Core Insights - The focus of the industry in 2026 will shift towards "operations," emphasizing how to transition energy storage projects from merely connecting to the grid to generating profits. Key discussions will revolve around calculating the revenue per kilowatt-hour, optimizing asset management, and navigating market dynamics [2]. Event Overview - The "2026 Energy Storage Industry Summit" will take place on January 8 in Shenzhen, featuring nearly 30 leading companies in the energy storage sector, including major players like Southern Power Grid Technology, Sungrow Power, and Trina Solar. The event aims to explore the trends and opportunities in energy storage development for 2025 [3]. Participation and Networking - The summit will gather representatives from around 200 companies across the energy storage supply chain, including investors, operators, and end-users, to discuss the future landscape of energy storage and identify new business opportunities [3]. Agenda Highlights - The agenda includes discussions on the transformation of energy storage value and technological innovations, with sessions covering topics such as the current state of distributed energy storage, digital empowerment in energy storage, and the integration of energy storage with virtual power plants [20][22]. Awards and Recognition - The event will also feature the "Aurora Awards," recognizing influential products and companies in the energy storage industry for the year 2025, with categories including the Annual Impact Product Award and the Top Ten Enterprises Award [25].

Group 1 - The core viewpoint of the article highlights a significant surge in energy storage orders, with projections indicating over 917 GWh of orders for 2025, continuing into 2026 with major companies securing substantial contracts [2][13]. Group 2 - Jinko Energy has signed a framework cooperation agreement with Shaanxi Yihe Green Energy Co., aiming for a collaboration scale of 3 GWh over the next two years, focusing on project development, equipment procurement, and technical collaboration [3][6]. - Jinko Energy will provide its new generation Blue Whale SunTera G3 6.25 MWh battery storage system, which boasts a 95% system cycle efficiency and a lifespan of up to 10,000 cycles, designed for high energy density and efficiency in various harsh environments [6]. Group 3 - Nandu Power has successfully won a bid for an independent energy storage project in Greece with a total installed capacity of 235 MWh, aimed at enhancing the local grid's renewable energy absorption capacity [7][8]. - The project will utilize Nandu's Center L Plus 5 MWh liquid-cooled storage system, which includes a complete set of energy storage system solutions, contributing to the optimization of energy resource allocation in Greece [12].

插播： 1月8日，南网科技、阳光电源、弘正储能、海辰储能、海尔新能源、融和元储、华储电气、天合光能、星星充电、星纪云能、汇能科技等超30家 企业出席【行家说储能开盛年会】，报名欢迎联系行家说储能辛迪 Cindy：15989092696 （微信同号） 继海尔新能源、亿纬锂能相继冲击港股后，国内数字能源领域又一独角兽正式进军资本市场。2026年1月4日，星星充电（母公司：万帮数字能源股份有限公 司）向港交所递交招股书，申请主板上市。 ▋ 涉储能业务营收占比提升至28.9% 具体来看，2024年星星充电微电网系统、大型储能业务的营收2024年的营收分别是5.16亿元、4.09亿元；2025年前9个月的营收为6.09亿元、2.81亿元。 | | | 截至12月31日止年度 | | | | 截至9月30日止九個月 | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | 2023年 | | 2024年 | | 2024年 | | 2025年 | | | | 人民幣千元 | | % 人民幣千元 | | % 人民幣千元 | 发 | 人民幣千元 | 家 ...

插播： 1月8日，南网科技、阳光电源、弘正储能、海辰储能、海尔新能源、融和元储、华储电气、天合光能、星星充电、星纪云能、汇能科技等超30家 企业出席【行家说储能开盛年会】，报名欢迎联系行家说储能 辛迪Cindy：15989092696 （微信同号） 2025年，储能热度"狂飙"，尤其是第四季度，储能进入"井喷期"。据行家说储能不完全统计，2025年全年，中国储能企业对外公布的储能订单（不含中 标）达316起，其中披露具体容量的有285起，总容量为917.617GWh。 其中海博思创与宁德时代在11月所签订的2025-2027年度200GWh储能电芯产品战略采购合作为摘得全年订单规模最大"桂冠"，其次是海辰储能与中车株洲所签订的5 年120GWh的主要为储能电芯、电池的储能订单。 ☆ 激活 星标 ， 第一时间掌握前沿趋势 | 时间 | 企业 | 合作企业 | 合作内容 | 年限 | 规模 | | --- | --- | --- | --- | --- | --- | | 12月 | 宁德时代 | 思源电气 | 储能电池、电芯 | 3年 | 50GWh | | 12月 | 海辰储能 | 中车株洲所 | 储能电芯、 ...

