信中称这是"舆情战"，海辰储能已发表严正申明，并已开始全面搜集固定谣言源头与传播证据，将依法 追究造谣者、恶意传播者的法律责任，坚决使用法律武器捍卫公司声誉、守护众多相关方的权益。 8月7日消息，海辰储能董事长吴祖钰近日发布《致全体海辰人的一封信》，信中表示，对恶意编造、传 播不实信息的行为予以强烈谴责。"我们不惹事，也不怕事！此刻，我想号召每一位海辰人，面对恶意 攻击，我们要保持有理有力有节的发声，共同守护我们来之不易的事业。" 吴祖钰在信中谈到，"这些攻击触角泛滥，从客户合作、产品创新，到关键伙伴，甚至牵连我个人家 庭，其本质都是恶意中伤我们，试图阻挠我们前行。"他强调，谣言从来战胜不了真相。 此外，信中还谈到，"对因谣言受到牵连的同事，尤其是那些遭遇过度滥用竞业限制、借商业秘密之名 受到恶意指控与施压，或是在网络上遭受恶意攻击的伙伴，公司将全力提供法律支持与关怀，一起共度 难关，也相信法律最终会还其公道。" 吴祖钰在信中还呼吁各企业恪守竞争自律，彻底摒弃"产业霸凌，内卷内耗"的狭隘逻辑，把精力放在技 术的创新突破上，而不是黑公关的恶意抹黑上。 （刘丽丽） 发件人: 发送时间: 胶件人: Jeff Tue ...

Core Viewpoint - Yunnan Province is adjusting its energy storage policy, focusing on diversifying storage technologies beyond lithium iron phosphate (LFP) batteries, particularly for centralized shared storage projects, while allowing LFP for other applications [2][4]. Group 1: Policy Changes and Implications - The Yunnan Energy Bureau's response indicates that by June 2025, the province will have 4.987 million kilowatts of new energy storage capacity, all based on LFP technology, highlighting a single technology reliance [2]. - The new policy specifically targets "centralized shared storage projects," allowing other storage applications, such as generation-side and user-side storage, to continue using LFP technology [4]. - On the same day the policy was announced, the Yunnan Red River Prefecture Environmental Protection Bureau approved an LFP-based shared storage project with a capacity of 200MW/400MWh, indicating ongoing project development [4]. Group 2: Market Trends and Technology Development - LFP batteries are widely used due to their high safety, long cycle life, low cost, and high energy density, with over 90% of various storage applications expected to use LFP batteries by 2024, and 94% in the first half of this year [4]. - The demand for long-duration storage solutions is increasing due to the rise of renewable energy and the need for grid stability, especially during extreme weather [5]. - Industry experts predict that long-duration storage solutions (4 hours or more) will become the mainstay of the storage industry, particularly in Yunnan, which experiences seasonal power fluctuations [6]. Group 3: Technological Innovations in Long-Duration Storage - Recent advancements in lithium battery technology have improved cycle life and safety, enabling them to meet long-duration storage market demands [7]. - Companies like CATL and EVE Energy are actively developing long-duration storage solutions, with products like the 628Ah battery from EVE Energy and a collaboration between Quinbrook Infrastructure Partners and CATL for an 8-hour battery storage project in Australia [7][8]. - The global first 1,175Ah long-duration storage battery was announced by Hicharge Energy, showcasing the industry's push towards higher capacity solutions [9].

