在全球能源转型的浪潮中，中国储能产业正处在转型升级的关键节点。当前，海外订单呈现爆发式增 长，中国企业凭借全产业链优势抢占全球市场。与此同时，被视为下一代电池技术的固态电池也从实验 室加速迈向产业化前端。中国锂电产业的主导地位能否延续？未来增长的动力何在？ 近日，海博思创创始人、董事长、首席执行官张剑辉受邀做客央视《对话》节目，与多位储能产业领军 人物及行业专家一起，探讨中国锂电的进化路径，共话行业未来发展新图景。 转折出现在2025年136号文的出台，政策推动储能市场实现从价格导向到价值导向的根本性变革。张剑 辉表示，今年6月起，更多独立储能电站进入市场化投资行列，市场主体从原来的配储订单主导，向以 盈利为目标的储能电站运营模式转变。"投资者不再单纯关注前端设备价格，而是更看重储能电站的核 心品质——效率、寿命与可靠性，企业需要依靠储能设备实现持续盈利，商业模式发生了深刻转变。" 拓展全球蓝海，加速储能价值链闭环 近几年，储能行业的海外需求爆发。张剑辉提到，"走出去"已成为中国锂电及储能行业的集体共识，海 外市场正成为承载行业增长的重要蓝海。中国储能市场装机规模约占全球40%，但中国企业生产的储能 电池及储 ...

本报讯(记者向炎涛)在全球能源转型的浪潮中，中国储能产业正处在转型升级的关键节点。当前，海外 订单呈现爆发式增长，中国企业凭借全产业链优势抢占全球市场。与此同时，被视为下一代电池技术的 固态电池也从实验室加速迈向产业化前端。中国锂电产业的主导地位能否延续？未来增长的动力何在？ 近日，北京海博思创科技股份有限公司(以下简称"海博思创")创始人、董事长、首席执行官张剑辉受邀 做客央视《对话》节目，与多位储能产业领军人物及行业专家一起，探讨中国锂电的进化路径，共话行 业未来发展新图景。 "绿电加储能，或许是未来终极能源解决方式之一"，张剑辉指出，绿色低碳的发展，已成为社会进步的 标志。清洁能源替代化石能源成为不可逆转的行业发展方向，而风电、光伏等绿电作为清洁能源的关键 主体，其不稳定性与不连续性，制约了大规模应用。在此背景下，储能技术的重要性愈发凸显，其稳定 功率输出、平滑电力波动的作用，让绿电能够更可靠地满足各类用电需求，成为绿电并网过程中不可或 缺的"稳定器"。 张剑辉指出，半固态电池作为全固态电池的过渡技术，已率先实现产业化应用："我们与卫蓝新能源合 作的半固态电池储能产品，已开始批量投入实际场景，有效提升了 ...

天眼查显示，近日，海南轻绿科技有限公司成立，法定代表人为杨坤，注册资本200万人民币，由四川 轻绿科技有限公司全资持股。 企业名称海南轻绿科技有限公司法定代表人杨坤注册资本200万人民币国标行业科学研究和技术服务业 >科技推广和应用服务业>技术推广服务地址海南省三亚市崖州区崖州湾科技城高新区百泰产业园3号楼 六层618室企业类型有限责任公司（非自然人投资或控股的法人独资）营业期限2025-12-24至无固定期 限登记机关海南省市场监督管理局 来源：市场资讯 经营范围含一般经营项目：新兴能源技术研发；电池销售；新能源原动设备销售；技术服务、技术开 发、技术咨询、技术交流、技术转让、技术推广；金属包装容器及材料制造；助动自行车、代步车及零 配件销售；通用设备修理；储能技术服务；共享自行车服务；电动自行车维修；电动自行车销售；互联 网数据服务；数据处理服务；数据处理和存储支持服务；智能无人飞行器制造；智能无人飞行器销售； 货物进出口；技术进出口；电池制造；新材料技术研发（经营范围中的一般经营项目依法自主开展经营 活动，通过国家企业信用信息公示系统（海南）向社会公示） 序号股东名称持股比例1四川轻绿科技有限公司100 ...

