岁末将至，储能行业又传来一则喜讯。 据港交所披露，12月3日，果下科技正式通过港交所主板上市聆讯， 成为年内又一家即将冲击成功资本市场的储能系统集成商。 这家2019年才成立的储能"新势力"，凭借 168.9%的年复合营收增长率 ， 仅用数年便站上了上市关口，当前 估值更是在两年内从4亿元暴涨14倍，达到60 亿元。 根据最新公开规划，此次上市募资的重要用途之一，便是投入包括 AI算力在内的智能化技术研发 。 在行业智能化趋势明确的背景下，此举能否为其资本道路与长期发展构建坚实的技术壁垒，将成为后续关注的重点。 ▋ 2025年上半年 营 收同比增幅超6倍 招股书显示，果下科技的业务聚焦储能系统解决方案，包含三大板块：智能储能系统解决方案、EPC服务和其他杂项销售，智能储能系统解决方案是公司的 绝对主业，近三年营收占比均超过90%。 | | | | 截至12月31日止年度 | | | | | 截至6月30日止六個月 | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | 2022年 | | 2023年 | | 2 ...

Core Insights - The article highlights recent developments in the energy storage sector, with four companies announcing new storage orders, indicating a growing trend in the industry [1]. Group 1: Company Announcements - EVE Energy signed a 1GWh energy storage order with China Gas, focusing on the integration of distributed energy solutions and low-carbon energy management [2][4]. - Far East Group disclosed a total of 3GWh energy storage system projects over three years, with a total order value of approximately 425 million yuan [7][8]. - Canadian Solar's subsidiary, Recurrent Energy, received development approval for a 500MW/1000MWh energy storage system in the UK, which will be one of the largest solar-storage hybrid plants in the country [10][11]. - Kunming University of Science and Technology and Zhejiang Taihu Energy Valley signed a strategic cooperation agreement to jointly develop a 3GWh energy storage system over three years [12]. Group 2: Project Details - The collaboration between EVE Energy and China Gas aims to develop energy storage systems and biomass energy coupling technologies, with plans to expand into overseas markets [4][6]. - Far East Group's energy storage orders include various projects across China, with a total of 11 significant orders disclosed this year, amounting to 1.367 billion yuan [8][9]. - The Tillbridge project by Recurrent Energy is expected to generate 857.6 GWh annually, serving around 300,000 households and reducing CO2 emissions by over 15 million tons throughout its lifecycle [11]. - The partnership between Kunming University and Zhejiang Taihu Energy Valley includes a procurement contract for 1GWh of aluminum-based lead-carbon batteries, with the first batch valued at approximately 10.59 million yuan [12][13].

Core Viewpoint - The new energy storage industry is seizing opportunities from power market reforms and digitalization, with key players collaborating to compile the "2025 Power Market and Digital Energy Storage Research Report" to be released at the upcoming summit [2]. Group 1: Industry Developments - In 2025, the industry is transitioning from technology announcements to large-scale production and delivery of 500Ah+ high-capacity battery cells and 6MWh+ energy storage systems [3]. - CATL's 587Ah energy storage cell has surpassed 2GWh in shipments, with an expected total shipment of 3GWh for the year [4][6]. - The new generation 6.X energy storage platform from CRRC Zhuzhou Institute has achieved mass production and delivery, utilizing the self-developed ∞Cell 587Ah high-capacity energy storage battery [5][8]. Group 2: Technological Advancements - The 6.25MWh battery cabin from CRRC Zhuzhou Institute has been successfully produced, featuring a 25% increase in energy density compared to the previous generation [10]. - The system's efficiency has improved from 86% to 88%, and it supports various electricity trading decision-making processes, enhancing asset utilization by over 20% [10]. - The 587Ah energy storage cell from CATL has an energy density of 434Wh/L and a round-trip energy efficiency (RTE) of 96.5%, with a lifecycle RTE that maintains minimal degradation [6]. Group 3: Market Trends - The industry is entering a phase of accelerated competition in large-capacity battery cells and systems, with CATL leading with 2GWh shipments and CRRC Zhuzhou Institute completing GWh-level deliveries [11]. - A variety of companies, including Envision, EVE Energy, and others, are either in mass production or have set clear timelines for mass production of large-capacity battery cells, with many expected to achieve this within the next two years [12]. - The large-capacity energy storage system market is rapidly expanding, with several companies announcing mass production of 6MWh+ systems this year [14].

