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中关村储能产业技术联盟
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400MWh储能电站正式并网!昱能科技组串式储能再拓新局
Core Viewpoint - The article highlights the successful commissioning of the 100MW/400MWh energy storage power station in Shenzhou, Hebei, constructed by Jiangsu Lingchu YN Technology Co., a subsidiary of YN Technology, showcasing the company's strength in large-scale energy storage projects and its role in promoting regional green development [2][4]. Project Overview - The Shenzhou Kunteng energy storage station has a total installed capacity of 100MW/400MWh, utilizing 80 self-developed Ocean 5000L energy storage modules and an EMS system, enhancing safety and efficiency through advanced design and management strategies [5][7]. - The project is expected to reduce coal consumption by approximately 31,000 tons annually, equivalent to a reduction of 82,000 tons of CO2 emissions, significantly contributing to low-carbon transformation and environmental protection in the region [7]. Technological Advancements - The Kunteng energy storage station employs a modular distributed energy storage system, which features adaptive temperature control strategies and a dual-driven health state estimation method to enhance reliability and safety [9]. - The project offers flexible energy storage capacity leasing services, providing a strong guarantee for power supply stability and grid safety during peak demand periods [11]. Strategic Development - The energy storage station represents a significant achievement for Lingchu YN in enhancing its capabilities in large-scale energy storage project development and operation, aligning with YN Technology's strategy to build a dual-driven development system [13][15]. - The successful delivery of this project serves as a benchmark for expanding the commercial energy storage market, enhancing the brand's credibility and competitiveness in the sector [13][15].
深化“大储+分布式”双轨战略,果下科技成功登陆港交所
Core Viewpoint - The article highlights the successful listing of Guoxia Technology on the Hong Kong Stock Exchange, marking a significant step towards global expansion in the "AI+" energy storage and renewable energy solutions sector [3]. Summary by Sections - **Company Listing and Fundraising** Guoxia Technology officially listed 33.8529 million shares at an issue price of HKD 20.1 per share, raising approximately HKD 605.6 million in net proceeds [5]. This fundraising is seen as a testament to the capital market's confidence in the company's long-term value in the "AI+" energy storage sector [6]. - **Business Strategy and Market Positioning** The company employs a dual-track strategy that combines large-scale and distributed energy storage, leveraging both its domestic brand "Guoxia Technology" and the overseas brand "HANCHU ESS" [6]. In the domestic market, the company focuses on large-scale energy storage projects, while internationally, it has successfully entered several mature markets with its residential and commercial energy storage products [6]. - **Revenue Growth and Commitment to Value Creation** Guoxia Technology has experienced rapid revenue growth over the past three years, emphasizing its commitment to creating sustainable long-term value for customers, partners, and society through innovative products and services [6].
拒绝概念虚火,用“真构网”撑起新型电力系统
Core Viewpoint - The article discusses how Kehua Data's deep accumulation in the UPS field allows it to transition its pursuit of "stability" into the new energy landscape, particularly in the context of AI computing power and renewable energy challenges [2][25]. Group 1: Concept of Networked Energy Storage - "Networked energy storage" has become a buzzword in the industry, seen as a ticket to the new power system, but the standards remain unclear [5][6]. - The integration of renewable energy sources is causing unprecedented challenges in the power system, such as reduced system inertia and increased frequency risks [6]. - Kehua's energy storage systems can support voltage and frequency independently, akin to traditional generators, by utilizing virtual synchronous generator (VSG) technology [10][11]. Group 2: Technical Evaluation Criteria - The