文 | 中关村储能产业技术联盟 澳大利亚政府公布了第四轮容量投资计划（CIS）招标结果，共授予11.4GWh太阳能+储能项目合同。 本轮招标共有20个项目成功中标，获得了6.6GW可再生能源发电容量的长期合同。 澳大利亚气候变化与能源部长 Chris Bowen 于10月9日确认了招标结果。 20个中标项目涵盖太阳能、风能及电池储能技术 ，其中太 阳能+电池混合开发项目在入选项目中表现突出。 此次分配的6.6GW容量标志着通过CIS计划支持的可再生能源基础设施规模进一步扩大。此前多轮招标已确立该机制作为澳大利亚清洁 能源转型政策的基石。 本轮CIS招标最初计划在覆盖该国东部及南部各州地区的国家电力市场（NEM）中采购6GW可再生能源发电容量。 Chris Bowen证实 本轮招标共收到84份投标书 ，总容量达25.6GW，是6GW目标容量的四倍多。 最新招标结果规模反映出开发商对该计划收入保障模式的信心日益增强，也体现了招标过程实现的竞争力价格。 电池储能技术在中标项目组合中占据重要比重， 太阳能+储能混合项目在评标过程中展现出强劲竞争力。 中标项目组合中的电池储能系统将在间歇性可再生能源发电期间提供关键的电 ...

欧盟统计局数据显示，爱尔兰的物价在欧盟排名第三，比欧盟27国的平均水平高出近30%。 高昂的价格引发了诸多问题，它推高了建筑成本，导致房价和租金居高不下，它还推高了经营成 本，导致酒店业破产潮，政府正试图通过降低增值税税率来缓解这一局面，预计在下周公布的预算案将 出台相关举措。尽管整体通胀率已降至2%，但食品杂货通胀却仍高达5%，这是家庭预算面临的主要压 力。 爱尔兰高成本经济有多个原因，但高能源成本是主要原因。由于爱尔兰能源需求主要依赖进口，容 易受到国际能源市场波动的影响。 （原标题：爱尔兰的高成本及向可再生能源转型缓慢是经济面临的最大挑战） 《爱尔兰时报》9月28日报道，爱尔兰日益丧失的价格竞争力或许是经济面临的最大挑战。 爱尔兰天然气网络公司的最新能源结构数据显示，由于Moneypoint燃煤发电厂于六月关闭，煤炭已 于八月彻底退出爱尔兰能源供应。在能源结构中剔除煤炭后，天然气在保障能源供应安全方面正发挥着 更大作用。8月份天然气发电量占爱尔兰总发电量的45%，比2024年8月的36%增加了9个百分点。 ...

Core Viewpoint - The company plans to invest 1.421 billion yuan in the integrated energy project, which includes 160MW wind power, 100MW solar power, and a 130MW/260MWh energy storage system, with a construction period of 2 years [1][2] Investment Details - Total investment for the project is 1.421 billion yuan, funded through self-owned and self-raised funds [1] - The project is expected to have an investment payback period of 12.06 years and a financial internal rate of return (IRR) of 7.47% after tax [1] - The estimated annual net profit after the project is operational is approximately 50.35 million yuan [1] Project Feasibility and Management - The project has received necessary approvals and is in the process of securing land [2] - The company has established a mature renewable energy development team and a management system suitable for integrated energy projects [2] - A comprehensive energy regulation platform has been designed based on the project's electricity load characteristics [2] Energy Supply and Consumption - The project will supply approximately 424 million kWh of green electricity annually to the company's subsidiaries, with renewable energy accounting for about 63% of total electricity consumption [3] - The project aims to transition the company's energy consumption from traditional to renewable sources, optimizing the energy structure [3] Environmental Benefits - The project is expected to save approximately 165,000 tons of standard coal annually and reduce emissions of CO2 by 450,000 tons, SO2 by 46.1 tons, NOx by 75.1 tons, and dust by 8.2 tons compared to coal-fired power plants [4]

文 | 天合储能 天合 储 能近日宣布与日本 汤 浅商社株式会正式签署大型储能 业务战 略合作协议（ MOU ）。根据 协议 ， 双方将从 2025 年起，向日本市 场 供 应总计 500MWh 的大型 储 能系 统 ，可满足数万户家庭一整晚的用电需求。 这 一合作将 显 著加快天合 储 能在日本的市 场 布局与 业务 拓展 进 程。 作 为 全球 领 先的 储 能解决方案提供商，天合 储 能始 终 致力于推 动 全球脱碳化与 绿 色能源 转 型。本次与 汤浅商社的 战 略合作，将 为 日本提供 稳 定、高效的 储 能系 统 ，促 进 可再生能源的高效利用，并 为实现 碳中和目 标贡 献力量。天合 储 能将 继续 秉 持" 用太阳 能造福全人类"的使命，与合作伙伴携手共建可持续发展的未来。 ESIE 2026 储能产业发展的风向标 预定展位详情咨询： 曹先生 1 3552 71 21 89 王先生 1 3581 88 55 20 李先生 1 3581 74 16 80 近年来，日本在可再生能源引入、脱碳社会建 设 以及能源安全保障方面持 续 加 码 。随着太阳能、 风 能等可再生能源比例不断提升， 电 网 平 ...

