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，艾罗能源、天合储能、天能集团三大龙头企业接连传来喜讯，纷纷斩获海外GWh级储能项目订单，布局精准覆盖 澳大利亚、欧洲、东南亚 三大核 心区域， 合计订单规模超3GWh ，用硬实力彰显中国储能的全球竞争力。 此次三大企业斩获的订单，不仅规模亮眼，更精准贴合不同区域市场需求，展现出差异化的核心竞争力，每一笔订单都是中国储能技术与服务实力的最好 佐证。 1 天能集团 2 天合储能 在技术门槛严苛的欧洲市场，天合储能成功突围，与爱尔兰可再生能源开发商Aer Soléir签署协议，拿下意大利都灵地区 250MW/1GWh的Rondissone 储能电站项目。 东南亚市场方面，天能集团与纳斯达克上市公司VCIG携手，推进马来西亚马六甲地区 1GWh AIDC光伏储能电站项目 建设。 该项目一期规划占地约600英亩，涵盖250MW光伏设施及配套液冷储能系统，创新采用" EPC+F "（设计采购施工+融资促进）模式，依托马来西 亚"CRESS"政策，推动电站与 人工智能数据中心 （AIDC）直接签署购电协议，为数据中心提供零碳电 ...

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~ 欧洲光伏工业协会（SolarPower Europe，简称 SPE）最新发布的市场报告显示，2025年欧盟电池储能装机容量新增27.1吉瓦时，同比增长 45%，实现连续12年增长并再创新高。这一成绩标志着欧洲电池储能市场格局发生重大转变 —— 此前长期主导增长的户用储能连续两年下滑，而 大型储能系统已成为增长主力，贡献了55%的新增装机容量。 报告数据显示，自2021年以来，欧盟电池储能总规模已从7.8吉瓦时增至如今的77.3吉瓦时，实现十倍增长。该行业协会在市场回顾中强调，为满 足2030年能源灵活性需求，欧盟需在未来十年内再次实现十倍扩容，到2030年底将储能总规模提升至约750吉瓦时。 2025年堪称欧盟电池储能市场的 "分水岭" 之年。得益于市场环境改善与政策框架强化，大型储能项目迎来爆发式增长，创下历史新高。 与此同 时，户用储能虽仍发挥重要作用，但受电价走低及补贴政策缩减影响，装机量同比下降6%至9.8吉瓦时；工商业储能则实现温和增长，目前仍是市 场中的小众板块。 一、加速储能系统部署 二、构建经济且韧性的 ...

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~ 受全球动力电池市场占有率下滑、需求收缩影响， 韩国三大电池巨头LG新能源、三星SDI、SK On在2025年第四季度集体陷入营业亏损困境。 为扭转盈利 颓势，三家企业纷纷调整战略，将部分产能转向储能领域，开启业务转型之路。 业绩承压态势显著，亏损面持续扩大。数据显示，LG新能源2025年第四季度营业亏损达1220亿韩元，若剔除美国尖端制造生产税收减免，亏损规模将增至 4548亿韩元。同期，三星SDI预计亏损约3003亿韩元，SK On预估亏损2000亿韩元，这也是三家企业首次同时出现季度亏损。受三元电池市场萎缩拖累， LG新能源2025年12月取消了总额约13.5万亿韩元的电动汽车电池供应合同，SK On也终止了与福特汽车在美国的合资电池工厂项目。 鑫椤报告预售： 2025-2029年全球储能市场运行趋势及竞争策略研究报告 市场前景依旧黯淡，业绩预期持续下调。韩国相关证券机构汇总数据显示，LG新能源2026年第一季度预期营业利润由3个月前的5024亿韩元下调至1830亿 韩元，盈利空间大幅压缩；三星SDI与SK On则 ...

