Core Viewpoint - The article highlights the recent signing ceremony for energy storage projects in Guangyuan, Sichuan, emphasizing significant investments in energy storage and renewable energy infrastructure [1]. Group 1: Project Investments - Penghui Energy's energy storage project has a total planned investment of 1 billion yuan, focusing on large-scale user-side energy storage and energy storage stations, with the first phase involving 100MW/400MWh user-side storage and the second phase involving 300MW/600MWh energy storage stations [1]. - Jiawei New Energy's integrated energy storage and AI virtual power plant project has a planned total investment of 1.75 billion yuan, which includes the construction of a 200MW distributed photovoltaic facility, 60 integrated charging stations, and a shared energy storage station of 200MW/400MWh using lithium iron phosphate [1].

Core Viewpoint - The article presents the June pre-production data for the lithium battery industry from Xinluo Lithium Battery, indicating a slight increase in overall production across various components of the lithium battery supply chain [1]. Summary by Relevant Sections - **Battery Production**: The total battery production is reported at 107.7 GWh, reflecting a month-on-month increase of 2.9% [1]. - **Cathode Production**: Cathode production reached 133,000 tons, showing a month-on-month increase of 9.1% [1]. - **Anode Production**: Anode production was recorded at 117,000 tons, with a month-on-month increase of 0.9% [1]. - **Separator Production**: Separator production amounted to 1.49 billion square meters, marking a month-on-month increase of 4.3% [1]. - **Electrolyte Production**: Electrolyte production reached 76,000 tons, indicating a month-on-month increase of 6.6% [1]. - **Overall Production Trend**: The overall production across the lithium battery supply chain shows a slight month-on-month increase [1].

Core Viewpoint - ECO STOR is developing a 50MW/1hr battery energy storage system in Finland, which is expected to enhance grid reliability and support the integration of renewable energy sources [1][5]. Group 1: Project Overview - The Isokangas project is located near Uleåborg, Finland, close to major wind generation zones and a Fingrid substation, with construction starting in 2025 and commissioning planned for 2026 [1][2]. - The project is fully funded and co-owned by ECO STOR, with Å Energi as the largest shareholder, alongside Farvatn and AmpTank [2]. Group 2: Market Context - The Finnish battery energy storage market is expanding, driven by the anticipated growth of onshore wind and solar power [3][4]. - ECO STOR specializes in battery storage systems, utilizing both new and second-life batteries for various applications [4]. Group 3: Strategic Focus - In 2024, ECO STOR sold its German grid-scale BESS subsidiary to focus on strategic markets like Finland, aiming to enhance grid stability and support renewable energy integration [5][6]. - The Isokangas project aligns with Finland's sustainable energy goals and is expected to provide flexibility services to the Finnish grid [2][5].

-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~ 近日，全球领先的光储企业晶科储能在德国成功签署150MWh的储能系统解决方案。该项目将部 署30套晶科储能G2蓝鲸系统（Jinko ESS G2 5MWh System），每套系统集成于20英尺标准 集装箱内，计划于2025年10月底至11月中旬分批交付。 晶科储能G2蓝鲸系统以94%的系统级充放电效率成为行业标杆，其长时储能设计可深度参与电 网调频与可再生能源消纳，显著提升能源利用率，增加客户收益。集装箱式结构设计大幅降低用 地需求，尤其契合欧洲土地资源集约化的发展方向。 晶科储能欧洲总经理Roberto表示："此次德国项目印证了欧洲对高安全、高效能储能技术的需 求。晶科储能很荣幸可以通过液冷高效储能解决方案助力德国逐步实现清洁能源转型。" ——The End—— 本文来源： 晶科能源Jinkosola 。 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 ...

| -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~ 2025 年 5 月 28 日，美国得克萨斯州梅斯基特市——海辰储能全球化战略迎来重要里程 碑：其在美首个储能系统制造工厂正式开业，将加速推进海辰储能全球化制造能力落地，赋 能世界更多地区的可持续能源快速发展。此次活动汇聚了超过200位行业领袖、地方官员及 合作伙伴，共同见证这座储能制造基地正式亮相。 坚定前行，共创能源转型美好新图景 开业仪式剪彩 双核推进，树立储能全球化新标准 开业仪式上，海辰储能国际营销中心总裁张觅智发表主旨演讲，他指出："这座工厂体现了我们的两大核 心目标： 卓越制造与以客户为中心的增长 。通过将产业教育、智能制造和服务网络全面在地化，我们 不仅在拓展全球布局，更在深化与每个相关社区的联结。在制造与服务网络层面，通过加州办事处的市 场辐射与得州工厂的产能支撑，海辰储能已构建 '西海岸市场枢纽 + 中南部制造中心' 的双核布局，实 现在美国市场的 'coast-to-coast'（东西海岸全覆盖）的综合服务网络，在美国乃至北美储能市场树立 新标准。" 高效协同，推动 ...