evaluation of networked energy storage technology is based on two core dimensions: "identity" and "capability" [8]. - "Identity" refers to whether the software algorithms classify the device as a voltage source or a current source, which is essential for true networked functionality [8]. - "Capability" assesses the hardware's support capacity and response speed, determining the performance level of the technology [9]. Group 3: Market Position and Achievements - Kehua has established itself as a leader in networked energy storage with over 3 GW of shipments and more than 400 microgrid systems implemented [12]. - Notable projects include the 300 MW/1200 MWh facility in Xinjiang, recognized as the largest grid-connected networked lithium iron phosphate energy storage station globally [12]. - The company has also successfully tackled challenges in extreme environments, such as the 60 MW/300 MWh project in Tibet, demonstrating stable operation at high altitudes and low temperatures [12]. Group 4: AI Data Center Solutions - The rise of AI data centers has led to significant energy consumption increases, necessitating innovative solutions to manage power fluctuations [14][15]. - Kehua proposes a "source strength ensures load stability" approach, emphasizing the importance of a robust power source to mitigate load fluctuations [15]. - The company has experience in high-voltage direct current (HVDC) solutions, positioning itself well for the future demands of data centers [17]. Group 5: Engineering Philosophy and Market Insights - The article highlights that there are no shortcuts in the energy storage sector; competitive advantages are built over time through early market entry and experience [18]. - Kehua's early adoption of solutions to common industry problems, such as the "heat island effect," showcases its commitment to practical engineering solutions [21][24]. - The company emphasizes the importance of learning from past challenges to avoid pitfalls that newer entrants may face in a rapidly evolving market [18][26].
中关村储能联盟携手大唐技经院 共谋产业发展
Core Viewpoint - The collaboration between China Datang Group's Economic and Technological Research Institute and the Zhongguancun Energy Storage Industry Technology Alliance aims to enhance the development of the energy storage industry through joint research and resource sharing [2][5]. Group 1: Collaboration and Research - The meeting highlighted the organizational structure, core business layout, and key research directions of the Alliance, showcasing its achievements in building the energy storage industry ecosystem, setting industry standards, and providing consulting services [4]. - A special discussion was held on the execution of national key research and development projects led by the Alliance, with a focus on future collaboration paths and expanding cooperation areas [5]. - The Alliance's Executive Vice Chairman emphasized the synergy between the Institute's expertise in energy technology research and the Alliance's industrial resources, aiming for deeper collaboration in technology research, achievement transformation, and industry services [5]. Group 2: Future Directions - The General Manager of Datang Economic and Technological Research Institute proposed three collaboration directions: establishing a regular mechanism for policy research in the energy storage industry, jointly developing a standard system for the energy storage field, and co-creating a platform for research achievement transformation and resource sharing [5]. - The exchange activity was seen as a foundation for closer and more pragmatic cooperation in the future, with both parties agreeing to enhance mutual understanding and collaboration [5]. Group 3: Industry Events - The 14th International Energy Storage Summit and Exhibition (ESIE 2026) is scheduled to take place from April 1 to 3, 2026, at the Capital International Exhibition Center in Beijing, serving as a significant event for the energy storage industry [6].
环比大增90%!11月源网侧储能明显回升,全年规模有望超过去年
