Core Viewpoint - The successful commissioning of the Baoku Energy Storage Power Station in Haixi Prefecture, Qinghai Province, marks a significant advancement in energy storage technology and capacity in Northwest China [1][8]. Group 1: Project Overview - The Baoku Energy Storage Power Station has a total installed capacity of 224.5MW/889MWh, divided into centralized and high-voltage direct-connected storage areas [3]. - The centralized storage area consists of 34 standard units of 3.35MW/13.42MWh and one unit of 1.6MW/6.7MWh, supplied by Electric Times [4]. Group 2: Safety Innovations - The project has made significant innovations in safety, including the application of a PACK-level perfluorohexane fire extinguishing system for precise and rapid fire suppression at the battery pack level [5]. - An integrated safety fortress has been established with intelligent fire warning, efficient water firefighting, and multi-gas detection technologies, ensuring long-term stable operation of the power station [6]. Group 3: Construction Timeline - The project has progressed efficiently since its initiation, with the first batch of battery and booster station equipment delivered in December 2023, all equipment arriving by March 2024, and full capacity grid connection achieved by July 2024 [7]. - The project is set to complete grid connection testing and network trials according to the new national standards by April 2025, with final acceptance scheduled for May 2025 [12]. Group 4: Impact on Energy Structure - Once operational, the project will significantly enhance the peak-shaving capacity of the Qinghai power grid, ensuring the safe consumption of renewable energy and improving the safety, stability, and economic efficiency of grid operations [8].

文 | 中关村储能产业技术联盟 近日，广东电网公司发布《关于做好我省2025年度新型储能电站项目建设论证及并网接入有关工作的复函》。 新型储能需求分析 结合广东电力系统发展情况，以满足系统调节需求为导向，分析2025-2027调频、调峰等需求。 调频需求： 广东调频市场总规模需求空间有限（ 约100-150万千瓦，占统调负荷的1%）， 系统调频能力相对 充足。未来随着独立储能并网规模的不断增加，调频市场将逐步饱和。 调峰需求： 经测算，广东新型储能主要为调峰需求， 应重点引导在新能源富集区域和负荷中心区域建设独立储 能电站，近期总需求规模约为 500万千瓦， 远期至2030年总需求规模约为 800-1000万千瓦。 评估论证结果 项目申报情况： 2025年共有209个项目申请纳入年度建设计划，总规模41.81GW/84.59GWh， 相比较2024 年 申 报 总 规 模 16.93GW/34.17GWh ， 增 长 147.6% （ 以 GWh 计 算 ） 。 其 中 ， 电 源 侧 储 能 5 项 ， 总 规 模 65MW/180MWh； 电网侧储能204项，总规模41.745GW/84.41GWh。 项 ...

Core Viewpoint - The implementation of a compensation standard for new energy storage capacity in Inner Mongolia is expected to enhance the scale of local energy storage projects and foster innovation in storage technology [1]. Group 1: Compensation Standards - The compensation standard for projects completed and put into operation by 2025 is set at 0.35 RMB per kilowatt-hour [1]. - The compensation standard will be announced annually by September 30 for the following year, with a total execution period of 10 years [1]. Group 2: Policy Impact - The Inner Mongolia Energy Bureau's new compensation policy is anticipated to drive the growth of new energy storage plants in the region [1]. - In May, Inner Mongolia Power Group and State Grid Inner Mongolia East Power Company paid nearly 100 million RMB in compensation for the discharge volume of eligible independent new energy storage plants [1]. Group 3: Market Growth - In the first quarter, Inner Mongolia utilized 630 million kWh of discharge electricity, with an average price difference of 0.35 RMB/kWh for the Bailige power station [1]. - By 2025, Inner Mongolia plans to start construction on 10 GW of new energy storage and put into operation 6 GW, with cumulative installed capacity reaching 10.32 GW, ranking first in the country [1].

