Core Viewpoint - The article discusses the results of a large-scale centralized procurement project for energy storage battery cells by China Electrical Equipment Group Co., Ltd, highlighting the successful bids and the overall procurement capacity of 7.248 GWh [2][4]. Summary by Sections Procurement Results - The procurement project included six packages with a total of 7.248 GWh of energy storage battery cells. Specific details include: - Package 1 (50Ah): 16 MWh, failed to attract bids - Package 2 (100Ah): 32 MWh, failed to attract bids - Package 3 (314Ah): 2,920 MWh, won by Chuangneng New Energy - Package 4 (314Ah): 2,180 MWh, won by Trina Storage - Package 5 (314Ah): 1,400 MWh, won by Haicheng Storage - Package 6 (314Ah): 700 MWh, won by Guoxuan High-Tech [2][5]. Additional Bidding Information - Four packages did not specify exact scales, with the following suppliers qualifying: - Package 7: failed to attract bids - Package 8: failed to attract bids - Package 9: Ningde Times, Yiwei Lithium Energy, Zhongchuang Innovation, and Lishen Battery qualified - Package 10: 11 suppliers including Chuangneng New Energy, Ningde Times, Haicheng Storage, and others qualified [3][6]. Procurement Scale - The total procurement quantity is 73,656,004 units, with an expected procurement capacity of 7,248 MWh. The procurement is divided into four sections with battery cell specifications of 50Ah, 100Ah, 280Ah, and 314Ah [3].

格隆汇8月12日丨鹏辉能源(300438.SZ)于投资者互动平台表示，公司近期有研发消费类半固态电池，目 前已通过针刺测试，正在准备给大客户送样。该产品相比以往消费类液态电池的核心优势是其高安全 性。 ...

证券代码：300438 证券简称：鹏辉能源 公告编号：2025-025 广州鹏辉能源科技股份有限公司 一、公示情况及核查方式 （一）本次拟激励对象的公示情况 公司于2025年7月30日在巨潮资讯网（www.cninfo.com.cn）上披露了《2025年股票 期权激励计划（草案）》及其摘要、《2025年股票期权激励计划实施考核管理办法》及 《2025年股票期权激励计划首次授予激励对象名单》等相关公告，并于2025年7月30日 起在公司内部公示了2025年股票期权激励计划首次授予激励对象名单。具体情况如下： 1、公示内容：本次激励计划预留授予激励对象的姓名及职务； 2、公示时间：2025年7月30至2025年8月8日； 3、公示方式：公司OA系统； 4、反馈方式：公示期内，员工可通过电话或邮件方式反映情况，薪酬与考核委员 董事会薪酬与考核委员会关于公司 2025 年股票期权激励计划首 次授予激励对象名单的公示情况说明及核查意见 本公司及董事会全体成员保证信息披露内容的真实、准确、完整，没有虚假记载、 误导性陈述或重大遗漏。 广州鹏辉能源科技股份有限公司（以下简称"公司"）于2025年7月29日召开的第 五届董事 ...

证券代码：300438 证券简称：鹏辉能源 公告编号：2025-026 广州鹏辉能源科技股份有限公司 监事会关于公司 2025 年股票期权激励计划首次授予激励对象名 单的公示情况说明及核查意见 本公司及监事会全体成员保证信息披露内容的真实、准确、完整，没有虚假记载、 误导性陈述或重大遗漏。 广州鹏辉能源科技股份有限公司（以下简称"公司"）于2025年7月29日召开的第 五届董事会第十四次、第五监事会第十二次会议审议通过了《关于公司2025年股票期权 激励计划(草案)及其摘要的议案》等议案。具体内容详见公司于2025年7月30日在巨潮 资讯网（www.cninfo.com.cn）披露的相关公告。 根据《上市公司股权激励管理办法》（以下简称"《管理办法》"）、《深圳证券 交易所创业板股票上市规则》（以下简称"《上市规则》"）、《深圳证券交易所创业 板上市公司自律监管指南第1号——业务办理》（以下简称"《自律监管指南》"）等 相关法律、法规及规范性文件和《广州鹏辉能源科技股份有限公司公司章程》（以下简 称"《公司章程》"）的规定，公司于2025年7月30日至2025年8月8日对2025年股票期 权激励计划（以下简称 ...

