经营范围含许可项目：发电业务、输电业务、供（配）电业务；输电、供电、受电电力设施的安装、维 修和试验。（依法须经批准的项目，经相关部门批准后方可开展经营活动，具体经营项目以相关部门批 准文件或许可证件为准）太阳能发电技术服务；合同能源管理；风机、风扇销售；太阳能热发电产品销 售；光伏发电设备租赁；太阳能热利用产品销售；太阳能热利用装备销售；技术服务、技术开发、技术 咨询、技术交流、技术转让、技术推广；社会经济咨询服务；企业管理；企业管理咨询；光伏设备及元 器件销售；电力行业高效节能技术研发；信息技术咨询服务；信息咨询服务（不含许可类信息咨询服 务）；储能技术服务；新兴能源技术研发；新能源原动设备销售；节能管理服务；工程管理服务；货物 进出口；技术进出口；进出口代理；租赁服务（不含许可类租赁服务）；国内贸易代理；园区管理服 务；智能农业管理；土地使用权租赁；风力发电技术服务。（除依法须经批准的项目外，凭营业执照依 法自主开展经营活动） 企业名称三明市将乐时锦时储能有限公司法定代表人杨子锋注册资本1000万人民币国标行业电力、热 力、燃气及水生产和供应业>电力、热力生产和供应业>电力生产地址福建省将乐县白莲镇莲心 ...

Core Viewpoint - The collaboration between TaiLan New Energy and NanDu Power aims to create ultra-safe energy storage solutions by combining their respective strengths in battery cells and energy storage systems [1][2][6]. Group 1: Collaboration History - The partnership began in December last year, focusing on solid-state battery technology for energy storage applications, with the goal of commercializing high-safety solid-state batteries [2]. - TaiLan has developed various battery products, including a 783Ah ultra-large capacity solid-state battery specifically for energy storage [3]. Group 2: Product Development - On May 30, TaiLan and NanDu announced the development of a supercharging battery that supports a 6C fast charging mode, capable of charging from 0 to 80% in under 10 minutes [4]. - The supercharging battery incorporates innovative structural and material designs to enhance thermal management and performance across a wide temperature range of -30°C to -55°C [4][8]. Group 3: Strengths in Energy Storage - TaiLan's Safe+ series, originally designed for power batteries, is now being adapted for energy storage, emphasizing safety and flexibility in performance adjustments based on different application scenarios [7]. - NanDu Power is focusing on battery pack and energy storage system advancements, including the introduction of high thermal conductivity materials and advanced cooling designs to ensure temperature stability [8]. Group 4: Market Positioning - The collaboration is seen as a necessary response to increasing competition in the energy storage industry, with both companies leveraging their expertise to create superior products [9]. - NanDu has launched significant products in the energy storage sector, including a 20-foot 8.338MWh storage system and a 6.25MWh liquid-cooled energy storage system, showcasing their commitment to innovation and efficiency [9].

Core Viewpoint - The article highlights the significant advancements and opportunities in the global energy storage market, particularly focusing on the achievements and innovations of Desay Battery in the context of the SNEC 2025 exhibition [2][3][16]. Group 1: Market Insights - The increasing share of renewable energy is transforming the global energy landscape, posing challenges to grid stability and flexibility. It is projected that Europe will add approximately 29.7 GWh of new storage capacity by 2025, with cumulative installations expected to exceed 400 GWh by 2029 [3]. - Desay Battery has established a partnership with Finland's Letho Group for a 200 MWh energy storage project, utilizing a 5 MWh liquid-cooled storage system to provide rapid frequency response and optimize revenue models through energy arbitrage [4]. Group 2: Product Innovations - Desay Battery introduced the DESAY UPS 2.0 solution with a storage capacity of 49 kWh, designed for high-quality power supply scenarios such as data centers and communication bases, featuring a 300 kVA output and an 8C discharge capability [6]. - The Vita 5 MWh storage system, showcased at SNEC, operates effectively in extreme temperatures from -20°C to 50°C, and its cloud-based digital twin maintenance platform enhances remote diagnostics and reduces operational costs by 40% [9]. Group 3: Safety and Efficiency - Safety and efficiency are emphasized as core values in energy storage. Desay Battery's products, including the Lumos series, are designed with a three-tier safety protection system and have passed rigorous safety tests [10][11]. - The company focuses on the safety of battery cells, offering a range of lithium and sodium-ion batteries with high energy density and long cycle life, ensuring lower energy costs and higher returns on investment [11][13]. Group 4: Global Strategy and Development - Desay Battery has been serving global clients for over 20 years, continuously enhancing its R&D capabilities and establishing a comprehensive supply chain with manufacturing bases in China and Vietnam, as well as localized service platforms in North America and Europe [14][16]. - The company is committed to driving technological innovation and customer-centric solutions to support a safer, more efficient, and sustainable energy future [16].

