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~ 当地时间10月30日，央视记者获悉， 美国参议院以51票赞同、47票反对的结果通过决议，终止 美国总统特朗普在全球范围内实施的全面关税政策。 据悉，美国参议院宣布，已批准终止总统为实施全球关税而宣布的国家紧急状态的联合决议。本 周早些时候，参议院已通过两项决议，旨在取消对加拿大和巴西征收的关税。 据悉，这些决议接下来还须经众议院表决。但此前众议院共和党人已多次阻止推翻关税的立法行 动，这些决议预计很难在众议院获得投票表决。即便众议院最终通过，国会仍需三分之二绝对多 数才能推翻总统否决。 关税壁垒的重压下，美国新能源产业近期步履蹒跚，而一则突发新闻为这场困局带来了转机。 " 关税风暴 特朗普政府的贸易保护主义 " 2025年初以来，特朗普政府掀起了一场全球关税风暴，对多个国家实施了大幅提高关税的贸易 政策。 东南亚国家成为重灾区， 柬埔寨、泰国被课以36%的关税，老挝、缅甸更是面临40%的高额关 税。 这次的关税风暴，就连美国的光伏和储能产业也遭受到巨大冲击。 美国清洁能源协会政策主管艾米丽·霍尔特直言："税收抵免期限压 ...

本文的核心发现是：光储价格的"雪崩"，正触发全球新能源市场的"二次平价"革命。新能源将不再是 角落里的补充，而是取代传统能源、具备碾压式经济性的终极答案。 预测模型显示：到2026年，储能对碳酸锂的需求将很快超越动力电池，成为碳酸锂第一大需求来源， 终局思维下储能年需求天花板高达1万GWh/年。 这绝不是我搞错了换算单位，而是储能确实有冲破天灵盖的想象空间。 然而，碳酸锂供给端却给出了冰冷的回应：由于持续的碳酸锂价格低迷，供给端资本支出不足，而锂矿 产能周期又太长，新增产能的投放远追不上需求指数级增长的脚步。 结论清晰而震撼： 一场由"光伏储能需求爆发"与"上游供给增长趋缓"共同驱动的历史性供需缺口，正 在2025-2026年形成。 在传统认知中，碳酸锂需求的核心驱动力是新能源汽车，储能仅仅被视为一个前景广阔但规模有限的市 场。然而，数据正在讲述一个截然不同的故事。 2025年10月，中国市场储能电芯排产占比已达40.3%，这一数字不仅令人震惊，更意味着储能已经与 动力电池平分秋色。 更关键的是，这一比例的飙升并非偶然。回顾2025年6月至10月的排产数据，储能电芯排产占比从 23.8%一路攀升至40.3%， ...

Core Viewpoint - The article emphasizes the importance of the 15th Five-Year Plan in achieving socialist modernization, focusing on high-quality development, energy transition, and enhancing national security while addressing domestic and international challenges [4][6][7]. Group 1: Energy Transition and Carbon Neutrality - The plan aims to accelerate the construction of a new energy system, increasing the share of renewable energy and promoting the clean and efficient use of fossil fuels [2][3]. - It includes measures for carbon peak and carbon neutrality, implementing dual control of total carbon emissions and intensity, and developing a national carbon trading market [2][3]. Group 2: Economic Development Goals - The 15th Five-Year Plan sets high-quality development as a significant goal, aiming for stable economic growth, improved productivity, and enhanced domestic demand [13][14]. - It emphasizes the importance of technological self-reliance and innovation, aiming to significantly improve the national innovation system and enhance core technologies [13][14]. Group 3: Modernization of Industry - The plan focuses on building a modern industrial system, prioritizing the development of advanced manufacturing and the optimization of traditional industries [16][17]. - It aims to foster emerging industries and future industries, including new energy, aerospace, and digital economy sectors [17][18]. Group 4: Infrastructure Development - The plan outlines the need for a modern infrastructure system, emphasizing the integration of new and traditional infrastructure, including digital and energy infrastructure [18][19]. Group 5: Domestic Market Expansion - The strategy includes measures to strengthen the domestic market, focusing on boosting consumption and effective investment to drive economic growth [24][25]. - It aims to eliminate barriers to a unified national market, enhancing market efficiency and competition [26]. Group 6: High-Level Opening Up - The plan advocates for expanding high-level opening up, promoting trade and investment cooperation, and enhancing the international competitiveness of Chinese enterprises [30][31]. - It emphasizes the importance of building a robust international trade network and improving the global economic governance system [30][31]. Group 7: Agricultural Modernization - The plan prioritizes agricultural modernization, aiming to enhance agricultural productivity and quality while ensuring food security [33][34]. - It focuses on rural revitalization, improving living conditions in rural areas, and promoting the integration of urban and rural development [34][35]. Group 8: Cultural Development - The plan highlights the importance of cultural innovation and development, aiming to enhance the influence of Chinese culture and promote cultural industries [39][40]. - It emphasizes the need for a robust cultural ecosystem and the promotion of cultural heritage [40][41]. Group 9: Social Welfare and Common Prosperity - The plan aims to improve social welfare, focusing on employment, income distribution, and enhancing the quality of life for all citizens [42][43]. - It emphasizes the importance of achieving common prosperity through equitable income distribution and support for low-income groups [43].