Core Viewpoint - The article highlights the launch of China's first large-scale lithium-sodium hybrid energy storage station, the Baochi Energy Storage Station, which has a capacity of 200 MW/400 MWh and can adjust 580 million kWh of electricity annually, equivalent to the annual electricity consumption of nearly 270,000 households, with a green energy ratio of 98% [1][3]. Group 1: Technological Innovation - The Baochi Energy Storage Station integrates lithium-ion and sodium-ion batteries, significantly enhancing its adjustment capabilities compared to pure lithium or sodium storage systems, making it more flexible, efficient, and economically beneficial [3][4]. - The station can respond to power system adjustment needs in milliseconds, utilizing clean energy sources like wind and solar during low demand periods and supplying stored green electricity during peak demand [3][4]. Group 2: Market Dynamics - The energy storage station operates under an "independent + shared" model, providing load adjustment, renewable energy leasing, and electricity trading services, maximizing the role of energy storage in the new power system [4]. - As of May 26, the total installed capacity of new energy storage in Yunnan reached 3.035 million kW/6.07 million MWh, exceeding the "14th Five-Year Plan" target ahead of schedule [6]. Group 3: Regional Impact - The Baochi Energy Storage Station's 200 MW capacity is comparable to the power consumption of 200,000 ordinary air conditioners, significantly enhancing grid stability and supporting the development of the aluminum industry in the region [7]. - Yunnan is accelerating the construction of various types of energy storage projects, including lithium iron phosphate, sodium-ion, and compressed air storage, to meet the growing demand for stable green electricity [7]. Group 4: Future Outlook - The combination of affordable clean energy and reliable storage technology is expected to accelerate the green transformation of the energy system, with Yunnan's new energy storage industry poised for significant growth driven by technological innovation and government-enterprise collaboration [8].

Core Viewpoint - Zhongcheng Co., Ltd. plans to enter the energy storage sector by acquiring 100% equity of Zhongji Jiangsu Clean Energy Co., Ltd. from China National Technical Import and Export Corporation, aiming to diversify its business and improve financial performance [1][3]. Financial Performance - Zhongcheng Co., Ltd. has experienced continuous revenue decline and net profit losses in recent years, with reported revenues of 306.73 billion in 2023, down from 422.20 billion in 2022, and a net profit of -49.66 billion in 2023 [2]. - Zhongji Jiangsu reported revenues of 14.47 million and 39.90 million in the last two years, with net profits of 1.49 million and 1.82 million respectively [3]. Acquisition Details - The acquisition price is set at 11.19 yuan per share, which is approximately 22% lower than the latest closing price of 14.31 yuan [4]. - The acquisition will enhance Zhongcheng's asset scale, operating income, and net profit levels, marking its official entry into the energy storage industry [3]. Business Model and Strategy - Zhongji Jiangsu focuses on energy storage projects for industrial and commercial users, utilizing a contract energy management model to provide energy storage solutions and achieve profit through peak and valley electricity price arbitrage [2][3]. - The company has established a strong customer base primarily consisting of large industrial enterprises, which ensures stable electricity consumption [3]. Market Risks - The energy storage sector is influenced by fluctuations in electricity prices, which can affect the economic viability of storage projects and, consequently, Zhongji Jiangsu's revenue and investment returns [4].

