文 | 中关村储能产业技术联盟 1月30日， Schrode r s Gre enc oat与宁德时代以及Lo chpine Capit a l签署战略谅解备忘 录（MoU） ，携手探索、开发、投资欧洲电池储能项目。 该 谅 解 备 忘 录 的 签 署 ， 正 值 施 罗 德 集 团 （ Sc hr ode rs Gr oup ） 首 席 执 行 官 理 Ri c ha r d Ol dfi e l d随英国首相Sir Ke ir St a rme r带领的英国商业代表团访华期间，此次访问旨在中 英两国间建立更紧密的商业、贸易和投资纽带。依托与交通银行成功的合作伙伴关系，施 罗德已进入中国大陆市场三十余年。 本次合作旨在整合各方在绿色能源基础设施和科技领域的专业优势， 逐步支持欧洲实现 1 0GWh可再生能源储能装机规模 ，促进欧洲的净零排放能源转型。 在谅解备忘录的框架下，三方将合作打造欧洲电池储能系统的投资平台。 宁德时代将作 为电池供应商 。 Schrode r s Gre enc o a t是欧洲最大的资产管理机构之一， 隶属于施罗德资本（Sc h r o d e rs Ca pit a l）-- 施 ...

Group 1 - The core viewpoint of the article is that Ruipu Lanjun is expected to achieve its first profit since establishment, with a projected net profit of approximately RMB 6.30 billion to RMB 7.30 billion for the year ending December 31, 2025, marking a turnaround from a loss of about RMB 20 billion in 2024 [3] - The increase in profit is primarily driven by a continuous rise in the shipment volume of power and energy storage battery products, leading to sustained revenue growth [3] - Improvements in capacity utilization and cost reduction measures have significantly enhanced gross profit margins [3] Group 2 - Ruipu Lanjun has confirmed its participation in the 14th International Energy Storage Summit and Exhibition (ESIE 2026), inviting industry peers to attend the global energy storage industry event [3] - The event is scheduled to take place from March 31 to April 3, 2026, at the Beijing Capital International Exhibition Center [6] - The company reported a nearly fourfold increase in battery gross profit, with energy storage shipments reaching 18.87 GWh in the first half of the year [10]

文 | 中关村储能产业技术联盟 1月2 2日， 中关村储能产业技术联盟编制的《中国独立储能市场机制政策地图2025》， 在"CNESA Da t aLi nk 2025年度储能数据发布 暨储能国际峰会暨展览会2026新闻发布会"上正式发布。 本期特分享该 报告简版 ， 供行业参考。报告聚焦 全国21个重点省份 ，以"聚焦收益核心、提炼规则重点、简洁实用导向"为原则，梳 理各省 能源结构特征、拆解商业模式构成、挖掘特殊机制亮点、评估收益水平 。 作为 全国首个聚焦独立储能市场机制的"工具书式"报告 ，报告旨在为政府部门、储能企业、投资机构、电力从业者等提供高效便捷的 政策参考，助力快速把握各省市场脉搏、精准测算项目收益、科学制定市场策略，共同推动我国独立储能产业高质量市场化发展。 此外，2月3日，中关村储能产业技术联盟成功举办 《储能市场化容量补偿机制研究》 成果发布会暨政策解读会，该研究 简版报告将于 2月4日在联盟官方微信 公众号首 发 ，敬请关注。 CNESA、中关村储能产业技术联盟 ChinaEnergy Storage Alliance 新型储能参与电力市场系列研究 中关村储能产业技术联盟（CNESA ...

Group 1 - The core viewpoint of the article highlights the successful grid connection of the first batch of wind turbines in the Huaneng Aheqi County 300,000 kW wind power project, which is the highest altitude wind power project in Northwest China, located at an elevation of 3,700 meters [2] - The project plans to install 45 wind turbines, each with a capacity of 6.7 MW, and will include a 30 MW/60 MWh electrochemical energy storage station [2] - Once fully operational, the project is expected to generate an average annual electricity output of 610 million kWh, sufficient to meet the annual electricity needs of 20,000 households, and will reduce carbon dioxide emissions by over 500,000 tons annually, enhancing local energy security and promoting green low-carbon development [2]

