Core Insights - The article provides an analysis of the energy storage bidding market for September 2025, highlighting trends in project awards and pricing dynamics [2][3]. Group 1: Market Overview - In September 2025, a total of 202 energy storage bidding segments were tracked, showing a year-on-year decrease of 6.0% but a month-on-month increase of 41.3% [4]. - Nearly 60% of the awarded segments were from EPC (Engineering, Procurement, and Construction), totaling 121 segments, which represents a year-on-year increase of 13.1% and a month-on-month increase of 89.1%, marking a new high for the year [4]. Group 2: Awarded Capacity and Trends - The awarded capacity for energy storage systems reached 5.5 GW/19.8 GWh, reflecting a year-on-year increase of 13.4%/71.5% but a month-on-month decrease of 65.1%/49.0% [6][7]. - The EPC awarded capacity was 8.8 GW/23.3 GWh, with year-on-year increases of 71.4%/100.4% and month-on-month increases of 38.3%/15.9% [6][7]. Group 3: Application Scenarios - Over 80% of the awarded capacity was for grid-side applications, with grid-side awarded capacity reaching 16.2 GWh, a year-on-year increase of 112.7% and a month-on-month increase of 43.6% [9]. - The increase in grid-side projects was driven by several large-scale independent energy storage projects in Inner Mongolia and other regions [9]. Group 4: Regional Distribution - In terms of regional distribution, Xinjiang led the country in EPC awarded capacity with 5.3 GWh, where independent storage accounted for 94.3% [11]. - Inner Mongolia also showed high activity in the energy storage bidding market, with an EPC awarded capacity of 4.3 GWh, where independent storage made up 97.7% [12]. Group 5: Pricing Dynamics - The average bidding price for 2-hour energy storage systems was 595.9 yuan/kWh, showing a year-on-year decrease of 11.9% but a month-on-month increase of 5.6% [14]. - The average bidding price for EPC (excluding PC) was 1085.8 yuan/kWh, with a year-on-year decrease of 18.0% and a month-on-month increase of 13.1% [17].

Core Insights - The domestic market for power battery recycling in China is expected to exceed 100 billion yuan by 2030, marking the beginning of a large-scale retirement phase for power batteries [2] - In 2024, the domestic recycling volume of power batteries is projected to surpass 300,000 tons, corresponding to a market scale of over 48 billion yuan [3] Group 1: Industry Standards and Support - The State Administration for Market Regulation, in collaboration with the Ministry of Industry and Information Technology, is actively promoting the development of national standards for the entire power battery recycling industry chain, providing strong technical support for the industry's growth [3] - A total of 22 national standards for power battery recycling have been published, covering various aspects such as general requirements, management specifications, disassembly standards, residual energy testing, and recycling of lithium-ion waste [3][4] Group 2: Technological Innovations and Achievements - Contemporary Amperex Technology Co., Ltd. (CATL) subsidiary, Bangpu Recycling, has achieved a nickel-cobalt-manganese recovery rate of 99.6% and a lithium recovery rate of 96.5% through its DRT directional recycling technology, with plans to process over 120,000 tons of waste batteries in 2024 [3] - Quanzhou Qingneng Company aims to process 237 tons of retired batteries in 2024, achieving a carbon reduction of 238 tons and generating a revenue of 23 million yuan [4] Group 3: Future Directions - The next steps include accelerating the construction of the power battery recycling standard system, focusing on areas such as green design, residual energy testing, discharging, storage, and directional recycling [4]

