Group 1 - The core viewpoint of the article is that Huichuan Technology (汇川技术) is planning to issue H-shares and list on the Hong Kong Stock Exchange, aiming to create a dual capital platform of "A-shares + H-shares" to support its internationalization strategy [2] - The announcement emphasizes that the H-share issuance will not lead to a change in the actual control of the company, ensuring the stability of its operational structure [2] - With increasing global competition in the energy storage sector, establishing overseas financing channels has become crucial for leading companies, and a successful listing on the Hong Kong market would facilitate Huichuan Technology's global supply chain construction by providing easier access to foreign currency funding [2]

Core Viewpoint - The collaboration between Penghui Energy and Zhongfu Industry on a 107.12MW/428.48MWh green hydropower aluminum user-side energy storage project marks a significant step in the green energy transition in the Sichuan region, aiming to reduce electricity costs and carbon emissions in the aluminum production sector [2][4]. Group 1 - The energy storage project is designed to directly serve the electrolytic aluminum production system, utilizing peak and valley electricity price differences to lower costs [5]. - It is estimated that the project will reduce electricity costs for electrolytic aluminum by approximately 140 yuan per ton, leading to annual savings exceeding 60 million yuan [5]. - The project is expected to decrease carbon dioxide emissions by about 52,000 tons annually, addressing the high electricity costs and carbon reduction pressures faced by high-energy-consuming industries [5]. Group 2 - The project is a key initiative for the green energy transition in northern Sichuan and serves as a benchmark for the integration of "source-network-load-storage" in high-energy industries [4]. - Future plans include the construction of a "zero-carbon park" in the Guangyuan aluminum industry, incorporating advanced intelligent technologies to create a virtual power plant (VPP) for participation in electricity market trading and grid scheduling [5]. - During the 14th Five-Year Plan period, the project will expand into photovoltaic, wind power, green electricity direct connection, and intelligent microgrid layouts, ultimately establishing a regionally intelligent microgrid dominated by renewable energy [5].

Group 1 - The core viewpoint of the article emphasizes that expanding effective investment is crucial for stabilizing growth and benefiting people's livelihoods, with the Southern Power Grid Company planning a fixed asset investment of 180 billion yuan this year, marking a five-year high with an average annual growth rate of 9.5% [2] - The company is committed to implementing major projects under the 14th Five-Year Plan, focusing on new power system construction, strategic emerging industries, and enhancing quality power supply services [2][3] - The Southern Power Grid Company aims to support the construction of world-class bay areas and advance power infrastructure in Hainan, with significant projects like the 500 kV offshore wind power transmission line set to commence this year [3] Group 2 - The company is accelerating the construction of modern power grid infrastructure, including flexible DC interconnections and distribution network upgrades, to support the development of a modern industrial system [3][4] - In Guangdong, the Guangzhou Tianhe Tangxia flexible DC project is expected to be operational by the end of this year, utilizing advanced multi-terminal flexible DC power control technology [4] - The company is actively promoting the high-quality development of renewable energy, with plans for an additional 40 million kilowatts of new energy installed capacity this year [5]

