Group 1 - The article discusses the development trends of the energy storage industry in China, highlighting its significance as a barometer for the sector [1][3] - The 14th International Energy Storage Summit and Exhibition (ESIE 2026) is scheduled to take place from March 31 to April 3, 2026, at the Capital International Exhibition Center in Beijing, indicating ongoing industry engagement and innovation [3] - The event will feature free admission for attendees, promoting wider participation and interest in energy storage technologies [3] Group 2 - Contact information for key representatives involved in the event is provided, facilitating communication and inquiries related to the summit [5]

Group 1 - The article discusses the upcoming 14th International Energy Storage Summit and Exhibition (ESIE 2026) as a significant event for the energy storage industry in China [2][3] - The event is scheduled to take place from March 31 to April 3, 2026, at the Capital International Exhibition Center in Beijing [3] - The summit aims to serve as a platform for industry professionals to exchange ideas and showcase advancements in energy storage technology [2] Group 2 - The article provides contact information for inquiries related to participation and exhibition at the event, indicating a structured approach to facilitate engagement [4][6]

文 | 中关村储能产业技术联盟 从"十二五"概念引入，到"十三五"示范培育，再到"十四五"的规模化发展， 新型储能仅 用十余年时间，便完成了从电力系统的"被动配置"到"核心支撑"的历史性跨越。 截 至 2025 年 底 ， 全 国 累 计 新 型 储 能 装 机 规 模 达 到 144 . 7GW ， 占 电 力 储 能 总 装 机 比 重 超 2 / 3 ，新增投运规模达66.4 3GW/ 189.48GWh，能量规模超历史累计总和。这一连串跃动 的数字，不仅标记了中国储能产业快速增长的黄金年代，更叩响了全面市场化时代的大 门。 站在 "十四五"收官与"十五五"启航 的历史交汇点，储能的价值已被重新定义——它不仅 是能源转型的"稳定器"，更是构建新型电力系统的"胜负手"。 值此辞旧迎新之际，中关村储能产业技术联盟特邀 30位来自权威科研机构与头部储能企 业的领袖 ，回顾来时路上的技术突破与模式创新，研判未来变局中的机遇与挑战，汇聚 成这份沉甸甸的 "新春寄语" ，与产业同仁共勉，共同迎接属于储能的市场化春天。 史玉波 中国能源研究会理事长 展望"十五五"，随着电力市场改革的深入，新型储能将进一步规模化发展， ...

Core Viewpoint - The article discusses the public announcement of the candidates for the 2026 annual energy storage system framework procurement by China General Nuclear Power Group (CGN) [3]. Group 1: Procurement Details - The procurement involves six segments, each with a capacity of 1.2 GWh, totaling 7.2 GWh [4]. - The bidding price range for the six segments is between 0.491 yuan/Wh and 0.52995 yuan/Wh [5]. - The first candidates for each segment and their respective prices are as follows: - Segment 1: Envision Energy Co., Ltd. at 0.495 yuan/Wh - Segment 2: BYD Auto Industry Co., Ltd. at 0.507 yuan/Wh - Segment 3: CRRC Zhuzhou Electric Locomotive Research Institute Co., Ltd. at 0.491 yuan/Wh - Segment 4: Nanjing NARI Group at 0.52995 yuan/Wh - Segment 5: Beijing Tiancheng Tongchuang Electric Co., Ltd. at 0.52265 yuan/Wh - Segment 6: Shenzhen Kelu Electronics Technology Co., Ltd. at 0.515 yuan/Wh [5][6]. Group 2: Bidder Requirements - Bidders must participate in all six segments and cannot have different quotes for the same model and technical requirements across different segments; otherwise, their bids will be disqualified [7]. - Bidders must meet performance requirements for both grid-connected and off-grid energy storage equipment [8]. - Specific performance requirements include: - For off-grid equipment: at least 50 MWh operational performance over the last three years, with battery units having at least 500 MWh operational performance, and energy storage inverters with at least 20 MW operational performance. - For grid-connected equipment: at least 1 GWh operational performance over the last three years, with at least one project having 200 MWh operational performance, and similar battery and inverter requirements as above [9]. Group 3: Contract Validity - The framework contract is valid from January 2026 to January 2027 [10].

