关注公众号，点击公众号主页右上角" ··· "，设置星标 "⭐" ，关注 鑫椤储能 资讯~ 7月31日，国家能源局举行新闻发布会，发布上半年全国能源形势、上半年可再生能源并网运行 情况，介绍2025年新型储能发展情况和迎峰度夏电力供需总体情况，发布 《中国新型储能发展 报告（2025）》 。 以下为发布会文字实录 问： 今年上半年新型储能发展取得了哪些进展和成效？ 答： 当前，随着新能源快速发展，系统调峰、电力保供压力不断增大，发展新型储能成为构建新型 电力系统的客观需要。 2025年上半年 ，新型储能保持平稳较快发展态势。从装机规模来看， 全国新型储能装机规模达到 9491万千瓦/2.22亿千瓦时 ，较2024年底增长约29%，新型储能保持平稳较快发展态势。其中， 内蒙古、新疆装机规模超过1000万千瓦， 山东、江苏、宁夏装机规模超过500万千瓦。河北、 浙 江 、云南、甘肃、广东、安徽、广西、山西、湖南、河南、湖北、青海、贵州等13省区装机规模 超过200万千瓦 。 分区域来看， 华北 、 西北 、 南方地区 是上半年新型储能主要增长区， 占全国新增装机80%以上 。其中，华北、西北地区已投运新型储能装机 ...

——The End—— 本文来源： pvmagC 。 本公众号所发表内容注明来源的，版权归原出处所有（无法查证版权的或未注明出处 的均来源于网络搜集），如有侵权请及时联系删除。转载内容只以信息传播为目的，仅供参考，不代表本号认 同其观点和立场。内容的真实性、准确性和合法性由原作者负责。 鑫椤资讯成立于2010年，主要服务于炭素、锂电、电炉钢3大行业，是中国专业产业研究和顾问公司。鑫椤资 讯以研究为中心，提供数据库、产业前瞻预测、战略咨询和媒体宣传等服务。 这些系统必须支持两个小时的放电持续时间，并且每天能够进行两次充-放电循环。最小投标规模为 100MW/200MWh。 中标开发商将负责建设、拥有并运营电池储能系统相关设施，这些设施必须能够根据MSEDCL的需求 进行充电和放电。MSEDCL的目标是利用这些储能系统在用电高峰和非高峰时段为州内的配电公司提 供电力支持。所需土地将基于使用权进行供应，每个地块的年租金为1印度卢比。 MSEDCL将与中标开发商签订电池储能采购协议（BESPA）。 根据招标书，签订有州内项目有效购电协议（PPA）的独立电池储能系统开发商和现有可再生能源开发 商均有资格参与投标。这些开 ...

Core Viewpoint - The article discusses the financial performance and operational updates of Contemporary Amperex Technology Co., Limited (CATL) for the first half of 2025, highlighting revenue growth, profit margins, and advancements in energy storage solutions [2][4][6]. Financial Performance - In the first half of 2025, CATL achieved revenue of 178.89 billion yuan, a year-on-year increase of 7.27% [2][4]. - The net profit attributable to shareholders was 30.49 billion yuan, reflecting a growth of 33.33% compared to the previous year [4]. - The net profit excluding non-recurring items was 27.20 billion yuan, up 35.62% year-on-year [4]. - Basic earnings per share reached 6.92 yuan, an increase of 33.08% [4]. Business Segments - Revenue from energy storage battery systems was 28.4 billion yuan, a decline of 1.47%, with a gross margin of 25.52%, up 1.11% [3][5][7]. - Revenue from power battery systems was 1315.72 billion yuan, showing a growth of 16.80%, but with a gross margin of 22.41%, down 1.07% [3][5][7]. International Operations - CATL's overseas sales primarily consisted of battery systems, with foreign revenue amounting to 61.21 billion yuan, accounting for 34.22% of total revenue [8][9]. - The company maintained stable foreign customer payment conditions, with no significant changes in local exchange rates or tariffs [8]. Production Capacity - CATL's battery system production capacity was 345 GWh, with a utilization rate of 89.86% and a production output of 310 GWh [10][12][13]. - The company is actively expanding its production capabilities both domestically and internationally, with ongoing projects in Hungary, Spain, and Indonesia [11][12]. Market Position - As of January to May 2025, CATL held a 38.1% global market share in power battery usage, an increase of 0.6 percentage points year-on-year [15][16]. - CATL ranked first globally in energy storage battery production for the first half of 2025 [15][16]. Strategic Partnerships - CATL has established long-term strategic partnerships with major automotive manufacturers and energy storage system integrators, enhancing its competitive edge in the global market [18][19]. - The company has collaborated with notable clients such as Volkswagen, BMW, and NextEra, among others, to support the development of energy solutions [20]. Recent Developments - On May 20, 2025, CATL successfully listed on the Hong Kong Stock Exchange, raising a total of 41 billion HKD to support its projects and operational needs [20].

