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 ...

Core Viewpoint - The National Energy Administration has announced the fifth batch of major technological equipment in the energy sector, including 82 items, with a focus on energy storage technologies, highlighting the importance of innovation and supply chain security in the energy industry [2][8]. Summary by Sections Major Technological Equipment - A total of 82 technological equipment items have been included in the fifth batch of major technological equipment in the energy sector, with 10 projects specifically in the energy storage field [2][8]. - Notable energy storage systems include a 6MWh prefabricated lithium-ion battery storage system, a high-voltage direct-connected grid-type storage system, and a dynamic reconfigurable battery storage system [2][6]. Research and Development Units - Various research and development units are involved in the creation of these technologies, including China Railway Engineering Design Consulting Group, the Chinese Academy of Sciences, and Ningde Times New Energy Technology Co., Ltd. [4][5][6]. - The equipment is being developed for specific projects, such as the 155MW/310MWh storage project in Jinxing County by Times Green Energy [4][5]. User Units and Projects - User units for these technologies include major energy companies like China Huadian Corporation and Qinghai Ruineng New Energy Co., Ltd., with projects located in regions such as Qinghai and Gansu [4][5][6]. - Specific projects mentioned include a 100MW/400MWh compressed air storage project and a 250MW/1000MWh vanadium flow battery storage project [5][6]. Policy Support - The announcement outlines various policy supports for the application of these major technological equipment, including priority in planning and approval processes for related projects [8][9]. - There are provisions for non-bidding procurement methods to ensure the implementation of these technologies [9]. Reporting and Evaluation - The development units and user units are required to report progress and conduct self-evaluations after one year of operation for the projects [9][10].

文 | 宁夏回族自治区发展改革委 9月2 6日，宁夏回族自治区发改委发布《关于做好分布式新能源参与电力市场交易有关事 项的通知》。通知明确： 入市方式 分布式（含分散式）新能源项目（以下称"分布式新能源项目"）可按以下任一方式进入市 场： 1 . 直 接 参 与 市 场 交 易 。 分 布 式 新 能 源 项 目 在 交 易 平 台 完 成 市 场 注 册 ， 自 主 参 与 市 场 交 易。 2 . 聚 合 参 与 市 场 交 易 。 分 布 式 新 能 源 项 目 在 交 易 平 台 完 成 市 场 注 册 ， 并 与 负 荷 聚 合 商 （含虚拟电厂，下同）建立代理关系。 3 .作为价格接受者参与市场交易。 分布式新能源项目无需在交易平台注册。 聚合管理 1 .聚合范围。 分布式新能源项目可自主选择负荷聚合商，负荷聚合商以现货市场出清节 点为边界建立聚合单元，同一家负荷聚合商按其代理聚合范围可建立不同的聚合单元，并 以聚合单元为单位参与市场交易，聚合单元内的聚合资源不超出同一现货出清节点。 2 .聚合代理。 分布式新能源项目与负荷聚合商建立聚合关系时可参考合同模板（由交易 机构另发）签订聚合代理合同。 ...

文 | 阳光电源 9月2 4日，由中国电机工程学会组织，来自中国电机工程学会、国家电网、南方电网、电 规总院的15名权威专家组成鉴定委员会，鉴定一致通过了 阳光电源"全网况风光储构网系 统的关键技术及应用"，达到国际领先水平。 作为深耕构网领域20年，拥有超8 7 0GW全球最多并网实战经验的阳光电源来说，攻克这 些构网技术关键难题并不令人意外。 该企业拥有全球电力电子设备及系统供应商中的全球最大规模仿真实测平台，以及全球最 多国家和电网准入许可。 这些国家的场景资源、并网规则和准入标准都不同，阳光电源 需要针对不同国家、地区差异化的电网场景，因网制宜地科学设计，"好比将江湖上不同 门派的武学精髓都学了一遍。"阳光电源副董事长顾亦磊在鉴定会现场提到。 事实上，阳光电源的构网技术已经在多个国家和地区展现了其"功力"。在沙特NEOM，采 用阳光电源系统的全球最大风光储氢多能互补构网型项目已经并网成功；在英国门迪，阳 光电源多个百兆瓦级电网侧储能系统秒级响应，瞬间输出占当时英国电网储能调频响应总 功率1 0%的瞬时功率，助力跌落至4 9 . 3Hz的电网频率5分钟内恢复正常，避免了大范围停 电事故；澳洲帕马斯顿，首 ...

文 | 中国电力报 9 月 2 5 日 从 三 峡 集 团 获 悉 ， 大 规 模 先 进 电 力 储 能 关 键 技 术 研 究 与 示 范 项 目 —— 5 0 兆 瓦/ 100兆瓦时 数字储能示范工程，于9月24日在内蒙古自治区三峡乌兰察布新一代电网友 好绿色电站项目2号场站通过验收。该工程为 全球首座百兆瓦时级数字储能电站 ，其成 功验收标志着我国数字储能技术从科研攻关迈向规模化工程应用。 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 该项目由三峡科研院牵头，联合清华大学共同研发，由46个容量为1.075兆瓦/ 2 . 15兆瓦时 的储能集装箱构成，包含数字能量交换系统、数字储能集成系统、能量管理与智能运维平 台三大核心组件。 项目所在的三峡乌兰察布新一代绿色友好电站，总装机200万千瓦，配套55万千瓦电化学 储能。该场站以"源、网、储"整体联动为示范，可缓解电网灵活性调节压力，提升地区清 洁能源消纳水平。 ESIE 2026 储能产业发展的风向标 相关阅读 2025"钠离子电池 ...

Core Viewpoint - Chuangneng New Energy has launched a new generation 588Ah large-capacity energy storage battery, showcasing advanced technology in materials, structural processes, and intelligent manufacturing [2][3]. Group 1: Product Features - The new 588Ah battery achieves a breakthrough in winding technology with an energy density of 190Wh/kg and a volume energy density of 419Wh/L, with an energy efficiency of 96.5%, reaching industry-leading levels [3]. - The CTP2.0 energy storage PACK solution reduces material types and quantities by 20%, with a single PACK mass energy density of 170Wh/kg and a volume energy density of 285Wh/L, leading globally [3]. - The "Transformable King" system platform allows for flexible combinations based on project requirements, with standard capacities of 3.13MWh for a 10-foot container and 6.26MWh for a 20-foot container, enhancing adaptability to diverse applications [4]. Group 2: Reliability and Safety - The 588Ah battery utilizes a mature material system and manufacturing process from the previously mass-produced 472Ah battery, ensuring reliability and rapid mass production [5]. - A comprehensive safety system is established, focusing on prevention, control, and protection, with innovative designs to reduce internal short circuits and lithium plating risks [5]. Group 3: Longevity and Cost Efficiency - The 588Ah battery boasts a cycle life exceeding 1200 times, addressing battery degradation issues through advanced technologies [5]. - The application of the "Transformable King" system platform is expected to reduce land area by 20% and the number of prefabricated cabins by 27%, while operational costs are projected to decrease by over 20% [4].