Core Viewpoint - The article highlights the rapid progress of the main structure construction of CATL's (Contemporary Amperex Technology Co., Limited) third phase project in Luoyang, which is a significant initiative for the local economy and the new energy battery industry [1][3]. Group 1: Project Development - The Luoyang base of CATL is a flagship project that aligns with the city's strategic focus on emerging industries, with the first phase already in production and the second phase in equipment installation and debugging [3]. - The fourth phase of the project is set to commence substantial construction soon, indicating ongoing expansion and investment in the region [3]. Group 2: Economic Impact - Once fully completed, the project is expected to generate an annual output value exceeding 200 billion yuan, which will significantly contribute to making Luoyang a global hub for the new energy battery industry [4]. - The project aims to promote the development of the new energy industry in Luoyang towards higher-end, intelligent, and green technologies, enhancing the overall industrial ecosystem [4].

Core Viewpoint - The article highlights the significance of the 2025 (Third) China Solid-State Battery Technology Development and Market Outlook Summit held in Shanghai, focusing on advancements in solid-state battery technology and its industrial applications [1][4]. Event Details - Date: July 9, 2025 [4] - Location: Shanghai Pudong Holiday Inn [4] - Organizer: Xinluo Information [4] Event Highlights - The summit attracted numerous industry experts, corporate representatives, and researchers to discuss the future development of solid-state batteries [1]. - The opening ceremony featured a gathering of distinguished guests witnessing the commencement of the solid-state battery conference [12]. - Experts from both domestic and international backgrounds shared the latest research findings and cutting-edge perspectives on solid-state battery technology [14]. - Attendees engaged in face-to-face discussions with guests to explore the future of solid-state battery technology [14].

Core Viewpoint - The article highlights the rapid growth of the global energy storage market in 2024, with new installations reaching 188.5 GWh, a year-on-year increase of 80%. However, it also points out the intense competition within the market, particularly for companies like Gaote Electronics, which is preparing for its IPO after significant growth in valuation and strategic partnerships with major state-owned enterprises [2]. Group 1: Company Development - Gaote Electronics has evolved significantly since its inception in 1998, initially focusing on high-precision online monitoring of lead-acid batteries, which faced challenges due to market preferences for cheaper alternatives [5][6]. - The company shifted its focus to the battery management system (BMS) for lithium batteries around 2010, but faced stiff competition from major battery manufacturers who developed their own BMS products [10][15]. - In response to the challenges in the BMS market, Gaote pivoted towards the energy storage sector around 2020, leveraging its extensive experience in battery monitoring to develop innovative solutions [19][22]. Group 2: Market Trends and Opportunities - The energy storage market has seen explosive growth due to the increasing installation of wind and solar power, driven by national carbon neutrality goals, with annual installations rising from 48.1 GW in 2015 to 357.8 GW in 2024, reflecting a compound annual growth rate of 24.98% [18]. - Gaote's strategic shift to energy storage BMS has proven successful, with revenue growing from 346 million to 919 million from 2022 to 2024, representing a compound annual growth rate of 63.3% [28]. - The company has maintained a market share of over 30% in the third-party energy storage BMS market for three consecutive years, positioning itself as a leader in the industry [29]. Group 3: Technological Innovations - Gaote has developed advanced technologies such as a 1500V chip-level bidirectional active balancing BMS module, which reportedly increases energy storage station returns by over 20% [22]. - The company's second-generation BMS core chip GT2818 is notable for its ability to synchronize the collection of voltage, temperature, and safety valve parameters, significantly reducing the risk of thermal runaway [22]. - The combination of chip technology and active balancing has become a core competitive advantage for Gaote in a market characterized by increasing homogenization [26]. Group 4: Future Outlook - The article suggests that the future of energy storage BMS will shift from hardware performance to a focus on data precision and algorithm efficiency, prompting Gaote to expand into software services [32]. - Gaote's ability to adapt to industry changes and its strategic partnerships with leading battery manufacturers and system integrators position it well for continued success in the evolving energy storage landscape [34].

