Core Viewpoint - LG Energy Solutions has demonstrated strong growth in its third-quarter financial results for 2025, highlighting significant orders in both energy storage and electric vehicle battery sectors, while also making strides in next-generation battery technology [2][4]. Financial Performance - The company reported a consolidated revenue of 5.7 trillion KRW, reflecting a quarter-on-quarter increase of 2.4% [4]. - Operating profit surged to 601.3 billion KRW, marking a quarter-on-quarter growth of 22.2%, which includes approximately 365.5 billion KRW from U.S. production incentive subsidies [4]. Order Book and Production Capacity - LG Energy Solutions secured approximately 120 GWh in energy storage pre-orders and over 300 GWh in orders for the 46 series cylindrical batteries as of the end of the third quarter of 2025 [3][4]. - The company is expanding its production capacity in North America through a joint venture with Stellantis in Canada, focusing on battery module production and exploring applications beyond electric vehicles [3]. Technological Advancements - Significant breakthroughs in next-generation battery technology include the successful development of lithium-metal batteries with fast-charging capabilities [3]. - The company has signed a procurement agreement for 40,000 tons of lithium carbonate, enhancing its local lithium resource supply chain in the U.S. [3]. Market Outlook - The energy storage market is expected to continue growing in the U.S. and Europe, driven by regulatory changes and increased power demand from AI data centers [5]. - LG Energy Solutions is developing high-density soft-pack batteries for energy storage applications to improve energy density and reduce costs, with plans to launch lithium iron phosphate (LFP) energy storage batteries by 2027 [5].

文 | 南方都市报 刚刚（10月30日），商务部官网发布消息，商务部新闻发言人就中美吉隆坡经贸磋商联 合安排答记者问。 问：据了解，中美双方在吉隆坡经贸磋商就解决各自关切的经贸问题达成联合安排。请问 商务部能否介绍吉隆坡经贸磋商共识更多情况？ 答：中美两国元首刚刚在韩国釜山举行会晤，深入讨论了中美经贸关系等议题，同意加强 经贸等领域合作。中方愿与美方一道，共同维护好、落实好两国元首会晤重要共识。 中美经贸团队通过吉隆坡磋商，达成的成果共识主要有以下几方面： 一、 美 方 将 取 消 针 对 中 国 商 品 （ 包 括 香 港 特 别 行 政 区 和 澳 门 特 别 行 政 区 商 品 ） 加 征 的 1 0%所谓"芬太尼关税"，对中国商品（包括香港特别行政区和澳门特别行政区商品）加 征的24%对等关税将继续暂停一年。 中方将相应调整针对美方上述关税的反制措施。双 方同意继续延长部分关税排除措施。 二、 美方将暂停实施其9月29日公布的出口管制50%穿透性规则一年。 中方将暂停实施 1 0月9日公布的相关出口管制等措施一年，并将研究细化具体方案。 三、 美方将暂停实施其对华海事、物流和造船业3 0 1调查措施一 ...

Core Viewpoint - The article announces the public bidding for the construction of a software platform for evaluating the cost of energy storage technology throughout its lifecycle, organized by the Zhongguancun Energy Storage Industry Technology Alliance [2]. Group 1: Bidding Information - The bidding period for suppliers is from October 31, 2025, 09:00 to November 4, 2025, 17:00 (Beijing time) [2][7]. - The bidding does not require a fee or deposit from participants [5]. - The submission of bidding documents includes both electronic and paper versions, with the submission period starting on November 5, 2025, at 09:30 and ending on November 7, 2025, at 12:00 (Beijing time) [8][9]. Group 2: Bidder Qualifications - Bidders must be independent legal entities capable of bearing civil responsibility [6]. - Bidders should have a good commercial reputation and sound financial accounting systems [6]. - Bidders must possess the necessary equipment and professional technical capabilities to fulfill the contract [6]. - Bidders should have a good record of tax payments and social security contributions [6]. - Bidders must not have any significant legal violations in their business activities prior to this bidding [6]. - Bidders must not be on any government or supervisory agency's blacklist and must not be in a state of business suspension or bankruptcy [6]. Group 3: Bid Submission and Contact Information - The on-site bidding and defense will take place on November 7, 2025, at 13:30 (Beijing time) at a specified location in Beijing [10]. - Contact information for the bidding organization includes a contact person and phone number for inquiries [10].

