Core Viewpoint - The article highlights the progress of the national unified electricity market in China, with the recent transition of the Sichuan and Chongqing electricity spot market to continuous settlement trial operation, achieving the goal set by the National Development and Reform Commission and the National Energy Administration ahead of schedule [2][3]. Group 1 - The continuous settlement trial operation of the electricity spot market in Sichuan and Chongqing began on November 1, marking the completion of 18 provincial-level spot markets in operation, two months ahead of the 2025 target for nationwide coverage [2]. - The inter-provincial electricity spot market, which started trial operation in 2022, is set to officially operate on October 15, 2024, significantly enhancing the optimization of cross-province electricity resource allocation [2]. - In October, the first inter-regional electricity spot trading with the Southern Power Grid was conducted, with a maximum transaction of 1.8 million kilowatts and a total electricity volume of 4.23 million megawatt-hours, marking a key step in the construction of a unified national electricity market [2]. Group 2 - The company has actively promoted the construction of a national unified electricity market under the guidance of the National Development and Reform Commission and the National Energy Administration, forming a multi-level unified electricity market system characterized by "unified market and two-level operation" [3]. - The inter-provincial and intra-provincial electricity spot markets are operating efficiently in coordination, effectively playing a regulatory role in the market and providing strong support for electricity supply and energy transition [3]. - As the construction of the electricity spot market continues to advance, the organization of electricity production has largely transitioned to a market-oriented model, optimizing production organization methods and improving the efficiency and refinement of electricity production [3].

Core Insights - The article discusses the announcement of qualified suppliers for energy storage systems for the years 2025-2027 by China Energy Conservation and Environmental Protection Group [2][3]. Group 1: Supplier List - A total of 15 companies have been selected as qualified suppliers for energy storage systems, including notable firms such as Sungrow Power Supply Co., Ltd., CATL, and BYD Auto [2][3]. - The list includes both established companies and new entrants, indicating a competitive landscape in the energy storage sector [4]. Group 2: New Entrants - Nine companies are making their debut on the qualified supplier list, which includes CATL, Beijing Haibo Sichuang Technology Co., Ltd., and Envision Energy [4]. - This influx of new suppliers suggests a growing interest and investment in the energy storage market, potentially enhancing innovation and competition [4]. Group 3: Tender Requirements - The recent tender process introduced a new performance requirement, stating that contracts with a capacity of less than 15 MWh will not be counted towards cumulative supply performance [2]. - This change aims to ensure that suppliers have substantial experience and capacity in delivering energy storage solutions [2].

Core Insights - The energy storage system bidding scale in October reached 3.2GW/12.6GWh, showing a year-on-year increase of 56.6% in power and 116.8% in energy, but a month-on-month decrease of 39.6% in power and 37.9% in energy [2][4] - The EPC (including PC) bidding scale was 6.0GW/15.1GWh, with a year-on-year increase of 58.4% in power and 43.5% in energy, but a month-on-month decrease of 32.3% in power and 35.5% in energy [2][4] - The decline in bidding scale is attributed to the seasonal adjustment in the bidding market as project construction progresses towards the end of the year [4] Bidding Scale - The energy storage system bidding scale in October continued its downward trend, with a significant year-on-year increase but a month-on-month decline [3] - The total number of bidding segments tracked was 157, which is a decrease of 4.8% year-on-year and 31.4% month-on-month [2] Regional Distribution - Ningxia led the national EPC bidding scale in October with 3.46GWh, primarily due to multiple projects in the Zhongwei area [7] - Xinjiang ranked among the top three in national EPC bidding scale for six consecutive months, with a focus on grid-structured projects [8] - Henan's EPC bidding scale reached 1.8GWh, with over 50% from user-side projects [8] Bidding Prices - The average bidding price for 2-hour energy storage systems was 576.7 yuan/kWh, showing a slight year-on-year decrease of 0.3% and a month-on-month decrease of 2.3% [12] - The average bidding price for 4-hour energy storage systems increased by 45.9% month-on-month, primarily due to several grid-structured projects [12] - The average bidding price for EPC projects was 1061.9 yuan/kWh for 2-hour systems, reflecting a year-on-year increase of 13.3% but a month-on-month decrease of 2.5% [15]

