超40亿！远景能源等3企披露重要合作

Core Insights - Recent significant energy storage orders were announced by Envision Energy, Tesla, and Guorui Xiechuang, indicating a competitive landscape in the energy storage market, particularly in Europe and China [1][7][12] Envision Energy - Envision Energy secured its first independent battery storage project in France, a 120MW/240MWh lithium iron phosphate battery storage system, in collaboration with Kallista Energy and AESC [1][2] - The project is set to commence in June 2025 and aims to provide critical frequency regulation services to the French grid, with a 14-year service commitment from Envision Energy [2] - Envision's global cumulative energy storage delivery has reached 30GWh, with an order backlog exceeding 50GWh, reflecting strong market demand [4] Tesla - Tesla signed a significant agreement for a 4 billion yuan energy storage project in Shanghai, marking its first grid-side energy storage project in China [7][9] - The project will utilize Tesla's Megapack, which can store over 3,900 kWh of energy, equivalent to the battery capacity of 62 Model 3 vehicles [9] - Tesla's energy storage business is rapidly growing, with a global installed capacity of 31.4GWh expected in 2024, and a remarkable 156.6% year-on-year increase in new installations in Q1 2025 [10] Guorui Xiechuang - Guorui Xiechuang signed a 20MWh energy storage equipment procurement contract in Shandong and a strategic procurement contract exceeding 300MWh [12][14] - The project will utilize Guorui's GR series storage products, which are designed for efficient operation and adaptability to various outdoor installation scenarios [14] - By the end of 2024, Guorui's commercial energy storage project orders are projected to exceed 300MWh, with significant market potential in Shandong's distribution network [15]