Core Viewpoint - The article discusses the advancements in the energy storage industry, highlighting the transition from semi-finished products to fully integrated platforms, driven by new materials, innovative processes, and technological upgrades [3]. Group 1: Industry Trends - The article emphasizes the importance of policy trends, application exploration, and the release of innovative technologies in the energy storage sector [4]. - A significant event is scheduled for June 5, where various aspects of the energy storage industry will be discussed, including policy interpretations and technology showcases [3][4]. Group 2: Company Performance - The article mentions that Yangguang Power is expected to deliver 28 GWh of energy storage systems in 2024, with projected revenue of 24.96 billion yuan and a gross margin of 36.7% [6]. - China Energy Construction is set to collect bids for lithium iron phosphate battery energy storage systems, targeting 25 GWh for the year 2025 [6].

秘书长刘为代表联盟对各位专家莅临指导表示衷心感谢，与大唐 中国大唐技术经济研究院有限责任公司 党委副书记、总经理 徐光、中国电科 院电力系统碳中和研究中心新型电力系统总体技术研究室主任林伟芳共同为六位专家颁发证书。 中关村储能产业技术联盟理事长陈海生 代表项目牵头单位致辞，他表示推动储能全生命周期的综合价值的精准评估和碳排放核算的国际互认， 是解决行业发展面临痛点的重要途径，并提出了产教研融合推进项目实施，为项目高质量实现保驾护航。 随后项目负责人 中关村储能产业技术联盟常务副理事长俞振华 、课题一负责人 中关村储能产业技术联盟副秘书长岳芬 、课题二负责人 北京清 能互联科技有限公司 CTO赖晓文 、课题三负责人上海远景科创智能科技有限公司零碳产品首席科学家邱林的代表 上海远景科创智能科技有限 公司零碳业务高级分析师刘仕劼 分别对项目及各课题研究任务和实施方案进行了详细汇报。 文 | 中关村储能产业技术联盟 2025 年 5月 2 0 日，由 中关村储能产业技术联盟（ 以下简称 "联盟" ） 牵头承担的 国家重点研发计划 "战略性科技创新合作"重点专项"规 模储能价值收益及碳排放评估技术合作研究"项目 启动会 ...

Core Viewpoint - The article discusses the announcement of a centralized procurement project for lithium iron phosphate battery energy storage systems by China Energy Construction Corporation, with an estimated total capacity of 25 GWh for the year 2025 [2][6]. Group 1: Project Overview - The procurement project is divided into three packages: 1C (1-hour system), 0.5C (2-hour system), and 0.25C (4-hour system) [2][7]. - The total estimated capacity for the project is 25 GWh [2][7]. Group 2: Bidder Requirements - Bidders must be independent legal entities registered in the People's Republic of China and must have specific performance records in the last two years [3][7]. - For Package 1, bidders must have a cumulative contract performance of no less than 100 MWh for 1C systems with individual project capacities of 10 MWh or more [3][7]. - For Package 2, bidders must have a cumulative contract performance of no less than 1000 MWh for 0.5C systems with individual project capacities of 50 MWh or more [3][7]. - For Package 3, bidders must have a cumulative contract performance of no less than 500 MWh for 0.25C systems with individual project capacities of 50 MWh or more [3][8]. Group 3: Certification and Financial Requirements - Bidders must provide various quality and environmental management certifications, including ISO certifications [7][8]. - Bidders must demonstrate good financial and credit status over the past three years, providing financial statements from 2022 to 2024 [8][9]. Group 4: Submission and Timeline - The bid submission deadline is set for June 23, 2025, at 14:00 [10][11]. - Bidders can obtain the tender documents from June 3, 2025, to June 13, 2025, after paying a fee of 2000 yuan per package [10][12].

