Core Viewpoint - The construction of the Kubuqi Desert New Energy Base in Inner Mongolia marks a significant step in China's renewable energy development, aiming to enhance the green energy structure in North China and promote ecological restoration [2][5][7]. Group 1: Project Overview - The Kubuqi Desert New Energy Base is the first large-scale "sand-gobi-wasteland" wind and solar power base in Inner Mongolia, with a total investment of 98.8 billion yuan, planning to build 8 million kilowatts of solar power and 4 million kilowatts of wind power, along with supporting coal power and new energy storage [2][5]. - The project is expected to be completed and operational by the end of 2027, with an annual electricity supply of approximately 36 billion kilowatt-hours to the North China power grid, of which 60% will be renewable energy [5]. Group 2: Environmental Impact - The base will reduce standard coal consumption by about 6.4 million tons and cut carbon dioxide emissions by approximately 16 million tons annually, contributing to the green transformation of the energy structure in North China [5]. - The Kubuqi Desert Base has already established 13.06 million kilowatts of renewable energy capacity and has implemented a "photovoltaic + desertification control" model, restoring around 300,000 acres of desertified land [5][7]. Group 3: Broader Context - Inner Mongolia has approved six large-scale "sand-gobi-wasteland" wind and solar power bases, with a total planned renewable energy capacity of 72 million kilowatts, which will supply 216 billion kilowatt-hours of electricity annually to North, East, and Central China [7]. - The green electricity proportion is expected to be around 60%, leading to a reduction of approximately 38.4 million tons of standard coal consumption and nearly 100 million tons of carbon dioxide emissions, while also promoting ecological restoration in several deserts [7].

文 | 天合储能 天合 储 能近日宣布与日本 汤 浅商社株式会正式签署大型储能 业务战 略合作协议（ MOU ）。根据 协议 ， 双方将从 2025 年起，向日本市 场 供 应总计 500MWh 的大型 储 能系 统 ，可满足数万户家庭一整晚的用电需求。 这 一合作将 显 著加快天合 储 能在日本的市 场 布局与 业务 拓展 进 程。 作 为 全球 领 先的 储 能解决方案提供商，天合 储 能始 终 致力于推 动 全球脱碳化与 绿 色能源 转 型。本次与 汤浅商社的 战 略合作，将 为 日本提供 稳 定、高效的 储 能系 统 ，促 进 可再生能源的高效利用，并 为实现 碳中和目 标贡 献力量。天合 储 能将 继续 秉 持" 用太阳 能造福全人类"的使命，与合作伙伴携手共建可持续发展的未来。 ESIE 2026 储能产业发展的风向标 预定展位详情咨询： 曹先生 1 3552 71 21 89 王先生 1 3581 88 55 20 李先生 1 3581 74 16 80 近年来，日本在可再生能源引入、脱碳社会建 设 以及能源安全保障方面持 续 加 码 。随着太阳能、 风 能等可再生能源比例不断提升， 电 网 平 ...

文 | 中关村储能产业技术联盟 中关村储能产业技术联盟始终以规范、及时、全面的信息收录标准，持续追踪储能项目动态。依托 长期积累的扎实数据与深度专业研判，联盟定期输出储能装机市场的客观分析文章，为产业同仁提 供市场决策参考。由于源网侧储能市场与用户侧储能市场存在典型差异，自2025年6月起，储能项目 月度分析已细化为"源网侧市场"和"用户侧市场"两篇内容，本期聚焦8月用户侧市场展开解读。 8月源网侧储能市场项目分析已发布，详情点击： 8月新型储能装机2 . 9GW/ 7 . 9 7GWh，大 基地等源侧储能同比+2 8 5%/+354% 8月新型储能项目整体分析 根据CNESA Da t aLi n k全球储能数据库 不完全统计， 2025年8月，国内新增投运新型储能 项目装机规模共计2 . 9 0GW/ 7 .97GWh，同比+30%/+43%，环比- 11%/- 1 0%。 8月新增装机 规模继续回落，但环比降幅小于去年同期。 图1 2025年1-8月中国新增运行新型储能项目装机规模 数据来源：CNESA DataLink全球储能数据库https://www.esresearch.com.cn/ 备注：同 ...