会议预告 第十八届高工锂电产业峰会 ——产业链格局重整 全场景应用共振 主办单位： 高工锂电、高工产业研究院（GGII） 会议时间： 2025年6月25-26日 会议地点： 常州·金坛万豪酒店 2025高工新能源新材料产业大会 —— AI+新材料 引领能源变革 主办单位： 高工锂电、高工储能、高工产业研究院（GGII） 会议时间： 2025年7月8日-9日 会议地点： 中国成都邛崃 2025年，储能行业对大电芯技术路线的争论愈发激烈。 一些企业认为"电芯尺寸越大集成效率越高"，但实际中因电芯规格超限导致运输违规、存在安全隐患的情况时有发生。 当行业在技术狂热与工程限制之间徘徊不定时， 6月10日，宁德时代宣布量产587Ah储能专用电芯，凭借多维度平衡的技术路径，为大电芯的发展开 辟了新的方向。 （图片源自宁德时代） 安全纬度： 三维体系保障安全，破解运输难题 当储能行业盲目追求电芯容量突破时，多地频发的运输违规事件与系统起火事故，正将大电芯=高风险的认知推向行业共识。 同时，该电芯严格遵循45吨危险品运输限重标准，从系统集成端杜绝了超重违规隐患，为储能项目的全生命周期安全奠定了坚实基础。 市场迫切需要一套既能 ...

会议预告 第十八届高工锂电产业峰会 ——产业链格局重整 全场景应用共振 主办单位： 高工锂电、高工产业研究院（GGII） 会议时间： 2025年6月25-26日 会议地点： 常州·金坛万豪酒店 2025高工新能源新材料产业大会 —— AI+新材料 引领能源变革 主办单位： 高工锂电、高工储能、高工产业研究院（GGII） 会议时间： 2025年7月8日-9日 会议地点： 中国成都邛崃 2025年，储能行业对大电芯技术路线的争论愈发激烈。 一些企业认为"电芯尺寸越大集成效率越高"，但实际中因电芯规格超限导致运输违规、存在安全隐患的情况时有发生。 当行业在技术狂热与工程限制之间徘徊不定时， 6月10日，宁德时代宣布量产587Ah储能专用电芯，凭借多维度平衡的技术路径，为大电芯的发展开 辟了新的方向。 （图片源自宁德时代） 安全纬度： 三维体系保障安全，破解运输难题 当储能行业盲目追求电芯容量突破时，多地频发的运输违规事件与系统起火事故，正将大电芯=高风险的认知推向行业共识。 市场迫切需要一套既能释放大容量电芯集成优势，又能从本质上遏制安全隐患的解决方案。 宁德时代587Ah电芯构建起由电解液、阳极、隔离膜组成的三维 ...

