华夏能源网＆华夏储能（公众号hxcn3060）获悉，近日，国网湖南电力公示了今年6月湖南省新能源项目配置储能情况、独立储能需清算的充放电价差资 金情况。 湖南6月独立储能电站充放电结算单显示，共31个储能电站涉及充放电操作，产生充放电收益共计-2127.278254万元。 湖南是储能装机大省，近年来一直在推进新型储能规模化发展，早在2022年就以50万千瓦新增装机、63万千瓦累计装机排名全国第四。截至2023年6月 底，湖南新型储能累计装机规模为264万千瓦/527万千瓦时，位居全国第二。 然而，这样一个装机规模名列前茅的储能大省，储能电站却在大面积亏损，这背后发生了什么？这又给储能行业带来了哪些警示？ 收入普遍不及预期 "冰冻三尺非一日之寒"。实际上，湖南储能电站出现大规模亏损早已有预兆，当地相关部门此前已经进行了预警。 2024年10月29日至10月30日，湖南能源监管办前往省内部分储能电站进行现场调研。调研组现场听取了储能电站关于新型储能运行调用、参与电力市场、 安全生产等情况的介绍，并就建设运营成本、储能运行安全管理及储能电站收益等情况与企业进行了深入交流讨论。调研结果显示，湖南新型储能电站收 入普遍 ...

Core Insights - The report highlights the rapid growth and development of new energy storage in China, emphasizing its leading position globally and the promising future of the industry [1][4]. Global Competition: Policy and Market Drivers - New energy storage has become a core area in the global energy transition, with countries increasing strategic investments through policy incentives and market innovations. The global installed capacity of new energy storage reached 180 million kilowatts in 2024, nearly doubling from 2023, with significant contributions from the US, UK, and Australia [2][3]. Technological Exploration - Various countries are making breakthroughs in energy storage technologies, including lithium-ion battery applications in Australia and metal-air batteries in Japan and the US. Major projects are being implemented globally, expanding the application scenarios for new energy storage [3]. China's Leadership: Scale and Quality - In 2024, China's new energy storage development showcased significant policy improvements, rapid scale growth, diverse technologies, and deepened applications. China has built an installed capacity of 73.76 million kilowatts, accounting for over 40% of the global total, with a 130% increase from 2023 [4][5]. Application Scenarios - The application of new energy storage focuses on three main areas: independent and shared storage (46%), renewable energy integration (42%), and significant improvements in utilization efficiency, with an average annual equivalent utilization of 911 hours [5][6]. Technological Breakthroughs - China's new energy storage technology is characterized by a leading mainstream (lithium-ion batteries) and diverse breakthroughs. Lithium-ion batteries account for 96.4% of the market, with significant advancements in capacity and safety [6][7]. Industry Expansion: Scale and Cost Optimization - The lithium-ion battery production in China reached 1.17 billion kilowatt-hours in 2024, with a total output value exceeding 1.2 trillion yuan. The production of energy storage batteries has been increasing for three consecutive years [7][8]. Future Outlook: Clear Path for High-Quality Development - By 2025, new energy storage is expected to transition to high-quality development, with a focus on large capacity, low cost, and long-duration storage. The report emphasizes the importance of technological innovation and international cooperation in achieving these goals [9].

Core Viewpoint - The new energy storage industry is accelerating its transformation under the dual drive of policies and market forces, with a focus on high-quality development and innovation in storage technologies as 2025 approaches [2]. Group 1: Industry Trends - The year 2025 marks a critical transition point for the new energy storage sector, coinciding with the end of the "14th Five-Year Plan" and the beginning of the "15th Five-Year Plan" [2]. - Multiple new policies related to the energy storage industry have been released at both national and local levels, clarifying the direction of industry transformation [2]. - The market for energy storage is expanding through diverse applications of "storage + X" scenarios, indicating a broadening of market boundaries [2]. Group 2: Market Opportunities - The growth of renewable energy installations, direct green electricity connections, zero-carbon parks, green data centers, and power market reforms are driving the emergence of new, valuable, and large-scale energy storage markets [2]. - The industry is urged to deeply understand transformation trends, clarify development positioning, and proactively seize opportunities to avoid being overwhelmed by the waves of industrial upgrades [2]. Group 3: Event Details - The 2025 EESA Energy Storage Summit will be held on August 12, 2025, at the Shanghai International Convention Center, gathering global experts and leaders in the energy storage field [3][21]. - The summit will feature a series of keynote speeches, roundtable discussions, and signing ceremonies focused on sustainable development and energy transition [4][12][16].

