Core Viewpoint - The new energy storage industry is seizing opportunities from power market reforms and digitalization, with leading companies collaborating to compile the "2025 Power Market and Digital Energy Storage Research Report" to be released at the upcoming summit [2] Group 1: Energy Storage Market Trends - The energy supply and demand structure is undergoing rapid transformation, with long-duration energy storage entering a golden development period, driven by the explosive growth in electricity demand during the AIDC era [3] - Leading lithium battery companies are accelerating their strategic layouts in response to this historic opportunity [3] Group 2: Innovations in Long-Duration Energy Storage - The launch of the world's first native 8-hour long-duration energy storage solution, ∞Power 8 6.9MW/55.2MWh, aims to address the growing power demand from electric vehicles and data centers, enhancing grid stability and renewable energy absorption [6][8] - This solution features a high integration standard unit, significantly reducing on-site construction intensity and improving deployment efficiency by 18% while decreasing the footprint by 23% compared to previous models [6][8] Group 3: Advanced Battery Technology - The core of the 8-hour storage solution is the ∞Cell 1300Ah 8h battery cell, which boasts a capacity four times greater than mainstream products, reducing the number of system components by over 30% and lowering initial investment costs [12] - The new "super thick electrode technology" developed by the company addresses key challenges in battery performance, achieving over 50% cost reduction in power components compared to 2-hour cells [12] Group 4: AIDC Energy Solutions - The introduction of the world's first lithium-sodium collaborative AIDC all-time energy storage solution combines lithium battery backup with high-rate sodium batteries, providing a dual guarantee of instantaneous response and long-term backup [13] - This solution can significantly reduce backup costs by over 20% compared to traditional diesel generators, enabling "zero-carbon backup" for data centers [15] Group 5: Future Directions - The company plans to integrate AI technology across its research, manufacturing, and operational processes to enhance energy storage capabilities, positioning itself as a key player in supporting the rapid growth of AI computing power [16]

群雄逐鹿！年度储能产品竞速 温馨提示： 投稿/合作/找圈，请联系hjs-Cindy，13609002797 2025年即将收官，各企业年初制定的目标是否已顺利完成？ 而在 这 波谲云 诡的一年中，又有哪些企业表现优异？ 为 让真正推动行业进步的优秀力量被广泛看见， 围绕" 年度十强企业 "、" 年度影响力企业 "、" 年度影响力 产品 "三大维度， 行家说特设2025储能行家 极光奖。 此前行家说储能已对参与该奖项的部分申报企业进行了报道，如下： 冲刺年终！谁将登上储能之巅？ 储能年度影响力大奖，花落谁家？ 产品即话语权？储能年度角逐来了 强手云集！储能年度战局升级 随着储能年度大奖申报进入尾声，行业角逐日趋激烈，仍有众多企业踊跃参评。行家说储能本期将继续报道部分申报企业。 影响力产品奖-部分申报产品 ▋ 双登股份： 双登储能AI智眸系统 双登储能AI智眸系统运用人工智能技术，通过多维度监测与三维聚类分析，在电芯到系统五个层级实现精准的一致性评估，成功将安全预警从"分钟级响 应"提升至"天级预警"，完成了从被动防护到主动预防的根本性转变。在运维侧，系统能基于大语言模型自动解析数据并生成维保方案，将故障定位时间 ...

Core Viewpoint - The article emphasizes the transition of the energy storage industry towards a value competition phase, focusing on system-level value creation rather than just hardware scale, driven by the construction of a national unified electricity market by 2025 [2] Group 1: Industry Challenges - The energy storage systems currently face three main challenges: safety issues due to thermal runaway risks, efficiency problems from inconsistent battery degradation, and revenue challenges stemming from slow dispatch responses and crude operational strategies [5] - The challenges are directly related to the capabilities of Battery Management Systems (BMS) and Energy Management Systems (EMS), which are crucial for ensuring safety, extending lifespan, and enhancing environmental adaptability [8] Group 2: New Product Launch - The company has launched a new generation of BMS and EMS aimed at addressing the core pain points of safety, efficiency, and revenue in the energy storage sector [9] - The new BMS has transitioned from a monitoring function to an intelligent protection capability, utilizing active balancing technology to significantly enhance battery pack capacity and lifespan [13] - The EMS has undergone an architectural innovation, shifting from unit management to system collaboration, ensuring reliable operation and compatibility with various communication protocols [18] Group 3: Technological Advancements - The new BMS features advanced monitoring precision, with voltage accuracy within ±3mV and temperature accuracy within ±1℃, along with enhanced safety measures that provide proactive alerts [15][17] - The EMS incorporates an AI decision-making engine that optimizes charging and discharging strategies based on real-time data, thereby maximizing revenue while extending battery life [20] Group 4: Strategic Vision - The company adheres to a long-term commitment to the energy storage field, with a significant portion of its workforce dedicated to R&D and a robust patent portfolio [11] - The integration of BMS and EMS is crucial for enhancing safety, operational efficiency, and economic viability in energy storage systems, reflecting the industry's shift towards high-quality development [21]

