共3GWh！2企又获GWh级储能订单

Core Viewpoint - The article discusses the opportunities in the energy storage industry amidst the ongoing reforms in the electricity market and the rise of digital intelligence, highlighting significant partnerships and strategic agreements in Europe [2][3]. Group 1: Strategic Partnerships and Agreements - 中汽新能 signed a strategic cooperation agreement with Belgium's AVESTA for a capacity of 2GWh, marking a significant step in expanding its international presence [4][7]. - 库博能源 established a strategic cooperation with Romania's VoltLink Energy, focusing on a 1GWh capacity, which aims to enhance their overseas business and leverage VoltLink's market experience [9][11]. Group 2: Market Growth and Projections - The European energy storage market is entering a critical phase, with cumulative installed capacity expected to exceed 100GW by the end of November, driven primarily by large-scale storage projects [3][12]. - The EU aims for a target of 500-780GWh of installed capacity by 2030, indicating a substantial growth potential in the sector [3][12]. Group 3: Economic Drivers and Challenges - The economic viability of energy storage has improved due to declining costs and increased revenue opportunities, with CAPEX for LFP storage systems expected to decrease by approximately 37% from 2022 to 2025 [16]. - Despite strong growth prospects, the European storage market faces challenges, including lengthy approval processes and market fragmentation, which could hinder achieving the 2030 targets [17][18].