Core Viewpoint - The article highlights the upcoming 2025 TrendBank Long-duration Energy Storage Industry Conference, focusing on advanced technologies such as flow batteries, compressed air storage, and hydrogen storage, aiming to foster discussions among industry stakeholders [2][8]. Group 1: Conference Details - The 2025 TrendBank Long-duration Energy Storage Industry Conference will take place on July 2-3, 2025, at the Yinchuan Lida Deep Hang International Hotel, with an expected attendance of over 300 participants [16][10]. - The conference is organized by TrendBank in collaboration with Shanghai Electric Energy Storage Technology Co., Ltd., and supported by various local government and industry associations [16][18]. - A key feature of the conference will be the release of the "2025 TrendBank Long-duration Energy Storage Industry Development Blue Paper" [2][17]. Group 2: Key Speakers and Topics - Yang Linlin, General Manager of Shanghai Electric Energy Storage, will present on the current status and future outlook of the all-vanadium flow battery industry chain [4][7]. - The agenda includes various sessions focusing on compressed air and hydrogen storage technologies, as well as specialized discussions on flow battery applications in renewable energy generation [17][23]. Group 3: Venue and Regional Development - The Su-Yin Industrial Park, where the conference will be held, is a collaborative initiative between Ningxia and Jiangsu provinces, aimed at developing new energy and advanced manufacturing sectors [18][19]. - The park focuses on building a comprehensive energy storage battery manufacturing industry chain, emphasizing lithium-ion, sodium-ion, and flow battery production [19].

Core Viewpoint - TrendBank is a leading industry research and data company in China, focusing on providing data, research, consulting, and conference services to support business development and decision-making [14]. Group 1: Events and Conferences - The 2025 TrendBank Long-term Energy Storage Industry Conference will be held on July 2-3 in Yinchuan, Ningxia [3]. - The conference aims to recognize companies that contribute to the advancement of China's long-term energy storage industry by awarding them for their courage, determination, and commitment to product and technology [5]. - The awards will be given to companies that align with the values of the green hydrogen industry and have outstanding performance indicators [6]. Group 2: Award Categories and Selection Process - Award categories include Potential City, Zero Carbon Industrial Park, Industrial Technology Strength, Industrial Product Strength, Industrial Market Strength, and Emerging Industry Award [6]. - The selection process involves online registration by companies, collection of relevant information, determination of winners by the organizing committee, and the creation of awards [8]. - Each company can apply for a maximum of two awards [9].

"宁波膜智信息科技有限公司"为势银（TrendBank）唯一工商注册实体及收款账户 势银研究： 势银产业研究服务 势银数据： 势银数据产品服务 势银咨询： 势银咨询顾问服务 重要会议： 2025势银绿氢产业大会（7月16-17日，江苏·无锡） 点此报名 重要会议： 2025势银（银川）长时储能产业大会（7月2日-3日，宁夏·银川） 点此报名 添加文末微信，加 长时储能 群 在 银川市兴庆区政府 、 苏银产业园 指导下， 势银（TrendBank） 将联合 上海电气储能科技有限 公司 于 7月2日-3日 在银川兴庆区 银川立达深杭国际酒店 （地址：银川市兴庆区清和南街1471 号）举办 【2025势银（银川）长时储能产业大会】 ，聚焦液流电池、压缩空气储能、氢储能等前 沿技术，邀请产业链上下游共话未来。会上，势银（TrendBank）还将联合 杭州储能行业协会 免费 发布 《2025势银长时储能产业发展蓝皮书》 。 目前，大会首批8家确认演讲（排序不分先后）： 议程（持续更新） | 2025势银（银川）长时储能产业大会 | | | --- | --- | | 7.2下午 开幕式(长时储能商业化应用专场) | | ...

当今世界正经历百年未有之大变局，能源格局深刻重塑。俄乌冲突引发的全球能源危机、美西方对关键 矿产供应链的围堵、碳中和目标下的能源转型压力，无不凸显能源自主可控的极端重要性。中国作为全 球最大的能源消费国和可再生能源投资国，如何构建安全、低碳、高效的能源体系，关乎国家核心利 益。在这一背景下，液流电池技术以其独特的优势，成为破解能源安全困局、支撑新型电力系统、抢占 全球能源科技竞争制高点的可行路径。 本文将从能源安全、经济发展、国际竞争、新型电力系统构建四大维度，深入剖析发展液流电池技术的 深远意义，揭示其在国家战略全局中的关键作用。 一、能源安全：破解"卡脖子"困局的战略屏障 1. 地缘政治动荡下的能源自主命题 俄乌冲突导致欧洲深陷能源危机，美国借机强化对全球能源体系的控制，中国作为油气进口大国，能源 安全风险陡增。近年来，中国石油、天然气对外依存度依然在70%和40%以上，关键能源通道（如马六 甲海峡）极易受制于人。液流电池的核心原料（钒矿）中国储量丰富（占全球47%），技术自主可控， 可大幅降低对锂、钴等进口敏感资源的依赖，构筑能源安全的"第二道防线"。 2. 新能源时代的"电力粮仓"作用 风电、光伏的波 ...