Core Viewpoint - The successful integration of the first device in the Xinjiang Green Power's 500,000 kW/200 MWh energy storage project marks a significant step in China's energy storage layout in Xinjiang, providing crucial support for the energy storage system in southern Xinjiang [2][4]. Group 1: Project Overview - The Xinjiang Green Power's energy storage project is located in Ruoqiang County, Bayingolin Mongol Autonomous Prefecture, approximately 18.3 kilometers from the county seat, covering an area of 141.88 acres [4]. - The project includes the construction of a 220 kV energy storage booster station and a new 1.429-kilometer transmission line connecting to the 220 kV Ruoqiang South photovoltaic gathering station [4]. - This project is the first energy storage initiative by Xinjiang Green Power and is a key component of the region's new energy storage engineering efforts, aligning with China's dual carbon goals and supporting high-quality energy development in southern Xinjiang [4]. Group 2: Project Benefits - Upon operation, the project will create a synergistic effect with photovoltaic projects, serving as a "super battery" to provide three integrated services: peak shaving, frequency modulation, and backup capacity, significantly enhancing the flexibility and operational stability of the southern Xinjiang power grid [4]. - The project aims to greatly improve the absorption capacity of renewable energy sources, such as solar power, in the region [4]. Group 3: Industry Events - Xinjiang Green Power has confirmed participation in the 14th International Energy Storage Summit and Exhibition (ESIE 2026), inviting industry peers to join the global energy storage industry event [5]. - The event is scheduled to take place from March 31 to April 3, 2026, at the Capital International Exhibition Center in Beijing [5].

文 | 中关村储能产业技术联盟 2 0 26年1月3 0日， 国家发展改革委 国家能源局发布《关于完善发电侧容量电价机制的通 知》 。 文 件 指 出 各 地 可 根 据 当 地 煤 电 容 量 电 价 标 准 ， 结 合 放 电 时 长 和 顶 峰 时 贡 献 等 因 素，建立电网侧独立新型储能容量电价机制。 2 0 25年， 中关村储能产业技术联盟牵头，联合华北电 力大学、国网能源研究院财会与审 计研究所、国网能源研究院 能源战略与规划研究所、中国科学院工程热物理研究所 ， 在 相关部门指导下，完成了《储能市场化容量补偿机制研究》课题研究工作，为国家政策制 定提供重要参考。 为助力产业精准把握政策机遇，联盟将于 2 月 3 日 上 午 10 ： 00~11 ： 3 0 以 线上 直 播的 方 式，举办 《储能市场化容量补偿机制研究》成果发布会暨政策解读 ，特邀课题核心专家 分享研究成果并解析容量补偿政策要点。 扫描下方海报二维码，预约线上直播。 | | 目程概览 | | --- | --- | | | Schedule | | 10:00-10:05 0 | 主持人开场 | | 为 文町 | 中关村储能产 ...

文 | 中关村储能产业技术联盟 根据欧洲光伏产业协会（SPE）的新报告，欧盟的电池储能装机连续1 2年保持增长态势， 新装机容量再破纪录。 2 0 2 5年装机容量27.1GWh，同比增长4 5%，其中大部分为公用事 业规模系统贡献。 这 表 明 自 2 0 2 1 年 以 来 ， 欧 洲 的 电 池 储 能 容 量 已 实 现 十 倍 增 长 ， 从 7 . 8GWh 增 长 至 7 7 .3GWh。SPE指出，为满足2030年能源灵活性需求， 欧盟需要再次实现十倍增长，目 标容量为75 0GWh 。 2 0 25 年 是 欧 洲 电 池 储 能 市 场 的 分 水 岭 ， 公 用 事 业 级 规 模 系 统 成 为 市 场 扩 张 的 主 要 驱 动 器，贡献了55%的新增装机容量。政策环境改善和市场条件优化使大型项目达到历史高 位。 虽然表后储能（be hi nd-t h e -me t e r st or a ge）持续发挥重要作用， 住宅电池已连续两年下 降，同比减少6%至9.8GWh， 主要是由于电价下降和支持政策减少。工商电池储能虽有 小幅增长，但市场份额仍较小。 该报告指出，欧盟电解质与隔膜生 ...

文 | 中关村储能产业技术联盟 第十四届储能国际峰会暨展览会ESIE 2026迎来重要节点： A1楚能馆、A2宁德时代馆两 大展馆所有展位，已全部告罄！ 这不仅是招展工作的重大节点，更是行业对ESIE 202 6盛会高度认可的最佳证明。 中 车 株洲所、阳光电源、双登股份、远景储能、楚能新能源、宁德时代、国轩高科、瑞浦兰 钧、科华数能、新源智储、索英电气、智光储能、科陆电子、比亚迪、华为数字能源、亿 纬锂能 等产业链领军企业将于4月齐聚北京，一个汇聚产业核心力量、定义年度技术风向 的顶级平台已蔚然成型！ 展位售罄，展商抢先看 01 | A1楚能馆 | | | --- | --- | | A1C08 | 楚能新能源股份有 | | A1101 | 费加罗传感科技 | | A1102 | 南通福美新材料有 | | A1103 | 东莞市志盈五 | | A1104 | 佛山市迪璐特科技 | | A1105 | 扬州浦发塑业有限 | | A1107 | 美国安丰认证有限 | | A1108 | 威纳尔 | | A1109 | Et | | A1110 | | --- | | A1111T, A1112T | | A11 ...

