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~ 集邦光储观察获悉，12月31日，储能产业链上下游同传捷报。在系统集成端，比亚迪预中标中国电建大规模储能系统设备采购；在电 芯端，海辰储能中标中国电气装备集团的大容量电芯采购。 01 比亚迪预中标中电建储能系统设备采购 12月31日，中国电建邯郸建投新能源（曲周县400MW、成安县450MW）储能系统设备采购项目中标候选人公示。 公告显示，项目 第一中标候选人为比亚迪 ；第二中标候选人为中铁物资集团；第三中标候选人为河北汇金集团。 02 海辰储能中标中国电气装备大容量电芯采购 12月31日，中国电气装备集团储能科技有限公司大容量磷酸铁锂电芯物资采购入围结果公示， 中标人为海辰储能 。 公告显示，共有8家供应商入围，分别是：宁德时代、亿纬锂能、楚能新能源、瑞浦兰钧、海辰储能、鹏程无限、欣旺达及中创新航。 此前，12月10日，中国电气装备集团储能科技有限公司大容量磷酸铁锂电芯物资采购公告发布，宣布将采用"框架入围+邀请谈判或询 比或竞价采购"的模式， 集中采购314Ah以上的电芯 。 鑫椤资讯成立于2010年，主要服务于炭素 ...

根据协议，瑞浦兰钧将充分发挥其在储能产品领域的优势，并结合Ingeteam在电力转换和逆变器技术方面的专长，重点关注澳大利亚、美国、英国、西班 牙、意大利和德国等核心市场，积极拓展市场并进行联合品牌推广。 此外，另据外媒Renewable now报道：印度控股公司 Mindra Group 公布了与瑞浦兰钧的合作，计划建设1GWh电池储能系统，旨在支持印度不断增长储能 需求电池需求。 鑫椤报告预售： 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~ 据外媒报道，瑞浦兰钧与西班牙企业Ingeteam 签署全球战略谅解备忘录，旨在整合其核心技术优势，为全球市场提供高性能储能系统 (ESS) 解决方案。 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：行家说储能 。 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 ...

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~ 2025-2029年全球储能市场运行趋势及竞争策略研究报告 岁月轮转，新元肇启。我们站在2026年的起点，向您致以最诚挚的问候：元旦快乐！ 回首2025，感谢您一路相伴相持。您的每一次关注、每一次咨询、每一份信任，都是我们深耕储能行业数据、打磨研究报告的最强动力。 展望2026，愿我们继续携手，在新能源的星辰大海中，共同书写储能的下一个黄金篇章！ 鑫椤储能 敬上 鑫椤报告预售： 尊敬的新老客户们： 预订电话：18964001371（微信同） ——The End—— 本文来源：鑫椤储能整理 。 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。 ...

Group 1 - The core viewpoint of the article highlights the successful launch of the 450,000 tons/year new generation lithium iron phosphate project by Guangdong Bangpu Recycling Technology Co., Ltd., which sets a record for project construction by signing, starting, and producing within the same year [1][2] - The project is part of the Ningde Times Bangpu integrated industrial park, which aims to enhance the industrial chain in Yichang and achieve a closed-loop utilization from raw materials to waste, with an expected annual output value of 14.5 billion yuan and tax revenue of 600 million yuan [1][2] - The total investment for the Bangpu integrated industrial park project is 37.6 billion yuan, which includes four sub-projects, with the new generation lithium iron phosphate project being a significant addition following the establishment of the park in 2021 [2]

资料显示，江西升华磷酸铁锂正极材料采用固相法+草酸亚铁工艺路线，该技术以二价铁源为原料，与其他采用三价铁源的路线比较，草酸亚铁 工艺仅为一次烧结，不需要进行碳热还原反应，材料碳包覆均匀，制成工艺简单，能耗相对更低，生产设备占用相对更少。 公司现有高压实密 度磷酸铁锂产能30万吨。 江西升华凭借产品技术性能具有高压实密度，高比容量、长循环寿命等优势，高压密磷酸铁锂产品在市场中占据领先地位，是我国磷酸铁锂出货 量前十企业之一。 鑫椤报告预售： 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~ 12月26日，富临精工（300432）披露子公司江西升华新材料有限公司（以下简称"江西升华"）增资扩股暨筹划重大资产重组进展。 公告显示，富临精工与宁德时代（300750）拟共同对江西升华实施增资扩股， 其中，富临精工计划增资10亿元，认购江西升华新增注册资本 813,008,130元；宁德时代拟增资25.6338亿元，认购新增注册资本2,084,048,870元。本次交易完成后，宁德时代将持有江西升华51.0000% 的股权，富临精工的持股比例则为47.4096%。 本次增资，旨在 ...