Industry Overview - The Long-Duration Energy Storage (LDES) industry in China is experiencing unprecedented development opportunities driven by carbon neutrality goals, with a projected market size of approximately 85.2 billion yuan in 2024 [1][10] - The three main LDES technologies are flow batteries, compressed air energy storage, and molten salt storage, with flow battery installations expected to grow by about 10 times year-on-year in 2024, and compressed air energy storage installations expected to increase by approximately 70 times [1][10] - The price of all-vanadium flow battery systems has dropped below 2 yuan/Wh, significantly improving economic viability [1][10] Industry Development History - The LDES industry in China has gone through four stages: the initial stage from the mid-20th century to the 1990s, the early development stage from 2000 to 2015, the commercial phase from 2015 to 2020, and the current scale development phase from 2020 to present [4][5] - The early policies focused on technology verification and demonstration, while post-2015 policies began to emphasize the role of energy storage in supporting the power grid [8][9] Current Industry Status - The LDES industry is set to benefit from the dual carbon goals, with a market size of approximately 85.2 billion yuan in 2024 [10] - The industry is witnessing significant growth in new installations, with flow batteries and compressed air storage technologies leading the way [10] Key Companies - Leading companies in the LDES sector include CATL, BYD, and Sungrow, with CATL maintaining the largest global market share in energy storage batteries [14][15] - Companies like Sungrow and Haibo Innovation focus on energy storage system integration and PCS (Power Conversion System) development, with Sungrow achieving the highest global PCS shipment volume [14][15] Industry Trends - The LDES industry is expected to see significant trends in technology integration and diversification, with a push towards hybrid storage technologies combining different energy storage methods [19] - The market size is anticipated to continue expanding, driven by increasing policy support and market demand, leading to a peak in investment and construction of LDES projects [21] - Policy-driven initiatives and improved market mechanisms will be crucial for the future development of the LDES industry, with government support expected to include financial subsidies and tax incentives [22]

Core Viewpoint - The article emphasizes the urgent need for long-duration energy storage solutions in China to support the transition to a renewable energy system, highlighting the limitations of current short-duration storage technologies and the growing importance of long-duration storage for stabilizing power supply [2][5]. Group 1: Research Background and Purpose - The research is driven by the global climate change response, with China advancing energy transition and aiming to build a renewable energy-based system. In 2024, renewable energy generation in China reached 3.46 trillion kWh, accounting for approximately 35% of total generation, but the average storage duration of new storage projects was only 2.3 hours, with only 15.4% having a duration of 4 hours or more [2][3]. - Long-duration storage is essential for cross-day, cross-month, and even cross-season energy storage and release, which is crucial for stabilizing the power system amid increasing renewable energy generation [2][5]. Group 2: Policy Promotion - In August 2021, the National Development and Reform Commission and the Energy Administration issued a notice encouraging renewable energy companies to build or purchase peak-shaving capabilities, mandating that new renewable energy projects must have over 4 hours of peak-shaving capacity, thus stimulating market demand for long-duration storage [3]. - The 2024 government work report included new energy storage for the first time, indicating the government's strong emphasis on the storage industry, particularly long-duration storage [3]. Group 3: Technology Development - Pumped storage is currently the most mature technology, known for its large capacity and long discharge time, but it is limited by geographical conditions. New technologies such as flow batteries, compressed air storage, hydrogen storage, and molten salt thermal storage are gaining attention and developing diversely [4]. - As of the end of 2024, the installed capacity of flow battery storage in China reached 1.8 GWh, with future plans exceeding 15 GWh. Compressed air storage projects in Shandong and Hubei have begun operations, with a 300 MW advanced compressed air storage demonstration project completed in Feicheng, Shandong [4]. Group 4: Challenges in Long-Duration Storage - Despite progress, challenges remain, including the need for breakthroughs in key technologies like hydrogen storage, high costs, insufficient project construction experience, and unclear market mechanisms affecting investment returns [5]. - The industry chain is not yet mature, with issues in component supply and equipment manufacturing, leading to high costs and inconsistent quality [5]. Group 5: Blue Paper Overview - The "2025 TrendBank Long-Duration Energy Storage Industry Development Blue Paper" will be released during the 2025 Long-Duration Energy Storage Industry Conference, providing comprehensive analysis and recommendations for enterprises, investors, policymakers, and industry practitioners [2][6].