插播： 1月8日，中车株洲所、阳光电源、弘正储能、海辰储能、海尔新能源、融和元储、华储电气、天合光能、星星充电、星纪云能、汇能科技等超30 家企业出席【行家说储能开盛年会】，报名欢迎联系行家说储能辛迪 Cindy：15989092696 （微信同号） 近日，据行家说储能获悉，又有3企储能项目有了新进展，分别是全球首个部署特斯拉Megablock技术的866MWh大型储能系统的储能电站项目正式开工； 上能电气向印度交付576MW储能变流器；东方日升拿下两企共计80MWh工商储订单，3个项目合计总容量达1.45GWh。 据了解，Megablock是特斯拉今年发布的革命性储能架构,将4台Megapack 3设备集成为单个预制化即插即用模块,单体容量达20MWh，该系统可使安装速 度提升23%,建设成本降低40%。该技术采用新型柔性母线组件,消除了地面电缆需求,实现248MWh/英亩的场地级密度。系统拥有25年使用寿命,可承受超过 1万次充放电循环,中压往返效率达91%。 ▋ 上能电气：交付576MW储能变流器 据上能电气官方消息， 近日，上能电气向印度Khavda能源基地顺利交付576MW储能变流器 ，此次交付标志 ...

Core Viewpoint - The establishment of Jingyu (Tonghe County) Energy Storage Technology Co., Ltd. indicates a growing focus on energy storage solutions in China, with a registered capital of 5 million RMB and full ownership by Harbin Tuoxi Energy Storage Technology Co., Ltd. [1] Company Summary - Company Name: Jingyu (Tonghe County) Energy Storage Technology Co., Ltd. [1] - Legal Representative: Jiang Fengjuan [1] - Registered Capital: 5 million RMB [1] - Ownership: 100% owned by Harbin Tuoxi Energy Storage Technology Co., Ltd. [1] - Business Scope: Includes energy storage technology services, technical services, development, consulting, and sales of batteries and related equipment [1] Industry Summary - Industry Classification: Scientific research and technical services, specifically in engineering and technology research and development [1] - Location: Harbin City, Tonghe County, Heilongjiang Province, China [1] - Business Duration: Until December 22, 2025, with no fixed term [1] - Registration Authority: Tonghe County Market Supervision Administration [1]

格隆汇12月19日丨智光电气(002169.SZ)在互动平台表示，公司自行研发及生产除电芯外储能系统中的 PCS、BMS、EMS等核心设备与系统，能适配各种类型电芯以及包括电化学储能在内的不同技术路线储 能系统。考虑到资本开支巨大及当前市场上电芯产能的客观情况，公司暂无自研或收购电芯公司的计 划。 ...

Core Viewpoint - China Energy Construction Corporation (China Energy) has introduced innovative technology paths for large-capacity and high-safety energy storage systems, leveraging new semi-solid state batteries and advanced converter technologies [2] Group 1: Technology Development - The company has developed a large-capacity, high-safety energy storage system based on new semi-solid state batteries, hundred-megawatt level composite converters, and active safety technologies [2] - The energy storage system is scalable from 25MW to 100MW, indicating significant flexibility in deployment [2] Group 2: Application and Implementation - The hundred-megawatt semi-solid lithium-ion battery energy storage system has been applied in the new electrochemical energy storage power station project located in Guangdong Huadian, Shantou Overseas Chinese Management Area [2]