Core Viewpoint - The recent notification from the Shanxi Provincial Energy Bureau regarding the adjustment of the new energy storage project library for Q4 2025 signals a commitment to regulate market order and promote high-quality development in the energy storage industry through a "5-year no transfer" clause [2][5]. Group 1: Overall Scale - The adjustment indicates a simultaneous trend of "incremental expansion" and "stock optimization" in the Shanxi energy storage project library [3]. - A total of 197 new projects were added, with a total capacity of 12,459 million kilowatt-hours (124.59 GWh), of which over 95% are confirmed as independent storage projects, highlighting the dominance of large independent storage stations in the current market [4]. Group 2: Admission Supervision - The notification establishes strict restrictions on project rights transfer, stating that projects included in the construction plan cannot be transferred within five years of construction and full capacity grid connection [5]. - This policy aims to curb speculation and illegal trading, ensuring that only companies with genuine investment capabilities and long-term operational plans can enter the market [5]. Group 3: Resource Allocation - The introduction of a rolling adjustment mechanism aims to optimize resource allocation efficiency, marking a shift towards dynamic and refined management of the project library [6][7]. - The recent adjustments have effectively released scarce grid access and land resources by removing projects that have not made substantial progress, thereby creating space for new projects that meet construction conditions [7]. Group 4: Construction Period Control - The timing of the new project announcements is significant, as they are expected to become key contributors to grid connection in 2026, with a requirement for substantial construction to begin within six months and completion within twelve months after being added to the library [8]. - This imposes clear deadlines on the companies, emphasizing the responsibility to ensure timely project implementation [8]. Group 5: Market Orientation - The Shanxi Power Trading Center has established market rules for new projects, including compensation mechanisms for independent storage participating in secondary frequency modulation and emergency calls, along with higher technical standards for response rates and accuracy [10]. - The value of storage assets will increasingly depend on operational capabilities, and projects that cannot adapt to the high-frequency, complex trading environment may face significant profitability challenges [10].

Core Viewpoint - The article discusses the "Guiding Opinions on the Construction of Zero Carbon Factories" issued by the Ministry of Industry and Information Technology, emphasizing the importance of reducing carbon emissions through technological innovation, structural adjustments, and management optimization in industrial settings [2][3]. Summary by Sections Phase Goals - By 2026, a selection of zero carbon factories will be identified to serve as benchmarks [3]. - By 2027, a batch of zero carbon factories will be cultivated in industries such as lithium batteries, photovoltaics, automotive, electronics, light industry, machinery, and computing facilities, establishing an industrial ecosystem for zero carbon factory construction [3]. - By 2030, the initiative will expand to include industries like steel, non-ferrous metals, petrochemicals, building materials, and textiles, exploring new decarbonization pathways for traditional high-energy industries [3]. Construction Paths - Establish a carbon emission accounting management system to accurately quantify emissions and removals, including direct and indirect emissions from production activities [4][15]. - Accelerate the transition to a green and low-carbon energy structure, encouraging factories to utilize zero carbon electricity, heat, hydrogen, and fuel supplies [4][15]. - Significantly improve energy efficiency through systematic optimization of production processes, aiming for compliance with national energy consumption standards [4][16]. Supply Chain and Digitalization - Promote zero carbon supply chain management by analyzing carbon footprints of key products and improving carbon emission reduction across the entire supply chain [5][18]. - Enhance digital and intelligent management levels by establishing digital energy and carbon management centers using technologies like IoT and big data for precise measurement and control of energy consumption and emissions [5][19]. Carbon Offsetting and Reporting - Implement carbon offsetting strategies and information disclosure to achieve and maintain near-zero carbon emissions, including participation in cross-border carbon trading [5][19]. - Encourage regular publication of sustainability reports, ESG reports, and zero carbon factory construction reports to disclose carbon emissions and construction progress [6][19]. Implementation Requirements - Strengthen organizational implementation by local industrial and information departments to develop specific plans for zero carbon factory construction [20]. - Improve the standard system to provide scientific and reasonable technical bases for zero carbon factory management and evaluation [21]. - Promote comprehensive services for energy saving and carbon reduction, facilitating technology transfer and market services for industrial enterprises [21].

Core Viewpoint - The Rajasthan Solar Park Development Company (RSDCL) has issued a tender for a solar photovoltaic project with a total capacity of 2,450MW in the Pugal solar park, Rajasthan, which will include a battery storage system of 1,600MW/6,400MWh, developed under a Build-Own-Operate (BOO) model [2][4]. Group 1 - The Rajasthan Energy Development and Information Technology Services Limited (RUVITL) will sign a 25-year power purchase agreement with the winning bidders on behalf of three distribution companies [4]. - Solar developers are required to integrate a 4-hour battery storage system and necessary transmission infrastructure to provide solar power to RUVITL [4]. - The total capacity is divided into two segments, with bidders required to indicate land preferences, and allocation will occur through an electronic reverse auction starting from the lowest bid [5]. Group 2 - Segment one includes 2,000MW of solar capacity and a battery storage of 1,320MW/5,280MWh, consisting of eight plots of 250MW each, with a minimum bid capacity of 250MW [7]. - Segment two consists of 450MW of solar capacity and a battery storage of 280MW/1,120MWh, comprising two plots of 225MW each, with a minimum bid capacity of 225MW [7]. - RSDCL will provide land for the solar projects through a lease agreement, and the battery storage system must be installed on the allocated project land [5].

