Core Viewpoint - The commercial energy storage sector is facing a value reshaping challenge by 2025, with three hidden barriers: competition shifting from single product comparison to overall solution competition, service depth transitioning from functional superiority to customer value creation, and market focus moving from domestic homogenization to global expansion [2][4][17]. Group 1: Transition from Product to Solution - The commercial energy storage industry is evolving from being mere equipment suppliers to solution providers, emphasizing the need for modular energy storage system solutions [4][10]. - Current applications in commercial energy storage exhibit characteristics of project dispersion and strong customization, necessitating a deeper understanding of customer needs and the development of tailored solutions [4][6]. - The shift from product-centric to customer value-centric approaches is fundamentally restructuring the competitive landscape of the commercial energy storage sector [10][11]. Group 2: Modular System Solutions - Modular system solutions can be categorized into two types: "Lego-style" modularity at the system level, allowing independent operation and flexible combinations, and "building block-style" modularity at the supply chain level, utilizing standardized components [2][6]. - The introduction of the modular energy storage system solution by Yilan Technology in 2023 allows for the decoupling of the entire system into three main modules: DC/DC, DC/AC, and STS, which can be freely combined to meet diverse commercial needs [7][11]. Group 3: Global Market Strategy - Yilan Technology emphasizes a "local empowerment, global win-win" strategy, focusing on overcoming hidden barriers in overseas markets by achieving product certification in 21 countries and adapting solutions to local grid characteristics [14][15]. - The company aims to build competitive advantages through localized services and partnerships, establishing service networks in regions like Thailand, the Netherlands, and South Africa to enhance after-sales support [15][17]. - Recent actions, such as the shipment of nearly 400 PCS units overseas, demonstrate the transition of Chinese commercial energy storage enterprises from hardware output to value co-creation [15][17].

Core Viewpoint - The article highlights the rapid development of energy storage policies across China, with approximately 45 direct subsidy policies implemented this year, indicating a shift towards supporting operational performance rather than just installed capacity [2][4]. Policy Distribution - Zhejiang Province has emerged as the most active region with 13 subsidy policies, while Guangdong follows closely with significant single-project subsidies, including up to 50 million yuan for specific projects [4]. - The highest subsidy rate is found in Ningbo's virtual power plant application at 2 yuan/kWh, while Chongqing offers 0.5 yuan/kWh for user-side subsidies [7]. Duration of Subsidies - More than half of the subsidy policies currently in the application phase have a validity period of three years, with some extending up to ten years [8]. Subsidy Methods - Discharge and response subsidies, each with 11 policies, dominate the landscape, indicating a trend towards these methods as the mainstream approach by 2025, surpassing capacity and installation subsidies [10]. - The rationale behind this choice is the precision and efficiency of discharge and response subsidies, which directly link funding to actual discharge activities, ensuring resources are allocated to active projects that contribute to grid regulation [13]. Market Integration - This model encourages project owners to explore diverse market profit scenarios, such as peak-valley arbitrage and demand response, thereby promoting deeper integration of energy storage into the power system ecosystem [14]. - As "mandatory capacity allocation" gradually fades, discharge and response subsidies play a crucial role in avoiding resource misallocation and guiding the industry towards genuine market value-driven growth, while also stimulating the development of the electricity spot trading market [14].

