Core Viewpoint - The article discusses the results of the centralized procurement project for lithium iron phosphate battery energy storage systems by China Energy Construction, highlighting the total estimated procurement volume of 25 GWh and the competitive bidding process across three packages [1][2]. Summary by Sections Package 1: 1-hour System - Total scale of 3 GW/3 GWh with 16 valid bids - Bidding price range from 0.673 CNY/Wh to 0.89 CNY/Wh, with an average bid of 0.786 CNY/Wh [1]. Package 2: 2-hour System - Total scale of 6 GW/12 GWh with 64 valid bids - Bidding price range from 0.416 CNY/Wh to 0.5764 CNY/Wh, with an average bid of 0.4646 CNY/Wh - Ten companies ranked first with bids ranging from 0.428 CNY/Wh to 0.44 CNY/Wh [1]. Package 3: 4-hour System - Total scale of 2.5 GW/10 GWh with 60 valid bids - Bidding price range from 0.37 CNY/Wh to 0.495 CNY/Wh, with an average bid of 0.4249 CNY/Wh - Six companies ranked first with bids ranging from 0.3922 CNY/Wh to 0.401 CNY/Wh [2].

Core Viewpoint - The signing of the investment agreement between Shanyang Town and CRRC Zhuzhou Electric Locomotive Research Institute marks a significant step in the development of the energy storage industry in the region, with a total planned investment of 500 million yuan [3]. Group 1: Project Details - The project involves the establishment of a PACK production line with a total investment of 500 million yuan, including 200 million yuan for fixed assets [3]. - The production facility will occupy an area of 15,000 square meters within the county's low-carbon industrial park [3]. - Upon completion, the project is expected to achieve an annual production scale of 1.6 billion yuan, with total sales projected to reach 2 billion yuan annually after both phases are fully operational [3]. Group 2: Government Support and Expectations - The county's leadership expressed strong support for the project, emphasizing its importance for local industrial upgrading [3]. - The county mayor highlighted the need for the investment party to maintain confidence and ensure quality and safety during project construction [3]. - Local government services are expected to facilitate the project by addressing any issues promptly, aiming for the project to start and produce within the same year as the signing [3].

锰酸锂： 2025年5月中国锰酸锂出产量为 1.25万吨 ，同比下降2.6%。1-5月累计产量5.34万吨，同 比下降2%。 钴酸锂： 2025年5月中国钴酸锂的产量达 0.95万吨 ，同比增长22.8%。1-5月产量累计4.14万吨， 同比增长23.95%。 负极： 2025年5月全球负极材料产量 22.26万吨 ，同比增长20.5%。1-5月累计产量105.11万吨，同 比增长32.64%。 -广告- 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~ 储能： 根据ICC鑫椤资讯数据统计：2025年5月全球储能电池产量 45.3Gwh ，同比增长62.6%。1-5 月累计产量190.57GWH,同比增长114%。 电池： 2025年5月年全球锂电池产量为 173GWH ，同比增长44.4%。1-5月累计产量812.74GWH, 同比增长62.44%。 磷酸铁锂： 2025年5月全球磷酸铁锂产量为 29.54万吨 ，同比增长41.9%。1-5月累计产量130.76万 吨，同比增长62.56%。 三元材料： 2025年5月全球三元材料产量为 7.62万吨 ，同比增长-5 ...

Core Viewpoint - The article highlights significant developments in the energy storage sector, focusing on major orders secured by Envision Energy, Tesla, and Guorui Qichuang, indicating a competitive landscape and growth potential in the energy storage market. Envision Energy - Envision Energy has signed its first independent battery storage project in France, a 120MW/240MWh agreement with Kallista Energy, marking its expansion into the European market [1][2] - The project is set to commence in June 2025 and will utilize lithium iron phosphate batteries provided by AESC, with Envision responsible for a 14-year service commitment [2] - Envision's global cumulative delivery of energy storage systems has reached 30GWh, with an order backlog exceeding 50GWh [3] Tesla - Tesla has signed a significant agreement for a 4 billion yuan energy storage project in Shanghai, which will utilize its Megapack storage systems [5][6] - The Megapack can store over 3,900 kWh of energy, equivalent to the battery capacity of 62 Model 3 vehicles, and is part of Tesla's strategy to expand its energy business in China [6] - In Q1 2024, Tesla's global energy storage product installations reached 31.4GWh, with a year-on-year increase of 156.6% in new installations [7] Guorui Qichuang - Guorui Qichuang has secured a 20MWh energy storage order in Shandong and has signed a strategic procurement contract exceeding 300MWh [8][10] - The core product for this project is the GR261L, which has a standard capacity of 261KWh and is designed for various outdoor installation scenarios, enhancing power supply reliability and quality [10] - By the end of 2024, Guorui Qichuang's commercial energy storage project orders are expected to exceed 300MWh, with significant market potential in Shandong [10]

