近日，在2025国际数字能源展期间，欣旺达与港华智慧能源、深圳资本集团共同成立"深圳远致港欣储能基金（暂定名）"。 来源：欣旺达 每日｜荐读 论坛： 2025母基金年度论坛圆满举办：内地携手香港，共话科创时代中国力量 荐读： 重新发现香港：科创时代的新蓝图 榜单： 「2025投资机构软实力排行榜」正式发布 热文： 今天，LP、GP都往厦门飞 据悉，该基金由欣旺达与港华能源、深圳市新型储能产业基金（简称"深圳储能基金"）共同发起设立，由深圳市远致储能私募股权基金管理有限公司 为基金管理人及执行事务合伙人。基金规划募集资金规模为6亿元、本期募集首期资金3亿元，将主要投向工商业储能项目。这不仅是深圳储能基金 成立以来落地的首个工商业储能资产投资基金，也是国内规模较大的工商业储能专项基金。 从产业价值来看，深圳远致港欣储能基金的成立，将为新型储能产业链协同发展探索新路径。依托港华能源的资产运管优势、深圳资本集团在新型储 能产业的投资布局与欣旺达的产业能力，基金将通过"资产+运营+产业"闭环模式，推动能源科技企业从传统的"重资产运营商"向"综合性能源资产管 理与服务平台"转型，既可以解决工商业储能项目开发的资金痛点，又 ...

Group 1 - The Shenzhen Yuanzhi Gangxin Smart Energy Fund, a special fund for industrial and commercial energy storage, was officially established at the 2025 International Digital Energy Exhibition [1][2] - The fund aims to raise a total of 600 million yuan, with an initial fundraising target of 300 million yuan, primarily investing in industrial and commercial energy storage projects [2] - This fund is the first industrial and commercial energy storage asset investment fund established since the Shenzhen Storage Fund was launched, marking it as one of the larger specialized funds in the domestic market [2] Group 2 - The fund is initiated by Honghua Energy, Shenzhen New Energy Storage Industry Fund, and Xinwanda Electronics, with Shenzhen Yuanzhi Storage Private Equity Fund Management Co., Ltd. serving as the fund manager [2][3] - The establishment of the fund is expected to explore new pathways for the collaborative development of the new energy storage industry chain, leveraging the asset management advantages of Honghua Energy and the investment layout of Shenzhen Capital Group [2] - Honghua Energy will play a key role in the asset development, construction, operation, and lifecycle management of the fund's investment projects, further enhancing its position in the new energy storage sector [3]

Core Viewpoint - The establishment of the Shenzhen Yuanzhi Gangxin Energy Storage Fund aims to explore new pathways for the collaborative development of the new energy storage industry, with a planned fundraising scale of 600 million yuan, focusing on commercial energy storage projects [2][3]. Group 1: Fund Establishment and Structure - The Shenzhen Yuanzhi Gangxin Energy Storage Fund is a collaboration between XINWANDA, Honghua Smart Energy, and Shenzhen Capital Group, with an initial fundraising target of 300 million yuan [2]. - The fund is managed by Shenzhen Yuanzhi Energy Storage Private Equity Fund Management Co., Ltd., marking it as the first commercial energy storage asset investment fund established since the Shenzhen Energy Storage Fund's inception [2]. Group 2: Industry Impact and Strategic Goals - The fund aims to transform energy technology companies from traditional "heavy asset operators" to "comprehensive energy asset management and service platforms," addressing funding challenges in commercial energy storage project development [3]. - XINWANDA will leverage this fund to enhance technological innovation and deepen collaboration with industry chain enterprises, reinforcing its comprehensive advantages in new energy storage system integration, battery technology, and energy management services [3].

Core Viewpoint - The modern energy sector in China is experiencing significant growth, driven by policy support and technological advancements, with a focus on energy storage and renewable energy solutions [4]. Group 1: Market Performance - As of September 19, 2025, the China Securities National New State-Owned Enterprise Modern Energy Index decreased by 0.03%, with mixed performance among constituent stocks [3]. - China Coal Energy led the gains with an increase of 3.90%, while China Rare Earths saw a decline of 1.82% [3]. - The Central State-Owned Enterprise Modern Energy ETF (561790) rose by 0.18%, closing at 1.15 yuan, and has accumulated a 1.06% increase over the past two weeks [3]. Group 2: Industry Developments - The 2025 World Energy Storage Conference opened in Ningde, Fujian, showcasing significant advancements in the energy storage sector, including the release of the "China Long-term Energy Storage Industry Blue Book" and the signing of 18 project cooperation agreements with a total planned investment of 24.58 billion yuan [3]. - The industry is witnessing a robust development of a comprehensive new energy storage system, with expectations of doubling large-scale storage capacity in the next two and a half years due to favorable policies [4]. Group 3: ETF and Index Insights - The Central State-Owned Enterprise Modern Energy ETF has seen a significant growth in scale, increasing by 2.11 million yuan over the past year, ranking in the top third among comparable funds [4]. - The index tracks 50 listed companies involved in modern energy sectors, with the top ten weighted stocks accounting for 48.28% of the index [4].

