Core Viewpoint - The global energy landscape is undergoing significant transformation, with renewable energy and energy storage technologies becoming essential for stable power system operations [1] Group 1: Product Launch and Features - The company has launched a new 5MWh string-type energy storage container system, which is designed to meet domestic market demands [2] - The system features an All-in-one high integration design, reducing the footprint by 37.8% and enhancing battery management granularity by 12 times [2] - It includes a smart liquid cooling temperature control system that maintains a temperature difference of within 2°C, ensuring balanced degradation control [2] Group 2: Future Developments - A next-generation centralized large-scale energy storage system is expected to be launched by the end of 2025, promising advancements in energy density and system efficiency [3] Group 3: International Certification and Global Strategy - The 5MWh centralized storage product has received international certifications such as EN 62477-1 and UL 9540, facilitating entry into high-barrier markets like Europe and the US [4] - The company has signed a strategic cooperation agreement with European energy company Versolvio to promote large-scale applications of its storage systems in Europe [4] Group 4: Future Outlook - The company aims to continue innovating in energy storage technology, providing more efficient, safer, and smarter solutions to support global energy transformation [5]

6月11日，宁夏电投永利（中卫）新能源有限公司300万千瓦光伏基地项目300MW/600MWh储能电站EPC工程中标结果公告发布。 中标人：中国能源建设集团陕西省电力设计院有限公司&阳光电源股份有限公司 中标价格：333244158.00元，折合单价0.56元/Wh 据了解，宁夏电投永利（中卫）新能源有限公司300万千瓦光伏基地项目场址位于宁夏回族自治区中卫市沙坡头区常乐镇，占地面积约11.8万亩，项目装机容 文 | 中关村储能产业技术联盟 光伏基地储能工程拟建形式为电源侧储能，储能项目包含3座储能电站，分别设置于三座新建330kV升压站内。每座升压站的储能设施容量均为100MW/200 计划开工日期：2025 年6月 15 日，具体开工时间以招标人开工通知书/监理开工令日期为准。 计划完工日期：2025年9月20日前具备全容量并网条件。（除招标人原因延迟开工或遇不可抗力的因素除外）。 相关阅读 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 | 15.85GWh，储能新增装机同比增长228%！5月新型储能项目分析 42.5MW/130MW ...

Core Viewpoint - The energy storage index experienced significant fluctuations in May, peaking above the 24-year high before retreating, ending the month at 1381.79, a 4.87% increase, while the ChiNext index rose by 2.32% [1] Group 1: Energy Storage Index Performance - The energy storage index increased by 6.94% in the first five months of 2025, contrasting with a 6.93% decline in the ChiNext index [1] - Since the inception of the index in early 2021, the energy storage index has risen by 38.18%, while the ChiNext index has decreased by 32.81% [1] Group 2: Major Players in Energy Storage - CATL completed its H-share application in just three months, listing on the Hong Kong Stock Exchange on May 20, raising 410 billion HKD (52.2 billion USD), marking the largest IPO in Hong Kong this year [4] - 90% of the funds raised by CATL will be used for the construction of a battery factory in Hungary, which represents about 2% of Hungary's annual GDP [4] - CATL's stock opened at 296.00 HKD, a 12.55% increase from the issue price, indicating a premium of 12.55% over its A-share price [4] Group 3: H-share vs A-share Pricing Dynamics - As of the end of May, CATL's closing price in Hong Kong was 303.4 HKD, equivalent to 277.79 RMB, while its A-share closed at 250 RMB, resulting in an 11.16% premium [4] - BYD's Hong Kong stock closed at 392.8 HKD, equivalent to 359.65 RMB, with an A-share closing at 352.3 RMB, leading to a 2.09% premium [4] - The average premium for A/H listed companies was 41% during the same period [4] Group 4: Trends in H-share Listings - There has been a surge in energy storage companies listing in Hong Kong, with four domestic lithium battery companies already listed before CATL, including BYD, Zhongxin Innovation, Ruipu Lanjun, and Zhengli New Energy [7] - Companies like EVE Energy, Shuangdeng Co., Nandu Power, and Haicheng Energy are also initiating their listing processes in Hong Kong [7] - EVE Energy plans to use the funds raised from its H-share listing to enhance its capital strength and global competitiveness [7] Group 5: Financial Performance of Listed Companies - Shuangdeng Co. reported revenue growth from 40.72 billion RMB in 2022 to an expected 45 billion RMB in 2024 [8] - Nandu Power has established a presence in 160 countries and regions, focusing on expanding its international business [9] - Haicheng Energy anticipates significant revenue growth from overseas operations, with overseas revenue projected to rise from 1% in 2023 to 28.6% in 2024 [9]

