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阳光电源“全网况风光储构网系统的关键技术及应用”通过专家组鉴定
Xin Hua Cai Jing· 2025-09-28 12:24
9月24日,由中国电机工程学会组织,来自中国电机工程学会、国家电网、南方电网、电规总院的15名权威专家组成鉴定委员会,鉴定一致通过了阳光电 源"全网况风光储构网系统的关键技术及应用",达到国际先进水平。 随着新型电力电子的不断接入,电网的稳定运行正面临越来越严峻的挑战。如果没有外部因素支撑,电压、频率失稳等网况故障造成的电网解列、崩溃,将 成为常态。因此在电力领域,构网技术作为一种新型电力系统支撑性技术,如同"定海神针"一般,正发挥着越来越重要的作用。 阳光电源此次通过鉴定的构网技术,聚焦当前行业存在的技术壁垒,进行了针对性攻关研究,形成"算法为核心、安全与能量管理为支撑、风光储应用为载 体"的构网系统,有效提升了电网的安全性与运行效率。由中国科学院、中国工程院院士等多名专家组成的鉴定委员会认为,阳光电源的研究成果攻克了多 项控制难题,并实现了规模化应用,达到国际先进水平。据介绍,阳光电源的构网技术首次实现了风光储全景构网、系统级构网等10多项行业首创,在系统 耐受值、安全性等15项构网关键性能方面优势明显。 阳光电源构网技术鉴定会现场 阳光电源位于阿坝州的四川省首个构网型储能示范项目 据悉,阳光电源在构网领 ...
风光储全景!系统级构网启幕
中关村储能产业技术联盟· 2025-09-26 06:15
文 | 阳光电源 9月2 4日,由中国电机工程学会组织,来自中国电机工程学会、国家电网、南方电网、电 规总院的15名权威专家组成鉴定委员会,鉴定一致通过了 阳光电源"全网况风光储构网系 统的关键技术及应用",达到国际领先水平。 作为深耕构网领域20年,拥有超8 7 0GW全球最多并网实战经验的阳光电源来说,攻克这 些构网技术关键难题并不令人意外。 该企业拥有全球电力电子设备及系统供应商中的全球最大规模仿真实测平台,以及全球最 多国家和电网准入许可。 这些国家的场景资源、并网规则和准入标准都不同,阳光电源 需要针对不同国家、地区差异化的电网场景,因网制宜地科学设计,"好比将江湖上不同 门派的武学精髓都学了一遍。"阳光电源副董事长顾亦磊在鉴定会现场提到。 事实上,阳光电源的构网技术已经在多个国家和地区展现了其"功力"。在沙特NEOM,采 用阳光电源系统的全球最大风光储氢多能互补构网型项目已经并网成功;在英国门迪,阳 光电源多个百兆瓦级电网侧储能系统秒级响应,瞬间输出占当时英国电网储能调频响应总 功率1 0%的瞬时功率,助力跌落至4 9 . 3Hz的电网频率5分钟内恢复正常,避免了大范围停 电事故;澳洲帕马斯顿,首 ...
构网新突破,阳光电源风光储新动作
行家说储能· 2025-09-25 11:37
9月2 4 日,由中国电机工程学会组织,来自中国电机工程学会、国家电网、南方电网、电规总院的 15名权威专家组成鉴定委员会,鉴定一致通过了阳光电 源"全网况风光储构网系统的关键技术及应用",达到国际领先水平。 为解决单一控制模式的并网变流器难以满足复杂网况要求、宽域扰动下构网算法适应能力差等技术瓶颈,攻克构网型宽域故障适应与多源协同控制难题, 阳 光电源围绕 "构网算法、风光储系统方案、安全设计和能量管理"开展技术攻关,形成"以算法为核心、安全与能量管理为支撑、风光储应用为载体"的构网系 统,实现"极端电网适应 -多能协同优化-设备安全性跃升-智能化水平进阶"四位一体突破 。 此次申报的全网况宽域扰动构网控制技术、风光储变流器调控 及多能耦合技术、风光储构网装置的主动安全设计以及基于 AI 的能量管理系统 四项技术获得了鉴定委员会一致通过。 攻克难题,国际领先,重新定义了构网技术边界! 可靠性、稳定性、安全性是构网技术未来发展的风向。阳光电源首创多维自同步稳源 构网 ,可实现 SCR1.0-100强 弱网平滑切换、 ±90°对称/非对称相角 跳变全面支撑、0.1Hz~2.4kHz全频段振荡抑制、多次极端连续故 ...
