第四届 钠离子电池产业链与标准发展论坛 为进一步推动钠离子电池产业化和标准体系建设， 由中国电子技术标准化研究院、中 关村储能产业技术联盟联合主办，威海南海新区管理委员会承办的"2025 第四届钠离 子电池产业链与标准发展论坛"将于 2025年9月24日—26日在山东省威海市举办。 针 对钠离子电池标准、技术研发和产业现状进行研讨，论坛拟邀请国家市场监督管理总 局标准技术管理司、工业和信息化部电子信息司等领导以及相关专家院士出席。 第四届钠离子电池产业链与标准发展论坛 将继续举办标准讨论宣贯、政策研讨、主旨 报告、权威测评、产业链/应用端分论坛、产品展示等环节。 一、主办单位 中国电子技术标准化研究院 中关村储能产业技术联盟 二、承办单位 威海南海新区管理委员会 三、会议时间 2 0 25年9月2 4日—2 6日 四、会议地点 山东省威海市鲁源锦尚颐国际酒店（地址：威海市文登区南海新区金海路1 4 5号） 五、特邀单位及专家（拟） 政府部门 国家市场监督管理总局 产业单位 钠离子电池相关科研机构、高校 汽车制造商 储能企业 六、日程安排 工业和信息化部 地方政府 地方工信厅 钠离子电池行业龙头单位 钠离子电池 ...

Core Viewpoint - The article discusses the public tender announcement for the procurement of liquid-cooled battery systems for energy storage by Longyuan Power Group, with an estimated scale of 1360 MWh divided into four lots, including lithium iron phosphate, semi-solid, and sodium-ion batteries [2][3]. Group 1: Project Overview - The project aims to advance the construction of energy storage projects and meet the rapid construction demands by procuring liquid-cooled battery systems [5]. - The estimated procurement capacity is 1360 MWh, divided into four lots: Lot 1 (600 MWh), Lot 2 (700 MWh), Lot 3 (10 MWh), and Lot 4 (50 MWh) [6]. - The delivery period is set for 45 days after the project demand is confirmed [6]. Group 2: Tender Details - Lot 1 and Lot 2 will utilize lithium iron phosphate cells with a minimum single cabin capacity of 5 MWh [6]. - Lot 3 will use semi-solid cells, while Lot 4 will focus on sodium-ion cells, which must match the size of conventional lithium iron phosphate cells [6]. - The contract will be valid until December 31, 2026, with actual procurement based on project construction progress [7]. Group 3: Bidder Qualifications - Bidders must be legally registered independent entities and manufacturers of the battery cells being tendered [8]. - Specific performance requirements include having contracts for at least 200 MWh of lithium iron phosphate equipment for Lots 1 and 2, and 10 MWh for Lots 3 and 4 [8]. Group 4: Tender Process - Interested bidders must register on the National Energy Group's ecological cooperation platform and purchase the tender documents online [10]. - The deadline for submitting bids is set for September 22, 2025, at 10:00 AM [13].

文 | 中关村储能产业技术联盟 此外，星星充电宣布近日已与 东欧客户 签署储能合作协议，将为其提供规模达 100MWh的储能系统 ， 该项目计划于 今年年底前启动分批交 付 。这也标志着星星充电 全球储能布局 的进一步加速。 近日，星星充电宣布，与 印度 光伏 EPC及可再生能源解决方案供应商Prozeal Green Energy公司达成战略合作， 成功签订近1GWh的储能 订单 ，这也标志着 星星充电正式进军印度储能市场 ，助力当地能源结构转型。 印度作为全球增长最快的储能市场之一，在可再生能源并网、电网稳定性以及电力供需平衡等方面正在面临重要挑战。为实现 2030年非化石能 源发电占比提升至50%的目标，印度对大规模、高效率储能解决方案的需求日益迫切。在此背景下， 星星充电与Prozeal Green Energy的合 作 将为印度能源结构转型提供关键技术支持，推动其清洁能源战略落地。 未来，星星充电将向 Prozeal Green Energy提供其核心储能产品—— 5MWh集中式储能系统 ，以 支持旗下多个可再生能源和电池连接项 目。 该储能系统具备 " 高密度、高安全、高收益 "三大核心优势，采用 ...