Group 1 - The article highlights that several energy storage companies have secured significant orders, totaling over 4GWh, indicating a growing demand in the energy storage sector [1] - Dongfang Risen has announced a new order for 100MWh of commercial energy storage, following a previous 3GWh order from WEG in Brazil, showcasing its expanding market presence [2][4] - Wuhan Tianyuan has signed an investment agreement for two grid-side energy storage projects totaling 600MWh, with a total investment of approximately 600 million yuan, indicating strong governmental support for energy storage initiatives [5][7] Group 2 - Allye Energy has received its largest procurement order to date for five MAX500 battery storage systems, which are designed for the construction industry, highlighting innovation in energy storage solutions [8]

Core Insights - The energy storage PCS market is entering a phase of "volume and price increase" as multiple provinces reach critical stages of project delivery and grid connection, leading to a trend of price increases due to extended production cycles [2][20] - The role of PCS is transforming from a simple energy conversion device to a key node in the intelligent grid, prompting companies to consider how to innovate and collaborate to become the core hub for value realization in the new power system [2][5] Market Dynamics - The energy storage PCS market is experiencing a significant shift in competition logic, moving from a focus on single device performance to a comprehensive endurance race that includes technological sophistication, system collaboration, supply chain resilience, brand influence, and global layout [20][21] - The industry is witnessing a transition from a policy-driven model to a market-driven value model, necessitating a rapid shift in business models from hardware sales to integrated solutions [23][24] Technological Innovations - Companies are emphasizing the need for hardware innovation and intelligent algorithm upgrades to enhance the interaction between energy storage and the grid, with a focus on achieving millisecond-level response times and multi-objective optimization capabilities [6][10] - The trend towards larger power capacities in energy storage PCS is evident, with centralized PCS power ratings increasing from 1.725MW to 2.5MW, and string PCS moving from 125kW–375kW to over 400kW [14][15] System Integration - The core competitiveness of energy storage PCS products is shifting from individual component performance to system integration capabilities, requiring deep collaboration with battery management systems (BMS) and energy management systems (EMS) [11][12] - Companies are developing customized solutions that leverage a deep understanding of grid scheduling rules and market mechanisms to enhance system performance and reduce integration complexity [11][12][18] Future Trends - The growth of string architecture is expected to dominate large-scale energy storage, with its unique advantages in system management and efficiency [17][18] - The mainstream trends for energy storage PCS technology by 2025 include the large-scale application of grid-constructing technology, increased power capacity, and the integration of AC and DC systems [18][19]

温馨提示： 投稿/合作/找圈，请联系hjs-Cindy，13609002797 昨天，行家说储能报道了宁德时代（ 点这里 ）与弘正储能（ 点这里 ）分别斩获东南亚地区储能订单。 今日，行家说储能又获悉了比亚迪、天合光能、东方日升、三星SDI拿下储能订单——天合光能与美国企业 Lightshift Energy部署1GWh电网级储能系统； 比亚迪与Corvus Energy AS签署谅解备忘录； 东方日升与巴西工业巨头WEG签署3GWh的储能系统战略合作协议；三星SDI向美国某能源企业供应磷酸铁 锂电池。 ▋ 天合光能 ：部署1GWh电网级储能系统 近日，天合光能宣布扩大与美国领先的储能系统开发商、所有者和运营商Lightshift Energy（Lightshift）的战略合作伙伴关系。双方计划合作在美国各地 打造超过1GWh的储能项目组合。项目组合将采用天合光能的Elementa 2 Pro储能解决方案。 值得一提的是，此前天合储能和Lightshift此前已有成功的合作，包括2024年在马萨诸塞州格罗顿、霍尔顿和帕克斯顿的四个项目。 此外，天合光能 董事长高纪凡在12月的业绩说明会上透露，截至2025年三 ...

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。 继587Ah储能电芯已出货2GWh（ 点这里 ）后，宁德时代再传新订单，拿下 4GWh 储能系统协议。 ▋ 宁德时代供4GWh储能产品 日前，据外媒报道，宁德时代与新加坡可再生能源开发商 Vena Energy 签署了框架供应协议。根据该协议，宁德时代将向Vena Energy当地子公司PT Infrastruktur Terbarukan Sedaya提供4GWh的EnerX电池储能系统 (BESS) 解决方案。 ▋ 挖掘百亿市场，中企重码押注 数据显示，东南亚储能市场潜力巨大，预计规模将从2025年的35.5亿美元（约合人民币252亿元）增长至2030年的49.2亿美元（约350亿元人民币），东 盟区域装机量预计在2025年达到12GWh。 市场由各国碳中和目标及高比例可再生能源规划强力驱动，呈现鲜明特点： 此前，行家说储能整理了关于东南亚地区部分国家储能 ...

