超40亿！远景能源等3企披露重要合作

Core Viewpoint - The article highlights significant developments in the energy storage sector, focusing on major orders secured by Envision Energy, Tesla, and Guorui Qichuang, indicating a competitive landscape and growth potential in the energy storage market. Envision Energy - Envision Energy has signed its first independent battery storage project in France, a 120MW/240MWh agreement with Kallista Energy, marking its expansion into the European market [1][2] - The project is set to commence in June 2025 and will utilize lithium iron phosphate batteries provided by AESC, with Envision responsible for a 14-year service commitment [2] - Envision's global cumulative delivery of energy storage systems has reached 30GWh, with an order backlog exceeding 50GWh [3] Tesla - Tesla has signed a significant agreement for a 4 billion yuan energy storage project in Shanghai, which will utilize its Megapack storage systems [5][6] - The Megapack can store over 3,900 kWh of energy, equivalent to the battery capacity of 62 Model 3 vehicles, and is part of Tesla's strategy to expand its energy business in China [6] - In Q1 2024, Tesla's global energy storage product installations reached 31.4GWh, with a year-on-year increase of 156.6% in new installations [7] Guorui Qichuang - Guorui Qichuang has secured a 20MWh energy storage order in Shandong and has signed a strategic procurement contract exceeding 300MWh [8][10] - The core product for this project is the GR261L, which has a standard capacity of 261KWh and is designed for various outdoor installation scenarios, enhancing power supply reliability and quality [10] - By the end of 2024, Guorui Qichuang's commercial energy storage project orders are expected to exceed 300MWh, with significant market potential in Shandong [10]