今日行业动态｜广州市加快建设先进制造业强市规划（2024—2035年）加速培育新能源与新型储能等5个战略先导产业

Policy Planning - The investment主体 for the 2026-2027 independent energy storage station project in Inner Mongolia's Erlianghaote has been announced, consisting of a consortium including Guotian (Inner Mongolia) New Energy Technology Holding Group, Beiwang New Energy, and Inner Mongolia New Vision Group [1][16] - Guangzhou has released a plan to accelerate the construction of a strong advanced manufacturing city from 2024 to 2035, focusing on cultivating five strategic leading industries, including new energy and new energy storage [1][17] - Jiangxi Province is promoting energy-saving measures for data centers, supporting the use of new technologies such as liquid cooling and new energy storage [2][18] - Hefei's 14th Five-Year Plan emphasizes strengthening the energy storage industry and promoting new energy scenarios [2][19] Key Enterprises - Ampere Dragon plans to raise up to 544 million yuan through a private placement to enhance its supply chain for energy storage BMS core components [2][20] - Zhejiang Zhongze Precision Technology has received approval to list on the New Third Board, focusing on precision components for lithium batteries and energy storage [3][21] - EVE Energy has completed a capital increase of approximately 572 million yuan for its subsidiary EVE Asia to support its sustainable development [4][22] - Tianyong Intelligent Equipment expects a net profit of 10 to 15 million yuan for 2025, marking a turnaround from previous losses [4][23] - Trina Storage has signed a significant contract for a 100MW/400MWh independent energy storage project in Hebei, showcasing its competitive product Elementa King 2 [4][24] Material Dynamics - Dazhong Mining plans to invest approximately 3.688 billion yuan in a lithium mining and carbonate production project with an annual capacity of 2000 million tons and 80,000 tons respectively [5][25] - Guoxuan High-Tech has commenced a project for the annual production of 200,000 tons of positive electrode materials and 10,000 tons of negative electrode materials in Anhui [5][26] Project Progress - The Three Gorges Group's Xinjiang Jimsar all-vanadium flow battery energy storage station has achieved full-capacity operation, marking a significant breakthrough in large-capacity, long-duration energy storage technology [6][27] - Shangshu New Energy's 400MW/800MWh grid-side shared energy storage project is under active construction, with a total building area of 9,000 square meters [6][28] - The Starry New Energy's 250MW/1000MWh independent energy storage project has successfully completed commissioning and integration into the grid [6][31] Overseas News - Germany added 7.3 GWh of new energy storage capacity in 2025, setting a record, with home storage systems accounting for about 80% [6][36] - Saudi Arabia has cumulatively tendered 64 GW of renewable energy projects and 30 GWh of energy storage systems, with 8 GWh already connected to the grid [6][37]