Core Viewpoint - The SNEC exhibition reflects a cooling trend in the global renewable energy industry, with reduced attendance, smaller exhibition booths, and fewer new products showcased, indicating a shift in market dynamics and product trends [1][3]. Group 1: Battery Cells - The most discussed battery cells include 314Ah, 392Ah, 587Ah, and 684Ah, each serving different container specifications, with 314Ah being the most widely used for 5MWh systems [4]. - The 314Ah cell is entering mass production in May 2024, with prices dropping to around 0.24 yuan/Wh, achieving a balance of cycle life, safety, and cost [4]. - The 587Ah cell has improved energy density to 434Wh/L, a 10% increase over previous generations, while the 392Ah cell achieves 415Wh/L and 12,000 cycles [5][6]. - The 587Ah cell is expected to become the optimal solution for 6.25MWh systems, similar to the 314Ah cell's role for 5MWh systems [6][7]. Group 2: Energy Storage Systems - Despite various large-scale container announcements (7.8MWh to 20MWh), the 6.25MWh container has not yet become mainstream due to production constraints of the 587Ah cell [8]. - The 6.9MWh container, developed by companies like 中车 and 阳光电源, may compete strongly with the 6.25MWh container by lowering system costs and expanding supplier options [8][9]. - The 6.9MWh container faces challenges in project integration and transportation weight limits, which may require innovative solutions for logistics [9]. Group 3: Industry Collaborations - Major system manufacturers are focusing on integrating resources across the supply chain to promote healthy industry development, as seen in partnerships at the SNEC exhibition [10]. - 海博思创 emerged as a key player with over ten strategic agreements, emphasizing its "Energy Storage + X" strategy across various sectors [11][13]. - The collaboration aims to shift the industry focus from price competition to value creation, highlighting the necessity for innovation and strategic partnerships to navigate market pressures [13].

-广告- 特斯拉Megapack储能系统具备高能量密度、一体化集成、模块化设计、高效能源管理及多重安 全保护等特性。 单个Megapack可存储超过3900度电，最大重量超38吨 ，发货时已完全组装， 可快速安装，维护成本低，质保期长达20年，并支持OTA远程软件升级。该产品无需天然气调峰 电厂即可提供即插即用的电网解决方案。 中国康富与特斯拉的合作基于特斯拉在全球储能领域的领先地位、上海储能超级工厂的本地化优 势及Megapack的技术可靠性。未来，双方将进一步深化能源业务合作，推广"临港零碳能源方 案"，带动临港新片区储能产业规模增长，助力其打造全球储能产业新高地。 2024年5月，特斯拉在上海临港建成美国本土之外首座储能超级工厂，年规划产能为1万台 Megapack，储能规模近40GWh。 截至2025年3月，该工厂生产的Megapack已出口至欧洲、 大洋洲等地区，累计出口数百台。2025年第一季度，特斯拉全球储能系统新增装机容量达 10.4GWh，同比增长156.6%。 临港新片区自2024年2月发布《推动新型储能示范应用引领产业创新发展实施方案》以来，已集 聚20余家储能相关企业，形成从示范应用到 ...

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~ 澳大利亚气候与能源部长克里斯 ·鲍文在澳大利亚能源周宣布， 将容量投资计划（ CIS ）招标流程从两 阶段简化为单阶段，以将招标结果确定时间从九个月缩短至六个月。 CIS 自推出后推动了澳大利亚可再生能源与储能发展， 其目标是为实现 2030 年可再生能源占比 82% 的 目标解锁创纪录投资，计划交付 32GW 相关容量， 目前政府已启动六轮招标，总容量超所需一半，且最 新招标中投标踊跃，许多为混合发电和储能项目，不过该行业仍面临社会许可、劳动力及审批时间等挑 战，政府正与各方合作缓解限制并保障社区利益纳入合同。 澳大利亚能源监管机构（ AER ）于 2025 年 5 月 26 日发布了 2025-26 年度"默认市场报价"（ DMO ）的最终决定。自 2025 年 7 月 1 日起，相关地区的电价涨幅如下： 家庭用户 昆州东南部： 上涨 0.5% 至 3.7% 。 南澳： 上涨 2.3% 至 3.2% 。 | -广告 | | --- | 新州： 上涨 8.3% 至 9.7% 。 小型企业用户： 电价将上涨 0.8% ...