公司介绍 熙 禾 智 能 （ XI HE INTELLIGENCE ） ， 世 界 领 先 的 电 化 学 储 能 早 期 安 全 预 警 技 术 提 供 商；" 储能早期安全预警 "概念提出者、倡导者、践行者，以科技进步、技术创新服务于 电化学储能行业。 公司坚持技术创新，在国际上首先提出声音预警技术并成功研发出满足市场需求的产品， 填补了市场空白。 公司致力于电化学储能早期安全预警产品研发、生产、销售和技术服 务，为客户提供先进、可靠、定制化技术解决方案，鼎力支持电化学储能行业的安全快速 发展。 文 | 中关村储能产业技术联盟 近日 ， 熙禾智能 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。 熙禾智能携手国家" 211工程"重点建设高校——郑州大学，双方共建"郑州大学电网储能 与电池应用研究中心-郑州熙禾智能科技有限公司电化学储能安全预警实验室" ,专注于"电 化学储能在线监测和预警技术"、"电化学储能电站电池安全性和消防预警技术"等前沿技 术研究。 公司科研成果先后获得"江苏省电力科学进步奖一等奖"、"中国安全生产协会安全科技进 步奖二等奖"、 "工信部先进储能技术创新挑战赛一等奖"、"工信部 ...

Core Viewpoint - The article emphasizes that with the implementation of Document No. 136, the independent energy storage capacity leasing model will gradually fade, and independent energy storage will inevitably participate in the electricity market, with spot market price arbitrage becoming a primary source of revenue [2][3]. Group 1: Progress of Spot Market Construction - The national top-level design for electricity market reform has made significant progress, establishing a multi-level, multi-category, multi-functional, and multi-entity electricity market system [4]. - The National Development and Reform Commission and the Energy Administration issued Document No. 394 in April 2025, outlining the timeline for the construction of spot markets in various provinces [4]. - Various provinces are accelerating the construction of electricity spot markets, with several regions transitioning to formal operations in 2023, including Inner Mongolia, Hubei, and Zhejiang [5][7]. Group 2: Independent Energy Storage Profitability - The profitability of energy storage in the spot market largely depends on the peak-valley price difference, influenced by multiple factors such as generation characteristics and market price limits [8][10]. - Different provinces have unique market rules for energy storage participation, with some provinces implementing compensation mechanisms for energy storage due to low price differences in the spot market [11][14]. - The peak-valley price difference has shown an upward trend since 2025, with Shanxi experiencing the largest increase of 43% [10][11]. Group 3: Market Rules and Mechanisms - Provinces are continuously optimizing market rules and trading mechanisms, allowing energy storage to participate as an independent entity in market transactions [8][9]. - The article outlines various operational states of the spot market across provinces, indicating that some regions have implemented continuous settlement trial operations while others are in different stages of market readiness [7][9]. - The article highlights the need for a fair and reasonable market competition environment to ensure that independent energy storage can achieve value returns through diversified participation in energy markets [11].

Core Viewpoint - The article highlights the successful implementation of a large-scale emergency backup power project by Xinyuan Zhichu in Beijing's Fangshan District, marking a significant breakthrough in the communication sector and providing a model for domestic emergency backup power solutions [2][3]. Group 1: Project Overview - The emergency backup power project, undertaken by Xinyuan Zhichu, is the first super base station in Beijing, capable of providing 72 hours of emergency power support [2]. - The project covers 117 base stations, 11 mountainous towns, 119 administrative villages, and 12 natural villages, benefiting over 150,000 people [2]. - A total of 138 units of the "Zhichu·Galaxy" super-molecular fully immersed commercial energy storage integrated machine, with capacities of 125 kW and 261 kWh, have been deployed [2]. Group 2: Performance and Recognition - During severe rainfall in Fangshan District, the equipment operated continuously and reliably, ensuring uninterrupted power supply to 15 communication stations, benefiting over 10,000 residents [2]. - The project received high recognition from the Beijing municipal government, being praised as the "Fangshan Model" for communication backup power [2]. Group 3: Future Developments - Xinyuan Zhichu plans to continue advancing energy storage technology, focusing on integrated storage and charging solutions, data centers, and domestic supercharging stations [3]. - The company aims to launch standardized commercial storage products that are "safer, longer-lasting, and smarter," contributing to the high-quality development of the domestic commercial storage industry [3].

