Core Viewpoint - The article discusses the announcement of the EPC (Engineering, Procurement, and Construction) tender for a high-safety smart electrochemical energy storage station with a capacity of 158MW/308MWh in the 133rd Regiment of Shihezi City, Xinjiang, highlighting its significance in the new energy sector [1][5]. Project Overview - The project involves the construction of a high-safety smart electrochemical energy storage station with a planned capacity of 150MW/300MWh and a storage duration of 2 hours, utilizing lithium iron phosphate and sodium-ion battery systems [2][5]. - The energy storage system will consist of 29 units of 5MW/10MWh lithium iron phosphate batteries, one unit of 1.67MW/3.34MWh lithium iron phosphate batteries, and one unit of 4.5MW/7.2MWh sodium-ion batteries [2][5]. Tender Scope - The EPC contract encompasses a comprehensive range of services including the design, construction, and procurement of equipment for the energy storage system, fire protection systems, lighting, drainage, and other essential infrastructure [3][6]. - The project will also include the installation of electrical equipment at the nearby 220kV photovoltaic collection station and the construction of various electrical lines [3][6]. Tender Details - The maximum bid price for the project is set at 20 million RMB, and the construction timeline will be determined based on the owner's progress requirements [4][8]. - Bids exceeding the maximum price will be rejected [9]. Bidder Qualifications - Bidders must be independent legal entities registered in mainland China with specific qualifications in engineering design and construction, including a valid safety production license [10][11]. - Bidders are required to have experience in at least one renewable energy or energy storage project in the past three years [10][11]. Additional Information - The tender documents are available online, and interested bidders must register on the designated electronic platform [12]. - The tender allows for joint bids, but no more than two companies can form a consortium [12].

Core Viewpoint - Leshan Electric Power Co., Ltd. has experienced a significant stock price surge since April 2023, with a cumulative increase of 130.72% since April 1 and 150.33% year-to-date, attributed to seasonal demand and market sentiment [2][3][5]. Stock Performance - On May 21, 2023, Leshan Electric's stock price closed at 15.32 yuan per share, with a strong buy order of 22,000 lots [2]. - The stock's performance has been notably higher than the Shanghai Composite Index, which only increased by 4.61% during the same period [3]. Company Operations - The company has stated that its operations are normal, with no undisclosed information affecting its performance [4][5]. - Leshan Electric's market environment has not undergone significant changes, and production costs remain stable [4]. Market Trends - The electricity sector typically sees an upward trend in the second quarter, particularly due to high temperatures in Sichuan leading to increased electricity demand [5]. - The recent stock price increase is also linked to improved market sentiment regarding U.S.-China trade negotiations [5]. Financial Performance - In 2024, the company reported a revenue of 3.196 billion yuan, a 7.03% increase year-on-year, with electricity being the largest revenue source at 2.251 billion yuan [7]. - Despite revenue growth, the company's net profit has been declining, dropping from 70.58 million yuan in 2022 to 22.57 million yuan in 2024 [7][8]. Business Model Transition - The company has shifted its profit model from a purchase-sale difference model to a transmission and distribution pricing model since 2022, which has significantly reduced profitability [8]. - The traditional electricity business is facing challenges, prompting the company to explore new energy storage solutions and other innovative business models [8]. Regulatory Changes - A recent adjustment in the time-of-use electricity pricing mechanism is expected to impact the company's operating performance, potentially reducing electricity business revenue by approximately 8.5 million yuan in 2025 [6].

Core Viewpoint - The successful commissioning of the Hainan Tara 255 MW × 4 hours energy storage project marks a significant milestone for the National Energy Group, enhancing the region's power system flexibility and supporting clean energy development in Qinghai Province [1][3]. Project Overview - The project has a total installed capacity of 255 MW × 4 hours, making it the largest electrochemical energy storage station built and operated by the National Energy Group [3]. - Located in the photovoltaic industrial park of Hainan Tibetan Autonomous Prefecture, the project consists of various storage forms, including string-type, high-voltage direct connection, and centralized storage [3]. - It includes 56 storage units and 2 sets of high-voltage cascading grid-type storage subsystems [3]. Environmental Impact - The project is expected to generate an annual charging capacity of 285,600 MWh and reduce carbon dioxide emissions by approximately 378.14 tons per year [3]. - It will significantly enhance the peak-shaving capability of the regional power system and improve the flexibility of coordinated dispatching among power sources, networks, loads, and storage [3]. Procurement and Bidding - The project includes centralized storage of 205 MW/820 MWh, string-type storage of 25 MW/100 MWh, and high-voltage direct connection storage of 25 MW/100 MWh, connecting to the 35 kV bus of the He Le 1 330 kV gathering station [3]. - The procurement for the centralized storage equipment was completed in 2023, with winning bids from companies such as Sungrow Power Supply, Beijing Haibo Technology, and Shanghai Electric Guoxuan [3][4]. - The procurement for the high-voltage direct connection storage project was awarded to Nanjing Nari Technology, while the string-type storage system procurement is scheduled for 2024 [3][4].