文 | 人民网 近 日 ， 中 国 燃 气 与 宁 德 时 代 签 署 战 略 合 作 协 议 。 作 为 第 十 四 届 储 能 国 际 峰 会 暨 展 览 会 （ESIE 2026）A2电池与智能制造馆的冠名企业 ，宁德时代在持续引领行业技术风向的 同时，进一步拓展了其在终端市场的应用版图。 中国储能产业发展的风向标 第十四届储能国际峰会暨展览会 ESIE 2026 时间： 202 6年3月3 1日- 4月3日 地点： 北京·首都国际会展中心 相关阅读 10GWh！宁德时代与欧洲最大资产管理机构达成合作 宁德时代2026将大规模应用钠电池，"钠锂双星闪耀"或成新趋势 规则在变，赢家重排：解析2025储能产业十大关键节点 联盟官微 关注政策、项目、企业、市场活动 联盟官方小秘书 入会、入群、产业交流、活动对接 根据协议，双方明确将于 2026年至2028年期间在储能业务领域 建立优先合作关系。合作 重点将聚焦于 电网侧储能及工商业储能项目 的落地实施。 此次合作将充分利用中国燃气覆盖2亿人口的终端用户网络及分布式落地优势， 结 合 宁 德 时代全球领先的储能技术，将储能成果加速应用至各地的综合能源项目中。 ...

文 | 爱沃新能源 2026年2月13日，天津爱沃新能源科技有限公司正式宣布完成新一轮战略融资，投资方为 物美通达投资 。值得注意的是，这是爱沃新能源在短短半个月内完成的第二笔融资。就在 1月29日，公司刚刚宣布完成由 超威控股领投，苏高新金控、英豪资本、新开湖基金 跟投 的 数千万元天使轮融资 。 连续两轮融资的快速落地，不仅彰显了资本市场对爱沃新能源核心技术与商业潜力的高度信 心，也为公司在富锂锰基正极材料领域的全球产业引领提供了坚实的资金保障。 爱沃新能源成立于 2025年2月19日 ，作为一家专注于新一代锂离子电池正极材料研发与 产业化的高科技企业，公司依托 陈军院士团队 在锰基材料领域深厚的前沿积累，并汇聚了 一支拥有全球顶尖车企、电池及材料企业数十年经验的研发与运营团队。 公司致力于开发高容量、高电压、高安全、长寿命的电池材料。 其核心自主研发的富锂锰 基正极材料技术 ，有望显著提升锂离子电池的能量密度和循环寿命， 为新能源汽车及储能 领域 提供更优质的解决方案。 凭借坚实的技术体系与高效的产业化能力，爱沃新能源已高效完成了富锂锰氧材料从实验室 研发到中试交付的关键跨越： 目前，爱沃新能源已与中国 ...

Core Viewpoint - The article discusses the significant policy breakthrough for China's new energy storage industry with the issuance of the "114 Document," which establishes a capacity pricing mechanism for independent new energy storage, marking 2026 as a pivotal year for market-oriented development in this sector [2][5]. Group 1: Policy Impact - The "114 Document" formally includes independent new energy storage in the generation-side capacity pricing mechanism, providing a clear revenue structure that enhances market confidence and supports sustainable industry development [2][6]. - The policy is expected to increase revenue by approximately 30%, providing a "bottom line" income that can cover bank interest costs, thus boosting investment confidence in the capital market [6][8]. - The document aims to clarify the role of energy storage as a key pillar for large-scale renewable energy development, addressing previous ambiguities in provincial policies [6][7]. Group 2: Industry Challenges - Despite the positive market sentiment, the industry faces challenges such as a 30% increase in investment costs since last year due to rising raw material prices, leading to a potential imbalance in supply and demand [5][8]. - There is a risk of blind expansion in production capacity, which could result in severe overcapacity and unhealthy competition in the future [5][8]. - The article highlights the need for caution against "resource occupation" risks, where companies may engage in land-grabbing without actual development, wasting critical resources [8]. Group 3: Future Outlook - The policy encourages a shift from low-level "price competition" to high-level "value competition," linking the quality and safety of energy storage to its value creation capabilities [7][8]. - The capacity pricing mechanism will provide a unified and fair competitive platform for various energy storage technologies, fostering innovation and competition in the sector [7]. - Specific provincial estimates indicate that capacity pricing could yield significant annual returns, with Gansu projecting over 0.2 yuan per kWh, which will help define clear financial boundaries for investment recovery [7].