Core Viewpoint - The article highlights recent advancements in the commercial energy storage sector, with four companies announcing significant projects that enhance energy reliability and efficiency in various regions [2][3][6][12]. Group 1: Company Developments - GCL-Poly Energy has secured a 150MWh commercial energy storage project in Wuhu, consisting of 30 units of 2.5MW/5MWh storage sub-units, featuring intelligent control platforms for various commercial scenarios [3][5]. - Daqin Energy has successfully connected a 10MW/20MWh commercial energy storage project in Suzhou to the grid, providing a comprehensive solution that includes project planning, design, equipment supply, and smart operation management [6][8]. - Jinko Solar is deploying two 2.15MWh energy storage systems in El Salvador and has partnered with a Mauritanian brand to implement a solar plus storage system, aiming to reduce carbon emissions and operational costs [9][11]. - China National Petroleum Corporation has established a large-scale solar-storage charging station in Guangdong, featuring a peak photovoltaic capacity of 243KW and an annual power generation of approximately 219,000KWh [12]. Group 2: Economic and Environmental Impact - The GCL-Poly project is designed to provide economic benefits through peak shaving and emergency backup, while also preparing for virtual power plant support [5]. - The Daqin Energy project is expected to save the client approximately 4 million yuan annually in electricity costs, with an estimated annual discharge of 9 million kWh [8]. - Jinko Solar's projects are projected to significantly reduce carbon emissions, with the Mauritanian project expected to cut around 1,800 tons of CO2 emissions annually [11]. - The CNPC charging station is anticipated to serve about 170,000 new energy vehicles per year, contributing to a reduction of approximately 140 tons of carbon emissions annually [12].

Core Viewpoint - The performance of the energy storage business among six companies, including RuiPu LanJun, KeLiYuan, and others, shows mixed results, but overall resilience in performance is noted despite some companies facing pressure [2]. Group 1: Company Performance - RuiPu LanJun reduced losses by 90%, with energy storage battery shipments doubling year-on-year to 18.87 GWh, generating revenue of 5.08 billion yuan from energy storage batteries, a 58.4% increase [10]. - KeLiYuan achieved a total revenue of 18.21 billion yuan, a 23.21% increase, with energy storage revenue of 1.15 billion yuan, up 4% [6]. - KeLu Electronics turned a profit with a net profit increase of 579.14%, achieving revenue of 25.73 billion yuan, a 34.66% increase, and energy storage revenue of 12.82 billion yuan, up 177.15% [7]. - NanDu Power's revenue from communication and data center storage reached 1.89 billion yuan, a 34.09% increase, while overall revenue fell by 31.67% [9]. - HeWang Electric reported a total revenue of 1.88 billion yuan, a 36.39% increase, with a net profit increase of 56.79% [11]. - ShengHong's revenue was 1.36 billion yuan, down 4.79%, with a net profit of 158 million yuan, down 12.91% [4]. Group 2: Market Trends and Innovations - ShengHong recognized the growth potential in commercial energy storage, citing a continuous increase in electricity consumption in China's secondary and tertiary industries [4]. - KeLiYuan is actively expanding its energy storage project investments, with over 10 GWh of projects in reserve [6]. - KeLu Electronics is focusing on strategic clients in the domestic market and expanding into overseas markets, including the Americas and Europe [8]. - NanDu Power is innovating with new products, including large-capacity lithium iron phosphate storage cells and liquid cooling storage systems [9]. - HeWang Electric offers a range of energy storage solutions, including centralized storage inverters and customized energy storage systems [11].

Core Viewpoint - The energy storage industry is witnessing significant project wins, with multiple companies securing contracts for large-scale energy storage systems, indicating a growing market demand and investment in energy storage solutions [2][8]. Group 1: Project Wins and Contracts - Hai Chen Energy Storage has won a major contract for a 1GW/4GWh energy storage project in Saudi Arabia, highlighting the international expansion of Chinese energy storage companies [2]. - Xinjiang Afanti Yue Water Power has been awarded a contract for a 200MW/800MWh energy storage project, marking the first time a local state-owned enterprise has entered the energy storage system integration market [2][5]. - Three companies, including Xinjiang Yue Water Power, CRRC Zhuzhou Electric Locomotive Research Institute, and Sungrow Power Supply, have been shortlisted for the procurement of an 800MWh energy storage system in Xinjiang [3][4]. Group 2: Financial Details of Contracts - The total contract value for the shortlisted companies in the Xinjiang project amounts to approximately 537 million yuan [2]. - The bid prices for the shortlisted candidates in the Xinjiang project are as follows: Xinjiang Yue Water Power at 35.04 million yuan, CRRC Zhuzhou at 34 million yuan, and Sungrow at approximately 36.36 million yuan [4]. - Shanghai Hope Architectural Design has signed a procurement contract worth 232 million yuan for a 200MW/400MWh shared energy storage demonstration project [8][9]. Group 3: Additional Project Information - The project by *ST Energy involves a 100MW/300MWh energy storage station with a total contract value of approximately 305 million yuan, emphasizing the company's capabilities in project execution [10]. - The procurement for the Xinjiang project includes various essential equipment such as transformers, GIS switchgear, and lithium iron phosphate battery storage systems [5].

