Core Viewpoint - The article discusses the release of the "1+7" rule system (V4.0 version) for the Hebei Southern Power Grid electricity market, detailing revisions in market structure, spot trading, capacity leasing, ancillary services, and settlement mechanisms [2]. Market Structure and Participant Access - The Hebei Southern Power Grid electricity market includes three main trading segments: energy trading, ancillary service trading, and capacity trading. Energy trading is further divided into medium-long term and spot trading, while ancillary services include frequency regulation, ramping, and backup services [2]. - The scope of market participants has been expanded to include new entities such as energy storage companies, virtual power plants, aggregators, and smart microgrids. Specific technical parameters have been set for participation, such as a minimum independent storage charging power of 10 MW for frequency regulation [3]. Spot Market Trading Mechanism - The spot market operates on a model where generation side reports quantity and pricing, while the user side only reports quantity. The goal is to minimize system generation costs through centralized optimization [4]. - Pricing mechanisms involve node electricity prices for the generation side and a unified settlement point price for the user side. New entities must submit operational discharge curves for day-ahead market participation [4]. Medium-Long Term and Capacity Leasing Trading - Medium-long term trading requires segmented time periods, forming 24-hour segmented electricity and pricing, categorized into segmented trading and curve trading [5]. - Capacity trading is managed under the medium-long term market, with independent storage companies as lessors and renewable energy companies as lessees. Lessees must meet specific charging and discharging power and duration requirements [5]. Ancillary Services Market Operation - Currently, the Hebei Southern Power Grid primarily conducts frequency regulation auxiliary services and plans to establish a backup market. The frequency regulation market is organized after determining the day-ahead generation unit combination, using centralized bidding and marginal clearing [6]. - New market participants must declare parameters such as adjustment rate and rated power, with restrictions on their share of total frequency regulation rate demand set at a factor of k, currently defined as 0.3 [6]. Retail and Settlement Management - The retail market adopts a package system, divided into public and private packages, with various pricing methods including market linkage, fixed prices, or profit-sharing [7]. - Settlement for spot trading participants generally follows a "daily clearing, monthly settlement" model, with green electricity trading separating energy and environmental value settlements [8].

Core Insights - The 14th Energy Storage International Summit and Exhibition (ESIE 2026) will take place from April 1-3, 2026, at the Beijing Capital International Exhibition Center, organized by key industry alliances and research institutions [2][4][29]. Group 1: Event Scale and Participation - ESIE 2026 will feature over 160,000 square meters of exhibition space, with more than 1,000 exhibitors and sponsors, and is expected to attract over 200,000 professional visitors [4][10]. - The event will include over 40 thematic forums covering policies, technologies, and market trends, with participation from more than 400 speakers, including leaders from government, academia, and industry [4][18]. Group 2: Industry Ecosystem - The exhibition aims to build a comprehensive "wind-solar-electric-hydrogen" smart energy ecosystem, showcasing advancements in energy storage technologies and applications across various sectors [12]. - Key industry players such as CRRC Zhuzhou Institute, Sungrow, and CATL will participate, representing the entire energy storage value chain from R&D to engineering services [10][11]. Group 3: International Collaboration - The event will facilitate international resource connections, with support from over 50 countries and participation from various international energy organizations and embassies [22][23]. - Special activities will include international business matchmaking sessions and policy forums to enhance cross-border cooperation and business opportunities [23][24]. Group 4: Financial Empowerment - ESIE 2026 will address the full cycle of financing needs in the energy storage sector, from seed to operational phases, ensuring effective resource and capital matching [27].

Core Insights - The Dune Plus energy storage project in Antofagasta, Chile, has been officially launched by AME and EDF Energy Solutions, with Sungrow securing the engineering procurement and construction (EPC) contract [2][4] - The total investment for the project is $6.29 billion, which will add 509MW/2036MWh of storage capacity to Chile's largest photovoltaic power station [4][5] - A 15-year power purchase agreement has been signed, ensuring that the generated renewable energy will be supplied to Codelco, the world's largest copper mining company, at a rate of 1TWh per year [4][5] Project Details - The project is located in María Elena and consists of two main technology units: a 333MW/1334MWh Dune battery storage system and a hybrid energy facility integrating a 186MW solar power station with a 175MW/702MWh battery storage system [5][6] - The Dune battery storage system is designed as a standalone 4-hour storage project and will be deployed alongside the CEME1 photovoltaic power station, which is expected to be operational in 2024 [5][6] Industry Events - Sungrow has confirmed participation in the 14th International Energy Storage Industry Exhibition (ESIE 2026), scheduled for April 2026 [7]