Core Viewpoint - The commencement of the 80GWh lithium battery project by Chuangneng New Energy in Yichang marks a significant step in enhancing the local economy and the renewable energy sector, with expectations of substantial job creation and production capacity [2][4][5]. Group 1: Project Overview - The new project is part of the second phase of the Chuangneng New Energy lithium battery industrial park, which is planned to have an annual production capacity of 80GWh, focusing on energy storage batteries, power batteries, and Pack modules [4][5]. - The project is expected to create over 6,000 jobs and generate an annual output value of 22 billion yuan, contributing to the optimization of the industrial structure and economic improvement in Yichang and Hubei Province [4][5]. Group 2: Leadership and Commitment - Local leaders and company executives expressed their commitment to the project, emphasizing the importance of collaboration and support from the Yichang government in creating a favorable business environment [7]. - The project is seen as a crucial part of Chuangneng's strategic goal to establish a significant presence in the lithium battery industry, aiming to make Yichang a major hub for lithium battery production in China [7]. Group 3: Future Prospects - The project covers nearly 5,000 acres and integrates research, production, and manufacturing of energy storage batteries, power batteries, and energy management systems, positioning it as a high-tech industrial base [7]. - The successful launch of the second phase is anticipated to accelerate the development of a leading industrial cluster with a production value exceeding 100 billion yuan, contributing to China's carbon peak and carbon neutrality goals [7].

文 | 中关村储能产业技术联盟 根据中关村储能产业技术联盟（CNESA）Da t aLi n k全球储能数据库的不完全统计，全国 各地已陆续发布1 0月电网代理购电价格，截止发稿，除贵州、河南、上海、蒙西、吉林、 云南以外，其他地区均已发布。 核心要点： 10月，多地不再执行迎峰度夏期间的尖峰深谷电价，还在执行尖峰电价的有5个地 区：广东、山东、冀北、河北南、湖北，仅山东、浙江、江西执行深谷电价。 共有 1 6个 地区最大峰谷价差超过0.6元/ kWh， 15个 地 区 高 峰 平 段 价 差 超 过 0 . 3 元/ kWh。 价差排名：由于广东地区仍在执行尖峰电价，最大峰谷价差排在首位，其中 珠 三 角 五 市 最 高 达 到 1.3 1 3 2 元 /kWh ， 其 次 是 海 南 1.0203 元 / kWh 、 山 东 0.9678 元/ kWh、浙江0 . 9 3 5 7元/ kWh、湖南0.9198元/ kWh等。 与去年同期相比，今年最大价差呈缩小态势，10月仅10个地区有所增长。同比降 幅 较 明 显 的 是 甘 肃 （ - 87.2% ） 、 黑 龙 江 （ - 44.8% ） 、 江 苏 ...

文 | 河北省发改委 9月2 6日，河北省发改委正式下发《河北南网深化新能源上网电价市场化改革实施方案》 《冀北电网深化新能源上网电价市场化改革实施方案》《河北省深化新能源上网电价市场 化改革增量新能源项目竞价工作方案》。 文件提到，不得向新能源不合理分摊费用。取消新能源强制配置储能要求， 2 0 2 5年2月9 日前批复的新能源项目全生命周期配建（租赁）储能；2025年2月9日后批复的项目不再 要求强制配置储能，鼓励通过租赁独立储能容量等方式配置调节资源，提升新能源调节性 能。 参照河北南网工商业用户尖峰电价水平，各类市场主体申报和出清价格上限设为1 . 2元/千 瓦时（含税、下同）；申报和出清价格下限设为0元/千瓦时。 一、存量项目 1、电量规模 集中式风电70%、集中式光伏40%（其中扶贫部分100%）、10kV及以上并网的工商业分 布式光伏80%、其余分布式光伏和分散式风电1 0 0%。 对于同一电站兼具多种类型电量的，按相应类型容量占比加权确定其执行机制电量的最高 比例。 2、机制电价 河北南网：0 . 3 6 4 4元/千瓦时。 冀北电网：0 . 3 7 2元/千瓦时。 3、执行期限 全生命周期合 ...

