行家说储能 ▋ 下一代大储系统之战 除了比亚迪储能外，今年 以来，宁德时代、阳光电源、特斯拉也相继推出新一代大容量储能系统解决方案。这一动向不仅表明了当前大储市场的竞争强度， 也凸显出巨头们正积极争夺下一代储能系统 的话语权与定义主导权。 今日（即9月18日），在2025国际数字能源展开幕式上，比亚迪储能及新型电池事业部电力科学研究院院长曹虎宣布，比亚迪正式向全球发布其全新一代储 能系统"浩瀚"。 ▋ 最小单元容量为14.5MWh 据了解，"浩瀚"以14.5MWh为最小单元容量，体积能量密度为233.8kWh / m³ ，比行业平均水平提升51.4%。 据曹虎介绍， 该储能系统以因大而简的设计哲学，采用更少的箱体、更小的占地和更简单的管理架构，将系统集成度推向了一个全新的高度。以建设1GWh 的储能场站为例，传统方案需要采用145个储能集装箱系统（单体为6-7MWh)，而采用"浩瀚"方案只需69套，系统单元数量可降低52%，电池簇数可降低 76%，电芯数量可减少76%，同时占地面积节省33%。 MW☆ 点击 星标 ， 第一时间掌握前沿趋势 据悉，该储能系统采用了比亚迪的2710Ah大容量储能专用刀片电池，与常 ...

当双碳浪潮席卷全球，储能行业的数字化变革已从"选择题"变为"必答题"。 今日，以"数能先锋 智创未来"为主题的2025国际数字能源展在深圳开幕。拓邦股份（002139.SZ）于1号馆1B06B展位亮相，携液冷储能系统、全场景光 储充产品矩阵及"拓邦零碳云"平台，集中展示在储能安全、能源系统集成及数字化低碳运营等领域的前沿创新成果。 围绕"成就新能源资产价值实现"的理念，展会期间，旗下新能源资产投资平台拓邦数能展示了从项目投资开发到落地运营的全流程能力，为带来行业领先的 一站式新能源资产解决方案。 值得一提的是，会上拓邦股份还推出展会特惠：工商业储能柜起步价0.499元/Wh，400kW直流一体机现场专享价为24900元/枪，成展会一抹亮色。 ▋ 光储充系统，全场景解决方案构建 面对新能源应用的多元化趋势与系统集成不足的行业挑战，拓邦股份在数字能源业务中着力打造光储充系统，形成了涵盖核心部件、整机产品与整体解决方 案的全链条矩阵。通过将光储充协同与智能调度深度融合，公司能够覆盖工商业及园区等多样化应用场景，有效提升能源利用效率。广东惠州元山高速光储 充示范项目，以及捷克与日本等地的国际案例，均充分验证了拓邦方案 ...

Key Points - The article highlights two significant energy storage events that have garnered industry attention, including the signing of 22 projects with a total investment of 36.7 billion yuan at the World Energy Storage Conference in Ningde and 54 projects with an investment of 30.155 billion yuan in Yulin [1][2][7] Group 1: Ningde Projects - At the World Energy Storage Conference in Ningde, 22 new industrial projects were announced, with a total expected investment of 36.7 billion yuan, including 14 manufacturing projects, 2 research projects, and 6 technology innovation projects [2] - Key projects include: - A 200MW/400MWh independent energy storage power station in Zherong County, with an investment of 500 million yuan [4] - A 200MW/400MWh independent energy storage project in Shouning, with a planned investment of 500 million yuan and an expected annual output value of 150 million yuan [5] - A low-carbon smart integrated zero-carbon park demonstration project in Fu'an, with an investment of 4 billion yuan [5] - A new generation of energy battery production line project in Biaocheng, with a total investment of 6.5 billion yuan and an expected annual output value of 20 to 25 billion yuan [6] Group 2: Yulin Projects - In Yulin, 54 key projects were signed, attracting a total investment of 30.155 billion yuan [7] - Among these, 15 projects related to the hydrogen energy industry chain were signed, accounting for 10.427 billion yuan, or one-third of the total investment [9] - Notable projects include: - The Shenmu Chun'anrui independent energy storage power station project, with a capacity of 200MW/400MWh [9]