Core Viewpoint - Penghui Energy is solidifying its leading position in the global energy storage market through continuous capacity expansion, as evidenced by its recent investment plans [3][4]. Investment Plans - On February 12, Penghui Energy announced two major investment projects: a 120Ah cell production project in Zhengyang, Henan, with an investment of 2.1 billion yuan, and a 587Ah and 120Ah battery production project in Yicheng, Zhumadian, with an investment of 1.2 billion yuan [3]. - The Zhengyang project will establish four production lines for 120Ah batteries, while the Zhumadian project will set up one production line for 587Ah batteries and one for 120Ah batteries, focusing on high-performance battery product development and production [3]. Strategic Goals - The purpose of these projects is to optimize capacity layout, meet future business development and market expansion needs, and enhance the company's business influence and overall competitiveness [3]. Funding Sources - The funding for these projects will come from the company's own or self-raised funds, with plans to use a combination of equity and debt financing methods, including but not limited to bank financing, convertible bonds, preferred shares, and private placements [3][4]. Current Production Bases - Currently, Penghui Energy has established production bases in multiple locations, including Guangzhou, Zhuhai, Zhumadian, Changzhou, Liuzhou, Foshan, Quzhou, Qingdao, and even in Vietnam [4].

Group 1 - The core viewpoint of the article highlights the significant achievements of Zhiguang Energy in securing large orders for energy storage systems, totaling over 1.2 billion yuan within a short period, showcasing market confidence in their technology [2] - Zhiguang Energy confirmed participation in the 14th International Energy Storage Summit and Exhibition (ESIE 2026), which will take place from March 31 to April 3, 2026, in Beijing [3] - The company signed a procurement contract worth 210.4 million yuan with China Electric Power Construction Group Hebei Electric Power Survey and Design Institute, indicating strong backing from a reputable state-owned enterprise [2] Group 2 - The recent contracts are expected to positively impact Zhiguang Electric's financial status for 2026 and beyond, reinforcing its leading position in the large-scale energy construction and power system market [2]

Group 1 - Inner Mongolia has surpassed California to become the world's largest regional energy storage market by 2025, driven by strong demand from large-scale wind and solar projects, indicating China's competitive advantage has expanded from manufacturing to large-scale project delivery and grid integration capabilities [4][6] - The energy storage sector is transitioning to a fully market-oriented era, with the National Development and Reform Commission and the National Energy Administration implementing new market rules that will shift energy storage operations from fixed arbitrage to algorithm-driven trading, enhancing revenue opportunities [6][7] - The release of the first national policy on virtual power plants marks a new phase of market-oriented development, with clear targets for capacity growth, indicating that user-side energy storage will increasingly participate in diversified trading for additional revenue [7][8] Group 2 - Chinese companies are accelerating overseas capacity layout to navigate stringent trade barriers in Europe and the US, shifting from merely exporting products to exporting capabilities, which enhances their global supply chain influence [10][11] - The mainstream energy storage cell specifications are evolving from 300Ah+ to 500Ah and 600Ah levels, leading to a surge in demand for large-capacity cells while smaller cell production is declining, indicating a shift in market competition towards system longevity and safety [11][12] - Grid-forming energy storage is becoming a standard requirement for large-scale renewable energy bases, with specific performance criteria set for stability, indicating a transition of energy storage from auxiliary equipment to critical stability components [13][14] Group 3 - AI technology is becoming a core driver for enhancing the value of energy storage assets, with applications in safety, trading, and operational efficiency, marking a shift towards a "software-defined" era in the industry [14][15] - The price of lithium carbonate has rebounded significantly, rising from approximately 60,000 yuan/ton to 120,000 yuan/ton within the year, indicating a shift in the cost structure of the industry and increasing pressure on downstream enterprises [15][17] - The implementation of mandatory national safety standards for electrochemical energy storage systems is raising safety thresholds, leading to a shift from reactive to proactive safety measures, which may accelerate the exit of less capable manufacturers from the market [19][20] Group 4 - A notable trend in the capital market is the "listing wave" in Hong Kong, with leading companies like CATL and others planning or executing listings, reflecting a revaluation of their global compliance and delivery capabilities [21][23] - This wave of listings not only signifies global capital's recognition of Chinese energy storage leaders but also highlights the need for stringent information disclosure and risk narratives to meet international investor scrutiny [23]