Core Viewpoint - The article discusses the bidding process for a 300MW/1200MWh energy storage project by Ningxia Ningdong Green Science and Technology New Energy Co., emphasizing the requirements for bidders and the scope of work involved in the project [2][25]. Summary by Sections Project Overview - The energy storage project has a capacity of 300MW and 1200MWh, with each battery unit required to have a minimum capacity of 6.25MWh [2]. Design and Engineering Scope - The project includes comprehensive engineering design tasks such as topographic mapping, geological surveys, preliminary design, technical specifications, and compliance with national standards [3][4][5]. Equipment and Material Procurement - Bidders are responsible for procuring all necessary equipment and materials, including energy storage systems, control devices, and safety equipment, ensuring compliance with specified standards [6]. Construction and Installation - The scope includes civil construction and electrical installation, covering the installation of various systems and ensuring all work meets local regulations and standards [8][9]. Testing and Commissioning - Bidders must complete all equipment commissioning and testing, including performance tests and system integration, before handing over the project to the owner [12][13]. Coordination and Services - The project requires bidders to manage policy-related issues, technical training, and warranty services during the construction phase [14][15]. Acceptance and Other Services - Bidders are responsible for all acceptance testing and regulatory compliance, including coordination with local authorities and obtaining necessary permits [16][17]. Bidder Qualifications - Bidders must meet specific qualifications, including legal registration, relevant construction and design certifications, and proven experience in energy storage projects [25][26][27]. Project Timeline - The planned start date for the project is November 20, 2025, with a completion target of April 30, 2026, for full capacity grid connection [22][23]. Submission Details - Bidders must submit their proposals electronically by November 2, 2025, with specific guidelines for document submission outlined [31][32].

Core Viewpoint - The article emphasizes that artificial intelligence (AI) is not merely a tool but a主体, with a new paradigm defined as "physical artificial intelligence," which deeply integrates AI with physical laws, system boundaries, and knowledge graphs. The core competition in future energy systems will shift from asset-based to AI-based assets [2][4]. Group 1: AI Storage System - The launch of the Envision Galileo AI Storage System is a significant development, which utilizes two main intelligent agents: the trading agent and the grid construction agent, to establish a stable foundation for new power systems [2][4]. - The trading agent acts as an "economic brain," enabling automated trading through the Envision Tianji weather model and the Envision Tianshu energy model, achieving a 21.91% increase in project lifecycle returns based on stable operational data [4][5]. - The grid construction agent functions as a "stability nerve," utilizing super-perception and adaptive capabilities to gain insights from grid node signals, significantly enhancing AI model adaptation efficiency by five times [4][5]. Group 2: AI Empowerment Across the Value Chain - AI capabilities span the entire asset lifecycle, with precise forecasting being a prerequisite for revenue generation. The system demonstrates high accuracy in power and weather forecasting, providing reliable decision-making support [5]. - AI diagnostics enhance asset health by offering deep insights into equipment status, leading to a significant reduction in operational costs [5]. Group 3: Industry Transformation - The AI storage system, supported by dual intelligent agents, is crucial for maximizing the potential of renewable energy. The core competitiveness of the storage industry is shifting from the equipment itself to the embedded "AI assets" [6]. - The integration of physical artificial intelligence will drive the green energy transition, enabling the construction of new power systems and ending the homogeneous competition in the industry, leading to rational prosperity [6].

近日，国内最大容量的用户侧储能项目——四川广元中孚、林丰 107.12MW/428.48MWh 用户 侧锂电新型储能项目建设已进入最后冲刺阶段。该项目自2025年7月30日开工以来，各项建设 工作均按计划稳步推进，目前正全力冲刺11月30日的竣工目标。 据悉，该项目由储能行业领军企业 鹏辉能源 与铝业龙头企业 中孚铝业 联手打造。项目选址紧 邻中孚铝业厂区，直线距离仅210米，可直接接入10KV配电系统，大幅降低线路损耗，提高能 源利用效率。项目通过电缆连接厂区两座220KV变电站，采用"低谷充电、高峰放电"模式，充 放电最大功率107MW、最大电量428.48MWh，单次满充满放时长可达4小时。 据了解，改项目建成后，不仅能为中孚铝业降低用电成本、提升用电可靠性，还可以助力电网削 峰填谷、调节负荷。 按照规划，项目二期将扩容至400MW/1000MWh， 新建220KV变电站、 风电、光伏及充电桩， 最终在广元构建"源网荷储充"一体化区域微电网， 为国家电改及"双 碳"目标落地提供实践样本，同时为广元经济社会发展注入绿色动能。 ESIE 2026 储能产业发展的风向标 文 | 国家级广元经济技术开发区 10 ...

