文 | 中关村储能产业技术联盟 1 0月15日，海博思创公布投资者关系活动记录表。 业绩方面， 2 0 2 5上半年营收45 . 2 2亿元，同比增长2 2 . 6 6%。2025上半年发货并确认收入 的项目约为9 . 5GWh。 发展规划方面， 海博思创的长期目标是成为全球领先的储能系统解决方案提供商。未来 3 - 5年，战略规划主要聚焦四个方面： 一是持续深化与国内大型发电集团的合作，保持国内市场的领先地位； 二是积极探索具有商业价值的储能应用场景和价值链延伸； 三是加速海外市场布局，提升全球影响力； 四是加大社会化资本投资的独立储能项目拓展与合作，基于现有的AI+大数据分析能力， 规划储能资产的后端运营布局，实现从研发制造企业向"研发制造+服务"企业的转型。 固态电池、钠离子电池的应用方面， 海博思创表示其有固态电池、钠离子电池应用于储 能 系 统 集 成 相 关 的 方 案 及 技 术 储 备 。 其 中 ， 较 早 地 通 过 合 资 公 司 研 发 并 布 局 半 固 态 电 池， 深 入 研 究 和 合 作 开 发 半 固 态 和 固 态 电 池 技 术 ， 在 大 容 量 、 长 寿 命 、 ...

文 | 高特电子 这些作用能为项目延缓设备更换周期、增加运营收益、节省成本投入，为后续实际项目的 收益保障提供技术支撑。 当储能系统出现以下性能特征时，需提前规避收益风险： <高特"点对点"主动均衡解决方案> 主0动2均衡：破解储能系统寿命风险 主动均衡技术的核心是通过实时监测电芯状态， 以能量转移方式将高电势电芯能量补充 至低电势电芯，实现"精准能量调控"， 是应对寿命风险的关键解决方案，具体来看，该 技术可针对性化解四大寿命风险： 2 0 25年，中国储能告别"野蛮生长"，进入"高质量发展"阶段。政策上，136号文取消储能 强配、394号文明确电力现货市场全域覆盖，"靠真收益存活" 成行业准则， 主动均衡技 术是核心适配方案。 性0能1评估：系统寿命的核心关联 项0目3案例：主动均衡项目实践验证 （一）项目基础配置 项目名称：甘肃民乐4 0MW/ 80MWh储能项目 电芯规格：2 8 0Ah LFP 电池组架构：1P 6 9S 2 8T Pa c k数量：6个Pa c k /簇，共8簇 均衡计数应用：全集装箱搭载主动均衡系统 投运时间：2 0 2 2年1 2月 为量化分析主动均衡功能对单个电池簇、整舱电池 ...

中国电解铝巨头、山东最大民营企业 山东魏桥创业集团 有限公司近日 接入国家电网 ， 结束了魏桥孤网运行历史，同时探索出了 自备电厂+公网绿电消纳新模式 上形成了可复 制、可推广的"魏桥方案"。 国网滨州供电公司工作人员加紧建设魏桥集团部分负荷、机组接网工程 张波感谢国网山东电力的大力支持，在最短时间内完成魏桥集团接网重大任 务，让魏桥 集团用上了更多的绿色电力 ，对于魏桥集团转型发展具有划时代意义。他表示，这次来 国网山东电力拜访既是破冰之旅，也是合作之旅，完全同意林一凡董事长提出的深化合作 任务。面对国内外经济形势的发展变化，魏桥集团将积极顺应时代形势和发展趋势，与国 家电网互通有无、优势互补，掀开魏桥与电网深化合作新局面。 胡薄表示，在省委省政府关心指导下，省发改委、省能源局、滨州市委市政府、国网山东 电力和魏桥集团多方合力，推动魏桥集团部分负荷、机组接入公网，开创了促进全省绿电 消纳的新模式。 今年春节后，公司认真落实省委省政府决策部署，与滨州市、魏桥集团紧密协同，全力克 服"大规模、紧时序、高难度"三重挑战，7月1日超常规攻坚完成魏桥集团部分负荷、机 组接网工程，7月9日实现3台66万千瓦机组正式并网 ...

