连亏七个季度的光伏行业要走出困境，仍有待国家层面的"反内卷"取得更进一步的实质性进展。与此形成鲜明对比的是，和光伏堪称孪 生的储能行业，近期在市场的关注度正急剧上升。储能热度高企，不仅在产业端出现"一芯难求"的行情，在二级市场上更以66.80%的近 一年涨幅（储能指数，884790.WI）大幅跑赢沪深300（涨幅15.50%）。 颇有意思的是，在这场全球能源变革的大潮中，中国光伏民营企业在储能上的战略选择与进化节奏不尽相同。第一财经记者注意到，不 同于通威股份（600438.SH）、隆基绿能（601012.SH）等"略显犹豫"的头部光伏厂商，天合光能（688599.SH）已将储能业务板块的定位 拔到第二增长曲线的高度，6月份为天合储能增资8.07亿元，9月份披露签署2.48GWh大单。 那么公司后续在储能板块有何战略规划？怎么看待眼下储能行业"内卷"生态？就这些问题，第一财经记者国庆假期期间采访了天合光能 储能事业部总裁杨豹。 电芯自研自供背后 行业机构Infolink Consulting发布的全球储能系统出货量报告显示，2024年，天合储能位列全球储能系统集成商中国企业第九，在中国、 英国、澳大利亚市场进 ...

原标题：央企AI视界丨贝侬 贝侬，是壮语中对亲朋好友的称呼，随着油气管网的建设，广西来了很多穿橙色衣服的"贝侬"，他们让 社区有了管道天然气，让用天然气比用自来水还要方便。从烧木柴到使用天然气，百姓是能源变革的见 证者、亲历者、受益者。千百年来的孜孜以求，如今，终梦圆。 ...

Core Viewpoint - The article highlights the significant growth and opportunities in the energy storage industry, particularly focusing on CATL's recent achievements and financial performance, indicating a robust market demand driven by global energy transformation efforts [1][2]. Group 1: Project Announcements - On August 4, CATL won a bid for a 500,000 kW/2,000,000 kWh energy storage project in Tongliao, with a total contract value of 1.258 billion yuan, translating to a unit price of 0.629 yuan/Wh [1]. - This project follows CATL's previous order from Vanda RE for a 2.2 GWh battery storage system, marking it as one of the largest single storage orders in Southeast Asia [1]. Group 2: Financial Performance - In the first half of 2025, CATL reported revenue of 178.886 billion yuan, a year-on-year increase of 7.27%, and a net profit attributable to shareholders of 30.5 billion yuan, up 33.33% [2]. - The company plans to distribute a cash dividend of 10.07 yuan per 10 shares, totaling 4.573 billion yuan [2]. Group 3: Product Performance - Revenue from CATL's energy storage battery systems was 28.4 billion yuan, a slight decline of 1.47% year-on-year, while the gross margin for this segment increased to 25.52%, up 1.11% [2]. - The revenue from the power battery system reached 131.573 billion yuan, reflecting a growth of 16.80%, although its gross margin decreased to 22.41%, down 1.07% [2]. Group 4: Market Outlook - CATL anticipates continued rapid growth in the energy storage battery market, driven by the global shift towards clean energy, increased installation of wind and solar power, and advancements in storage technology [2].

Core Viewpoint - The article reflects on the 20-year journey of State Grid Zhejiang Electric Power, emphasizing its commitment to the importance of electricity and the resilience of the power grid, which is described as a "lifeline" for society and the economy [2][4][29]. Group 1: Historical Context - The phrase "Electricity is of utmost importance, and the power grid is the lifeline" was introduced during a critical moment in 2005 when Typhoon "Haikang" struck, highlighting the challenges faced by the power sector [2][4][18]. - The article recounts the severe impact of Typhoon "Haikang" in 2005, which caused significant power outages affecting nearly 500,000 people in Rui'an City [11][18]. Group 2: Response and Recovery - In response to the disaster, over 70 repair workers worked tirelessly for seven days and nights to restore power, marking a record in power restoration history [16][17]. - The collaborative effort involved transporting backup transformers from different locations, showcasing the coordinated response of the entire provincial power system [17][18]. Group 3: Evolution and Improvement - Over the past two decades, the Zhejiang power grid has significantly improved its resilience and response times to natural disasters, with restoration times decreasing from days to hours [30][39]. - The highest electricity load in Zhejiang has increased from 25.4 million kilowatts to 126 million kilowatts, with total electricity consumption growing by 3.9 times, reflecting the region's economic growth [43][40]. Group 4: Future Outlook - The company is transitioning towards a smarter and greener power system, aiming for a more reliable and efficient electricity supply for the future [43][40]. - The commitment to maintaining a robust power grid continues, ensuring that the phrase "Electricity is of utmost importance" remains a guiding principle for the company [45].

