Core Viewpoint - The article emphasizes the upcoming "2025 Global User-Side Energy Storage Industry Value Summit and Application Demonstration Exhibition" as a pivotal event for the energy storage industry, focusing on the transformation and value creation in commercial energy storage amidst new regulatory changes and market dynamics [2][3][4]. Group 1: Event Overview - The summit will take place from June 10 to June 12, 2025, in Guangzhou, aiming to address the challenges and opportunities presented by the new electricity pricing policies and market reforms [2][3]. - It serves as a platform for industry leaders, investors, operators, and stakeholders to connect and share insights on navigating the evolving landscape of user-side energy storage [2][4]. Group 2: Key Topics and Discussions - Major discussion topics include the impact of the 136th document on investment logic in commercial energy storage, strategies for transitioning from cost centers to value creators, and addressing the challenges of minute-level response demands [4][6]. - The summit will feature insights from top executives of leading companies, focusing on the entire value chain of commercial energy storage, from system design to operational profitability [5][6]. Group 3: Practical Insights and Guidelines - The event will provide practical guidelines for energy storage design and investment under the electricity spot market, as well as strategies for standardizing responses to non-standard demands [6][8]. - A comprehensive guide for integrating energy storage across various industries will be released, along with a ranking of the top 10 user-side energy storage projects [8][6]. Group 4: Networking and Collaboration - The summit aims to facilitate connections between over 3,000 photovoltaic factories and construction companies, targeting more than 200,000 professional attendees to enhance business opportunities in the commercial energy storage sector [8][6]. - The article highlights the importance of collaboration among industry players to seize opportunities in an uncertain market environment [17].

插播 ： 136号、394号文件等多项新政出台，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 今日（20日），永泰数能、晶科储能发布工商业储能新品，不约而同基于520推出520kWh以上的工商业储能系统。 值得注意的是，此前2月14日 ，鹏辉能源首发2025年重磅储能柜新品——擎天520（ 点这里 ）。此外， 包括阳光电源、融和元储、阳光电源、宁 德时代、奇点能源等储能头部企业都已推出500kWh以上大容量储能柜。 ■ 永泰数能： 522L智能液冷工商储系统等 今日，永泰数能举 行以 智储·致护为主题的520工商储产品发布会， 推出旗舰型产品—— 522L智能液冷工商储系统 、应用于台区治理的 Solution 185以及 以储带充- Solution 320等全场景储能系统。 其中，522L智能液冷工商储系统，支撑1充1放、长时储能场景，采用自研液冷2.0Pack，PCS采用SiC技术， 循环能效超91%，整柜能量密度 提 升21.5%，占地优化20%；电芯温差≤2.5 ℃，PACK级IP6 ...

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 约1GWh！又一家储能头部企业拿单。 日前，全球可再生能源公司Zelestra与阳光电源签署重要协议，为拉丁美洲最大的储能项目之一提供相关储能设备。 ■ 阳光电源：拿下智利1GWh储能订单 根据协议，阳光电源将为该项目提供PowerTitan 2.0液冷电池储能系统及中压功率变换单元，该项目储能容量约为 1GWh ， 预计 将于2025年第 四季度开始交付。 ■ 巨头抢滩智利大储市场 据了解，该项目是智利塔拉帕卡Aurora混合发电项目的一部分，该项目还包括一座220MW直流太阳能发电厂，配备了阳光电源的1+X模块化逆变 器（8.8MW模块化设计）。 Aurora项目目前已开建， 预计每年将产生约600GWh的可再生电力，相当于20万户智利家庭的年用电量。 此外， 阳 光电源 PowerTitan液冷储能系统用于智利 200MW/800MWh BESS del Desierto储能项目，该项目为开发商Atlas Renewable Ene ...

插播 ： 136号、394号文件等多项新政出台，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 5月20日，宁德时代（股票代码为03750.HK）在港交所主板上市 ，首日高开 12.55%，报296港元，发行价为263港元， 截至收盘，涨 16.43%，报306.2港元/股，总市值为1.38万亿港元。 ■ 募资325.7亿元！成年内全球最大IPO 此次宁德时代赴港上市节奏迅速， 从启动上市到正式交易，仅耗时 128天 。 从募资规模来看，全球发售股份总数为 1.35亿股，发行价格为263港元/股，募集资金净额约353亿港元（约合人民币325.7亿元），为 今年内全 球最大的上市募资 。 此次发行吸引了中石化、科威特投资局、高瓴资本等国际资本巨头参与基石投资，认购金额超 203亿港元，占募资总额的40%以上 。 从募资用途来看，约 90%资金将用于推进匈牙利电池工厂一期及二期项目建设。据了解，匈牙利工厂是宁德时代在欧洲布局的第二座电池工厂，项 目规划电池产能 100GWh ，其中第一期和第二期的规 ...

