⽂ | 赛唯数字能源 在储能系统快速发展的今天，如何在有限空间内实现高容量部署，成为工商业储能项目的 关键挑战。 赛唯X储霸王以其创新的模块化堆叠架构，在空间效率与安装灵活性上实现双重突破，为 国内外储能部署提供了⾼密度、易安装的解决⽅案，从硬件设计上为全⽣命周期收益奠定基 础。 模块化,占地小：空间效率与安装灵活的双重突 破 赛唯X单台容量836kWh，采⽤创新模块化堆叠架构，相较于传统5MWh集装箱⽅案，单 并⽹点16.MWh＞台集装箱储能，6台X的占地⾯积 减少25% ，极⼤提升了储能系统的 空间利⽤率和部署经济性。该设计从两⼤维度切⼊，灵活应对国内部署与海外出⼝的双重挑 战。 针对国内场景：化解场地限制与施⼯难题 在国内，尤其是中⼩⼯商业储能项⽬常⾯临场地条件复杂、⾯积碎⽚化、布局受限等问题。 传统集装箱因体积固定、布局僵化，难以在空间有限或形状不规则的场地中⾼效排布。此 外，若储能安装点位距离配电房较远，电缆敷设与⼯程施⼯成本将⼤幅增加。 赛唯X的模块化设计，不仅实现了空间的⾼效利⽤，更在安装、运输、调试全链条中体 现 出 极 强 灵 活 性 。 ⽆ 论 是 国 内 碎 ⽚ 化 场 地 ， 还 是 ...

文 | 中关村储能产业技术联盟 2 0 26 年 ， 中 国 储 能 正 式 迈 入 市 场 化 深 水 区 ， 场 景 创 新 成 为 破 解 " 价 值 兑 现 难 " " 供 需 错 配"的核心路径，政策层面亦明确推动储能与多领域应用场景深度融合。 作为全球储能行业年度标杆盛会— 第十四届储能国际峰会暨展览会ESIE 2 0 2 6， 将于 3 月3 1日- 4月3日 在 北京首都国际会展中心 重磅启幕，本届大会以"场景创新 价值重构 全 球共赢"为主题， 升级打造产业生态对接体系 ，精心设置8场主题对接会，深耕核心场景 刚需，推动储能技术与终端用户高效融合，构建全链条价值闭环。 现面向全球储能产业链发出诚挚邀请， 诚邀行业领军者、技术大咖、实战专家共登讲台 ，以洞见引领方向，以案例链接商机，同时吸引全场景优质企业到场听会对接，共筑储能 产业新生态！ 8场主题对接会 01 解锁储能价值新维度 本届ESIE 2026产业生态对接会，打破传统泛化交流模式，以"精准匹配、深度融合"为原 则，打造8场垂直主题专场。各专场精准锚定储能核心应用领域与行业痛点，深耕场景应用 细节，覆盖零碳园区、绿电直联、算力中心、高 ...

Core Viewpoint - Nanyuan Energy is conducting a public tender for the procurement of 2GWh 314Ah lithium iron phosphate battery cells, aiming to select five suppliers for the project [2][3]. Group 1: Tender Conditions - The tender has been approved, and the funding source is self-raised by Nanyuan Energy [3]. - The project is open for domestic public bidding, with a total estimated procurement capacity of 2GWh [4]. Group 2: Project Overview and Scope - The project name is "Nanyuan Energy 2026 First Half 314Ah Battery Cell Framework Procurement" [4]. - The supply content includes lithium iron phosphate batteries (314Ah cells), which must meet specific performance and technical requirements for energy storage system integrators [4]. - The service period for the framework procurement is defined by the earlier of three conditions: six months after the award notification, completion of the procurement volume, or the announcement of the next batch of tender results [4]. Group 3: Bidder Qualification Requirements - Bidders must be registered legal entities in China and capable of fulfilling civil responsibilities [5]. - Bidders must be manufacturers or agents of battery cells, with the ability to independently develop and manufacture lithium iron phosphate energy storage cells or provide authorization documents from manufacturers [5]. - Bidders must have a cumulative supply performance of no less than 2GWh from January 1, 2025, to the bid deadline, including at least one project with a capacity of 400MWh or more [5]. Group 4: Tender Document Acquisition - The tender documents will be available for purchase from February 4, 2026, 17:00 to February 14, 2026, 17:00 [7]. - The price for the tender documents is set at 500 RMB per copy, and no refunds will be provided after purchase [8]. Group 5: Submission of Bids - The deadline for submitting bids is set for March 2, 2026, at 9:30 AM (Beijing time) [9]. - Bids must be delivered to a specified location, and any late or improperly sealed submissions will be rejected [10].