Core Viewpoint - The article highlights recent advancements in the commercial energy storage sector, with four companies making significant progress in various international markets, indicating a growing trend in energy storage solutions [2]. Group 1: Company Developments - Sungrow Power has secured a 400MWh commercial energy storage order in Brazil, collaborating with Roca Group's subsidiaries MOBS and TCCOMC to deploy the systems over the next three years [3][5]. - Sanjing Electric has successfully installed the world's first CM2 smart outdoor energy storage cabinet in Belgium, which enhances the self-consumption ratio of solar energy to over 60% and allows for participation in electricity trading [6][8]. - Xiamen Xiangyu New Energy has shipped its first batch of network-type liquid-cooled energy storage cabinets to Pakistan, aimed at supporting the largest commercial energy storage project for a cement manufacturer [9][11]. - Desay Battery's 8.6MWh energy storage project in Hunan has successfully connected to the grid, utilizing self-developed battery cells and a health management system for enhanced safety and economic efficiency [12][14].

Core Viewpoint - The article highlights the significant growth and opportunities in the energy storage market, particularly focusing on the recent contracts secured by Xiamen Hichain Energy Storage in Saudi Arabia, indicating a robust demand for battery energy storage systems (BESS) driven by Saudi Arabia's Vision 2030 strategy [3][10]. Group 1: Company Developments - Xiamen Hichain Energy Storage has secured a major contract with Saudi Electricity Company for a battery storage project with a total capacity of 1GW/4GWh, valued at approximately 25.98 billion RMB (around 3.62 billion USD) [3][6]. - The company is responsible for supplying equipment and operations for the Tabuk-1 and Hail 2BSP projects, with specific contract values of 671.7 million and 686.35 million Saudi Riyals respectively [3][6]. - Since 2025, Hichain Energy Storage has announced over 30GWh of major energy storage orders, showcasing its expanding footprint in the industry [7]. Group 2: Market Insights - The Saudi battery storage market is experiencing explosive growth, with a total of 13GWh of grid-level BESS projects already built or under construction, projected to reach 33.5GWh by 2026, making it the third-largest BESS market globally after the US and China [10][11]. - The Saudi Power Procurement Company plans to tender 2GW/8GWh of independent BESS projects annually starting in 2024, aiming for a cumulative total of 10GW/40GWh by 2030 [10][11]. - The competitive landscape is intensifying, with major Chinese companies actively bidding for large-scale storage projects in Saudi Arabia, indicating a strong presence of leading firms in the market [12][13].