Core Insights - The article provides an analysis of the energy storage bidding market in September, highlighting trends in bidding segments and technological diversification in energy storage solutions [2][3]. Bidding Market Overview - In September 2025, a total of 247 bidding segments were tracked, representing a year-on-year decrease of 7.8% but a month-on-month increase of 4.2%. This includes various categories such as EPC, energy storage systems, batteries, and more [4]. - The bidding segments for energy storage systems totaled 59, down 35.9% year-on-year but up 3.5% month-on-month. EPC bidding segments reached 160, showing a year-on-year increase of 3.2% and a month-on-month increase of 9.6% [5]. Bidding Scale - The EPC bidding scale reached a historical high of 12.4 GW/32.4 GWh, reflecting a year-on-year increase of 52.9%/47.3% and a month-on-month increase of 21.3%/4.3%. The energy storage system bidding scale was 2.9 GW/9.3 GWh, with a year-on-year increase of 58.4%/125.3% but a month-on-month decrease of 34.4%/43.4% [6][8]. Application Distribution - In September, the EPC bidding scale growth was primarily driven by grid-side projects, reaching 29.4 GWh (90.7% of total), with a year-on-year increase of 124.6% and a month-on-month increase of 13.1%. User-side bidding also saw significant growth, reaching 2.1 GWh, up 177.5% year-on-year and 78.9% month-on-month [10]. Technological Diversification - The bidding projects in September exhibited a notable trend towards technological diversification. Lithium-ion batteries remained dominant at 86.7%, but there was a decrease compared to previous months. Non-lithium storage technologies, such as compressed air and flow batteries, showed active participation [12][14]. Bidding Entities - The number of bidding entities for energy storage systems totaled 60, down 33.3% year-on-year but up 1.7% month-on-month. For EPC, there were 138 entities, showing a slight year-on-year decrease of 0.7% but a month-on-month increase of 12.2% [14].

Core Viewpoint - The article highlights the strategic partnership between Arctech Solar and Aypa Power for the development of two significant energy storage projects in Ontario, Canada, which will enhance the province's energy infrastructure and storage capacity [1][4]. Group 1: Project Details - Arctech Solar's subsidiary, Arctech Energy Technology Co., Ltd., has signed a Battery Supply Agreement (BSA) and a Long-Term Service Agreement (LTSA) with Aypa Power for the "Elora" and "Hedley" battery storage projects [1][4]. - The combined installed capacity of the two projects is 420 MW and 2,122 MWh, making them among the largest energy storage facilities currently under development in Ontario [4]. - The projects will utilize Arctech's large-scale energy storage product, SolBank, with equipment delivery scheduled to begin in Q1 2026 and commercial operation expected in the first half of 2027 [4]. Group 2: Operational and Financial Aspects - Following the projects' commissioning, Arctech Energy will provide comprehensive operational maintenance services under the 20-year LTSA, ensuring the systems operate safely and reliably throughout their lifecycle [4]. - This partnership reinforces Ontario's leadership in large-scale energy storage deployment and demonstrates the ongoing collaboration between Arctech and Aypa Power in advancing critical energy infrastructure in North America [4].

Core Viewpoint - The forum emphasizes the critical importance of safety in the energy storage industry, highlighting the need for a comprehensive safety evaluation system and collaborative efforts across various sectors to mitigate risks associated with lithium-ion battery storage [9][11][37]. Group 1: Event Overview - The fifth Energy Storage Safety Forum and the National Key R&D Program project meeting were held in Tianjin, attracting over 600 participants and more than 40,000 online viewers [2]. - The event was co-hosted by several organizations, including the Zhongguancun Energy Storage Industry Technology Alliance and the Tianjin Fire Research Institute [3][5]. Group 2: Key Presentations - Professor Zhang Laibin discussed the advantages and challenges of using deep underground space for physical energy storage, emphasizing the importance of addressing safety issues for better development [15]. - Professor Sun Jinhua presented a systematic solution for fire safety in electrochemical energy storage, advocating for a three-tiered safety approach [16]. - Professor Xie Jia highlighted the significant energy contained in a 20-foot 314Ah energy storage container, equating it to 24 tons of TNT, and stressed the need for effective thermal runaway prevention strategies [19]. - Professor Chen Haosen introduced AI technologies for enhancing battery safety, focusing on real-time monitoring and predictive maintenance [20]. Group 3: Safety Evaluation and Guidelines - The Tianjin Fire Research Institute has developed a comprehensive safety evaluation system for lithium-ion battery storage, covering all levels from individual cells to entire power stations [23]. - The release of the "Self-Regulation Practice Guide" marks a significant milestone for the industry, providing normative guidance for containerized lithium battery storage systems [27][30]. Group 4: Forum Discussions - The forum included three parallel sub-forums focusing on safety technology innovations, fault diagnosis, and AI applications in energy storage safety [31][33][34]. - Experts shared insights on enhancing system reliability through advanced management techniques and the integration of AI for predictive safety measures [33][34]. Group 5: Conclusion and Future Outlook - The forum underscored the consensus that safety is the foundation for the scalable development of the energy storage industry, emphasizing the need to establish robust safety standards to maximize the sector's value in energy transition [37].

