Core Viewpoint - Google is making a significant move in the energy sector by acquiring Intersect Power for $4.75 billion, aiming to secure energy supply for its AI data centers [3][4][5] Group 1: Acquisition Details - The acquisition involves $4.75 billion in cash and debt assumption, focusing on future clean energy projects and storage systems rather than existing assets [3][4] - The total capacity of the projects included in the acquisition is expected to reach 10 GWh [4] Group 2: Strategic Intent - The acquisition aims to create a dedicated "generation + storage" loop for AI data centers, bypassing traditional power grids [5][6] - Alphabet's CEO emphasized that Intersect will aid in synchronizing power generation and storage systems to meet the increasing load of new data centers [6] Group 3: Energy Demand Challenges - The rise of generative AI is leading to a significant increase in energy consumption, with power demand in data center hubs like Texas and California expected to multiply by 2030 [6] - AI data centers require a power supply reliability of 99.999%, which traditional grids struggle to provide [7] Group 4: Role of Battery Storage - Battery storage systems are identified as crucial infrastructure for balancing intermittent renewable energy and ensuring 24/7 uninterrupted power supply [8] Group 5: Industry Collaboration - Intersect has a long-standing partnership with Tesla, and Google's acquisition brings Tesla into the collaboration circle [9][10] - Intersect is already utilizing Tesla's Megapack storage systems in various projects and has signed a contract for 15.3 GWh of Megapack supply, making it one of the largest purchasers [10][11] Group 6: Global Landscape - Chinese companies have been proactive in the global "data center + storage" sector, with numerous firms like Sungrow, Huawei, and others participating in energy solutions for data centers [12] - The Chinese supply chain is becoming a vital force in supporting the global energy transition for AI data centers [12] Group 7: Industry Trends - Google's acquisition reflects a global trend where energy storage solutions integrated with data centers are becoming a core focus in the tech and energy sectors [13] - The upcoming ESIE 2026 conference will highlight this trend, featuring discussions on how storage technology can ensure reliable power supply and enhance energy efficiency for data centers [14][15]

Group 1 - The core viewpoint of the article highlights the significant procurement of energy storage cells by CRRC from CATL, indicating a strong demand in the energy storage sector for the coming years [2] - CRRC's procurement includes two segments: 8 million units of 314Ah energy storage cells and 6.4 million units of 587Ah lithium iron phosphate cells, totaling approximately 20.06GWh in procurement scale [2] - Since 2025, CATL has secured over 300GWh in large orders, including a three-year cooperation memorandum with Siyuan Electric targeting a collaboration volume of 50GWh [3] Group 2 - CATL has confirmed its sponsorship of the 14th International Energy Storage Summit and Exhibition (ESIE 2026), showcasing its commitment to the energy storage industry [4] - Recent agreements include a framework supply agreement with Singapore's renewable energy developer Vena Energy for a 4GWh battery storage system, and a memorandum with Marubeni Corporation for a 2.4GWh grid-side storage project in Japan [4] - CATL has also signed a strategic cooperation agreement with Haibos for a ten-year period, with a minimum cumulative storage procurement of 200GWh in the first two years [4]

Core Viewpoint - The article highlights the launch of the world's first ultra-high temperature heat pump energy storage technology, "Shu Nuo," by the State Power Investment Corporation, emphasizing its significance in the context of China's dual carbon goals and the urgent need for long-duration energy storage solutions [2][3]. Group 1: Technology Overview - The "Shu Nuo" technology represents a breakthrough in long-duration energy storage, transitioning from an optional to a necessary component in energy transformation [3]. - The technology has achieved a system configuration, core equipment, and control technology with complete independent intellectual property rights, establishing a heat pump energy storage technology system [3][7]. - The pilot system has a capacity of 1 MW and can store 4 MWh of energy, with performance tests confirming that all core parameters meet or exceed design specifications [4][7]. Group 2: Advantages of "Shu Nuo" - Compared to traditional energy storage technologies, "Shu Nuo" offers significant advantages, including high flexibility in deployment, with no reliance on specific geographical conditions [5]. - The system maintains a cycle efficiency of over 65%, with stable efficiency across different loads, and can store heat at temperatures above 560°C and as low as -60°C [5]. - The energy density of the system can reach 80-120 kWh/m³, significantly surpassing conventional compressed air energy storage, allowing for over ten times the energy capacity in the same space [5]. Group 3: Application Scenarios - The technology is applicable in various scenarios, including high-quality combined heat and power generation, coupling with large-scale renewable energy bases, coal, nuclear power, and high-energy-consuming industries [5][11]. - It addresses issues related to the consumption of large-capacity renewable energy, reduces curtailment of wind and solar power, and enhances the flexibility of traditional power sources [11]. - The heat pump energy storage technology aligns with China's current energy development trends and is expected to play a crucial role in the construction of a new power system and ensuring stable power system operations [11]. Group 4: Future Development - The State Power Investment Corporation plans to continue investing in research and development in the heat pump energy storage field, promoting the integration of source, grid, load, and storage [11]. - The successful pilot project marks a significant step towards the industrialization of long-duration heat pump energy storage technology [7].

