Core Viewpoint - The article discusses the current state and development of new energy storage in China, highlighting significant growth in installed capacity, utilization, and investment in renewable energy projects, as well as the government's efforts to ensure energy supply during peak demand periods. Group 1: New Energy Storage Development - As of mid-2025, the installed capacity of new energy storage in China reached 94.91 million kilowatts (22.2 billion kilowatt-hours), representing a growth of approximately 29% compared to the end of 2024 [1][41] - The main growth regions for new energy storage are North China, Northwest China, and Southern regions, accounting for over 80% of the national increase in installed capacity [2][42] - The equivalent utilization hours for new energy storage nationwide were approximately 570 hours, an increase of over 100 hours year-on-year, indicating enhanced operational efficiency [3][43] Group 2: Renewable Energy Integration - In the first half of 2025, renewable energy accounted for nearly 60% of the total installed capacity in China, with a significant increase in new installations, particularly in solar and wind energy [15][16] - The total renewable energy generation reached 1,799.3 billion kilowatt-hours, a year-on-year increase of 15.6%, making up 39.7% of the total electricity generation [16][17] - The report indicates that the average utilization rate for wind energy was 93.2%, reflecting the effective integration of renewable sources into the energy grid [18] Group 3: Investment Trends - Investment in energy infrastructure exceeded 1.5 trillion yuan, with a year-on-year growth of 21.6%, indicating a strong focus on renewable energy projects [39][40] - Investment in hydrogen energy projects doubled, and the construction of charging infrastructure for electric vehicles saw a nearly 70% increase [4][5] - The new energy storage and integrated energy systems saw investment growth exceeding 30%, showcasing the sector's rapid development [5][40] Group 4: Energy Supply Assurance - During the peak summer demand period, the maximum electricity load reached a historical high of 15.08 million kilowatts, with measures in place to ensure stable electricity supply [25][26] - The government has implemented various strategies to enhance electricity supply, including monitoring and optimizing power resource allocation [27][28] - The coal supply remains stable, with coal production and inventory levels being maintained at high levels to support electricity generation during peak demand [44]

Core Viewpoint - The article highlights the financial performance and strategic developments of CATL in the first half of 2025, showcasing revenue growth and advancements in battery technology and production capacity [2][9]. Financial Performance - The company's revenue for the first half of 2025 reached 178.886 billion yuan, representing a year-on-year increase of 7.27% [2]. - Net profit attributable to shareholders was 30.485 billion yuan, up 33.33% year-on-year [2]. - Revenue from power battery systems was 131.573 billion yuan, with a year-on-year growth of 16.80%, while the gross margin was 22.41%, down 1.07% [2]. - Revenue from energy storage battery systems was 28.4 billion yuan, showing a decline of 1.47%, but the gross margin increased by 1.11% to 25.52% [2]. Business Segments - Power battery systems contributed significantly to revenue, while energy storage systems faced a slight decline [2][4]. - The company has established a diverse product matrix for energy storage, including battery cells, cabinets, and integrated systems, catering to various applications [5][6]. Global Presence and Partnerships - CATL has formed long-term strategic partnerships with major automotive manufacturers and energy storage system integrators, enhancing its competitive edge globally [8]. - The company has cumulatively installed approximately 20 million power batteries and applied energy storage batteries in over 2,000 projects worldwide [8]. Capital Raising and Investments - The company successfully raised 41 billion HKD through its listing on the Hong Kong Stock Exchange, which will be used for project construction and operational funding [9]. - Significant investments are being made in the Hungary battery production base, with a total investment of 7.387 billion yuan planned [10]. Production Capacity - CATL currently has a production capacity of 345 GWh, with an additional 235 GWh under construction, and a utilization rate of 89.86% [12][13]. - The company is actively expanding its production capabilities both domestically and internationally, including projects in Hungary and Spain [14]. Innovation and Sustainability - The company is pioneering zero-carbon initiatives, launching the first 100% green electricity supply zero-carbon industrial park in Dongying, which is significant for modern energy economy demonstration [11]. - CATL is committed to developing zero-carbon technology products and solutions, collaborating with various cities to promote innovative projects [11].