Core Viewpoint - The article highlights the increasing demand for energy storage solutions driven by the surge in electricity consumption from data centers, with Google making significant investments in long-duration energy storage technologies to meet its clean energy goals by 2030 [1][2][3]. Group 1: Google's Strategic Moves - Google has established a long-term partnership with Energy Dome to deploy carbon dioxide battery technology, marking its first commercial transaction in long-duration energy storage [2][4]. - The collaboration aims to store renewable energy for up to 24 hours, supporting Google's target of achieving 100% clean energy for its data centers by 2030 [3][4]. - Google is also investing directly in Energy Dome to support the development of long-duration energy storage (LDES) technologies and is committed to policy changes to facilitate the deployment of these technologies [4][5]. Group 2: Data Center Energy Demand - The global electricity consumption of data centers is projected to reach 415 TWh in 2024, accounting for 1.5% of global electricity consumption, with an annual growth rate of 12%, expected to double by 2030 [7][10]. - Google's data center electricity usage has surged from 14.4 million MWh in 2020 to 30.8 million MWh in 2024, representing 95.8% of its total electricity consumption, with costs increasing sevenfold since 2014 [4][7]. Group 3: Energy Storage Market Dynamics - The demand for energy storage in data centers is becoming essential, with a projected compound annual growth rate of 76.3%, increasing from 10 GWh in 2024 to approximately 300 GWh by 2030 [10]. - The article notes that the technology landscape is diversifying, with Google betting on carbon dioxide battery technology, while other companies like Tesla and CATL focus on lithium-ion batteries [11][17][18]. Group 4: Technological Innovations - Energy Dome's carbon dioxide battery technology is claimed to outperform lithium-ion batteries in long-duration storage, with a target discharge time of 8-24 hours [13][14]. - Google believes that LDES technology can economically integrate more renewable energy into the power system, potentially saving $540 billion annually by 2040 if deployed at 8 TW globally [14][18].

Core Viewpoint - The progress of Dalian Rongke Energy Group's IPO guidance marks a critical phase in its preparation for listing, attracting attention to the energy storage sector and highlighting the company's position as a leading global vanadium electrolyte supplier [1][3][17] Company Summary - Dalian Rongke Energy, established in 2008, has developed a complete industrial chain from vanadium mining to electrolyte production, with a registered capital of 389 million yuan [5] - The company has achieved an annual vanadium electrolyte production capacity exceeding 40,000 cubic meters, capturing 80% of the global market share, with products supplied to 12 countries and regions including North America, Europe, and Australia [5] - In the first half of 2025, Rongke Energy reported revenue of 1.87 billion yuan, a year-on-year increase of 213%, with overseas revenue accounting for 37%, up 9 percentage points from 2024 [7] Industry Summary - The energy storage industry in China is experiencing explosive growth, with a 272% year-on-year increase in newly operational projects in the first half of 2025, totaling 223.31 MW/1091.24 MWh, with vanadium-based systems dominating at 68% [8][10] - The dual drivers of policy and technology are propelling this growth, with national guidelines aiming for over 50% of long-duration energy storage installations by 2025, and significant technological advancements in vanadium battery systems [10] - The cost of vanadium battery systems is projected to decrease by 42% by 2025, reaching 2.5 yuan/Wh, enhancing the economic competitiveness of vanadium batteries in long-duration energy storage applications [10][16] Technological Advancements - Dalian Rongke has established five national standards for vanadium flow batteries, with its third-generation stack achieving an energy efficiency of 82%, 15 percentage points higher than the industry average in 2023 [7] - The company showcased a 5MW/20MWh containerized energy storage system at the 2025 Hamburg International Energy Storage Conference, featuring fourth-generation stack technology with a power density of 35 kW/m³ [11] - Innovations in mixed storage projects, such as the 400MW/1600MWh project in Xinjiang, demonstrate the economic advantages of integrating vanadium and sodium-ion battery technologies [16] Global Competitive Landscape - Chinese companies are establishing global competitiveness through three industrial clusters, with Dalian Rongke leading the innovation cluster that includes 32 upstream and downstream enterprises [13][15] - By 2025, Chinese enterprises are expected to account for 67% of the global vanadium battery installation market, a significant increase from 2020 [15] - The establishment of international standards, such as IEC 62932-1, led by Dalian Chemical Institute, signifies China's growing influence in the global energy storage market [15] Market Opportunities - The IPO of Dalian Rongke is anticipated to reshape the valuation framework of the energy storage industry, marking a significant transition of long-duration energy storage technology from laboratory to capital market [17] - The company's advancements in vanadium flow battery technology position it as a key player in the construction of new energy systems, driven by its core advantages of safety, longevity, and resource controllability [17]