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，10.20~10.26周招标数据11条，EPC、 PC及储能系统招标规模3.7GWh，中标数据20条，EPC、PC及储能系统招标 规模8.2GWh。 招标部分 招标项目统计 | 招标日期 | 分类 | 项目类型 | 投资方 | 招标项目名称 | | | 装机功车 装机容里 配箱时长 项目分类 省份 | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | | | 010 | (THE) | (H) | | | | 2025/10/24 | 电网侧 | 独立储能 | 中城大有新能源(南京)有限公司 | 中城大有六合龙袍5OMW/10ONWh储能申站项目-EPC | 50 | 100 | 2 | EPC | 江苏 | | | | | | 原承包 | | | | | | | 2025/10/24 | 电网则 | 独立储能 | 汕尾唐兴新能源有限责任公司 | 广东汕尾市200MW/200MW/200 ...

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~ 近日，天合储能再获海外GWh级储能大单，将携手全球领先的可再生能源开发商Atlas Renewable Energy在智利联合开发233MW/1003MWh构网型储能项目。该项目紧随 Atlas Renewable Energy近期4.75亿美元融资完成之后，将用于建设这一大型光伏+储 能综合体，旨在为智利矿业提供清洁能源，同时增强国家电网的韧性。 目前，我们在智利、阿根廷及中美洲市场进展显著，2025 年已实现 1.2GWh 出货量，且 2026 年已 签署合同总量更突破 2.5GWh。" 为更好服务拉美市场，天合储能始终坚持本地化战略，依托当地专业团队与高效响应机制，确保项目在 设计标准、电网适配、交付周期等各环节均满足当地监管与运营要求。未来，天合储能将持续深化构网 型技术的全球应用布局，推动储能系统从"能量支撑"迈向"电网支撑"，为更多国家实现电力系统稳定 与能源转型提供核心动力。 ——The End—— 本文来源：天合储能 。 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 ...