文 | 海辰储能HiTHIUM 州工厂的产能支撑，海辰储能已构建 '西海岸市场枢纽 + 中南部制造中心' 的双核布局，实现在美国市场的 'coast-to-coast'（东西海岸全覆盖）的综合服务网络，在美国乃至北美储能市场树立新标准。" 高效协同，推动社区可持续发展 海辰储能北美运营副总裁 James Boswell 着重强调了项目背后的协作力量："从企业、社区到供应链伙伴的协 同创新，这座先进的储能工厂仅用一年时间落成，堪称'海辰速度'全球化的生动写照。" 他强调，工厂将以 "社区合作 + 人才培育 + 技术创新 + 卓越运营" 为四大关键支柱，助力得州成为北美储能产业高地。 在关于全球化的圆桌讨论中，James Boswell补充道："我们的供应链战略是长期规划的见证，我们的团队正 在提供平衡区域响应能力与全球可扩展性的解决方案。" 梅斯基特市市长 Daniel Alemán Jr. 在致辞中盛赞海辰储能对当地社区的投资及战略价值："一年前，当这个项 目刚刚启动时，我们便深刻感受到海辰储能高效务实的工作作风。海辰储能与梅斯基特市的合作是效率与远 见的典范。这座工厂通过与 40 个学区及达拉斯周边大学的合 ...

文 | 中关村储能产业技术联盟 5月29日，内蒙古自治区发展改革委、内蒙古自治区能源局发布关于印发 《深化蒙东电网新能源 上网电价市场化改革实施方案》 的通知（以下简称《方案》）。 2024年蒙东电力市场交易新能源电量占比已达91%以上，为深化新能源上网电价市场化改革创 造了坚实基础和有利条件。方案指出，推动新能源上网电价全面由市场形成，完善现货交易机制 和中长期交易机制，并 明确了新能源项目上网的电量规模、机制电价、执行期限、结算方式。 中长期交易按工作日连续开展，允许供需双方结合新能源出力特点，合理确定中长期合同的量 价、曲线等内容，并根据实际灵活调整。完善绿色电力交易政策， 申报和成交价格应分别明确 电能量价格和相应绿证价格。 电量规模、机制电价、执行期限 2025年6月1日前投产的新能源存量项目 电量规模： 衔接目前具有保障性质的上网电量规模确定，保持该部分电量收益基本稳定。 一是 分布式光伏、分散式风电、扶贫光伏等项目的实际上网电量； 二是 现货市场连续运行前，带补 贴集中式风电、带补贴集中式光伏、风电供热试点项目、风电特许权项目继续按照 790小时、 635小时、1900小时、1900小时 对应的 ...

文 | 中关村储能产业技术联盟 近日，国家发展改革、国家能源局印发《关于有序推动绿电直连发展有关事项的通知》（发改能源 〔2025〕650号），探索创新新能源生产和消费融合发展模式，促进新能源就近就地消纳。 定义： 文件提到， 本文所指的绿电直连是指风电、太阳能发电、生物质发电等新能源 不直接接入公共电 网，通过直连线路向单一电力用户供给绿电， 可实现供给电量清晰物理溯源的模式。其中，直连线 路是指电源与电力用户直接连接的专用电力线路。 分类： 按照负荷是否接入公共电网分为 并网型和离网型 两类。并网型项目作为整体接入公共电网，与公 共电网形成清晰的物理界面与责任界面，电源应接入用户和公共电网产权分界点的用户侧。 投资主体： 鼓励模式创新。绿电直连项目原则上 由负荷作为主责单位 。包括民营企业在内的各类经营主体( 不 含电网企业 )可投资绿电直连项目。 项目电源可由负荷投资，也可由发电企业或双方成立的合资公 司投资，直连专线原则上应由负荷、电源主体投资。 项目电源和负荷不是同一投资主体的，应签订 多年期购电协议或合同能源管理协议，并就电力设施建设、产权划分、运行维护、调度运行、结算 关系、违约责任等事项签订协 ...

Group 1 - The core viewpoint of the article is the establishment of a joint venture by Zhongchuang Xinhang with two state-owned enterprises in Handan, Hebei, focusing on the development and construction of power and energy storage battery systems [2] - The registered capital of the joint venture is 4 billion yuan, with Zhongchuang Xinhang holding a 60% stake and contributing 2.4 billion yuan, while the two Handan state-owned enterprises hold a combined 40% stake with a contribution of 1.6 billion yuan [2] - The financial data of the joint venture will be incorporated into Zhongchuang Xinhang's consolidated financial statements, making it an important subsidiary [2]