Key Points - The article discusses the upcoming "Energy Storage 2026 Opening Conference" scheduled for January 8, 2026, in Shenzhen, focusing on innovations in the energy storage industry and the participation of key industry leaders [2] - The conference will feature discussions on virtual power plants, intelligent computing technologies, and the evolving investment and operational practices in the energy storage sector [5][6] - A total of 14 system integration companies will explore the shift from capacity competition to customized scenario capabilities in energy storage systems [6][8] - Key topics include the development status and application exploration of network-type and distributed energy storage, as well as the impact of digitalization on energy storage value [8][9] - The event will also cover advancements in AIDC (Artificial Intelligence Data Center) and large-capacity battery cells, with discussions on safety innovations and market opportunities [11][12] Group 1: Highlights of the Conference - The conference will feature seven companies sharing their investment and operational experiences in the context of new energy storage practices [5] - Notable speakers include industry leaders discussing topics such as AI-driven energy storage operations and maximizing economic returns through resource optimization [5][6] - A roundtable discussion will focus on the core capabilities and key drivers necessary for companies to thrive in the future energy storage market [5][6] Group 2: System Integration and Scenario Applications - The focus of the conference will shift to scenario-based customization capabilities among 14 system integration firms [6][8] - Presentations will cover the current state of network-type and distributed energy storage technologies, emphasizing their core value and application scenarios [8][9] - Discussions will also address how digital technologies can enhance energy storage's multi-dimensional value across various applications [9] Group 3: Core Supply Chain Insights - The event will include discussions on core supply chain elements such as batteries, PCS, BMS, EMS, and temperature control [11][12] - Key representatives will share insights on the integration of energy storage with AIDC and the safety innovations associated with large-capacity battery cells [11][12] - A roundtable will explore how companies can build competitive advantages in the evolving market landscape [11][12]

Group 1 - The core viewpoint of the article highlights significant strategic partnerships in the energy storage sector, particularly focusing on the collaborations between EVE Energy and 洛希能源, as well as 鹏程无限 and 海希通讯 [2][8] - EVE Energy has established a three-year cooperation plan with 洛希能源 for 20GWh of energy storage batteries, which includes 10GWh of large batteries and 10GWh of smaller cells [3] - EVE Energy is set to launch its 628Ah large energy storage battery named "Mr.Big" in January 2024, featuring a capacity of 2 kWh and a cycle life exceeding 12,000 times [5][7] Group 2 - 鹏程无限 has signed a strategic cooperation agreement with 海希通讯 for a scale of 60GWh, aiming to enhance industry chain efficiency and develop competitive energy storage system products [8][10] - The partnership between 鹏程无限 and 海希通讯 emphasizes a deeper, more integrated "ecological aggregation" relationship, focusing on mutual benefits and long-term cooperation [10]

2026年1月8日， 『行家说储能2026开年盛会：电力市场与数智化储能企业创新实践峰会暨储能行业极光奖颁奖仪式 』 将在深圳正式举办，首批参会名单 如下（以下企业排名不分先后） ： 南方电网电力科技股份有限公司 阳光电源股份有限公司 中车株洲电力机车研究所有限公司 厦门海辰储能科技股份有限公司 瑞浦兰钧能源股份有限公司 弘正储能（上海）能源科技有限公司 青岛海尔新能源科技有限公司 苏州华储电气科技有限公司 江苏天合光能股份有限公司 江苏为恒智能科技有限公司 上海融和元储能源有限公司 江西利星能科技有限公司 万帮数字能源股份有限公司（星星充电） 广东兆万能源有限公司 广州鹏辉能源科技股份有限公司 浙江卧龙储能系统有限公司 星纪云能（上海）科技有限公司 厦门量道能源发展股份有限公司 浙江天能储能科技发展有限公司 青岛海信网络能源股份有限公司 广东皇鼎储能投资有限公司 国能日新科技股份有限公司 深圳亿兰科电气有限公司 大连汇能科技股份有限公司 厦门国贸集团股份有限公司 江苏领储宇能科技有限公司 上海派能能源科技股份有限公司 广州智光储能科技有限公司 西安奇点能源股份有限公司 上海天炜能源科技有限公司 深圳拓邦股份 ...

