Core Viewpoint - The global solar and energy storage industry experienced significant growth in the past year, with solar installations exceeding 500 GW and cumulative energy storage installations surpassing 300 GWh, reflecting a nearly 70% year-on-year increase [3]. Group 1 - The industry is shifting from scale expansion to value competition, with a focus on solar-storage integration and deepening application scenarios as core themes for the new year [3]. - Advanced technologies such as AI and network construction are accelerating implementation, while electricity trading is maturing and diverse scenarios are emerging [3]. - The company remains committed to long-term innovation and aims to meet diverse demands by collaborating with global partners to build a more stable, efficient, and intelligent energy ecosystem [3]. Group 2 - The company has confirmed its sponsorship of the 14th International Energy Storage Summit and Exhibition (ESIE 2026), inviting industry peers to participate in this global energy storage event [7]. - The event is scheduled to take place from March 31 to April 3, 2026, at the Beijing Capital International Exhibition Center [8].

Core Viewpoint - The article emphasizes the launch of the all-liquid-cooled silicon carbide (SiC) commercial energy storage integrated machine by Dongfang Risen, addressing key issues in commercial energy storage such as revenue stability, efficiency loss, and operational complexity [2]. Group 1: Technical Upgrades - The all-liquid-cooled SiC energy storage system achieves a system-level technical upgrade, resulting in an additional annual cycle energy of approximately 12,210 kWh compared to traditional air-cooled systems, leading to an overall revenue increase of over 9,000 yuan based on a 330-day calculation [4]. - The PCS power has been increased from 125 kW to 131 kW, enhancing charging and discharging capabilities for high-frequency operations [6]. - The introduction of SiC MOSFETs increases switching frequency to three times that of traditional IGBTs, reducing device losses by 40% and improving maximum efficiency to 99.1% [6]. Group 2: Installation and Deployment - The product features a standard cabinet and highly integrated design, allowing for batch stocking and flexible allocation, with single cabinet installation completed in 20 minutes [8]. - The system can automatically identify and connect devices after power-up, enabling the entire station to be operational within 30 minutes [8]. Group 3: Flexibility and Adaptability - The modular system allows for flexible allocation of energy storage resources, enabling the repurposing of redundant standard cabinets from existing sites to new projects, thus avoiding downtime during upgrades [9]. - The system can adapt to changes in electricity prices and policies, extending the overall revenue cycle of projects [9]. Group 4: Safety and Reliability - The product offers multi-dimensional protection with an IP66-rated PCS and optional IP67-rated PACK, suitable for various complex environments [12]. - A three-tier fire protection system, combined with AI health management, ensures precise monitoring and rapid response to potential thermal runaway situations [12]. Group 5: AI and EMS Integration - The system utilizes AI for predictive analysis and EMS for intelligent scheduling, reducing reliance on manual experience and improving decision-making speed and accuracy [13]. - Actual operational data indicates that AI strategies can enhance daily revenue by approximately 20%, with a 15% increase in scenarios involving reverse flow [13]. Group 6: Grid Compatibility - The system is designed to operate effectively in complex grid environments, stabilizing voltage and frequency under weak grid or load fluctuation conditions [15]. - It optimizes active and reactive power output, maintaining a power factor above 0.98, thereby reducing losses from harmonics and phase imbalance [15].

Core Viewpoint - The article highlights the successful launch of the world's first large-scale application of the 628Ah energy storage battery system, marking a significant advancement in the energy storage industry and establishing a solid foundation for high-quality development in this sector [2][3]. Group 1: Project Launch and Collaboration - On January 31, 2026, a 400MWh energy storage power station utilizing 628Ah batteries officially commenced operations, featuring 80 sets of 628Ah batteries integrated into a 5MWh storage DC system [2]. - A strategic cooperation agreement for a future 10GWh large battery system was signed between Beijing State Grid Technology and EVE Energy, elevating their collaboration to a new strategic level [2][4]. Group 2: Technological Advancements - The successful implementation of the 200MW/400MWh independent energy storage project demonstrates that the 628Ah large battery technology is fully capable of supporting stable and efficient operation in grid-level projects [3]. - EVE Energy has achieved significant milestones with over 1 million large batteries produced, validating both the scale of manufacturing and the maturity of the technology [3]. Group 3: Industry Positioning and Future Directions - The collaboration between EVE Energy and State Grid Technology signifies a shift from single project delivery to a long-term, deep strategic partnership focused on future growth [4][6]. - EVE Energy aims to lead the industry towards a more sustainable direction by enhancing core technology, system value, and ecological capabilities, while continuing to innovate and expand the application of reliable energy storage technologies [8].