Core Viewpoint - The global new energy storage market is experiencing significant growth in 2025, driven by domestic and international demand, with strong performance in China's grid-connected projects, global shipment volumes, and leading companies' financial results [1]. Group 1: Global and Chinese Market - In the first three quarters of 2025, China saw 713 new energy storage projects connected to the grid, with a total capacity of 32.737 GW (84.922 GWh); Q3 alone added 11.337 GW (31.122 GWh), indicating robust growth [2]. - Global shipments in Q3 reached 165-180 GWh for energy storage batteries and 90-105 GWh for energy storage systems, further confirming the industry's high activity level [2]. Group 2: Performance of Leading Companies - **Tesla**: In Q3, Tesla installed 12.5 GWh of energy storage, achieving a gross margin of 24.4%, surpassing its automotive business. Energy and storage revenue reached $3.42 billion (up 44% YoY), accounting for 12% of total revenue for the first time [3]. - **Sungrow Power Supply**: The company aims for a shipment target of 40-50 GWh, with H1 revenue at 17.802 billion yuan (up 127.78% YoY) and a gross margin of 39.92%. Q1 shipments were 12 GWh (up 470%), with 15%-20% of business from the U.S. [4]. - **CATL**: In Q3, CATL's energy storage shipments reached 36 GWh, with total shipments nearing 180 GWh. The company is ramping up production to alleviate delivery bottlenecks [5]. - **EVE Energy**: In the first three quarters, EVE's energy storage shipments were 48.41 GWh (up 35.51% YoY), exceeding its power battery shipments of 34.59 GWh (up 66.98% YoY). Q3 shipments were estimated at 19.7 GWh, with a revenue of 45.002 billion yuan (up 32.17% YoY) [7]. - **Pylon Technologies**: In Q3, Pylon's sales reached 1,078 MWh (up 156%), with sodium battery sales exceeding 100 MWh. Revenue for the first three quarters was 2.013 billion yuan (up 42.52% YoY), with Q3 net profit at 33.9397 million yuan (up 94.01% YoY) [8]. Group 3: Market Outlook - The global new energy storage market is set for high growth in 2025, with leading companies leveraging capacity, product offerings, and international expansion to maintain their competitive edge. Future industry growth will be further supported by technological innovations and capacity releases [8].

Core Insights - The article discusses the strategic partnership between Weilan New Energy and Shaanxi Forestry Industry Group, focusing on the establishment of a joint venture for solid-state battery technology [2][4]. Group 1: Partnership and Investment - Weilan New Energy and Shaanxi Forestry Industry Group signed an investment cooperation agreement to establish Shandong Yunshi Weilan New Materials Co., Ltd. [1] - The joint venture will leverage both companies' strengths in industrial resources, capital investment, and solid-state battery technology [2]. - The first production line will require an investment of 1.2 billion RMB and will be located in existing facilities in Zibo [2]. Group 2: Market Development and Contracts - The joint venture aims to focus on the development of solid-state batteries, energy storage batteries, and battery management systems, targeting the new energy storage and commercial storage markets [2]. - A procurement agreement for 4GWh of solid-state battery cells and energy storage equipment was signed, with a total contract value of approximately 4 billion RMB [2]. Group 3: Company Background and Achievements - Weilan New Energy is recognized as a national-level specialized and innovative "little giant" enterprise, with over 40 years of experience in solid-state battery research [4]. - The company has achieved significant breakthroughs in various solid-state lithium battery technologies and has received multiple certifications, including the first type approval certificate from the China Classification Society for its semi-solid-state battery pack [4]. - Recent financing rounds have attracted strategic investments from major funds and companies, enhancing its capital base for future growth [4]. Group 4: Production and Supply Chain - Weilan has established production bases in multiple locations, including Beijing, Jiangsu, Zhejiang, and Shandong, and is expanding its capacity with a new production line in Zhuhai [5]. - The company has formed long-term supply agreements with key material suppliers, establishing a comprehensive supply chain ecosystem for solid-state batteries [5].

Core Viewpoint - The article highlights the financial performance of EVE Energy in Q3 2025, showcasing significant revenue growth and profitability, particularly in the battery segment, while also discussing future prospects in the energy storage market and overseas operations [1][2]. Financial Performance - In Q3 2025, EVE Energy achieved revenue of 16.832 billion yuan, representing a year-on-year increase of 35.85% and a quarter-on-quarter increase of 9.49% [1]. - The net profit attributable to shareholders was 1.211 billion yuan, up 15.13% year-on-year and up 140.16% quarter-on-quarter [1]. - The non-recurring net profit was 780 million yuan, showing a year-on-year decline of 22.04% but a quarter-on-quarter increase of 130.04% [1]. Battery Shipment and Margins - The company shipped 13.1 GWh of power batteries in Q3 2025, a year-on-year increase of 83%, and 19.7 GWh of energy storage batteries, a year-on-year increase of 33%, indicating a market share increase [1]. - The gross margin for power batteries was stable at 17%-18%, while energy storage batteries improved to over 12% [1]. - The overall profit contribution from power and energy storage batteries was between 900 million to 1 billion yuan [1]. Consumer Battery Segment - Revenue from consumer batteries was approximately 3.1 billion yuan, with small cylindrical batteries expected to have a gross margin of around 20% and lithium primary batteries exceeding 40% [1]. - The profit contribution from the consumer segment is estimated to be between 200 million to 300 million yuan [1]. Future Outlook - In Q4 2025, the company anticipates price adjustments in the energy storage sector to enhance profitability, with stable contributions expected from the energy storage large cell base [2]. - The Malaysian base is expected to ramp up by the end of the year, potentially leading to premium contributions and excess profits [2]. - The gross margin for lithium primary batteries is expected to remain above 40%, with new product categories and applications being introduced [2].

