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~ 9月17日，2025世界储能大会在福建宁德举行。宁德时代创始人、董事长曾毓群在大会致辞中 表示，储能行业价格竞争异常激烈。他提到，近三年间，储能系统价格下降了约八成； 近期， 某个集采项目的中标价格甚至低过了0.4元/Wh，严重偏离成本。 他认为，低价必然带来减 量、减配，为行业埋下质量的安全隐患，这不仅让储能企业的毛利急速缩水，关键是不可持 续，得不偿失。 ——The End—— 本文来源：同花顺财经 。 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。 ...

本文作者：钱先生/13621911373 ——The End—— 本文来源：鑫椤锂电 。 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。 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~ 据 ICC鑫椤锂电数据库统计， 2025年8月份国内碳酸锂总需求量达到10.2万吨，环比增长7.49%，再 创历史新高。 虽然目前碳酸锂库存仍在14万吨之上，但近半年来可用天数持续下降，价格弹性随之增 强。 从具体需求看， 磷酸铁锂对碳酸锂需求环比增幅达到 8%，储能方面拉动明显，2026年储能需求 增幅保守估计40%-50%；三元材料受下游补库带动，8月份对碳酸锂需求环比增幅高达12%； 钴酸锂随着3C数码进入"金九银十"旺季，对碳酸锂需求环比增幅也达到7%左右，有迹象表面， 数码采用锰酸锂的情况也在逐渐增多。 不过，从当前市场氛围来看，近期仓单增长较快，虚实盘比基本又回到了低位，如果没有一些爆炸性 ...

阳光电源董事长曹仁贤在会议上提出了在埃及建立一座年产能达 10GW的储能电池工厂 的计划。 此举若能实现，将是埃及在新能源产业链本地化方面取得的重大进展，旨在利用其现有 工业基础和资源，从能源项目开发国向核心设备制造国转型。阳光电源表示愿意就该产 业的本地化与埃及进行深入合作。 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~ 埃及总统塞西于9月14日（当地时间）会见了挪威能源公司Scatec首席执行官泰耶·皮 尔斯科格与阳光电源的董事长曹仁贤。陪同总统出席会议的包括埃及总理及主管工业、 交通、电力的多位核心部长。 01 Scatec在埃及能源项目投资36亿美元 挪威Scatec公司称，其在埃及"NWFE"（国家水、粮食和能源关联计划）框架下的能 源项目投资组合已达到36亿美元。 该公司详细介绍了多个正在推进的大型项目，包括： 02 阳光电源：计划在埃及建年产能10GW的储能电池工厂 埃及正加速推进其在可再生能源领域的战略布局，重点吸引外国直接投资并推动相关产 业链的本地化。未来数年内，埃及新能源市场或将迎来新一轮的投资与产业发展。 $$\underline{{{\b ...

Core Viewpoint - The article highlights the participation of Haibo Technology at the RE+ 2025 clean energy exhibition in Las Vegas, showcasing its modular energy storage solutions and commitment to the North American market [1][8]. Group 1: Product Innovations - Haibo Technology introduced the MagicBlock modular technology platform and its first product, HyperBlock M, which features innovative design and performance, demonstrating high flexibility and adaptability across various scenarios [3]. - HyperBlock M utilizes a flexible open system architecture, optimizing traditional 20-foot containers into 10-foot standard units, significantly enhancing transportation and deployment efficiency, especially in logistics-constrained areas [5]. - The product is equipped with a 400kW PCS and a real-time monitoring system, allowing precise tracking of charge and discharge capacity, operational efficiency, and battery health, ensuring long-term stable operation [5]. - Advanced technologies in HyperBlock M, such as 24-hour full-time balancing and intelligent thermal management algorithms, can increase usable energy over its lifecycle by more than 3.5% and reduce system energy consumption by 10% [5]. Group 2: Market Expansion and Collaboration - Haibo Technology is committed to a dual-driven model of "technology output + localized operations," actively expanding its overseas market presence [8]. - During the exhibition, the company engaged in in-depth discussions with various clients and partners in North and Central America, facilitating practical cooperation and paving new paths for international business [8]. - The company has established a regional center in the Americas, deeply embedding itself in the North American market while also reaching emerging markets in Central and South America, with project deliveries completed in the U.S. and Mexico [10]. Group 3: Future Outlook - Haibo Technology has cumulatively installed over 40GWh globally and plans to continue deepening its global and regional market presence, steadily advancing its international strategy [12]. - The company aims to deliver advanced green energy storage solutions through high-quality products and localized services, contributing to global energy sustainability [12].