Core Insights - The article provides an analysis of the energy storage bidding market, highlighting trends in project bidding and the overall market dynamics for January 2026 [4][5]. Bidding Market Overview - In January 2026, a total of 253 energy storage bidding segments were tracked, showing a year-on-year decrease of 5.2% and a month-on-month decrease of 31.3% [4]. - The bidding segments include various components such as EPC, energy storage systems, battery packs, and more, with a significant decline in the number of bids for energy storage systems and EPC projects [4]. Bidding Scale - The energy storage system bidding scale reached 1.9 GW/45.5 GWh, reflecting a year-on-year increase of 4.0% and 245.8%, but a month-on-month decrease of 51.5% and 150.7% [5][6]. - The EPC (including PC) bidding scale was 10.7 GW/26.2 GWh, with a year-on-year increase of 57.9% and 46.5%, but a month-on-month decrease of 25.5% and 32.6% [5][6]. Regional Distribution - In January, Ningxia led the national energy storage bidding market with an EPC bidding scale of 7.2 GWh, including multiple projects in Yinchuan [8]. - Shandong province showed strong performance in user-side projects, with a total EPC bidding scale of 1.3 GWh, where user-side projects accounted for 61.5% of the total bidding scale [8]. Application Scenario Distribution - The energy storage system collective procurement scale was 39.8 GWh, making up 88% of the total, with major contributions from companies like Huadian Group and Green Development Group [11]. - Grid-side projects accounted for 11% of the total bidding scale, with a notable 2 GWh project from State Power Investment Corporation [11]. Bidding Entities - A total of 62 entities participated in energy storage system bidding, showing a year-on-year decrease of 8.8% and a month-on-month decrease of 22.5% [13]. - For EPC bidding, 130 entities participated, reflecting a year-on-year increase of 18.2% and a month-on-month decrease of 13.9% [13].

Core Viewpoint - The article discusses the increasing importance of safety in large-scale energy storage systems, emphasizing the need for thorough testing under real conditions to understand potential risks and responses in worst-case scenarios [2][15]. Group 1: Testing and Safety Standards - The SolaX Power ORI 5MWh large energy storage system underwent a real cell explosion test under the UL 9540A:2025 standard proposal framework, highlighting the necessity for comprehensive safety evaluations [2][4]. - Appendix C of the standard requires testing under real conditions to observe the overall behavior post-explosion, including structural stability and the effectiveness of venting systems [4]. - The test was designed to replicate the most extreme conditions, with the ignition point strategically placed to challenge the system's structural integrity and pressure relief pathways [8]. Group 2: Test Results and System Performance - During the explosion, the ORI large energy storage system performed as expected, providing critical empirical evidence for system-level safety design [9]. - The explosion venting structure functioned as designed, with the container doors remaining closed and showing no significant deformation, while the overall structure did not rupture [10]. - No debris or fragments were observed to be ejected during the test, indicating no additional risk to surrounding personnel or the environment [10]. Group 3: Commitment to Safety - The engineering team from UL Solutions noted that the test aimed to optimize the severity and realism of the explosion, while also addressing inherent uncertainties associated with real lithium-ion battery cells [12]. - The R&D team at SolaX Power emphasized that product safety is a fundamental aspect of their development process, not merely a compliance checkpoint, and they are committed to rigorous testing to mitigate risks before system deployment [14][15]. - SolaX Power plans to continue collaborating with international authorities like UL Solutions to enhance the safety levels of energy storage systems, thereby establishing a more robust safety foundation for long-term applications in the global energy system [15].

文 | 中关村储能产业技术联盟 2月11日， 国务院办公厅发布《关于完善 全国统一电力市场 体系的实施意见》。《意见》提出 到2030年 ， 基本建成全国统一电力 市场体系，各类型电源和除保障性用户外的电力用户全部直接参与电力市场， 市场化交易电量占全社会用电量的70%左右。 跨省跨区 和省内实现联合交易，现货市场全面转入正式运行，市场化电价机制基本健全。 到2035年 ，全面建成全国统一电力市场体系，市场功能进一步成熟完善，市场化交易电量占比稳中有升。 电力资源全面实现全国范围 内的优化配置和高效利用，以电力为主体、多种能源协同互济的全国统一能源市场体系初步形成。 附原文： 一、总体要求 以习近平新时代中国特色社会主义思想为指导，深入贯彻党的二十大和二十届历次全会精神，完整准确全面贯彻新发展理念，按照构建全国统一大市 场、深化电力体制改革、建设新型电力系统要求，坚持全国统一、畅通循环，着力打破市场分割、破除区域壁垒，促进市场高效联通和有机衔接，统筹推 动电力市场供需高水平动态平衡，着力扩大规模、改善结构、拓展功能，健全统一开放、竞争有序、安全高效、治理完善的电力市场体系，在确保电力系 统安全可靠运行的基础上 ...