Core Viewpoint - The new energy storage industry is experiencing rapid growth and is expected to play a crucial role in achieving carbon neutrality goals during the 14th and 15th Five-Year Plans, with significant advancements in technology and market structure anticipated [2][11]. Group 1: New Energy Storage Capacity - By July 2023, the installed capacity of new energy storage in China reached 96.68 million kilowatts (approximately 226 million kilowatt-hours), marking a 30-fold increase compared to the end of the 13th Five-Year Plan [6]. - The installed capacity is projected to reach 300 million kilowatts during the 15th Five-Year Plan, driven by an average annual growth rate of around 3% in energy consumption [6][10]. Group 2: Technological Innovation and Application Scenarios - The focus during the 15th Five-Year Plan will be on technological innovation, emphasizing high safety, low cost, long lifespan, and sustainable energy storage solutions [7]. - New energy storage will be integrated into various application scenarios, including power generation, grid support, and load-side storage, with a significant increase in clean energy proportions in large-scale renewable energy bases [7][8]. Group 3: Market Development and Challenges - The new energy storage market is transitioning to a model that combines energy quantity and capacity, with other revenue sources supplementing it [8]. - The industry faces challenges such as safety concerns, intense price competition, and the risk of market saturation, with over 300,000 registered energy storage companies in China [13][17]. Group 4: Future Development Roadmap - The "New Energy Storage Technology Development Roadmap (2025-2035)" outlines goals for installed capacity, targeting over 180 million kilowatts by 2027 and over 240 million kilowatts by 2030 [9][10]. - The roadmap emphasizes the need for diverse storage technologies, including electrochemical, electromagnetic, mechanical, thermal, and hydrogen storage, to meet future energy demands [9]. Group 5: Global Context and Policy Recommendations - China has become the largest market for energy storage, with significant contributions to global supply chains, accounting for 90% of battery shipments and over 70% of system shipments [11]. - The International Renewable Energy Agency (IRENA) has released a report highlighting the importance of energy storage in the transition to renewable energy, recommending policies for market integration and safety standards [14].

Group 1 - Australian Prime Minister Jacinta Allan met with Trina Solar to discuss a 500MW energy storage project in Australia, highlighting China's role as a clean energy superpower and the potential for cost reduction and job creation through collaboration [2][4]. - The 500MW battery storage system being developed by Trina Solar near the Degraves terminal is expected to power 172,000 households in Victoria annually and will create approximately 80 construction jobs and 6 ongoing positions, with a project cost of $453 million [4][5]. - Trina Solar has a pipeline of over 4.2GWh for energy storage projects in Western Australia and is also collaborating with Pacific Green on a 250MW/500MWh storage project in South Australia [5]. Group 2 - JinkoSolar announced discussions with the InvestBulgaria Agency and the Bulgarian Consulate in Shanghai regarding cooperation on energy storage projects in Bulgaria [6]. - JinkoSolar's CEO expressed commitment to exploring new opportunities in energy storage collaboration, leveraging its TOPCon technology and local service capabilities to provide efficient and reliable integrated solutions [8]. - Bulgaria is becoming an attractive investment destination, with predictions that its energy storage capacity will reach 8-10GWh by 2025, representing a growth of over 50 times compared to 2024, making it one of the fastest-growing markets in Europe [9].

Core Viewpoint - Australia has announced the results of its largest battery storage tender, with 16 winners selected to provide a total of 4.13GW/15.37GWh of dispatchable capacity by the end of 2029, primarily using lithium-ion batteries [2][3]. Group 1: Tender Overview - The tender received 124 bids with a total capacity of 34GW/135GWh, aiming to award 4GW/16GWh of dispatchable capacity [3]. - The selected projects are expected to include local resources valued at AUD 3.8 billion (USD 2.53 billion / CNY 18.014 billion) and provide AUD 218.8 million in benefits to Indigenous communities, creating approximately 1,900 jobs during the construction phase [3]. Group 2: Project Details - The largest individual project selected is the Teebar battery storage system proposed by Atmos Renewables, with a capacity of 400MW/1600MWh [5]. - Equis won three projects totaling 550MW/1900MWh, while Akaysha Energy is involved in the Waratah Super Battery project and has secured contracts for additional projects [6]. Group 3: Involvement of Chinese Companies - Chinese energy storage equipment companies have become significant participants in the tender, with Energy Australia, a subsidiary of China Energy Group, winning a project in New South Wales [7]. - Alinta Energy's Reeves Plains project will utilize battery storage systems supplied by CATL, and ACEnergy has also confirmed the supply of battery systems from CATL for its projects [8].

Core Viewpoint - The article highlights significant policy support for the energy storage industry from the national level, leading to a surge in stock prices for key players like CATL and Sungrow, with both companies making strategic moves to strengthen their positions in the energy storage market [2][4]. Group 1: CATL Developments - CATL's stock price surged over 14%, reaching a new market capitalization high, following the announcement of favorable policies for the energy storage sector [2]. - The company has applied to register the trademark "Empirical Energy Storage," indicating a focus on reliability verification in energy storage systems, which may enhance market trust and industry influence [3]. - Morgan Stanley upgraded CATL's H-shares to "Overweight," citing it as one of the cheapest battery stocks, with a 10% upward revision in profit forecasts for 2025-2026 due to unexpected demand for energy storage batteries [4]. Group 2: Sungrow Initiatives - Sungrow's stock also saw a significant increase, with a peak rise of over 11%, and the company is exploring a partnership with the Egyptian government and Scatec to build a 10 GW energy storage factory [2][5]. - The collaboration aims to localize production and create a complete manufacturing chain for energy storage batteries and key components in Egypt, positioning the country as a regional hub for renewable energy manufacturing and exports [7].

