Core Insights - The United States is expected to add a record 57.6 gigawatt-hours of energy storage in 2025, driven by rising grid demand and the growth of virtual power plant projects [1] - Texas is projected to surpass California as the largest market for energy storage by 2026 [1] Group 1 - The anticipated increase in energy storage capacity reflects a significant trend in the energy sector [1] - The growth in virtual power plant projects is a key factor contributing to the rising demand for energy storage [1] - The shift in market leadership from California to Texas indicates a changing landscape in the energy storage market [1]

3/19-20日·2026虚拟电厂系列研讨会 王老师18911725159 文丨北极星储能网 作者丨nico 储能价格环比攀升超10%，分布式储能领域现身黑马，央企集采再度来袭……2026年1月，储能招投标市场众多热点显现。 2026年1月，北极星储能网基于各大招采平台发布的公开信息，追踪到储能系统招标中标标段共计45条，规模合计2.513GW/7.067GWh（不含集采）。 1月储能招标中标市场速览： 储能系统中标规模2.015GW/5.729GWh，环比-23%/-18.3%； 储能系统招标规模1.19GW/2.92GWh，环比-69%/-73%； 储能设备集采规模46.15GWh； 其中弘正储能、恒力源新能源、石星科技一举夺得本月最大的用户侧储能项目，预计将为山东枣庄的滕州经济开发区分布式储能项目供应约494台、合计 188MW/393MWh储能系统，其中配置500kW/1044kWh储能系统约304台，125kW/261kWh工商业储能系统约90台，250kW/522kWh工商业储能系统约100 台。该项目建成投运后，将有助于提升园区能源利用效率，增强电网调节能力与稳定性。公开资料显示，江苏石星科技有 ...

Core Viewpoint - The company, Zhejiang Xinhong Electric Power Co., Ltd., is focusing on developing a "three-dimensional virtual power plant" system and aims to become a regional comprehensive energy supply and carbon neutrality center, leveraging advancements in technology and carbon reduction strategies [2][3]. Company Overview - Zhejiang Xinhong Electric Power Co., Ltd. was established on October 17, 1997, and listed on July 7, 2021. The company primarily engages in the production and supply of thermal and electric power through cogeneration, with revenue composition of 95.17% from cogeneration, 4.73% from energy storage, and 0.10% from other sources [7]. Financial Performance - As of September 30, the company had 22,900 shareholders, an increase of 12.16% from the previous period. The average circulating shares per person decreased by 10.83% to 17,497 shares. For the period from January to September 2025, the company reported revenue of 529 million yuan, a year-on-year decrease of 18.48%, while net profit attributable to shareholders increased by 2.51% to 91.83 million yuan [8]. Investment Projects - The company plans to construct a "three-dimensional virtual power plant" system, which will utilize sensors, monitoring systems, and data analysis technologies to enhance the efficiency and reliability of power plants [2]. Additionally, the company is investing in energy storage projects through its wholly-owned subsidiary, Zhejiang Yuesheng Energy Storage Technology Co., Ltd. [3]. Carbon Emission Management - The company reported a total carbon emission quota of 2.6483 million tons for 2019 and 2020, with actual emissions of 2.1483 million tons, resulting in a surplus of 500,100 tons, equating to a surplus ratio of 18.88%. In December 2021, the company sold 500,000 tons of carbon credits [2]. The company aims to enhance its carbon reduction measures through efficiency improvements and coupling carbon reduction strategies [2].

【跑好"第一棒" 力促"开门红"】 甘肃虚拟电厂交易结算实现开门红 为推动这一新生事物在甘肃落地落实，去年以来，我省修订印发《甘肃省虚拟电厂建设与运营管理实施 方案》，依托新型电力负荷管理系统，建成集接入测试、运营监测、效果评估、交易全流程管控于一体 的虚拟电厂运营管控平台。同时，完成可调节资源统一编码入库，实现负荷资源池"统一管理、统一调 控、统一服务"；打通虚拟电厂参与电能量市场的全流程链路，推动两家虚拟电厂稳定接入系统、常态 化连续交易，实现市场化闭环运行。目前已形成集政策构建、体系建设、平台支撑、资源规范、市场导 向于一体的服务体系，全链条赋能虚拟电厂建设运营。 责任编辑：杨晨雨 每日甘肃网兰州讯（新甘肃·甘肃日报记者 王占东）今年1月起，甘肃省内虚拟电厂正式开启连续不间断 参与市场交易模式。国家电网甘肃省电力公司落实"日清月结、结算到户"政策，服务省内两家虚拟电厂 及聚合用户，1月累计结算电量达3491.16万千瓦时，顺利实现交易结算开门红。 不占一分地、不烧一克煤的虚拟电厂，通过信息通信等技术，聚合分布式电源、可调负荷、储能等各类 分散资源，作为新型经营主体参与电力系统优化和交易，对电力保供、新能 ...