风光储全景!系统级构网启幕
中国能源报· 2025-09-25 10:44
攻克难题,国际领先,重新定义了构网技术边界! 9月24日,由中国电机工程学会组织,来自中国电机工程学会、国家电网、南方电网、电规总院的15名权威专家组成鉴定委员会,鉴定 一致通过了阳光电源"全网况风光储构网系统的关键技术及应用",达到国际领先水平。 作为深耕构网领域2 0年,拥有超870GW全球最多并网实战经验的阳光电源来说,攻克这些构网技术关键难题并不令人意外。 该企业拥有全球电力电子设备及系统供应商中的全球最大规模仿真实测平台,以及全球最多国家和电网准入许可。这些国家的场景资 源、并网规则和准入标准都不同,阳光电源需要针对不同国家、地区差异化的电网场景,因网制宜地科学设计,"好比将江湖上不同门 派的武学精髓都学了一遍。"阳光电源副董事长顾亦磊在鉴定会现场提到。 事实上,阳光电源的构网技术已经在多个国家和地区展现了其"功力"。在沙特NEOM,采用阳光电源系统的全球最大风光储氢多能互补 构网型项目已经并网成功;在英国门迪,阳光电源多个百兆瓦级电网侧储能系统秒级响应,瞬间输出占当时英国电网储能调频响应总功 率10%的瞬时功率,助力跌落至49.3Hz的电网频率5分钟内恢复正常,避免了大范围停电事故;澳洲帕马斯顿, ...
特高压“心脏”中的中国电力出海密码|活力中国调研行
2 1 Shi Ji Jing Ji Bao Dao· 2025-09-18 06:39
Core Viewpoint - The development of UHVDC (Ultra High Voltage Direct Current) technology is becoming a significant aspect of China's international presence, with companies like Borui Electric leading the way in overseas projects [1][2]. Group 1: UHVDC Technology and Projects - UHVDC technology is crucial for large-capacity, long-distance power transmission and interconnection of power grids, widely applied in major domestic and international projects [2]. - China has completed 23 UHVDC projects domestically, with Borui Electric supplying core equipment for 19 of them, including the world's highest voltage level project, Changji-Guquan ±1100kV UHVDC project [3]. - Borui Electric has established a strong reputation internationally, attracting many countries to choose Chinese manufacturers for UHVDC projects, as seen in the Brazil Belo Monte Phase II ±800kV UHVDC project [3][4]. Group 2: International Expansion and Innovations - Many countries are opting for Chinese manufacturers for the renovation of existing UHVDC projects, such as Borui Electric's first overseas UHVDC converter valve renovation project at Brazil's Itaipu Hydropower Station [4]. - Borui Electric and other companies from Changzhou are promoting "Changzhou manufacturing" globally, further solidifying Changzhou's position in the UHV transmission and transformation equipment manufacturing sector [4]. Group 3: Flexible DC Technology - The increasing share of renewable energy in the power grid poses challenges for stability, leading to the emergence of flexible DC transmission technology [5]. - By 2025, it is projected that wind and solar power installations in China will reach approximately 1.65 billion kilowatts, accounting for 46% of total power installations, necessitating UHVDC for long-distance transmission [5]. - The world's first UHV flexible DC project, Gansu to Zhejiang ±800kV, began construction in July 2024, with Borui Electric participating in the world's largest flexible DC back-to-back project in Dongguan [6]. Group 4: Future Developments and Innovations - Borui Electric is accelerating the development of grid-forming energy storage systems, intelligent pumped storage, and flexible low-frequency transmission technologies to support the new power system [6]. - The company has successfully developed grid-forming energy storage and other technologies, which are essential for the rapid development of new power systems [6].
特高压“心脏”中的中国电力出海密码
2 1 Shi Ji Jing Ji Bao Dao· 2025-09-18 06:35
Core Viewpoint - The development of ultra-high voltage direct current (UHVDC) transmission technology is becoming a significant aspect of China's international presence, with companies like Borui Electric leading the way in overseas projects [1][2]. Group 1: Company Overview - Borui Electric is a key player in China's UHVDC technology, providing core equipment for 19 out of 23 completed UHVDC projects in the country [3]. - The company has supplied the highest voltage level UHVDC converter valves for the Changji-Guquan ±1100kV project, which is considered the "heart" of the UHVDC system [3]. - Borui Electric is also involved in the first overseas UHVDC converter valve renovation project at the Itaipu Hydropower Station in Brazil, showcasing its innovative solutions [4]. Group 2: Industry Trends - The UHVDC technology is crucial for large-capacity, long-distance power transmission and is widely applied in major engineering projects both domestically and internationally [2]. - As of 2025, it is projected that wind and solar power will account for approximately 46% of China's total installed power capacity, necessitating the use of UHVDC for long-distance transmission [4]. - The flexible direct current (VSC) technology is emerging as a solution to integrate renewable energy sources into the grid, with Borui Electric participating in significant projects like the world's largest flexible DC back-to-back project in the Guangdong-Hong Kong-Macao Greater Bay Area [5]. Group 3: Future Developments - The application of UHVDC technology is accelerating, with the first UHV flexible direct current project starting construction in July 2024 [5]. - Borui Electric is advancing the development of grid-forming energy storage systems and other innovative technologies to support the new power system [7].