Core Viewpoint - Trina Solar's subsidiary, Trina Storage, has signed sales contracts totaling 2.48 GWh of energy storage products with three customers across China, Latin America, and the Asia-Pacific region, marking a significant milestone with its first GWh-level grid-connected project in overseas markets [1][5]. Group 1: Contract Signing Details - Trina Storage has entered into three sales contracts with a total scale of 2.48 GWh [4][5]. - The overseas order of 1 GWh will utilize a grid-connected system, representing Trina Storage's first GWh-level project in international markets [1][5]. - These contracts are part of the company's routine business operations and do not require board or shareholder approval [5]. Group 2: Impact on Company Performance - The successful execution of these contracts is expected to positively influence the company's future operating performance, although specific impacts will be confirmed after annual audits [4].

一位知情人士透露，宁德时代高管在周二早间的会议上要求员工为枧下窝矿区复产做准备并召回一线工 人。因涉及内部信息而要求匿名的该人士表示，电池巨头宁德时代未立即回应置评请求。 作为中国锂业重镇宜春的关键项目，枧下窝矿已成为市场情绪的风向标。其因采矿证到期导致的停产， 曾引发市场猜测这是国家严控产能过剩政策的一部分，也反映出供应端趋向自律的转变。在8月9日采 矿证到期前数日，交易员曾操纵无人机飞越矿区以探查运营状况。 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~ 上月因停产推高电池金属价格的中国锂矿，目前正以快于预期的速度筹备复产，主要生产商股价应声下 跌。 （本文引自Bloomberg） 免责声明：本文为对Bloomberg文章的翻译，原文链接：[ https://www.bloomberg.com/news/articles/2025-09-09/catl-readies-to-restart-china-lithium-mine-earlier- than-expected ] 。 原文版权归原作者及所属媒体所有，翻译部分仅供学习和参考使用，不得用于商业用途或进行 ...

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~ 根据ICC鑫椤储能数据库不完全统计，9.1~9.7周招标数据21条，EPC、PC及储能系统招标规模9.5GWh，中标数据19条，EPC、PC及储 能系统招标规模11.7GWh。 招标部分 项目规模最大的为新疆若羌500MW/2GWh储能项目工程总承包。招标业主为中国绿发投资集团有限公司，要求投标人完成储能区和1座 220KV升压汇集站等设施的勘察设计、设备材料采购，其中设备采购不含储能系统设备、主变、GIS。 部分招投标项目如下： 招标项目统计 | સેન્દ્રિ | 项目类型 | 投资方 | 招标项目名称 | | 装机功率 装机容量 配储时长 | | 项目分类 | 省份 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | | (11) | ( THE ) | (H) | | | | 申网侧 | 独立储能 | 中国绿发投资集团有限公司 | 新疆若羌500MW/2GWh储能项目工程总承包 | 500 | 2000 | র্ব | EPC | ...

电力短缺对北宁、北江等工业中心影响最为严重。这些地区聚集了三星、富士康、佳能、立讯精密等企 业。2023年电力危机造成约 14亿美元损失 ，占越南GDP的0.3%。 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~ 越南电力短缺与储能市场机遇分析 越南经济近年发展迅速，制造业吸引了三星、富士康、佳能等全球制造巨头投资。然而，经济快速增长 背后却隐藏着严重的电力短缺问题，正在对工业生产、供应链稳定以及投资环境带来深远影响（来源： Vietnam Briefing）。 一、越南电力短缺的现状 越南电力需求增速位居全球前列。预计到2025年，电力需求将比2024年增长 10.5%至13% ，约新增 2200–2500兆瓦 装机容量。然而，北部地区实际新增装机容量仅 3160兆瓦 ，远低于国家规划的 10800兆瓦 （Vietnam Briefing, 2025）。 造成这一缺口的主要原因包括： 二、对工业与制造业的冲击 半导体和高耗能产业受冲击最明显： 由此可见，越南电力短缺不仅影响企业产能，还制约产业升级与供应链稳定。 三、政府与企业的应对措施 企业应对： 政府策略： 老 ...