Core Viewpoint - The article emphasizes the importance of following the developments in the lithium battery industry, particularly through the insights provided by Xinluo Lithium Battery, a specialized research and consulting company in the carbon, lithium battery, and electric furnace steel industries [2]. Group 1 - Xinluo Information was established in 2010 and focuses on providing research services, databases, industry forecasts, strategic consulting, and media promotion [2]. - The company serves three major industries: carbon, lithium batteries, and electric furnace steel [2].

Core Viewpoint - The collaboration between Sunotec and Sungrow to deploy a 2.4GWh battery energy storage system in Bulgaria marks a significant breakthrough for Chinese energy storage technology in the Central and Eastern European market, enhancing the region's energy transition efforts [1][2]. Group 1: Project Overview - The partnership includes two types of projects: integrated photovoltaic and storage sites, and independent storage power stations, with some projects included in Bulgaria's national funding program "RESTORE" [2]. - The 2.4GWh storage capacity will increase Bulgaria's current storage capacity nearly fivefold, addressing issues related to photovoltaic output fluctuations and ensuring stable power supply during peak demand [2]. - Sungrow will provide its PowerTitan 2.0 storage system and inverters, which are well-suited for Bulgaria's extreme climate conditions [2]. Group 2: Market Dynamics - Bulgaria's "RESTORE Plan," launched in 2023 with a budget of €1 billion, supports renewable energy and storage integration projects, offering up to 30% investment subsidies for qualifying projects [2]. - Central and Eastern Europe is emerging as a new investment hotspot for energy storage due to abundant solar resources and urgent storage needs, driven by the EU's renewable energy targets [3][4]. Group 3: Global Market Position - Chinese energy storage companies are gaining market share globally, with 43% of new storage projects in 2024 utilizing solutions from Chinese firms, and Sungrow holding a 16.7% market share, ranking second worldwide [5]. - The successful implementation of the Bulgaria project reflects the comprehensive competitiveness of the Chinese energy storage industry, which spans from battery cells to system integration [5]. - The collaboration exemplifies the need for cross-border cooperation in energy transition, combining Chinese manufacturing capabilities with European market demands [5].

Core Viewpoint - The energy storage market in the first half of 2025 has shown significant growth, with a total bidding scale of 47.71GW/194.69GWh, representing year-on-year increases of 104.2% and 182.7% respectively [1] Group 1: Market Overview - A total of 383 energy storage systems, EPC, and PC projects were recorded in the first half of 2025, with grid-side projects accounting for 56.7% of the total [1] - Independent storage projects have seen an increase in proportion compared to the same period last year, while user-side projects, although small in percentage, represent a substantial project volume of 7.64GWh [1] Group 2: Project Types and Technologies - The first half of 2025 has witnessed a diverse range of new energy storage technologies, with 26 different types of projects including compressed air, sodium batteries, and various flow battery technologies, totaling 1962.5MW/8218.604MWh [2] - The largest project recorded is a 300MW compressed air energy storage demonstration project in Gansu, with a scale of 300MW/1800MWh [2] Group 3: Bidding and Procurement Trends - In the first half of 2025, a total of 335 energy storage systems, EPC, and PC projects were awarded, with a combined bidding scale of 36.36GW/167.72GWh, reflecting year-on-year increases of 94.9% and 198.5% [3] - The market saw a surge in demand in May due to the urgency to connect projects before the May 31 deadline for existing subsidy policies [3] Group 4: Leading Companies - The top 10 companies in the domestic energy storage system bidding market for the first half of 2025 include CRRC Zhuzhou, Haibo Sichuang, Sungrow, BYD, and others, with CRRC and Haibo maintaining strong market positions [8] - Sungrow has significantly increased its domestic investment and has been successful in large-scale procurement projects, becoming the company with the most bids in the first half of the year [9] Group 5: Price Trends - The prices of energy storage systems have shown a downward trend, with the average bid price for 2h storage systems around 0.5元/Wh, while the lowest bid for 4h systems reached 0.37元/Wh [12][15] - Despite the oversupply of energy storage cells, high demand has prevented significant price drops, with the lowest price for 314Ah cells at 0.22元/Wh [12][13] Group 6: EPC Pricing - The average bid price for EPC projects remains around 1元/Wh, with the highest bid recorded at 1.696元/Wh for a 300MW/600MWh independent storage project [17] - The lowest EPC bid was 0.505元/Wh for a 30MW/60MWh offshore wind power project [17]