阳光电源启动港股上市!2025H1储能收入178.03亿,同比增长127.78%,毛利率39.92%
中关村储能产业技术联盟· 2025-08-25 21:30
Core Viewpoint - The company, Sunshine Power, reported significant growth in its financial performance for the first half of 2025, with a focus on expanding its global presence through the issuance of H-shares for listing on the Hong Kong Stock Exchange [2][7]. Financial Performance - The company's total revenue reached 43.533 billion yuan, representing a year-on-year increase of 40.34% [2]. - The net profit attributable to shareholders was 7.735 billion yuan, up 55.97% year-on-year [2]. - The non-recurring net profit was 7.495 billion yuan, reflecting a growth of 53.52% compared to the previous year [2]. Revenue Breakdown by Sector - The energy storage sector generated revenue of 17.803 billion yuan, showing a remarkable year-on-year growth of 127.78% with a gross margin of 39.92% [3][4]. - The photovoltaic sector earned 22.513 billion yuan, accounting for 51.72% of total revenue, with a year-on-year growth of 4.84% [3]. - Other business segments contributed 3.217 billion yuan, representing 7.39% of total revenue, with an increase of 85.96% year-on-year [3]. Revenue Breakdown by Product - Revenue from photovoltaic inverters and other power electronic conversion devices was 15.327 billion yuan, up 17.06% year-on-year, with a gross margin of 35.74% [4]. - The energy storage system revenue surpassed that of photovoltaic inverters for the first time [5]. - Revenue from new energy investment and development was 8.398 billion yuan, down 6.22% year-on-year [4]. - Revenue from photovoltaic power generation was 761 million yuan, reflecting a growth of 59.44% [4]. Revenue Breakdown by Region - Domestic revenue was 18.155 billion yuan, a year-on-year increase of 3.48%, accounting for 41.70% of total revenue [6]. - Overseas revenue reached 25.379 billion yuan, marking an impressive growth of 88.32% and representing 58.30% of total revenue [6]. Research and Development - The company invested 2.037 billion yuan in R&D, a year-on-year increase of 37%, with R&D personnel accounting for approximately 40% of the workforce [8]. - The company holds a total of 10,541 patent applications, including 5,690 invention patents [8]. Product Innovations - The company launched the PowerTitan 3.0 AC smart storage platform, featuring various models with high energy density [9]. - The PowerTitan 2.0 system has been widely applied globally, supporting various energy storage projects [10]. - The company introduced a new commercial liquid-cooled energy storage system, PowerStack 835CS, aimed at industrial applications [10]. Technological Advancements - The company upgraded its core network technology, introducing a three-tier collaborative architecture for energy storage systems [11]. - The company published the first battery management technology white paper, integrating AI and IoT to enhance data management [12]. Market Applications - The company's energy storage systems are widely used in mature electricity markets across Europe, America, the Middle East, and Asia-Pacific, with no reported safety incidents [13].