Core Viewpoint - The Ministry of Industry and Information Technology (MIIT) has released a public list of green factories and green industrial parks for the year 2025, highlighting the importance of sustainable development in the manufacturing sector [2]. Group 1: Green Factories and Industrial Parks - The list includes newly cultivated green factories and industrial parks, as well as those undergoing dynamic management adjustments, which were recommended by provincial industrial and information departments and reviewed by experts [4]. - Notable companies included in the list are Beijing Haibo Sichuang Technology Co., Ltd., Envision Energy Technology (Jiangsu) Co., Ltd., and Honeycomb Energy Technology Co., Ltd. [3][4]. Group 2: Contact Information and Public Notice - The public notice period for the list is from February 5, 2026, to February 19, 2026, during which any objections can be submitted to the MIIT [5]. - The contact unit for inquiries is the Energy Conservation and Comprehensive Utilization Department of the MIIT, with a provided contact number for further communication [5].

文 | 中关村储能产业技术联盟 2月4日，宁夏回族自治区吴忠市利通区发展和改革局发布《利通区发展和改革局关于废止 一批储能项目的公告》，包括 7个备案证逾期、2个投资主体放弃建设的储能项目。 此次废止的储能项目总投资达54 . 3亿元 ，建设地址分布在利通区孙家滩、东塔、扁担沟 镇、板桥乡等区域， 储能总规模达1 . 225GW/ 2 . 6 7GWh， 技术类型包括锂电池、全钒液 流电池、铅碳电池等多种储能技术路线。 项目备案时间跨度从2021年7月至2024年1月，其中 规模最大 的为佳桦（吴忠）新能源 有限公司投资11.7亿元建设的30 0MW/ 60 0MWh电网区域性共享储能电站项目； 投资金 额最高 的是吴忠市利和钒储新能源有限公司1 0 0MW/ 4 0 0MWh共享储能项目，总投资15 亿元，采用全钒液流电池储能系统。 自本公告发布之日起，上述废止项目的备案证即刻失效，相关项目不得再以原备案证 开展任何建设及运营活动。 中国储能产业发展的风向标 第十四届储能国际峰会暨展览会 特此公告。 附件：利通区废止储能项目清单.xls x 利通区发展和改革局关于废止一批储能项目的公告 吴忠市利通区发展和改 ...

文 | 中关村储能产业技术联盟 2月3日，据上交所网站信息显示，财通资管-阿特斯持有型不动产资产支持专项计划（碳 中和）项目状态更新为已反馈。该项目原始权益人为 苏州阿特斯新能源开发有限公司 ， 拟发行金额为4 . 5 1亿元 第十四届储能国际峰会暨展览会ESIE 2026 围绕"场景创新、价值重构、全球共赢"，四 天会期举办30余场主题论坛、20余场同期活动。 储能投融资创新论坛 围绕储能资产证券 化与投融资创新、跨境储能投融资关键、储能资产估值与评级等关键话题，深度共研行业 创新路径，诚邀产业同仁共赴ESIE 2026全球储能产业盛会。 时间： 202 6年3月3 1日- 4月3日 据悉， 这是全市场首单储能项目持有型不动产ABS（机构间REITs） 。 2 0 25年1 2月1日，国家发改委办公厅发布《关于印发〈基础设施领域不动产投资信托基金 （REITs）项目行业范围清单（2 0 2 5年版）〉的通知》，旨在拓展基础设施REITs的发行 范围，盘活存量资产，促进投资良性循环。 并发布了符合条件的1 5类可申报项目，包含能源基础设施，具体包括风电、太阳能发电、 水力发电、天然气发电、生物质发电、核电等清 ...

Core Viewpoint - The article discusses the research findings on the market-oriented capacity compensation mechanism for energy storage, emphasizing its importance for the sustainable development of the energy storage industry in China [14][15]. Group 1: Industry Development Status and Core Bottlenecks - The new energy storage industry in China has experienced explosive growth, with an installed capacity of 144.7 GW by the end of 2025, marking an 84.8% year-on-year increase [20]. - The cancellation of the prerequisite for capacity leasing has led to a significant reduction in demand for traditional capacity leasing models, resulting in low project returns and negative internal rates of return (IRR) in some provinces [27]. - The current capacity compensation mechanism is not unified across the country, leading to discrepancies in local pilot policies and a lack of standardized reliable capacity accounting [27] [38]. Group 2: Power System Capacity Demand Analysis - By 2030, the total electricity consumption in China is expected to reach 13.5 trillion kWh, with non-fossil energy sources projected to account for 65% of installed capacity [30]. - The demand for energy storage capacity is expected to reach around 300 GW by 2030 to meet the capacity adequacy requirements of the power system [32]. Group 3: Comparison of Domestic and International Capacity Assurance Mechanisms - Various countries have developed capacity assurance mechanisms to address the "missing money" problem in electricity markets, including capacity market mechanisms, scarcity pricing mechanisms, and capacity compensation mechanisms [35]. - China's current capacity assurance mechanism primarily relies on capacity compensation, with limited pilot programs for new energy storage capacity compensation [38]. Group 4: Reliable Capacity Calculation Method Design - Reliable capacity calculation is crucial for the effective operation of capacity mechanisms, aiming to quantify the capacity value of different energy storage technologies and ensure fair market participation [49]. - Several methods for calculating reliable capacity are proposed, including historical output assessments and effective load-carrying capability (ELCC) evaluations [50][51]. Group 5: Phased Implementation Plan for Capacity Pricing Mechanism - The implementation plan for the capacity pricing mechanism is divided into three phases: establishing a unified capacity price compensation mechanism for the generation side, transitioning to a market-based capacity market mechanism, and creating a unified capacity market [58]. - The short-term goal is to establish a unified capacity price compensation mechanism by 2027, while the long-term goal is to create a competitive capacity market by 2035 [61][65].