文 | 中关村储能产业技术联盟 近日 ，甘肃省能源局印发《关于加强新型储能项目管理有关事项的通知》。通知对强化储能项目备案管理、落实国家不再强制配储政策、科学引导 新型储能发展布局、持续优化新型储能接网服务四个方面做出详细规定。 一、强化储能项目备案管理 规范储能备案管理 ：各市（州）能源主管部门要指导各县强化新型储能相关政策的宣传解读， 引导备案企业科学开展投资收益分析和经济性测算 ，有序开展储能项目备案工作，防止盲目备案行为。 优化存量备案项目 ：加强摸排梳理，对已备案未开工项目，指导项目业主深化投资收益分析和经济性测算， 支持具备建设条件的项目尽早开工 ； 对不具备建设条件、"备而不建"的项目及时清理。 建立项目退出机制： 项目 并网投运前不得转让、买卖开发权，不得擅自变更建设规模及内容 ，备案后2年内未开工建设或未办理相关手续的项 目，经提醒仍无实质性进展的，备案信息将被移除，备案文件自动失效。 二、落实国家不再强制配储政策 对核准（备案）文件中明确配建储能且电网企业已于本通知印发之日前出具单体接入系统方案评审意见的新能源项目（不包括"千乡万村驭风行 动""千家万户沐光行动"项目），项目业主要通过自建 ...

文 | 国家发展和改革委员会 国家发展改革委办公厅 工业和信息化部办公厅 国家能源局综合司关于印发《国家级零碳园区建设名单（第一批）》的通知 二、各地区发展改革委、工业和信息化主管部门、能源局要积极支持本地区国家级零碳园区建设，在 资金安排、要素保障、技术支持、金融服务等 方面给予必要支持 ， 推动绿电直连、新能源就近接入增量配电网等绿色电力直接供应模式在国家级零碳园区落地 ，鼓励和支持相关园区因地制宜 开展技术创新、政策创新、商业模式创新。 发改办环资〔2025〕1082号 各省、自治区、直辖市及新疆生产建设兵团发展改革委、工业和信息化主管部门、能源局： 按照《国家发展改革委 工业和信息化部 国家能源局关于开展零碳园区建设的通知》（发改环资〔2025〕910号）要求，经园区申报、地方推荐、 专家评审、部门会商等程序，确定了国家级零碳园区建设名单（第一批）， 共纳入52个园区。 现予公布，并就有关事项通知如下： 一、各地区发展改革委、工业和信息化主管部门、能源局要会同有关方面加强对建设名单内园区的指导，督促有关地市、园区和单位切实承担建设 国家级零碳园区的主体责任，按照国家级零碳园区指标要求扎实编制建设方案， ...