Core Viewpoint - The commercial energy storage market is undergoing adjustments in the first half of 2025, with companies adapting their strategies in response to changing policies and market conditions, while maintaining a generally optimistic outlook for the second half of the year [2][3][4]. Market Trends - The total scale of user-side energy storage projects reached 1.8GW/4.6GWh in the first half of 2025, representing a 95.66% increase compared to the same period last year, with the number of commercial energy storage projects increasing by 100% [4][9]. - The investment enthusiasm for commercial energy storage is becoming more rational, with larger projects being favored over smaller, more volatile ones [4][7]. Company Performance - Companies like CRRC Zhuzhou Electric achieved over 150% growth in commercial energy storage revenue, successfully landing multiple representative projects [8][9]. - Envision reported rapid growth with nearly 100 projects delivered and over 1,000 energy storage cabinets deployed [8]. - Sungrow Power Supply also saw over 100% growth, driven by increased R&D investment and new product launches [10]. - Trina Solar's shipment volume increased by over 400% compared to last year [9]. - Hongzheng Energy's first-quarter performance nearly matched its entire previous year's output, with expectations to exceed annual targets [11]. Strategic Adjustments - Companies are focusing on long-term strategies and adapting to policy changes, with many expressing confidence in meeting or exceeding annual targets despite regional market adjustments [7][14]. - New energy storage models, such as Envision's "Yiqi Storage" service model, are being introduced to enhance competitiveness [14]. Product Trends - The main trends in commercial energy storage products include large capacity, scene customization, AI integration, and long-duration storage [18][19]. - Over 60% of surveyed companies identified large capacity cells (500kWh+) as a key trend, while over half emphasized the importance of scene customization [19][21]. Technological Developments - The industry is witnessing a shift towards larger, integrated systems with a focus on modular design and flexibility to adapt to various scenarios [26][28]. - Companies are increasingly integrating AI and software solutions to enhance operational efficiency and market responsiveness [33][34]. Global Expansion - Companies like Weiheng Intelligent are expanding their global footprint, with projects in over 38 countries and regions, while GSL Energy is focusing on strategic markets in Europe, the Middle East, and Africa [17][18].

Core Viewpoint - The 2025 TrendBank (Yinchuan) Long-term Energy Storage Industry Conference aimed to build a new ecosystem for long-term energy storage, gathering industry authorities, academic institutions, and enterprises to discuss development directions and strategic layouts for the industry [4][8]. Group 1: Conference Overview - The conference was held on July 15, 2025, in Yinchuan, guided by local government and industry associations, and co-hosted by Shanghai Electric Energy Storage Technology Co., Ltd. [2][4]. - The theme of the conference was "Building a New Ecosystem for Long-term Energy Storage," focusing on creating a high-end, professional, and open communication platform [4]. - The event featured specialized sessions on compressed air, molten salt, hydrogen storage, and flow batteries, highlighting the diverse applications and innovations in long-term energy storage [4][26]. Group 2: Key Discussions and Innovations - Innovations in compressed air energy storage (CAES) were discussed, with expectations for advancements in power ratings from 300MW to 660MW, aiming for higher efficiency and lower costs [10]. - The molten salt storage technology was highlighted for its versatility in various applications, including zero-carbon industrial parks and flexible transformation of thermal power plants [14][16]. - Hydrogen storage was recognized for its potential in large-scale, long-duration energy storage, despite its current lower efficiency compared to other storage methods [18][20]. Group 3: Challenges and Future Directions - The compressed air storage industry faces challenges such as improving system performance, establishing a mature supply chain, and developing stable pricing mechanisms [12]. - The flow battery technology was identified as having significant development potential due to its ability to meet long-duration storage requirements, despite existing challenges in component performance and cost [36][39]. - Discussions included the impact of policy changes on the liquid flow battery industry and strategies for reducing costs and improving energy density [43].

Core Viewpoint - The article emphasizes the importance of government policies and industry collaboration in the long-duration energy storage sector, highlighting the role of awards in recognizing excellence and driving technological advancements within the industry [4][5]. Group 1: Events and Conferences - The 2025 TrendBank Green Hydrogen Industry Conference is scheduled for August 27-28 in Wuxi, Jiangsu [2]. - The 2025 TrendBank (Yinchuan) Long-Duration Energy Storage Industry Conference was held on July 14-15 in Yinchuan, organized in collaboration with Shanghai Electric Energy Storage Technology Co., Ltd. [2]. Group 2: Industry Awards - The article discusses the evaluation process for various awards in the long-duration energy storage sector, including categories such as "Potential Cities," "Industry Technological Strength," "Industry Product Strength," and "Industry Market Strength" [5]. - The awards aim to highlight exemplary cities and pioneering companies that contribute to the industry's progress through technological breakthroughs and ecosystem development [4]. Group 3: Award Winners - **Potential Cities**: Notable cities recognized include Yinchuan, Quanzhou, Yumen, and others across various provinces [6]. - **Industry Product Strength**: Companies such as Zhejiang Huayong Technology Co., Ltd. and Shenzhen Zhonghe Energy Storage Technology Co., Ltd. were acknowledged for their contributions [7]. - **Industry Technological Strength**: Companies like China National Offshore Oil Corporation and Shanghai Electric Shanghai Turbine Factory Co., Ltd. were recognized for their technological advancements [9]. - **Industry Market Strength**: Companies including China Energy Construction Digital Technology Group Co., Ltd. and Shanghai Electric Energy Storage Co., Ltd. received accolades for their market performance [11].

