Core Insights - The article discusses recent financing activities in the energy storage sector, highlighting a decline in both the number of financing events and total financing amounts compared to the previous year [3][15]. Financing Activities - Two energy storage companies, Jizhao Energy and Carbon Trace Technology, recently announced financing rounds, with Jizhao Energy securing an undisclosed amount in a Pre-A round and Carbon Trace Technology raising several million in a Pre-B round [5][9]. - As of now, there have been 51 financing events in the energy storage industry in 2025, a decrease of 10.52% from the same period last year, with total financing amounts dropping by approximately 50% [3][14]. Company Highlights - Jizhao Energy has developed a liquid metal battery assembly and testing platform and is constructing the first pilot production line for liquid metal batteries in China. The company has completed designs for battery capacities ranging from 50Ah to 600Ah and is working on new high-capacity cells [7][8]. - Carbon Trace Technology plans to use its recent financing to enhance its research and development capabilities and diversify its product offerings, transitioning from an energy battery materials company to an advanced composite materials enterprise. The company has been developing energy storage electrode materials since late 2022 and aims to complete pilot production of its first-generation products by June 2024 [10][11]. Market Trends - The energy storage industry is undergoing significant transformation, with advancements in technologies such as all-vanadium flow batteries, sodium-ion batteries, and solid-state batteries. Capital is increasingly directed towards companies with cutting-edge technologies and clear business models [13]. - The financing landscape shows a preference for early-stage investments, with 14 angel rounds, 15 Series A rounds, and 11 Series B rounds recorded. The focus has shifted towards new technologies in liquid flow batteries, solid-state batteries, sodium-ion batteries, hydrogen storage, and digital energy solutions [18][19].

Core Viewpoint - The article discusses the increasing importance of large-scale fire testing for energy storage systems, which is becoming a mandatory requirement under the upcoming 2026 NFPA 855 standard, shifting from an optional practice to a necessary entry threshold for the industry [1][13]. Group 1: Participation in Fire Testing - A total of 13 energy storage companies, including major players like Envision, Fluence, and BYD, have engaged in large-scale fire testing (LSTF) [1][2]. - The majority of these companies are energy storage system integrators, with a notable presence in the overseas market [2][3]. - The testing has expanded from primarily top-tier companies to include second and third-tier brands, indicating a broader industry engagement [3]. Group 2: Testing Equipment and Standards - Most of the tested equipment consists of containerized energy storage systems, with SigenStack from Sige New Energy being the only exception focusing on commercial energy storage [4]. - The testing is primarily based on standards such as CSA C-800, CSA TS-800, and UL 9540A, with the latter being updated to separate large-scale fire testing as a core guideline [12][13]. Group 3: Testing Conditions and Results - The testing conditions are rigorous, often involving multiple battery units placed in close proximity, with systems charged to 100% state of charge (SOC) and fire suppression systems disabled [9][10]. - Companies have reported varying results, with some achieving significant control over thermal runaway and fire spread, such as Envision maintaining low temperatures in adjacent units during testing [10][16]. - The costs associated with these tests are substantial, with some companies like Sungrow estimating expenses around 30 million yuan for a single test [6]. Group 4: Future Implications - As the NFPA 855 standard is implemented, large-scale fire testing will become a critical requirement for energy storage companies, serving as a testament to their technical capabilities and financial strength [13][14]. - The current lack of similar standards in domestic markets raises questions about whether large-scale fire testing will become a technical barrier in the industry [14].

Core Viewpoint - The article highlights a significant battery storage order of over 3.1 GWh signed between Nandu Power and Trina Solar with Indian renewable energy company ACME Solar, marking one of the largest battery storage procurement projects in India [1][3]. Group 1: Project Details - The project will support multiple renewable energy and battery-connected projects under ACME Solar, with implementation planned across various states in India within the next 12 to 18 months [3]. - The delivery of the systems is scheduled to be completed in phases over the next four to eight months [3]. - The specific supply ratio between Nandu Power and Trina Solar has not been disclosed [4]. Group 2: Company Background - ACME Solar, headquartered in Gurugram, India, has a total installed capacity of 6,970 MW and an operational capacity of 2,890 MW, with an additional 4,080 MW in various stages of implementation [7]. Group 3: Market Context - The Indian government has introduced favorable policies, such as requiring solar projects to include a 10%/2h storage system during bidding and allocating 54 billion INR for the development of 30 GWh battery storage projects [8]. - The National Power Plan of India aims to establish 47.24 GW/236.22 GWh of battery storage systems by 2031-2032 to balance the fluctuations of 365 GW of solar and 121 GW of wind energy generation [9]. - The article suggests that the Indian storage market still has significant growth potential, indicating that the competition among companies in this sector is intensifying [10].

