| -广告 | | --- | 储能与电力市场获悉，6月26日， 麦田能源股份有限公司深交所创业板IPO获受理。 保荐人 （主承销商）为国泰海通证券股份有限公司。 图源：深交所发行上市审核信息公开网站 麦田能源此次募集资金，拟发行人民币普通股（A股）不超过9000万股，每股面值为1元，扣除 发行费用后将投资于以下项目， 募集资金投资额总计16.6亿元 。 | 单位:万元 | | | | | | | --- | --- | --- | --- | --- | --- | | 募集资金投资额 | 实施主体 | 序号 | 项目名称 | 项目总投资 | | | 年产 100 万台套智慧储能 | 麦田能源 | 103,100.16 | 123,141.52 | 产品产业园建设项目 | | | 上海分公司 | 研发中心建设项目 | 26,557.75 | 2 | 26,557.75 | | | 麦田美国、麦田泰 | 营销及技术服务体系建设 | 6,459.69 | 3 | 6,459.69 | 国(筹)、麦田阿 | | 项目 | 联酋 | | | | | | 补充流动资金 | 麦田能源 | 30,000.00 | 30, ...

Core Viewpoint - Foxconn's new commercial energy storage system, with a capacity of 2.15MW/4.32MWh, has officially started mass production, indicating its capability for large-scale manufacturing and delivery [1][2]. Group 1: Product Features - The first product features high safety, reliability, efficiency, and long lifespan, suitable for various commercial energy storage applications [2]. - The 2.15MW/4.32MWh energy storage system utilizes 325Ah energy storage cells, achieving a cycle life of 9,000 times and a system efficiency of 89% [2]. Group 2: Business Strategy - Foxconn Energy Storage provides a full lifecycle solution for commercial energy storage, including product cells, PCS, BMS, EMS, and insurance, catering to diverse customer needs [2]. - The energy storage business is a key focus for Foxconn's new business headquarters, which aims to advance energy storage technology development and manufacturing, collaborating with industry leaders to create safer, more efficient, and smarter energy storage products [2]. Group 3: Company Overview - Furu Energy is the energy storage brand under Foxconn's New Business Development Group, with its headquarters in Zhengzhou and support centers in Shanghai and Wuhan, aiming for a nationwide and global presence [3]. - The energy storage business integrates R&D, manufacturing, and marketing, committed to delivering safe, high-yield, and long-lifespan energy storage products, providing comprehensive energy storage solutions to meet diverse demands [3].

-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6月19日，欧洲议会在法国斯特拉斯堡通过《清洁工业协议决议》及《电网自主倡议报告》， 旨在推动欧盟工业脱碳进程并提升能源系统灵活性。 《清洁工业协议决议》核心内容 《电网自主倡议报告》重点方向 该决议聚焦工业部门的绿色转型，提出以下措施： 能源成本降低：通过《可负担能源行动计划》推广清洁能源，目标到2030年将欧盟能源电气化率提升 至32%，减少对进口化石燃料依赖。 清洁技术本土化：计划到2030年实现欧盟市场40%的清洁技术关键组件本土生产，并设立1000亿欧元 专项基金支持制造业脱碳。 循环经济推动：2026年起实施《循环经济法案》，要求2030年前实现24%的材料循环利用，减少资源 依赖。 报告强调增强电网自主性与清洁能源整合能力： 智能电网建设：推动数字化、人工智能驱动的电网技术应用，优化可再生能源消纳效率。 储能能力提升：鼓励部署大规模储能系统（如锂电池、氢能储能），以平衡电网波动。 跨区域互联：加强成员国间电网物理连接，提升能源调配效率。 对储能行业的影响 欧盟计划到2030年新增100 ...

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].

县委副书记、县长胡晓峰，县工信局局长朱国平，县商务局局长王大永，县政府办副主任高 峰，县商务局副局长丁国平等出席签约仪式， 中车株洲电力机车研究所有限公司综合能源事业 部副总经理钟源，华南区总经理曾超，营销经理司政，海南睿电新能源科技投资有限公司董事 长、总裁赵剑剑，联席总裁张忠祥，开发总监陈腾腾参加仪式。山阳镇党委书记王晓峰主持仪 式。 山阳镇党委书记王晓峰代表山阳镇政府与中车株洲电力机车研究所有限公司签订投资协议。 该项目计划总投资5亿元，其中固定资产投资2亿元，项目将入驻县经济开发区低碳产业园， 厂房面积1.5万平方米。 项目投产后预计达到年产16亿元的规模，一期二期项目全部达产后预计 年开票销售20亿元。 在项目签约仪式上，胡县长对双方成功签约表示热烈祝贺，并充分肯定该项目对县域产业升 级的重要意义。 -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~ 储能头部央企落户山阳 6月24日下午，山阳镇与中车株洲电力机车研究所有限公司合作投资的中车储能集成二期 PACK生产线项目签约仪式在广州举行。 胡县长强调，投资方要坚定发展信心，科学统筹改造布局，在确保 ...

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% ...