Core Insights - The article emphasizes the critical role of energy in AI training, highlighting that AI consumes significant power, with ChatGPT's daily energy usage equivalent to that of a typical American household over 40 years [1] - The concept of "computing-energy integration" is explored as a solution for reducing emissions and energy consumption in the AI industry, particularly in Shanghai [1][2] Group 1: Computing-Energy Integration - "Computing-energy integration" and "computing-electricity collaboration" are identified as key terms for breaking through challenges in the AI industry, where AI technology can optimize energy allocation [2] - Successful global examples, such as Google's DeepMind improving the UK's energy grid efficiency by 20%, demonstrate the potential of AI in enhancing energy management [2] - Shanghai's initiatives include using AI to improve grid stability and reduce energy consumption, with a specific case where AI reduced the time for fault handling in substations to under 3 minutes [2] Group 2: Energy Quality and Management - AI industries, such as integrated circuits and data centers, have high demands for energy quality, with even minor voltage fluctuations potentially causing significant financial losses [3] - Shanghai's DaMao Intelligent has developed an energy model that transforms chaotic computing power fluctuations into orderly scheduling tasks, improving energy efficiency in data centers [3] - The energy utilization efficiency at SenseTime's Lingang Intelligent Computing Center improved from 1.74 to below 1.3 due to these optimizations [3] Group 3: Future Energy Solutions - The increasing demand for AI computing power necessitates new energy sources, with Shanghai focusing on advanced nuclear energy and new storage technologies [4] - Long-duration energy storage is seen as a potential solution for stabilizing the supply of renewable energy sources like solar and wind, with a projected market size exceeding 1 trillion yuan by 2030 [4] - Nuclear fusion is highlighted as a promising energy breakthrough for AI, with significant advantages such as unlimited fuel and zero carbon emissions [5] Group 4: Strategic Investments - Shanghai's strategic investment in the China Fusion Energy Company signifies a major move in the future energy sector [6]

Core Viewpoint - The article emphasizes the importance of long-duration energy storage technologies in the context of increasing renewable energy penetration in China, highlighting the need for innovative solutions to support a stable and reliable power system [4][7]. Group 1: Conference Information - The 2025 TrendBank Long-Duration Energy Storage Conference will be held on July 2-3, 2025, in Yinchuan, focusing on the industrialization paths of technologies such as flow batteries, compressed air storage, and hydrogen storage [4][11]. - The conference aims to gather industry chain enterprises to discuss the future of long-duration energy storage and build a new ecosystem for green energy [4][7]. Group 2: Industry Background - With the increasing penetration of renewable energy sources like wind and solar, the demand for stable and reliable long-duration energy storage systems is growing, with projections indicating that by 2030, global renewable energy penetration will reach approximately 60%-70% [4][7]. - The cumulative installed capacity of long-duration energy storage is expected to reach between 150-400 GW, corresponding to a storage capacity of 5-10 TWh [4]. Group 3: Long-Duration Energy Storage Technologies - Pumped hydro storage is currently the most widely used long-duration energy storage technology in China, characterized by large installed capacity and long discharge times, but it faces limitations due to site selection and resource saturation [7][9]. - New technologies such as flow batteries, compressed air storage, and hydrogen storage are emerging as alternatives, representing a shift towards more economical and efficient solutions in the long-duration energy storage market [7][9]. - Hydrogen storage offers cross-regional long-distance storage capabilities, but its current market maturity is hindered by low energy conversion efficiency and high costs [8][9]. - Flow battery technology, particularly vanadium flow batteries, is advancing rapidly, with improvements in stability and cost expected to drive commercialization [8][9]. - Compressed air storage systems are noted for their high safety and capacity, but they face challenges related to project scale and construction timelines [10][11]. Group 4: Conference Agenda - The conference agenda includes a variety of sessions focusing on different aspects of long-duration energy storage technologies, including specialized sessions on hydrogen and flow batteries, as well as discussions on market challenges and technological advancements [11][17]. - Key topics will cover the commercialization challenges of hydrogen storage, advancements in flow battery technology, and the future opportunities and challenges in the energy landscape [17]. Group 5: Venue and Organization - The conference will take place at the Yinchuan Lida Shenhang International Hotel, with organizational support from local government and industry associations [4][11]. - The Su-Yin Industrial Park, which focuses on developing new energy and materials, will also be highlighted during the conference [12][14].

