Core Viewpoint - The 2025 China Energy Storage CEO Summit and the 10th International Energy Storage Innovation Competition will be held from December 3-5, 2025, in Xiamen, Fujian, focusing on the globalization of the energy storage industry and gathering leaders and experts to discuss emerging markets and innovative topics in energy storage [2]. Event Overview - The summit will feature a main forum on December 4, 2025, with various keynote speeches and discussions on green low-carbon development opportunities and challenges, as well as the global mission of energy storage companies [8]. - The event will include a series of thematic forums focusing on overseas energy storage market opportunities, advanced energy storage technology innovations, and solutions for data centers [9][11]. Keynote Speakers and Topics - Notable speakers include Chen Haisheng, President of the China Energy Storage Industry Technology Alliance, and Zheng Nanfeng, an academician from the Chinese Academy of Sciences, who will address critical topics related to energy storage and green energy systems [8]. - The summit will also feature discussions on the challenges and opportunities in the Australian National Electricity Market and the Danish energy storage market [10][12]. Awards and Recognition - An award ceremony for the "10th International Energy Storage Innovation Competition" will take place during the summit, highlighting innovative contributions in the energy storage sector [8]. Supporting Organizations - The event is co-hosted by several organizations, including Xiamen University and Xiamen Kehua Data Co., Ltd., with support from various energy companies and industry associations [16].

Core Viewpoint - The article discusses the public solicitation of opinions on the draft implementation rules for the sustainable development price settlement of new energy in Shandong Province and the risk prevention measures for the retail electricity market, aiming to enhance the scientific and operational aspects of electricity price reform [2][8]. Group 1: New Energy Sustainable Development Price Settlement - The implementation rules define new energy projects as wind and solar power projects connected to the Shandong power grid, with projects completed by May 31, 2025, classified as existing projects and those starting from June 1, 2025, as incremental projects [2][11]. - The mechanism electricity ratio for existing photovoltaic poverty alleviation projects completed before December 31, 2024, is set at 100% [3][14]. - For existing projects, the mechanism electricity price is based on the provincial coal benchmark price of 0.3949 yuan per kWh, including VAT [5][18]. Group 2: Mechanism Electricity and Price Settlement - The monthly difference settlement fee is calculated using the formula: Monthly difference fee = (mechanism price - settlement reference price) × monthly mechanism electricity [5][20]. - The settlement reference price for wind and solar power is determined based on the weighted average price of similar centralized projects in the Shandong electricity market [20][21]. - The mechanism electricity for incremental projects will not execute the mechanism price if the annual mechanism electricity scale is not met by the end of the year [4][15]. Group 3: Execution Period and Project Changes - The execution period for existing projects is determined by the remaining hours of reasonable utilization over the project's lifecycle or 20 years, whichever is shorter [6][25]. - Existing projects can voluntarily apply to reduce the mechanism electricity ratio, with a minimum reduction of 10% per application [7][31]. - Incremental projects must meet specific conditions to participate in the mechanism price bidding, and any delays in full capacity connection may result in the invalidation of the bidding results [28][34]. Group 4: Retail Market Price Risk Prevention - The retail market allows electricity companies and users to autonomously conduct transactions, determining electricity quantity and price through contracts [39][40]. - A price ceiling option is available for retail users, allowing them to choose whether to implement a price cap in their contracts [42][51]. - The article emphasizes the establishment of a price warning mechanism to monitor and address price anomalies in the retail market [53][54].

Core Viewpoint - The article highlights the successful integration of a 500 MW/200 MWh energy storage project in Inner Mongolia's Tongliao City into the regional power market, which is expected to enhance the stability of the local power system and increase the utilization of clean energy [2]. Group 1: Project Details - The energy storage project, located in Tongliao City, has undergone rigorous testing and is now operational, contributing to the stability of the power system in Inner Mongolia [2]. - The project features a maximum single charge and discharge capacity of 2 million kilowatt-hours, with an annual peak-valley electricity transfer of 600 million kilowatt-hours, potentially reducing carbon emissions by approximately 530,000 tons each year [4]. - The project employs advanced technologies for peak regulation, frequency modulation, and voltage support, significantly improving the system's adjustment capability and overall efficiency [4]. Group 2: Technology and Innovation - The project utilizes a 5 MW centralized converter and booster integrated solution, which simplifies installation, debugging, and maintenance processes, thereby reducing overall system costs [4]. - The converter is designed to withstand harsh environmental conditions, including extreme low temperatures of -35°C and high dust levels, achieving an industry-leading efficiency of over 99% [4]. - The modular design allows for quick fault localization, reducing maintenance time and costs, while features like self-cleaning fans help maintain optimal performance [4]. Group 3: Company Positioning and Future Plans - As a leading company in China's energy storage PCS market, the company emphasizes "high efficiency, reliability, and intelligence" in its full-scene energy storage solutions [5]. - The successful operation of the Tongliao energy storage project demonstrates the company's technical strength and commitment to carbon neutrality [5]. - The company plans to continue innovating in the energy storage sector to support the transition to renewable energy and contribute to the development of a clean, low-carbon power system [5].

