2.2GWh！宁德时代又签储能大单

Core Viewpoint - CATL has secured a significant contract for a 2.2GWh energy storage system with Vanda RE, marking a strategic move in the Southeast Asian renewable energy market [2][3]. Group 1: Contract Details - CATL signed a framework supply agreement with Vanda RE for a 2.2GWh battery energy storage system, which will account for approximately half of the total 4.4GWh storage capacity in the Vanda Solar & Battery Project [3]. - The project includes a 2GW solar power plant and is set to become one of the largest integrated solar-storage projects in Southeast Asia, located in the Riau Archipelago of Indonesia [5]. - The project has received conditional approval from Singapore's Energy Market Authority and is part of the key "green economic corridor" between Indonesia and Singapore, with completion expected by 2027 [5]. Group 2: Local Production and Investment - CATL, along with Trina Solar and LONGi Green Energy, has established factories in Indonesia to meet local production requirements for the project [6]. - CATL's subsidiary, CBL, has recently commenced construction on a lithium-ion battery factory in Indonesia, with a total investment of nearly $6 billion and an initial annual production capacity planned at 6.9GWh, expandable to 15GWh [6]. - The factory aims to support the production of batteries for 200,000 to 300,000 electric vehicles and will further expand into the energy storage sector, potentially reaching a total capacity of 40GWh [6]. Group 3: Market Context and Future Prospects - Since 2025, CATL has publicly announced energy storage-related orders totaling 47.6GWh, indicating a strong market presence [7]. - Indonesia's PLN has set a target to add 69.5GW of new energy generation capacity by 2034, including 10.3GW of energy storage, highlighting the growing demand for energy storage solutions in the region [10]. - Other companies, such as Yongfu Co., have also signed contracts for energy storage projects in Indonesia, indicating a competitive landscape in the renewable energy sector [10][11].