Group 1 - The core message emphasizes the importance of China's contributions to the victory in World War II, which should be recognized globally [1][18][38] - The UN Secretary-General Antonio Guterres highlighted the significance of the Shanghai Cooperation Organization (SCO) in promoting peace and development, marking its largest summit in 24 years with over 20 foreign leaders and 10 international organization heads attending [4][38] - Guterres expressed that the current geopolitical landscape necessitates a multipolar world where all cultures and civilizations can cooperate, with the SCO playing a crucial role in this transition [9][38] Group 2 - Guterres acknowledged China's active role in various UN core areas, including peace and security, sustainable development, and human rights, emphasizing China's importance in multilateralism [15][24] - The global governance initiatives proposed by China, including the Global Development Initiative and Global Security Initiative, were welcomed by Guterres as they align with the UN's objectives [22][26][24] - Guterres called for a renewed focus on international cooperation and the need for a new global security perspective to address rising conflicts and inequalities [26][24] Group 3 - The historical context of World War II was discussed, with Guterres stressing the need for a comprehensive understanding of China's sacrifices and contributions during the war, which began with Japan's invasion in 1931 [18][38] - Guterres reiterated the importance of remembering the sacrifices made by the Chinese people in the fight against fascism, which played a decisive role in the Allied victory [18][38] - The 80th anniversary of both the victory in World War II and the founding of the United Nations serves as a reminder of the need for continued international collaboration [24][38]

Group 1 - The core viewpoint of the articles emphasizes China's commitment to global governance initiatives, particularly in energy cooperation, aiming to build a fair and sustainable global energy governance system [1][9][11] - China has announced the establishment of three cooperation platforms focusing on energy, green industries, and digital economy within the Shanghai Cooperation Organization (SCO), aiming to enhance energy cooperation scale and quality [2][4] - By the end of 2024, China's renewable energy installed capacity is projected to reach 1.889 billion kilowatts, accounting for 56.4% of its total power generation capacity and approximately 41% of the global total [2][3] Group 2 - Since taking over the SCO presidency in July 2024, Chinese enterprises have signed over 160 projects in electricity and renewable energy sectors across SCO countries, with significant investments in oil, gas, and coal projects [3][4] - The implementation of the "10 million kilowatts of solar" and "10 million kilowatts of wind" projects is expected to meet the growing demand for renewable energy in SCO member states, enhancing energy security and cooperation [4][5] - China has actively engaged in energy projects with over 100 countries, focusing on green energy cooperation, which has become a priority in its international energy strategy [8][9]

来源：ESIE储能国际峰会暨展览会 近日，星星充电宣布，与印度光伏EPC及可再生能源解决方案供应商Prozeal Green Energy公司达成战略合作，成功签订近1GWh的储能订单，这也 标志着星星充电正式进军印度储能市场，助力当地能源结构转型。 印度作为全球增长最快的储能市场之一，在可再生能源并网、电网稳定性以及电力供需平衡等方面正在面临重要挑战。为实现2030年非化石能源 发电占比提升至50%的目标，印度对大规模、高效率储能解决方案的需求日益迫切。在此背景下，星星充电与Prozeal Green Energy的合作将为印 度能源结构转型提供关键技术支持，推动其清洁能源战略落地。 未来，星星充电将向Prozeal Green Energy提供其核心储能产品——5MWh集中式储能系统，以支持旗下多个可再生能源和电池连接项目。 该储能系统具备"高密度、高安全、高收益"三大核心优势，采用高安全标准314Ah磷酸铁锂电池和智能温控技术，能够充分适应印度高温、高 湿、高海拔等复杂气候条件。 其模块化设计支持灵活扩容，循环寿命超8000次，直流侧系统效率高达94%，可显著降低全生命周期运营成本，提升项目经济性。 据 ...