Core Viewpoint - Huawei Digital Energy has successfully completed the industry's first fire safety test for commercial and industrial liquid-cooled energy storage solutions based on the latest UL9540A:2025 standard, setting a new safety benchmark for the industry [2][9]. Group 1: Extreme Testing Environment - The test created an unprecedentedly harsh environment to comprehensively validate the safety performance of the energy storage system under extreme conditions, triggering thermal runaway in 60 cells simultaneously [4]. - The testing conditions included a fully charged state of 100% SOC, the use of an open-door combustion scheme, and the shutdown of all fire protection systems to assess the system's inherent design resilience [4]. Group 2: Five-Level Protection System - Huawei's commercial energy storage solution demonstrated exceptional safety performance through an innovative five-level protection design, which includes: - Thermal insulation design between cells to slow down the spread of thermal runaway [5]. - A full metal shell capable of withstanding temperatures over 1500℃, maintaining structural integrity during a fire [5]. - A unique positive pressure oxygen-blocking and directional smoke exhaust design to effectively divert combustible materials and significantly reduce fire impact [5]. Group 3: Fire Maze Design - The energy storage cabinet features a maze structure at all sealed interfaces to effectively prevent the spread of flames [6]. - The cabinet is reinforced for fire resistance, providing comprehensive fire protection [6]. Group 4: Performance Data - Key data collected during the test demonstrated the safety and reliability of Huawei's energy storage solution, with a maximum temperature of only 45.3℃ in adjacent cells at a fire temperature of 961℃, well below the threshold for cell venting [7]. - The maximum heat release rate recorded was 3MW, with total burn time of less than 3 hours before self-extinguishing, showcasing excellent thermal management capabilities [7]. Group 5: Industry Leadership - The extreme combustion test, witnessed by TÜV Rheinland, not only validated the safety performance of Huawei's energy storage solution under extreme conditions but also provided valuable safety verification experience and templates for the industry [9]. - Huawei's energy storage system has been recognized for its leading capabilities in thermal runaway prevention and flame spread containment, further establishing a milestone for safe large-scale applications in the industry [11].

Core Viewpoint - The article highlights the significant advancements in energy transformation for high-energy-consuming enterprises under the "dual carbon" goals, particularly through the collaboration between Inner Mongolia Chuangyuan Metal Co., Ltd. and Guangzhou Zhiguang Energy Storage Technology Co., Ltd. This partnership has led to the signing of a third-phase cooperation contract for an integrated energy storage project, achieving a cumulative capacity of over 1 GWh, setting a new industry record for user-side energy storage systems [5][9]. Group 1: Policy-Driven Collaboration - The third-phase project, located in the industrial park of Hohhot, Inner Mongolia, utilizes Zhiguang Energy Storage's self-developed grid-type cascade high-voltage energy storage system, coinciding with the release of national guidelines promoting the integration of renewable energy [6][9]. - The first phase of the project achieved the world's first black start test of a grid-type cascade high-voltage energy storage system in conjunction with a coal-fired unit, recognized as an exemplary energy storage demonstration project in Inner Mongolia [6]. - The second phase included 72 battery containers and 4 grid connection cabins, providing comprehensive power services such as frequency regulation and peak shaving [6]. Group 2: Technological Breakthroughs for Green Power Supply - The grid-type cascade high-voltage energy storage system developed by Zhiguang Energy Storage addresses the challenges posed by extreme weather and the intermittent nature of renewable energy, ensuring stable and efficient direct supply of renewable energy to high-load enterprises like Chuangyuan Metal [12][14]. - The system acts as an "energy buffer" and "emergency power supply," significantly improving the absorption rate of green electricity and preventing production interruptions due to fluctuations in wind and solar power [14]. Group 3: Benchmarking Effect for Industrial Decarbonization - The collaboration between Zhiguang Energy Storage and Chuangyuan Metal exemplifies a new path for the synergy of green low-carbon development and efficient production, maximizing clean energy absorption while reducing electricity costs and enhancing supply reliability [17]. - This model sets an innovative benchmark for high-energy-consuming enterprises nationwide, particularly in sectors like steel and aluminum, where the demand for green electricity substitution is urgent [17]. - The third-phase cooperation is a crucial step for the enterprise in practicing green development, aiming to transform the regional energy structure towards a clean and low-carbon model [19].