温馨提示： 投稿/合作/找圈，请联系hjs-Cindy，13609002797 lementa 金刚3 是天合储能自主研发的全新一代高性能储能系统，覆盖从电芯、电池舱到AC侧系统的全栈式研发、制造与交付体系。系统采用587Ah大容量 天合芯，能量密度高达417Wh/L实现20英尺空间6.25MWh的超聚能集成能力，LCOS降低12.5%。叠加肩并肩与背靠背排列设计，使场站综合能量密度提 升24.7%，占地面积减少20%。 自研10MW PCS和MV集成的40尺一体机，提升功率密度，自研6.25MWh直流舱，支持多支路设计，可在超4小时系统中实现跨PCS控制，给客户提供最成 熟且安全的整体解决方案，PCS实现10ms快速功率响应，有功无功灵活调控，助力辅助服务收益，具备构网控制能力，可实现并离网无缝切换。 ▋ 精控能源： OmniCube-L261-125K-P 精控能源OmniCube-L261是一款高度集成的模块化液冷工商业储能系统，集PCS、电池、EMS及消防于一体。其采用创新翼片式液冷技术与全栈自研核心 部件，具备优异的热管理性能与动态响应能力，为工商业场景提供安全、高效、长寿命的一体化储能解决方案。 ...

新型储能产业如何把握电力市场改革与数智化机遇？行家说储能正联合 中车株洲所、弘正储能、海辰储能、为恒智能、融和元储 等头部企业， 编撰 《2025电力市场与数智化储能调研报告》，该报告将于1月8日行家说储能峰会上发布。欢迎更多企业参与，共抓产业风口。 政策松绑、市场放权与成本下探等多重 因素共振 ，推动储能产业迎来市场化的春天。 据国信证券经济研究所预测，2025-2027年全球储能新增装机容量分别为221/191/190GWh，对应全球储能系统产值约为1787/1550/1533亿元。 据了解，该产线将主要生产 GG Power品牌BESS系统， 自动化率将达92%，在安全、性能及可靠性等方面严格执行国际标准，其目标市场涵盖越南本土工 商业及电网储能项目，同时也将面向出口市场。 除产线外，金风科技还将为GG工业公司提供长期技术支持，内容涵盖工程师培训、运营维护协助、生产工艺优化以及未来技术升级。这一持续合作将确保生 产线的稳定运行，并紧跟全球储能行业发展趋势，实现持续改进。 GG工业公司透露，该产线计划于明年1月启动试生产，并于3月正式投入商业运营，以实现先进储能解决方案的本地化制造。 ▋ LG Energ ...

11 月 28 日，采用宁德时代5MWh储能系统的内蒙古海螺通辽 500MW/2000MWh 独立储能电站正式建成投运。 据悉，海螺通辽储能电站搭载了100套5MW/20MWh储能单元，整站电芯数量接近200万颗。项目于今年 6 月 28 日开工建设， 11 月 28 日建成投运， 该项目投运后，将有效解决内蒙古奈曼旗及周边旗县大规模新能源汇集带来的消纳压力，显著提升地区电力系统稳定性，在削峰填 谷、平抑波动、保障供电等方面发挥重要作用。 具体来看，海螺通辽储能电站并网后将进入蒙东电力市场， 预计可实现单日一次满充满放，全年吞吐电量超 6 亿度。 温馨提示： 投稿/合作/找圈，请联系hjs-Cindy，13609002797 近日，行家说获悉，由宁德时代提供储能提供的 500MW/2000MWh 独立储能电站以及采用比亚迪刀片电池技术的 250MWh储能项目接连投运。 ▋ 宁 德时代：2GWh 独立储能电站投运 据福特斯克介绍，项目标志着澳大利亚皮尔巴拉铁矿石业务脱碳目标方面取得了重大里程碑式的进展，也是此前计划推出的4-5GWh大型储能系统中的第一个项目。 据了解，这些储能系统将在未来几年内帮助福特斯克实现 ...

Core Insights - The article discusses the strategic moves of leading companies in the energy storage sector, particularly focusing on the European market and the upcoming release of a comprehensive report on energy storage and digitalization [2][18]. Group 1: Industry Trends - The energy storage market in Europe is expected to experience significant growth, with a projected increase in installed capacity of 35.3 GWh by 2025, representing a year-on-year growth of over 75% [18]. - The European Photovoltaic Industry Association aims to increase total energy storage capacity from the current 50 GWh to between 500 GWh and 780 GWh by 2030, indicating a potential tenfold increase [18]. - Commercial and industrial (C&I) energy storage capacity in Europe is anticipated to grow thirteenfold from 2025 to 2034, reaching 33 GW/77 GWh [19]. Group 2: Company Strategies - Longi Green Energy has entered the energy storage market by acquiring a 61.9998% voting power in Precision Energy, marking its strategic shift towards energy storage [3]. - Longi's energy storage strategy emphasizes a "photovoltaic-storage-hydrogen integration" approach, aiming to create a stable energy framework [14][21]. - Sungrow Power Supply has launched the PowerKeeper series, a modular and integrated energy storage solution, targeting the commercial sector in Europe [6][12]. Group 3: Competitive Landscape - The simultaneous strategic moves by Longi Green Energy and Sungrow Power Supply in Europe indicate a competitive landscape where both companies are vying for market share, albeit with different approaches [20][22]. - Longi focuses on integrating photovoltaic, storage, and hydrogen technologies, while Sungrow emphasizes modularity and intelligent solutions for commercial applications [21]. - The European market is becoming a battleground for global energy storage leaders, where competition extends beyond products to include solutions, business models, and localized service capabilities [22].