Core Viewpoint - The global energy landscape is undergoing significant transformation, with renewable energy and energy storage technologies becoming essential for stable power system operations [1] Group 1: Product Launch and Features - The company has launched a new 5MWh string-type energy storage container system, which is designed to meet domestic market demands [2] - The system features an All-in-one high integration design, reducing the footprint by 37.8% and enhancing battery management granularity by 12 times [2] - It includes a smart liquid cooling temperature control system that maintains a temperature difference of within 2°C, ensuring balanced degradation control [2] Group 2: Future Developments - A next-generation centralized large-scale energy storage system is expected to be launched by the end of 2025, promising advancements in energy density and system efficiency [3] Group 3: International Certification and Global Strategy - The 5MWh centralized storage product has received international certifications such as EN 62477-1 and UL 9540, facilitating entry into high-barrier markets like Europe and the US [4] - The company has signed a strategic cooperation agreement with European energy company Versolvio to promote large-scale applications of its storage systems in Europe [4] Group 4: Future Outlook - The company aims to continue innovating in energy storage technology, providing more efficient, safer, and smarter solutions to support global energy transformation [5]

6月11日，宁夏电投永利（中卫）新能源有限公司300万千瓦光伏基地项目300MW/600MWh储能电站EPC工程中标结果公告发布。 中标人：中国能源建设集团陕西省电力设计院有限公司&阳光电源股份有限公司 中标价格：333244158.00元，折合单价0.56元/Wh 据了解，宁夏电投永利（中卫）新能源有限公司300万千瓦光伏基地项目场址位于宁夏回族自治区中卫市沙坡头区常乐镇，占地面积约11.8万亩，项目装机容 文 | 中关村储能产业技术联盟 光伏基地储能工程拟建形式为电源侧储能，储能项目包含3座储能电站，分别设置于三座新建330kV升压站内。每座升压站的储能设施容量均为100MW/200 计划开工日期：2025 年6月 15 日，具体开工时间以招标人开工通知书/监理开工令日期为准。 计划完工日期：2025年9月20日前具备全容量并网条件。（除招标人原因延迟开工或遇不可抗力的因素除外）。 相关阅读 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 | 15.85GWh，储能新增装机同比增长228%！5月新型储能项目分析 42.5MW/130MW ...

Core Viewpoint - The energy storage index experienced significant fluctuations in May, peaking above the 24-year high before retreating, ending the month at 1381.79, a 4.87% increase, while the ChiNext index rose by 2.32% [1] Group 1: Energy Storage Index Performance - The energy storage index increased by 6.94% in the first five months of 2025, contrasting with a 6.93% decline in the ChiNext index [1] - Since the inception of the index in early 2021, the energy storage index has risen by 38.18%, while the ChiNext index has decreased by 32.81% [1] Group 2: Major Players in Energy Storage - CATL completed its H-share application in just three months, listing on the Hong Kong Stock Exchange on May 20, raising 410 billion HKD (52.2 billion USD), marking the largest IPO in Hong Kong this year [4] - 90% of the funds raised by CATL will be used for the construction of a battery factory in Hungary, which represents about 2% of Hungary's annual GDP [4] - CATL's stock opened at 296.00 HKD, a 12.55% increase from the issue price, indicating a premium of 12.55% over its A-share price [4] Group 3: H-share vs A-share Pricing Dynamics - As of the end of May, CATL's closing price in Hong Kong was 303.4 HKD, equivalent to 277.79 RMB, while its A-share closed at 250 RMB, resulting in an 11.16% premium [4] - BYD's Hong Kong stock closed at 392.8 HKD, equivalent to 359.65 RMB, with an A-share closing at 352.3 RMB, leading to a 2.09% premium [4] - The average premium for A/H listed companies was 41% during the same period [4] Group 4: Trends in H-share Listings - There has been a surge in energy storage companies listing in Hong Kong, with four domestic lithium battery companies already listed before CATL, including BYD, Zhongxin Innovation, Ruipu Lanjun, and Zhengli New Energy [7] - Companies like EVE Energy, Shuangdeng Co., Nandu Power, and Haicheng Energy are also initiating their listing processes in Hong Kong [7] - EVE Energy plans to use the funds raised from its H-share listing to enhance its capital strength and global competitiveness [7] Group 5: Financial Performance of Listed Companies - Shuangdeng Co. reported revenue growth from 40.72 billion RMB in 2022 to an expected 45 billion RMB in 2024 [8] - Nandu Power has established a presence in 160 countries and regions, focusing on expanding its international business [9] - Haicheng Energy anticipates significant revenue growth from overseas operations, with overseas revenue projected to rise from 1% in 2023 to 28.6% in 2024 [9]

