Core Viewpoint - The energy storage industry in China is transitioning from policy-driven growth to market-driven competition, with significant developments expected at the upcoming EESA Energy Storage Exhibition in August 2025 [1][3]. Group 1: Energy Storage Cell Development - The competition between energy storage cell manufacturers is intensifying, with various specifications such as 587Ah, 628Ah, and 1130Ah being developed [4]. - CATL's 587Ah cells have already been mass-produced, while other companies like EVE Energy and Hicharge are also advancing their large-capacity battery production [4]. - The upcoming EESA exhibition will serve as a critical platform to observe the evolution of these technologies and the competitive landscape between the 684Ah and 587Ah cell camps [4]. Group 2: Commercial Energy Storage 2.0 - The commercial energy storage sector is moving from a chaotic growth phase to a more professional and value-driven phase, termed "2.0" [5][6]. - New products are focusing on capacity enhancement, modularity, and flexibility to meet diverse application needs, with larger storage cabinets becoming mainstream [6]. - The EESA exhibition is anticipated to showcase innovative products and revenue models that could redefine the commercial energy storage landscape [6]. Group 3: Price and Value Dynamics - The pricing of energy storage cells has seen significant fluctuations, with prices for 280Ah and 314Ah lithium iron phosphate cells ranging from 0.28 to 0.37 yuan/Wh last year [7]. - A price war has emerged, with companies like Kelu Electronics and Wochen New Energy engaging in aggressive pricing strategies, pushing the market towards a focus on comprehensive value rather than just price [7][8]. - The EESA exhibition will reveal whether companies will continue to pursue high-cost performance strategies or shift towards a value-based service model [8]. Group 4: EESA Exhibition Insights - The upcoming EESA exhibition is expected to attract over 600 exhibitors and 150,000 professional visitors, providing a significant platform for industry insights and networking [10][11]. - The exhibition will feature over 180 specialized forums, covering topics such as energy storage policies, technology routes, and business models [12]. - Key industry players, including major companies like State Grid and Trina Solar, will participate, showcasing innovations in long-duration energy storage and integrated solar storage solutions [11][12]. Group 5: Audience Engagement and Participation - Last year's EESA exhibition attracted over 150,000 attendees, with a significant portion being decision-makers and procurement personnel [16]. - This year, the exhibition will offer various privileges for professional visitor groups, enhancing their experience and information acquisition [16][18]. - Teams attending the exhibition can also participate in a rewards program, incentivizing group attendance and engagement [19].

Core Insights - Recent significant energy storage orders were announced by Envision Energy, Tesla, and Guorui Xiechuang, indicating a competitive landscape in the energy storage market, particularly in Europe and China [1][7][12] Envision Energy - Envision Energy secured its first independent battery storage project in France, a 120MW/240MWh lithium iron phosphate battery storage system, in collaboration with Kallista Energy and AESC [1][2] - The project is set to commence in June 2025 and aims to provide critical frequency regulation services to the French grid, with a 14-year service commitment from Envision Energy [2] - Envision's global cumulative energy storage delivery has reached 30GWh, with an order backlog exceeding 50GWh, reflecting strong market demand [4] Tesla - Tesla signed a significant agreement for a 4 billion yuan energy storage project in Shanghai, marking its first grid-side energy storage project in China [7][9] - The project will utilize Tesla's Megapack, which can store over 3,900 kWh of energy, equivalent to the battery capacity of 62 Model 3 vehicles [9] - Tesla's energy storage business is rapidly growing, with a global installed capacity of 31.4GWh expected in 2024, and a remarkable 156.6% year-on-year increase in new installations in Q1 2025 [10] Guorui Xiechuang - Guorui Xiechuang signed a 20MWh energy storage equipment procurement contract in Shandong and a strategic procurement contract exceeding 300MWh [12][14] - The project will utilize Guorui's GR series storage products, which are designed for efficient operation and adaptability to various outdoor installation scenarios [14] - By the end of 2024, Guorui's commercial energy storage project orders are projected to exceed 300MWh, with significant market potential in Shandong's distribution network [15]