Core Viewpoint - The article discusses the implementation of a series of rules for the electricity market in Hunan Province, focusing on long-term trading, spot market trading, and ancillary services, aiming to enhance market efficiency and participation [1]. Participation Entities - In the long-term electricity market, participants include energy storage companies, aggregators, virtual power plants, and smart microgrids [2]. - The spot market involves independent new energy storage and virtual power plants [2]. - The frequency regulation ancillary services market includes coal-fired, thermal storage, and gas units, as well as independent storage and virtual power plants [2]. Participation Content - Long-term market prices are formed within a range of "time-based trading benchmark price + upward and downward fluctuations," encouraging active peak-shaving participation [3]. - In the spot market, independent new energy storage must be no less than 5MW/10MWh and can participate by choosing to report volume without quoting prices, using the average node price for settlement [3]. - Virtual power plants also participate in a similar manner, using the unified settlement point price for their respective periods [3]. Frequency Regulation Market Details - The response time for coal, thermal storage, and gas units is set at 60 seconds, while hydropower units have a response time of 20 seconds, and storage units have a response time of 5 seconds [5]. - Independent storage must have a frequency regulation capacity of no less than 10MW, with a duration of at least 1 hour [5]. - The price declaration range for frequency regulation is set between 4-15 yuan/MW, with a clearing capacity cap of 10MW for frequency regulation units [5]. Market Parameters - Key market parameters include weight coefficients for regulation rate, response time, and regulation accuracy, with initial values set at 0.4, 0.3, and 0.3 respectively [6]. - The comprehensive frequency regulation performance index entry threshold is set at 0.3, with a standard response time of 60 seconds [6]. Market Connection - During the operation of the spot market, no separate peak-shaving ancillary service trading will be conducted within the province [9]. - The frequency regulation ancillary services market and the spot market will clear separately, with independent new energy storage required to choose participation in either market [9]. Peak-Shaving Ancillary Services Market - The price cap for the peak-shaving ancillary services market is set at no more than 450 yuan/MWh, aligning with the on-grid price of the province's grid-connected renewable energy projects [10]. - Specific price limits for coal-fired peak-shaving are set at 400 yuan/MWh for the fourth tier and 450 yuan/MWh for the fifth tier, while new energy storage is capped at 450 yuan/MWh [10].

Core Insights - The article emphasizes the importance of the synergy between source, grid, load, and storage (源网荷储) as the future of energy transition, highlighting the need for AI storage to drive industry transformation [2][5]. Group 1: Industry Trends - The evolution of the power system will follow two key paths: the implementation of numerous source-grid-load-storage projects, some operating in off-grid modes, and the deepening of electricity market reforms, which will introduce uncertainties for renewable energy asset revenues [3]. - As of August, the cumulative installed capacity of wind and solar power reached 1.7 billion kilowatts, with a target of 3.6 billion kilowatts by 2035, indicating a significant growth opportunity of 1.9 billion kilowatts [2]. Group 2: AI Storage Solutions - AI storage is defined by two main components: the "trading agent," which functions like an electricity trader with capabilities in power forecasting, trading control, and real-time market perception, and the "networking agent," which acts as a power dispatcher ensuring stable grid operation [5]. - The transition from traditional power dynamics of "source following load" to "source-load interaction" is crucial, promoting intelligent interaction and optimization among power sources, grids, loads, and storage [5]. Group 3: Challenges and Barriers - Despite strong national policies supporting the development of source-grid-load-storage systems, challenges such as inconsistent technical standards, difficulties in grid access, and an underdeveloped market mechanism remain significant barriers to project implementation [6]. - Four major market issues were identified: forced high ratios of abandoned electricity due to surplus power, lagging market mechanisms limiting project flexibility, lack of transparency in electricity pricing, and high technical and management difficulties affecting operational efficiency [6]. Group 4: Future Outlook - The key to addressing the core challenges of source-grid-load-storage lies in possessing "full-chain system integration capabilities," which includes understanding both the energy system and intelligent manufacturing [7]. - AI storage is projected to be a critical technological pathway for solving the synergy challenges, with a focus on integrating trading and networking agents to establish sustainable profit models and enhance system value [7][8].