Core Viewpoint - The article discusses the recently released "Basic Rules for the Medium and Long-term Electricity Market" by the National Development and Reform Commission and the National Energy Administration, aimed at establishing a unified national electricity market and regulating medium and long-term electricity trading behavior [2][8]. Overall Requirements - The construction of the medium and long-term electricity market and the spot electricity market will be coordinated, ensuring smooth transitions in trading sequences, clearing, and market settlements to balance long-term supply and demand [3]. - Cross-regional trading will be promoted, encouraging innovative mechanisms for inter-provincial trading and resource sharing [3][4]. - Market operators will conduct registration, trading organization, settlement, and information disclosure according to unified standards [3]. Participant Registration - Electricity users can purchase all their electricity through wholesale or retail markets but cannot participate in both simultaneously. Users not directly participating can have their electricity purchased by grid companies [5][20]. Pricing Mechanism - The overall principles for market pricing will be set by the State Council's pricing authority, with local authorities developing specific implementation details [6]. - Transaction prices will be formed by market participants, with no third-party interference, and green electricity prices will consist of energy prices and environmental values [6][7]. - The government will set price limits to prevent market manipulation and ensure fair pricing [7][39]. Trading Types and Price Mechanism - Medium and long-term trading will include various delivery periods, with green electricity trading being a significant focus, allowing for the purchase of renewable energy [34][35]. - Contracts can be transferred to third parties, and green electricity contracts must ensure traceability of environmental values [36][38]. Transaction Organization - Cross-regional transactions will be organized by designated electricity trading centers, with monthly trading calendars published by trading institutions [41][42]. - Key parameters for transactions must be clearly defined before trading begins, and adjustments cannot be made during the trading process [44]. Contract Management - All market participants must sign medium and long-term trading contracts, which will serve as the basis for execution [64][65]. - In emergencies, the electricity dispatching agency can prioritize safety in scheduling and report incidents to regulatory bodies [68]. Measurement and Settlement - Settlements will generally occur monthly, with specific reference points for pricing established based on market clearing prices [72][73]. - Green electricity transactions will have separate settlements for energy and environmental values, ensuring compliance with sustainability pricing mechanisms [78]. Information Disclosure - Market information will be disclosed periodically, with a retention period of at least two years [81][82]. Technical Support System - The electricity trading platform will include various functional modules to support market operations and ensure data interoperability among different systems [84][86].

Core Viewpoint - Weilan New Energy is poised to become the first solid-state battery company listed on the A-share market, with a valuation of 18.5 billion yuan, backed by major players like Huawei, Xiaomi, and NIO, amidst a competitive lithium battery industry [2][9]. Group 1: Company Background and Technology - Weilan New Energy was founded by academician Chen Liquan, who has a strong background in solid-state ionics and lithium battery technology, establishing a solid technical foundation for the company [5][7]. - The company has applied for over 400 national patents, with more than 100 granted, covering core materials and technologies, and has developed a product matrix that includes vehicle, marine power, and new energy storage [7][9]. Group 2: Capital and Investment - Weilan's shareholder structure includes 48 investors from various sectors, indicating strong confidence in its strategic value in the solid-state battery market [10]. - Major investments have come from industry giants, including Xiaomi and Huawei, who see Weilan as a key partner for future technology and supply chain diversification [11][12][13]. Group 3: Strategic Partnerships and Joint Ventures - Weilan has established several joint ventures to enhance its production capabilities and secure supply chains, such as partnerships with Tianqi Lithium for lithium resources and with other companies for electrolyte production [14][15][16]. - The company has strategically partnered with local firms to minimize capital expenditure while maximizing production capacity, ensuring a steady supply of solid-state batteries [17]. Group 4: Market Position and Future Outlook - The energy storage market is becoming a significant focus for Weilan, with a projected market size exceeding one trillion yuan by 2025, driven by the need for safer and more efficient energy solutions [19][20]. - Weilan's solid-state technology addresses critical safety concerns associated with traditional lithium batteries, positioning it favorably in the energy storage sector [19][20]. Group 5: Challenges and Competitive Landscape - Despite its strong position, Weilan faces challenges in maintaining cost competitiveness in a price-sensitive market, especially as the mainstream price for energy storage cells drops below 0.3 yuan/Wh [26]. - The company must navigate the transition from semi-solid to fully solid-state technologies while ensuring consistent production quality to achieve manufacturing leadership [26][28]. Group 6: IPO and Industry Impact - Weilan's upcoming IPO represents a significant milestone for the solid-state battery industry in China, reflecting the aspirations of its founding scientists and the country's ambitions in next-generation battery technology [27][29]. - The company aims to leverage its technological advancements to convert market potential into profitability, positioning itself as a leader in the highly competitive lithium battery sector [29].