Core Viewpoint - The successful commissioning of the 80MW/240MWh load-side energy storage project by Henan Jiyuan Steel Group marks a significant step towards the large-scale implementation of the "new energy + high energy-consuming" zero-carbon transformation model in China's steel industry, providing a replicable model for high energy-consuming industries such as steel, chemicals, and non-ferrous metals [2][4][11]. Group 1: Project Overview - The Jiyuan Steel 80MW/240MWh energy storage project is described as a "giant smart water pool" connected to the user side, significantly enhancing the power efficiency and green electricity absorption capacity of the Jiyuan Steel plant [4]. - The project utilizes Envision's 5MWh integrated AC/DC smart energy storage system, participating in grid peak shaving and demonstrating the maturity and replicability of zero-carbon technology solutions [4][6]. Group 2: Technical and Economic Benefits - The energy storage system is equipped with Envision's self-developed 315Ah energy storage cells, boasting a cycle life of 12,000 times, ensuring safe, stable, and efficient operation throughout its lifecycle [5]. - The AI-based Envision EnOS intelligent trading platform optimizes charging and discharging strategies, maximizing revenue by accurately predicting electricity market price nodes. The project is expected to save Jiyuan Steel millions of yuan in electricity costs annually [6][11]. Group 3: Industry Impact and Future Prospects - The project is seen as a foundational step for promoting energy-saving and low-carbon development in the steel industry, with the potential for broader application across the city, province, and entire steel sector [7][9]. - The collaboration between Envision and Jiyuan Steel is positioned as a new starting point for deepening cooperation, aiming to integrate zero-carbon technology capabilities with industrial foundations to create a new ecosystem for green industrial systems in Henan [9][11].

在全球能源结构加速转型与"双碳"目标深入推进的大环境下，储能产业已从规模化扩 张阶段，迈入到以"生产制造提质、产品设计升级、交易手段优化"为核心的高质量发 展关键期。 1 0月31日，"走进北京新型储能示范区（中关村房山园）暨储能产业链智能升级沙龙"在 房山区中关村新兴产业前沿技术研究院成功举办。本次沙龙以"跨界融合，协同进化：构 建储能全链条智能新图景"为主题，通过深入探讨储能与数字智能的融合创新，推动产业 链各环节协同突破，助力企业在全链条智能化方向实现从"技术应用"到"价值创造"的跨 越。 活动由中关村房山园管委会区科委、中关村储能产业技术联盟联合主办，智能网协办，北 京海博思创科技股份有限公司、新源智储能源发展（北京）有限公司联合支持。近7 0位来 自科研院所、代表企业的嘉宾齐聚一堂，共商技术智能升级路径，共探产业发展新机。 文 | 中关村储能产业技术联盟 北京市房山区政府陈仲秋副区长 在活动中致辞，他表示房山区秉承着重点园区特色化 发展的工作要求，以高标准推进园区建设，聚焦绿色能源产业发展要素，打造北京高端 制造业基地，已形成以新型储能、氢能为主导的绿色能源产业格局。未来，将继续立足 北京储能产业示 ...

Core Viewpoint - South Korean battery companies are shifting production lines from electric vehicle batteries to energy storage batteries, particularly in the North American market, driven by changes in demand and new policies [5][6]. Group 1: Strategic Adjustments by Companies - Major South Korean battery manufacturers, including LG Energy Solution, Samsung SDI, and SK On, are all adopting similar strategies to enhance their presence in the North American energy storage market [5][6]. - LG Energy Solution and Stellantis have established NextStar Energy in Canada, which will expand its production lines to include energy storage batteries, enhancing its product matrix [2][3]. Group 2: Production Capacity and Technology - NextStar Energy's factory in Windsor, Ontario, is set to begin commercial production of battery units for energy storage projects in November, with a new lithium iron phosphate (LFP) production line added to meet market demand [3][4]. - The LFP production line will operate alongside the existing nickel-cobalt-manganese (NMC) production line, allowing NextStar Energy to cater to both energy storage and electric vehicle battery needs [3]. Group 3: Workforce and Training - NextStar Energy has hired over 1,000 employees, most of whom have undergone specialized training through a dual-track system that includes direct training and a program developed with Battery Boost [4]. Group 4: Market Trends and Future Plans - The U.S. market is experiencing rapid growth in energy storage due to new policies, while demand for electric vehicles has slowed, prompting companies to adjust their production capacities [5]. - LG Energy Solution aims to achieve an annual production capacity of 30 GWh for energy storage systems in Michigan by the end of 2026 [8]. - Samsung SDI plans to reach a similar annual production capacity of 30 GWh in the U.S. by the end of 2026 and will introduce two 20-foot containerized energy storage solutions [8]. - SK On has signed agreements to supply LFP materials and energy storage systems in North America, further solidifying its market position [8].

