其 中 一 项 行 政 措 施 是 《 2 0 2 3 / 1 5 4 2 号 电 池 法 规 》 （ Re gul ati on 2023/ 1542 on Ba tt e r i e s） ，该法规原本要求电池生产商制定尽职调查政策，并对电池进行验证且接受 第三方定期审计。电池企业必须报告尽职调查实践（包括废物管理）以减轻环境影响，同 时还要承担与产品中所用钴、天然石墨、锂和镍的供应、加工及贸易相关的其他义务。 文 | 中关村储能产业技术联盟 欧洲理事会已批准一项法律，将尽职调查义务的实施推迟到 2027 年 8 月 1 8 日，以 便让电池生产商和出口商有更多时间为该法案的通过做准备。 2 0 24年10 月，欧洲理事会敦促所有欧盟机构、成员国及利益相关者优先采取措施，以应 对恩里科・莱塔（En ri c o Le tt a）在《远不止一个市场》报告和马里奥・德拉吉（Ma ri o Dr a ghi）在《欧洲竞争力的未来》研究中指出的各项挑战。为此，欧盟通过了 "综合 IV 立法包"（Omn i b u s IV），作为其支持工业竞争力、降低监管复杂性的举措之一。 该法规原定于下个月生效，但 7 月 1 ...

Core Viewpoint - The article discusses the optimization of planning and management for new energy storage projects on the grid side in Jiangsu Province, emphasizing the simplification of processes, encouragement of innovation, and the establishment of supportive local policies for sustainable development [1][4][6]. Group 1: Simplification of Processes - The Jiangsu Provincial Development and Reform Commission has issued guidelines to simplify the project registration process for new energy storage projects, requiring local authorities to develop planning schemes based on regional energy needs [1][4]. - Projects with a rated power of 300,000 kW or below will be managed at the municipal level, while those above this threshold will require provincial-level oversight [1][4][5]. Group 2: Coordinated Planning - Local development and reform commissions are encouraged to assess and optimize the scale of energy storage projects based on local energy development and consumption needs [5]. - Projects not included in specified provincial plans will not benefit from certain price policies but can still participate in electricity markets under relevant policies [5][6]. Group 3: Encouragement of Innovation - Local authorities are urged to create supportive policies that promote innovative business models for energy storage, particularly in conjunction with wind and solar projects [6]. - The focus is on developing high-safety, low-cost, long-duration energy storage technologies, including solid-state and long-duration flow batteries, to enhance energy conversion efficiency and support local industry development [6].

Core Viewpoint - The release of document 136 has accelerated the process of integrating renewable energy into market transactions, providing essential policy support for the standardized development and value release of large-scale energy storage [1]. Group 1: Policy and Market Development - Document 136 clarifies the independent market status of energy storage, focusing on enhancing system flexibility and establishing mechanisms for both existing and new renewable energy transactions [1]. - The document sets the scale of mechanism electricity and pricing levels, establishing a price difference settlement method to support the high-quality development of new energy storage [1]. Group 2: Regional Insights - The western region of China, particularly Inner Mongolia, is rich in renewable energy resources and plays a crucial role in ensuring energy security and achieving carbon neutrality goals [2]. - Inner Mongolia has established the world's largest wind and solar power cluster, with less than 10% of its renewable energy remaining unmarketed by 2024, indicating a high degree of marketization [2]. - The region faces challenges such as insufficient system flexibility, limited revenue channels, and constraints on cross-regional allocation [2]. Group 3: Forum Overview - The 10th Energy Storage Western Forum will focus on the theme "Market-Driven Ecological Empowerment: Energy Storage Promoting the Construction of Western Green Energy Systems" [4]. - The forum aims to address key issues in energy transition in western regions, including building a safer, more flexible, and intelligent power system, and promoting innovative trading mechanisms for energy storage [4][7]. - The forum will also facilitate the development of multi-energy collaborative projects, such as "wind-solar-storage-hydrogen" initiatives, to enhance green electricity supply capabilities [4]. Group 4: Forum Activities and Highlights - The forum will feature various activities, including high-level discussions, project roadshows, and site visits to key energy storage parks in Inner Mongolia [6][8]. - It aims to create a collaborative ecosystem for the energy storage industry by gathering top resources and exploring sustainable business models [6][7]. - The event will also focus on innovative solutions for energy storage and the integration of renewable energy sources into the power grid [7].