文 | 川承储能 川 承 储 能 已 确 认 参 展 第 十 四 届 储 能 国 际 峰 会 暨 展 览 会 ESIE 2026 ， 诚 邀 产 业 同 仁 共 赴 ESIE 2026全球储能产业盛会。 1月2 8日下午，上海市虹口区召开市区协同绿色低碳产业推进会暨场景"揭榜挂帅"签约仪 式。区委书记李谦，区委副书记、区长蒋蕊，市经信委副主任蒲亚鹏，同济大学党委常 委、副校长石振明，区委常委、副区长吴伟平，副区长陈帅等领导出席并共同见证签约仪 式。作为虹口区绿色低碳产业招引的重要成果之一， 陕西川承储能科技有限公司（以下 简称"川承储能"）在会上正式签约落户 ，将成为区域打造千亿级绿色低碳产业集群的关 键力量。 据悉， 川承储能计划在虹口总投资约3 0亿元，聚焦全钒液流电池储能系统的研发、制造 与规模化应用。 企业将以上海为基地，辐射华东等地区，广泛吸纳研发与技术人才，打 造本土化高端研发集群，为能源转型提供安全、高效的全钒液流储能系统及定制化解决方 案，成为区域绿色能源体系建设的关键参与方，为上海建设绿色低碳示范城市贡献川承储 能的智慧与力量。 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 ESI ...

Core Viewpoint - The year 2025 marks a critical transition for China's energy storage industry, shifting from large-scale development to market-oriented growth, with significant advancements in technology and policy frameworks [2][3][44]. Group 1: Scale Leap - By the end of 2025, China's cumulative installed power storage capacity reached 213.3 GW, a year-on-year increase of 54%, with new energy storage accounting for 144.7 GW, over two-thirds of the total [5][6]. - The new energy storage projects added in 2025 amounted to 66.43 GW / 189.48 GWh, representing a year-on-year growth of 52% / 73% [5]. - The trend towards larger projects is evident, with the number of planned or under-construction hundred-megawatt stations doubling compared to the same period in 2024 [5]. Group 2: Mechanism Restructuring - The industry transitioned from policy-driven growth to market-driven dynamics, with the establishment of a comprehensive electricity market system [7][10]. - The average peak-to-valley price difference for time-of-use electricity across 32 regions decreased to 0.616 yuan/kWh, a 9.4% year-on-year reduction [8]. - Capacity pricing policies were accelerated, with regions like Inner Mongolia and Gansu leading the way in implementing capacity compensation mechanisms [9][10]. Group 3: Scenario Resonance - The cumulative installed capacity of grid-side storage reached 87.0 GW by the end of 2025, accounting for 60.1% of the total, with an average project duration of nearly 3 hours [11][12]. - The generation-side storage capacity reached 46.2 GW, focusing on wind and solar integration, and playing a crucial role in local power balance [13]. - User-side storage projects are increasingly large-scale, with five projects exceeding 100 MW, primarily in high-energy-consuming industries [14]. Group 4: Cycle Refinement - The prices of core materials in the energy storage industry saw a significant increase, with lithium carbonate prices rebounding from 60,000 yuan/ton to 120,000 yuan/ton, a nearly 100% increase [16]. - The production capacity of large-capacity cells is on the rise, while smaller cell production is gradually shrinking, indicating a structural optimization in the industry [19]. Group 5: Global Competition - The domestic market is characterized by a concentration of leading enterprises, with major players like CRRC Zhuzhou and BYD leading the bidding landscape [20][21]. - The global energy storage market is witnessing growth in emerging markets, particularly in the Middle East and Latin America, driven by local supply and demand dynamics [24][25]. Group 6: Innovation Advancement - The year 2025 marked the mass production of 500Ah+ large cells, with several companies achieving GWh-level production capacity [26]. - Solid-state battery technology is advancing, with half-solid batteries seeing increased application, while full-solid batteries are expected to reach market acceptance by 2035 [27]. - AI technology is becoming a core driver for asset value enhancement, optimizing market strategies and improving operational efficiency [31]. Group 7: Standard Foundation - New safety standards have been established, including GB 44240-2024 for mandatory safety testing, enhancing the credibility of energy storage systems [33]. Group 8: Capital Empowerment - The CNESA energy storage index rose by 41.7% in 2025, outperforming major stock indices, reflecting the high prosperity of the energy storage industry [34]. - The primary market for energy storage saw 102 financing events totaling 13.4 billion yuan, with a focus on hard technology innovation and application scenarios [35][36].