Group 1 - The implementation of the mandatory national standard GB44240-2024 for lithium batteries used in energy storage systems marks a significant improvement in China's energy storage safety standard system [1] - GB44240-2024 focuses on product safety features, introducing additional testing items such as vibration, impact, puncture, and forced discharge, while tightening certain testing requirements [1] - The standard establishes safety "hard thresholds" across the entire supply chain, from battery design and manufacturing to transportation, installation, operation, and recycling [1] Group 2 - Over 20 companies with more than 40 models have passed or are undergoing testing for GB44240, including leading battery manufacturers such as Ningde Times and Haicheng Energy [2] - As of the first half of 2025, the installed capacity of new energy storage in China reached 94.91 million kilowatts (22.2 billion kilowatt-hours), representing a growth of approximately 29% compared to the end of 2024 [2] - The implementation of GB44240 is expected to challenge manufacturers with insufficient safety redundancies to redesign their products, accelerating the elimination of low-quality capacity and promoting a shift in the industry from "cost-first" to "safety-first" high-quality transformation [2]

Group 1 - Yunnan Province has abundant natural resources, with a total water resource of 2,141 billion cubic meters, ranking third in the country, and a cumulative hydropower installed capacity of 83.6 GW as of the end of 2024, showing a steady increase of 2.17 GW year-on-year [3][13][27] - The province's solar energy resources are also rich, with a cumulative photovoltaic installed capacity of 39.158 GW by the end of 2024, and significant additions of 14.12 GW and 14.95 GW in 2023 and 2024 respectively [13][27][34] - The development of new energy storage projects and pumped storage projects is actively promoted, with four pumped storage power stations approved, totaling approximately 5.9 GW of installed capacity [18][19][22] Group 2 - Yunnan is a key province for the "West-East Power Transmission" project, with a total power transmission of over 1,600 billion kilowatt-hours in 2024, marking a historical high and a year-on-year growth of about 19% [27][30] - The province is building a cross-border power interconnection system, with 14 cross-border power transmission channels established, connecting with neighboring countries such as Vietnam and Laos [30][34] - The integration of hydropower, wind power, and solar power is being promoted to enhance energy consumption capacity, with the potential to develop approximately 55 million kilowatts of new energy resources in the Lancang River basin [22][27] Group 3 - The company has seen steady growth in hydropower installed capacity, with projections for revenue and net profit to increase from 2025 to 2027, reaching 264.98 billion yuan and 88.96 billion yuan respectively [41][43] - The low-carbon manufacturing advantages in Yunnan are significant, with the carbon footprint of solar products being lower than the national average by 54% in raw material acquisition and 63% in polysilicon production [43][46] - The company is focusing on silicon wafer production, with plans for a capacity of 75 GW, benefiting from the high proportion of clean energy generation in Yunnan [46][48]