Core Viewpoint - The article highlights the launch of CRRC Times Electric's 3.X MW energy storage inverter, emphasizing its role in the transition to a new energy system driven by renewable energy sources [1]. Group 1: New Challenges and Requirements - The global energy storage capacity is expected to exceed 1.2 TW by 2025, necessitating a shift in the role of energy storage from "passive support" to "active construction" within the new power system [2]. - The development of high-capacity battery cells and the increasing energy density of battery systems impose higher power and cooling requirements on Power Conversion Systems (PCS) to ensure long-term safe and stable operation [2]. Group 2: Features of the Cloud Hub Inverter - The 3.X MW Cloud Hub energy storage inverter is designed to adapt to mainstream next-generation lithium battery systems with capacities ranging from 587 Ah to 688 Ah, utilizing a self-developed seventh-generation IGBT chip [3]. - It employs ANPC three-level topology and intelligent grid connection control algorithms to significantly enhance grid power quality and reduce inverter losses, achieving efficient AC-DC conversion [3]. - The inverter features an intelligent liquid cooling system and a high overload capacity design, with a 1.5 times overload capability for 10 seconds, meeting grid construction requirements [3]. - Compared to traditional models, the new inverter improves power density by 22% and reduces footprint by 30%, thereby lowering initial system investment costs [3]. - The product incorporates domestically produced core components, high-precision sensors, and a fully localized operating system and database, ensuring performance and supply chain stability [3]. Group 3: Commitment to a Carbon-Free Future - The 3.X MW Cloud Hub energy storage inverter aims to enhance energy efficiency, accelerate renewable energy consumption, and build a more stable grid, contributing to a clean, low-carbon, and efficient modern energy system [4]. - The company emphasizes the need for industry-wide collaboration to achieve a carbon-neutral future and invites partners and stakeholders to work together in promoting the large-scale application of clean energy [4]. Group 4: Market Developments - The global debut of the 6.X energy storage battery cabin was announced, with contracts signed with multiple companies, indicating a significant market presence [5]. - The energy storage sector saw a year-on-year increase of 228% in new installed capacity, totaling 15.85 GWh [5]. - In May, 48 new energy storage policies were released, with Document No. 136's supporting policies becoming a focal point for various regions [5].

试点方向： 文 | 国家能源局 6月10日，国家能源局官网印发了《 关于组织开展能源领域氢能试点工作的通知 》（国能综通 科技〔2025〕91号）。通知指出， 国家能源局将遴选部分项目和区域开展氢能试点工作，进一 步推动创新氢能管理模式，探索氢能产业发展的多元化路径，形成可复制可推广的经验，支撑氢 能"制储输用"全链条发展。 项目试点： 依托项目试点推动氢能先进技术与关键装备推广应用，支撑开展各类标准可行性和 有效性验证， 探索技术先进、模式清晰、可复制推广的项目开发方案。 项目试点由业主单位进 行申报，以单一试点方向为主。相关项目原则上应已完成核准、备案等工作，确保试点项目顺利 投运，商业模式清晰、成本效益明显、减碳效果突出，支持项目应用国家科技重大专项、国家重 点研发计划、首台（套）重大技术装备、能源领域研发创新平台等攻关成果，支撑打造技术装备 成果推广应用新场景、新模式、新机制，巩固提升氢能产业创新力、竞争力。 区域试点： 依托区域试点推动建立健全氢能跨部门协作机制和管理模式，探索创新可持续的绿 色价值实现机制，统筹衔接各类政策资源。 区域试点由牵头城市进行申报，覆盖城市不超过 3 个， 可统筹组织实施 ...