Core Viewpoint - The article discusses the competitive landscape of the energy storage industry, focusing on the strategic choices made by leading companies like CATL and Hicharge Energy regarding the 587Ah battery cell technology, highlighting the underlying differences in their approaches and the implications for market dynamics [2][3]. Group 1: Technical Consensus on 587Ah - The energy storage industry in China has seen explosive growth, with a shift from 280Ah to 314Ah cells, culminating in a "capacity selection battle" where both CATL and Hicharge Energy have converged on the 587Ah specification, indicating a shared insight into the future of the industry [3][4]. - Both companies have conducted thorough industry analyses across four dimensions: policy shifts, technical boundaries, manufacturing processes, and system integration, leading to the conclusion that 587Ah represents the optimal solution for cost-effectiveness in energy storage [4][5]. - The 587Ah specification not only signifies a capacity upgrade but also reflects a deep consideration of the product's lifecycle value, balancing various constraints in policy, technology, manufacturing, and system design [5]. Group 2: Technical Divergence and Business Strategies - Despite agreeing on the 587Ah capacity, CATL and Hicharge Energy exhibit subtle differences in their technical paths, which reveal distinct business strategies [7][10]. - The physical dimensions of the cells differ slightly, with CATL's 587Ah cell measuring 73.05×274.6×218.1mm and Hicharge's at 73.5×286.0×216.3mm, leading to a variance in energy density (434Wh/L for CATL vs. 415Wh/L for Hicharge) [10][11]. - CATL prioritizes energy density through advanced materials and manufacturing techniques, while Hicharge focuses on manufacturability and longevity, accepting a slight reduction in energy density for improved cycle life and production efficiency [11][12]. Group 3: Business Philosophies and Market Implications - CATL's approach emphasizes high energy density and technical premium, which entails higher manufacturing costs, while Hicharge's strategy aims for rapid market responsiveness through standardized designs and lower adaptation barriers [16][17]. - The competition over the 587Ah specification transcends mere technical comparisons, pushing the energy storage industry towards a more collaborative optimization model, where factors like technical capability, standardization, and manufacturing efficiency become critical [17][18]. - Ultimately, the success of either company's strategy will depend on their ability to adapt to the evolving industry landscape, with the future leader likely needing to balance both technical innovation and operational agility [18].

Core Insights - The article highlights significant recent orders in the energy storage sector, particularly from companies like EVE Energy, TotalEnergies, Samsung SDI, and others, indicating a growing demand for energy storage solutions globally [1][2]. Group 1: Company Developments - EVE Energy, TotalEnergies, and Samsung SDI have collectively secured nearly 4 GWh of orders in both domestic and international markets [1]. - Jingkong Energy has partnered with SolarMax and Longfellow to develop a 160 MW/430 MWh energy hub project in Texas, showcasing a blend of various energy sources [3][5]. - Jingkong Energy's PotisBank storage system is central to the Longfellow project, featuring a 5.0 MWh capacity per container and a 34% increase in energy density [5]. - Jingkong Energy has also signed an agreement with Recurrent Energy to supply a 50 MWh battery storage system for the Montalto project in Italy [6]. - Sunshine Power has established a strategic partnership with PM Service S.p.A. in Italy to sell 100 units of the ESS PowerStack, designed for commercial energy storage [8][10]. Group 2: Market Trends - Jingkong Energy's North American R&D center was inaugurated, marking a significant milestone in its global expansion strategy [7]. - Tronnmei Energy reported over 100 million RMB in new orders within a month, indicating strong demand in the European and global markets [14]. - The new projects by Tronnmei cover various applications, including data centers and industrial parks, across multiple countries [15][16].

Core Viewpoint - The article discusses the impact of recent policy changes, particularly the "Document No. 136," on the commercial energy storage industry in China, highlighting the challenges and potential shifts in investment strategies as the market matures [1][6][10]. Policy Changes and Market Dynamics - The implementation of "Document No. 136" and the adjustment of time-of-use electricity pricing in various provinces signal a shift towards market-oriented pricing in the energy storage sector [1][6]. - The new policies are expected to drive the industry towards rational development, moving away from the previous phase of rapid, unregulated growth [6][11]. Investment Trends and Challenges - Investment enthusiasm in commercial energy storage has declined in the first half of the year, raising questions about a potential market reversal in the latter half [1][9]. - The industry is experiencing a "survival of the fittest" scenario, where companies must establish competitive advantages to avoid being eroded by intense competition [6][9]. Long-term Perspectives - Industry experts emphasize the importance of focusing on long-term value rather than short-term gains, suggesting that companies should develop comprehensive energy solutions that include solar, storage, and energy efficiency [6][10]. - The need for innovation and differentiation in project sourcing and revenue generation is critical as the market faces increasing homogenization and price competition [9][11]. Operational Strategies - Companies are urged to enhance their operational capabilities and develop lifecycle management systems to ensure stable long-term returns [7][13]. - The shift towards operational excellence is seen as essential for survival, with a focus on efficient management of energy storage assets from the outset [13][14]. Financial Metrics and Adjustments - The return on equity (ROE) for energy storage projects has significantly decreased from around 50% to approximately 12% due to new regulations, prompting a reevaluation of investment strategies [15][16]. - Despite the decline in immediate returns, there is potential for recovery in project profitability as the market stabilizes and companies adapt to the new regulatory environment [15][16]. Future Outlook - The consensus among industry leaders is that while 2025 may present significant challenges, it could also mark a turning point towards a more mature and stable market [11][16]. - The expectation is that innovative and resilient companies will emerge stronger from this transitional phase, leading to the development of more specialized applications and rational investment trends [11][16].