Core Viewpoint - The strategic cooperation between Ruipu Lanjun and Hyosung Heavy Industries aims to establish a global framework for energy storage, with Ruipu Lanjun supplying 2.5GWh of storage products to enhance the application and popularization of storage technology in the global market [2][4]. Group 1: Strategic Cooperation Details - The cooperation focuses on building a global energy storage strategic framework, where Ruipu Lanjun will supply energy storage cells, modules, and DC containers, along with technical support for system design and quality control [4]. - Hyosung Heavy Industries will handle global promotion, localization, and certification, with both parties aiming to establish a leading position in the global energy storage market through the 2.5GWh supply collaboration [4]. Group 2: Company Profiles - Hyosung Heavy Industries, established in 1977, is recognized for its global competitiveness in high and ultra-high voltage power equipment and energy infrastructure, holding the top market share in South Korea's power transformer market and approximately 40% in the low-voltage motor market [5]. - The company has achieved over 10 trillion KRW (approximately 530 billion RMB) in cumulative sales of circuit breakers, and dominates the 400kV transformer market in Europe, particularly with over 80% market share in Norway [5]. Group 3: Industry Trends - Hyosung Heavy Industries is committed to establishing itself as a key player in the sustainable global energy transition, aligning with global trends of decarbonization, decentralization, and digitalization in the energy sector [7].

Core Viewpoint - The energy storage industry is transitioning from "equipment competition" to "service capability competition" due to significant policy changes this year, leading to a new phase of market-oriented competition [2]. Strategic Upgrade - Highte Electronics has officially announced a strategic upgrade from "system expert" to "data service leader," launching a comprehensive "data service system" that integrates data aggregation, prediction, diagnosis, trading, and settlement [5][6]. Strategic Partnerships - Highte Electronics signed strategic cooperation agreements with several well-known companies, including Ganfeng Lithium and Dongfang Risheng, to create replicable microgrid data service benchmark projects and promote a smart energy system transformation under the "dual carbon" goals [6]. Addressing Industry Pain Points - The data service system targets four major pain points in the energy storage industry: 1. Weak market trading: Many storage companies lack specialized teams for market policy research, limiting their trading strategies to conservative peak-valley arbitrage, which affects asset value [7]. 2. High operation and maintenance costs: Highte Electronics has developed an intelligent operation and maintenance system that combines real-time diagnostics and cloud-based deep analysis to enhance operational efficiency [7]. 3. Difficulty in virtual power plant access: The company has created a standardized and self-service operation model to lower technical barriers for small operators, facilitating resource access and optimization [8]. 4. Investment and payment challenges in commercial storage projects: Highte Electronics offers a full-process settlement service that integrates regional pricing and compliance assurance through blockchain technology [8]. Future Directions - Highte Electronics aims to enhance the capabilities of terminal devices, improve functionality and flexibility, and reduce costs, thereby providing more efficient, safer, and economically viable energy storage solutions [9].

随着夏季气温逐渐升高带来用电负荷攀升，近期全国多个省份密集调整分时电价机制，运用价格 杠杆以引导错峰用电。 江苏省发布的《关于优化工商业分时电价结构促进新能源消纳降低企业用电成本支持经济社会发 展的通知》（下称《通知》）将于6月起正式实施。其中，除了扩大分时电价执行范围、优化工 商业用户分时时段等常规操作之外，还罕见地调整了工商业用户分时电价计价基础，由用户到户 电价为基础进行上下浮动调整为以工商业用户购电价格为基础，并优化峰谷浮动比例。 第一财经记者注意到，此前山东、四川等省已在今年出台政策完善分时电价机制并开始执行，江 西、安徽、贵州等省则在今年4月或5月就政策优化方案向外征求意见。从细节上来看，建立季节 性差异化分时电价机制，进一步拉大峰谷价差并扩大执行范围几乎是各省的共识。 文 | 第一财经 马晨晨 多位行业人士对第一财经记者表示，分时电价改革是大势所趋，对于不同的主体而言影响有所差 异。一方面，它能够鼓励电力用户错峰用电，减轻发电企业和电网的供电压力；同时，执行分时 电价的中小企业能够据此合理安排生产，降低用能成本。但另一方面，部分新能源发电和储能项 目或将面临投资收益率的下滑压力，需要寻求更多价值 ...