Group 1 - The core viewpoint of the article highlights the collaboration between CATL and Marubeni Corporation's subsidiary, Sun Village, to develop a grid-level energy storage project in Japan with a total scale of 2.4 GWh [2][4] - Sun Village will be responsible for the development and construction of the energy storage project, while CATL will provide energy storage battery products and hold partial ownership of the power station. Marubeni will manage the operation of the storage facilities [4] - The three parties aim to integrate their core strengths to expedite the commercialization and large-scale implementation of the project [4] Group 2 - CATL has confirmed participation in the 14th International Energy Storage Summit and Exhibition (ESIE 2026), scheduled for April 2026 [4][5] - The event is positioned as a barometer for the development of the energy storage industry [5]

Core Viewpoint - CATL has established a strategic partnership with Wuliangye Group to integrate traditional liquor production with new energy technology, focusing on zero-carbon transformation and green development in Yibin [2][4]. Group 1: Strategic Collaboration - The collaboration will focus on three main areas: project co-construction, capital cooperation, and supply chain integration [2]. - Both companies aim to create a zero-carbon park, utilizing CATL's expertise in photovoltaic power stations and energy storage systems to upgrade green energy infrastructure [2]. Group 2: Electric Transportation and Logistics - The partnership will promote the electrification of Wuliangye's own vehicles and those of its suppliers, prioritizing the use of CATL's battery products [4]. - There will be an exploration of establishing battery swap demonstration routes to enhance logistics efficiency [4]. Group 3: Battery Business Synergy - The collaboration will deepen the synergy in battery business, focusing on the development of battery pack composite structural components and new product categories [4]. - Leveraging Wuliangye's technology in high-end packaging and anti-counterfeiting, the partnership aims to create high-standard and efficient battery packaging solutions [4].

相关阅读 单月90项！10月储能政策风向标：多省更新补贴与市场规则 10月用户侧储能：装机量同比升、环比降，传统强省备案数同比下降41% 新型储能飙涨超3000%！中国储能在海外市场集中爆发 11月24日龙蟠科技(603906)公告称，公司控股子公司常州锂源及控股孙公司南京锂源与 楚能新能源全资子公司武汉楚能、孝感 楚能及宜昌楚能 共同签署了《之补充协议二》，对原协议相关条款进行补充与修订。 此次签约标志着双方合作在半年内实现了量级上的巨大跨越： 协议将原定未来5年的15万吨采购量大幅提升至130万吨，预估合 同总金额也从超50亿元暴增至超450亿元。 ESIE 2026 储能产业发展的风向标 文 | 证券时报 预定展位详情咨询： 曹先生 135 52712 189 王先生 135 81885 520 李先生 135 81741 680 赵先生 182 10188 771 柏女士 180 31451 007 联盟官微 关注政策、项目、企业、市场活动 联盟官方小秘书 入会、入群、产业交流、活动对接 ...

Core Insights - The article discusses the significant energy demands of AI data centers, which can consume as much electricity as a small city, and highlights the need for advanced energy storage systems to manage power fluctuations effectively [2][4] - NVIDIA's recent release of the 800V DC architecture white paper indicates a shift towards integrating rapid-response energy storage systems in AI data centers, suggesting a potential explosive growth opportunity for the energy storage industry driven by AI [4][10] Group 1: Energy Architecture Evolution - The industry leaders, led by NVIDIA, have outlined a clear three-step evolution plan towards the 800V DC architecture for AI data centers [6] - The first step involves a transitional solution using "side-mounted power cabinets" to physically separate power modules from core computing areas [6] - The second step focuses on transitioning from a "distributed" to a "centralized" architecture [7] - The final step aims for a direct conversion from 10kV medium voltage AC to 800V DC using Solid State Transformers (SST) [9] Group 2: Hybrid Energy Storage Systems - To effectively manage power fluctuations, "hybrid energy storage" is identified as a necessary technological core, combining supercapacitors, high-rate batteries, and large-scale energy storage systems [10] - The new architecture requires advanced semiconductor technologies, such as silicon carbide (SiC) and gallium nitride (GaN), to meet the stringent demands of 800V high voltage [11] Group 3: Market Dynamics and Key Players - The surge in energy demand from AI and data centers has led to strategic competition among energy storage companies, including UPS suppliers and thermal management solution providers [16] - Major players in the energy storage market include: - **Sungrow Power Supply**: Actively developing power solutions for AI data centers, with plans to launch products by 2026 [19] - **Huawei**: Emphasizing energy digitalization for AI data centers, aiming for a secure, reliable, and low-carbon future [20] - **Kehua Data**: Focused on building data centers and HVDC solutions, with significant market presence [21][23] - **DuanDeng Co.**: Recognized as a "hidden champion" in data center energy storage, leading in battery shipments [24] - **Zhongtian Technology**: Engaged in lithium battery storage systems, with a strong production capacity [25] Group 4: Technological Innovations - The introduction of Solid State Transformers (SST) is highlighted as a revolutionary product that efficiently converts medium voltage AC to 800V DC, significantly reducing energy loss and saving substantial electricity annually for large data centers [11][12] - SSTs improve power quality and reduce the footprint of power systems, allowing for better space utilization in data centers [15] Group 5: Future Trends and Strategic Directions - The competition in the energy storage sector is shifting from hardware specifications to the intelligence of energy management systems, emphasizing the need for predictive capabilities and smart coordination among different energy storage units [15] - The article anticipates a transformation in business models, where the winners will be those who can provide integrated smart energy solutions rather than just hardware [15]