文 | 央广网 近日， 霍尔果斯经济开发区兵团分区300兆瓦/ 6 0 0兆瓦时浸没式储能电站正式并网运营， 这是兵团首个大型电化学储能电站。 据了解，该电站是四师可克达拉市重点共享储能项目，总投资6 . 2 8亿元，配套新建220千 伏升压站及专用线路，可提供电网调峰、调频、备用容量"三位一体"服务，充分消纳周边 光伏等新能源，预计年上网电量1.2亿千瓦时。 "十四五"以来，四师可克达拉市积极落实"双碳"目标，加快推动发展方式向绿色低碳转 型，大力培育清洁能源与新型储能产业，为构建现代化能源体系、推进绿色低碳发展奠定 坚实基础。 截至目前，该师市电网总装机容量147.5万千瓦，其中新能源装机容量90万千 瓦。 第十四届储能国际峰会暨展览会 ESIE 2026 时间： 202 6年4月1 - 3日 地点： 北京·首都国际会展中心 相关阅读 国家发改委：储能设施项目可申报基础设施REITs！ 2GWh！国内单体容量最大独立新型储能电站建成投运 远景储能冠名B4未来生态馆！解锁储能多场景应用商机 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、产业交流、活动对接 ...

透视财报：解读储能企业的业绩"含金量" （一）收入与净利润：行业规模效应显著，头部带动能力强 根据CNESA Datalink全球储能数据库不完全统计 ， 2025年第三季度新增装机 9.45GW/26.56GWh，同比+13%/+30%。 前三季度新增 装机规模达去年全年新增装机的 78%，2025 年新增装机有望超过去年。这充分表明， 尽管136号文的出台曾引发市场对增速放缓的担忧， 但储能电池行业凭借强劲的内生需求，依然展现出极高的发展 韧性与活力，实际装机表现持续向好。 | 公司 | 前三季度营收 | 前三季度净利润 | | --- | --- | --- | | | (亿元) | (亿元) | | 宇德时代 | 2831 | 490.3 | | 比亚迪 | 5662.66 | 233.33 | | 亿纬锂能 | 450 | Illianc 28.16 | | 欣旺达 | 435.3 | 14.05 | | 国轩高科 | 295.10 | 25.33 | | 鹏辉能源 | 75.81 | 1.15 | | 派能科技 | 20.13 | 0.48 | | 赣锋锂业 | 146.25 | 0.26 | | ...

Core Viewpoint - The National Development and Reform Commission (NDRC) has released a notification to expand the scope of infrastructure Real Estate Investment Trusts (REITs) to activate existing assets and promote a virtuous investment cycle [2][5]. Summary by Relevant Sections Expansion of REITs - The NDRC aims to enhance the role of infrastructure REITs in revitalizing existing assets and facilitating investment cycles, in line with national policies for urban high-quality development and consumption stimulation [5][6]. Eligible Project Categories - The notification outlines 15 categories of projects eligible for application, including: 1. **Energy Infrastructure**: Projects in clean energy such as wind, solar, hydro, natural gas, biomass, and nuclear power, as well as energy storage and flexible coal power projects [9]. 2. **Transportation Infrastructure**: Includes toll roads, railways, airports, and ports [9]. 3. **Municipal Infrastructure**: Covers urban water supply, gas, heating projects, and parking facilities [10]. 4. **Ecological and Environmental Infrastructure**: Involves urban sewage and waste treatment facilities [10]. 5. **Logistics Infrastructure**: Warehousing services including general and specialized cold storage [10]. 6. **Park Infrastructure**: Facilities in free trade zones and national-level development zones [10]. 7. **New Infrastructure**: Projects related to data centers, AI, 5G, and smart city initiatives [10]. 8. **Rental Housing**: Projects for affordable and public rental housing in major cities [11]. 9. **Water Conservancy Facilities**: Projects with water supply and power generation functions [12]. 10. **Cultural and Tourism Infrastructure**: Projects related to national heritage and major tourist attractions [12]. 11. **Consumer Infrastructure**: Includes shopping centers, community commercial projects, and sports venues [12]. 12. **Commercial Office Facilities**: High-grade office buildings in major cities [13]. 13. **Elderly Care Facilities**: Registered elderly care projects [14]. 14. **Urban Renewal Facilities**: Projects for the renovation of old neighborhoods and factories [14]. 15. **Other Infrastructure Projects**: Projects aligned with national strategic and industrial policies [15]. Project Quality and Compliance - Projects must adhere to the guidelines set forth in previous notifications and should be selected based on quality, with a focus on risk awareness [6][7].