Core Viewpoint - The company, XINWANDA, reported a revenue of 26.985 billion yuan for the first half of 2025, reflecting a year-on-year growth of 12.82%, while the net profit attributable to shareholders was 856 million yuan, up 3.88% year-on-year. However, the net profit excluding non-recurring items decreased by 28.03% to 583 million yuan [2][3]. Revenue Breakdown - The revenue from energy storage systems reached 1 billion yuan, showing a significant growth of 68.85% [3]. - Revenue from consumer batteries was 13.890 billion yuan, with a year-on-year increase of 5.22% and a gross margin of 19.63%, up 1.56% [3]. - Revenue from electric vehicle batteries was 7.604 billion yuan, growing by 22.63%, but the gross margin decreased by 1.89% to 9.77% [3]. - The gross margin for energy storage systems was 20.26%, down 7.86% year-on-year [3]. Regional Performance - Domestic revenue was 16.304 billion yuan, up 14.55%, with a gross margin of 19.89%, down 1.70% [4]. - International revenue reached 10.681 billion yuan, growing by 10.29%, with a gross margin of 9.54%, which increased by 0.31% [4]. Production and R&D - The company has become one of the leading manufacturers of lithium-ion battery modules in China, with strong design and manufacturing capabilities [7]. - In the first half of 2025, the company shipped 8.91 GWh of energy storage systems, marking a year-on-year increase of 133.25% [8]. - The company is expanding its global production bases, with projects in various provinces in China and countries like India, Vietnam, Hungary, Morocco, and Thailand [8]. - The company is increasing R&D investments in various fields, including consumer battery cells, electric vehicle cells, energy storage cells, new materials, hydrogen technology, and green shipping [9].

Core Viewpoint - The article emphasizes the significant achievements and ongoing challenges of China's electricity system reform during the "14th Five-Year Plan" period, highlighting the transition from a planned to a market-oriented electricity production organization, and the need for further reforms to adapt to the new energy system and high proportion of renewable energy integration [2][6]. Group 1: Achievements of Electricity System Reform - The reform has led to a remarkable increase in market-oriented electricity transactions, with national market transactions rising from 1 trillion kWh in 2016 to 6.2 trillion kWh in 2024, accounting for 63% of total electricity consumption [3]. - The volume of cross-provincial and cross-regional market transactions reached 1.4 trillion kWh in 2024, growing more than tenfold since 2016 [3]. - The trading volume of green certificates in 2024 reached 446 million, a staggering increase of 364% year-on-year, while green electricity trading exceeded 230 billion kWh, up 235.2% [3]. - Over 50% of renewable energy generation is now consumed through market mechanisms, maintaining a utilization rate of over 95% despite rapid growth in installed renewable capacity [3]. Group 2: Market Structure and Competition - A unified market system covering inter-provincial, provincial, mid-to-long-term, spot, and ancillary service markets has been preliminarily established, with seven provinces having transitioned to formal operation of their electricity spot markets [4]. - The number of market participants has surged from 42,000 in 2016 to 970,000 by 2025, creating a diverse and competitive market landscape [5]. - Various types of power sources, including gas, nuclear, and hydropower, are now participating in market bidding, enhancing competition and optimizing generation behavior [5]. Group 3: Challenges Ahead - Despite significant progress, further reforms are needed in market rule design and pricing mechanisms to better accommodate the integration of high proportions of renewable energy and the rapid development of new market entities [6]. - The current electricity market theory based on marginal cost needs refinement to reflect the multi-dimensional value of electricity, including flexibility, safety, and environmental considerations [6]. - The demand-side market remains partially closed, and electricity pricing does not adequately reflect the cost differences across time periods, limiting the effectiveness of price signals in guiding user behavior [6]. Group 4: Future Outlook for Reform - Future reforms should prioritize the security of the electricity system while promoting a clean and low-carbon energy transition, focusing on continuous innovation in institutional mechanisms to support high-quality development of the new electricity system [7]. - Price optimization is essential for resource allocation, requiring orderly competition to avoid price distortions and incentivize cost reduction and efficiency [8]. - Innovative trading mechanisms for renewable energy should be explored to stabilize revenue levels and encourage participation in the spot market [9][10]. - The construction of a capacity market should be accelerated to reflect the long-term marginal costs of various power sources and ensure reliable supply [11]. - A transparent cost-sharing mechanism for transmission and distribution should be established to enhance resource allocation efficiency and support renewable energy consumption [12]. - A precise cost transmission pricing mechanism is needed to help end-users understand the true costs of electricity, encouraging demand-side response and optimizing resource utilization [13].