Core Viewpoint - The strategic partnership between CRRC Zhuzhou Institute and CATL marks a significant advancement in the energy storage sector, with a procurement of approximately 20.06 GWh of energy storage cells aimed at stabilizing the supply chain of key strategic materials [1][2]. Group 1: Procurement Details - CRRC Zhuzhou Institute plans to procure energy storage cells from CATL in two segments: 8.04 GWh from 800 million units of 314Ah cells and 12.02 GWh from 640 million units of 587Ah cells [2]. - The 587Ah cells, set to be mass-produced by June 2025, feature an 8000-cycle lifespan, 434 Wh/L energy density, and 96.5% initial charge-discharge efficiency, with significant reductions in component count and costs [2][3]. Group 2: Partnership Evolution - This procurement signifies an upgrade from a framework agreement to a deep supply chain integration, enhancing collaboration on R&D cycles and cost control [3]. - Since signing the initial framework agreement in November 2023, both parties have collaborated on energy storage solutions and microgrid construction, with plans for a joint laboratory and a white paper on energy storage station lifecycle management [2][3]. Group 3: Industry Impact - The collaboration is expected to reshape the energy storage industry, with CATL securing over 329 GWh of storage orders for 2025 across key global markets [3]. - The partnership aims to establish technical standards and enhance market penetration, particularly in Southeast Asia and the Middle East, leveraging CRRC's core technologies and CATL's significant market share [3]. Group 4: Strategic Significance - The agreement represents a pivotal moment as China's energy storage industry transitions from policy-driven to market-driven dynamics, providing a comprehensive solution for new power system construction [4]. - The collaboration is positioned as a crucial support for China's dual carbon goals, redefining infrastructure standards in the new energy era [4].

Core Viewpoint - The successful production of the one millionth 684Ah stacked cell by XINWANDA marks a significant milestone in the large-capacity stacked cell manufacturing process, indicating the technology's maturity and stability in mass production [1][3]. Group 1: Technological Advancements - XINWANDA's 684Ah stacked cell technology showcases its leading advantages in production capabilities, supported by a comprehensive manufacturing system from product design to mass production [3]. - The 684Ah cell achieves a volumetric energy density exceeding 440Wh/L and features a thermal management system that extends its lifespan to over 20 years [5]. - The 588Ah cell, utilizing a winding process, boasts a cycle life of 10,000 times while maintaining 70% health, with a high energy conversion efficiency of 96.5% [6]. Group 2: Market Position and Financial Performance - XINWANDA's market capitalization has surpassed 50 billion, reflecting its strong position in the lithium battery industry [3]. - In the first three quarters of this year, XINWANDA reported revenues of 43.534 billion, a year-on-year increase of 13.73%, and a net profit of 1.405 billion, up 15.94% [4]. - The third quarter alone saw revenues of 16.549 billion, with a net profit growth of 41.51% [4]. Group 3: Industry Implications - The successful mass production of the 684Ah cell reinforces XINWANDA's core competitiveness in the energy storage cell sector and lays the groundwork for large-scale applications in the global energy storage market [3][10]. - The advancement of large-capacity cells is entering a new phase, where manufacturing process proficiency is more critical than peak parameters [10]. - The emergence of various large-capacity cells reflects a "scene adaptation logic," where different technological routes cater to distinct application demands [9].