Core Viewpoint - The project initiated by Penghui Energy and Sichuan Zhongfu is the largest user-side lithium battery energy storage project in China, aiming to enhance energy efficiency and contribute to carbon reduction goals [1][3][4] Group 1: Project Overview - The project has a capacity of 107.12 MW and 428.48 MWh, with an expected completion date of November 30, 2025, and the first unit is planned to be operational by September 30, 2023 [1][4] - The construction period is estimated to be 120 days, marking a significant milestone in the development of user-side energy storage solutions [1][4] Group 2: Environmental and Economic Impact - The project is designed to reduce carbon emissions, lower electricity costs for enterprises, and serve as a model for smart energy management [3][4] - It aims to stabilize the regional power grid, optimize electricity load, and enhance the utilization of green energy [4] Group 3: Technological Innovation - The collaboration will introduce innovative technology in the electrolytic aluminum industry, specifically the electrolysis energy storage direct current access technology, which will significantly reduce energy loss and improve economic efficiency [4] - The project will also integrate photovoltaic systems to create a "light + storage coupling" direct supply system, promoting energy-saving and carbon reduction innovations [4] Group 4: Future Developments - A second phase of the project is planned to expand capacity to 400 MW and 1000 MWh, incorporating additional renewable energy sources such as wind and solar power [4] - The ultimate goal is to establish an integrated regional microgrid model in Guangyuan, aligning with national energy reform and dual carbon policy objectives [4]

据CESA储能应用分会产业数据库不完全统计 远景射阳储能电站 ◎邹俭朴 记者 李苑 深耕储能领域的鹏辉能源，其2024年年报显示，2024年，公司营收79.6亿元，比上年同期上升14.83%； 报告期内归属于上市公司股东的净利润为-2.5亿元，同比下降685.72%。对此，鹏辉能源解释称，电池 产业竞争加剧，虽劣质产能及低质企业加速出清，但仍无法遏制价格内卷狂潮，电芯价格已经逼近甚至 跌破企业生产成本。 一位储能头部企业的负责人透露，过去几年，大量资本涌入储能行业，大部分并不赚钱，如今纷纷掉 头。对于涉储企业来说，融资环境收紧，现金流承压，企业纷纷选择回归理性。 据CESA储能应用分会数据库不完全统计，2025年以来，已有至少15个储能产能类、电站类项目相继终 止、延期，储能产能类涉及的技术类型包括锂离子电池、钠离子电池、固态电池、储能逆变器、系统集 成等项目，电站类涉及独立储能、光储、压缩空气等项目，涉及的投资资金超百亿元。 "内卷"卷出"外伤" "价格降低本是行业竞争力的体现，但最近一年完全变味了。"远景集团高级副总裁、远景储能总裁田庆 军日前对上海证券报记者坦言，"储能行业再继续'卷'下去，一定会出问题 ...

2 起点催能 12 起点理电 2025起点户储及便携式 储能电池巡回采访活动 聚焦电池好品牌 发现储能好产品 2025起点户储及便携式 储能电池巡回来访活动 聚焦电池好品牌 发现储能好产品 2 起点锂电 调研行程 调研前 调研启动 调研中 调研后 调研企业及路线确定 (提 活动启动宣传 企业走访调研、最新前沿 调研活动文章发布在起 前确定拜访行程) 行业和企业信息交流共享、 点锂电公众号、视频号 供需对接、 区域沙龙、 新 和抖音号等全媒体平台 闻报道持续跟踪等 寻访流程及内容 参观受访企业工厂 调研小组成员自我介绍 团队合影留念 受访企业高管介绍公司 行业前沿信息交流和合作空间探讨 调研活动报道文章发布 活动行程计划 | 时间 | 区域 | 目标调研采访企业 | | --- | --- | --- | | 2025年8月4日-12 日 | 深圳 | 比亚迪、首航新能、古瑞瓦特、广州三晶股份、正浩创新、德兰明海、华宝 新能、安克创新、绿联、品胜、移族、鹏程无限、保力新、瑞浦兰钧华南公 同、欣旺达、比克电池、海雷新能源、深圳康普盾、泽塔电源、深圳睿电绿 | | | | 能（艾比森）等 | | 2025年8月13 ...

（文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：贵公司固态电池方面有哪些技术？ 鹏辉能源（300438.SZ）8月4日在投资者互动平台表示，您好！公司于去年8月份发布的固态电池技术， 通过使用自研的高离子电导率、高稳定性、低成本的氧化物复合固态电解质替代隔膜和电解液，实现了 固态电池工艺创新和材料创新，在工艺和降本方面为公司固态电池产业化构筑坚实基础。安全性能方 面，得益于自研的复合固态电解质、高导热添加剂、自动安全机制三重安全防线，鹏辉能源第一代固态 电池可以通过最严苛的针刺试验，不可燃的固态电解质加上"自动安全机制"的耦合，鹏辉能源真正做到 了人们期望中固态电池的性能：本质安全。温域方面，公司自研的第一代固态电池，宽温域性能优异， 在-20℃~85℃温度环境，均可进行充放电循环，做到了真正的宽温域应用，实现了极端环境下正常工 作，着力解决客户痛点。公司在进一步优化迭代固态电池性能，并在推动固态电池中试和量产工作计 划。 ...