Core Viewpoint - The central enterprises in the power and energy sector are focusing on new energy development, innovative storage solutions, improving electricity market mechanisms, and expanding overseas business in the second half of 2025, driven by the "dual carbon" goals [2]. Group 1: National Grid Corporation - The National Grid aims to strengthen safety production, ensure reliable electricity supply during peak summer demand, and enhance strategic research for its "14th Five-Year Plan" [3]. - The company plans to increase investment in the grid, improve supply capacity, and support the integration of renewable energy [3]. - Emphasis will be placed on market competition and technological innovation to foster new growth points [3]. Group 2: Southern Power Grid - The Southern Power Grid is prioritizing the construction of a new energy system and enhancing the integration of renewable energy [5][6]. - The company will focus on digital transformation to improve operational efficiency and smart grid capabilities [5]. - Continuous reform of the electricity market and strengthening regional market connections are also key objectives [7]. Group 3: Huaneng Group - Huaneng Group is committed to high-quality development of renewable energy, with a current installed capacity of 110 million kilowatts and over 54% from clean energy [8]. - The company plans to accelerate the development of large-scale renewable energy bases [8]. Group 4: Huadian Group - Huadian Group aims to expand effective investment and accelerate the production of key projects, including an 8 million kilowatt project in Xinjiang [9]. - The focus will be on increasing clean energy development and enhancing production capabilities [9]. Group 5: State Energy Group - The State Energy Group is enhancing its technology innovation system, focusing on clean coal utilization and renewable energy technologies [10]. - The company is also promoting the construction of digital intelligence systems and expanding its renewable energy capacity [10]. Group 6: Datang Group - Datang Group emphasizes safety production and energy supply for the capital, while accelerating green and low-carbon transformation [11]. - The company aims to integrate technological innovation with industrial development [11]. Group 7: State Power Investment Corporation - The State Power Investment Corporation is focused on expanding effective investments in renewable resources and major projects [12]. - The company aims to achieve breakthroughs in national technology projects and promote the integration of industry and innovation [12]. Group 8: China General Nuclear Power Group - China General Nuclear Power Group is prioritizing the high-quality completion of its "14th Five-Year Plan" [15]. Group 9: China Energy Engineering Group - China Energy Engineering Group is focusing on high-quality completion of its "14th Five-Year Plan" evaluation and planning for the "15th Five-Year Plan" [16]. Group 10: China Power Construction Group - China Power Construction Group is committed to completing annual targets and enhancing management levels while expanding market share [17].

Core Viewpoint - The article discusses the procurement project for the AC side equipment of a 150MW/300MWh smart shared energy storage power station in Lingcheng District, Dezhou City, Shandong Province, initiated by Nengjian Times New Energy Technology Co., Ltd. [2][3] Inquiry Conditions - The project has been approved by relevant authorities, with funding sourced from the company's own resources, and is now open for public inquiry [3]. Inquiry Scope - The procurement includes the purchase of AC side equipment such as the converter boost integrated machine and EMS for the energy storage power station [4]. Bidder Qualification Requirements - Bidders must be legally registered independent entities in China with the ability to assume civil responsibilities [5] - Bidders should not have been ordered to cease operations or be in bankruptcy in the last three years [5] - Bidders must not be listed as dishonest executors or have significant contract violations in the past [5] - Bidders need to demonstrate good financial status with sufficient liquidity, providing audited financial statements for the last three years [5] - Bidders must have experience supplying AC side boost integrated machines for energy storage stations of at least 500MW in the last three years, including at least one project of 100MW or more [5] - Bidders must possess independent R&D and production capabilities for PCS, supported by relevant certifications and reports [5][6] Inquiry Document Acquisition - The inquiry documents can be downloaded from the China Energy Construction electronic procurement platform from August 4, 2025, to August 10, 2025 [8]. Bid Submission - The deadline for bid submission is August 10, 2025, and submissions must be encrypted and uploaded via the electronic procurement platform [9]. Opening Time and Location - The bid opening will occur online on August 10, 2025, via the electronic procurement platform [9]. Other Announcement Content - The announcement will be published on the China Inquiry Bidding Public Service Platform and the electronic procurement platform [10]. Supervision Department - The project will be supervised by the Comprehensive Management Department of Nengjian Times New Energy Technology Co., Ltd. [15]. Contact Information - The contact details for the bidding company are provided, including address, contact person, phone number, and email [16].