Group 1 - The legal representative of Shandong Tietou Energy Management Co., Ltd. has changed from Bao Yinghao to Wei Guoguang, with a new board member, Jiang Yanliang, added [1] - Shandong Tietou Energy was established in May 2025 with a registered capital of 50 million yuan and is a wholly-owned subsidiary of Shandong Tietou Energy Investment Group Co., Ltd., controlled by the Shandong Provincial State-owned Assets Supervision and Administration Commission [1] Group 2 - As a subsidiary of Shandong Tietou Group, Shandong Tietou Energy focuses on "main business + scientific innovation," integrating "transportation + energy" to accelerate industrial upgrades and promote green and low-carbon transformation in high-speed rail energy usage [3] - The company is actively developing emerging businesses such as virtual power plants, microgrids, and zero-carbon parks, aiming to become a leading comprehensive energy service provider in clean energy and energy conservation [3] - In May 2022, Shandong Tietou Energy won the bid for the Yantai Airport distributed photovoltaic power generation investment project, which is the first large-scale distributed photovoltaic project implemented at an airport in Shandong Province, with a total investment of approximately 31 million yuan and an installed capacity of no less than 10 MW, generating over 11 million kWh annually [3] - In 2025, Shandong Tietou Energy was included in the list of technology-based small and medium-sized enterprises in Shandong Province and selected as a "Gazelle Enterprise" in Jinan City, with plans to increase R&D investment and accelerate the implementation of scientific research projects [3]

Core Viewpoint - The integrated development of source-grid-load-storage is essential for the high-quality development of the power system and is a necessary choice for enhancing the consumption of renewable energy and non-fossil energy [2] Group 1: Training Overview - The training on source-grid-load-storage and microgrid investment construction is organized by China Energy News and aims to deepen understanding of related issues [2][3] - The training will take place from March 6 to 7 in Hangzhou [3] Group 2: Target Audience - The training is aimed at large energy groups, power companies, generation groups, local energy groups, key parks, factories, and various energy-consuming institutions [3] - It also targets new energy enterprises (wind, solar, storage), power design institutes, and integrated design units [3] Group 3: Course Modules - The training will cover policy interpretation, current development status, application scenarios, technical analysis, and project profitability models related to source-grid-load-storage and microgrids [3][4] Group 4: Development Directions - The training will discuss the differences and connections between green electricity direct connection and source-grid-load-storage [4] - It will also cover the application of microgrids in zero-carbon parks and provide guidelines for industrial green microgrid construction [4] Group 5: Fees and Payment - The training fee is set at 3,900 yuan per person, which includes the training fee, while transportation and accommodation are self-managed [4] - Payment can be made via bank transfer, and on-site payment will not be accepted [4]

关于举办源网荷储及微电网投资建设培训的通知 源网荷储及微电网不仅是解决可再生能源消纳的关键技术，更是构建新型电力系统、实 现"双碳"目标的核心路径之一。为帮助各企事业单位对源网荷储及微电网相关问题有更深 入的了解，《中国能源报》社特举办源网荷储及微电网投资建设培训，培训完后发放《中 国能源报》社有限公司中国能源经济研究院"源网荷储及微电网投资建设"培训结业证书。 具体安排如下： 一、时间地点 培训时间：3月6日—7日 培训地点：杭州 二、组织机构 主办单位：《中国能源报》社有限公司 学术支持：中国能源经济研究院 三、培训对象 1 . 各大型能源集团；电力公司；发电集团；地方能源集团；地方电力集团、重点园区、 工厂及各类型用能机构； 2 . 新能源企业（风电、光伏、储能等）、电力设计院、源网荷储一体化设计单位； 各企事业单位： 源网荷储一体化发展是电力行业坚持系统观念的内在要求，是实现电力系统高质量发展的 客观需要，是提升可再生能源开发消纳水平和非化石能源消费比重的必然选择，对于促进 我国能源转型和经济社会发展具有重要意义。 微电网具有自平衡、自安全、小微化、绿色化、数智化、共享化等特征，建设微电网对新 型电力 ...

