3月25日，河北冀中新能源科技有限公司供电分公司发布2025年第一批用户侧储能电池设备购置中标 公告， 比亚迪以3430万元成功中标。 （招标公告： 河北冀中新能源2025年第一批用户侧储能电池设备 招标 ） 根据此前的开标记录显示，本次共有许继电气、中车株洲所、海博思创、阳光电源、融和元储等20 家公司参与投标。 文 | 中关村储能产业技术联盟 1、许继电气股份有限公司，投标总价（含税）38700000元 2、州智光储能科技有限公司，投标总价（含税）39132000元 3、平高集团储能科技有限公司，投标总价（含税）35529460元 4、湖北亿纬动力有限公司，投标总价（含税）38429959元 5、北京海博思创科技股份有限公司，投标总价（含税）38535000元 6、厦门科华数能科技有限公司，投标总价（含税）37100000元 7、阳光电源股份有限公司，投标总价（含税）38972100元 8、中车株洲电力机车研究所有限公司，投标总价（含税）38990000元 9、风帆有限责任公司，投标总价（含税）36400000元 10、楚能新能源股份有限公司，投标总价（含税）35700000元 12、深圳市科陆电子科技股 ...

由中关村储能产业技术联盟、中国能源研究会、中国科学院工程热物理研究所主办的 第十三届 储能国际峰会暨展览会（ESIE 2025） 将于 2025年4月10- 12日 在 北京首都国际会展中心 盛 大启幕！ 本届峰会以 "数智赋能产业变革，储能重塑能源格局" 为主题，将举办1场开幕式、5场高端对 话 、 8 场 主 题 沙 龙 、 40+ 主 题 论 坛 、 50+ 场 商 务 交 流 对 接 活 动 、 500+ 场 新 品 发 布 ， 秉 持 " 政 策 性、市场化、技术性、国际化、创新性"的理念，为行业奉上一场兼具高度、广度与深度的思想 与技术盛宴！ ESIE 202 5同期储能品牌展览规模创新高，设立六大主题展馆，展览面积超160,00 0平米，汇聚 800+储能领军企业，预计将迎来预计将有2 0万+来自政府机构、监管单位、科研院所、电网公 司、发电集团、系统集成商、储能技术提供商、储能配套设备提供商、能源运营商等行业同仁 齐聚， 共同聆听产业前沿之声，共探产业发展之势，是每一年业内不能错过的储能产业盛宴。 | 800+ | 160.000+ | 4.000+ | 500+ | | --- | --- ...

文 | 远景储能 近日，远景盐城射阳电站全年运行数据出炉。据悉，射阳250MW/ 500MWh储能电站是江苏 省最大的储能电站，自7月1 2日并网以来，全年性能表现优异，创下江苏省在运储能电站多项 第一； 从收入水平看，全年每MWh收入高出平均水平约11.7%。 射阳电站搭载远景智慧交易型储能系统，从电芯、PCS、BMS、EMS到SCADA系统全部自研 自制，搭载EnOS储能产销一体化管理平台，软硬一体，高安全、高性能、高智能，在江苏保 供/现货场景都实现了收益领先。 在江苏保供场景，省内新型储能按照固定电价结算，迎峰度夏（冬）期间保调用、高电价， 非迎峰度夏（冬）不保调用，低电价。 在迎峰度夏（冬）的4个月中，安全和性能是拉开收益 差距的关键。 自并网以来，射阳电站在迎峰度夏（冬）期间经受高频调用考验， 平均每天两次满充满放以 上，多日达到三次满充满放，零故障，100%响应电网调用 。全年未发生一起安全事故，功 率可用率1 0 0%，容量可用率98.3%，在百MWh级储能电站中实现了综合效率全省第一，调峰 认定转换效率全省第一。 在迎峰度夏期间，射阳电站创下了省内收益纪录， 40天收入4000万元 ，平均单 ...