Core Viewpoint - The deep innovation of application scenarios is becoming the core driving force for the development of the energy storage industry, evolving into a key infrastructure that empowers various industries and reshapes industrial value under the "dual carbon" goals [2]. Group 1: Mining Industry Focus - The mining industry faces three core pain points: cost challenges, safety challenges, and carbon reduction challenges, making energy storage a "must-have" option [5]. - Energy storage technology is reshaping energy utilization models in mining through emergency backup power, load regulation, and renewable energy consumption [5][6]. - The global mining battery market is expected to exceed $8.5 billion by 2025, with the Asia-Pacific region accounting for 52% of the market share, driven by significant growth in China and Australia [7]. Group 2: Market Dynamics - The economic drivers for rapid development in mining energy storage include widening peak-valley electricity price differences and decreasing lithium battery costs over the past decade [7]. - The integration of "solar + storage" solutions is rapidly replacing diesel power generation, particularly in remote off-grid mining areas and high electricity price regions [7]. - Energy storage is becoming a strategic asset for mining giants, transitioning from an optional technology to a key component for achieving cost reduction, safety enhancement, and emission reduction [7]. Group 3: Technological Integration - The integration of intelligent systems, digitalization, artificial intelligence, and IoT technologies will optimize energy storage scheduling and predictive maintenance, maximizing the efficiency of energy systems [8]. - The deep integration of energy storage systems with mining electrification creates a closed-loop clean energy ecosystem, promoting sustainable development [8]. Group 4: Benchmark Applications - Various successful energy storage projects in the mining sector include: - A 2.5MW/3.343MWh emergency power storage project in Guizhou, China [10]. - A 250MWh storage project in the Pilbara region of Australia, transitioning from diesel dependency [12]. - A green microgrid project in the Democratic Republic of Congo, significantly increasing production capacity and reducing diesel costs [14]. - A 39MWh microgrid project in Zambia, enhancing energy security and reducing operational costs [17]. Group 5: Future Outlook - The rapid development of energy storage in mining is a vivid practice of "scenario innovation" and "value reconstruction," indicating that deep integration of energy storage into industrial fabric can generate comprehensive economic, environmental, and social benefits [25]. - The ongoing green revolution driven by energy storage presents opportunities for further exploration of application scenarios and value reconstruction [26].

文 | 中关村储能产业技术联盟 近日， 根本特殊化学株式会社 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。 公司简介 日本 根本特种化学株式会社的核⼼产品涵盖 ⽇本 NEMOTO ⽓体传感器、湿度传感器、烟尘泄漏检测器及发光防伪材料。 自1 941 年 成⽴以来，公司深耕安全、安保与健康领域，以持续创新的技术为社会发展贡献⼒量。 根本特殊化学株式会社创⽴于194 1年，NEMOTO 气体传感器业务始于 1 978 年，以电离式烟雾传感器的研发开启发展征程。历经数⼗ 年技术沉淀，如今公司打造的 催化燃烧式、电化学式 两大核心系列气体传感器，已⼴泛应⽤于 电池储能、隧道、供水设施、停⻋场、 建筑物、工厂等多元场景，更成功进驻国际空间站，彰显卓越品质与技术实⼒。 对应储能行业氢气 对应BESS(Battery Energy Storage System)以及智能电控系统的氢气防爆检测。 区 三种传感器可对应氢气以及一氧化碳的检测。 研发中 0.5ppm 电化学式氢气 500ppn 10 32 88 近期将开始售卖 接触燃烧式氢气 2,000ppm N90H 传感器 4voll/w/index.m.) 检测 ...