Group 1 - The article highlights the successful bid announcement for the EPC project of a 500kV substation and an independent energy storage station with a capacity of 50MW/200MWh, indicating significant developments in the energy storage sector in China [2] - The winning bidder, Inner Mongolia Zhongdian Energy Storage Technology Co., Ltd., was established in 2021 and is primarily engaged in the manufacturing of electrical machinery and equipment, showcasing the growth of new players in the energy storage market [2] - The project is part of a broader trend in the energy sector, emphasizing the increasing importance of energy storage systems in enhancing grid stability and supporting renewable energy integration [2] Group 2 - The article references the significant price differences in electricity purchasing, with the maximum peak-valley price difference recorded at 1.3136 yuan/kWh, indicating market volatility and potential opportunities for energy storage solutions [8] - It notes that the mid-to-long-term trading volume of energy storage in Guangdong's electricity market reached 210GWh, with an average monthly trading price of 374.2 cents/kWh, reflecting the growing adoption of energy storage technologies [8] - The article also mentions a year-on-year increase of 9% in newly operational user-side energy storage projects in July, although there was a 41% decrease compared to the previous month, highlighting the fluctuating dynamics of the energy storage market [8]

Core Viewpoint - The article discusses the electricity purchasing prices for September 2025 across various regions in China, highlighting the changes in peak and valley pricing, and the impact of time-of-use pricing policies on energy storage profitability [2][4]. Summary by Sections Electricity Purchasing Prices Overview - As of September 2025, most regions have released their electricity purchasing prices, with the exception of Inner Mongolia West, Jilin, and Xinjiang [2]. - No new time-of-use pricing policies have been announced for this month [4]. Peak and Valley Pricing - In September, 18 regions have a peak-valley price difference exceeding 0.6 yuan/kWh, while 16 regions have a peak segment price difference exceeding 0.3 yuan/kWh [4]. - Guangdong has the highest peak-valley price difference at 1.3136 yuan/kWh, followed by Hainan at 1.043 yuan/kWh and Shandong at 0.854 yuan/kWh [4]. Year-on-Year Comparison - Compared to the same period last year, the maximum price differences have generally decreased, with only 9 regions experiencing an increase [4]. - Notable decreases in price differences were observed in Heilongjiang (-57.4%), Jiangsu (-40.6%), and Liaoning (-35.2%) due to adjustments in time-of-use pricing policies [4]. Regional Pricing Details - The article provides detailed tables of electricity prices for various regions, including peak, flat, and valley pricing for different voltage levels [5][6][10][19]. - For example, in Guangdong, the non-time-of-use price for 1-10 kV is 0.6893 yuan/kWh, while the peak price is significantly higher during peak hours [5][10]. Impact on Energy Storage - The changes in time-of-use pricing policies significantly affect the profitability of user-side energy storage systems, with ongoing monitoring by CNESA [4]. Future Data Availability - CNESA will continue to track electricity price trends, with detailed summaries and data analysis available in their global energy storage database [4].