Core Insights - The "China New Energy Storage Development Report (2025)" highlights significant growth in China's new energy storage industry, with installed capacity reaching 73.76 million kilowatts by the end of 2024, a 130% increase compared to the end of the 13th Five-Year Plan, accounting for over 40% of global installed capacity [1][2] Policy Developments - A comprehensive policy framework has been established to support new energy storage, including multiple documents such as "Notice on Promoting New Energy Storage Grid Connection and Dispatch" and "Guiding Opinions on Supporting Innovation and Development of New Operating Entities in the Power Sector" [1] - Provincial policies have been tailored to local conditions, with initiatives in Shandong, Guangdong, Jiangsu, and Tibet focusing on capacity compensation mechanisms and independent storage revenue models [1] Application and Utilization - The application of new energy storage has shown significant improvement, with several provinces achieving over 1,000 equivalent utilization hours annually, enhancing the integration of renewable energy [2] - During peak summer periods, new energy storage has played a crucial role in ensuring power supply during high-demand times [2] Standardization and Technology - The standardization of energy storage has advanced, with over 20 electrochemical storage standards implemented in 2024, covering various operational aspects [2] - Lithium-ion batteries dominate the market, accounting for 96.4% of installed capacity, while other technologies like compressed air and flow batteries represent 1% each [2] Cost Trends - The cost of new energy storage has been decreasing, with lithium-ion battery EPC contract prices dropping by approximately 25% and system prices by about 44% compared to 2023 [3] - The price of all-vanadium flow systems has also decreased by 20% [3] Future Development - The National Energy Administration plans to enhance top-level design and coordinate technological innovation and sustainable development in the new energy storage sector [4] - Future initiatives include developing a "15th Five-Year" implementation plan, improving market incentive mechanisms, and focusing on core technology advancements in large-capacity lithium batteries and high-performance flow batteries [4]

Core Viewpoint - The commencement of the 1 million kW/6 million kWh energy storage project in Ulanqab City, Inner Mongolia, marks a significant advancement in China's new energy storage industry, being one of the largest power-side electrochemical energy storage projects globally [1][4]. Group 1: Project Overview - The project is a collaboration between China Power Construction Corporation's Water Resources and Hydropower No. 16 Engineering Bureau and Fujian Yongfu Electric Power Design Co., Ltd., covering design, procurement, construction, and operation and maintenance services [1]. - It involves the construction of a 1000MW/6000MWh electrochemical shared energy storage power station, occupying approximately 700 acres, featuring 1200 units of 5.016MWh lithium iron phosphate battery cabins and 4 units of 250MVA dual-split 220kV main transformers [1]. - The project utilizes advanced lithium iron phosphate storage technology, integrating a conversion and boosting system along with an energy management system, enabling participation in grid frequency modulation, peak shaving, electricity market trading, and capacity compensation [1]. Group 2: Impact and Significance - Upon completion, the project will achieve an annual peak shaving capacity of 2.16 billion kWh, equivalent to the carbon sequestration of 120 million square meters of forest, effectively alleviating the pressure of wind and solar energy curtailment in Ulanqab [4]. - It will enhance the flexibility of the Inner Mongolia power grid, supporting the region's goal of exceeding 50% renewable energy installed capacity by 2025, thereby strengthening the safe and stable operation of the North China power grid [4]. - The large-scale application of advanced electrochemical storage technology in this project serves as a significant demonstration of the "Inner Mongolia solution" for constructing a new power system dominated by renewable energy, having profound implications for the technological upgrade and large-scale development of the national energy storage industry [4].