Core Insights - The article highlights the inauguration of the Zhaoyang Electrolyte Production Base by Zhaoyang Energy Storage Technology Co., Ltd. in Hubei, which is set to significantly contribute to the electrolyte market and vanadium product research [1] Group 1: Project Overview - The electrolyte production base covers an area of 153 acres and is designed to produce 2 GWh of electrolyte and 10,000 tons of crude vanadium purification annually [1] - The first phase of the project involves an investment of over 200 million yuan, featuring two automated production lines for electrolytes and three pilot lines along with an analysis and testing platform [1] - The projected output value of the vanadium electrolyte is approximately 1.5 billion yuan, with expected revenue exceeding 100 million yuan by 2025 [1] Group 2: Future Developments - The second phase aims to achieve 1 GWh of electrolyte production capacity by the end of 2026 [1] - The third phase, focusing on 10,000 tons of crude vanadium purification, is anticipated to be completed by the end of June 2027 [1]

Core Insights - The event titled "2025 (10th) Lithium Battery Industry Annual Conference and Lithium Battery Golden Tripod Award Ceremony & Qidian Research 10th Anniversary Celebration" will take place on December 18-19, 2025, in Shenzhen, China [5][6]. - The theme of the event is "New Cycle, New Technology, New Ecology," focusing on advancements in lithium battery technology and user-side energy storage solutions [5][6]. Event Structure - The event will feature various sessions, including a keynote address by the Chairman of Qidian Research, Li Zhenqiang, and multiple specialized forums on cylindrical battery technology and innovations in battery materials and processes [6][7][8]. - Notable companies participating include Ningde Times, BYD, and other key players in the lithium battery and energy storage sectors [3][6][9]. Key Topics and Presentations - The first day will cover topics such as the release of the "2025 Global Lithium Battery Industry White Paper," advancements in cylindrical battery technology, and discussions on the future of small power batteries [6][7]. - The second day will focus on user-side energy storage, including the release of the "2025 Global User-Side Energy Storage Industry White Paper" and discussions on the application of battery technology in various scenarios [8][9]. Sponsorship and Participation - The event is sponsored by various companies, including Pianneng Technology and Yifei Laser, with additional support from numerous other firms in the lithium battery and energy storage industries [3][5]. - A special dinner will be held to celebrate the 10th anniversary of Qidian Research, featuring speeches from industry leaders and the presentation of the Lithium Battery Golden Tripod Awards [9][10].

Core Viewpoint - Elon Musk criticized the investment in small nuclear fusion reactors, arguing that the sun serves as a free and efficient nuclear fusion reactor, making such investments "super dumb" [1][2]. Group 1: Investment Landscape in Nuclear Fusion - Significant investments in nuclear fusion have been made by prominent figures in Silicon Valley, including Bill Gates, Jeff Bezos, and Sam Altman, with nearly $10 billion in private capital expected to flow into the sector by July 2025 [5][6]. - The fusion industry is viewed as a long-term infrastructure investment rather than a typical "hot trend," with a focus on developing a "civilization-level infrastructure" that could reshape human technological capabilities [5][6]. - Commonwealth Fusion Systems (CFS) has raised nearly $3 billion, focusing on high-temperature superconducting tokamak technology, which is seen as a promising path toward practical fusion energy [6][7]. Group 2: Diverging Perspectives on Nuclear Fusion - Musk's skepticism towards nuclear fusion highlights the engineering challenges and economic impracticalities associated with terrestrial fusion reactors, which he believes cannot compete with solar energy [15][17]. - The narrative surrounding nuclear fusion as a source of "unlimited energy" continues to attract investment, despite repeated delays in its commercialization [13][14]. - Musk argues that the costs and complexities of developing nuclear fusion reactors are not justified when solar energy has become significantly cheaper and more efficient [16][18]. Group 3: Alternative Energy Strategies - Musk advocates for solar energy and energy storage technologies as the most viable and economically sound solutions for future energy needs, proposing a comprehensive approach that includes both terrestrial and space-based solar energy systems [18][19]. - The concept of deploying solar AI satellites in near-Earth orbit aims to leverage the advantages of space for energy collection, providing continuous power without the limitations faced by ground-based solar systems [19][20]. - The ongoing debate between nuclear fusion and solar energy reflects broader themes in energy transition, emphasizing the need for a balanced approach to risk and return in energy investments [21].