Core Viewpoint - Hongzheng Energy has signed a strategic cooperation agreement with Vietnamese company AISEN for a 100MWh energy storage project, marking a significant step in its localization strategy in the Southeast Asian market [3][4]. Group 1: Strategic Cooperation and Market Expansion - The partnership with AISEN aims to leverage local channels and market capabilities to implement a localized strategy in the Southeast Asian energy storage market [4]. - Both companies will create a comprehensive energy application ecosystem covering products, services, and market resources, providing "safe, efficient, and sustainable" energy storage solutions [5]. Group 2: Technological Adaptation and Market Demand - Hongzheng Energy's digital energy storage solutions are based on a "standardized core + customized system" approach, meeting the Southeast Asian market's demand for high reliability and strong adaptability [7]. - The rapid growth of the energy storage market in Vietnam presents a broad platform for cooperation, with Hongzheng Energy expressing confidence in the partnership's future [7]. Group 3: Project Implementation and Environmental Impact - Hongzheng Energy has implemented multiple projects in Vietnam, Singapore, and Indonesia, including a microgrid project in Vietnam that reduced diesel consumption by over 30% and achieved a carbon reduction of 300 tons annually [8]. - The company has a diverse project portfolio, including commercial energy storage and off-grid solar storage systems across various countries [9]. Group 4: Globalization Strategy - Hongzheng Energy's business has expanded globally, covering Europe, Africa, and the Middle East, with a focus on localizing technology teams in key markets like Germany, France, and the Czech Republic [9][11]. - The company is transitioning from product export to system solution upgrades, enhancing its strategic capabilities in local ecosystem development [11]. Group 5: Future Initiatives and Industry Insights - Hongzheng Energy will participate in an upcoming summit to share insights on digital empowerment in energy storage systems, highlighting its innovative approaches to enhancing value in diverse global scenarios [12].

Core Viewpoint - The article discusses the strategic collaborations in the energy storage industry, highlighting the long-term partnerships between leading companies like Hai Chen Energy and CRRC Zhuzhou Institute, which are adapting to market reforms and digitalization opportunities in the power sector [2][3]. Group 1: Strategic Collaborations - Hai Chen Energy signed a 5-year agreement with CRRC Zhuzhou Institute for a total of 120 GWh of energy storage products, indicating a shift from simple supply agreements to strategic collaborations based on trust and technology integration [3][4]. - The partnership includes the supply of various large-capacity battery products, such as 314Ah, ∞Cell 587Ah, and ∞Cell 1175Ah, showcasing the focus on high-capacity energy storage solutions [4][7]. - This collaboration reflects the confidence of CRRC Zhuzhou Institute in the future of the energy storage market and their proactive strategy to secure core battery supply chains amid anticipated capacity constraints [7][9]. Group 2: Market Trends and Characteristics - The trend of long-term binding agreements between energy storage cell suppliers and system integrators is becoming more common, with contracts ranging from 2 to 10 years [10]. - Notable examples include CATL's 200 GWh rolling order with Haibo Si Chuang and strategic partnerships with other companies, indicating a broader industry shift towards long-term collaborations [11][12]. - The focus is on large-capacity battery collaborations, as leading manufacturers like CATL and Hai Chen Energy have achieved mass production of high-capacity cells, making them attractive partners for system integrators [12][13]. Group 3: Competitive Landscape - The deep binding between leading energy storage system integrators and battery manufacturers signifies a fundamental shift in the competitive landscape of the energy storage industry, potentially leading to a "Matthew Effect" where advantages accumulate for top players [14]. - This collaboration allows for the integration of technology, production capacity, and market channels, creating strong barriers to entry and enhancing market concentration [14]. - The industry is transitioning from short-term product supply to long-term, symbiotic system definitions, establishing a clear path for creating sustainable competitive advantages [14].

Core Insights - Two companies have recently signed significant energy storage cooperation agreements, indicating a growing trend in the energy storage sector [1] Group 1: Energies and Contracts - Nenghui Technology has signed a framework contract for 350MWh of energy storage with a European company, effective until December 31, 2026 [2] - The first batch of 20MWh sales under this contract has been executed, amounting to €2.5 million (approximately 20 million RMB), with a delivery period of 135 days post-payment [2] - Nenghui Technology is enhancing its efficiency through organizational changes and is focusing on large-scale energy storage, commercial energy storage, and solar-storage microgrid businesses [2] Group 2: Partnerships and Projects - Huawei Digital Energy has completed a project signing with Shenzhen Energy Group for the Shenzhen Energy Mawan Power Plant [3] - The collaboration aims to develop a new energy storage project that will support high-load density grid peak regulation and frequency modulation, enhancing power supply reliability and equipment operational safety [5]