重磅合作密集落地！上合10国的储能新机会

Core Viewpoint - The article highlights the significant shift in energy cooperation among Shanghai Cooperation Organization (SCO) member countries towards renewable energy, particularly solar and wind, and the resulting surge in demand for energy storage solutions [2][3]. Group 1: Energy Cooperation Initiatives - On September 1, China proposed to implement "10 million kilowatts of solar" and "10 million kilowatts of wind" projects with SCO member countries over the next five years [2]. - The establishment of the China-SCO Energy Cooperation Platform on September 2 marks a key transition from traditional fossil fuels to renewable energy within the SCO framework [3]. Group 2: Energy Storage Demand Across SCO Countries - Russia aims to achieve a storage capacity of 5GW by 2035 but faces significant domestic supply shortages, creating opportunities for Chinese storage companies [7]. - Belarus heavily relies on fossil fuels, leading to high demand for various storage solutions, including household and commercial storage systems [7]. - Iran is focusing on commercial storage systems to address its energy crisis, particularly through solar park developments [7]. - Central Asian countries are enhancing their renewable energy generation capabilities, with Kazakhstan expected to exceed 1GW of storage capacity in the next decade [7]. - Uzbekistan's household storage market is projected to grow at a compound annual growth rate of 89%, from $2 million in 2024 to $98 million by 2030 [7][10]. Group 3: Strategic Partnerships and Agreements - China is leveraging its advanced technologies in photovoltaic components and energy storage systems to deepen energy cooperation with SCO countries, resulting in over 70 commercial agreements worth more than $15 billion signed during the recent China-Kazakhstan Entrepreneurs' Council meeting [12]. - Chinese companies are actively entering the SCO member markets, with significant storage orders in India exceeding 12GWh this year [16]. Group 4: Specific Projects and Collaborations - Various Chinese companies are collaborating with SCO member states on energy projects, such as Huawei's smart microgrid project in Russia and multiple agreements in Kazakhstan for integrated solar and storage projects [17]. - In Uzbekistan, significant discussions have taken place regarding modernizing pump stations and constructing wind and solar power plants with storage systems [16].