Group 1 - A large-scale power outage occurred in Spain and Portugal before May Day 2025, causing significant disruptions in transportation, healthcare, and social activities, attributed to aging equipment and insufficient energy storage [1] - China's electrochemical energy storage stations have rapidly developed, with a cumulative installed capacity of 73.76 million kilowatts/168 million kilowatt-hours by the end of 2024, expected to exceed 100 million kilowatts in 2025 [1] - The National Energy Administration and other authorities issued a notice to enhance safety management in electrochemical energy storage, focusing on improving battery system safety, project evaluation, and standardization [1] Group 2 - Safety is fundamental to the development of energy storage, with the insurance industry needing to innovate to meet the unique risks associated with new energy storage technologies [2] - In 2024, the National Financial Supervision Administration released guidelines to promote high-quality development of green insurance, emphasizing the integration of insurance services into energy risk management [2] Group 3 - Dinghe Insurance has developed a comprehensive insurance product matrix for energy storage, including various specialized insurance products since 2022, covering the entire lifecycle of energy storage systems [3][4] - Dinghe Insurance has provided nearly 25 billion yuan in total insurance coverage for over 560 electrochemical energy storage stations across the country [4] Group 4 - Dinghe Insurance has established itself as a leader in energy storage safety standards, collaborating with various organizations to publish influential research reports and risk assessment guidelines for the industry [5] - The company has created the first systematic innovation planning report for new power system insurance, providing strategic guidance for risk management in the energy sector [5] Group 5 - Dinghe Insurance has implemented advanced technologies for risk management in energy storage, including drone inspections and thermal imaging, to enhance safety and efficiency in energy production [6] - The company has been recognized for its achievements in energy storage insurance, receiving multiple awards for its contributions to the industry [6] Group 6 - Dinghe Insurance aims to deepen the application of its risk assessment guidelines and expand its integrated service platform to support the green development of the energy storage industry and ensure national energy security [7]

Market Performance - The Shanghai Composite Index and Shenzhen Component Index opened with gains exceeding 1%, while the ChiNext Index rose over 2% before narrowing gains by the close [1] - As of the close, the Shanghai Composite Index increased by 0.8% to 3342.67 points, the Shenzhen Component Index rose by 0.22% to 10104.13 points, and the ChiNext Index gained 0.51% to 1996.51 points [1] - The total trading volume in the Shanghai and Shenzhen markets reached 150.53 billion yuan, an increase of over 140 billion yuan compared to the previous day [1] Financial Policy Impact - A comprehensive financial policy package was introduced to stabilize the market and expectations, including interest rate cuts and structural policy adjustments [2] - The People's Bank of China emphasized the need for coordinated efforts to implement these policies effectively, aiming to support economic recovery and high-quality development [7] - The new policies are expected to positively influence the banking sector, particularly in terms of asset quality and risk management [3][2] Nuclear Fusion Development - Significant advancements in nuclear fusion technology were reported, with key projects like the International Thermonuclear Experimental Reactor (ITER) and China's compact fusion experimental device (BEST) entering critical phases [4][5] - The BEST project aims to complete construction by 2027, with expectations for experimental demonstration of fusion power [4] - The global nuclear fusion research landscape is rapidly evolving, indicating potential growth in the industry [5] Agricultural Technology Innovation - The Ministry of Agriculture and Rural Affairs outlined plans to enhance the agricultural technology innovation system, aiming for high-level self-sufficiency by 2035 [8] - The initiative emphasizes the integration of agricultural technology innovation with industry needs and the importance of talent development [8] Smartphone Market Growth - China's smartphone market saw a shipment volume of 68.7 million units in Q1 2025, marking a 9% year-on-year increase and continuing a growth trend for five consecutive quarters [10] - The growth is attributed to market recovery and government subsidy policies [10]

| | | | 碳 锌 8 详20250507: 国内碳酸锂5月供给预期偏松,三元材料厂库存量较上周减少 | 交易日期(日) | 2025-04-30 | 2025-04-25 | 较昨日变化 | 2025-05-06 | 近两周走势 | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 近月合约 | 收盘价 | 65100.00 | 65680.00 | 68380.00 | -580.00 | 连一合约 | 65280.00 | 收盘价 | 65880.00 | 68180.00 | -600.00 | | | 连二合约 | 收盘价 | 66400.00 | -660.00 | 67060.00 | 68180.00 | 收盘价 | 66400.00 | 69240.00 | 连三合约 | 67060.00 | -660.00 | | | -700.00 | 收盘价 | 65260.00 | 65960.00 | 68180.00 | 碳酸锂期货 | 成交量(手) | ...