Core Viewpoint - CATL officially announced the mass production and delivery of the next-generation large-capacity energy storage cell, the 587Ah cell, emphasizing the creation of real value and exploring optimal solutions for the next generation of energy storage cells [1][3]. Group 1: Product Development and Features - The 587Ah cell has undergone three years of research and testing, achieving a balance between legal compliance, system integration, and electrochemistry [3]. - The cell has improved integration space utilization, reducing the total number of system components from 30,000 to 18,000, while adhering to safety regulations for hazardous materials transport [5]. - The 587Ah cell has enhanced safety, energy density, lifespan, and system efficiency, with a 5% increase in lifecycle return on investment compared to the previous generation [5]. Group 2: Manufacturing and Quality - The 587Ah cell boasts industry-leading quality and delivery capabilities, achieving a single defect rate at the PPB level (parts per billion) and a safety control level of 7.5 sigma, with a 50% increase in production rhythm and a 57% reduction in carbon emissions [7]. Group 3: Performance and Reliability - The energy density of the 587Ah cell reaches 434Wh/L, a 10% improvement over the previous generation, with a 25% increase in system energy density [9]. - The cell features a remarkable round-trip energy efficiency (RTE) initial value of 96.5%, and innovative self-healing electrolyte technology contributes to its long lifespan [9]. - The 587Ah cell significantly enhances reliability, with a fault rate one order of magnitude lower than traditional stacked batteries [9]. Group 4: Safety Standards - The cell incorporates a "three-dimensional defense system" consisting of safe electrolytes, non-propagating anodes, and heat-resistant separators, ensuring it does not catch fire or explode under overcharge, thermal runaway, or puncture conditions [9]. - The 587Ah cell has passed national mandatory standards tests, including GB/T 36276 and GB 44240 [9]. Group 5: Market Position and Future Outlook - CATL has continuously iterated its energy storage cell standards, with over 256GWh deployed globally across more than 1,000 projects, maintaining a zero-accident record [10]. - The 587Ah cell is positioned to set a new benchmark for quality and value in the energy storage industry amid the dual drivers of policy and market transformation [10].

每经记者｜胥帅 每经编辑｜董兴生 储能是近两年的热点产业，这一领域还出现了液流电池、锂电池等多个技术路线。液流电池的主流路线 是钒电池，相比锂电池的成熟度，钒电池还处在快速发展初期。 6月10日，"2025中国钒钛产业发展报告发布会"在成都举行，《2025中国钒钛产业发展微报告》正式发 布，报告由国家钒钛产业联盟牵头编制，推出了《中国钒产业发展报告（2025）》和《中国钛产业发展 报告（2025）》。《每日经济新闻》记者了解到，去年钒制品在钢铁领域的应用占比持续下降，而在储 能领域应用占比达到16.3%，远高于国外的9.93%。 作为储能电池的一种技术路线，钒电池的市场关注度较高。然而，相比主流的锂电池，钒电池还在发展 的初期阶段。 相关研究报告预计，2025年钒电池新增规模将达到2.3GW，2030年新增量将达到4.5GW，届时钒电池储 能项目累计装机量将达到24GW。相比2021年中国钒电池新增装机量0.13GW，这已经是一个很大的进 步。 《2025中国钒钛产业发展微报告》显示，中国钒产业领域形成龙头恒强的格局，涌现了大连融科储能技 术发展有限公司（以下简称"大连融科"）、上海电气等液流储能科技企业。在 ...

Core Viewpoint - The company aims to expand its solar power capacity significantly while navigating regulatory changes and enhancing its project portfolio both domestically and internationally [2][5]. Group 1: Company Operations and Strategy - By the end of 2025, the company targets a total operational, under construction, and planned solar power capacity exceeding 13.6 GW [2]. - As of the end of 2024, the company operates approximately 6.076 GW of solar power stations, with about 2.081 GW under construction and a project reserve of around 17 GW [3]. - The company is actively exploring various types of energy storage projects, including commercial storage and independent storage, while also researching advanced storage technologies [4]. Group 2: Regulatory and Market Environment - The implementation of the 136 document and its guidelines is a critical focus for the renewable energy sector, influencing future development strategies [2]. - The company is closely monitoring the rollout of electricity trading policies across different provinces to adapt its operational strategies accordingly [2]. Group 3: International Expansion - The company has established an overseas business department and is in discussions with relevant authorities in Sri Lanka, Indonesia, and Uzbekistan, with a signed MOU with the Kyrgyzstan National Investment Agency [5]. - The focus for the next two years will be on accelerating investments in solar power projects along the Belt and Road Initiative [5]. Group 4: Financial Performance - In Q1 2025, the company reported a main revenue of 1.3 billion yuan, a year-on-year decrease of 7.8%, and a net profit of 289 million yuan, down 17.62% year-on-year [8]. - The company has a debt ratio of 52.22% and financial expenses amounting to 141 million yuan, with a gross profit margin of 44.79% [8].