关注公众号，点击公众号主页右上角" ··· "，设置星标 "⭐" ，关注 鑫椤储能 资讯~ 7月30日上午9时，在开工礼炮声中，国家级广元经济技术开发区党工委委员、管委会副主任邱权重宣布， 目前全国最大的用户侧锂电储能项目鹏辉能源＆四川中孚-107.12MW/428.48MWh绿色水电铝用户侧储 能项目开工。 项目预计今年11月30日竣工投运。 ——The End—— 本文来源： 四川经济网-市州 。 本公众号所发表内容注明来源的，版权归原出处所有（无法查证版权的或未 注明出处的均来源于网络搜集），如有侵权请及时联系删除。转载内容只以信息传播为目的，仅供参考，不代 表本号认同其观点和立场。内容的真实性、准确性和合法性由原作者负责。 鑫椤资讯成立于2010年，主要服务于炭素、锂电、电炉钢3大行业，是中国专业产业研究和顾问公司。鑫椤资 讯以研究为中心，提供数据库、产业前瞻预测、战略咨询和媒体宣传等服务。 奠基仪式上，广州鹏辉智慧能源技术有限公司总经理李凌表示，该项目是目前全国最大、电解铝行业首个 大型用户侧储能项目，是"绿色电站""效益电站"，更是"智慧电站"。项目建成后，将有效减少碳排放，降 低企业用电成本，同 ...

Investment Rating - The report maintains an "Outperform" rating for the electric equipment and new energy industry [1]. Core Insights - The sales of new energy vehicles (NEVs) in July were impressive, with the State Council's meeting emphasizing the need to regulate competition in the NEV industry, which is expected to benefit the sector's development. The introduction of new models in the second half of the year is anticipated to sustain high growth in domestic NEV sales, driving demand for batteries and materials [1][2]. - In the solid-state battery sector, Guoxuan High-Tech has officially initiated the design work for its first-generation solid-state battery production line, indicating a clear trend towards industrialization in this area. Attention should be paid to the progress of related materials and equipment companies [1][2]. - In the photovoltaic sector, the central economic work conference has called for a comprehensive rectification of "involutionary" competition, aiming to guide companies to enhance product quality and facilitate the orderly exit of outdated capacities. The Ministry of Industry and Information Technology has issued a notice regarding energy-saving supervision tasks for the polysilicon industry in 2025, maintaining a focus on energy consumption [1][2]. Summary by Sections Industry Overview - The electric equipment and new energy sector experienced a decline of 2.62% this week, with the wind power sector slightly increasing by 0.06%. The NEV index fell by 0.30%, while the lithium battery index saw a significant drop of 6.26% [2][10][13]. Key Industry Information - NEV deliveries in July included BYD with 344,300 units (up 1% year-on-year), Leap Motor with 50,100 units (up 127%), and Xpeng with 36,700 units (up 229%). However, Li Auto and NIO saw declines of 40% and 3%, respectively [2][27]. - The Ministry of Industry and Information Technology has issued a notice for energy-saving supervision in the polysilicon industry, and the China Electricity Council predicts an addition of 400 GW of new energy generation capacity by 2025 [2][27]. Company Developments - Contemporary Amperex Technology Co., Ltd. (CATL) reported a 33.33% year-on-year increase in net profit to CNY 30.485 billion for the first half of the year [30]. - Container Technology Co., Ltd. announced a stock issuance plan approved by the China Securities Regulatory Commission [30]. - The report highlights various companies' performance, including a significant loss reported by Rongbai Technology and a profit increase for Hongfa Technology [30]. Price Observations - The report notes that the prices of polysilicon and photovoltaic materials have shown fluctuations, with polysilicon prices stabilizing around CNY 49-55 per kg for dense materials and CNY 43-46 per kg for granular materials [15][19]. - The average price of silicon wafers has increased, with 183N wafers rising to CNY 1.20 per piece and 210N wafers reaching CNY 1.55 per piece [16][21]. Market Dynamics - The report emphasizes the importance of supply chain adjustments and the impact of international policies on pricing and demand in the photovoltaic sector, particularly in relation to the U.S. market [20][24].