Core Viewpoint - The article discusses the significant step taken by the National Development and Reform Commission and the Energy Administration in China to promote the market-oriented reform of renewable energy pricing, marking a transition from fixed pricing to market-based pricing for renewable energy generation [1][2]. Background - The transition of renewable energy pricing from fixed rates to market-based rates is a crucial step towards establishing a unified national electricity market in China. The pricing system has evolved from "full guaranteed purchase" to a mixed model of "partial guaranteed purchase and partial market competition," with over 50% of renewable energy participating in market transactions by 2024 [2][4]. - The investment costs for wind and solar energy have significantly decreased, with new installations reaching record highs. The market is now under pressure to develop a market-based consumption system to address the increasing challenges of energy absorption [4][5]. Interpretation - The notification introduces a sustainable pricing settlement mechanism for renewable energy, distinguishing between existing and new projects to stabilize investment expectations. It aims to clarify market trading types and corresponding pricing mechanisms, allowing for more flexible pricing in the spot market and adjustments in medium to long-term trading [8][11]. - Existing projects will continue to follow previous pricing policies, while new projects will need to participate in competitive bidding for their electricity generation, with the pricing determined through annual bidding processes [12][11]. Impact - The market-oriented reform will lead to a new era of detailed management in renewable energy investments, where operational strategies will become the core competitive advantage. Future investment decisions will focus on optimizing cash inflows and outflows throughout the project lifecycle [14][15]. - Short-term demand for new energy storage installations may be affected due to the shift from mandatory to voluntary energy storage configurations, potentially impacting the growth of new installations in the near term. However, the long-term outlook is positive for energy storage and virtual power plants as they adapt to market demands [17]. - The differentiation between old and new policies may create a surge in demand for installations before the policy changes take effect, leading to a "busy season" for renewable energy projects in the short term [18].

Summary of Conference Call Records Industry Overview - The conference call primarily discusses the renewable energy sector, focusing on wind and solar power, particularly in China. Key Points and Arguments Wind Power vs. Solar Power - Wind power's investment return is projected to decrease by 1 to 1.5 percentage points, currently around 8%, while solar power is expected to drop by 1.5 to 2 percentage points, now at approximately 6.5% to 7% [3][6][10]. - The ability of wind power to participate in the electricity market is significantly stronger than that of solar power due to its consistent output across different times of the day [1][3]. Project Economics - The economic viability of offshore wind power is considered better than onshore wind power in certain regions, particularly in areas with higher wind speeds and utilization hours [4][10]. - The average investment return for onshore wind projects is estimated at around 8.1% for 2024, while offshore wind projects are expected to stabilize around 7% [9][10]. Regional Analysis - Northeast and North China regions are highlighted for their potential in renewable energy utilization, with some areas achieving utilization hours between 2000 to 2600 hours [8][9]. - The economic conditions and electricity pricing in coastal provinces are expected to provide protective measures for offshore wind power pricing [3][10]. Policy Impact - The introduction of new policies is anticipated to impact project returns negatively, with expectations of a decline in overall market share for the five major energy groups from 10% to 7% [11][12]. - The government aims for an annual increase of around 200 million watts in installed capacity, which aligns with the current investment capabilities of power generation companies [11][12]. Market Dynamics - The market is expected to undergo a consolidation process, with smaller companies likely to exit, benefiting larger firms [12][13]. - The conference notes a significant decline in the market share of major players, indicating a shift towards smaller enterprises participating in the renewable energy sector [12][13]. Future Projections - The years 2026 and 2027 are projected to be critical, with expectations of a significant drop in installed capacity due to new policies and market conditions [24][25]. - The anticipated growth in offshore wind projects is contingent on successful project approvals and market conditions, with a focus on large-scale projects in coastal areas [26][30]. Storage and Technology - The discussion includes the role of energy storage in the renewable sector, with expectations that storage installations will not decline despite market fluctuations [19][20]. - The need for a balance between renewable energy generation and storage capabilities is emphasized, particularly in light of new market entry policies [20][21]. Conclusion - The renewable energy sector is facing challenges due to policy changes and market dynamics, but there are opportunities for growth in specific regions and technologies. The focus remains on optimizing project economics and navigating the evolving regulatory landscape to ensure sustainable development in the industry.

以下文章来源于36氪企业全情报 ，作者36氪 36氪企业全情报 . 舆情大数据，帮你看清市场全貌、看懂涨跌原因。 基于全网舆情的近期数据统计， 对福莱特股价的影响分析报告。 来源｜ 36氪企业全情报（ID：EV36kr） 福莱特2月28日缩量下跌0.37% 21.73元 -0.08 -0.37% 昨日收盘价：21.81元 当日收盘价：21.73元 当日开盘价：21.63元 交易量：23.16万手 换手率：0.99% 缩量幅度：14.42% 3日涨幅： +2.4% 5日涨幅： +7.2% 成交额：5.06亿 总市值：509.12亿元 2月28日福莱特的股价较过去一年的平均收盘价下跌了1.76%，该日交易量较过去一年的日均交易量增加了13.35%。 2月28日股价下跌的舆情原因分析 通过对全网舆情数据的分析，影响股价的主要市场面舆情事件是："里昂予福莱特玻璃'跑赢大市'评级"。 【里昂予福莱特玻璃"跑赢大市"评级】 事件概况： 投资银行里昂对福莱特玻璃（06865.HK）给出了"跑赢大市"的评级，预计公司将从内地电力市场化和短期太阳能玻璃安装热潮中受益。里 昂的分析指出，随着国家能源局推动电力市场化改革，光伏行业 ...