文 | 中关村储能产业技术联盟 近日， 信诺先端热工科技（苏州）有限公司 完成入会流程，正式成为中关村储能产业技术 联盟会员单位。 公司介绍 信诺先端热工科技（苏州）有限公司，专注于为客户量身定制工业化材料热处理的全方位 解决方案，并提供先进热工设备。公司自 2 0 2 1 年成立以来，以海归博士为核心，组建了 一支国际化、专业化的技术团队。团队成员在各类工业窑炉的设计开发与工业制造领域积 累了深厚经验，凭借这些经验及对热工原理的深入理解，具备强大的原创性技术开发能 力。 在电池材料制备的核心环节——高温煅烧领域，信诺先端团队历经四年潜心钻研，成功开 发出一套独具特色的高温煅烧创新技术及设备 —— 无辊电侧热台车窑。 与当前主流的辊道窑相比，这款新型窑炉优势显著：不仅能维持良好的均匀温场，单线产 能更提升一倍以上，同时产品煅烧能耗降低 3 0% 以上。该技术可直接助力正负极材料及 固态电解质生产企业，在显著降低固定资产投资与加工成本的同时，有效提升其市场竞争 力。 信诺先端的无辊电侧热台车窑技术，应用范围极为广泛，不仅适用于 L (M) FP、三元、 聚阴、层氧等锂电、钠电正极材料，还可用于人造石墨的包覆碳化 ...

文 | 中关村储能产业技术联盟 2 0 25年8月全国分时电价汇总！ 根据中关村储能产业技术联盟（CNESA）Da t aLi nk全球 储能数据库的统计，全国各地已陆续发布8月电网代理购电价格。 核心要点： 2 0 25年8月，2 1地执行尖峰电价，5地执行深谷电价。 共有2 1个地区最大峰谷价差超过0.6元/ kWh，16个地区高峰平段价差超过0.3元/ kWh。 最大峰谷价差排名前三位的分别是： 广东-珠三角五市1.2 8 7 4 元/kWh、江门1 . 2 8 0 7 元/kWh、 惠州 1 . 2 4 1 3 元/kWh ，其次是广东-粤北 、重庆、广东-粤北、湖南、海南 等 地 。 与去年同期相比，今年 8月 最大价差呈缩小态势，仅1 3 个地区有所增长。价差较高的 地区中 降幅较明显的有 甘肃、黑龙江、吉林、辽宁、江苏、新疆、陕西等 ； 涨 幅 较 明显的有 青海、蒙西、广西、宁夏、江西、云南、贵州等地 。 下降最明显的甘肃省，8月份出现 谷段上网电价比平段每度高出0 . 0 1 4 9元 的现象。甘肃 省谷段时间为10: 00- 16: 00，有6个小时，主要原因是8月份谷段上网电价首次超过平 ...

项目采购单位 ： 文 | 中关村储能产业技术联盟 7月30日，航天京安200MW/ 836.16MWh独立储能电站项目直流侧设备采购成交公告发 布。 3.5GWh！比亚迪签署拉丁美洲最大储能供货协议 比亚迪储能全场景新品闪耀ESIE2025 ESIE2026全球启幕，黄金展位开放预定 联盟官微 关注政策、项目、企业、市场活动 入会、入群、产业交流、活动对接 东方电气自动控制工程有限公司 成交供应商： 比亚迪汽车工业有限公司 相关阅读 联盟官方小秘书 ...

Core Viewpoint - The article highlights the significant role of new energy storage systems in supporting the power supply during peak demand periods, showcasing their capacity and effectiveness in various regions across China [1][4][5]. Group 1: New Energy Storage Capacity and Performance - As of now, the maximum adjustable power of new energy storage in the operational area of the State Grid Corporation has reached 64.23 GW, with a real-time maximum discharge power of 44.53 GW, marking a 55.7% increase compared to the same period last year [1]. - During the peak summer period, new energy storage systems have demonstrated the ability to fully utilize their capacity in regions like Jiangsu, Fujian, Hubei, Shanxi, and Tianjin, significantly enhancing power supply capabilities [1]. - In Jiangsu, 93 new energy storage stations achieved a maximum discharge power of 714 MW, accounting for 94% of the installed capacity of new energy storage in the province [3]. Group 2: Importance of New Energy Storage in Power Systems - New energy storage is identified as a key technology for building a new energy system and power grid, capable of flexibly responding to grid demands and playing a role in peak shaving and valley filling [1]. - The peak capacity of new energy storage during the summer evening peak is equivalent to nearly three Three Gorges hydropower stations, providing substantial support during high electricity demand periods [1]. - The development of new energy storage is crucial for optimizing the allocation of power resources and promoting the advancement of storage technology, which is essential for the construction of a new power system [4]. Group 3: Regional Initiatives and Achievements - In Yunnan, a large-scale concentrated charging and discharging test was conducted, achieving a maximum charging power of 479 MW and a maximum discharging power of 474 MW, with utilization rates of 96% and 95% respectively [5]. - Yunnan has surpassed 5 million kW in new energy storage installations, ranking first among the five southern provinces, significantly enhancing the region's power system regulation capabilities [5]. - The next steps for Yunnan's power grid company include utilizing market mechanisms for scientific deployment of new energy storage systems to enhance supply security and promote clean energy consumption [5].