Core Viewpoint - The recent announcement from Yunnan Province's Energy Bureau indicates a shift in policy direction, signaling a slowdown in lithium battery energy storage development while promoting long-duration storage technologies like all-vanadium flow and compressed air storage [2][5]. Summary by Sections Energy Storage Development - As of June 2025, Yunnan Province plans to have 4.987 million kilowatts of new energy storage capacity, primarily using lithium iron phosphate technology, which is currently the dominant technology across the country [1]. - The rapid development of independent energy storage has created new opportunities for lithium battery storage following the halt of mandatory storage policies [1][5]. Market Dynamics - The "Document 136" issued by the National Energy Administration in February 2023 halted mandatory storage policies, which were crucial for the rapid growth of the energy storage market in previous years [5]. - Despite the halt, independent storage is experiencing significant growth, with a projected increase in new installations in 2025, where independent/shared storage projects are expected to account for over half of the new installations [5]. Technological Landscape - By the end of 2024, the cumulative installed capacity of new energy storage projects in China is expected to reach 73.76 GW/168 GWh, with over 90% being electrochemical storage [4]. - Lithium iron phosphate batteries are favored due to their high safety, long cycle life, low cost, and high energy density, with costs dropping to around 0.3 yuan/Wh [4]. Industry Challenges - The announcement from Yunnan Province may significantly compress the development space for lithium iron phosphate storage if adopted by other provinces, potentially impacting the overall growth of this technology [5].

Core Viewpoint - The company has initiated the development of its first batch of robotic joint precision transmission products, involving six products for two clients [2] Group 1: Company Developments - The company has established Zhejiang Wanliyang Robot Technology Co., Ltd. to focus on the R&D and industrialization of robotic joint precision transmission products [2] - The product platform planning has been preliminarily completed, including categories such as harmonic reducers, planetary reducers, brushless motors, and controllers [2] - Standardization and platform design have been achieved for various product categories, including platform models, diameters, gear ratios, and controller types [2] Group 2: Business Segments - The company's business includes automotive parts and new energy storage [2] - The automotive parts segment focuses on the R&D, production, and sales of automotive transmission and drive system products, covering passenger vehicles, commercial vehicles, and new energy vehicles [2] - The company is also developing non-road transmission/drive system products, including electric drive systems for construction machinery and various tractor systems [2] - The company is expanding its export business for components such as gears, shafts, housings, aluminum die-cast parts, cast iron parts, and forgings [2] - The new energy storage business encompasses power generation side storage power stations, grid-side independent storage power stations, user-side storage power stations, and electricity trading [2]

Carbon Neutrality Policy - In the first half of the year, the trading volume of green certificates doubled, with a total of 1.371 billion green certificates issued, of which 958 million were tradable, a year-on-year increase of 149% [3] - The trading scale also doubled, with 348 million green certificates traded, a year-on-year increase of 118%, including 242 million in standalone trades and 107 million corresponding to green electricity trades [3] - The average price of green certificates has gradually returned to a reasonable level, with the average price in June reaching 6.5 yuan per certificate, a 4.4-fold increase from the lowest price this year [3] New Energy Storage - By the end of 2024, the installed capacity of new energy storage in China reached 73.76 million kilowatts, accounting for over 40% of the global total installed capacity [4] - The report on new energy storage development outlines the progress and future outlook for the industry, emphasizing the need for a balanced approach to scale and efficiency [5] Environmental Regulation - The Ministry of Ecology and Environment issued a notification to standardize environmental inspections, aiming to reduce the burden on enterprises while ensuring effective regulatory oversight [6] - The notification emphasizes a planned approach to inspections, aiming to avoid redundant checks and streamline the process for businesses [6] Local Developments - Beijing's Chaoyang District is creating "One Microgram" green blocks, with the first batch of demonstration blocks featuring advanced energy-efficient technologies [7] - The "light-storage-direct-flexible" technology implemented in the Sanlitun Taikoo Li project allows for 100% self-consumption of solar energy, improving energy efficiency by 5%-10% [7] Corporate Practices - The Beijing Green Exchange reported a cumulative transaction volume of 2.398985 million tons of greenhouse gas voluntary reduction credits, with a total transaction value of approximately 202.55 million yuan [8] - The establishment of China's first 180°C high-temperature heat pump laboratory by Nuotong Technology fills a gap in the ultra-high temperature heat pump system research field, supporting industry standards and innovation [9]