Core Viewpoint - The article highlights the significant growth and development of user-side energy storage projects in Jiangsu, with a total capacity of 12.923GW/28.809GWh registered in the first half of the year, surpassing last year's total capacity of 27GWh [1][7]. Group 1: Project Developments - The Jiangsu Jingye Steel 50MW/100.32MWh user-side energy storage project has commenced construction [1]. - The project is being developed by Nord Smart Energy, utilizing a self-developed 2.5MW/5.015MWh liquid-cooled energy storage system, equipped with a three-tier fire protection system and an intelligent energy management platform [3]. - Upon completion, the project is expected to achieve an annual charge and discharge volume of no less than 62.8 million kWh, generating approximately 6 million yuan in annual revenue through time-of-use electricity pricing [3]. Group 2: Market Trends - In the first half of the year, 1,220 user-side energy storage projects were registered in Jiangsu, with a total capacity of 12.923GW/28.809GWh, indicating a robust market despite a decline in the number of projects after April due to regulatory changes [7][10]. - The number of projects with a capacity exceeding 100MWh has increased, with 84 such projects registered in the first half of the year, compared to 74 last year [11]. - The largest single project is the Danyang 310MW/930MWh user-side distributed energy storage project, followed by other significant projects in the region [11][12]. Group 3: Capacity and Performance - The total capacity of user-side energy storage projects in May reached a peak of 6.938GWh, higher than the 6.876GWh recorded in February, demonstrating resilience in the market [10]. - The trend shows that while the number of projects has decreased, the capacity of individual projects has increased, indicating confidence from major investors in the Jiangsu market [10].

Core Viewpoint - The article highlights the growing demand for energy storage solutions in Europe, particularly in the UK and Italy, as companies like Nandu Power and Zhiguang Electric secure significant contracts in these markets [1][4][11][12]. Group 1: Market Overview - According to Solar Power Europe, Europe is expected to add 21.9 GWh of battery storage capacity in 2024, representing a 15% year-on-year increase, and 29.7 GWh in 2025, a 36% increase [2]. - The EU needs to increase its battery storage capacity tenfold by 2030 to support the growth of renewable energy installations, with current capacity just over 50 GWh [2]. Group 2: UK Energy Storage Developments - The UK has approved battery storage projects totaling 58.270 GW/121.645 GWh, with 7.6 GW/17 GWh currently under construction as of May [3]. - Nandu Power has secured a 230 MWh storage order for a project in the UK, utilizing its self-developed 5 MWh liquid-cooled container storage system [4][7]. Group 3: Italy Energy Storage Developments - Zhiguang Electric has signed a contract with an Italian infrastructure developer for a large-scale solar-storage charging station and has established a European business center in Italy [11][12]. - Italy's storage capacity reached 14.708 GWh by May 31, 2025, marking a 69.6% increase compared to the same period in 2024 [3]. Group 4: Company Orders and Growth - Nandu Power has disclosed nine orders since 2025, with six overseas and three domestic, amounting to approximately 1.3 billion yuan in domestic and overseas orders for new energy storage [9]. - Zhiguang Electric's energy storage equipment and system integration business has seen rapid growth, with over 4.4 GWh of projects signed in various regions of China [14].

行家说储能 近期，充电宝安全问题频上热搜。Anker（安克创新）宣布，主动召回旗下4款移动电源产品，原因是电池供应商擅自使用了不符合标准的原材料，可能会引发内部 短路。而就在不久前，罗马仕也因为类似的问题宣布召回。 另据国家市场监督管理总局缺陷产品管理中心数据显示，充电宝质量国家监督抽查不合格率达43.6%，罗马仕、安克创新等品牌因此召回超200万件产品。召回事件 根源 都指向了电芯、原材料和代工。 表面看是消费电子领域的个案，实则拉响了储能行业安全风险的警报，代工模式失控所引发的安全风险，正在储能领域悄然蔓延。 ▋ 储能电芯代工模式：速成神话还是定时炸弹？ 当前，储能电芯采用代工模式已非秘密。在新型储能产业快速扩张期，许多企业为抢抓机遇，加速出货，选择将有限的精力和核心资源聚焦于"研发+品牌"，而将生 产环节外包。 这背后的核心商业逻辑是"借力生产"，表面看，由于自建储能电芯产线投资巨大、周期漫长，面对爆发性增长的市场需求，"代工"成为抢时间抢项目、快速切入市 场的捷径。 这种代工模式能 降低固定资产投入风险，缩短产品问世的时间窗口、助力企业利用规模效应分摊成本，却潜藏不容忽视的供应链风险，如原材料价格波动 ...