Core Viewpoint - The strategic cooperation agreement signed between Shandong Energy Group and Huawei marks a new phase of collaboration, focusing on digital transformation and innovation in various sectors, including mining and renewable energy [1][3][5]. Group 1: Strategic Cooperation - The agreement aims to leverage Shandong Energy Group's industrial advantages and Huawei's technological expertise in information and communication to promote digital transformation and AI applications [3][5]. - Both companies will collaborate on projects in mining, electricity, new energy, high-end chemicals, modern logistics, and advanced equipment manufacturing, including initiatives like autonomous mining, smart chemicals, intelligent photovoltaics, and data centers [3][5][7]. Group 2: Leadership Statements - Meng Wanzhou emphasized the importance of Shandong Energy Group as a key partner in the energy sector, highlighting previous achievements and the potential for deeper cooperation [5]. - Li Wei noted that Huawei's experience in digital transformation provides strong support for Shandong Energy Group, aiming to create industry benchmarks for digital intelligence and promote green development [7].

Core Viewpoint - The development of new energy storage in China is strong, with a diverse technological route, but inherent safety issues of batteries remain prominent, particularly with lithium batteries posing significant risks due to dendrite growth leading to short circuits and thermal runaway [1] Group 1: Industry Context - The safety and stability standards for energy storage projects in Beijing are particularly stringent due to the city's functional positioning and safety management requirements [1] - The resolution of inherent safety issues in batteries is urgent for the large-scale and reliable application of energy storage systems [1] Group 2: Event Overview - A series of thematic seminars organized by the Beijing Association for Science and Technology Innovation Service Center and the Zhongguancun Energy Storage Industry Technology Alliance will focus on "New Energy Storage Technology Safety and Innovation Paths Suitable for Beijing" [1] - The event will feature experts from top research institutions, including the Chinese Academy of Sciences and Tsinghua University, to discuss high-safety energy storage technology routes [1] Group 3: Key Topics of Discussion - The seminar will cover topics such as the application needs for battery inherent safety, the prospects and challenges of solid-state and sodium-ion batteries, the application of AI in battery research, and the enhancement of battery safety through cooling liquids [6]

独立储能优先出清！调峰上限0.262元/kWh，调频0.015元/kW！新疆印发辅助服务细则 储能系统中标规模飙涨近 3 倍！2025 上半年储能中标市场及企业盘点 6月用户侧储能新增装机创2025新高！湖南、山东、安徽领衔 工商业储能盈利难度升级！2025H1电价政策盘点，最大峰谷价差下降9%，江苏收益近腰斩 2025年上半年储能中标价格盘点 文 | 中关村储能产业技术联盟 7月2 6日，总投资8亿元的200MW/ 800MWh独立储能电站项目在伊宁市苏拉宫工业园区 开工。该项目建成后将提高伊宁市电力系统安全稳定运行水平，有效解决周边地区新能源 消纳问题。 2 0 0MW/ 80 0MWh独立储能电站项目由伊宁市卓浩新能源有限公司投资建设，总占地面积 5 2 068平方米，采用磷酸铁锂电池，将建成200MW/ 800MWh储能电站一座，2 2 0kV升压 汇集站一座，以及其他配套附属设施。 据了解，该项目计划2 0 2 6年6月建成投产，建成后年输送电能约2.9 2亿KWh，年产值1.02 亿元，完成税收约1 5 3 3万元。 相关阅读 联盟官微 关注政策、项目、企业、市场活动 联盟官方小秘书 入会、入群、 ...

Core Viewpoint - Tesla's Shanghai Gigafactory has successfully produced its 1,000th Megapack energy storage system, marking a significant milestone in its operations and export capabilities to Europe [1]. Group 1: Production and Capacity - The Shanghai Gigafactory took less than six months to produce the first 1,000 Megapacks, showcasing Tesla's rapid production capabilities [1]. - Each Megapack can store approximately 3,900 kWh of electricity, equivalent to the battery capacity of 62 Model 3 rear-wheel drive vehicles [3]. - The factory is expected to reach a production capacity of 10,000 Megapacks, with a total energy storage scale of nearly 40 GWh [3]. Group 2: Investment and Infrastructure - The Shanghai Gigafactory was constructed and completed in just seven months, setting a new record compared to the timeline of the Shanghai Super Factory established in 2019 [3]. - The project covers an area of approximately 200,000 square meters and involves a total investment of around 1.45 billion yuan [3]. Group 3: Market Expansion - Tesla's energy products are now deployed in over 65 countries and regions globally, enhancing electricity generation and transmission efficiency [1]. - The first batch of Megapacks was officially exported to Australia, with plans for further supply to domestic and Asia-Pacific markets [3].