未来三年，双方将围绕储能系统、输配电等配套设备，实现产业链上下游的双向协同。 在此基础上，双方还将加强技术交流与项目合作，持续优 化整体解决方案能力，提升项目交付效率与可靠性，加速储能系统在新型电力网络中的规模化应用。 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~ 封面图 | 宁德时代 近日，宁德时代与思源电气签署为期三年的储能合作备忘录，目标合作电量50GWh。双方将基于各自传统优势领域，推广储能市场化双采模 式，共同提升产业链协同效率，助力储能行业高质量发展。宁德时代零碳能源事业部中国区副总经理李越、思源清能副总经理李小兵代表双方签 署协议，宁德时代董事长兼CEO曾毓群与思源电气董事长董增平共同见证签约。 预订电话：18964001371（微信同） 思源电气专注于电力领域的技术研发、设备制造及工程服务，积极推动能源行业的数字化转型。此次宁德时代与思源电气签署合作备忘录，是双 方继2022年建立合作以来的一次战略性深化与全新探索，进一步强化了双方在储能产业链中的协同深度，同时也为行业探索出一条更稳健、更 高效、更可持续的生态合作新模式，以实际行动助力国家"双碳" ...

Core Viewpoint - The article discusses Haibo Sichuang's announcement regarding its subsidiary's plan to invest 2 billion RMB in a new smart green energy storage factory project located in Beijing's Fangshan District, aimed at enhancing the company's capabilities in the energy storage sector [1][3]. Group 1: Project Overview - The project will be situated in Beijing's high-end manufacturing base in Fangshan and will focus on the research, development, manufacturing, and testing of energy storage integration systems [3]. - The facility will include an integrated energy storage industrial base with system integration production lines, R&D testing centers, and supporting facilities [3]. Group 2: Strategic Importance - This investment aligns with national industrial policy and the company's overall development strategy, positioning it to seize opportunities in the energy storage industry and strengthen its leading position [3]. - The project is expected to address future capacity gaps, enhance supply assurance capabilities, and improve response speed [3]. Group 3: Financial Impact - The implementation of this project is anticipated to have a positive impact on the company's future financial status and operational results, contributing to long-term sustainable development and profitability [3].

Core Viewpoint - The article emphasizes the critical energy shortage facing AI data centers (AIDC) and highlights the significant opportunity for energy storage solutions to address this challenge, particularly through the innovative lithium-sodium collaborative energy storage solution introduced by Haicheng Energy [4][6][10]. Group 1: Energy Demand and Challenges - By 2027, NVIDIA's GPU clusters alone are projected to consume 150-200 GW of electricity, which is 1.5 to 2 times the total electricity consumption of France [4]. - AIDC's electricity demand is expected to create a power gap of 47 GW in the U.S. between 2025 and 2028, equivalent to the electricity consumption of 15 cities like Philadelphia [16]. - AIDC's power density is 10 times higher than traditional data centers, presenting unprecedented challenges to existing power grids [9]. Group 2: Storage Solutions and Innovations - Haicheng Energy's newly launched AIDC all-time storage solution includes products with capacities of 1h, 2h, 4h, and 8h, addressing the full spectrum of energy needs [10][20]. - The solution aims to reduce the energy infrastructure construction period from 5-10 years to 1-2 years, achieving an acceleration of over 80% [19]. - The lithium-sodium collaborative approach allows for rapid response to power fluctuations, with sodium batteries providing high power response capabilities and lithium batteries ensuring long-term energy stability [30][32]. Group 3: Economic Viability and Compatibility - The economic feasibility of the AIDC storage solution is highlighted, with potential savings of over 40% in backup power costs over the lifecycle compared to traditional diesel generators [44][37]. - The solution is designed to be compatible with both current AC power architectures and future high-voltage direct current (HVDC) systems, enhancing overall efficiency [47]. - Haicheng aims to drive down energy storage costs to "one dime per kilowatt-hour" within five years, making green energy more accessible [45][46]. Group 4: Manufacturing and Technological Advancements - Haicheng Energy is advancing its manufacturing capabilities, achieving a threefold increase in production capacity while reducing costs by over 45% [55]. - The company is implementing automated technologies to ensure high-quality production, targeting a defect rate of one in a billion [57]. - The focus on innovative battery cell design, such as the development of a 1300Ah cell, is aimed at meeting the specific demands of AIDC scenarios [52][56]. Group 5: Strategic Vision and Industry Impact - The article concludes that Haicheng's energy storage solutions are not just product innovations but are foundational to the future of AI infrastructure, addressing the urgent need for reliable energy sources [66]. - The strategic initiative to create an energy base for AIDC reflects a broader vision of integrating technology and sustainability in the energy sector [48][60].