文 | 甘肃电力交易中心 1月1 4日，甘肃电力交易中心发布甘肃电力市场运营报告（2025年11月）。 市场主体方面， 截至11月底，总计注册经营主体8603家，其中，独立储能企业达到18家。细分市场方面，11月， 调峰容量市场 参 与 申报市场主体23家，其中包含独立储能3家，边际出清价格为300元/兆瓦·日。 现货市场常态运行 ，其中，日前市场均价最高26 7元/兆 瓦时，最低53元／兆瓦时；实时市场均价最高266元／兆瓦时，最低75元/／兆瓦时。 调频市场 各类机组贡献调频里程43 3.03万兆瓦， 储能也是重要调频资源之一 经营主体市场注册 发电装机 截至11月，全省发电装机容量12160.36万千瓦，同比增长27.12%。其中， 水电971.99万千瓦 ，同比增长0.08%，占总装机比重（下 同）为7 .99%； 火电装机3425 .61万千瓦 ，同比增长36.42%，占28.17%； 风电3928.76万千瓦 ，同比增长2 7.57%，占32. 31%； 太 阳能383 4.0 0万千瓦 ，同比增长27.64%，占31.53%。 11月共有33 4家市场主体完成市场注册，其中电力用户320家、发电 ...

Core Viewpoint - The article highlights the significant achievements and contributions of the Zhongguancun Energy Storage Industry Technology Alliance (CNESA) in promoting high-quality development in the energy storage sector, emphasizing its role in policy support, technological innovation, standard formulation, industry services, and international cooperation [1]. Group 1: Establishment and Organizational Structure - The CNESA established the Communist Party of China Zhongguancun Energy Storage Industry Technology Alliance Flowing Party Branch Committee in July 2025, with 6 members covering key departments such as industry research and government affairs [3]. - The alliance promotes the concept of "strong party building, strong development" and has created the "Energy Pioneer" party-building activity brand to enhance members' ideals and beliefs [3]. Group 2: Involvement in National Planning - In 2025, CNESA actively participated in the top-level design of the energy storage sector, leading several core tasks, including the sub-topic research for the National Energy Administration's "14th Five-Year Plan" [7]. - The alliance provided critical policy recommendations and conducted special research on key areas such as energy storage capacity compensation mechanisms and zero-carbon park construction [7]. Group 3: Research and Development Initiatives - CNESA led a study on the "Market-Based Capacity Compensation Mechanism for Energy Storage," collaborating with various institutions to analyze energy storage technology characteristics and cost [9]. - The alliance also spearheaded a national key research project on "Value Benefits and Carbon Emission Assessment Technologies for Large-Scale Energy Storage," addressing industry pain points and developing cost assessment models [13]. Group 4: Industry Reports and Guidelines - In 2025, CNESA published seven significant research reports, including the "Energy Storage Industry Research White Paper 2025," which reached over 230,000 online readers and was widely cited by mainstream media [15]. - The alliance, in collaboration with leading companies, released the "Self-Regulatory Practice Guidelines for Container Lithium Battery Energy Storage Systems (2025 Edition)" to establish a fair market environment [18]. Group 5: International Events and Competitions - The 13th Energy Storage International Summit and Exhibition (ESIE 2025) attracted over 200,000 participants and featured more than 4000 companies, making it the largest global platform for energy storage industry exchange [22]. - The 9th International Energy Storage Innovation Competition (ESIC 2025) received 303 entries, showcasing industry innovation and serving as a core platform for technology exchange and capital connection [26]. Group 6: Global Cooperation and Networking - In 2025, CNESA accelerated its international outreach by organizing multiple international business matchmaking events and participating in global energy storage policy forums [33]. - The alliance's efforts in international collaboration aim to enhance the global presence of Chinese energy storage companies and strengthen their international influence [33].