Core Viewpoint - The company, Far East Group, has announced that its subsidiary has secured contracts totaling approximately RMB 307.54 million, which will positively impact its future operating performance while maintaining business independence [2]. Group 1: Contract Details - The total contract amount for energy storage systems is RMB 594 million, with projects located in China and Europe [3]. - The total contract amount for lithium batteries is RMB 118.69 million, with projects located in Europe [3]. - The contracts include various product categories such as green building cables, smart manufacturing cables, and energy storage systems, with significant contributions from multiple cities [4][5]. Group 2: Strategic Focus - The company is committed to implementing its "Electricity + Computing Power + AI" strategy, focusing on expanding sales of high-value products with independent intellectual property rights, including special cables, marine cables, and AI-related products [2]. - The company will participate in the 14th International Energy Storage Summit and Exhibition (ESIE 2026) to engage with industry peers [2][6].

Core Viewpoint - BYD has reported a total installed capacity of approximately 20.187 GWh for its new energy vehicle power batteries and energy storage batteries in January 2026, indicating significant growth in the energy storage sector [3]. Group 1: Product Innovations - BYD launched the world's first ultra-large capacity 14.5 MWh energy storage system named "Haohan" in 2025, which will be showcased at the ESIE 2026 event [3]. - The "Haohan" energy storage system features the world's largest 2710Ah storage-specific blade battery, achieving over 300% capacity increase compared to conventional storage batteries [4]. - The system has a volume energy density of 223.8 kWh/m³ and a volume utilization rate of 52.1%, representing a 39.7% improvement over industry standards [4]. - It boasts the highest protection level globally, IP66, ensuring complete dust protection and resilience against extreme environments, which enhances the lifespan of sensitive components by 100% and reduces system failure rates by 70% [4]. Group 2: Market Performance - In January 2026, BYD's new energy vehicle production was 232,358 units, a decrease of 29.13% compared to the same month last year [5]. - The sales figures for new energy vehicles in January 2026 were 210,051 units, reflecting a 30.11% decline year-on-year [5]. - The production of passenger vehicles was 227,835 units, down 29.64% from the previous year, while pure electric vehicle production fell by 35.68% to 88,071 units [5]. - The commercial vehicle segment showed growth, with production increasing by 11.60% to 4,523 units [5]. Group 3: Industry Events - The 14th International Energy Storage Summit and Exhibition (ESIE 2026) will take place from March 31 to April 3, 2026, at the Capital International Exhibition Center in Beijing [7][8]. - BYD is expected to unveil significant new products and innovative solutions at this event, aiming to expand its influence in the green low-carbon growth sector [3].

Core Viewpoint - The article highlights the significant progress made by Chuangneng New Energy in expanding its overseas market, particularly in Saudi Arabia, where it will supply a total of 5.5 GWh of energy storage products over the next three years [2][4]. Group 1: Partnership and Strategic Goals - Chuangneng New Energy has signed a strategic cooperation agreement with Al Rajhi Electrical and Shanghai Yidiantong (GREENGRID) to actively respond to Saudi Arabia's "Vision 2030" energy transformation strategy [4]. - As the first Chinese strategic partner in the energy storage sector for Al Rajhi Electrical, Chuangneng will leverage its R&D capabilities and large-scale manufacturing advantages to provide advanced energy storage products and comprehensive technical support for local factory construction in Saudi Arabia [4][5]. - Shanghai Yidiantong will act as a key strategic link and platform support for the partnership, participating deeply in the entire process of energy storage project implementation, from supply chain organization to local deployment [4][6]. Group 2: Company Background and Capabilities - Al Rajhi Electrical is a wholly-owned subsidiary of the diversified Al Rajhi Group in Saudi Arabia, benefiting from significant capital and strategic synergies due to its role as a major shareholder in ACWA POWER [5]. - The company has been focused on power and automation solutions since 2012, holding a leading position in industrial, commercial, and residential sectors with strong financial and operational capabilities [5]. - Shanghai Yidiantong specializes in smart grid and new energy industries, enhancing the international competitiveness of manufacturing enterprises through digital supply chain management and cross-border collaboration [6]. Group 3: Market Expansion and Future Outlook - Chuangneng has established a global service network covering R&D, production, sales, and service, providing customized, full-lifecycle product solutions and technical support tailored to different regional market needs [6]. - The partnership marks a crucial step for Chuangneng in expanding its presence in the Middle East market and deepening its overseas layout, indicating recognition of its technological strength and product competitiveness in mainstream markets [6]. - Chuangneng aims to use the Middle East as a strategic foothold to collaborate with international partners in building a green energy ecosystem, contributing to global energy transition and carbon neutrality goals [6].