Core Insights - The article highlights the increasing focus of ultra-high-net-worth individuals and family offices on renewable energy investments, marking a shift in capital allocation logic amidst the energy transition [1][2][4]. Investment Trends - The "Breakthrough Energy Alliance," founded by prominent figures like Bill Gates and Jack Ma, aims to promote the commercialization of clean energy technologies through investments [2][4]. - The "Breakthrough Energy Ventures fund" (BEV) has raised over $3.5 billion and invested in over 120 companies in cutting-edge fields such as nuclear fusion, lithium batteries, and hydrogen energy [4][5]. Family Office Strategies - Family offices are increasingly viewing renewable energy not just as a single investment avenue but as a strategic asset class for risk hedging and growth [6][14]. - A "core + satellite" investment strategy is commonly adopted, where core investments are in stable clean energy assets, while satellite investments target high-risk, high-growth energy tech companies [6][14]. Infrastructure Investment - A survey of 175 family offices revealed a strong optimism towards infrastructure investments, with 75% of respondents viewing this asset class favorably [12]. - Family offices are focusing on transitional infrastructure, such as data centers and solar panels, rather than traditional assets like toll roads [12][14]. Investment Participation Methods - Family offices engage in renewable energy investments through three primary methods: providing financing for projects, directly investing in clean tech startups, and building and operating renewable energy assets [15][18]. - Notable examples include Guzman Energy Group receiving $130 million in mezzanine debt from the Walton Family Office, and family offices like Treehouse Management developing their own renewable projects [16][19]. Active Family Offices in Renewable Energy - Several family offices are actively investing in renewable energy, including Capricorn Investment Group, Formica Capital, and Vulcan Capital, each with significant commitments to sustainable investments [20]. Conclusion - The article emphasizes that family capital is becoming a silent driver of the energy revolution, reflecting a unique patience and vision in long-term investment strategies [20].

Group 1 - The 18th High-tech Lithium Battery Industry Summit focuses on the restructuring of the industry chain and the resonance of all-scenario applications [1] - The 2025 High-tech New Energy Materials Industry Conference will explore the role of AI in leading energy transformation [1] Group 2 - The organizing units for the events include High-tech Lithium Battery, High-tech Energy Storage, and High-tech Industry Research Institute (GGII) [2] - The first conference is scheduled for June 25-26, 2025, at the Marriott Hotel in Jintan, Changzhou [2] - The second conference will take place on July 8-9, 2025, in Qionglai, Chengdu, China [2]

Core Viewpoint - The SNEC PV+2025 International Solar Energy and Smart Energy Conference and Exhibition was held in Shanghai, where Midea Group showcased its energy strategy focusing on "storage + heat pump + AI" to drive energy transformation [2] Company Overview - Midea Group's energy division includes commercial and residential energy solutions, large-scale ground storage, green buildings, and smart manufacturing, providing comprehensive energy solutions across multiple scenarios [2] - Beijing Hekang New Energy Technology Co., Ltd., a subsidiary of Midea Group, is set to launch multiple product series and solutions in the renewable energy sector during the exhibition [2] Product Launches - Hekang New Energy successfully launched its first home energy storage integrated machine in the German market in 2024, gaining market recognition for its performance, reliability, and safety [3] - At the SNEC PV+2025, Hekang New Energy introduced its second-generation home energy storage product matrix, which includes both integrated and split storage systems, covering high and low voltage products for various global markets [3] Technological Innovations - Hekang New Energy unveiled a virtual power plant aggregation platform that utilizes IoT and big data for energy management, integrating distributed solar and storage resources for real-time monitoring and unified control [4] - The company also launched the second-generation Midea Villa Green Power product, which features enhanced capacity and flexibility in charging and discharging based on local electricity pricing [4]