Group 1 - The core viewpoint of the articles highlights the launch of the lithium-ion battery container products by Guangdong Ruqing Times New Energy Technology Co., Ltd., marking the establishment of Guangdong's first comprehensive new energy storage industry base that integrates the entire production chain from cell manufacturing to system integration [2][3] - Ruqing Times is a wholly-owned subsidiary of Contemporary Amperex Technology Co., Ltd. (CATL), which has been the global leader in power battery usage for eight consecutive years and in energy storage battery shipments for four consecutive years [2] - The second phase of Ruqing Times' project commenced in December 2023, with rapid construction progress, including an 80,000 square meter workshop for cell production and a 15,000 square meter workshop for energy storage container production [2] Group 2 - The storage industry is advancing towards higher efficiency and integration, with Guangdong's government actively supporting the sector through various policy documents [3] - The "Guiding Opinions on Promoting the High-Quality Development of the New Energy Storage Industry in Guangdong Province" aims for the province's new energy storage industry to achieve a revenue of 1 trillion yuan and an installed capacity of 4 million kilowatts by 2027 [3] - The launch of Ruqing Times' products is a significant step towards building a green energy base in the Guangdong-Hong Kong-Macao Greater Bay Area and establishing a world-class energy storage battery production and application cluster [3]

Core Viewpoint - The investment promotion conference for vanadium-titanium steel new materials in Panzhihua, Sichuan, highlighted the signing of an investment agreement for a short-process vanadium electrolyte production project, with a total investment of 1 billion yuan and an expected annual output value of approximately 3 billion yuan upon completion [2]. Group 1 - The short-process vanadium electrolyte production project is located in the vanadium-titanium industrial development zone and aims to produce 80,000 m³ of electrolyte annually [2]. - The project focuses on vanadium flow batteries and leverages Panzhihua's abundant vanadium resources, facilitating the transition from traditional vanadium processing to a high-value-added energy storage industry [2]. - This initiative aims to fill the technological gap in vanadium electrolyte preparation and energy storage system integration in Southwest China, positioning the region at the forefront of the new energy storage industry [2].

Group 1 - Inner Mongolia is accelerating the construction of a new energy storage industry hub, leveraging its unique wind resources and industrial advantages [1] - A recent seminar outlined four key initiatives for the energy storage industry: attracting leading enterprises, enhancing the supply chain, strengthening talent development, and promoting technological innovation [1] - The region has established a comprehensive energy storage industry chain, with major companies like Ganfeng Lithium, BYD, and others setting up operations in Inner Mongolia [1] Group 2 - Inner Mongolia's energy storage industry chain has sufficient capacity to support an installed demand of 28.5 million kilowatt-hours [1] - By the end of 2024, the production capacity of anode and cathode materials in Inner Mongolia is expected to reach 1.02 million tons and 1.49 million tons, respectively [1] - The region aims to optimize its industrial cluster by focusing on technological innovation, improving the industrial ecosystem, and enhancing regional collaboration [2]

Core Viewpoint - The article highlights the significant developments in the lithium battery and energy storage industry in Jiangmen, Guangdong, particularly focusing on the construction of the Jiahang New Energy Industrial Park and other related projects aimed at enhancing production capacity and attracting investment in the sector [1][2][3]. Group 1: Project Developments - The Jiahang New Energy Industrial Park project has officially commenced construction, with a planned annual production capacity of 35 GWh for power and energy storage batteries upon completion [1]. - The project covers a total area of 630.78 acres and includes various facilities such as electrode workshops, battery cell workshops, and storage areas [1]. - The Jiangmen area is designated as a key development zone for the lithium battery industry, with plans to exceed 50 billion yuan in output value for the new energy storage industry by 2027 [1][2]. Group 2: Additional Projects - The Zhongchuang Innovation Power Battery and Energy Storage System project in Jiangmen is set to begin trial production of its first phase (5 GWh) in Q4 2023, with total capacity expected to reach 50 GWh by 2026 [2]. - The Shoutong New Energy digital solid-state battery project has a total investment of 2 billion yuan, focusing on solid-state lithium iron phosphate battery production with a planned annual output of 310 million units [2]. - The Tianqi project in Jiangmen aims to produce 200,000 tons of lithium battery electrolyte and recycle 20,000 tons of lithium-ion batteries, with a total investment of 1.2 billion yuan [3]. Group 3: Material and Recycling Initiatives - The Zhejiang Chuangfu New Materials project, with an investment of 1 billion yuan, focuses on producing high-end new materials for the energy storage industry [2]. - The Dishingli New Materials project plans to invest 400 million yuan in a comprehensive lithium-ion battery recycling facility, capable of processing 40,000 tons of retired lithium batteries annually [3][4]. - Additional companies like Jiecheng and Hengchuang Ruineng have also established operations in Jiangmen, enhancing the region's capabilities in battery recycling and reuse [4].