文 | 中关村储能产业技术联盟 近日， 中科纳通公司 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。 公司介绍 和FIP镍碳胶"全系列EMI产品和解决方案。 产品应用领域 导电弹性连接器 EMI导电胶条 EMI导电胶 EMI导电套管 新能源：光伏和储能 其他应用领域或 中科纳通公司 2 0 1 2 年成立于北京怀柔科学城，是北京市 "专精特新" 企业及国家高新 技术企业。 公司专注于高分子导电材料研发，核心产品线涵盖导电浆料、导电胶和导电 弹性体 ，广泛应用于电子信息、半导体封测及智能汽车产业，服务客户包括华为、中国 电科、高通、比亚迪等全球知名企业。 产品展示 导电弹性体还可以广泛应用在:新能源汽车、通讯基 站、无人机、AR/VR等新兴智能硬件设备。 导电弹性体的特点 三年度版社区 非金属材料为主体,材质更轻。 利用弹性体导电浆料制作的涂层与设备面 接触,接触电阻更低。 耐-55至160°C高低温,化学稳定性高。 号 产品应用 通过"涂敷法"应用在电磁屏蔽密封器件和设备上 ＂产品数据 | 产品型号 | NT-ST201S | NT-YL18 | NT-ST203 | | --- | --- | -- ...

Core Insights - The number of operational battery storage systems in Germany has surpassed two million, with a total installed capacity of 14.535 GW and usable storage capacity nearing 22.1 GWh as of mid-2025 [1] - The majority of these systems are residential photovoltaic storage systems, with 1.967 million units contributing 11.5 GW of installed power and approximately 18.3 GWh of storage capacity [1] - The expansion of battery storage is driven by market demand, highlighted by instances of negative wholesale electricity prices [2] Summary by Sections Current Status - As of mid-2025, Germany has nearly two million operational battery storage systems, with a total installed capacity of 14.535 GW and usable storage capacity of about 22.1 GWh [1] - Residential photovoltaic storage systems dominate the market, with 1.967 million units and a total installed power of 11.5 GW [1] - Medium-sized storage systems (20 kW to 1000 kW) consist of 14,827 units with a total installed power of 663 MW and storage capacity exceeding 900 MWh [1] - Large battery storage systems number 323, providing approximately 2.35 GW of power and nearly 2.9 GWh of storage capacity [1] Recent Additions - In the first half of 2025, over 250,000 new battery storage systems were added, with nearly 2 GW of new power and 3.55 GWh of new storage capacity [1] - Small residential photovoltaic storage systems accounted for the majority of new additions, with 251,948 units contributing 1.34 GW of power and nearly 2.7 GWh of storage capacity [2] - Medium-sized systems added 2,418 units, totaling 117.7 MW of power and 160 MWh of capacity [2] - Eco Stor launched a large battery storage system with a power capacity of 103.5 MW and 238 MWh of storage, representing about one-third of the new large storage capacity [2] Future Outlook - The trend of storage expansion is expected to continue, with 19,720 systems currently in the planning stage, aiming for a total installed capacity of nearly 4.7 GW and storage capacity exceeding 9.4 GWh [3] - Planned systems include 18,653 small storage systems (20 kW or less) with a total power of 126.7 MW and 515.6 MWh of capacity, 627 commercial storage systems with 97.9 MW and 171.6 MWh, and 440 large storage systems with nearly 4.35 GW and 8.72 GWh of capacity [4]

