金融界 2025 年 5 月 17 日消息，国家知识产权局信息显示，晶科能源股份有限公司、浙江晶科储能有限 公司申请一项名为"浸没式储能系统及其液冷控制方法"的专利，公开号 CN119994290A，申请日期为 2025 年 2 月。 天眼查资料显示，晶科能源股份有限公司，成立于2006年，位于上饶市，是一家以从事电气机械和器材 制造业为主的企业。企业注册资本1000519.9351万人民币。通过天眼查大数据分析，晶科能源股份有限 公司共对外投资了51家企业，参与招投标项目1528次，财产线索方面有商标信息746条，专利信息2631 条，此外企业还拥有行政许可71个。 浙江晶科储能有限公司，成立于2023年，位于嘉兴市，是一家以从事电气机械和器材制造业为主的企 业。企业注册资本100000万人民币。通过天眼查大数据分析，浙江晶科储能有限公司参与招投标项目24 次，专利信息259条，此外企业还拥有行政许可27个。 专利摘要显示，本公开涉及一种浸没式储能系统及其液冷控制方法，涉及储能技术领域。浸没式储能系 统包括至少一个电池包、液冷循环回路以及控制器；电池包包括箱体、液冷板、连接管路、检测单元以 及调节单元；箱体 ...

Group 1 - Zhongshan Kaixin Energy Storage Technology Co., Ltd. has been established with a registered capital of 8.6 million RMB [1][3] - The legal representative of the company is Yuan Le, and it is wholly owned by Zhejiang Hongfeng Energy Technology Co., Ltd. [1][3] - The company's business scope includes engineering and technology research and development, emerging energy technology research, energy storage technology services, and various consulting services [2] Group 2 - The company is classified under the national standard industry of scientific research and technical services, specifically in engineering and technology research and development [3] - The registered address of the company is located at No. 22, Donghua Road, Shiqi Street, Zhongshan City [3] - The company is a limited liability company with a natural person investment or holding [3]

Group 1: Performance Overview - The company's first-quarter performance declined significantly due to the "three transformations" of the 50,000-ton potassium nitrate facility and a decrease in average selling prices of main products [4] - The "three transformations" plan is expected to be completed by June 30, 2025, which will temporarily affect production and sales, impacting the overall performance in the first half of 2025 [4] - The company aims to enhance production efficiency, product quality, and safety through the "three transformations," aligning with its strategic development [4] Group 2: Project Updates - The 200,000-ton molten salt energy storage project is progressing well, with expected operational readiness by June 30, 2025 [4] - The demand for molten salt is anticipated to increase due to the growth of the solar thermal power generation sector, with a cumulative installed capacity of 838.2 MW in China by the end of 2024, representing 10.6% of the global total [4] - There are currently 34 solar thermal projects under construction in China, with a total capacity of 3,300 MW, and 37 planned projects with approximately 4,800 MW capacity [4] Group 3: Market Development - The company has secured multiple key energy storage project orders, including a 50 MW solar thermal power station and a 100 MW molten salt energy storage project [6] - The company has also won the largest domestic compressed air energy storage project order, with a capacity of 400 MW, expanding into new market segments [6] - The successful implementation of the molten salt product in cold regions, such as the Jilin project, marks a significant market expansion [6] Group 4: Military-Civil Fusion - The company's concentrated nitric acid and potassium nitrate products are applicable in military sectors [6] - The company plans to continue focusing on its core business while exploring improvements and optimizations in nitric acid and nitrate products [6] - Future strategies include extending the industrial chain downstream to maintain a leading position in the industry [6]