Core Viewpoint - The article discusses the draft proposal for the Sichuan 2026 Electricity Market Trading Overall Plan and the Electricity Market Rules System V4.0, focusing on the optimization of time-of-use pricing and the establishment of a market mechanism to enhance electricity supply security and promote clean energy utilization [2][4]. Summary by Sections 1. Market Trading Overview - The expected electricity market trading scale in Sichuan for 2026 is approximately 2,300 billion kilowatt-hours [6]. - All industrial and commercial users are expected to participate directly in the electricity market trading, with those not participating being represented by grid companies [6][8]. 2. Pricing Mechanism - Electricity prices on the generation side will be formed through bilateral negotiations and centralized trading, with no upper limit on market trading prices for high-energy-consuming users [4][27]. - The retail settlement formula includes a linkage ratio of 5%-10% for pricing adjustments [4]. 3. Market Participants - Participants include electricity users, generation companies, electricity sales companies, grid companies, and new operational entities such as energy storage and virtual power plants [8][12]. - New energy sources like distributed solar and wind power are encouraged to participate in market trading [37]. 4. Trading Types - The trading includes long-term and spot trading, with specific arrangements for annual, monthly, and intra-month transactions [16][19]. - Spot trading will be organized based on real-time market conditions, ensuring optimal resource allocation [20][24]. 5. Settlement Mechanism - The settlement for wholesale trading will follow a "daily clearing monthly settlement" model, with real-time market prices used for hourly settlements [32]. - Retail trading will be settled monthly based on the contracts signed between retail users and electricity sales companies [32]. 6. Risk Management - A market risk monitoring and mitigation mechanism will be established to address price volatility and ensure market stability [38]. - Measures will be implemented to monitor the performance of electricity sales companies and ensure compliance with market rules [39]. 7. Implementation and Coordination - The Sichuan Development and Reform Commission, along with other regulatory bodies, will oversee the market's construction and operation, ensuring effective coordination among stakeholders [46]. - Market participants are encouraged to maintain fair practices and comply with regulations to foster a stable trading environment [46].

晶澳科技为当地一家现代化水产养殖基地打造的"光伏+储能"一体化项目成功并网 ，已成 为该地区工商业储能领域备受关注的示范项目。该项目不仅是晶澳储能技术实力的集中展 现，更是"光储+X"模式在全球市场成功落地的生动实践，标志着中国储能系统解决方案正 以场景化创新，积极助力全球能源转型。 「光储+渔业」项目全景：生于需求，成于智慧 无数海岛企业面临共同困境：电网扩容成本高企，传统能源价格持续攀升，而丰富的太阳能 资源却因缺乏储能设施而无法高效利用。 晶澳的这一项目并非简单的设备出口，而是基于客户实际痛点的定制化能源解决方案。针对 客户需求，晶澳构建了以"最大化光伏自消纳"为核心，兼具"应急备份"和"电费管理"功能 的智慧微能源网。 这不仅是一套储能系统，更是一个能够自我调节、智能响应的微电网生 态系统。 海岛能源新范式：智能协同，高效可靠 该项目集成了3 .2MW已并网光伏与2MW新建光伏，搭配2.61MWh储能系统，形成了动态 可扩展的能源架构。 作为典型的工商业储能应用，系统通过智能协调"光-储-荷"运行，最大化提升光伏自消纳能 力，有效缓解海岛地区电网容量限制问题。即使在电网异常时，系统也能快速切换为应急备 ...