禾望电气(603063):跟踪报告:海外持续突破,拥抱AIDC电源系统
GUOTAI HAITONG SECURITIES· 2025-07-13 10:56
Investment Rating - The report maintains a rating of "Accumulate" for the company [12] Core Views - The company has a strong layout in wind-solar-storage grid-type products and is experiencing continuous breakthroughs in overseas markets, embracing AIDC to establish a second growth curve [3][12] - The company is expected to achieve total revenue of 3.8 billion in 2023, with a projected increase to 6.6 billion by 2027, reflecting a compound annual growth rate (CAGR) of 20.4% [5][12] - Net profit attributable to the parent company is forecasted to grow from 500 million in 2023 to 900 million in 2027, with a significant increase of 88.2% in 2023 [5][12] Financial Summary - Total revenue projections: 3.8 billion in 2023, 3.7 billion in 2024, 4.8 billion in 2025, 5.5 billion in 2026, and 6.6 billion in 2027 [5] - Net profit (attributable to the parent) is expected to be 500 million in 2023, 400 million in 2024, 600 million in 2025, 800 million in 2026, and 900 million in 2027 [5] - Earnings per share (EPS) forecast: 1.10 in 2023, 0.97 in 2024, 1.38 in 2025, 1.66 in 2026, and 1.95 in 2027 [5] - Return on equity (ROE) is projected to improve from 12.8% in 2023 to 14.1% in 2027 [5] Market Data - The company's market capitalization is approximately 13.946 billion [6] - The stock price has ranged from 11.16 to 35.14 over the past 52 weeks [6] - The current stock price is 30.68, with a target price set at 37.81 [12] Business Growth - The engineering transmission business is expected to generate 560 million in revenue in 2024, with a year-on-year growth of 16.7% and a gross margin of 44.5% [12] - Overseas revenue is projected to reach 259 million in 2024, reflecting a year-on-year increase of 122.7% with a gross margin of 54.2% [12] - The company has established over 30 service bases in various countries, including the Netherlands, Brazil, and India, to support its overseas expansion [12] Product Development - The company has invested six years in developing wind-solar-storage grid-type products, which are expected to significantly enhance the safety and stability of power systems [12] - The company has launched various products, including a 1.5-20MW doubly-fed converter for wind power and a 320-350kW string inverter for photovoltaic applications, both designed to support high overload capabilities [12]
禾望电气(603063):海外持续突破 拥抱AIDC电源系统
Xin Lang Cai Jing· 2025-07-13 10:28
Group 1 - The company has a strong layout in wind-solar-storage grid-type products and is continuously breaking through in overseas markets, embracing AIDC to establish a second growth curve [1][3] - The company maintains a buy rating, adjusting the EPS for 2025 and 2026 to 1.38 yuan (-0.27) and 1.66 yuan (-0.29) respectively, with a new EPS for 2027 set at 1.95 yuan, targeting a price of 37.81 yuan based on a 27.4x PE for 2025 [2] - The engineering transmission business is expected to achieve 560 million yuan in revenue in 2024, a year-on-year increase of 16.7%, with a gross margin of 44.5%, while overseas revenue is projected to reach 259 million yuan in 2024, a year-on-year increase of 122.7%, with a gross margin of 54.2% [2] Group 2 - The National Energy Administration has listed grid-connection technology as the top pilot direction, with the company having invested six years in developing wind-solar-storage grid-type products [3] - The company has launched various products in the wind and solar sectors, including a 1.5-20MW doubly-fed converter and a 320-350kW string inverter, both designed to support high short-circuit current output capabilities [3] - The company is actively developing power and system solutions for data centers, aiming for over 80% green electricity in new data centers by the end of 2025, aligning with national requirements [3]
储能竞赛下半场:向场景驱动和光储融合要发展
3 6 Ke· 2025-06-26 02:40
Core Viewpoint - The competition in the energy storage sector is shifting towards scenario-based applications, emphasizing the need for companies to develop solutions that are tailored to specific industry needs to achieve profitability [1][2]. Group 1: Market Trends and Strategies - Companies like Haibo Sichuang are actively expanding their market boundaries by focusing on a "Storage + X" integration model, showcasing various energy storage solutions tailored for different applications such as charging stations, oil fields, and data centers [2][3]. - The energy storage industry is transitioning from scale expansion to value cultivation, with a focus on economic models that highlight the actual value of energy storage systems in grid regulation and arbitrage [3][7]. - The emphasis on scenario-based innovation is becoming a focal point for companies, with a shift from hardware manufacturing to system solutions that meet diverse application needs [7][6]. Group 2: Collaborations and Innovations - Haibo Sichuang has signed cooperation agreements with major players like Huawei and CATL to deepen collaboration in areas such as intelligent photovoltaic and energy storage integration [2][5]. - The industry is witnessing a trend towards collaborative development and deep integration of solutions, with companies like Trina Solar aiming to increase the proportion of their business from solutions to over 50% in the next few years [6][7]. - The integration of AI technology with energy storage is seen as a key to unlocking new opportunities in the smart energy sector, with various companies showcasing AI-enabled solutions at the SNEC exhibition [7][6]. Group 3: Product Developments - Major companies are launching innovative products, such as the world's first 400kW+ string inverter and modular inverter solutions, to address the needs of large-scale photovoltaic plants and energy storage stations [3][4]. - Haibo Sichuang's focus on scenario-based solutions is evident in their comprehensive offerings that cater to various applications, demonstrating their commitment to meeting the specific demands of different industries [2][4]. - The introduction of advanced energy storage technologies, such as the PowerTitan3.0 platform, highlights the industry's push towards more efficient and reliable energy storage solutions [4][5].