Core Viewpoint - The construction of the "Hohhot Saihan 300,000 kW/1,200,000 kWh Independent Energy Storage Power Station" by Inner Mongolia Zhongdian Energy Storage Technology Co., Ltd. aims to address the challenges of renewable energy consumption through local energy storage and power balance, showcasing effective solutions for renewable energy integration [1][3]. Group 1 - The project is part of the 2024 Hohhot City Science and Technology "Breakthrough" project, focusing on the research and application of microgrid green electricity consumption energy storage technology [1][3]. - The intelligent microgrid is recognized as a key technology for building a new power system, providing flexibility, efficiency, and reliability [1][3]. - The project team has developed three types of high energy density, high cycle efficiency, and fast response energy storage products, achieving a capacity power ratio of ≥1, cycle efficiency of ≥95%, and a capacity decay of ≤3% per year [2][3]. Group 2 - An open "Intelligent Microgrid Green Electricity Consumption System Verification Platform" has been established, integrating photovoltaic generation, energy storage systems, and energy management systems for comprehensive testing and validation [2][3]. - The microgrid can operate in conjunction with the existing large power grid or switch to "island mode" for autonomous power supply, effectively addressing the core challenges of distributed power source integration [3]. - The company plans to increase R&D investment to enhance energy storage device efficiency and accelerate the industrialization of microgrid energy storage [3][4].

Core Insights - The article highlights a significant decline in the newly installed capacity of new energy storage projects in China for June 2025, with a year-on-year decrease of 65% in capacity and 66% in energy storage volume, attributed to the impact of renewable energy "rush installation" [1] - Despite the negative growth in June, the second quarter of 2025 saw a year-on-year increase of 24% in newly installed capacity, reaching 12.61 GW and 30.82 GWh [1] Summary by Sections New Installations Overview - In June 2025, the newly installed capacity for user-side energy storage projects was 328.6 MW and 841.4 MWh, showing a year-on-year increase of 22% and 43%, respectively [4] - The overall trend indicates that user-side energy storage projects are increasingly dominated by commercial applications, with significant contributions from high-energy-consuming industries such as metallurgy and chemical manufacturing [6] Regional Distribution - Hunan province accounted for over 30% of the newly installed capacity, with significant contributions from Shandong, Anhui, and Zhejiang, which collectively represented nearly 55% of the new installations [10] - The tightening power supply-demand relationship in central and eastern regions has driven commercial users to seek energy storage solutions for power supply assurance and cost reduction [10] Market Dynamics - The article notes that the maximum peak-valley price difference in electricity has narrowed compared to the previous year, with only eight regions experiencing an increase, notably Shandong and Hunan [10] - The user-side energy storage market is expected to grow at a compound annual growth rate (CAGR) of 57.9% from 2023 to 2025, and 45.8% from 2025 to 2030 [15][17] Policy and Incentives - Several provinces, including Zhejiang and Anhui, have introduced demand-side response implementation plans that encourage user-side energy storage participation, offering various subsidy mechanisms [11][14] - The article emphasizes that favorable policies and market conditions are likely to foster the growth of the user-side energy storage market, particularly in regions like Anhui, which has seen a significant increase in new project registrations [14]