Investment Rating - The report does not explicitly state an investment rating for the power equipment industry Core Insights - The power equipment industry is experiencing significant market expansion driven by strong demand for renewable energy, urbanization, and government policy support for green development [4][20][45] - The industry is characterized by intense competition, with leading companies leveraging vertical integration to dominate the market while smaller firms focus on niche segments [15][17] - Future growth will be propelled by technological upgrades and innovations, particularly in smart grid and energy storage technologies [21][50] Industry Definition - Power equipment refers to various devices and installations used in the generation, transmission, transformation, distribution, and quality control of electrical energy [5] - The industry includes a wide range of equipment from large generators to small distribution devices, essential for the production, transmission, distribution, and control of electricity [5] Industry Classification - Power equipment can be categorized based on its application, including generation, transmission, transformation, distribution, consumption, and energy storage [6][7] - It can also be classified into primary and secondary equipment based on its functional characteristics within the power system [13][14] Industry Characteristics - The industry features diverse business models, with traditional manufacturers focusing on equipment sales and emerging companies providing customized power solutions [16] - The competitive landscape is marked by a concentration of leading firms in high-tech areas, while smaller companies maintain competitiveness through specialization [17] - Government policies are increasingly supportive, promoting the transition to smart grids and renewable energy [18] Market Demand and Trends - There is a robust growth in demand for renewable energy technologies, with solar and wind energy applications becoming more prevalent [20][45] - The industry is witnessing a shift towards digitalization and smart technologies, driven by the need for efficient energy management and sustainability [50] Industry Development History - The industry has evolved through various stages, from initial establishment to rapid growth and now to a phase of technological innovation and international competitiveness [22][24][26] Industry Scale - The power equipment market has been growing steadily, with significant contributions from renewable energy projects and ongoing upgrades to electrical infrastructure [45][46] - Future growth is expected to be fueled by the expansion of renewable energy capacity and the modernization of power grids [49]

2025年 电力设备行业词条报告 电力设备行业剖析：多维度驱动，电力设备市场规模扩张进行时 头豹 词条报告系列 文上 · 头豹分析师 2025-04-25 未经平台授权，禁止转载 行业分类： 制造业/电气机械和器材制造业 摘要 电力设备行业涵盖发电、输电、变电、配电及电能质量控制设备，对电力系统至关重要。行业竞争激烈，企业商业模式多元化，龙头企业通过垂直整合占据市场主导地位， 中小企业则聚焦细分领域。政策支持力度加大，推动行业转型升级和绿色发展。市场需求增长强劲，行业向新能源方向发展。行业规模受新能源发展、城市化进程等因素推 动而增长，但也存在低端产能过剩问题。未来，中国电力设备企业将在"一带一路"沿线国家电网升级和新兴经济体电网扩建方面发挥优势，技术升级与创新也将成为行业增 长的关键驱动力。 行业定义 头豹分类/制造业/电气机械和器材制造业 Copyright © 2025 头豹 电力设备是指在电力系统中用于发电、输电、变电、配电以及电能质量控制等环节的各类设备和装置。电力设备涵盖了从大型发电机组到小 型配电装置等各类设备，是实现电能生产、传输、分配和控制的关键物质基础，在电力系统中起着至关重要的作用。根据 ...

各位储能行业的同仁、专家、投资者及创新者们，备受瞩目的2026杭州第十六届储能展览会（CIES）即将于3月23日至26日在杭州国际博览中心盛大启幕！ 作为储能行业的年度盛会，本次展会将汇聚全球智慧，展示前沿技术，推动产业升级，为构建绿色、高效、智能的现代能源体系贡献力量。 展会概况 自2011年设立以来，中国国际储能大会暨展览会（CIES）已成为我国务实高效的国际化、多元化储能交流与合作平台。本届展会由中国化学与物理电源行 业协会主办，中国化学与物理电源行业协会储能应用分会、中国储能网、数字储能网承办，得到了中国化学与物理电源行业协会储能应用分会专家委员会的 学术支持。展会将汇聚全球储能行业的领军企业、科研机构及行业专家，展示储能领域的最新技术、产品和解决方案，推动储能产业的高质量发展。 ciEs 15 CIES 2025 第十五届中国国际储能大会暨展览会 15 【1721】 杨晨【182】 标准J 公司名称 Company Name 展台最大高度:2.5米 框架结构 3000*3000*2500MH mm 地毯(灰色) 铝料墙板(白色)，1000W*2500H mm 展会亮点 前沿技术云集，首发新品闪耀 宁 ...