Core Viewpoint - Zhang Hongzhang, a researcher from the Dalian Institute of Chemical Physics, has been selected as a payload expert for the Shenzhou 21 astronaut crew, marking him as the first energy storage expert to enter space [1][4]. Group 1: Research Background - Zhang Hongzhang specializes in the research of key materials and technologies for large-scale energy storage batteries, including all-vanadium flow batteries, lithium-sulfur batteries, lithium-fluorocarbon batteries, low-temperature lithium-ion batteries, supercapacitors, and lead-carbon batteries [1]. - His research on key materials involves carbon materials, electrolytes, membranes, and electrode structures [1]. Group 2: Mission Details - The Shenzhou 21 astronaut crew consists of three members: commander Zhang Lu, flight engineer Wu Fei, and payload expert Zhang Hongzhang [1].

文 | 中关村储能产业技术联盟 广州鹏辉能源科技股份有限公司 2025 年第三季度报告发布。 本报告期内，公司营业收入32. 80亿元，同比增长74.96%；归属于上市公司股东的净利润 2 . 0 3亿元，同比增长9 7 7 . 2 4%。 2 0 25年前三季度，公司营业收入75.8亿元，同比增长34.23%；归属于上市公司股东的净 利润1.15亿元，同比增长8 9 .33%。 营业收入增加3 4.23%，主要为行业向好，公司产品产销两旺，销售订单增加，销售增长 所致。 | | 本报告期 | 本报告期比上年同期 | 年初至报告期末 | 年初至报告期末比上 | | --- | --- | --- | --- | --- | | | | 增减 | | 年同期增減 | | 营业收入(元) | 3, 280, 170, 201. 60 | 74. 96% | 7,580,860,529.35 | 34. 23% | | 归属于上市公司股东 | 202, 775, 689. 02 | 977. 24% | 114, 548, 975. 53 | 89. 33% | | 的净利润(元) | | | | | | 归属于上 ...

Core Viewpoint - The safety of the energy storage industry is crucial for sustainable development, and establishing an effective safety prevention system is a focal point for the entire industry chain [2]. Group 1: Current Safety Challenges - The energy storage industry is experiencing explosive growth, with an estimated 165.4 GW of new energy storage operational by the end of 2024, of which lithium-ion batteries account for 97.5% [4]. - There have been over 100 cumulative safety incidents in global energy storage, highlighting significant safety risks within the industry [4]. - Experts agree that there is a long way to go in ensuring safety in energy storage stations, emphasizing the need for accident prevention and control [4]. Group 2: Technical Bottlenecks and Challenges - Current technological measures cannot completely resolve safety issues, with various factors affecting the reliability of equipment during operation [6]. - The inherent risks of energy storage systems stem from the high energy density of individual battery cells and the consistency issues among them [6]. Group 3: Firefighting Strategies - Firefighting systems must be tailored to the characteristics of energy storage scenarios, focusing on controllable and preventable fire hazards [7]. - Different energy storage systems require distinct safety objectives, leading to varied firefighting designs [8]. Group 4: Fire Extinguishing Technologies - Two effective fire extinguishing methods currently in use are perfluorohexane and foam extinguishing, each suitable for different application scenarios [9]. - Compressed air foam technology has shown superior effectiveness in extinguishing battery pack fires by isolating oxygen and providing cooling [9]. Group 5: Prevention Measures - A comprehensive safety prevention design is essential for controlling accidents before they occur, involving product design, quality control, and efficient operation [11]. - The integration of AI for fire prevention and safety prediction is highlighted as a key future research direction in energy storage safety [11]. Group 6: Safety Bottom Line - Experts agree that completely eliminating thermal runaway is unrealistic; instead, a controllable approach should be adopted, including the use of firewalls to prevent fire spread [13]. - Both firefighting and pressure relief are essential for large-scale energy storage stations, emphasizing the importance of early fire suppression and subsequent pressure management [14]. Group 7: Industry Consensus - The industry aims for a safety level that ensures minor incidents are controllable and major incidents are preventable, with a focus on minimizing casualties and losses through proper design and training [15].