Group 1 - The core viewpoint of the article indicates that despite a year-on-year decline in new energy storage installations in November 2025, there is a significant month-on-month recovery, suggesting a long-term positive trend in the market [1][2] - In November 2025, the total newly commissioned energy storage projects reached 3.51 GW/11.18 GWh, representing a year-on-year decrease of 22% in capacity and 7% in energy, but a month-on-month increase of 81% in capacity and 180% in energy [1] - The cumulative new installed capacity for the first eleven months of 2025 reached 39.5 GW, showing a year-on-year growth of 28%, with expectations that the total for the year will exceed that of the previous year [1][2] Group 2 - Independent energy storage systems accounted for over 70% of new installations in November, with a month-on-month growth rate exceeding 80% in power and 200% in energy [2] - Local energy groups contributed to 45% of new installations, surpassing major state-owned enterprises for the first time, indicating a diversification of market investment entities [2][14] - The article highlights the acceleration of various technologies beyond mainstream lithium batteries, including compressed air, flow batteries, and flywheel technologies, which are increasingly being applied in the industry [2][17] Group 3 - In November, the source-side new energy storage projects saw an installed capacity of 3.32 GW/10.62 GWh, with a year-on-year decrease of 15% in capacity and 1% in energy, but a month-on-month increase of 90% in capacity and 202% in energy [4] - The Northwest region accounted for over 40% of new installations, with Inner Mongolia leading in new capacity, reflecting the region's significant role in the national energy landscape [8] - The article notes that Inner Mongolia has implemented compensation policies for independent energy storage stations, which are expected to drive further growth in the sector [9]
京津冀新型储能技术创新应用研讨会预通知
Group 1 - The core theme of the conference is "Technological Innovation Empowering Energy Storage Development: Collaborative Sharing Supporting Energy Transition" [1] - The conference will take place on December 26 in Shijiazhuang, Hebei, with approximately 100 participants from the technology, energy, and manufacturing sectors in the Beijing-Tianjin-Hebei region [1][2] - The event aims to promote innovation in new energy storage technologies and facilitate cross-regional collaboration [3] Group 2 - Key topics include reviewing the latest advancements in new energy storage technologies and predicting future trends [3] - The conference will focus on mainstream technology routes such as electrochemical and physical energy storage, discussing applications in various scenarios like renewable energy + storage and grid-side storage [3] - Discussions will also address breaking down regional barriers and achieving technology/resource sharing for collaborative development [3] Group 3 - The agenda includes multiple reports on topics such as the progress of new energy storage technologies in China and the demand scenarios in Hebei [5] - There will be a session dedicated to the practical applications of grid-side energy storage in Hebei [5] - The conference will conclude with a free exchange session and a summary of discussions [5]
1.005GW/3.01GWh!全球最大储能电站在内蒙古并网
12月12日,内蒙古能源集团磴口县 40万千瓦/160万千瓦时 独立储能项目成功并网,并完成首批次储能单元充放电,标志着蒙能磴口 储能电站 总容量提升至100.5万千瓦/301万千瓦时 。 该项目并未采用单一技术路线,而是创新采用了"全钒液流电池+磷酸铁锂电池"的混合储能模式,实现了功率型与能量型储能的优势互 补: 其中全钒液流电池系统是自治区"揭榜挂帅"科技示范项目。 文 | 内蒙古日报 技术领跑:全钒液流+锂电"混合双打" 其单电池额定电流密度在 500mA/cm² 时,能量效率可达 80% ;系统能量效率高于 72% 。各项性能指标均 显著优于行业标准 。 80天极速并网 在属地政府的全力支持下,项目 跑出了令人惊叹的加速度。 项目自开工以来, 仅用80多天 完成全部主体施工与并网调试, 高效完成 了这一世界级工程的建设任务,刷新了大规模储能电站建设周期的纪录。 从项目全部手续办结获批到建成并网也仅用139天, 战略支撑:赋能4.45GW光伏蓝海 蒙能新能源公司在磴口县已建有高达 445万千瓦(4.45GW)的光伏装机容量。 该超级电站的投运,将大幅提升区域新能源消纳能力, 为当地独特的"防沙治沙+风电 ...
澳洲户储新政:追加50亿预算,实行“分级补贴”,中小容量迎利好
文 | 中关村储能产业技术联盟 澳 大 利 亚 联 邦 政 府 近 日 宣 布 对 其 标 志 性 的 " 更 便 宜 的 家 用 电 池 ( Cheaper Home Batteries)"计划进行重大扩容。 能源部长克里斯·鲍文承诺,将向该计划额外拨款约50 亿澳元(约合33.2亿美元)。 此次追加资金后,该计划在未来四年内的总预算将 从最初的23亿澳元激增至约72亿澳元 ,以应对市场爆发式的储能安装需求。 市场需求"爆表",原预算面临耗尽 该补贴计划于今年7月正式启动,旨在为安装电池储能系统的家庭和企业提供约30%的费用 折扣。虽然原计划预算原本设计使用至2030年,但澳大利亚市场的热情远超政府预期。 数据显示,仅在过去的5个月内: 政策调整:引入分级补贴机制 该计划将继续支持容量不超过100千瓦时的电池安装。但是,根据相关法规的制定情况,对 电池的支持力度可能会有所调整。 这 意 味 着 政 府 不 再 对 所 有 电 池 按 统 一 标 准 发 钱 , 而 是 采 用 了 类 似 " 个 人 所 得 税 " 的 阶 梯 式 (分段)计算法。电池越大,超出部分的补贴力度就越小。 核心逻辑:阶梯式递减( ...