Core Viewpoint - The global energy landscape is undergoing significant changes, driven by advancements in artificial intelligence and a shift towards renewable energy, creating new market opportunities for competitive bearing companies like Chongde Technology [1] Group 1: Financial Performance - Chongde Technology reported a revenue of 283 million yuan, an increase of 8.59% year-on-year, and a net profit attributable to shareholders of 66.28 million yuan, up 5.15% year-on-year [1] - The company plans to distribute a cash dividend of 2.00 yuan per 10 shares, totaling 17.31 million yuan [1] Group 2: Technological Advancements - The company achieved multiple breakthroughs in technology research and development, including successful applications of high-performance bearings in the petrochemical sector and continuous iterations of wind power sliding bearings [2] - New product lines such as water-lubricated bearings and air-floating bearings are accelerating in research and industrialization, gaining initial customer recognition [2] - Chongde Technology has redesigned its production system and implemented a new workshop and intelligent team model, significantly enhancing production efficiency and shortening delivery cycles [2] Group 3: International Market Expansion - Chongde Technology's international revenue grew by 14.58% year-on-year, with an overseas business gross margin of 50.04% [3] - The company successfully won multiple international client projects and signed a strategic acquisition agreement with Germany's Levicron, enhancing its global brand influence and technical collaboration [3] - The business model has shifted from backend empowerment to proactive market engagement, providing comprehensive solutions to clients and marking a significant advancement in marketization [3] Group 4: Strategic Direction - The domestic bearing industry is experiencing accelerated restructuring, with a shift from price competition to high-value creation, increasing customer demands for product reliability and advanced technology [4] - Chongde Technology aims to leverage its technological barriers and brand effects to expand market share, guided by its "one core, two wings" strategy [4] - The company plans to strengthen its core competitiveness in industrial bearings and international client development while seizing opportunities in global energy transition and equipment upgrades for high-quality growth [4]

Core Viewpoint - Gresham House Energy Storage Fund (GRID) has successfully secured $305 million (approximately £240 million) in refinancing to expand its 1GW battery storage portfolio across the UK, optimizing its capital structure and injecting new vitality into the UK's energy transition [3][8]. Group 1: Financing Details - The refinancing was led by NORD/LB in collaboration with Santander, Commonwealth Bank of Australia (CBA), Rabobank, and Aviva [4]. - This refinancing will replace existing debt, providing more favorable financing conditions, reducing costs, and extending debt maturities to lay the groundwork for future expansion [4]. - CBA contributed its experience from large-scale battery projects in Australia [4]. Group 2: Market Position and Strategy - GRID currently operates 28 storage projects, accounting for approximately 20% of the UK's total storage assets, making it one of the largest players in the market [5]. - The new financing will enhance existing battery capacity and increase grid flexibility, while also helping to develop additional revenue streams such as frequency regulation, capacity services, and market arbitrage [5]. Group 3: Revenue Protection and Future Outlook - To hedge against electricity market volatility, GRID has recently signed long-term hedging agreements with Statkraft Markets and Markel Bermuda, covering half of its portfolio revenue [6]. - Future optimization through balancing mechanisms is expected to generate approximately $53 million (£42 million) in revenue [6]. Group 4: Industry Significance - The refinancing case of GRID highlights the increasing recognition of storage assets in the capital markets and the effectiveness of long-term hedging mechanisms in reducing risks and enhancing financing capabilities [7]. - The UK Battery Energy Storage System (BESS) market is anticipated to accelerate further, attracting more international capital and developers [7]. - The projects are expected to play a crucial role in accelerating the UK's renewable energy transition, providing greater flexibility and stability to the national grid [7].

Core Insights - The global energy landscape is rapidly transitioning to renewable energy, with energy storage systems becoming crucial for balancing grid loads and addressing the challenges posed by intermittent renewable energy sources like solar and wind [1][3] - The integration of AI in energy storage systems enhances operational efficiency and responsiveness by enabling real-time data analysis, demand forecasting, and economic optimization of charging and discharging cycles [1][3] Company Overview - Guoxia Technology is a significant player in China's energy storage industry, leveraging an "AI + Energy Storage" strategy to reshape the sector and pursue an IPO on the Hong Kong Stock Exchange [3][5] - The company has developed a comprehensive technology ecosystem for energy storage, focusing on intelligent scheduling, energy optimization, and lifecycle management of batteries [3][5] Technological Advancements - Guoxia Technology has made notable breakthroughs in key technologies related to energy management optimization, battery lifecycle management, and system-level safety architecture [3][5] - The launch of the HANCHU iESS Smart AI Energy Storage Platform 3.0 in 2024 aims to create integrated multi-energy scenarios, while the Safe ESS cloud platform enhances operational efficiency across various applications [3][5] Market Position and Growth - The company is actively involved in the construction of large-scale energy storage stations in China and is expanding its operations globally under a dual-brand strategy [5] - Guoxia Technology's revenue surged from 142 million yuan in 2022 to 1.026 billion yuan in 2024, with a net profit growth of 74.5% year-on-year, and significant revenue growth in the African market [5] Future Plans - The upcoming IPO will fund technology research and development, capacity expansion, and international market growth, aiming to enhance the predictive capabilities and operational safety of energy storage systems [5]