Core Viewpoint - The article highlights the launch of CRRC Times Electric's 3.X MW energy storage inverter, emphasizing its role in the transition to a new energy system driven by renewable energy sources [1]. Group 1: New Challenges and Requirements - The global energy storage capacity is expected to exceed 1.2 TW by 2025, necessitating a shift in the role of energy storage from "passive support" to "active construction" within the new power system [2]. - The development of high-capacity battery cells and the increasing energy density of battery systems impose higher power and cooling requirements on Power Conversion Systems (PCS) to ensure long-term safe and stable operation [2]. Group 2: Features of the Cloud Hub Inverter - The 3.X MW Cloud Hub energy storage inverter is designed to adapt to mainstream next-generation lithium battery systems with capacities ranging from 587 Ah to 688 Ah, utilizing a self-developed seventh-generation IGBT chip [3]. - It employs ANPC three-level topology and intelligent grid connection control algorithms to significantly enhance grid power quality and reduce inverter losses, achieving efficient AC-DC conversion [3]. - The inverter features an intelligent liquid cooling system and a high overload capacity design, with a 1.5 times overload capability for 10 seconds, meeting grid construction requirements [3]. - Compared to traditional models, the new inverter improves power density by 22% and reduces footprint by 30%, thereby lowering initial system investment costs [3]. - The product incorporates domestically produced core components, high-precision sensors, and a fully localized operating system and database, ensuring performance and supply chain stability [3]. Group 3: Commitment to a Carbon-Free Future - The 3.X MW Cloud Hub energy storage inverter aims to enhance energy efficiency, accelerate renewable energy consumption, and build a more stable grid, contributing to a clean, low-carbon, and efficient modern energy system [4]. - The company emphasizes the need for industry-wide collaboration to achieve a carbon-neutral future and invites partners and stakeholders to work together in promoting the large-scale application of clean energy [4]. Group 4: Market Developments - The global debut of the 6.X energy storage battery cabin was announced, with contracts signed with multiple companies, indicating a significant market presence [5]. - The energy storage sector saw a year-on-year increase of 228% in new installed capacity, totaling 15.85 GWh [5]. - In May, 48 new energy storage policies were released, with Document No. 136's supporting policies becoming a focal point for various regions [5].

试点方向： 文 | 国家能源局 6月10日，国家能源局官网印发了《 关于组织开展能源领域氢能试点工作的通知 》（国能综通 科技〔2025〕91号）。通知指出， 国家能源局将遴选部分项目和区域开展氢能试点工作，进一 步推动创新氢能管理模式，探索氢能产业发展的多元化路径，形成可复制可推广的经验，支撑氢 能"制储输用"全链条发展。 项目试点： 依托项目试点推动氢能先进技术与关键装备推广应用，支撑开展各类标准可行性和 有效性验证， 探索技术先进、模式清晰、可复制推广的项目开发方案。 项目试点由业主单位进 行申报，以单一试点方向为主。相关项目原则上应已完成核准、备案等工作，确保试点项目顺利 投运，商业模式清晰、成本效益明显、减碳效果突出，支持项目应用国家科技重大专项、国家重 点研发计划、首台（套）重大技术装备、能源领域研发创新平台等攻关成果，支撑打造技术装备 成果推广应用新场景、新模式、新机制，巩固提升氢能产业创新力、竞争力。 区域试点： 依托区域试点推动建立健全氢能跨部门协作机制和管理模式，探索创新可持续的绿 色价值实现机制，统筹衔接各类政策资源。 区域试点由牵头城市进行申报，覆盖城市不超过 3 个， 可统筹组织实施 ...