Core Viewpoint - Chinese energy storage companies are making significant strides in international markets, achieving over 56 GWh of project collaborations globally, showcasing the competitiveness of Chinese energy storage technology [2]. Group 1: Major Collaborations and Agreements - Xiamen Haicheng Energy Storage Technology Co., Ltd., Aton Energy Technology PTE. LTD, and Wuxi Boda New Energy Technology Co., Ltd. signed a strategic cooperation agreement to jointly promote at least 10 GWh of energy storage projects over the next three years in key markets including the US, Europe, and Asia-Pacific [3]. - Star Charge Americas signed a master service agreement with Beneficial Holdings, Inc. to launch large-scale battery storage projects in the US and Puerto Rico, with a total installed capacity exceeding 32.24 GWh and a total value of over $3.2 billion (approximately 227.82 billion RMB) [4]. - Trina Storage signed a memorandum of cooperation with Pacific Green Energy Group Pty Ltd to deliver a total scale of up to 5 GWh of battery storage systems between 2026 and 2028 [6]. - Trina Solar's subsidiary signed a sales contract for over 1 GWh of energy storage products with a European customer, utilizing the new generation flexible storage battery cabin Elementa 2 Pro [7]. - Trina Storage is collaborating with Atlas Renewable Energy to develop a grid-connected storage project in Chile with a capacity of 233 MW/1003 MWh [8]. Group 2: International Projects and Developments - Equator Renewables Asia and China National Nuclear Corporation signed a cooperation agreement to develop a 900 MWp solar and 1.2 GWh battery storage project in Indonesia, aimed at supplying green electricity to Singapore [9]. - Haibo Innovation achieved significant breakthroughs in the EMEA region, signing multiple energy storage projects in Greece, Estonia, Lithuania, Côte d'Ivoire, and Zimbabwe, including a 45 MWh grid-side independent storage project in Greece [10][11][12][13]. - Nandu Power won a bid for a lithium battery equipment procurement project in a large-scale AIDC park in Texas, with a bid amount of 478 million RMB [14]. - BYD signed a deal with Skysense in Mexico to deploy 300 MWh of storage capacity by 2026, primarily using BYD's MC Cube-T BESS products [16]. - Ronghe Yuanshu won a bid for a 40 MWh storage project in Guinea, utilizing its Enprime-Y liquid-cooled storage container [17]. - Jingkong Energy signed a strategic cooperation agreement with Club Solar in Australia to promote the deployment of 2 GWh of household energy storage systems [18]. - Zhuoyang Energy secured a 400 MWh order in Europe and initiated the construction of a 6 GWh storage factory in Hungary, expected to be operational by 2026 [19]. - Maitian Energy signed a strategic cooperation agreement with top renewable energy distributors in Australia, totaling 4 GWh [20]. - Qikong Energy received an order exceeding 30 million RMB for a North American AIDC storage project, with plans to exceed 100 MWh by 2026 [21].

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11月电网代理购电价格，截止发稿，除云南以外，其他地区均已发布。 核心要点： 11月，还在执行尖峰电价的有6个地区：广东、山东、冀北、河北南、湖北、新疆， 仅山东、河北南、江西执行深谷电价。 共 有 19 个 地 区 最 大 峰 谷 价 差 超 过 0.6 元 / kWh ， 1 9 个 地 区 高 峰 平 段 价 差 超 过 0.3 元/ kWh。 价 差 排 名 ： 广 东 地 区 最 大 峰 谷 价 差 保 持 首 位 ， 其 中 珠 三 角 五 市 最 高 达 到 1 . 2 7 3 4 元/ kWh，较上月下降3%，较去年同期上升7.1%；其次是河南1 . 0 4 4 8元/ kWh、山东 1.0183元/ kWh、海南0.913 4元/ kWh、天津0.8117元/ kWh等。 与 去 年 同 期 相 比 ， 25 个 省 份 最 大 价 差 呈 缩 小 态 势 ， 同 比 降 幅 较 明 显 的 是 黑 龙 江 （ - 5 6 . 6% ） 、 吉 林 ...