Core Viewpoint - The article highlights the launch of Huichuan Technology's industrial zero-carbon strategy, termed "1+4+X=0," at the 4th China International Energy Storage Exhibition, emphasizing the integration of automation and energy management for low-carbon transformation [2][4][6]. Group 1: Industrial Zero-Carbon Strategy - Huichuan's zero-carbon formula consists of one ecological cooperation framework, four flows (energy flow, process flow, information flow, equipment flow), multiple industries, and aims for zero carbon emissions [4]. - The strategy focuses on optimizing energy usage in high-energy-consuming enterprises through automation and process technology, which is central to Huichuan's digital and low-carbon transformation [6][8]. Group 2: Energy and Manufacturing Integration - The close relationship between manufacturing and energy is emphasized, with three core scenarios for digital and green transformation: process control, energy grid, and digital scenarios, which will drive 90% of new or renovated investments [9]. - The importance of energy in defining manufacturing processes is highlighted, particularly in the context of electricity market vitality brought by power reform policies [11]. Group 3: Energy Storage Solutions - Huichuan has developed the All-liqcool full liquid cooling energy storage system, which has seen batch sales and established multiple distributed solar-storage microgrid demonstration projects [13]. - The company is positioning itself as a provider of comprehensive decarbonization solutions for high-energy industries, indicating a strategic shift towards energy storage services [8][13]. Group 4: Collaborative Ecosystem - Huichuan aims to build an ecological framework that empowers partners to participate in the zero-carbon transition, promoting a new era where energy defines manufacturing [14].

Core Insights - The article highlights a significant surge in the energy storage cell market, with Envision Technology Group securing over 40GWh of energy storage cell orders during the EESA Energy Storage Exhibition [2][3][9] Group 1: Market Dynamics - Envision Technology Group signed cooperation agreements with over 10 energy storage system integrators, with a total scale exceeding 40GWh [3][4] - This order is the second-largest in terms of capacity for energy storage cells this year, following a 50GWh procurement collaboration between Yiwei Lithium Energy and Haibo Innovation [9] - Since 2025, publicly announced energy storage cell orders have reached 152.879GWh, accounting for 56.19% of all related orders [9][10] Group 2: Product and Technology Insights - The energy storage cells supplied will likely include high-capacity models such as the 315Ah and 530Ah cells, as Envision has completed the capacity switch for the 314Ah cells [6][7] - Envision has delivered over 50GWh of cell products to leading international energy storage integrators, with applications in over 300 projects across more than 20 countries [7][9] - The company’s entire range of energy storage cell products has passed over 200 safety tests and received certifications from authoritative institutions in multiple countries, facilitating market trust for Chinese energy storage companies [7] Group 3: Pricing and Supply Trends - Since July, energy storage cell prices have shown signs of recovery, with prices for various models stabilizing or slightly increasing due to rising lithium carbonate costs [10] - The industry is experiencing a "chip shortage" phenomenon, leading to increased competition among energy storage system companies to secure cell orders [10][11] - Envision's senior vice president emphasized the importance of high-quality, internationally certified cells to meet the growing demands for safety, lifespan, and efficiency in energy storage systems [11]

Core Viewpoint - The article highlights the significant achievement of Haicheng Energy, which ranked second in both global energy storage battery shipments and electric power storage shipments in the first half of 2025, showcasing its competitive edge in the global market through technological innovation and globalization strategies [2][3]. Group 1: Market Performance - Haicheng Energy's rise to the second position in global energy storage battery and electric power storage shipments reflects its capabilities in customized solutions and successful global business expansion [3]. - The global energy storage cell shipment scale reached 240.21 GWh in the first half of 2025, marking a year-on-year increase of 106.1%, with the second quarter alone achieving a record high of 136.78 GWh [2]. Group 2: Technological Innovation - Haicheng Energy has established a comprehensive capability covering material systems, product development, system integration, and full-site services, providing multi-scenario energy storage solutions globally [3]. - The company has made significant technological advancements, including the launch of the industry’s first 1,000Ah long-duration energy storage battery (now iterated to ∞Cell 1175Ah) and a 6.25MWh system, targeting long-duration storage scenarios of over 4 hours [6]. Group 3: Global Reach and Applications - Haicheng Energy's customized solutions have been validated in various environments, becoming key partners in numerous benchmark projects, including large-scale clean energy bases and international projects in North America and Europe [5]. - The company's products and solutions are now present in over 20 countries and regions, including China, the United States, and Europe [5]. Group 4: Future Strategy - Moving forward, Haicheng Energy aims to focus on the energy storage sector, driven by technological innovation and global layout strategies, continuously iterating products and solutions to meet diverse market demands [7].