海 外 征 伐 ， 户 储 军 团 的 崛 起 户用储能（即家庭储能系统） ，是一种针对家庭用户的模块化能源存储装置，可以帮助家庭实现能源自给、降低电费支出，并提升用电可靠 性。 户用储能市场是一个典型的 外向型市场 ，主要集中在高电价的国家，在欧洲、美国、日本、澳大利亚等发达市场已然成熟，并正逐步向东南 亚、非洲、南美等新兴区域拓展。 依托完善的光伏与储能产业链， 一批中国户储品牌凭借产品力与渠道力成功出海， 奠定了自身的市场地位。从2025年上半年业绩看，这支"海 外军团"依然表现亮眼： 派能科技 ，上半年营收11.49亿元，同比增加33.75%，产品销售量达1328MWh，同比增长132.57%。 文 | 中关村储能产业技术联盟 在能源转型的十字路口，一批凭借海外户储市场崭露头角的中国储能企业，正面临一道关乎未来命运的战略选择题。 当海外市场从蓝海变为红海，当国内储能商业模式逐步跑通，是继续深耕熟悉的海外战场，还是也要争夺国内已成规模的储能大市场？ 固德威 ，上半年营收40.86亿元，同比增长29.80%。逆变器销量约为39.95万台，其中储能逆变器销量约为3.32万台，占比约8.31%。 德业股份 ， ...

文 | 中关村储能产业技术联盟 2 0 2 5年10月储能政策从国家到地方共有90项发布或征求意见，涉及电价政策、电力市场、 补贴政策、示范项目等方面，中关村储能产业技术联盟对本月储能政策进行了梳理解读，希 望与业界同仁共同交流探讨。 一、政策数据概览 根据CNESA Da t aLi n k全球储能数据库的不完全统计，2025年9月份 共发布储能相关政策 9 0 项 ， 其 中 国 家 层 面 发 布 9 项 。 从 重 要 程 度 来 看 ， 非 常 重 要 类 39 项 ， 其 中 ， 国 家 、 广 东、河北、青海 发布数量居多，从政策类别来看， 电价政策、电力市场政策居多。 二、重要政策概览 【国家层面】 国家商务部、海关总署发布对锂电池和人造石墨负极材料相关物项实施出口管制的决定 ，对锂电池相关物项和正极材料相关物项等实施管制，包括3A0 0 1 重量能量密度大于等 于3 00 Wh/ k g的可充放电锂离子电池、用于制造可充放电锂离子电池的设备等。 国家发展改革委、国家能源局发布《跨省跨区电力应急调度管理办法》 ，提到应急调度 在受入省的落地侧电价，按省间现货市场结算价格上限或南方区域现货市场出 ...

ESIE 2026 储能产业发展的风向标 预定展位详情咨询： 曹先生 13 552 71 2 189 王先生 13 581 88 5 520 李先生 13 581 74 1 680 赵先生 18 210 18 8 771 柏女士 18 031 45 1 007 相关阅读 11月20日，甘肃省张掖市甘州区旭储景能200MW/800MWh独立储能电站示范项目竣工仪式在项目现场举行。 该项目总投资约9亿元，于2025年7月10日开工建设，仅用4个月时间实现竣工，较西北地区同类储能电站平均建 设周期缩短近一半，创造了单体大容量储能项目建设"张掖速度"。 文 | 中关村储能产业技术联盟 项目位于甘肃省张掖市甘州区南滩光伏产业园，由张掖市旭储景能新能源科技有限公司投资建设，总投资约9亿 元，于2025年7月10日开工，建设200MW/800MWh 储能电站 、330kV/35kV/10kv升压变电站以及配套送出 工程和综合楼、危废品间、消防泵房及其它附属配套设施等。 联盟官微 关注政策、项目、企业、市场活动 联盟官方小秘书 入会、入群、产业交流、活动对接 新型储能飙涨超3000%！中国储能在海外市场集中爆发 甘肃300M ...