Core Viewpoint - The article highlights the successful bid by Inner Mongolia Haibo Technology Co., a subsidiary of Beijing Haibo Technology Co., for a significant energy storage project in Baotou, China, marking a major development in the energy storage sector [1][2]. Group 1: Project Details - The project involves a 500MW/3000MWh grid-side independent energy storage station, which is currently the largest under construction in China [2]. - The total investment for the project is approximately RMB 8.35 billion, which includes the construction of five electrochemical storage stations and associated substations [2]. - The energy storage system will utilize lithium iron phosphate battery technology and is expected to be operational by mid to late November [2]. Group 2: Financial Aspects - On September 30, Guoyin Financial Leasing announced a financing lease agreement to purchase energy storage equipment for RMB 1.7 billion, with an estimated valuation of RMB 1.76 billion [2]. - The leasing arrangement includes a total interest of approximately RMB 380 million, with rental payments made biannually by the lessee [2].

Core Viewpoint - The article highlights the robust growth in the energy storage market and the significant performance of CATL, emphasizing the company's strategic expansion in production capacity and its focus on new technologies and products in the battery sector [2][3][4]. Group 1: Economic Context and Industry Growth - The National Bureau of Statistics reported that policies aimed at expanding domestic demand have positively impacted various manufacturing sectors, including lithium-ion battery manufacturing, which saw a year-on-year increase of 29.8% in value added [1]. - The production of new energy vehicles, electric bicycles, and tablets also experienced substantial growth, with increases of 29.7%, 27.1%, and 9.5% respectively [1]. Group 2: CATL's Financial Performance - CATL reported a third-quarter revenue of 104.19 billion yuan, a year-on-year increase of 12.9%, and a net profit of 18.55 billion yuan, up 41.21% [2]. - For the first three quarters, the company achieved a revenue of 283.07 billion yuan, reflecting a 9.28% growth, and a net profit of 49.03 billion yuan, which is a 36.2% increase [2]. - The net cash flow from operating activities was 80.66 billion yuan, a 19.6% increase year-on-year, while cash outflows for investment activities were significant due to capacity expansion and equity investments [2]. Group 3: Energy Storage Business Expansion - CATL's energy storage business is a key focus, with approximately 20% of its third-quarter shipments being energy storage products, amounting to around 180 GWh [3]. - The company is currently expanding its energy storage capacity across multiple locations, with significant increases expected, particularly in its Jining base, which is projected to add over 100 GWh of capacity by 2026 [3]. Group 4: Market Trends and Policy Support - The global energy storage market has seen remarkable growth, with shipments reaching 246.4 GWh in the first half of 2025, a 115.2% increase year-on-year, and China leading with 232.03 GWh, up 118.4% [4]. - Recent policy changes from the National Development and Reform Commission and the National Energy Administration are expected to further stimulate the energy storage market, with a target of 180 million kilowatts of new energy storage capacity by 2027 [4]. Group 5: Commercial Vehicle Battery Developments - CATL's commercial vehicle battery shipments are approaching 20% of total shipments, driven by significant growth in the new energy commercial vehicle sector, which saw a 180% increase in sales of new energy heavy trucks in the first eight months of the year [5]. - The company is focusing on creating a battery swapping ecosystem for heavy trucks, anticipating that by 2030, the penetration rate of new energy heavy trucks could exceed 60% [5][6].