Core Viewpoint - The article discusses the strategic adjustments made by international lithium battery companies in response to increasing policy uncertainties in the U.S. and a slowdown in the electric vehicle market, highlighting the shift towards energy storage solutions and the postponement of electric vehicle battery projects [1][2]. Group 1: Company Adjustments - Envision AESC has decided to pause its electric vehicle battery project in South Carolina and accelerate its energy storage business, with its Tennessee factory's energy storage production line having commenced operations in April [1]. - The company is optimizing its U.S. strategy by focusing on energy storage while temporarily halting electric vehicle battery production, and it plans to flexibly allocate global production resources to meet the demands of clients like BMW in North America and globally [1][2]. Group 2: Production and Supply Chain - The new generation 46 series cylindrical battery products, originally intended to be produced in South Carolina for BMW, will now be supplied through Envision's global production network, with mass production already initiated at the Wuxi Jiangyin super factory [2]. - Envision AESC's global production network is set to support BMW's electric vehicle platforms, with the company accelerating the deployment of more efficient production lines at its Cangzhou super factory to meet increasing delivery demands [2]. Group 3: Global Expansion - Envision AESC has recently launched its battery super factory in Douai, France, which is the ninth factory globally and one of the few local cell manufacturing plants in Europe with scale effects, contributing to the success of Renault's R5 model in the European electric vehicle market [3]. - The company has completed project financing for its Sunderland super factory in the UK, which is expected to be operational by the second half of 2025, providing high-performance battery products for leading electric vehicle manufacturers like Nissan [3].

Core Viewpoint - The article highlights the increasing frequency of energy storage system fires in South Korea, raising concerns about the safety of lithium-ion batteries and the challenges facing the country's ambitious energy storage plans [1][2][3]. Group 1: Recent Incidents - A fire occurred on June 16, 2025, at a storage facility in Pohang, South Korea, involving 8,392 battery modules, with significant damage reported [1]. - This incident marks the fifth energy storage fire in South Korea this year and the second in June alone [1][2]. - Previous incidents include a fire on January 4, 2025, causing an estimated loss of 25 million KRW, and another on March 9, 2025, with damages estimated at 10 billion KRW [2]. Group 2: Safety Concerns - The South Korean fire department reported that 92% of historical energy storage fires are directly related to defects in lithium-ion batteries, including manufacturing flaws and insulation failures [3]. - Despite mandatory fire barriers and real-time monitoring systems, the enforcement of charging rate limits remains inadequate, highlighting a significant gap in technology and management [3]. Group 3: Implications for Future Plans - The recent spate of fires poses a serious challenge to South Korea's plan to advance a 20GW/6h battery storage initiative, emphasizing the urgent need for improved safety measures [2].

Core Viewpoint - Powin, a major player in the energy storage sector, has filed for bankruptcy due to overwhelming debt and operational challenges, highlighting the vulnerabilities of American energy storage companies in the face of changing trade policies and competition from Chinese manufacturers [1][2][4]. Group 1: Company Background and Growth - Powin was established in 1989, initially focusing on consumer goods before pivoting to energy storage in 2010, eventually becoming a leading energy storage integrator in the U.S. [7][10]. - The company gained prominence after successfully deploying a storage system during the Aliso Canyon gas leak in California in 2016, marking its official entry into the energy storage market [8][9]. - By 2024, Powin had secured partnerships with major companies, including Berkshire Hathaway Energy, positioning itself as a model of American innovation and manufacturing [10][11]. Group 2: Business Model and Risks - Powin's business model relied heavily on assembling standardized energy storage systems from purchased components, resulting in low research and development investment and a lack of technological barriers [12][13]. - The company faced significant risks due to its dependence on foreign supply chains, with over 90% of its battery cells sourced from Chinese manufacturers [19][20]. Group 3: Impact of Trade Policies - The imposition of a 145% tariff on lithium batteries under Trump's administration severely impacted Powin's cost structure, leading to operational halts [17][24]. - The deteriorating U.S.-China trade relations and subsequent tariffs created a challenging environment for American energy storage integrators, further straining their profit margins [20][22]. Group 4: Competitive Landscape - Chinese battery manufacturers, such as CATL and BYD, have begun to dominate the market by vertically integrating and offering competitive products, significantly undercutting American firms on cost [28][29]. - In 2024, Chinese companies held six of the top ten positions in global energy storage system shipments, while American firms occupied only four [28]. Group 5: Technological Challenges and Decline - Powin's neglect of technological development led to product failures, including three significant incidents in 2023, which highlighted its weak integration capabilities [32]. - The company's rapid expansion and subsequent financial strain, coupled with frequent product issues, ultimately resulted in a breakdown of its financial structure [32][34]. Group 6: Conclusion - Powin's downfall serves as a cautionary tale about the fragility of American manufacturing in the energy sector, particularly in the face of aggressive foreign competition and erratic domestic policies [36].