Core Viewpoint - The article highlights the successful completion of an extreme fire test conducted by Ruipu Lanjun on its Powtrix® 5MWh energy storage battery system, demonstrating its enhanced safety performance under severe conditions [2][20]. Group 1: Testing Conditions and Methodology - The fire test was conducted under extreme conditions, simulating a worst-case scenario with a fully charged battery, which poses the highest risk of thermal runaway and fire spread [3][4]. - The test involved a combination of internal heating and external propane flame exposure, leading to a sustained burn of approximately 14 hours after a 3-hour ignition trigger [4][19]. - The test design included exposure to five types of fire (solid, liquid, gas, metal, and energized equipment), assessing the battery system's resilience against complex fire scenarios [4][10]. Group 2: Safety Performance and Results - The Powtrix® battery system successfully prevented thermal runaway from spreading to adjacent battery units, with the maximum flame temperature reaching 1380°C while maintaining the internal temperature of neighboring units below 57°C [7][20]. - The test was conducted without active fire suppression systems, relying solely on the battery's passive safety design, which proved effective in containing the fire [13][20]. - Over 600 temperature monitoring points were deployed during the test, providing comprehensive data collection and analysis of the combustion process, which received commendation from fire safety engineering experts [19][20]. Group 3: Industry Implications - This rigorous testing sets a new benchmark for safety in the energy storage industry, showcasing Ruipu Lanjun's capabilities in battery technology development and system safety design [20]. - The successful demonstration of the Powtrix® system's safety features contributes significantly to advancing the overall safety and reliability standards within the energy storage sector [20].

Core Viewpoint - The establishment of Fidra Energy by EIG marks a significant development in the European battery energy storage sector, with ambitious plans to develop major battery storage projects in the UK and beyond by 2030 [2][3]. Group 1: Project Developments - Fidra Energy is developing three major battery storage projects in the UK: the Thorpe Marsh project (1.45GW/3.3GWh), the Bicker Fen 1&2 project (1.2GW/2.4GWh, in planning), and the West Burton C project (0.5GW/1.1GWh) [2][5]. - The Thorpe Marsh project is set to be the largest battery storage project in the UK, located near a former coal power station and adjacent to a major substation of the UK National Grid [5]. - The West Burton C project is strategically located near existing gas power plants and a proposed nuclear fusion facility [7]. Group 2: Project Milestones - The Thorpe Marsh project received planning approval from Doncaster City Council in January 2025, with commercial operations expected to commence in Q4 2027 [4][8]. - The West Burton C project secured a 15-year contract for 500MW capacity in the National Energy System Operator (NESO) capacity T-4 auction in March 2025, with final investment decisions anticipated in late 2025 [9].

Core Viewpoint - The article discusses the opening of the inertia service market to battery energy storage systems (BESS) in Germany starting in 2026, which will provide an additional revenue stream for these systems through fixed-price contracts for inertia services [2][3]. Summary by Sections Inertia Service Market - From 2026, German transmission system operators (TSOs) will pay BESS for providing inertia services, crucial for maintaining frequency stability in the power grid [2]. - The compensation will be based on fixed price contracts lasting between 2 to 10 years, with initial pricing set by TSOs and valid for two years [2][3]. - The first procurement window's pricing details will be announced by January 28, 2026 [2]. Technical Requirements and Costs - BESS must be equipped with inverters capable of providing inertia services, potentially increasing capital expenditures [4]. - Inertia service providers must meet specific technical requirements and obtain valid certifications throughout the contract duration, although the exact standards and procedures are yet to be disclosed [4]. Transmission Fee System Reform - The Federal Network Agency of Germany has initiated a review process for restructuring the current grid fee mechanism, which currently only charges end-users [5]. - Proposed reforms may include expanding the fee structure to include power generation sources, thereby distributing network construction costs among more market participants [5]. - Storage facilities currently enjoy a fee exemption until 2029, and the agency aims to create a long-term framework that integrates storage technology into the grid [5]. Future Storage Goals - The Federal Ministry for Economic Affairs and Climate Action emphasizes that climate protection goals can only be achieved with a high installed capacity of storage systems [6]. - Current grid development plans project that by 2037, small battery storage capacity will reach approximately 67 GW, and large battery capacity will reach about 24 GW [6]. Large-Scale Storage Projects - The article lists several planned large-scale storage projects in Germany, detailing their capacities, locations, and statuses [8]. Subsidy Policies for Storage - Various subsidy policies are outlined, including low-interest loans and capital expenditure compensations for battery storage systems, with specific conditions and statuses for each program [9][10].

Core Viewpoint - The article highlights the strategic partnership between Haibo Sichuang and European energy storage developer Repono, aiming to deploy a total of 1.4 GWh of grid-level energy storage projects by 2027, thereby accelerating Europe's energy transition and contributing to a resilient and sustainable green energy system [1]. Group 1: Strategic Cooperation - The partnership is a model for Sino-European energy storage industry collaboration, leveraging Repono's expertise in project development and Haibo Sichuang's integrated solutions for energy storage systems [1]. - Both companies will engage in joint planning and review at technical and commercial levels across multiple projects, aiming to set a new benchmark for international cooperation in the energy storage sector [1]. Group 2: Haibo Sichuang's International Business - Haibo Sichuang has been actively expanding its international market presence, participating in various grid-side and commercial energy storage projects, which enhance local grid stability and reliability [2]. - The company employs a dual-driven model of "technology output + localized operation," allowing it to meet diverse regional needs while establishing a robust sales and service network across Europe, North America, and Asia-Pacific [3]. Group 3: Company Overview - Beijing Haibo Sichuang Technology Co., Ltd. is a leading provider of energy storage system solutions and services, focusing on R&D, production, sales, and service for a full range of energy storage system products [4]. - The company holds several national recognitions, including being a national high-tech enterprise and a "little giant" enterprise, and has established advanced testing laboratories and innovation centers for energy storage systems [4].