Core Viewpoint - The article highlights the rapid growth and market leadership of CRRC Zhuzhou Institute in the energy storage sector, achieving significant milestones in project delivery and capacity integration within a short timeframe [1][2][5]. Group 1: Company Achievements - CRRC Zhuzhou Institute established its comprehensive energy division in February 2022 and has since become the top domestic energy storage system integrator by shipment volume in 2024 [1]. - In the first half of 2025, the company completed 51 large-scale storage projects with a total capacity of nearly 9 GWh, surpassing 70% of its total capacity for the entire year of 2024 within just six months [6][12]. - The company achieved over 20 efficient grid-connected storage projects in just two months (April-May 2025), totaling nearly 5 GWh, which represents 35.71% of its total grid-connected capacity for 2024 [7][9]. Group 2: Market Position and Policy Impact - The "430" and "531" policy nodes have significantly influenced the energy storage market, creating a rush for installations and serving as a benchmark for the delivery capabilities of energy storage system integrators [5][19]. - CRRC Zhuzhou Institute's performance during these policy periods has positioned it as a leader, successfully helping all contracted clients to connect to the grid on time and secure policy benefits [5][19]. Group 3: Technical and Operational Capabilities - The company has developed a robust "capability triangle" consisting of full industry chain autonomy, efficient ecological collaboration, and strong delivery capabilities, which are critical for its success in the energy storage market [19][20]. - CRRC Zhuzhou Institute's projects cover a wide range of applications, including photovoltaic storage, wind power, and thermal power, demonstrating its comprehensive technical coverage and adaptability to various environments [15][18]. Group 4: Notable Projects - The 600 MW/1200 MWh energy storage project in Yunnan, completed on May 14, 2025, is the largest single-unit shared energy storage project in the region [22]. - The 100 MW/200 MWh energy storage project in Chengdu, completed on May 27, 2025, is the first grid-side storage project in the city, capable of meeting the daily electricity needs of 5,000 households [26]. - The 10 MW/20 MWh energy storage project in Sierra Leone marks CRRC Zhuzhou Institute's first overseas product market application, successfully connected to the grid on May 27, 2025 [28].

Core Viewpoint - The article highlights the recent advancements in the energy storage sector, focusing on the production capacity developments of three companies: the Large Energy Storage Ecological Innovation Consortium, Haichen Energy Storage, and Kubor Energy, with a total energy storage system capacity of 25GWh [1]. Group 1: Large Energy Storage Ecological Innovation Consortium - The Large Energy Storage Ecological Innovation Consortium successfully completed a trial run of a 2GWh energy storage integrated system production line on June 18, located in Baoding, Hebei Province, with official production expected by the end of June [2]. - The project involves investments from members such as Keli Yuan, Guo Xia Technology, and Duan Rui Technology, aiming to establish three platforms: technology testing, digital monitoring and operation, and microgrid distributed energy storage demonstration [3]. - The consortium has built an advanced energy storage project base in Baoding, including a research institute, a pilot line, two production lines, and several independent energy storage stations, with a total investment of 10.7 billion yuan for the energy storage ecological technology industrial park project in Jiangsu [5]. Group 2: Haichen Energy Storage - Haichen Energy Storage's integrated zero-carbon energy storage industrial park in Shandong has successfully topped out, marking a new construction phase for the project [7]. - The project, which began construction in November 2024, covers an area of 92,622.40 square meters, with a total planned investment of 13 billion yuan, aiming for an annual production capacity of 30GWh for energy storage batteries and 20GWh for energy storage systems [8]. - Haichen Energy Storage recently announced the mass production of the world's first 1175Ah long-duration energy storage battery, known as ∞Cell [10]. Group 3: Kubor Energy - Kubor Energy's production base project has officially entered the construction phase, focusing on research and production of energy storage systems [11]. - The project has a total investment of 300 million yuan, planning to equip 25 main and auxiliary production devices, with 11 advanced production lines to achieve an annual production capacity of 3GWh for energy storage systems, expecting annual sales exceeding 1 billion yuan [13]. - Established in 2014, Kubor Energy's core products include distributed energy storage systems and modular pre-installed energy storage systems, with 80% of its business in international markets [14].