Core Viewpoint - The article discusses the newly released guidelines by the Ningbo Energy Bureau for the construction and operation management of electrochemical energy storage projects, outlining specific requirements for project approval, registration, construction, acceptance, operation, and safety management [1]. Group 1: Project Classification and Management - Electrochemical energy storage projects are categorized into electrochemical energy storage stations and facilities, with the former including projects with a power capacity of 500 kW and a storage capacity of 500 kWh or more [1]. - The guidelines specify that user-side electrochemical energy storage stations (facilities) are to be managed as part of the internal distribution facilities and are generally prohibited from feeding electricity back into the public grid [1]. Group 2: Operational Requirements - Projects with a discharge power of 500 kW or more must have real-time online monitoring and remote warning control capabilities [1]. - Electrochemical energy storage stations (facilities) with a rated power of 5 MW or more are required to have on-site personnel and implement a 24-hour duty system [1]. Group 3: Safety Management - Large electrochemical energy storage stations must conduct fire drills and emergency evacuation exercises at least once every six months and perform a fire safety assessment annually [1].

点击阅读原文，即可报名参会！ 01 ｜ 一周锂电新闻汇总 02 ｜ 超50亿元！这一新能源产业园项目签约福建 03 ｜ 北京硅碳负极公司完成数亿元融资 04 ｜ 2025起点轻型动力电池及两轮车换电大会7月10-11日无锡 举办 往 期 回 顾 据湖北省武汉市江夏区自然资源和城乡建设局消息，4月30日至5月9日，武汉楚能新能源有限公司楚能50GWh新能源电池仓储、物流项目 （改、扩建项目）规划总平面及效果图进行批前公示，该项目位于江夏区经济开发区星光大道489号。 据悉，楚能50GWh新能源电池仓储、物流项目总投资100亿元，主要致力于电化学储能、新能源汽车电池及系统的研发、制造和销售，旨在 为全球新能源应用提供一流的产品与解决方案。 （ 来源：海融网） ...

Core Viewpoint - The financial performance of Pava Co. in 2024 is concerning, with significant losses and internal control issues leading to a downgrade in stock status to ST Pava [1][4][6] Financial Performance - Total revenue for 2024 was 949 million, a slight decrease of 0.60% year-on-year - Gross profit was -181 million, with net profit attributable to shareholders and net profit excluding non-recurring items at -727 million and -732 million, representing year-on-year declines of 193.37% and 192.68% respectively [1][4] - Compared to 2023, the net profit attributable to shareholders and net profit excluding non-recurring items were -248 million and -250 million, showing declines of 269.86% and 330.31% respectively [4] - Rolling quarter-on-quarter growth rates for 2024 showed declines of -26.26% for total revenue, -40.47% for net profit attributable to shareholders, and -41.72% for net profit excluding non-recurring items, indicating worsening financial conditions [4] Industry Background - The lithium battery industry experienced robust growth in 2024, driven by the booming electric vehicle and energy storage markets - Global lithium-ion battery shipments reached 1,545.1 GWh, a year-on-year increase of 28.5%, with China accounting for 1,214.6 GWh, up 36.9% [4] - Despite the industry's growth, Pava Co. failed to capitalize on these opportunities, facing intense competition and market challenges [5] Internal Control Issues - The major issue in Pava Co.'s 2024 annual report was the negative opinion on internal controls issued by Tianjian Accounting Firm, leading to the stock being flagged for risk and renamed ST Pava [6] - In the 2025 Q1 report, the company disclosed issues with financial data, including inflated revenue and underreported inventory impairment, highlighting serious deficiencies in financial management [6]

| -广告 | | --- | 关注公众号，点击公众号主页右上角" ··· "，设置星标 "⭐" ，关注 鑫椤储能 资讯~ 近日，中国电力企业联合会发布了 《2024年电化学储能电站行业统计数据》 ，对电化学储能电站装机情况、 电力电量、能效、可靠性等数据进行了总结。 2024年，全国电力安委会20家企业成员单位新增投运电站515座、总装机37.13GW/90.51GWh、同比增长超 100%。 新增电站主要是百兆瓦级以上大型电站 ，总装机27.53GW、同比增长170%以上、装机占比74.16%。 截至2024年底，累计投运电站 1473座 、总装机 62.13GW/141.37GWh （ 在运1373座、总装机 61.55GW/140.22GWh ，停用100座、总装机0.58GW/1.15GWh），相当于全国电源总装机的1.86%，相当于新 能源总装机的4.27%，在建电站227座、总装机8.99GW/18.12GWh。 独立储能增长最为迅猛，2024年新增装机23.22GW ，同比增长150%以上，占新增总装机的63%；其次为 新能 源配储，新增装机13.10GW ，同比增长58%。 独立储能累计投运 ...