Core Viewpoint - The article highlights the competitive landscape and cost benchmarks in the lithium iron phosphate energy storage market, particularly focusing on the recent procurement project by China Huadian Group for a 12GWh energy storage system [3][4]. Group 1: Procurement Project Details - China Huadian Group officially opened bids for a 12GWh lithium iron phosphate energy storage system framework procurement project, marking a significant event in the energy storage market for 2026 [3]. - The project specifies that the battery cell capacity must be ≥314Ah, indicating a focus on high-capacity energy storage solutions [3]. Group 2: Competitive Pricing Analysis - The bidding process revealed intense competition, with the lowest bid at 0.49225 yuan/Wh, and four companies bidding below 0.5 yuan/Wh (ranging from 0.492 to 0.499 yuan/Wh) [6]. - The arithmetic mean bid from the 59 participating companies was approximately 0.548 yuan/Wh, while the median bid was around 0.540 yuan/Wh [6]. - A significant number of companies (about 32) had bids concentrated in the 0.52-0.56 yuan/Wh range, indicating a consensus on the current cost baseline within the industry [6]. Group 3: Bidder Requirements - The tender explicitly requires bidders to have operational performance of at least one project with a capacity of ≥200MWh or a cumulative contract performance of no less than 2000MWh [7].

海辰 文 | 海辰储能 近日，海辰储能与国际领先的可再生能源解决方案提供商KNESS集团在波兰华沙正式签署战略合作框架协 议。双方宣布将以乌克兰市场为核心， 在未来两年内开展深度协作，共同推动总规模达 2GWh 的储能项目落 地实施。 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 根据协议规划，本次合作将充分发挥海辰储能的全球化交付能力。合作涵盖了包括 6.25MWh、5MWh 在内的 多款不同时长的储能系统产品。 其中，首批约 400MWh 的储能产品计划于 2026年第一季度正式交付。 近年来，受欧洲能源转型和电网韧性需求推动，东欧地区新能源布局显著加速。针对乌克兰电力系统对长时储 能在削峰填谷、系统稳定及应急保障方面的迫切需求， 海辰储能重点推介了其 ∞Power 6.25MWh 2-4小时储 能系统。 海辰储能 已确认参展第十四届储能国际峰会暨展览会ESIE 2026 ，诚邀您 共赴ESIE 2026全球储能产业 盛会！ 中国储能产业发展的风向标 第十四届储能国际峰会暨展览会 相关阅读 中车株洲所/阳光电源/楚能新能源/宁德时代领衔！2026开年储能 ...

文 | 晶澳储能 随着全球能源结构加速向低碳化、电气化转型，新能源汽车渗透率持续提升，光伏装机规模快速增 长，电力系统正经历一场深刻变化。在这一过程中，越来越多的客户发现，真正的挑战已不再是"有 没有电"，而是电如何被更高效、更经济、更可控地使用。 充电负荷的集中爆发、配电容量的刚性约束、光伏发电与用电时序的不匹配，让传统"单点式"的能源 建设模式逐渐显露瓶颈。在这样的背景下，光储充一体化不再是一种"可选配置"，而正在成为新型用 能场景中的系统性解决方案。 01 「光储+X」： 不是设备组合，而是系统协同能力 02 工程视角下的系统能力： 为什么这样构建光储充？ 在系统设计层面，晶澳储能并不追求"最复杂的技术路线"，而是坚持一个原则： 让系统真正适配真 实世界的配电环境与运营逻辑。 光伏，不只是发电设备，而是具备低边际成本特征的能源输入。 储能，不只是备用电源，而是可调度、可配置的容量资源。 充电负荷，不只是用电终端，而是具备管理和优化空间的柔性负载。 在很多认知中，"光储充"往往被理解为光伏、储能和充电设备的简单叠加。但在真实的工程和运营场 景中，这种理解远远不够。 从系统角度看： 当三者被纳入同一系统框架 ...

同比增速307.2%！领跑优势持续扩大 回看2025，东方日升储能逆势高增交出亮眼答卷： 国内工商业储能出货量同比增长 307.2%，全球储能业务出货量同比增长 86.6%。 文 | 东方日升 小年添喜，年味渐浓！当家家户户忙着扫尘纳福、喜迎马年新春之际，东方日升储能逆势攻 坚、捷报频传——工商业储能在 国内市场持续发力，季度签约量一举突破 1.5GWh！ 以 硬核业绩为马年新春开篇蓄力！ 1.5GWh 硬核告捷！逆势突围创佳绩 随着工商业储能迈入爆发式增长阶段，结构性痛点日益凸显。投资回收周期长、低价竞争导 致的质量问题、售后运维难等问题，仍制约着行业高质量发展 。 在此背景下， 东方日升储能精准锚定市场需求，聚焦华东、华南、华北等核心区域，成功 与50余家优质客户达成深度合作，为客户提供安全高效的光储一体化解决方案。 一方面， 从用电成本优化、峰谷负荷调节、能源自给率提升、电网稳定性保障到无忧售后运维服务， 全方位破解企业能源使用痛点；另一方面，以项目合作为纽带，深化与产业链上下游伙伴的 协同联动，构建优势互补、聚力共赢的产业生态格局。 双增速领先行业均值，既是市场与客户对东方日升储能的高度认可，更是公司 ...