Core Viewpoint - The article highlights the significant growth in the energy storage sector in August, with a total of 12.69 GW and 42.65 GWh of projects awarded in China, indicating a robust demand for energy storage solutions [1]. Group 1: Project Awards - In August, 75 energy storage segments were awarded, with 31 projects for energy storage systems totaling 5.20 GW and 18.07 GWh, and 44 EPC projects totaling 7.49 GW and 24.58 GWh [1]. - The largest energy storage system procurement projects were located in Inner Mongolia, specifically in Huade, Dengkou County, and Chifeng City, with a total procurement demand of 5.2 GWh [3]. Group 2: Major Projects and Bidders - The top three independent energy storage projects include: - Huade 500 MW/2 GWh project, awarded to CRRC Zhuzhou Electric Locomotive Co., with a total bid of 792 million yuan, equivalent to 0.3960 yuan/Wh [4]. - Dengkou County 400 MW/1.6 GWh project, awarded to BYD, with a total bid of 628.43 million yuan, equivalent to 0.3928 yuan/Wh [5]. - Chifeng City 400 MW/1.6 GWh project, awarded to Shandong Electric Power, with a total bid of 638.10 million yuan, equivalent to 0.3988 yuan/Wh [6]. Group 3: Market Leaders - Leading companies in the energy storage system bidding for August include BYD, CRRC Zhuzhou, CATL, Ganfeng Lithium, Shandong Electric Power, Envision Energy, Zhongtian Storage, Xinjiang Yueshui Electric Storage, and Suzhou Qingt ceramic [9]. - BYD ranked first in August due to multiple large project wins, including the Inner Mongolia Energy Tupu Independent New Energy Storage Station project and the Dengkou County project [9]. Group 4: Pricing Analysis - The bidding price range for 2-hour energy storage systems was between 0.460 and 0.814 yuan/Wh, with an average bid price of 0.561 yuan/Wh. The lowest bid was 0.389 yuan/Wh for a project awarded to Zhongtian Storage [11]. - For EPC projects, the 2-hour storage EPC bidding price ranged from 0.650 to 1.495 yuan/Wh, with an average of 1.032 yuan/Wh. The lowest bid was 0.449 yuan/Wh for a project awarded to a consortium including Dongfang Electric [11].

Core Viewpoint - The successful completion of the transportation of 2,386 energy storage cabinets to Saudi Arabia marks a significant achievement for China’s renewable energy equipment export capabilities, showcasing the expertise of COSCO Shipping Special Transportation in handling oversized and hazardous materials [1][8]. Group 1: Project Overview - The "Da Ziyun" vessel safely delivered the last energy storage cabinet at Jeddah Port, concluding a four-month transportation project with a total of 13 voyages [1]. - A total of 2,386 energy storage cabinets, each weighing 45 tons, were transported, with a total capacity of 12.5 GWh, setting a new record for China's single project export volume in renewable energy equipment [1][3]. Group 2: Transportation Challenges - The energy storage cabinets are classified as UN Class 9 hazardous materials (UN3536), which posed significant safety challenges due to their high value, large weight, and complex hazardous properties [3][6]. - COSCO Shipping Special Transportation formed a specialized team to address these challenges, collaborating with various departments to develop customized support and securing solutions for safe transportation [4]. Group 3: Safety and Compliance - Throughout the four-month transportation period, personnel including port captains and technical staff were stationed on-site to ensure compliance with maritime hazardous material regulations, achieving a zero-accident delivery goal [4][8].