Core Viewpoint - The article highlights the advancements and market potential of Zhonghai Energy Storage Technology Co., Ltd., particularly in the field of iron-chromium flow batteries for long-duration energy storage, emphasizing its recent funding and project wins as indicators of growth in the energy storage sector [3][17]. Company Overview - Zhonghai Energy Storage was established in 2020 and focuses on the research and application of iron-chromium flow battery technology, which addresses the challenges of integrating renewable energy into the grid [3][7]. - The company has secured over 100 million yuan in Pre-A++ financing, led by Ant Group, to enhance technology development and expand production capacity [3][17]. Technology and Innovation - The iron-chromium flow battery technology developed by Zhonghai Energy Storage has been recognized as a significant advancement in the energy sector, being included in the national list of major technological equipment [3][7]. - The company has overcome key technical challenges related to hydrogen evolution and reaction activity through innovative material and structural designs, such as the development of carbon cloth electrodes and flow channel bipolar plates [8][10]. Market Position and Strategy - Zhonghai Energy Storage aims to target independent energy storage stations on the grid side and integrated source-grid-load storage projects, anticipating a surge in demand driven by increasing renewable energy installations and market price fluctuations [11][13]. - The company is positioned to benefit from the shift from mandatory energy storage policies to market-driven configurations, which is expected to create a more sustainable economic model for energy storage [17][18]. Financial Projections - The company expects to enter a phase of comprehensive industrialization by 2025, with projected contract values reaching several billion yuan, potentially doubling in 2026 [18][20]. - The cost of energy storage solutions is anticipated to decrease significantly, with the cost per kilowatt-hour already halved since 2020 due to advancements in raw material sourcing and system design [15][18]. Industry Trends - The article notes that the cancellation of the "mandatory energy storage policy" is a pivotal moment for the industry, allowing for a more flexible and economically viable approach to energy storage solutions [17]. - The increasing energy demands from AI data centers are expected to drive the need for long-duration energy storage technologies, with flow batteries being particularly suited to meet these requirements [18][20].

Core Insights - Zhonghai Energy Storage has completed over 100 million yuan in Pre-A++ financing, led by Ant Group, to enhance technology development and expand production capacity [1] - The company focuses on iron-chromium flow battery technology, addressing challenges in large-scale renewable energy integration [1][3] - Zhonghai Energy Storage has secured a contract for a 50MW/300MWh independent energy storage project in Huiyang District, with a total investment of nearly 1 billion yuan [1] Company Overview - Established in 2020, Zhonghai Energy Storage specializes in large-scale long-duration energy storage [1] - The company has received recognition as a "National High-tech Enterprise" and "Beijing Specialized and New Enterprise" [1] - It has a national production capacity of 1GWh and plans to build multiple industrial bases [1] Technology Development - The company has developed a unique carbon cloth electrode and bipolar plate design to enhance the efficiency of flow batteries and mitigate hydrogen evolution issues [4][6] - Zhonghai Energy Storage's R&D team includes top talents in electrochemistry, control, and electrical engineering [6] - The company aims to reduce the levelized cost of electricity (LCOE) of its products by 2025 [6] Market Positioning - Zhonghai Energy Storage targets independent energy storage stations on the grid side, emphasizing the advantages of flow batteries over lithium iron phosphate batteries in lifecycle cost [7][8] - The company anticipates significant growth in independent energy storage projects driven by increasing renewable energy capacity and market demand for ancillary services [8][10] Cost Management - The company has achieved a 50% reduction in the cost of its electrolytes since 2020 through domestic material substitution and innovative production processes [9] - It has optimized system design to reduce costs associated with traditional container structures [9] Future Outlook - The removal of the "mandatory storage policy" is expected to lead to a more market-driven approach in the energy storage sector, allowing for better technology selection and operational strategies [10][11] - Zhonghai Energy Storage is projected to enter a phase of comprehensive industrialization by 2025, with expected contract amounts reaching several billion yuan [12] - The company is addressing challenges in precision control and supply chain capabilities to meet increasing delivery demands [14]