Core Viewpoint - The 2025 TrendBank (Yinchuan) Long-term Energy Storage Industry Conference aims to build a new ecosystem for long-term energy storage, facilitating discussions among industry authorities, academic institutions, and emerging enterprises to accelerate industry development [3][36]. Group 1: Conference Overview - The conference is jointly organized by TrendBank and Shanghai Electric Energy Storage Technology Co., Ltd., with support from local government and industry associations [2][3]. - The event features a high-level platform for professional exchange, focusing on the strategic layout and development direction of the long-term energy storage industry [3][36]. Group 2: Key Presentations - Summer Jia Biao, Deputy General Manager of Shanghai Electric Energy Storage Technology Co., Ltd., presented on the current status and future outlook of the all-vanadium flow battery industry chain, highlighting the construction of nearly 1 million cubic meters of vanadium electrolyte capacity across the country [20][22]. - The "Blue Book on the Development of Long-term Energy Storage Industry (2025)" was released, with key insights shared by industry leaders [23][24]. Group 3: Innovations and Products - New Hydrogen Power Technology Co., Ltd. introduced solid-state hydrogen storage products, emphasizing their capability to achieve storage scales of hundreds of megawatt-hours, suitable for grid-level peak shaving [26][30]. - The solid-state metal hydrogen storage system can store hydrogen for years without loss, making it ideal for strategic energy reserves and remote energy supply [30]. Group 4: Roundtable Discussion - A roundtable forum discussed the integration of hydrogen energy and storage industries in Yinchuan, addressing challenges and future energy landscape expectations [31][35]. - Key topics included identifying prominent challenges in the current development process and strategic areas for future investment [35].

Core Viewpoint - The article highlights the launch of the "TrendBank Long-term Energy Storage Industry Development Blue Book (2025)" during the Long-term Energy Storage Industry Conference held in Yinchuan, focusing on the latest developments in liquid flow batteries, compressed air storage, and hydrogen storage industries for 2024 and 2025 [5][11]. Group 1: Event Details - The Long-term Energy Storage Industry Conference was held on July 14-15, 2025, in Yinchuan, guided by local government and industry associations [5]. - The conference featured the release of the blue book, which aims to discuss optimal paths for the development of the long-term energy storage industry [11]. Group 2: Key Participants - Key speakers at the conference included executives from Shanghai Electric Energy Storage Technology Co., Ltd., the Hangzhou Energy Storage Industry Association, and TrendBank [7]. - The blue book was presented by TrendBank's green energy business research leader, who provided insights into its contents [7]. Group 3: Blue Book Focus - The blue book addresses the latest trends and developments in the long-term energy storage sector, including project dynamics, technology selection, and policy advancements [11]. - It aims to foster discussions within the industry regarding the best strategies for long-term energy storage development [11].

Group 1 - The conference focused on long-duration energy storage and showcased the launch of a 20-kilogram solid-state metal hydrogen storage system by a company specializing in hydrogen technology innovation [1][2] - The event aimed to create a platform for technical exchange and industry collaboration, highlighting Yinchuan's advantages and achievements in the energy storage sector [1] - Long-duration energy storage is seen as a critical component in supporting the large-scale integration of renewable energy and ensuring grid stability, presenting significant growth opportunities [1] Group 2 - Hydrogen storage is recognized as a core technology path in long-duration energy storage due to its high energy density, long storage cycle, and cross-domain applicability [1] - The company’s solid-state metal hydrogen storage system can be applied directly to heavy logistics vehicles and can be modularly combined for various energy storage needs [2] - The system, in conjunction with fuel cell power generation, can achieve hydrogen storage of 20 kilograms and generate power at temperatures between 360 to 400 degrees [2]