Core Viewpoint - The article discusses the transformation and value awakening in the commercial energy storage sector, driven by new policies and market changes, emphasizing the need for companies to adapt and innovate in response to evolving market conditions [1][5]. Group 1: Market Dynamics - The current project measurement models are becoming ineffective, leading to concerns about project profitability and the survival of storage developers [1]. - The introduction of time-of-use pricing policies in regions like Jiangsu is creating fluctuations in pricing, prompting storage companies to focus on enhancing their core capabilities such as policy analysis, technology integration, and financial innovation [1][3]. Group 2: Opportunities and Strategies - Despite a slowdown in growth in saturated regions like Jiangsu, Zhejiang, and Guangdong, there are opportunities in other areas such as Anhui, Sichuan, and Shandong, as well as in new applications like zero-carbon parks and integrated solar-storage solutions [3]. - Companies are encouraged to explore overseas markets, with recent orders in Europe demonstrating that demand exists globally, indicating that where there is demand, there is opportunity [3][6]. Group 3: Summit Insights - The "2025 Global User-Side Energy Storage Industry Value Summit and Application Demonstration Exhibition" aims to help companies reduce reliance on single markets and profit models, promoting diversified growth strategies [5][6]. - The summit will feature discussions on various topics, including the future of commercial energy storage, virtual power plants, and integrated solar-storage operations, targeting over 3,000 solar and construction enterprises [5][6]. Group 4: Key Highlights of the Summit - The summit will provide a platform for top companies to brainstorm, connect resources, and offer practical toolkits for navigating the energy storage landscape [5]. - A guide specifically for commercial energy storage users, investors, and operators will be released, aimed at empowering various industries [5][6]. - The summit will also announce the top 10 user-side energy storage projects, highlighting best practices and setting industry benchmarks [6][7].

Core Viewpoint - The commercial energy storage market in Sichuan is experiencing significant growth, driven by new policies and increasing project announcements, with a notable increase in capacity compared to the previous year [3][6][10]. Group 1: Market Dynamics - As of April 18, 2025, Sichuan has announced 31 commercial energy storage projects with a total capacity of 96.62 MW and 213.111 MWh, representing over a threefold increase compared to the same period last year [3][6]. - The introduction of a policy that provides electricity fee reductions for user-side energy storage has further stimulated investment interest in the sector [6][10]. - The demand for distributed energy storage in the Sichuan-Chongqing region is projected to reach 12 GWh, driven by the potential for rooftop solar installations and the average industry storage matching rate of 20% [5][6]. Group 2: Project Highlights - The largest project announced is the Sichuan Times 60 MW/120 MWh energy storage project, which is the first of its kind in the province to exceed 100 MWh in capacity [8][10]. - The bidding results for the first batch of energy storage equipment for the virtual power plant project in Ziyang, Sichuan, showed competitive pricing, with bids ranging from 0.355 to 0.358 yuan/Wh [4][10]. - The majority of the announced projects are concentrated in cities like Chengdu and Yibin, with Chengdu accounting for over 50% of the total project count [6][8]. Group 3: Key Players - Key companies involved in the Sichuan energy storage projects include Guangzhou Haikesen Energy, Hangzhou Hemai Power Electronics, and Xiamen Haicheng Energy Technology, which have successfully bid for significant projects [3][4]. - A total of 14 companies are engaged in various projects across the region, with Star Source Energy participating in the highest number of projects [10][15].

插播 ： 136号、394号文件等多项新政出台，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 作为全球第二大工商业储能市场（仅次于中国），2025年欧洲工商业储能市场起量，订单持续增长。 日前，华为数字能源、德赛电池、思格新能源宣布战略签约，覆盖意大利、匈牙利等区域工商业储能合作，涉及订单超1GWh。 华为等3企拿单 ■ 华为数字能源： 签意大利工商储合作协议 近日，华为数字能源与意大利工商业光伏系统公司Albasolar签署合作协议，双方将共同开发工商业储能系统解决方案，并整合能源管理系统，以实 现用能效率最大化。 图源于Albasolar 据了解，双方首个示范项目为意大利Ceresole d'Alba市的灌装设备制造企业GAI Macchine储能项目，该项目配置4.4MW/8.8MWh的储能系统以 及6MW光伏系统。 ■ 德赛电池：供应200套工商业储能系统 德赛电池与 土耳其投资方及承建企业 Hyt Enerji签署工商业储能系统 框架采购 协议 ，将向Hyt Enerji供应 200 ...

