green energy consumption and reducing electricity costs [6]. - China Shipbuilding Industry Corporation has completed a 2MW/6MWh energy storage project, utilizing intelligent string storage technology to optimize performance and extend system lifespan [7]. Group 3: Financial Analysis and Investment Viability - A comparison of old and new policies shows that under the new pricing, the payback period for energy storage projects increases by 9.5 years, with the overall investment return rate dropping to 4.93% [10][11]. - Despite reduced profit margins from peak-valley arbitrage, the energy storage market in Jiangsu remains viable, with potential for diversified revenue models [12]. - Strategies such as operational optimization and dynamic demand control can enhance the comprehensive return rate of energy storage projects by 48%, increasing average annual returns [13]. Group 4: Future Outlook - The article suggests that the new policies represent a strategic turning point for the commercial energy storage sector, pushing for higher-level advancements and multi-dimensional value extraction [19]. - The upcoming "2025 Global User-side Energy Storage Industry Value Summit" will gather industry leaders to discuss the implications of the new policies and explore future development paths [19].

Core Viewpoint - The article discusses the recent developments in the commercial energy storage sector in Anhui, highlighting significant projects and collaborations aimed at enhancing energy storage capabilities and integrating renewable energy solutions [2][5]. Group 1: Project Developments - A 37.5MW/100.5MWh energy storage station has been successfully connected to the grid in He County, Anhui, marking it as the largest user-side energy storage project in the region [3][5]. - The total investment for the He County project is 115 million yuan, and it employs a lithium iron phosphate storage system [5]. - As of now, there are 23 publicly announced user-side energy storage projects in Anhui since 2025, with a total capacity of 484.874MW/1451.319MWh [6][8]. Group 2: Project Distribution and Collaboration - The projects are primarily located in cities such as Hefei, Anqing, and Wuhu, with Hefei accounting for 32% of the total projects [6]. - The collaboration between Tianneng and Honghua Smart Energy aims to deepen strategic partnerships focusing on multi-scenario applications and virtual power plant construction [5]. - The largest tender project announced is a 300MW/600MWh user-side energy storage project in Woyang County [8]. Group 3: Future Prospects - The article indicates a growing trend in the energy storage market, with various companies like China Power Construction and Sunshine Power involved in the development of these projects [6][11]. - The integration of energy storage with renewable energy sources is emphasized as a key strategy for future energy solutions [5][6].

插播 ： 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 刚签完智利约1GWh订单，这家企业转头又到非洲拿下最大独立电池储能系统Red Sands BESS项目投资意向书。 日前，非洲独立电力生产商Globeleq宣布与阳光电源签署 153MW/612MWh 的Red Sands BESS项目意向书和为期15年的服务清单。 图片源于阳光电源 ■ 又一个区域最大项目？ 据行家说储能不完全统计，除了非洲订单外，2025年以来阳光电源对外公开的储能订单还包括日本500MWh、芬兰100MWh储能系统订单等；在 国内阳光电源还中标了中国电建、华电、国电投、中核汇能、国电许继等多个储能系统设备采购（采购规模总计35GWh)。 | 日期 | 合作/招标单位 | 内容 | 项目采购规模 | | --- | --- | --- | --- | | 5月26日 | 非洲 Globeleg | 为电池储能系统Red Sands BESS项目提 | 153MW/612MWh | | | | 供PowerTitan 2 ...

Core Viewpoint - The article discusses the transformation of the commercial and industrial energy storage sector from being policy-driven to market-driven, highlighting the challenges and opportunities that arise from this shift [1]. Group 1: Event Overview - The "2025 Global User-Side Energy Storage Industry Value Summit and Application Demonstration Exhibition" is organized to explore the development of commercial energy storage, gathering nearly 20 leading companies and over 3000 LED optoelectronic and construction enterprises [1]. - The event aims to strengthen project connections in the LED optoelectronic industry and uncover new business opportunities in commercial energy storage [1]. Group 2: Key Highlights - The summit will feature insights from 20 leading companies, sharing practical experiences and exploring innovative development paths for commercial energy storage under new policies [4]. - A first-of-its-kind energy storage guide will be released, tailored for users, investors, operators, and developers in the commercial energy storage sector [4]. - The event will focus on user-side energy storage projects, evaluating the top 10 projects based on safety, profitability, and demonstration aspects to establish benchmarks [4]. Group 3: Agenda and Speakers - The agenda includes a global analysis of the user-side energy storage market, with a focus on project rankings and investment recommendations [5]. - Notable sessions will cover topics such as digital empowerment in commercial storage, addressing price anxiety, and exploring diverse application scenarios for energy storage [6]. - The summit will also feature discussions on innovative paths for commercial energy storage driven by new policies, with participation from various industry experts [6].