Core Viewpoint - The establishment of a joint venture between China Petroleum Group Jichai Power Co., Ltd. and Contemporary Amperex Technology Co., Limited (CATL) aims to enhance their presence in the lithium-ion battery energy storage system market in China, leveraging each other's technological strengths to expand in the renewable energy sector [1][2]. Group 1: Joint Venture Details - The joint venture will be primarily engaged in the production and manufacturing of lithium-ion battery energy storage systems, with Jichai Power holding 60% and CATL holding 40% of the equity [1]. - In terms of market share, both companies are projected to have a combined market share of 0-5% in the lithium-ion battery energy storage system market in China by 2024 [1]. Group 2: Historical Collaboration - CATL has previously been awarded contracts for Jichai Power's liquid-cooled battery system projects, indicating a long-standing collaborative relationship [2]. - The partnership aims to further explore strategic cooperation in areas such as energy storage and photovoltaic charging [2]. Group 3: Industry Positioning - CATL has been actively forming partnerships with major state-owned enterprises to establish a robust energy storage ecosystem, which includes joint ventures and collaborations in various sectors [3]. - The joint venture is expected to enhance Jichai Power's energy storage strategy, providing a stable supply of batteries and accelerating technology implementation and market expansion [7]. Group 4: Technological Advancements - CATL has recently announced the mass production of the 587Ah cell, which is anticipated to set new standards in large-capacity energy storage cells [6]. - The integration of advanced storage technologies, including the 587Ah cell, into the joint venture's operations is highly anticipated [6]. Group 5: Jichai Power's Strategic Developments - Jichai Power has been actively developing new energy storage solutions, with a production capacity of 4GW for direct current systems by 2024 [7]. - The company has launched several energy storage projects, including a 2GWh storage PACK production line and a mobile energy storage system for drilling applications [7][8]. Group 6: Procurement Activities - Jichai Power has issued multiple procurement notices related to energy storage systems, indicating a strong commitment to expanding its capabilities in this sector [8]. - Recent procurement activities include a 1200MWh liquid-cooled energy storage system, with CATL being a key supplier for several projects [10].

Group 1 - Huawei Digital Energy has partnered with SchneiTec to establish Cambodia's first energy storage station, featuring a 12MWh storage project that includes 2MWh for validating Huawei's intelligent string-type grid-connected energy storage technology [2][4] - The project boasts a time constant Tj range of 3-20 seconds, exceeding the standard requirement of 3-12 seconds, enabling faster support for grid stability [4] - The system effectively controls voltage fluctuations and maintains grid stability during short-term voltage drops and surges, operating stably across a voltage range of 5%-130% of the rated voltage [4] Group 2 - Sungrow Power Supply has launched a solar-storage integrated farm project in South Australia, collaborating with AGL Energy to power the Kerarbury almond farm in New South Wales [5][6] - The project features a total installed capacity of 5.99MW, expected to generate approximately 14,000MWh of clean electricity annually, with a renewable energy penetration rate projected to reach 83% [8] - Sungrow has signed a strategic cooperation agreement with Spanish company Zelestra to provide battery energy storage systems (BESS), with deliveries for the Aurora project in Chile scheduled to begin in Q4 2025, covering a liquid-cooled storage system with a capacity of approximately 1GWh [8]

运维由辅 助走向 C 位 根据曾云帆的演讲报告，可以看到，2025年，随着新型储能产业由政策襁褓向市场造血转型，以精细化运营、高效安全运维为主的储能后市场从辅 助职能跃升为价值创造主力。这一变革背后是政策、行业发展、市场需求以及技术迭代四大核心引擎作用的结果： 行家说储能 步入2025年年中，我们或许需要换一种视野来看储能行业了。 曾经依赖抢装扩产、只盯着装机量的市场，必须直面核心命题：如何将重资产转化为可持续收益引擎， 从"拼命建"转向"聪明管"。未来，谁率先完 成这场蜕变，或许就将手握改写行业游戏规则的金钥匙。 6月10日，在行家说储能联合光亚法兰克福主办的"2025年全球用户侧储能产业价值峰会暨应用示范展"上，联盛新能源集团市场总监曾云帆以《事 须即行不可迟，储能运维正当时》为题，从智能运维角度，以联盛新能源集团优得运维（以下简称为优得运维）为例，重点解读储能后市场时代的 运维密码。 同期，联盛新能源集团带着用户侧储能一站式解决方案亮相展会，引起广泛关注。此次展会上，联盛新能源集团透露，目前储能项目开发容量累计 近1GWh，储能项目运维规模累计近2GWh，拥有100+家县市级运维服务中心，并凭借丰富的投 ...