文 | 中关村储能产业技术联盟 2025年6月10日，"真实的能量"宁德时代2025储能587技术日在上海举办，正式宣布 量产交付下一代大容量储能专用电芯——587Ah电芯 。在行业率 先正式量产587Ah电芯同时，宁德时代以创造真实价值为理念，与行业共探下一代储能大电芯的最优解，共商有序健康发展。 宁德时代 587Ah电芯：定义大容量储能最优解 在储能项目的核心需求 ——安全可靠性、能量密度、寿命衰减、 系统效率 上， 宁德时代 587Ah电芯 均 实现了全面提升， "度电成本"进一步优化， 相比上一代产品， 全生命周期投资回报率提升了5% ，大大缩短了投资回报周期。 宁德时代 587Ah电芯 还拥有 行业领先的品质和交付能力。得益于山东时代新基地全球领先的数字化、智能化产线，宁德时代 587Ah电芯实现了 单体 缺陷率达到PPB级（十亿分之一），安全把控等级达7.5西格玛， 生产节拍提升50%，碳排放减少57%。 以真性能 ·真安全·真可靠，定义储能真实价值 在发布会上， 宁德时代市场体系联席总裁、零碳能源事业部总经理郑叶来 指出： "储能产业的核心是 为客户提供真正可靠、高效、安全的储能解决方 案 。在 ...

Core Viewpoint - The article highlights the launch of Shandong's first "lithium battery + supercapacitor" hybrid energy storage project, the Lushan Longyuan Energy Storage Power Station, which aims to enhance renewable energy consumption and improve grid stability [1][2]. Group 1: Project Overview - The Lushan Longyuan Energy Storage Power Station is located in Yantai, Zhaoyuan City, and has a total capacity of 320 MW/640.2 MWh, consisting of 120 MW/240 MWh lithium iron phosphate batteries and 2 MW/0.2 MWh supercapacitors [1]. - The project is designed to meet the electricity needs of 1,000 households for 100 days with a full charge and is expected to increase renewable energy consumption by approximately 200 million kWh annually [1]. Group 2: Technical Features - The first phase of the project, with a capacity of 200 MW/400 MWh, is set to be operational by November 28, 2024, and features 120 PCS-9567 type grid-forming inverters [2]. - The energy storage station can operate in both grid-following and grid-forming modes, enhancing grid stability and providing power to critical loads during grid disturbances [2]. Group 3: Regional Impact - With the integration of the Lushan Longyuan Energy Storage Power Station, Yantai now has 17 energy storage stations, bringing the total storage capacity to 1.4328 million kW [2]. - By 2025, the Yantai grid is projected to facilitate the consumption of 1.93 billion kWh of renewable energy through the utilization of energy storage facilities [2]. Group 4: Policy and Market Developments - Shandong aims to exceed 10 GW of new energy storage capacity by the end of the year, supported by various policies including the introduction of a time-of-use pricing model to promote market-oriented operations of energy storage stations [4]. - Recent policies encourage virtual power plants to participate in the electricity market, providing support for demonstration projects [4].

Core Viewpoint - The article highlights the establishment and role of the Zhongguancun Energy Storage Industry Technology Alliance, emphasizing its significance in promoting the development of the energy storage industry in China through policy influence and technology application [1]. Group 1: Alliance Overview - The Zhongguancun Energy Storage Industry Technology Alliance was founded in March 2010 and is the first non-profit industry organization focused on energy storage in China [1]. - The Alliance has been recognized as a "5A Social Organization" by the Beijing Civil Affairs Bureau twice since 2015 [1]. - It comprises 800 member units from both domestic and international sectors, including energy storage technology manufacturers, renewable energy companies, and research institutions [1]. Group 2: Functions and Services - The Alliance plays a crucial role in supporting government departments in formulating development strategies for the energy storage industry and advocating for industry development models [1]. - It has established five foundational service platforms: industry research, policy promotion, activity exchange, alliance standards, and financial services to efficiently serve various stakeholders in the energy storage sector [1]. Group 3: Related Organizations - The Energy Storage Professional Committee of the China Energy Research Society was established on September 28, 2016, with support from the National Energy Administration, serving as a non-profit academic organization for industry research and technology development [1].