Core Viewpoint - The forum highlighted the global consensus on energy transition and the critical role of new energy storage technologies in achieving high-quality development and supporting renewable energy integration [2][9][33]. Summary by Sections Forum Overview - The 8th China International Import Expo featured a parallel forum on new energy storage, emphasizing global attention on energy transition [2]. - The forum was co-hosted by various national and international organizations, showcasing a strong collaborative spirit in the energy sector [4][5]. Keynote Addresses - The Vice Administrator of the National Energy Administration emphasized China's rapid development in new energy storage, with installed capacity exceeding 100 million kilowatts by September 2025, and investments surpassing 200 billion yuan [9]. - Nicaragua's advisor highlighted the country's commitment to diversifying its economy and enhancing energy supply through renewable sources, seeking deeper partnerships with Chinese companies [11]. - The Deputy Director of the Ministry of Commerce noted the expansion of China's energy storage enterprises in international markets, contributing significantly to global energy transition [13]. Industry Insights - The Deputy Director of the Energy Conservation and Technology Equipment Department outlined the rapid growth of new energy storage in China, emphasizing the need for innovation and a supportive environment for technology and industry development [15]. - A Nobel laureate discussed the global challenges of greenhouse gas reduction and the importance of diverse technologies, including energy storage, to achieve climate goals [17]. - The Chief Engineer of State Grid Corporation highlighted the critical role of new energy storage in enhancing system regulation and energy security, while addressing challenges in planning and safety standards [19]. Regional Practices - The Director of the Shandong Energy Bureau shared the province's leadership in new energy storage, with operational capacity reaching 974,000 kilowatts, focusing on market mechanisms and resource aggregation [25]. - A Tsinghua University professor analyzed China's dual-driven mechanism of government and market, which has successfully propelled the rapid growth of the energy storage industry [27]. Future Directions - The founder of the Zhongguancun Energy Storage Industry Technology Alliance noted the transition from policy-driven to market-driven development in the energy storage sector, emphasizing the need for innovation and efficiency [31]. - The Vice President of EVE Energy discussed the global growth of the energy storage market and the importance of adapting to local ecosystems for successful international expansion [33]. Conclusion - The successful hosting of the new energy storage forum provided a valuable platform for global collaboration and consensus on key issues such as technology innovation, market mechanisms, and international cooperation, contributing to the optimization of global energy structures and sustainable development goals [33].

Core Viewpoint - Xingchen New Energy successfully completed over 300 million RMB in Series A financing, highlighting market recognition of the company's technology and growth certainty [2] Group 1: Financing and Investment - The financing round included strategic investors such as CITIC Construction Investment, Sichuan Green Low-Carbon Industry Fund, Changshi Investment, and Shaoxing Xinghui Fund, indicating strong institutional backing [2] - Sichuan Green Low-Carbon Industry Fund is a sub-fund of the national green fund, recognized as a benchmark institution for promoting green low-carbon industries [2] - The diverse investor lineup underscores the unique value and development prospects of Xingchen New Energy in the energy storage sector [2] Group 2: Company Development and Strategy - Since its establishment in 2021, the company has focused on technological innovation, particularly in the all-vanadium flow battery technology field, expanding into energy storage hardware and software [4] - The company has transitioned from a single equipment manufacturer to a comprehensive energy storage investment and operation provider [4] - In the first half of 2025, Xingchen New Energy achieved significant market expansion by securing three large-scale energy storage projects in the Mengxi region, with a total installed capacity of 0.75 GW / 3 GWh [4] Group 3: Future Plans - Following the financing, the company plans to enhance research and development in all-vanadium flow technology and build a trading operation system platform to strengthen power station operation capabilities [4] - The company aims to promote the application of trading-type mixed storage power stations in more regions and achieve nationwide coverage of key renewable energy base projects within three years [4] - Continuous technological innovation and model optimization are expected to create sustained, stable, and maximized value for customers [4]