Core Viewpoint - The article highlights the successful bid by China Energy Construction Guangdong Institute for the EPC project of a new electrochemical energy storage power station in Guangdong, marking a significant breakthrough in mixed energy storage technology applications [1][2]. Group 1: Project Overview - The project is located in the Huashan Management Area of Shanwei City, Guangdong Province, and is the first domestic electrochemical energy storage power station to adopt a mixed technology route combining large-capacity semi-solid batteries and sodium-ion batteries [2]. - The new energy storage station will have a capacity of 202.05 MW and 404.10 MWh, along with a 220 kV transmission line [2]. Group 2: Technical Innovations - The energy storage system will be connected to the Shanwei power grid via a 220 kV transmission line, serving as an independent shared energy storage station to provide critical support for peak shaving in the Shanwei grid [3]. - The project will utilize a mixed energy storage operation mode, deeply coupling sodium-ion and semi-solid battery storage units to leverage the high-rate characteristics of sodium-ion batteries for frequency modulation and the high energy density and cycle life of semi-solid batteries for peak shaving [3]. Group 3: Benefits and Goals - Upon completion, the project is expected to significantly enhance the power supply capacity in the Shanwei area, effectively promote the consumption of regional renewable energy, and alleviate the pressure on the interconnection channel for offshore wind power in eastern Guangdong [3]. - The project aligns with Guangdong's energy structure optimization and the goals of carbon peak and carbon neutrality [3]. Group 4: Company Expertise - Guangdong Institute has been a pioneer in the research and development of megawatt and hundred-megawatt energy storage technologies, participating in the formulation of 27 international, national, and industry standards for energy storage technology, and holding 60 proprietary technologies and patents [3]. - The company has transitioned from "technology demonstration" to "engineering application" in the mixed energy storage field, continuously promoting high-quality development of the new energy storage industry [4].

Core Viewpoint - The report from Clean Energy Associates highlights significant challenges facing the U.S. energy storage industry, with approximately 40GWh of planned capacity being canceled or delayed by 2028 due to policy uncertainty and financing issues [1][2]. Group 1: Capacity Reduction - The capacity contraction is evident, with companies FREYR, KORE Power, and iM3NY canceling their factory construction plans for 2028, totaling 20.6GWh of annual capacity [1]. - Five companies, including ABF, Guoxuan High-Tech, Microvast, Kontrolmatik, and ONE, have key projects that are currently stalled, affecting an additional 19.2GWh of annual capacity [1]. - Several GWh-level annual production projects in the Midwest and Southeast U.S. have also been forced to halt [1]. Group 2: Underlying Challenges - The adjustments in capacity are primarily influenced by new tariffs and policy changes in the U.S., compounded by multiple complex challenges [2]. - Uncertainty in policies leaves companies in a state of indecision, while market fluctuations, such as lithium price volatility and slowing electric vehicle demand, exacerbate investment risks [2]. - Domestic supply chain weaknesses, including insufficient autonomy in key materials and technologies, create significant technical barriers that are difficult to overcome [2]. Group 3: Need for Strategic Balance - The withdrawal of nearly 40GWh of capacity serves as a warning that there is an urgent need to balance policy stability, global supply chain collaboration, and breakthroughs in key technologies [2]. - Achieving this balance is crucial for the U.S. energy storage industry to overcome its challenges and meet clean energy goals [2].

Core Viewpoint - The global energy storage battery market is experiencing significant growth, with a projected shipment of 258 GWh in H1 2025, representing a 106% year-on-year increase. Domestic manufacturers are leading this growth with a shipment of 252 GWh, up 109% year-on-year, while overseas manufacturers shipped 6 GWh, a 42.5% increase [1]. Group 1: Market Dynamics - The market is currently dominated by leading players such as CATL, BYD, and Envision, with a trend towards vertical integration, particularly by BYD, which is increasing its share of self-owned storage systems [3]. - In H1 2023, front-of-the-meter storage battery shipments accounted for 79% (203.4 GWh) of total shipments, while behind-the-meter battery shipments made up 21% (54.6 GWh) [3]. Group 2: Emerging Markets - Significant acceleration in the delivery of large-scale energy storage projects in emerging markets is noted, including projects like BYD's 12.5 GWh in the Middle East and collaborations in Chile and Australia [5]. - Traditional markets are influenced by regulatory changes, such as China's 136 document leading to an earlier rush for installations, and the U.S. experiencing stockpiling due to the IRA amendments [5]. Group 3: User-side Developments - The commercial and industrial sector in China is primarily focused on arbitrage from peak and valley price differences, but recent policy changes in Jiangsu have led to a cautious market sentiment [7]. - New commercial scenarios, such as solar-storage charging and data centers, are witnessing rapid growth despite the overall market's cautious outlook [7]. Group 4: European Market Incentives - The European commercial and residential storage markets are benefiting from substantial subsidy policies, with the Netherlands allocating €100 million for battery storage projects linked to solar installations [8]. - Belgium offers a 40% tax deduction for investments in solar and storage systems, the highest in its history, while Greece's enterprise storage plan provides up to 50% subsidies for businesses [9].

Core Viewpoint - The article emphasizes the importance of following the developments in the lithium battery industry, particularly through the insights provided by Xinluo Research, which specializes in carbon, lithium batteries, and electric furnace steel sectors [2]. Group 1 - Xinluo Research was established in 2010 and focuses on providing services related to carbon, lithium batteries, and electric furnace steel industries [2]. - The company offers a range of services including database management, industry forecasting, strategic consulting, and media promotion [2]. - The content published by Xinluo Research is primarily sourced from the internet, and the company encourages contact for any copyright issues [2].