文 | 广东电力交易中心 1 0月16日，广东电力交易中心发布《广东新能源增量项目可持续发展价格结算机制竞价 规则》、《广东省新能源发电项目可持续发展价格结算机制差价结算规则》两个规则的通 知。 根据实施方案设置机制电量申报比例上限、机制电价申报上下限， 集中式光伏和陆上风 电项目不参与竞价，在参与竞价的项目中，110千伏以下电压等级项目的竞价电量申报比 例上限取80%， 其他项目的竞价电量申报比例上限原则上与存量项目机制电量比例上限 保持一致；若竞价周期内新能源项目存在已成交的中长期交易电量、绿电电量，相应调减 新能源项目竞价申报比例上限。 增量项目机制电价的执行期限为海上风电项目14年、光伏项目12年，到期后不再执行机 制电价。 增量项目参与竞价成功后，未投产项目的执行起始时间按照竞价时申报的投产 时间确定；已投产项目按照入选时间确定。增量项目执行机制电价前必须具备"四可"（可 观、可测、可调、可控）条件且已投产。 《广东省新能源发电项目可持续发展价格结算机制差价结算规则》 提到，新能源机制电 价差价费用， 以自然月为周期出具结算依据并开展电费结算。 关于结算电价， 执行机制电量差价结算机制的新能源项目， ...

Core Viewpoint - The establishment of Yan'an Waneng Electric Power Co., Ltd. by Waneng Electric Power, Sunshine New Energy, and Guoxuan New Energy marks significant progress in the "Shan Electric into Anhui" project, which is part of China's 14th Five-Year Plan for power development [2][3]. Group 1: Project Overview - The Shanbei-Anhui UHVDC project will start from the comprehensive energy base in Yan'an, Shaanxi, and will include 4 x 1 million kW of thermal power, 1,100 million kW of renewable energy, and 220 million kW of 2-hour electrochemical energy storage [2]. - Once completed, the project is expected to deliver over 36 billion kWh of electricity annually, with renewable energy accounting for no less than 50% of the total [2]. Group 2: Company Details - Yan'an Waneng Electric Power Co., Ltd. has a registered capital of 500 million yuan, with Waneng Group holding the majority stake, while Sunshine New Energy and Guoxuan New Energy also participate in shareholding [3]. - The company's business scope includes services related to power generation technology, solar and wind power generation, energy storage technology services, and carbon reduction technologies [3].

Core Viewpoint - The successful full-capacity grid connection of the 200MW/400MWh energy storage power station in Dehong, Yunnan, represents a strategic hub for China-Myanmar power interconnection and serves as a model for energy cooperation under the Belt and Road Initiative, ensuring regional grid stability and setting a new benchmark for the collaborative development and efficient utilization of clean energy [2]. Group 1 - The project is located in the industrial park of Ruili City, Dehong Prefecture, and involves the provision of 40 sets of 5MW centralized conversion and boosting integrated equipment by the company in collaboration with Nandu Power [3]. - The equipment solution consists of four 1250kW centralized PCS units, with individual rectification and inversion efficiency exceeding 98.5% [4]. - Each unit is equipped with an advanced two-phase flow phase change cooling system, effectively controlling the core cabin temperature rise to below 10K, which reduces subsequent operation and maintenance costs by 30% [5]. Group 2 - The modular design significantly enhances the average fault-free time and overall availability of the system [5].

文 | 中关村储能产业技术联盟 20 2 5年1 0月1 6日， 第五届储能安全研讨会暨国家重点研发计划项目"国际锂离子电池储能安全评价关键技术合作研发"研讨会 在天津梅 江中心皇冠假日酒店隆重开幕。 本届论坛由 中关村储能产业技术联盟、应急管理部天津消防研究所、天津大学国家储能技术产教融合创新平台 共同主办，恰逢天津大 学建校1 3 0周年与应急管理部天津消防研究所建所6 0周年，具有承前启后的特殊意义，汇聚了政、产、学、研各界力量6 00余人现场参 与，线上观看人次突破4万，共同为储能产业的安全与可持续发展献计献策。 盛会启幕 汇聚行业领袖，共绘安全蓝图 开幕式汇聚了行业主管部门、权威专家与企业精英，国家能源局安全司、工业和信息化部电子信息司相关领导，中国工程院院士、中国 石油大学（北京）教授张来斌，欧盟科学院院士、中国科学技术大学教授孙金华，以及各主办方代表共同出席。 本届会议的成功召开，还得到了科华数能、远景能源、天合储能、派能科技、西清能源、融和元储、采日能源、壳牌（中国）、精控能 源、东方日升、CSA集团、苏州UL美华认证等单位的大力支持。 李斌 天津大学党委常委、副校长、教授 孙正运 中国能源研 ...