Group 1 - The core viewpoint of the article is the announcement of a centralized bidding project by China Telecom Hunan for energy storage system construction from 2025 to 2027, with a total estimated budget of RMB 1,257,544,465.44 (including tax) [2][4] - The project involves the procurement of comprehensive construction contracts for energy storage systems across 14 cities and large data center parks in Hunan Province [4][6] - The planned construction period is set at 3 months for individual communication station energy storage systems and 6 months for individual data center energy storage systems [4][6] Group 2 - The project will not be divided into sections, and only one winning bidder will be selected based on the highest comprehensive score [8] - The maximum bid limit is set at RMB 125,754,465.44, with specific limits for equipment and construction portions [9] - Bidders must meet specific qualifications, including having a valid construction enterprise safety production license and relevant construction qualifications [10][11] Group 3 - The bidding process includes a qualification review, and any bids that do not pass this review will be rejected [16] - Bidders must register on the China Telecom Sunshine Procurement website to obtain bidding documents, which are free of charge [17][18] - The deadline for submitting bids is set for October 21, 2025, at 09:30 AM (Beijing time) [20]

Core Insights - Shell (Shanghai) Technology Co., Ltd. and Chongqing Qing'an Energy Co., Ltd. signed a strategic cooperation agreement to deepen their existing collaboration in the energy storage sector, focusing on core technologies and market demands [2] - The partnership will emphasize the development and promotion of lithium-ion battery immersion energy storage systems, including technical collaboration, product compatibility testing, industry standard formulation, joint brand promotion, and global supply chain support [2] - A new product, the world's first direct cooling immersion energy storage system, was launched, addressing industry pain points such as high costs, limited efficiency, and safety concerns through technological innovation [3] Summary by Sections - **Strategic Cooperation Agreement**: The agreement aims to create a comprehensive collaborative development system in the energy storage field, focusing on lithium-ion battery technologies and market needs [2] - **Product Launch**: The direct cooling immersion energy storage system was developed to tackle prevalent industry challenges, providing innovative solutions for energy storage equipment upgrades [3] - **Industry Context**: The energy storage equipment market is highly competitive, with significant challenges that the new product aims to resolve [3]

Core Viewpoint - The National Development and Reform Commission and the National Energy Administration of China have set a target for new energy storage installations to exceed 180 million kilowatts by 2027, which is expected to create significant market demand and has already been reflected in the capital market with many storage companies reaching new stock price highs [2][13]. Group 1: Market Demand and Production Capacity - The production lines of energy storage equipment manufacturers are currently operating at full capacity due to the booming market demand for energy storage components, particularly battery cells [5][9]. - The demand for energy storage battery cells is strong, with leading battery companies reporting full production and some orders extending into early next year [13]. - The new action plan aims to stimulate an investment of approximately 250 billion yuan in new projects by 2027 [13]. Group 2: Revenue Models and Market Participation - The action plan encourages new energy storage to participate in the electricity market and accelerate the establishment of pricing mechanisms [15]. - Energy storage projects are now able to generate multiple revenue streams by participating in various electricity market transactions, enhancing their operational capabilities and profitability [23][29]. - The National Grid's utilization of regional energy storage resources has demonstrated significant economic benefits, establishing a clear and sustainable market-based profit model for storage projects [25][27]. Group 3: Cost Trends and Future Outlook - The cost of lithium battery storage systems has decreased by approximately 80% compared to three years ago, with some regions achieving a cost of less than 0.2 yuan per kilowatt-hour [43]. - The demand for lithium carbonate, a key raw material for battery production, is expected to remain strong, with prices currently ranging from 72,000 to 75,000 yuan per ton [37]. - By 2035, China's total installed capacity for wind and solar power is targeted to reach 360 million kilowatts, which will drive significant demand for energy storage systems [45].

今 晚 8 点 半 ， 锁 定 CCTV- 2 央 视 财 经 《 国 内 外 需 求 叠 加 新 型 储 能 市 场 " 一 芯 难 求"》。 记者将深入储能企业生产线、项目现场展开实地调研，对话行业龙头负责人与权威专家， 带你全方位揭秘新型储能行业的供需实况、盈利逻辑与未来前景。 以下中关村储能产业技术联盟常务理事单位领导接受了采访： 陈海生 中关村储能产业技术联盟理事长 张剑辉 北京海博思创科技股份有限公司董事长 连湛伟 新源智储能源发展（北京）有限公司董事长 田庆军 远景储能总裁 ESIE 2026 储能产业发展的风向标 文 | 中关村储能产业技术联盟 国家发展改革委、国家能源局近日发布《新型储能规模化建设专项行动方案》，到2027 年，中国新型储能装机规模将达到1 . 8亿千瓦以上，新型储能规模化发展迎来新的重要拐 点。 预定展位详情咨询： 曹先生 13 5 5 2 7 1 2 1 8 9 王先生 13 5 8 1 8 8 5 5 2 0 李先生 13 5 8 1 7 4 1 6 8 0 相关阅读 重磅 | 2027新型储能装机180GW！两部门印发新型储能规模化建设专项行动方案 储能10项！国家能 ...