Group 1 - The core viewpoint is that the National Certificate New Energy Battery Index (980027) has shown strong performance, with a 2.59% increase, and notable gains in constituent stocks such as Guo'an Da (300902) up 9.96% and Yangguang Electric (300274) up 6.83% [1] - The Storage Battery 50 ETF (159305) has also risen by 2.55%, with a cumulative increase of nearly 15% over the past 21 trading days [1] - The liquidity of the Storage Battery 50 ETF is active, with a turnover rate of 10.51% and a transaction volume of 4.75 million yuan, while the average daily transaction volume over the past year is 8.89 million yuan [1] Group 2 - As of April 30, 2025, the top ten weighted stocks in the National Certificate New Energy Battery Index account for 53.32% of the index, with Ningde Times (300750) being the largest component [2] - Ningde Times launched the TENER Stack at the Munich Battery Storage Exhibition, marking a breakthrough in large-capacity storage systems with a production capacity of 9MWh [2] - In Q1 2025, China's newly installed photovoltaic capacity reached 59.71GW, a year-on-year increase of 30.5%, indicating strong growth in the renewable energy sector [2]

Group 1 - The establishment of Xintie Jiaoneng (Beijing) Technology Co., Ltd. with a registered capital of 10 million yuan, focusing on energy storage technology services and battery manufacturing [1] - Shenzhen Xinneng Industrial Development Technology Co., Ltd. was established with a registered capital of 100 million yuan, also fully owned by XWANDA [1] - Both companies are part of the XWANDA group, indicating a strategic expansion in the energy storage and battery sectors [1] Group 2 - The article mentions significant developments in the battery industry, including the ownership change of Funeng Technology and its substantial reduction in losses in 2024 [1] - A discussion on new national standards for power batteries and large storage cells took place among major industry players [1] - Chuangneng New Energy secured a large order of 2.5 GWh, highlighting ongoing demand in the sector [1] - A major project for retired battery recycling, valued over 10 billion yuan, has been launched in Hubei [1]

上周，西班牙、葡萄牙和法国南部部分地区发生了大规模停电事故，原因是欧洲电力系统发生了强烈的 技术波动。此次电力故障不仅导致多地铁路交通陷入瘫痪，也对空中交通产生了影响。 专家表示，这次的电力事故很可能成为欧洲能源政策的一个 "转折点"，因为各国政府已意识到迫切需 要升级电网，而这一转变将为涉足欧洲能源基础设施市场的中国公司带来机遇。 近年来，西班牙的可再生能源行业发展迅速，包括风能、太阳能、水能和核能。然而高比例的风能和太 阳能也对电力系统的稳定调控提出了更高的要求，因为可再生能源的间歇性和弱惯量特性使电网更易受 到扰动。 西班牙智库Fundación Renovables的莫拉莱斯说："我认为现在我们真正需要的是中国品牌的储能，我们 需要提高西班牙的储能能力。" 据莫拉莱斯称，西班牙目前拥有 10 吉瓦的储能能力，其中大部分来自水电储能电站。但西班牙在通过 投资电池储能解决方案等新技术来提高储能能力方面进展缓慢，而储能对于帮助电网应对电力供应的突 然波动至关重要。 根据Solar Power Europe 去年发布的一份报告，预计欧洲的电池储能市场将从 2023 年的 17.2 吉瓦增长 到 2028 年的 ...

证券时报.e公司记者了解到，在5月8日于四川成都举行的"青城论道低碳能源共生发展"大会上，中自科 技(688737)副董事长李云在致辞中表示，公司储能相关核心技术均已实现自主可控。 李云称，中自科技在储能与储能+多能互补等新领域，以核心技术为依托，以提高系统性能、降低成 本、提升安全性为目标，持续开展储能及储能+产品的技术创新。除了为海内外的客户提供家用储能、 工商业储能、独立储能产品外，公司还为客户提供个性化的储能、储能+整体解决方案和安全可靠的运 维服务，为工厂、园区提供绿色低碳解决方案，为高耗能企业降本增效，为社会减污降碳。 公开资料显示，中自科技是一家专注于新材料、新能源的研发、生产和销售的高新技术企业，是我国环 境催化剂领域的少数主要国产厂商之一。与此同时，公司还积极向储能与储能+业务、复杂高性能复合 材料业务拓展。 据中自科技2024年年报，公司储能与储能+系列产品已通过EN、IEC、UN等多项测试，获得欧盟CE 证、CB认证及CNAS证书。公司充分利用国内、国际两个市场、两种资源，成功开辟多个新兴市场，获 得多个海内外储能与储能+项目，营业收入同比实现大幅增长。 近年来，中国储能行业在技术进步、 ...