Core Viewpoint - The integrated development of source-grid-load-storage is essential for the high-quality development of the power system and is a necessary choice for enhancing the consumption of renewable energy and non-fossil energy [2] Group 1: Training Overview - The training on source-grid-load-storage and microgrid investment construction is organized by China Energy News and aims to deepen understanding of related issues [2][3] - The training will take place from March 6 to 7 in Hangzhou [3] Group 2: Target Audience - The training is aimed at large energy groups, power companies, generation groups, local energy groups, key parks, factories, and various energy-consuming institutions [3] - It also targets new energy enterprises (wind, solar, storage), power design institutes, and integrated design units [3] Group 3: Course Modules - The training will cover policy interpretation, current development status, application scenarios, technical analysis, and profit models related to source-grid-load-storage and microgrids [3][4] - Specific topics include the distinction and connection between green electricity direct connection and source-grid-load-storage, applications of microgrids in zero-carbon parks, and guidelines for industrial green microgrid construction [4] Group 4: Training Fees - The training fee is set at 3,900 yuan per person, which includes the training cost, while transportation and accommodation are self-managed [4]

Core Viewpoint - The integrated development of source-grid-load-storage is essential for the high-quality development of the power system and is a necessary choice for enhancing the consumption of renewable energy and non-fossil energy [2] Group 1: Training Overview - The training on source-grid-load-storage and microgrid investment construction is organized by China Energy News and aims to deepen understanding of related issues [2][3] - The training will take place from March 6 to 7 in Hangzhou [3] Group 2: Target Audience - The training is aimed at large energy groups, power companies, generation groups, local energy groups, key parks, factories, and various energy-consuming institutions [3] - It also targets new energy companies (wind, solar, storage), power design institutes, and integrated design units [3] Group 3: Course Modules - The training will cover policy interpretation, current development status, application scenarios, technical analysis, and profit models related to source-grid-load-storage and microgrids [3][4] Group 4: Development Directions - The training will discuss the differences and connections between green electricity direct connection and source-grid-load-storage [4] - It will also cover the application of microgrids in zero-carbon parks and provide guidelines for industrial green microgrid construction [4] Group 5: Fees and Payment - The training fee is set at 3,900 yuan per person, which includes the training fee, while transportation and accommodation are self-catered [4] - Payment can be made via bank transfer, and on-site payment will not be accepted [4]

经济观察网2026年2月13日，艾罗能源(代码：688717)收盘价为96.10元，单日下跌3.39%，盘中最高价 100.00元，最低价95.60元，振幅4.42%。成交量为232.44万股，成交额约2.25亿元，换手率2.35%。同期 上证指数下跌1.26%，电力设备板块下跌2.03%，光伏设备板块下跌3.59%。 业绩承压但环比改善：2025年三季报显示，公司前三季度营收同比增长25.80%至30.28亿元，但归母净 利润同比下降6.32%至1.50亿元。第三季度单季归母净利润仅855万元，同比下滑85.12%，主要受汇兑损 失及市场结构变化影响。 海外需求结构性分化：公司海外业务占比高，2025年第三季度澳洲市场爆发推动收入环比增长 21.14%，但亚非市场出货占比提升导致毛利率环比下降5.99个百分点至30.47%。 长期成长逻辑未改：公司在英国虚拟电厂领域已部署超3000套户储系统(容量约8.6MW)，工商储新品逐 步放量。中金公司（601995）1月28日报告指出，海外储能需求旺盛，艾罗能源为受益标的之一。 未来情况分析 此次下跌主要属于技术性回调： 行业beta驱动：光伏板块当日跌幅居前，与马 ...