Core Viewpoint - The article highlights the recent developments in the commercial energy storage sector, showcasing various partnerships and projects that are expected to significantly enhance energy storage capacity and contribute to carbon reduction efforts. Group 1: Partnerships and Collaborations - Envision Technology Group has signed a strategic cooperation agreement with Cloud Intelligence Energy to provide customized energy storage solutions, aiming to drive over 500MWh of installed capacity and reduce CO2 emissions by over 100,000 tons [2] - Zhongtian Energy has partnered with Konflux Kapital International GmbH to develop a battery energy storage system (BESS) project in Austria, with a total capacity of 176MW/432.5MWh [3] - Pengcheng Unlimited has entered into a commercial cooperation project with Linfen Qingfeng Zhonghe New Energy, focusing on energy storage systems [5][7] Group 2: Major Project Announcements - CATL is a candidate for the procurement of a 1.2GWh energy storage system for a project in Gansu, with a bid price of 0.499 yuan/Wh, leading among 22 participating companies [8][9] - Yongfu Co., in collaboration with the Sixteenth Hydropower Bureau, has won a bid for a 6GWh energy storage project in Inner Mongolia, which is part of a significant new energy storage initiative [10][11]

Core Viewpoint - The article discusses the upcoming "2025 Global User-Side Energy Storage Industry Value Summit and Application Demonstration Exhibition," emphasizing the importance of energy storage in optimizing electricity costs and enhancing energy security in the context of China's dual carbon strategy and electricity market reforms [1][3]. Group 1: Event Overview - The summit will take place from June 9 to June 12, 2025, in Guangzhou, gathering industry leaders and innovators to explore the future of commercial energy storage [1]. - The event aims to address the current state and future direction of the commercial energy storage market, featuring discussions led by industry experts [2]. Group 2: Key Speakers and Topics - Notable speakers include industry leaders such as Zhang Zhengchuan from China Energy Construction Group and Zeng Yunfan from Liansheng New Energy Group, who will provide insights on energy storage design and investment strategies [3][4]. - Topics will cover the transition from "assembly" to "operation" in commercial energy storage, focusing on lifecycle operation and maintenance as critical factors for project economics and safety [9]. Group 3: Market Trends and Innovations - The article highlights the shift in commercial energy storage towards digitalization and AI integration, which enhances operational efficiency and addresses price volatility concerns [13]. - The implementation of new policies, such as the cancellation of mandatory storage requirements, is expected to significantly impact the energy storage landscape, driving a transition from policy-driven to market-driven development [26][27]. Group 4: Technical Insights - The summit will explore the role of distributed energy storage in overcoming bottlenecks in the power distribution network, with a focus on case studies demonstrating the effectiveness of these technologies [17]. - Innovations in sodium-ion battery technology and its application in energy storage projects are also discussed, showcasing the potential for significant deployment and revenue generation [18]. Group 5: Future Outlook - The article emphasizes the importance of addressing safety and economic viability in energy storage projects as the industry evolves towards a more competitive landscape [27]. - The summit is positioned as a platform for stakeholders to share insights and strategies for navigating the challenges and opportunities in the commercial energy storage sector [30].

Core Viewpoint - The article discusses the rapid development and investment opportunities in the commercial and industrial energy storage sector in China, highlighting significant projects and trends in user-side energy storage since 2025 [2][3][10]. Group 1: Project Developments - As of 2025, there have been 47 user-side energy storage projects with a total capacity of 4.566 GW and 12.101 GWh [3]. - A new 170 MWh commercial energy storage project by Meike Energy has commenced in Wuhu, Anhui, which is one of the largest projects in the province [7][9]. - The largest user-side energy storage project announced is a 300 MW/600 MWh facility in Bozhou, Anhui, with an estimated contract value of approximately 48 million yuan [14]. Group 2: Market Trends - In the first quarter of 2025, over 6 GWh of user-side energy storage projects were registered, accounting for 81.61% of the total capacity of such projects [15]. - The majority of these projects are concentrated in Jiangsu, Anhui, and Sichuan, with Jiangsu alone accounting for 44% of the total project count [11]. - The article notes that the user-side energy storage market is experiencing a significant increase in project announcements, with 26 projects totaling 1.8292 GW and 5.773 GWh reported since 2025 [10]. Group 3: Key Players and Collaborations - Major companies involved in these projects include China Energy Engineering, Guangzhou Energy Storage Group, and Trina Solar, among others [11]. - The article emphasizes the collaborative efforts within the industry to explore the future of commercial energy storage, particularly at the upcoming 2025 Global User-Side Energy Storage Industry Value Summit [2][6].

Core Viewpoint - BYD Energy has secured a significant 3.5GWh energy storage order in Chile, marking its largest collaboration with Grenergy to date [3][5]. Group 1: BYD Energy's Recent Orders - BYD Energy has signed a new agreement with Grenergy to supply a total of 3.5GWh energy storage systems for the Oasis de Atacama project in northern Chile [3]. - The new order consists of 6,240 MC Cube-T modules, which are highly integrated with blade batteries, achieving a space utilization rate improvement of 98% [5]. - Since the beginning of 2025, BYD Energy has secured multiple energy storage orders totaling over 17.6GWh, including a 12.5GWh project with Saudi Electricity Company [8]. Group 2: Project Details - The Oasis de Atacama project will ultimately have a total storage capacity of 11GWh, potentially becoming one of the largest energy storage projects globally [5]. - Prior to this order, BYD had already provided 3GWh of battery storage systems for the first three phases of the Oasis de Atacama project, bringing the total to 6.5GWh [5]. - Grenergy has over 12 years of experience in Chile and has completed nearly 100 projects, with a platform that includes 4.6GW of solar power generation and 18.3GWh of storage capacity [7].