Core Viewpoint - China Power Construction Corporation (CPCC) reported a total new contract amount of 686.70 billion RMB for the first half of 2025, reflecting a year-on-year growth of 5.83% [2][8]. Summary by Category 1. By Business Type - The company signed 2,939 new energy projects with a total contract value of 431.39 billion RMB, an increase of 12.27% year-on-year [5]. - Hydropower projects accounted for 576 new contracts worth 100.46 billion RMB, showing a significant increase of 66.67% [5]. - Wind power projects saw 652 new contracts totaling 142.90 billion RMB, up by 68.78% [5]. - Solar power projects experienced a decline, with 616 contracts worth 113.74 billion RMB, down by 28.55% [5]. - New energy storage projects included 96 contracts valued at 20.91 billion RMB, marking a slight increase [5]. 2. By Regional Distribution - Domestic contracts amounted to 545.04 billion RMB, a year-on-year increase of 3.16% [8]. - International contracts reached 141.67 billion RMB, reflecting a growth of 17.50% [8]. - The total contract amount for both domestic and international projects combined was 686.70 billion RMB, with a growth of 5.83% [8]. 3. Major Contract Details - In June 2025, the company signed 70 contracts exceeding 500 million RMB each, with 7 related to energy storage projects totaling over 2.75 GW/13 GWh and involving a project amount of 13.34 billion RMB [2][10]. - Notable projects include: - A 1 million kW/6 million kWh energy storage project in Ulanqab, valued at 6.24 billion RMB [10]. - A 300 MW/1200 MWh energy storage project in the Deep-Shan Special Cooperation Zone, with a contract value of 1.75 billion RMB [10]. - Two independent energy storage projects at the Gushanliang 500 kV substation, each valued at approximately 1.46 billion RMB [10].

Core Viewpoint - The article discusses the public tender announcement for a 20MW/80MWh energy storage system associated with a marine photovoltaic project in Qinhuangdao, highlighting the specifications and requirements for bidders [1][2]. Group 1: Project Overview - The project is initiated by Guohua Energy Investment Co., Ltd., specifically for the Qinhuangdao Changli offshore photovoltaic pilot project, with a total installed capacity of 265.06MWp on the DC side and 201.6MW on the AC side, resulting in a capacity ratio of approximately 1.3 [2]. - The energy storage system is designed to be 10% of the photovoltaic AC measured installed capacity, equating to a configuration of 20MW/80MWh [1][2]. Group 2: Tender Scope - The tender encompasses the supply and installation of all necessary equipment for the 20MW/80MWh electrochemical energy storage system, including battery units, power conversion systems, energy management systems, and various monitoring and safety subsystems [3]. Group 3: Bidder Qualifications - Bidders must be manufacturers of energy storage battery cells, power conversion systems, or battery management systems, with a requirement of at least 1GWh of cumulative domestic supply performance since July 2022, including at least one project of no less than 200MWh [4]. - The energy storage system must utilize lithium iron phosphate batteries, with strict conditions against the use of inventory or second-life batteries, and bidders must provide a commitment letter for battery cells and full lifecycle maintenance services [4].

Group 1 - The core theme of the competition is "Innovation Drives Energy Storage Transformation, Digital Intelligence Empowers Zero Carbon Future," focusing on breakthroughs in energy storage technology, expansion of application scenarios, and construction of industrial ecosystems [2] - The competition aims to promote innovation in the energy storage industry and has attracted over 900 projects globally since its inception in 2017, establishing itself as a significant event in China's energy storage sector [1][2] - The competition is organized by the International Energy Storage Technology and Industry Alliance and the Zhongguancun Energy Storage Industry Technology Alliance, ensuring a professional and authoritative evaluation process through a committee of experts [2] Group 2 - The competition consists of six stages: project collection, material review, preliminary round, online voting, finals, and award ceremony [3] - Key dates include the opening of the registration channel from July 1, 2025, to September 30, 2025, with various evaluation and voting phases leading up to the award ceremony in April 2026 [4] Group 3 - Awards include categories such as Outstanding Project Awards in various technical and application innovation groups, as well as the Innovation Model TOP Award for the finals [5][6] - The competition encourages participation from projects with significant breakthroughs in energy storage technology, including various battery types and energy storage systems [7][10] Group 4 - The competition also recognizes outstanding patents, soft science research, emerging enterprises, and influential individuals in the energy storage sector [9][19][21] - Participants will benefit from promotional support, free attendance at the conference, and financial advisory services from venture capital firms [23][24]