有望成为固态电池第一股!卫蓝新能源启动创业板IPO
Core Viewpoint - Beijing Weilan New Energy Technology Co., Ltd. has submitted its IPO guidance record to the Beijing Securities Regulatory Bureau, aiming to become the first listed company in the solid-state battery sector in China [2]. Group 1: Company Overview - Beijing Weilan New Energy was established on August 11, 2016, with a registered capital of 412.133543 million RMB [5]. - The actual controller of the company is Yu Huigen, who holds a total equity stake of 29.25% [8]. - The company operates in the electrical machinery and equipment manufacturing industry, specifically in lithium-ion battery production [5]. Group 2: Capital and Financing - Over its nine years of operation, the company has attracted significant capital resources, with 48 shareholders as of September 2025 [8]. - The company completed its D+ round of financing in September 2025, with strategic investments from various funds and companies, including the Beijing Green Energy and Low Carbon Industry Investment Fund [8]. - Previous financing rounds included investments from notable firms such as Huawei, IDG Capital, and Xiaomi [8]. Group 3: Product Development and Collaborations - Weilan New Energy has developed a product matrix that includes high-energy density power cells and ultra-safe energy storage cells, with successful deliveries to major automotive and energy companies [9]. - The company has partnered with BASF to launch a new generation of solid-state battery packs, emphasizing safety through the use of solid electrolytes [9]. - Collaborations with other listed companies, such as Huayou Cobalt and Enjie, have been established to enhance the development of solid-state battery technologies [11][12]. Group 4: Global Expansion - The company has established a global presence with R&D headquarters in Beijing, Europe, and multiple production bases in China and abroad [12]. - Weilan New Energy's business operations extend to various countries, including the United States, Canada, and several European nations [12].
官方德国展团首次亮相ESIE 2026储能展
Group 1 - The core viewpoint of the article emphasizes the deepening cooperation between German and Chinese enterprises in the energy storage sector, marked by the collaboration of the 14th Energy Storage International Summit and Exhibition (ESIE 2026) with the German Chamber of Commerce in Greater China (AHK) [1][2] - The establishment of the "German Exhibition Group" at ESIE 2026 signifies a milestone in the bilateral cooperation of the energy storage industry, showcasing Germany's strategic engagement in China's vibrant energy storage market [2][4] Group 2 - The German Exhibition Group will present a comprehensive cooperation plan designed around the dialogue needs of German and Chinese enterprises, including technology showcases, professional discussions, and industry dialogues [4][5][6] - Over ten leading German companies will display mature products and system solutions related to energy storage systems, integration solutions, key components, operation, and safety at the exhibition [4] - The event will feature technical sharing and compliance policy sessions from a German perspective, providing authoritative references for enterprises assessing product compatibility and market entry conditions [5] Group 3 - The article highlights the increasing importance of energy storage in Germany, with renewable energy expected to account for 55% of the energy mix by 2024, and a significant year-on-year growth of 159% in large-scale energy storage [8] - Chinese companies like CATL, Huaneng, and JinkoSolar have already secured major contracts in the German energy storage market, demonstrating the global competitiveness of Chinese energy storage technology [8] Group 4 - ESIE has become a crucial platform for global energy storage technology, projects, policies, and capital, attracting buyers from over 50 countries and various international organizations [9] - The event will facilitate international business matchmaking and discussions, enhancing cross-border cooperation opportunities in the energy storage sector [9][13]