行家说储能 当地时间7月2日，美股三大指数收盘涨跌不一，纳指与标普500指数创收盘历史新高，特斯拉收高4.97%，成交370.66亿美元。与此同时，特斯拉迎来两大 储能订单。 ▋ 特斯拉：连拿2个400MWh储能订单 特斯拉又拿下新订单，日前，Atmos Renewables宣布Merredin电池储能系统（BESS）融资完成，该项目规模为100MW/400MWh，将采用特斯拉 Megapack系统。 据了解，该项目 总投资1.45亿美元 （约合人民币10.3878亿元），位于西澳大利亚州，预计于2027年初完工。该项目 由Atmos Renewables与Nomad Energy合作开发，他们计划到2030年在西澳大利亚州开发 总计超1GW 的可再生能源项目。 据特斯拉最新披露，2025年第二季度，特斯拉在全球部署了9.6GWh的储能产品，创下了该公司储能领域迄今为止最佳的第二季度业绩。不过第二季度相比 第一季度储能装机10.4GWh下滑了0.8GWh。而特斯拉 2025年前两个季度储能部署量已经接近2024年三个季度的部署量。 图为特斯拉最近6年分季度储能业务装机情况，图源于特斯拉 值得注意的是，在三星物 ...

行家说储能 上周行家说储能报道了"超291GWh！2025年上半年储能订单汇总"（ 点这里 ）， 近日南都电源宣布斩获印度1.4GWh储能大单。 而印度素来在工商界号称"外企坟场"，为何仍能吸引中国储能企业往里闯？ 1.4GWh储能大单 日前，南都电源与印度某知名大型独立发电运营商签署储能订单，为其位于印度的一大型新能源光伏项目，供应1.4GWh的储能系统。 该项目是印度最大的单体储能项目之一。该订单预计将在2025年第三季度开始交付，并计划于2026年上半年完成全部供货。 据了解， 项目地属热带气候，夏季高温炎热，对储能系统的散热性能和长期稳定性要求极高。 对此，南都液冷储能系统的多级变径液冷管路设计能确保温度的均匀分布，有效提升散热效率，同时液冷双系统备份技术能确保一套液冷设备在发生故障 时，另一套系统可以正常工作，确保电池的稳定工作。并通过SNS低产热技术的创新性应用，显著降低电池运行温升，还配备南都自研自产的储能BMS，能 够在项目运行中发挥良好的主动均衡效果，显著提升系统一致性。 另悉， 截至2025年4月，南都电源已签未发订单合计64亿元，其中新型电力储能国内13亿元、海外13亿元，数据中心储能3 ...

Core Viewpoint - The recent adjustment of the time-of-use electricity pricing policy in Hunan province is expected to impact the operational strategies of existing grid-connected energy storage projects and the investment decisions for future commercial energy storage projects in the region [2][5][7]. Summary by Sections Policy Changes - The new time-of-use pricing policy will be implemented starting August 1, 2025, and will last for five years [5]. - Key changes include the optimization of peak and valley periods, with a reduction in peak hours and an expansion of the policy's applicability to commercial users with a capacity of 100 kVA or below [2][5]. - The adjustment is projected to release an additional 3 million kW of electricity demand [2]. Impact on Energy Storage Projects - The new pricing structure may lower the cost of electricity for commercial users, potentially reducing the incentive for companies to invest in energy storage solutions [5]. - The continuous 16-hour low valley period may lead to fewer opportunities for peak-valley arbitrage, extending the payback period for energy storage projects [5][7]. - The economic model for energy storage projects in Hunan may need to be restructured due to reduced actual arbitrage space compared to theoretical values [7]. Recent Developments in Energy Storage Projects - Two significant energy storage projects have recently been connected to the grid in Hunan, including the 88 MW/163.68 MWh project by China Kangfu and the 20.7 MW/120 MWh project by Lixing Energy [9][12]. - The total capacity of energy storage projects connected in Hunan since 2025 has reached 376.689 MWh, surpassing the total capacity of the previous year [15][16]. - The projects are characterized by relatively small individual capacities, with over 50% being below 10 MWh [16]. Companies Involved - Key players in the Hunan energy storage market include China Kangfu, Lixing Energy, and several others involved in various projects [17].

Core Viewpoint - Far East Battery has secured significant contracts in the energy storage sector, indicating strong growth and market presence in both domestic and international markets [1][3][4]. Group 1: Contract Details - In June 2025, Far East Battery announced contracts exceeding 10 million RMB, totaling 259 million RMB, with a notable project in Shandong worth 76.74 million RMB [1]. - By mid-2025, the company disclosed six major energy storage projects, amounting to approximately 428 million RMB, primarily through its subsidiaries [1][3]. - The company has achieved a total of 1.375 billion RMB in energy storage orders in 2024, reflecting a staggering year-on-year growth of 5605% [3]. Group 2: Revenue and Growth - The smart battery business of Far East Battery reported a revenue of 1.654 billion RMB in 2024, marking a year-on-year increase of 180.47% [3]. - The company has successfully delivered industrial storage projects across various provinces in China and has commenced deliveries in several European countries [4]. Group 3: Project Highlights - In February, an independent energy storage station with a capacity of 200MW/800MWh was officially connected to the grid [4]. - In May, the company launched the PowerSTROM7000 liquid-cooled energy storage container, designed for extreme low temperatures, in Europe [4].