插播 ： 136号、394号文件等多项新政出台，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 为进一步降低储能系统的成本，亿兰科 全新IP65 PCS"背书包"方案优化配电、散热等核心模块， 减少冗余设计，使得整柜结构更简洁，整柜性价比更高。 2025年工商业储能正进入由政策驱动到价值驱动的关键节点，承载着交直流转换重要职责的PCS 逐渐走向行业变革的C位，以底层技术创新重构工商储价值体系。 日前，2024年全球第三方工商业储能PCS出货量第四——亿兰科推出全新IP65 PCS"背书包"方 案， 采用亿兰科 125/130kW模块 ，该模块防护等级为 IP65 ，以更高兼容性、更强适应性、更 优性价比的解决方案，直击工商业储能5大痛点，解码工商业储能PCS的新进化逻辑。 ■ 系统适配性不足？打 破壁垒，快速集成 由于工商业场景的电力需求呈现离散化特征，制造车间、数据中心、商业综合体等场景对充放电响 应速度（需<50ms）、电能质量（THD<3%）存在差异化要求，储能电池柜和PCS往往面临适配 ...

Core Insights - The article discusses the significant developments in the commercial energy storage sector in Anhui province, highlighting the successful commissioning of a 2.25MW/4.698MWh energy storage project by Anhui Yangfan Copper Industry, supported by Hongzheng Energy [2][3] - The new time-of-use electricity pricing policy in Anhui is expected to accelerate the expansion of commercial energy storage projects, particularly benefiting high energy-consuming enterprises [11][14] Summary by Sections Project Developments - Anhui Yangfan Copper Industry's energy storage project utilizes a "1 master 17 slaves" architecture for coordinated control, optimizing energy efficiency and allowing for modular expansion to meet varying electricity demands [3][7] - The project employs the D-Cube 2.0 series liquid-cooled energy storage cabinets and the COSMOS 2.0 digital energy storage system, integrating big data and AI for precise load forecasting and tailored charging strategies [7][10] Policy Impact - The Anhui provincial government has issued a new implementation plan to promote user-side energy storage, focusing on high energy-consuming enterprises and exploring various new energy storage applications and business models [11][14] - The introduction of a new time-of-use pricing policy includes an extension of low-cost periods, enhancing the stability of revenue for energy storage projects participating in the electricity market [11][14] Financial Analysis - A comparison of the old and new policies shows a projected increase in total charging and discharging revenue by 3.1836 million yuan over 15 years, with a reduction in payback period by 18 months [14][16] - The total capacity of user-side energy storage projects in Anhui reached approximately 757.298MW/1748.378MWh in the first quarter of 2025, accounting for 72.72% of the total capacity registered in the previous year [16][18]

Core Viewpoint - The article discusses the growth and strategic developments of Shangneng Electric in the energy storage sector, highlighting its overseas expansion and product diversification efforts. Group 1: Company Performance - Shangneng Electric secured a framework supply agreement for 750MW of energy storage products with Europower Enerji, enhancing its presence in the Turkish and Eurasian markets [1] - In 2024, the company reported a revenue of 4.773 billion yuan, a decrease of 3.23% year-on-year, primarily due to reduced domestic energy storage system integration business [5] - The net profit attributable to shareholders reached 419 million yuan, a significant increase of 46.49% year-on-year, driven by rapid growth in overseas solar-storage business [5] Group 2: Revenue Growth and Projections - The company's energy storage business revenue grew from 19 million yuan in 2019 to 1.927 billion yuan in 2023, with a compound annual growth rate (CAGR) of 151.92% [8] - In Q1 2025, Shangneng Electric achieved a revenue of 831 million yuan, a year-on-year increase of 16.78%, and a net profit of 87.65 million yuan, up 71.56% year-on-year [11] Group 3: Product and Market Strategy - The company’s energy storage product matrix includes centralized and string inverters, with a power range from 100kW to 12.5MW, and solutions for microgrids and grid-connected systems [12] - The company plans to launch a home storage integrated machine by the end of 2024, expecting significant contributions from overseas home storage business in 2025 [14] - Shangneng Electric aims to increase the share of energy storage revenue to over 50% by 2025, up from 40.4% in 2024, while also focusing on technological innovation and cost reduction [15][16] Group 4: Global Market Expansion - The company is actively expanding its global market presence, with plans to increase overseas revenue share to over 40% by 2025, up from 24.38% in 2024 [16] - Significant progress has been made in various regions, including securing a 140.8MW supply for a U.S. project and collaborating on a 24GWh storage plan in Saudi Arabia [15]