Core Insights - Skysense and BYD have announced a partnership to deploy 300 MWh of energy storage capacity by 2026, aimed at enhancing energy resilience and reducing costs for energy-intensive users such as industrial facilities and shopping centers [2] - The collaboration will utilize BYD's MC Cube-T BESS product, which supports commercial, industrial, and large-scale applications, providing services like frequency regulation, virtual power plant capabilities, and emergency backup [2] - Skysense focuses on designing solar-powered smart microgrids and collaborates closely with large energy generation plants and consumers in Latin America to optimize energy costs and reduce emissions [2] Company and Industry Developments - Skysense has partnered with Riverside Holdings since 2023 to provide energy system services for high-demand environments like airports, offering energy-as-a-service to clients without upfront capital expenditure [2] - BYD, a well-known electric vehicle manufacturer, has nearly 30 years of battery R&D experience and possesses the world's largest production capacity for power batteries, indicating its strong position in the solar power and energy storage sectors [2] - The partnership is seen as a key step for Skysense to elevate its energy solutions, aligning with its goal to provide reliable, profitable, and sustainable energy solutions to customers [3]

Core Insights - The article summarizes the industry's reaction to Italy's MACSE auction, where Terna procured 10 GWh of long-term energy storage capacity at a notably low price [1][5] - The auction concluded on October 1, with Terna acquiring capacity from 15 large lithium-ion battery storage systems, totaling 1,491.392 MW and 9,968 MWh, with an average duration of 6.6 hours [1] - The contracts are set for 15 years, starting in 2028, with Terna expected to provide load-shifting services for intermittent renewable energy producers [1] Auction Results - Terna will pay approximately €129.6 million annually for the 10 GWh capacity, raising concerns about the operators' ability to achieve high internal rates of return [5] - Enel won about half of the total capacity, with other companies including ACL Energy, ZE Energy, Eni Plenitude, Greenvolt, Whysol, and Natpower sharing the remaining capacity [2][10] Market Dynamics - The low auction prices have shifted focus towards arbitrage, intraday trading, and ancillary service revenue channels in the free market [8] - E-CUBE strategic consulting noted that battery projects often generate the highest revenue during extreme events, which are unpredictable but likely to increase with higher renewable energy penetration [8] Cost Management - Commentators emphasized the necessity for operators to secure competitive contracts from BESS suppliers and EPC service providers to manage costs effectively [8] - Achieving competitive procurement prices similar to those in China could enhance internal rates of return by 3% to 6% [9] Project Withdrawals - One project, "ACL SPV 2," a 5 MW/32 MWh storage project, withdrew from the auction, leaving 14 remaining projects [11]

Core Viewpoint - The forum titled "High-Quality Development of New Types of Energy Storage Accelerates Global Energy Transition" aims to discuss the critical role of new energy storage technologies in facilitating the global energy transition and addressing climate change [3][4]. Group 1: Forum Overview - The forum will be held on November 5, 2025, at the National Exhibition and Convention Center in Shanghai, co-hosted by the National Energy Administration and the Ministry of Commerce [3][9]. - It will gather over 300 participants, including representatives from energy regulatory bodies, power grid companies, renewable energy enterprises, and leading research institutions from both domestic and international markets [5][10]. Group 2: Industry Significance - As of June 2025, China's new energy storage installed capacity reached 94.91 million kilowatts (22.2 billion kilowatt-hours), accounting for over 40% of the global total, marking a 30-fold increase since the end of the 13th Five-Year Plan [4][5]. - China is recognized as a global leader in new energy storage, possessing the most complete and advanced energy storage industry chain, and is actively promoting its "China solution" worldwide [4][5]. Group 3: Key Topics of Discussion - The forum will cover various topics, including technological breakthroughs in energy storage, exploration of business models, policy incentives, and international cooperation in the industry [4][5]. - Notable speakers include leaders from the National Energy Administration, international guests, and representatives from major energy companies and research institutions [10][12]. Group 4: Future Directions - The forum aims to foster global cooperation and integration within the energy storage industry, contributing to sustainable energy development and the green low-carbon transition [5][16]. - It emphasizes the importance of building a global energy storage ecosystem that encompasses technology research, equipment manufacturing, project application, and capital connection [5][10].

Group 1 - The article highlights the procurement results for the energy storage system of the 300 MW wind power project in Su Ni Te Left Banner, with the first candidate being CRRC Zhuzhou Electric Locomotive Research Institute Co., Ltd. with a bid of 502,830,000 CNY [2] - The second candidate is Xiamen Haichen Energy Storage Technology Co., Ltd. with a bid of 535,500,000 CNY, and the third candidate is Xiamen Kehua Data Co., Ltd. with a bid of 549,000,000 CNY [2] - Bidders must have a cumulative performance of no less than 1 GWh in lithium iron phosphate battery energy storage system integration over the past three years, including at least two projects with a capacity of 100 MWh or more [2] Group 2 - The article references the "14th Five-Year Plan" which emphasizes the development of new energy storage and the acceleration of smart grid and microgrid construction [6] - It mentions the third-quarter financial report of Sungrow Power Supply Co., Ltd., showing a revenue of 22.869 billion CNY and a net profit increase of 59.76% year-on-year [6]