Core Viewpoint - Hangzhou New Energy Investment Development Co., Ltd. has announced a tender for the 2025-2026 energy storage procurement project with a budget of 105 million yuan, divided into two lots: one for an 80MW/160MWh energy storage system and the other for retired power battery recycling cooperation [1][5]. Group 1: Project Overview - The project is publicly tendered and welcomes qualified bidders to participate [3][4]. - The total budget for the project is 105 million yuan, which is the maximum limit for both lots combined [5]. - The project is located in Hangzhou, and the funding source is self-raised [5][6]. Group 2: Tender Details - The project consists of two lots: Lot 1 for the energy storage system and Lot 2 for retired battery recycling [7][9]. - Lot 1 includes the procurement of energy storage battery cabins, PCS cabins, energy management systems, and related equipment [8]. - Lot 2 focuses on the recycling of existing retired power batteries and their resource utilization [9]. Group 3: Bidder Qualifications - Bidders must be registered in the People's Republic of China (excluding Hong Kong, Macau, and Taiwan) and possess independent legal person status [11][14]. - Bidders must not have any disqualifying records in the past three years, such as being listed as untrustworthy by official websites [12][15]. - Bidders must have completed a single contract for energy storage systems of 50MW/100MWh or more since May 1, 2022 [12]. Group 4: Registration and Submission - Bidders must register on the Hangzhou City Investment Procurement Platform before the deadline [16][17]. - The registration period is from June 9, 2025, to June 30, 2025 [17]. - Bidders are required to submit a bid guarantee of 500,000 yuan [21][22]. Group 5: Contact Information - The contact for the tender is Hangzhou New Energy Investment Development Co., Ltd., located at 290 Ju Yuan Road, Binjiang District, Hangzhou [25]. - The tender agent is Dewey Engineering Management Consulting Co., Ltd., located at 368 Xingyuan Road, Linping District, Hangzhou [25].

Core Insights - The new energy storage projects in China saw a significant increase in installed capacity in May 2025, with a total of 6.32 GW and 15.85 GWh added, representing year-on-year growth of +193% and +228% respectively [1][2] - The growth in energy storage is primarily driven by front-of-the-meter storage, which accounted for 6.17 GW and 15.38 GWh, showing year-on-year increases of +213% and +248% [1] - User-side storage experienced a decline in installed capacity, with 150 MW and 473 MWh added, reflecting a year-on-year decrease of -19% [1] Regional Distribution - A total of 26 provinces in China added new energy storage projects, with 11 provinces exceeding 100 MW in new installations [3] - Yunnan province led the country with nearly 2.5 GW of new shared storage projects, followed by Qinghai, Xinjiang, Inner Mongolia, and Shandong, each with over 500 MW of new installations [3] Application Distribution - Grid-side independent storage dominated the market with a year-on-year growth rate exceeding 200%, contributing 4.95 GW and 11.61 GWh in new installations [6] - Power-side storage added 1.22 GW and 3.77 GWh, with 98% of new installations being renewable energy-related [6] - User-side storage primarily focused on commercial applications, with data centers accounting for over 40% of the user-side installations [7] Technological Distribution - Lithium-ion batteries remain the dominant technology, accounting for 96% of the new installed capacity [10] - There is an acceleration in the application of hybrid storage technologies, including combinations of lithium iron phosphate with various other technologies [10] Market Expectations - The energy storage market is expected to see continued growth in the second quarter of 2025, driven by the "531" policy and local government incentives [12] - However, uncertainties regarding the participation of new energy storage in the electricity market may impact future installations [13] - The competitive landscape remains intense, with a decline in prices for energy storage systems and EPC services observed [14]