Core Viewpoints - Morgan Stanley has identified Sungrow as a top pick in the Asia-Pacific utility and renewable energy sector for 2026, maintaining an "Overweight" rating with a target price of 250 RMB, up from a current price of 162.08 RMB. The report highlights two main advantages: the company's proprietary PCS technology and its focus on high-end markets, which provide strong growth resilience. Additionally, China's provincial electricity reform policies and potential AIDC storage orders are expected to catalyze performance growth [2]. Group 1: Key Insights from Field Research - The PCS technology is crucial for breaking into the AIDC storage market, as it meets the stringent response time requirements. Sungrow plans to sign and deliver small-scale AIDC storage orders by 2026, with significant growth expected in 2027. The company has already gained relevant experience through its "photovoltaic + storage base load" demonstration projects [3]. - Global energy storage installations are projected to grow over 40% in 2026, with significant regional disparities. The Chinese market is expected to double its installation capacity compared to 2025, while the Middle East, other Asian regions, and the EU are anticipated to see growth exceeding 50%. The U.S. market, however, is expected to slow due to OBBB policy impacts [6]. - Three key catalysts for Sungrow's performance growth have emerged: accelerated certification processes and order placements for AIDC storage products, the introduction of peak and valley pricing policies in more Chinese provinces, and discussions on energy transition in China's 14th Five-Year Plan, which may further unlock industry potential [7]. Group 2: Investor Questions and Answers - Sungrow's competitive advantage in the AIDC storage market lies in its high reliability and response speed, with a relatively stable competitive landscape due to high technical barriers. As the second-largest player in the global storage market, Sungrow's financing capabilities for inverters and storage systems position it as a preferred supplier for U.S. data centers [8]. - Energy storage can alleviate power supply tensions by balancing load during peak and off-peak periods. The demand for storage systems is expected to rise as power supply issues intensify in the U.S. due to AIDC deployments [9]. - The U.S. Department of Energy's proposed rules regarding large power loads accessing the grid may expedite the integration of storage systems, as mixed facilities that include storage are likely to benefit from faster grid access processes [11]. - To comply with OBBB policy requirements, Sungrow plans to establish a joint venture with non-Chinese partners to procure non-Chinese batteries, thereby reducing the Chinese component ratio in its storage systems [12]. - The reduction of battery export tax rebates in China is expected to have a limited impact on Sungrow's profit margins, as the company has included price adjustment clauses in most contracts to pass on additional costs to customers [13]. - Despite rising input costs, market expectations for Sungrow's gross margin are deemed reasonable, with a projected decline from 38% in 2025 to 33.5% in 2027, reflecting a 5 percentage point drop [14][15]. - Sungrow is expected to receive approval for its Hong Kong IPO in February 2026, with funds allocated for next-generation inverter R&D, overseas projects, digital upgrades, and operational support [16]. - The competitive landscape in China's storage market is intense, leading to a projected decline in Sungrow's market share from approximately 10% in 2024 to around 5% in 2025. However, the demand for high-quality products is expected to rebound in 2026, benefiting Sungrow [17]. - The AIDC storage business is anticipated to yield significant profit growth, with projections indicating low double-digit growth in 2027 if Sungrow captures one-third of the U.S. AIDC storage market [18]. - The AIDC high-voltage direct current (HVDC) power supply equipment market is projected to reach 200 billion RMB by 2030, with Sungrow potentially capturing a 20% market share, leading to a per-share valuation increment of 26.4 RMB by 2026 [20].

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，天合储能与爱尔兰可再生能源开发商Aer Soléir正式签署了其在意大利首个大型电池储能项目合 作协议， 双方将共同建设位于都灵地区Rondissone的250MW/1GWh储能电站 。 预订电话：18964001371（微信同） 该项目将成为意大利乃至欧洲目前规模最大的电池储能项目之一，不仅开启了天合储能在意大利规模储 能市场的新篇章，也标志着其在欧洲战略布局中迈出关键一步，巩固了其作为欧洲大规模储能领域可信 赖合作伙伴的地位。 鑫椤报告预售： 2025-2029年全球储能市场运行趋势及竞争策略研究报告 ——The End—— 本文来源： 企业官微 。 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 ...

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~ 鑫椤报告预售： 2025-2029年全球储能市场运行趋势及竞争策略研究报告 当地时间2026年1月21日凌晨，一家购物中心停车场内的电池储能装置起火，导致多家商户暂时关闭。 圣马科斯消防局于 凌晨3点左右对圣马科斯大道沿线的溪畔市场火灾做出响应。 火灾起于停车场内为特斯拉电动汽车充电器供电的电池储能装置。 该市表示， 虽然火势在一个小时内得到控制，并且仅限于电池组外壳，但工作人员仍将留在现场监测任何其他问题，直到该装置能够完全拆除为止。 据报道， 没有人员伤亡或进一步的财产损失。 为安全起见，大约一半的停车场和几家商户已经关闭，包括 附近的商超、家居商场、宠物医院、酒店、咖啡店等多家商铺。 ——The End—— 本文来源：锂电派 。 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 ...

全年公开海外储能订单超47.6GWh 01 据多家权威媒体及行业机构不完全统计，截至2025年底，宁德时代对外公开披露的海外储能订单总量已达47.6GWh，相当于日均拿下约260MWh的储能容 量，展现出强劲的市场拓展能力。 这一数据在不同阶段持续刷新： 数据来源： ICC 鑫椤资讯、 LIRA 莱睿咨询 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 鑫椤资讯统计， 2025 年全球储能电池出货 640GWh ，同比增长 82.9% 。其中国内电池厂家出货 621.5GWh ，同比增长 82.8%； 海外电 池厂家出货 18.5GWh ， 同比增长 85% 。 丛企业角度来看 宁德时代 稳居第一，占比 23% 以上 ； 海辰储能、亿纬锂能、弗迪电池、中创新航、瑞浦兰钧 位列第二梯队，海辰储能和亿纬锂能市 占率在 11% 左右 ，弗迪电池、中创新航、瑞浦兰钧市占率在 6%-10% 之间 ；其余电池企业市占率在 6% 以下 ，位列第三梯队。 作为全球储能电池出货量连续四年位居榜首的龙头企业，宁德时代（CATL）在这一年显著加快了其海外储能业务布局步伐，通过 ...