Core Viewpoint - The article discusses the shift in the electric vehicle (EV) battery market from nickel-cobalt-manganese (NMC) batteries to more cost-effective lithium iron phosphate (LFP) batteries, driven by automakers like General Motors (GM) aiming to reduce costs and appeal to a broader consumer base [1][2]. Group 1: Transition to LFP Batteries - General Motors is actively transitioning to LFP batteries to lower EV costs, with major suppliers LG Energy Solution and Samsung SDI planning to establish LFP production in the U.S. [1] - If LG Energy Solution and Samsung SDI can expedite their efforts, their factories may become the first LFP battery plants in the U.S., potentially ahead of Ford's collaboration with CATL [1][2]. - Samsung SDI's $3.5 billion joint venture with GM in Indiana is set to produce prismatic battery cells by 2027, with facilities being repurposed from NMC to LFP production [2]. Group 2: Cost Implications and Market Position - GM's transition to LFP batteries is expected to reduce the cost of the Silverado EV by up to $6,000 compared to NMC battery packs [3]. - Currently, several EV models, including entry-level Tesla Model 3 and Model Y, Ford Mustang Mach-E, and Rivian R1T and R1S, already utilize LFP battery packs [3]. Group 3: Future Battery Development - GM is also exploring a new battery chemistry called lithium manganese rich (LMR), which reduces the use of expensive nickel and cobalt while increasing manganese content, aiming for over 400 miles (approximately 643.74 kilometers) of range at a cost comparable to LFP batteries [4].

Core Viewpoint - The global energy storage system shipment reached a record high of 71.5 GWh in Q1 2025, indicating strong growth in the industry [1][4]. Group 1: Global Energy Storage Shipment Rankings - The top five global energy storage system integrators for AC side in Q1 2025 are Sungrow, Tesla, BYD Energy, Hiber, and CRRC Zhuzhou Electric Locomotive Research Institute [2][5]. - Sungrow surpassed Tesla to take the global lead in shipments, achieving this milestone for three consecutive quarters since Q3 2024 [4]. - BYD Energy entered the global top three for the first time, driven by orders from the Middle East [5]. Group 2: DC Side Rankings and Market Dynamics - The top five global energy storage system integrators for DC side in Q1 2025 are CATL, BYD Energy, Hicharge, Suzhou Jingkong, and Yuanxin Energy [5]. - CATL and BYD Energy maintained their positions as the top two in the DC side shipment rankings compared to 2024 [7]. - BYD Energy's performance is notable as it ranks in the top three for both AC and DC sides, showcasing its strong market presence [7]. Group 3: BYD Energy's Recent Developments - BYD Energy signed a storage order agreement with Spanish company Grenergy to supply a 3.5 GWh energy storage system for the Atacama Oasis Project in Chile [7]. - The MC Cube-T BESS, launched in April 2024, features a capacity of 6.432 MWh and improvements in energy efficiency, with a maximum increase of 35.8% in system energy [7]. - In 2025, BYD has secured multiple large storage projects overseas, including a 12.5 GWh project with Saudi Electricity Company and a 1.6 GWh project with Greenvolt Power [8]. Group 4: Market Outlook - The energy storage system market is expected to exhibit characteristics of "restructuring of AC side patterns + acceleration of supply chain localization" [8]. - Chinese energy storage companies are becoming major players in securing large orders in overseas markets due to their technological strength, product quality, cost control, and rapid market response [8].

Globeleq 可 再 生 能 源 主 管 Paolo de Michelis 表 示 ： " 我 们 很 高 兴 与 阳 光 电 源 就 我 们 在 南 非 的 153MW/612MWh 红沙 BESS 项目签署供应和 15 年长期服务协议条款清单，这是撒哈拉以南非洲迄今 为止最大的独立电池储能项目。开发 BESS 项目涉及应对复杂的挑战，需要所有项目合作伙伴做出长期战 略承诺，以确保项目的成功。阳光电源在南非的业绩记录、高质量的技术和竞争力将有助于克服这些挑 战，并提供可靠的项目和稳定的电网。" $$\underline{{{\bf\mathrm{\bf~-The~End}}}}$$ Red Sands 电池储能项目是南非首个电池储能独立发电商采购计划 （BESIPPPP） 的一部分，位于北开 普省，乌平顿东南约 100 公里处。它将成为非洲最大的独立电池储能系统。 该项目将使用大约 5 公顷（12 英亩）的土地，并将通过 Eskom Garona 变电站连接到电网。该项目的 战略定位是通过提供负载转移和电网稳定等关键服务来支持南非的电力系统，促进可再生能源的整合，并 解决持续的能源供应挑战。 根据签署 ...