Group 1: Company Overview and Strategy - The company aims to exceed a total scale of 13.6 GW for operational, under-construction, and planned power stations by the end of 2025 [2][3] - The implementation of Document No. 136 is a key focus for the renewable energy industry, with ongoing monitoring of provincial power trading policies [3] Group 2: Project Status - As of the end of 2024, the company operates approximately 6.076 GW of power stations, with about 2.081 GW under construction and a reserve of around 17 GW [4] Group 3: Energy Storage Initiatives - The company is expanding its energy storage project types, currently having photovoltaic storage projects and exploring commercial and independent storage projects [5] - Ongoing research into grid-type storage technology and long-duration storage technologies such as flow batteries and compressed air is being conducted [5] Group 4: International Expansion - In 2024, the company established an overseas business department and has engaged in discussions with relevant departments in Sri Lanka, Indonesia, and Uzbekistan [6] - A Memorandum of Understanding (MOU) has been signed with the Kyrgyzstan National Investment Agency, with plans to accelerate investment in photovoltaic projects along the Belt and Road Initiative [6] Group 5: Convertible Bond Plans - The company will manage raised funds strictly according to the prospectus, ensuring funds are used for project construction to enhance installed capacity [7] - High-quality information disclosure will be maintained to keep bondholders informed about the company's operational status and fund usage [7]

Core Viewpoint - Ganfeng Lithium has launched its first 10MWh energy storage container system solution, which optimizes various dimensions such as system cost, energy density, deployment efficiency, safety standards, and cycle life, aiding the global energy technology sector to enter the GW era [1][5]. Group 1: Product Features - The 10MWh energy storage system offers higher integration, better AC matching, and more flexible adaptability compared to the current 6.25MWh systems, meeting diverse application needs [3]. - As the only integrated single container system with a capacity of 10MWh in the industry, it achieves an energy density of 146Wh/L and features a modular design for scalable applications, providing an efficient solution for GWh-level large-scale energy storage station construction [5]. - The system's unit area energy density is improved by 52% and land area is reduced by 34% compared to traditional 20-foot 5MWh container systems, significantly lowering land investment costs and initial station investment costs [5]. Group 2: Safety and Reliability - The 10MWh energy storage system incorporates a "Four-Dimensional Safety" guarantee, ensuring stable operation through intrinsic safety, quadruple fire protection, active defense, and electrical safety [7]. - The system is equipped with 392Ah and 587Ah energy storage cells, which have high volumetric energy densities of 409Wh/L and 438Wh/L, ensuring efficient and long-lasting operation [8]. Group 3: Intelligent Management - Utilizing a big data intelligent management platform and AI decision-making engine, the energy storage system establishes a "cloud-edge-end" three-tier smart hub for real-time monitoring and intelligent control, enabling rapid response and remote diagnosis in case of anomalies [10]. - The system's data-driven decision-making supports operational efficiency, ensuring safe, efficient, and stable operation [10]. Group 4: Diverse Applications - Ganfeng Lithium's energy storage technology team has developed products for various scenarios, including residential, commercial, and large-scale energy storage, as well as integrated solar-storage-charging solutions [12]. - The residential energy storage system is designed for home users to store solar energy for nighttime or power outage use, while the commercial system helps businesses optimize electricity costs and provides backup power [14]. - Large-scale storage focuses on grid-side and renewable energy generation, achieving peak shaving and frequency modulation, enhancing grid stability [14]. - Ganfeng Lithium has participated in multiple large-scale solar and energy storage projects, with a total application scale exceeding 21,000MWh, consistently ranking among the top ten in national and global energy storage shipments [12][16].