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~ 1月22日，五粮液产业园区储能电站项目（第二次）EPC总承包开标记录发布。 投标人有中铁八局集团电务工程有限公司与四川省电力设计院有限公司组成的联合体、中国建筑第二工程局有限公司与中建中环新能源有限公司的 联合体、中铁十一局集团电务工程有限公司与中撰工程设计有限公司联合体、四川亿能达建设工程有限公司、快卜时代（福建）新能源科技有限公 司与中图设计有限公司组成的联合体、中洲汉元建设有限公司，投标单价处于0.7139-0.7318元/Wh之间。 具体报价情况见下表： | | | 五粮液产业园区储能电站项目（第二次）EPC总承包开标记录 制表:储能头条 | | | | --- | --- | --- | --- | --- | | 序号 | 投标人名称 | 保证金到账金额 (元) | 投标报价 (元) | 投标单价 (元/Wh) | | 1 | 中铁八局集团电务工程有限公司 - 设计院有限公司 | 280000 | 14577903 | 0.7289 | | 2 | 中国建筑第二工程局有限公司 中建中环新能 源有限公司 | ...

Core Viewpoint - China Huadian Group Co., Ltd. has announced a framework procurement tender for lithium iron phosphate electrochemical energy storage systems, with an estimated capacity of approximately 12 GWh [1]. Group 1: Tender Details - The tender includes the supply and installation guidance for lithium iron phosphate electrochemical energy storage systems with battery single capacity of ≥314Ah and a warranty period of 5 years [1]. - The actual procurement capacity may vary, with a maximum deviation of 20% from the estimated capacity [1]. - Bidders must have at least one project with a capacity of ≥200 MWh or a cumulative contract performance of no less than 2000 MWh for projects with a capacity of ≥10 MWh from January 1, 2024, to the bid deadline [1][5]. Group 2: Bidder Qualifications - Bidders must be legally registered independent entities in China, capable of bearing civil responsibilities and entering contracts [5]. - Bidders must not be in a state of production suspension, bankruptcy, or have their business licenses revoked [5]. - Bidders must not be listed as serious violators of trust by market supervision authorities or on the "Credit China" website during the evaluation period [5][6]. Group 3: Submission and Opening of Bids - The deadline for bid submission is February 11, 2026, at 09:00, and bids must be submitted electronically through the designated platform [11]. - The opening of bids will also occur electronically on February 11, 2026, at 09:00, with the process recorded for archival purposes [12].

Core Viewpoint - Wanhua Chemical Group has established a new subsidiary focused on the research and development of electronic specialty materials, indicating a strategic expansion into high-tech materials for electronics and energy storage applications [1][4]. Group 1: Company Establishment and Focus - Wanhua Chemical Group (Laizhou) New Energy Materials Technology Co., Ltd. was established with a registered capital of 740 million RMB, focusing on the R&D, manufacturing, and sales of electronic specialty materials [1][2]. - The company is wholly owned by Wanhua Chemical (Yantai) Battery Industry Co., Ltd., emphasizing its integration within Wanhua's broader business structure [2]. Group 2: Lithium Battery Material Projects - Wanhua Chemical is advancing two major lithium battery material projects: a 650,000-ton lithium iron phosphate project and a 200,000-ton lithium iron phosphate project at the Green Power Industrial Park, both of which have had their environmental impact assessments accepted by the Yantai Ecological Environment Bureau [2][3]. - The company aims to achieve a production capacity of 1 million tons of lithium iron phosphate and lithium iron phosphate by 2027, showcasing its commitment to scaling up production in the lithium battery sector [5]. Group 3: Strategic Partnerships - On January 13, 2026, Wanhua Chemical signed a strategic cooperation agreement with Juren New Materials, designating Juren as a strategic supplier for PCL (polycaprolactone) materials, which are critical for various applications including biodegradable products and electronic materials [6][10]. - Juren New Materials has established itself as the largest domestic supplier of PCL, with a market share increase from 35.19% in 2022 to 37.21% in 2023, indicating strong competitive positioning in the market [10]. Group 4: Research and Development Capabilities - Wanhua Chemical has assembled a research team of over 500 personnel dedicated to battery materials, focusing on the development of both anode and cathode materials, and has introduced third and fourth-generation lithium iron phosphate products [5]. - The company has also developed unique technologies for silicon-carbon anodes and is one of the few in China capable of supplying third-generation lithium iron phosphate [5]. Group 5: Future Developments - Wanhua Chemical plans to establish additional companies in 2024, including Wanhua Chemical Group (Penglai) Trading Co., Ltd. and Wanhua Chemical Group (Shenzhen) Technology Co., Ltd., further expanding its focus on electronic specialty materials [7]. - The establishment of the Wanhua Shenzhen Research Institute will enhance R&D capabilities in electronic materials, synthetic biology, battery materials, and specialty chemicals [7].