Core Viewpoint - The article discusses the third bidding process for the purchase of 10 hydrogen energy buses by a city bus company, with a budget of 16 million yuan, and highlights the importance of this project in promoting green energy transportation [1][2]. Group 1: Project Overview - Project Number: GZFCG2025-26960, aimed at acquiring 10 hydrogen energy buses through an open bidding process [2]. - The total budget for the project is set at 16 million yuan, which is also the maximum price limit for bids [2]. Group 2: Contract and Eligibility Requirements - The delivery and acceptance of the buses must be completed within 60 calendar days after the contract is signed [3]. - The project does not accept joint bids and requires bidders to meet specific qualifications as per the Government Procurement Law of the People's Republic of China [3][4]. - Bidders must comply with various government procurement policies aimed at supporting small and medium enterprises, environmental protection, and energy conservation [4][5]. Group 3: Bidding Process - Bidding documents can be obtained online from May 22 to May 29, 2025, at no cost [6]. - The deadline for submitting bids is June 11, 2025, at 11:00 AM, with the opening of bids taking place at the Public Resource Trading Center in Shannan City [6][7]. Group 4: Contact Information - The procurement is managed by the Shannan Economic and Information Technology Bureau, with contact details provided for inquiries [8][9].

Core Viewpoint - The hydrogen energy industry is experiencing rapid development, with significant advancements in technology and increasing global attention, particularly in China, which is the world's largest hydrogen producer [2][3]. Industry Overview - The global hydrogen production capacity is approximately 330 million tons annually, with China leading in production and technological advancements across the hydrogen value chain [2]. - The hydrogen energy market is expected to grow significantly, with projections indicating that China's hydrogen industry could reach a value of 5 trillion yuan from 2026 to 2035 [2]. Company Initiatives - The company focuses on technological innovation to address high production costs, with green hydrogen production costs being four times higher than traditional methods [3]. - The company has developed a comprehensive technology layout covering fuel cell systems, achieving over 55% efficiency in fuel cell engines and reducing unit power costs [3]. - Collaborations with upstream and downstream enterprises are being pursued to promote an integrated model of hydrogen production, storage, and utilization [3]. Technological Achievements - The company has developed a diverse range of fuel cell engines, with power ratings from 20 to 400 kW, and has achieved over 30 MW of installed capacity [4]. - The company has undertaken national-level projects with funding exceeding 65 million yuan, establishing a full-process R&D capability from stack development to system integration [4]. - The company has developed a fuel cell controller capable of operating in extreme conditions, enhancing its competitive edge in the domestic market [4]. Competitive Advantages - The company possesses vertical integration capabilities across the hydrogen energy value chain, allowing for rapid customization and response to client needs [5]. - It offers tailored solutions for various application scenarios, ensuring precise service delivery [5]. - The company has validated its technology through extensive application across multiple regions, demonstrating reliability and economic viability [5]. Future Development Plans - The company plans to focus on breakthroughs in high-power fuel cell systems, with R&D investment expected to exceed 15% of revenue and the goal of reducing system costs by 30% [6]. - It aims to expand its market presence in challenging decarbonization sectors, targeting an annual installed capacity of 100 MW by 2028 [6]. - The establishment of a "Hydrogen Power Innovation Alliance" is planned to foster cross-industry collaboration and standard-setting, aiming to position China as a global leader in hydrogen technology [6].

Core Insights - The establishment of Tianqi Lithium's Innovation Research Institute marks a significant milestone in the company's R&D journey, focusing on next-generation high-performance lithium battery materials and related technologies [1][3] - The research institute aims to enhance collaboration within the lithium battery industry and contribute to the development of a world-class lithium battery industrial base in Sichuan [1][4] Group 1: Research and Development - The Innovation Research Institute has a total construction area of over 4,500 square meters and will focus on key areas such as mineral resource utilization, new lithium extraction technologies, and battery recycling [1][4] - Key R&D achievements include the world's first lithium sulfide preparation technology for solid-state electrolytes, which can improve battery energy density and safety [4][5] - The institute is positioned as a center for attracting high-level research talent and facilitating knowledge exchange, thereby supporting regional economic development [5][6] Group 2: Industry Impact and Collaboration - Tianqi Lithium's chairman emphasized the company's commitment to driving energy transformation and green transition through technological innovation, positioning lithium as a critical resource in the new energy era [3][6] - The third Innovation Season attracted 39 high-quality innovation projects, fostering collaboration with multiple universities and research institutions to advance solid-state battery materials and technologies [6][7] - The company plans to launch over 20 company-level R&D projects in 2024, aiming for a record number of patent applications and publications [7]