Core Insights - The "China Top 500 Enterprises" list for 2025 shows a total revenue of 110.15 trillion yuan, with 267 companies in the billion-yuan club and 15 companies exceeding 1 trillion yuan in revenue. The entry threshold increased by 579 million yuan from the previous year, reaching 47.96 billion yuan [2][3]. Group 1: Revenue Highlights - State Grid Corporation's revenue exceeds 3 trillion yuan and is on the verge of surpassing 4 trillion yuan. China National Petroleum Corporation, Sinopec, and China State Construction Engineering Corporation each have revenues exceeding 2 trillion yuan [3][8]. - The manufacturing sector includes 263 companies, with a notable increase in advanced manufacturing firms related to new energy equipment, power and energy storage batteries, communication equipment, and semiconductor manufacturing, rising from 23 to 32 companies since the 14th Five-Year Plan [3]. Group 2: Energy Storage Sector - Approximately 40 energy storage-related companies made the list, excluding grid, power generation, and energy companies. Notable companies include Huawei, BYD, CATL, CRRC Group, Tongwei, Tianneng Holdings, TBEA, Zhongtian Technology, JinkoSolar, Chint Group, GCL, Shanghai Electric, Envision, Trina Solar, Sungrow, JA Solar, Far East, Goldwind, XINWANDA, Wolong Holdings, and Desay SV Automotive [3][4]. - Several companies from other sectors, such as Shenghong Holdings Group, Midea Group, Qingshan Holding Group, Haier Group, Hisense Group, Gree Electric Appliances, and Skyworth Group, are also entering the energy storage field [3].

Core Viewpoint - The article highlights the innovative energy storage solutions presented by Haicheng Energy at the RE+ 2025 event, focusing on the integration of sodium-ion and lithium-ion batteries to address the energy challenges faced by AI data centers [2][3][5]. Group 1: Energy Storage Solutions - Haicheng Energy introduced the AI Data Center (AIDC) energy storage solution, which includes the ∞Power 6.25MWh 8h lithium battery system and the ∞Power N2.28MWh 1h sodium battery system, aimed at providing stable energy support and rapid response to power fluctuations [2][5]. - The AIDC storage system features a specialized lifespan assessment model that offers more accurate predictions of energy storage system degradation compared to general lifespan models, ensuring better performance guarantees for clients [5][12]. Group 2: Safety and Testing - During the RE+ 2025 event, Haicheng Energy showcased the global first open-door combustion test of the ∞Block 5MWh storage system, validating its safety capabilities under extreme conditions with the involvement of international certification bodies [8][11]. - The company plans to conduct similar rigorous testing in the U.S. to demonstrate its commitment to safety and transparency in energy storage technology [11]. Group 3: Market Expansion and Partnerships - Haicheng Energy signed a cooperation agreement with Microgrid Networks LLC to provide comprehensive solutions for 10 energy storage projects in New York, totaling 55MW/290MWh, marking a significant step in its North American market strategy [12][14]. - The company has established a localized manufacturing and service network in the U.S., enhancing its ability to meet diverse customer needs and ensuring long-term operational stability [15]. Group 4: Industry Position and Future Outlook - Haicheng Energy has achieved a top 2 position in global energy storage battery shipments and power storage shipments in the first half of 2025, setting a new benchmark for high-quality development in the energy storage industry [14][15]. - The launch of the AIDC energy storage solution signifies Haicheng Energy's strong capabilities in technological innovation and customized solutions, paving the way for new applications in energy storage and supporting the transition to a greener and more efficient future [15].

行家说储能 9月12日，国家发展改革委、国家能源局发布关于印发《 新型储能 规模化建设专项行动方案（2025—2027年）》的通知。 文件提及，将通过以下方式，促进新型储能应用场景拓展，推动新型储能利用水平提升。 推进电源侧储能应用。 推动沙漠、戈壁、荒漠等新能源基地合理规划建设新型储能。建设一批系统友好型新能源电站，促进新能源电站与配建新型储能联合 运行，平滑新能源出力曲线，提高可靠出力水平，提供电网稳定支撑能力。研究煤电机组与电化学储能、飞轮储能、热储能等新型储能项目联合运行，优化 运行方式，提升调节能力。鼓励利用退役火电厂场地和送出线路，科学规划建设新型储能。 拓展电网侧储能应用。 推动在负荷密集接入、大规模新能源汇集、大容量直流馈入等关键电网节点，开展独立储能电站建设。加快推进构网型储能在高比例 新能源电网、弱电网及孤岛电网的示范应用，推广配电网新型储能应用，提升新型储能对电力系统稳定运行支持能力。鼓励在配电网扩建受限或偏远地区推 广电网替代型储能。 推动完善新型储能等调节资源容量电价机制，有序建立可靠容量补偿机制，对电力系统可靠容量给予合理补偿。 各地要加快推进电力中长期、现货市场建 设，完善市场价 ...