Core Viewpoint - CATL officially announced the mass production and delivery of the next-generation large-capacity energy storage cell, the 587Ah cell, at the 2025 Energy Storage Technology Day, emphasizing the creation of real value and exploring optimal solutions for the next generation of energy storage cells [1][3]. Group 1: Product Features and Innovations - The 587Ah cell is the first mass-produced energy storage cell of its kind, developed over three years, demonstrating that larger cells are not always better, and finding a balance among various complex factors is crucial [3]. - The 587Ah cell achieves a 40% reduction in the total number of system components, decreasing from 30,000 to 18,000, while adhering to the 45-ton transportation weight limit for hazardous materials [3]. - The cell has improved safety, energy density, lifespan, and system efficiency, with a 5% increase in the return on investment over its lifecycle compared to the previous generation [3]. Group 2: Quality and Production Capabilities - The 587Ah cell boasts industry-leading quality and delivery capabilities, with a single defect rate reaching PPB level (parts per billion) and a safety control level of 7.5 sigma, while production efficiency has increased by 50% and carbon emissions have been reduced by 57% [4]. - The cell's energy density reaches 434Wh/L, a 10% improvement over the previous generation, and the system energy density has increased by 25% [5]. Group 3: Reliability and Safety - The 587Ah cell significantly enhances reliability, with a fault rate due to self-discharge being an order of magnitude lower than that of stacked batteries, ensuring stable long-term operation of energy storage stations [9]. - A three-dimensional defense system composed of safe electrolytes, non-diffusing anodes, and heat-resistant isolation membranes ensures high safety for the 587Ah cell, passing national mandatory standards [9]. Group 4: Market Position and Future Outlook - CATL has maintained the top global shipment volume of energy storage cells for four consecutive years, with over 256GWh deployed across more than 1,000 projects, all maintaining a zero-accident record [6]. - The 587Ah cell is positioned to set a new benchmark for quality and value in the energy storage industry amid the ongoing transformation driven by policy and market forces [6].

Core Viewpoint - The article highlights the launch of Shandong's first "lithium battery + supercapacitor" hybrid energy storage project, the Lushan Longyuan Energy Storage Power Station, which aims to enhance renewable energy consumption and improve grid stability [1][2]. Group 1: Project Overview - The Lushan Longyuan Energy Storage Power Station is located in Yantai, Zhaoyuan City, and has a total capacity of 320 MW/640.2 MWh, consisting of 120 MW/240 MWh lithium iron phosphate batteries and 2 MW/0.2 MWh supercapacitors [1]. - The project is designed to meet the electricity needs of 1,000 households for 100 days with a full charge and is expected to increase renewable energy consumption by approximately 200 million kWh annually [1]. Group 2: Technical Features - The first phase of the project, with a capacity of 200 MW/400 MWh, is set to be operational by November 28, 2024, and features 120 PCS-9567 type grid-forming inverters [2]. - The energy storage station can operate in both grid-following and grid-forming modes, enhancing grid stability and providing power to critical loads during grid disturbances [2]. Group 3: Regional Impact - With the integration of the Lushan Longyuan Energy Storage Power Station, Yantai now has 17 energy storage stations, bringing the total storage capacity to 1.4328 million kW [2]. - By 2025, the Yantai grid is projected to facilitate the consumption of 1.93 billion kWh of renewable energy through the utilization of energy storage facilities [2]. Group 4: Policy and Market Developments - Shandong aims to exceed 10 GW of new energy storage capacity by the end of the year, supported by various policies including the introduction of a time-of-use pricing model to promote market-oriented operations of energy storage stations [4]. - Recent policies encourage virtual power plants to participate in the electricity market, providing support for demonstration projects [4].