Core Insights - The article discusses the upcoming "2026 Opening Year Summit on Power Market and Intelligent Storage Innovation Practices," scheduled for January 8 in Shenzhen, focusing on the evolution of storage and its integration with the power market [3][4]. Group 1: Industry Trends - The article highlights the need for a deep discussion on the evolution of storage mechanisms and the role of intelligent storage in the power market, emphasizing the importance of data and intelligence in shaping future strategies [4]. - It mentions the increasing asset scale in the storage sector, which necessitates refined operations to maximize revenue [5]. Group 2: Operational Insights - The article outlines the significance of "intelligent operation and maintenance" in uncovering the full lifecycle value of storage assets, addressing operational pain points and exploring business opportunities through innovative models [5][6]. - It emphasizes the integration of AI technology to enhance safety and optimize charging and discharging strategies, thereby improving project profitability [5]. Group 3: Research and Reports - A report titled "Electric Power Market and Intelligent Storage Research Report" will be released, focusing on the opportunities and challenges within the storage industry amid ongoing power market reforms [7]. - The report aims to explore the practical ecosystem for the implementation of intelligent storage solutions [7]. Group 4: Networking and Collaboration - The event will feature the "Aurora Award" dinner, designed for industry leaders and decision-makers to foster connections and collaborations within the storage sector [9][10]. - The gathering aims to facilitate genuine exchanges and real opportunities among key players in the industry [9].

Core Insights - The article discusses the transition of China's energy market from local "capacity compensation" trials to a nationwide standardized "capacity pricing" mechanism, with recent policies promoting market-oriented revenue mechanisms for energy storage [2] Group 1: Capacity Compensation Policies - Zhejiang Province has announced capacity compensation for 17 new energy storage projects, totaling 1.164 GW, with a first-year compensation amount of 232.8 million yuan [3] - Hubei Province will implement a capacity compensation mechanism starting February 1, 2026, with an annual capacity price set at 165 yuan per kW per year [8] - Gansu Province has established a reliable capacity compensation mechanism with a standard of 330 yuan per kW per year, effective January 1, 2026 [9] Group 2: Project Details - The compensation projects in Zhejiang include various energy storage facilities, such as an 80 MW/160 MWh storage station in Hangzhou and a 200 MW/400 MWh grid-side storage project in Wuyi [6][7] - Yunnan Province has released a list of 8.955 GW/20.36 GWh of energy storage projects, aiming to enhance the integration of renewable energy and storage [11] Group 3: Market Mechanisms - The article highlights the establishment of a market price mechanism for energy storage, with a price range set between 0.04 yuan and 0.5 yuan per kWh, effective January 1, 2026 [10] - Yunnan's plan includes promoting energy storage to participate in the energy market and optimizing mechanisms for frequency regulation and auxiliary services [11]

Core Insights - The article emphasizes the transition of China's energy storage industry from policy-driven growth to a dual-driven model of market and technology, with projections indicating that by 2025, new energy storage installations in China will reach 103 million kilowatts, accounting for over 40% of the global market [2] - Key technological advancements include digital intelligence (5G + AI + digital twin) and long-duration energy storage, with various technologies like liquid-cooled storage systems and sodium batteries beginning to scale [2] - The industry is currently facing challenges such as high cost optimization pressure, difficulties in standardization, and insufficient functional expansion in niche application areas, necessitating a shift from price competition to value competition [2] Industry Developments - The article highlights the participation of over 30 companies in the "Expert Discussion on Energy Storage" event, indicating a collaborative effort within the industry to address current challenges and explore future opportunities [2] - Huashu Electric, a leader in special transformers, has focused on commercial energy storage since its establishment in 2022, completing a business loop from PCS (Power Conversion System) to EMS (Energy Management System) and system integration [5][6] - Huashu Electric is developing integrated energy storage solutions, aiming to differentiate its products in the competitive market by leveraging its expertise in special transformers [6] Technological Innovations - Huashu Electric is set to launch several new products by 2025, including a 125kW phase-controlled PCS and a 230kW liquid-cooled PCS, which are designed to adapt to strong grid conditions and provide rapid local response capabilities [6] - The company's EMS utilizes a layered decoupling and cloud-edge collaboration architecture, enhancing operational monitoring and decision-making capabilities [7] - The EMS is evolving into the intelligent decision-making core of energy storage stations, integrating power market interfaces and optimizing charging and discharging plans based on various predictive data [8] Business Model and Strategy - Huashu Electric's current business model focuses on driving core component development through system integration, aiming to establish its brand in the market before independently entering the supply chain [8] - The company is transitioning from being a "device supplier" to a "value enabler," emphasizing the importance of integrating hardware functionality, software performance, and innovative business models for future success in the energy storage market [8] - The article mentions Huashu Electric's participation in the latest white paper on energy storage, indicating its commitment to industry research and development [8]