Core Insights - The article discusses the rapid growth and opportunities in the energy storage industry, particularly in the context of power market reforms and digitalization [2][3]. Group 1: Industry Trends - The global energy storage market is entering a "blowout period," with an increase in both project numbers and product specifications, leading to a tight supply of energy storage PCS (Power Conversion Systems) [3]. - The mainstream price range for 2.5MW PCS is between 0.075-0.078 yuan/W, with a penetration rate rapidly increasing to 70%-80%, making it the current industry standard [7][8]. Group 2: Company Developments - CRRC Zhuzhou Electric Locomotive Co., Ltd. (中车时代电气) has received over 2GW in orders for its liquid-cooled centralized storage PCS-2.5MW, which has passed national standard certification [4][8]. - Other companies such as Sungrow Power Supply, Shenghong Electric, and Kehua Data have also actively positioned themselves in the energy storage market [5]. Group 3: Product Innovations - The 2.5MW liquid-cooled centralized storage PCS developed by CRRC Zhuzhou Electric features a response time of 5 milliseconds and can handle overload outputs of three times the rated current within 10 seconds [4][7]. - The industry is transitioning towards 3MW+ PCS models, with companies like Xingyun Co., Ltd. and CRRC Zhuzhou Electric releasing models ranging from 3.2MW to 3.5MW to match larger capacity storage systems [10]. Group 4: Market Challenges - Transitioning from 2.5MW to 3MW+ PCS involves overcoming multiple technical challenges, including increased cooling requirements and the need for more complex control algorithms [11]. - The delivery cycle for large PCS has extended from 45 days to 75 days due to increased demand and supply chain constraints [13].

Core Insights - The article highlights the recent surge in overseas orders for energy storage projects, with a total capacity exceeding 1.6 GWh reported by seven companies [1] - Three additional companies have disclosed their overseas cooperation details, indicating a growing trend in international partnerships within the energy storage sector [1] Group 1: Haibo Technology - Haibo Technology successfully delivered a storage project in the United States with a total capacity of over 420 MWh, focusing on energy dispatch needs for the grid [2] - The project utilizes Haibo's HyperBlock III 5 MWh liquid-cooled storage system, which aims to provide peak shaving and frequency regulation services, ensuring power supply for nearly 20,000 households daily [2] - Haibo has participated in over 400 global storage projects, achieving a cumulative scale of over 45 GWh [2] Group 2: Jingkong Energy - Jingkong Energy signed a cooperation agreement with Northwind Energy Storage Oy to build a 25 MW/50 MWh storage project in Finland [3] - The project will leverage Jingkong's technical advantages in large-scale storage system solutions, contributing to grid frequency stability and enhancing the grid's capacity to absorb renewable energy [5] - This marks Jingkong's continued expansion in Finland, following previous agreements for projects totaling 196 MWh and 600 MWh [5] Group 3: Rongjie Energy - Rongjie Energy has entered into a strategic partnership to deploy a total of 800 MWh of storage projects in the Indian market [8] - The company will provide its self-developed 5 MWh containerized liquid-cooled storage system, which features high energy density, safety, and long cycle life, meeting global market standards [8]

Core Insights - The new energy storage industry is seizing opportunities from power market reforms and digitalization, with a collaborative report titled "2025 Power Market and Digital Energy Storage Research Report" set to be released on January 8 at the Energy Storage Summit [2] Provincial Policies and Targets - Recent policies from Hubei and Heilongjiang provinces outline specific energy storage installation targets, with 23 provinces in total having set new energy storage installation goals [3][12] - Hubei aims for a new energy storage capacity of 8GW by 2030, with a current capacity of 2.11GW/4.66GWh as of the end of 2024, requiring an additional 2.89GW from 2025 to 2027 [4][6] - Heilongjiang has set a target of 6GW for new energy storage by 2027, with an action plan that includes a project list for independent energy storage stations [8][9] Capacity and Compensation Mechanisms - The report highlights the need for improved pricing mechanisms for energy storage, including the implementation of a two-part pricing policy for pumped storage and the establishment of compensation mechanisms for independent energy storage projects [7] - Inner Mongolia plans to start 10GW of new energy storage installations by 2025, with a target of 14.5GW/65GWh, and has introduced a compensation policy for independent storage projects [12][14] - Henan province has set a target of 15GW by 2030, with a compensation mechanism ensuring a minimum income for investors [13] Regional Highlights - Xinjiang, Yunnan, and Jiangsu are leading in energy storage development, with Xinjiang's cumulative installation reaching approximately 17GWh by Q3 2025, driven by abundant renewable resources [18] - Yunnan has seen a combined approach of hydropower and solar energy storage, with about 10.7GWh added in the first three quarters of 2025 [19] - Jiangsu's energy storage market is characterized by a complete industrial chain and strong demand for grid-side peak shaving, with an estimated installation of 10.1GWh for the year [19]