Core Viewpoint - The company aims to become a global leader in energy storage system solutions, focusing on deepening domestic partnerships, exploring valuable storage applications, expanding overseas, and enhancing independent storage project investments through AI and big data capabilities [2][6][7]. Financial Performance - In the first half of 2025, the company reported revenue of 4.522 billion yuan, representing a year-on-year growth of 22.66% [2][9]. - Approximately 9.5 GWh of projects were shipped and recognized as revenue in the first half of 2025 [2][9]. Development Strategy - The company’s strategic focus for the next 3-5 years includes: 1. Deepening cooperation with large domestic power generation groups to maintain market leadership [2][6]. 2. Actively exploring commercially viable energy storage applications and extending the value chain [2][7]. 3. Accelerating overseas market expansion to enhance global influence [2][7]. 4. Increasing investment in independent storage projects and leveraging existing AI and big data analysis capabilities for backend operations [2][7]. Growth Drivers - The growth in 2025 is expected to be driven by: 1. Long-term growth trend in domestic energy storage scale [4][7]. 2. Rapid expansion in overseas markets, particularly in North America, Europe, and Southeast Asia [4][7]. 3. New application scenarios, such as the integration of high-power charging and energy storage, and the demand for energy storage in data center diesel replacement [4][5][7]. Technology and Innovation - The company has developed solid-state and sodium-ion battery applications for energy storage system integration, with a focus on half-solid-state battery technology [3][7]. - The company emphasizes the importance of digital modeling and AI applications in enhancing the trading value of energy storage systems [6][8]. Market Positioning - The company is transitioning from a device supplier to an energy service provider, focusing on the entire lifecycle of energy storage projects, including site selection, equipment selection, and backend operations [8]. - The management is committed to continuous technological innovation to enhance competitiveness and stabilize profitability amid intense market competition [8].

Core Viewpoint - The Chinese energy storage industry is transitioning from "wild growth" to "high-quality development" in 2025, driven by policy changes that emphasize true profitability and the adoption of active balancing technology as a core solution [2]. Group 1: Performance Assessment - Energy storage systems must avoid revenue risks when certain performance characteristics emerge [3]. - Active balancing technology is crucial for addressing lifespan risks by monitoring cell status in real-time and redistributing energy among cells [5]. - The technology can mitigate four major lifespan risks, extending equipment replacement cycles, increasing operational revenue, and reducing cost inputs [5]. Group 2: Project Case Study - The Gansu Minle 40MW/80MWh energy storage project serves as a practical example of active balancing technology [8]. - The project faced capacity degradation, with actual battery capacity dropping to 70%-75% of initial capacity, leading to reduced operational efficiency and increased maintenance costs [6]. - Active balancing can correct cell inconsistency, slow capacity degradation, and enhance charge/discharge efficiency [7]. Group 3: Testing and Results - A comparative experiment was conducted to analyze the impact of active balancing on battery performance, with two battery cabins tested under different conditions [9][10]. - After 11 months, the cabin with active balancing showed a minor capacity decline of 0.90%, while the cabin without it experienced a significant decline of 6.74% [15][25]. - The active balancing cabin maintained better consistency and overall performance, while the other cabin's performance deteriorated significantly [25][26]. Group 4: Future Implications - As the electricity spot market expands, the demand for stable performance and long-term profitability in energy storage projects will increase [26]. - Active balancing technology will play a vital role in managing cell consistency and optimizing lifecycle costs, helping projects overcome challenges related to lifespan degradation and revenue shrinkage [26].

Core Viewpoint - Shandong Weiqiao Group has successfully connected to the State Grid, marking the end of its isolated operation and establishing a new model for integrating self-built power plants with public green electricity consumption, termed the "Weiqiao Model" [1][4][7]. Group 1: Collaboration and Achievements - The meeting between the leadership of State Grid Shandong Electric Power and Weiqiao Group signifies a historic breakthrough in their cooperation, aiming to deepen collaboration and create a win-win development scenario [1][4]. - Weiqiao Group, as the largest private enterprise in Shandong, has achieved significant development milestones, and the State Grid will continue to support its growth through high-quality energy and power development initiatives [4][6]. Group 2: Energy Transition and Green Power - The connection to the public grid allows Weiqiao Group to reduce coal consumption and enhance the absorption of green electricity across Shandong province [4][6]. - The completion of the connection project involved overcoming significant challenges and was achieved ahead of schedule, with three units of 660,000 kW officially connected to the grid by July 9, and a total load of 1,000,000 kW integrated by August 4 [7]. Group 3: Future Directions - Weiqiao Group aims to adapt to changing domestic and international economic conditions by enhancing cooperation with the State Grid, focusing on mutual benefits and complementary advantages [6][7]. - The collaboration is expected to set a replicable and scalable example for promoting green electricity consumption in the province [7].