Core Viewpoint - The "One Big Beautiful Bill Act" (OBBB Act) aims to extend tax cuts from the previous administration while significantly reducing clean energy subsidies from the current administration's Inflation Reduction Act (IRA) [1][2]. Summary by Sections Changes in Subsidies - **Electric Vehicles**: Subsidies for both passenger and commercial electric vehicles will expire by December 31, 2025 [2]. - **Renewable Energy Investment Subsidies (Energy Storage)**: - Projects must start construction within 60 days of the bill's enactment and be operational by December 31, 2028, to qualify for tax credits [3]. - The provision allowing unused credits to be transferable has been changed to non-transferable tax credits [4]. - Foreign entities, particularly Chinese companies like CATL, BYD, Envision Energy, EVE Energy, Guoxuan High-Tech, and Hichain Energy, will face new restrictions on eligibility for credits [5]. Impact on the Market - The abrupt halt of subsidies may significantly reduce growth momentum in the U.S. electric vehicle market, leading to weakened end-user demand [6]. - In energy storage, the demand for large-scale storage may decline due to the gradual elimination of credits, resulting in a sharp drop in investment returns [6]. - Adjustments to manufacturing subsidies will impact Japanese and Korean battery manufacturers more than Chinese firms, as they rely on raw materials from China [6]. Restrictions on Foreign Entities - The OBBB Act updates the interpretation of FEOC regulations, further tightening restrictions on Chinese companies [7]. - Specific foreign entities, including the aforementioned Chinese companies, are directly affected by the 2024 National Defense Authorization Act [7]. - U.S. companies with financial ties to these designated foreign entities may also lose eligibility for credits, a restriction not present in the original IRA [7]. - The definition of foreign-controlled entities is broad, with Chinese companies needing to maintain less than 50% ownership to avoid restrictions [8]. - Substantial material assistance agreements exceeding $1 million with banned foreign entities will lead to the loss of credit eligibility after two years [8]. Strategic Shifts - If the OBBB Act is enacted, the energy storage market will be most affected, with the U.S. accounting for 30% of domestic energy storage product export demand [9]. - Due to uncertainties in tariffs and domestic policies, Chinese companies are reassessing their investment decisions in the U.S., with some, like Guoxuan and Envision, already reducing production capacity and delaying project developments [9].

Core Viewpoint - Trina Storage has successfully delivered its first energy storage projects in Japan, marking a significant milestone in the deployment of grid-level energy storage systems in the Japanese market [1][2]. Group 1: Project Details - The projects consist of two energy storage stations located in Gunma Prefecture, which have completed system debugging and delivery [1]. - Trina Storage acted as the system integrator, providing a comprehensive solution from battery cells to AC side integration, including design, construction, integration, and long-term maintenance services for 20 years [1][2]. Group 2: Technology and Certification - The projects utilize Trina Storage's self-developed energy storage system platform, Elementa Jingang 2, featuring proprietary 314Ah battery cells, known for high integration, safety, and energy efficiency [2]. - The system has successfully passed rigorous certification tests by the Japan Electrical Safety & Environment Technology Laboratories (JET), becoming the first overseas company to achieve this certification in Japan [2]. Group 3: Market Impact and Future Plans - Trina Storage has accelerated its global market expansion, with a projected over 100% growth in energy storage installations in 2024, surpassing a cumulative shipment of 10GWh [2]. - The company aims to achieve an energy storage system shipment volume of 8-10GWh by 2025, reinforcing its competitive advantage and brand influence in the global energy storage market [2][3].

-广告- 6月27日晚间，亿纬锂能（300014）公告，公司全资孙公司EVE ENERGY STORAGE MALAYSIA SDN.BHD.（简称"亿纬储能马来西亚"）拟以自有资金、发行股票募集资金及/或自筹资金 投资建设新 型储能电池项目，投资金额不超过86.54亿元。 项目依托国内制造优势及运营经验拟于马来西亚吉打州 扩建一个储能生产基地， 项目建设期不超过2.5年。 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~ 本文来源：海融网 。 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。 ——The End—— ...