Core Viewpoint - The article highlights the significant growth and strategic advancements of Ronghe Yuanshu in the energy storage sector, emphasizing its transition from viewing energy storage as a cost item to recognizing it as a value asset that generates continuous revenue throughout its lifecycle [2][7][9]. Group 1: Company Growth and Milestones - Since its establishment in 2019, Ronghe Yuanshu has achieved remarkable growth, with its operational asset scale surpassing 10GWh, covering 474 power stations across 24 provinces in China [3][4][9]. - The company has diversified its asset structure, with 1GWh in user-side storage and 9GWh in source-grid-side storage, serving key clients including state-owned enterprises and financial institutions [3][9]. - The operational milestones include surpassing 1GWh in January 2023, 5GWh in December 2024, and 10GWh in December 2025 [5]. Group 2: Strategic Insights and Market Position - Ronghe Yuanshu's executives emphasize that the growth is driven by a clear understanding of energy storage's role in the grid and its operational value, positioning the company to capitalize on the evolving energy market [3][7]. - The company recognizes the shift in revenue models post-Document No. 136, which indicates a transition towards reliance on spot energy markets, ancillary service markets, and capacity compensation [3][7][9]. - The firm aims to leverage intelligent operations to enhance revenue generation, acknowledging that operational strategies can lead to significant differences in earnings even within the same region [3][9]. Group 3: Technological Innovations and Solutions - At a recent product launch, Ronghe Yuanshu introduced the "Yuanshu·Haineijing" operating system, marking a shift from "Yuanshu Solution 1.0" to "Yuanshu Ecological Solution 2.0," focusing on data-driven strategies and ecosystem collaboration [4][10][13]. - The new operating system aims to address industry challenges by integrating AI capabilities and optimizing operational strategies across various energy scenarios [10][15]. - The company also unveiled the AIDC green electricity direct connection system, designed to tackle the challenges posed by increased computational loads and the need for sustainable energy solutions [16][19]. Group 4: Future Vision and Commitment - Ronghe Yuanshu is committed to a long-term strategy, focusing on maximizing the value of energy storage assets throughout their lifecycle and fostering collaboration with global partners to build a sustainable energy ecosystem [19][20]. - The company aims to break down industry silos and expand the boundaries of energy storage value, contributing to a high-quality global energy future [19].

文 | 宁德时代 近日， 宁德时代与思源电气签署为期三年的储能合作备忘录，目标合作电量50GWh。 双方将基于各自传统优势领域，推广储能市场化双采模式，共同提升产业链协同效率，助 力储能行业高质量发展。宁德时代零碳能源事业部中国区副总经理李越、思源清能副总经 理李小兵代表双方签署协议，宁德时代董事长兼CEO曾毓群与思源电气董事长董增平共同 见证签约。 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 未来三年，双方将围绕储能系统、输配电等配套设备，实现产业链上下游的双向协同。 在此基础上，双方还将加强技术交流与项目合作，持续优化整体解决方案能力，提升项目 交付效率与可靠性，加速储能系统在新型电力网络中的规模化应用。 思源电气专注于电力领域的技术研发、设备制造及工程服务，积极推动能源行业的数字化 转型。此次宁德时代与思源电气签署合作备忘录，是双方继2022年建立合作以来的一次 战略性深化与全新探索，进一步强化了双方在储能产业链中的协同深度，同时也为行业探 索出一条更稳健、更高效、更可持续的生态合作新模式，以实际行动助力国家"双碳"目标 ...

Core Viewpoint - The 2025 China Energy Storage CEO Summit and the 10th International Energy Storage Innovation Competition Pre-selection successfully held in Xiamen, focusing on the theme "Breaking Waves, Coexistence - Co-creating a New Ecosystem for Global Energy Storage in 2026" [2][4] Group 1: International Participation and Collaboration - The summit invited high-level representatives from energy investment institutions, project developers, owners, and EPC companies from countries including Saudi Arabia, Australia, Denmark, Austria, Bulgaria, and India to discuss project implementation, cooperation models, grid standards, and industry chain collaboration [5] - International guests emphasized the need for long-term partnerships rather than short-term transactions, highlighting the shift in investment decision-making from merely cost per kilowatt-hour to a comprehensive evaluation of system reliability and revenue stability [6][7] Group 2: Regional Insights and Market Trends - In Eastern Europe, the energy storage market is rapidly developing, with a focus on large-scale projects of 200 MWh and above, requiring deep collaboration with Chinese partners on inverter, battery system, and EMS integration [9] - In Australia, the market is transitioning from frequency regulation to a dual model of medium to long-term energy storage arbitrage and capacity assurance, necessitating higher compliance and local service requirements [11] - The Middle East is prioritizing long-duration energy storage and system integration capabilities, with a focus on safety standards and long-term operational maturity of Chinese storage enterprises [13] - In Northern Europe, the demand for energy storage is shifting towards system services and flexibility resources, with an emphasis on lifecycle services and collaboration with grid operators [15] Group 3: Future Directions and Opportunities - The summit signaled a clear message that the global market not only recognizes China's manufacturing capabilities in energy storage but also seeks deep collaboration in technology standards, ecosystem development, and long-term value [18][19] - The upcoming 14th International Energy Storage Summit and Exhibition (ESIE 2026) is set to take place from March 31 to April 4, 2026, in Beijing, aiming to facilitate international business matching and procurement needs [21]