Core Viewpoint - The article discusses the tender announcement for the EPC (Engineering, Procurement, and Construction) project of the Xinjiang Yunda Yiwuh County Lintai Artificial Intelligence Large Model Computing Center's supporting renewable energy project, which includes the installation of 26 wind turbines and a storage system [1][2]. Project Overview and Tender Scope - The project plans to install 26 units of 10.0MW wind turbines, totaling a capacity of 260,000 kW, along with a storage system configured as 26MW/52MWh [4]. - The project will connect to the Xiquan 220kV gathering station via 9 circuits of 35kV lines, with a total line length of approximately 90 km [4]. - The scope of the tender includes comprehensive responsibilities such as design, procurement, construction, project management, testing, and commissioning, as well as assistance with grid connection procedures [5][6]. Construction and Quality Standards - The overall construction period is set from April 1, 2025, to August 30, 2025, with specific timelines for various phases, including the installation of wind turbines and the construction of access roads [14]. - Quality standards require that the project meets international, national, and industry-specific acceptance criteria, aiming for a 100% acceptance rate for sub-projects and a minimum of 90% for construction quality [15]. Bidder Qualifications - Bidders must be independent legal entities registered in China, with specific qualifications including a Class A design qualification in the power industry and a Class II or above construction qualification [18]. - The project requires bidders to have experience in EPC projects for wind farms with a capacity of 100MW or more [19]. Tender Process - Interested bidders can obtain the tender documents from March 6 to March 12, 2025, with a document fee of 1500 yuan [21]. - The deadline for submitting bids is set for March 27, 2025, with electronic submission required [22].

Investment Rating - The industry investment rating is "Positive" [4] Core Insights - The report emphasizes that the new energy storage industry is entering a new cycle driven by three main factors: industry structure, technology, and application [1][2][3] - The Ministry of Industry and Information Technology has issued a development plan aimed at enhancing the international competitiveness of China's energy storage industry from 2024 to 2027 [1] Summary by Sections Industry Structure Improvement - The plan aims to cultivate 3-5 leading ecological enterprises by 2027, promoting a concentrated and clustered industry structure [1] - The lithium battery supply chain has seen significant cost reductions, leading to a continuous decline in energy storage prices, although some companies are experiencing losses [1] - Major players like CATL and regional leaders such as Guoxuan High-Tech are expected to expand their market share due to their scale and technological advantages [1] Technology Enhancement - The report highlights the need for breakthroughs in various battery technologies, including lithium batteries, sodium batteries, and flow batteries, as well as advancements in long-duration storage technologies like compressed air and hydrogen storage [2] - Safety improvements are a priority, with goals to ensure that energy storage products do not catch fire or explode under thermal abuse or overcharging [2] - The diversification of storage technology routes is expected to meet varying storage needs across different scenarios, with lithium batteries currently holding the majority market share [2] Application Expansion - The plan identifies new applications for energy storage, including shared storage and grid-connected storage on the power side, and data centers, industrial parks, and home storage on the user side [3] - Emerging applications such as backup power for data centers and vehicle-to-grid interactions are anticipated to further boost overall energy storage demand [3] Investment Recommendations - The report suggests focusing on three areas: 1. Scale leaders benefiting from an optimized industry structure, such as CATL and Guoxuan High-Tech [3] 2. Technology-driven companies like Huayang Co. and Chuan Yi Technology [3] 3. Companies actively expanding into new application scenarios, such as Yubang Power and Jinpan Technology [3]

插播 ： 历时 数月深 度 调 研，9大系统性章节、超百组核心数据， 行家说储能联合天合光能参编，发布工商业储能产业首份调研级报告 ， 为行业提供从 战略决策到产品方向、项目资源的全维参考 ！ 点击下方" 阅读原文 "订阅 又一地发布新型储能项目建设清单。 日前，浙江省能源局发布关于印发2025年新型储能项目建设计划的通知。文件提出， 2025年，全省新型储能建设目标为新增并网1.4GW，其中迎 峰度夏（6月30日）前并网1GW。 从各设区市2025年新型储能发展目标来看，杭州和温州年度并网任务最高达23.5万千瓦。 2025年，浙江纳入建设与储备计划的项目共55个总规模 2.51GW/5.27GWh 。 其中，48个可于上半年开工项目列入建设计划名单，7个电网侧储能项目纳入储备名单，具体如下： 以上 数据源于 浙江省能源局，制表： 行家说储能 ■ 近1GWh ， 26个用户侧储能项目入选 在浙江本次公布的新型储能项目建设计划中， 有26个用户侧储能项目入选，占总项目数量的54.17%，总规模为 497.045MW/996.832MWh 。 从26个用户侧项目分布位置来看，杭州市数量最多，共10个，其余嘉兴市 ...

Core Viewpoint - The chairman of CATL, Zeng Yuqun, proposed suggestions to enhance the market application level of new energy storage during the 2025 National Two Sessions, focusing on improving the market participation mechanisms for new energy storage in China [1] Group 1 - The proposal emphasizes three key areas: electricity pricing mechanism, cost diversion mechanism, and capacity compensation mechanism [1] - The aim is to promote high-quality development of renewable energy in China through these improvements [1]

Battery - CATL collaborates with Jinmao Smart Transportation to enhance green freight through deep cooperation in power batteries, charging technology, and battery banks [2] - BYD plans to issue 129.8 million new H-shares at a price of HKD 335.2 per share, raising approximately USD 5.6 billion for R&D, overseas expansion, and working capital [3] - CATL's chairman, Zeng Yuqun, suggests establishing a safety inspection system for new energy storage, similar to the regular maintenance in the power industry [4] - Jiangxi Ganfeng Lithium establishes a new energy technology company with a registered capital of CNY 30 million, focusing on energy technology R&D and battery manufacturing [6] - KSTAR indicates that domestic data centers primarily use lead-acid batteries due to safety concerns, despite the advantages of lithium batteries [7][8] Materials - Ruite New Materials reports that its LiTFSI has been applied in solid-state lithium-ion batteries, although sales revenue from solid-state battery electrolytes remains low [10] - Dingsheng Technology signs a framework supply agreement with SK On for 17,000 tons of lithium battery cathode materials from 2025 to 2027 [12] - Tianqi Materials clarifies that it has not authorized any company for electrolyte and related materials production and sales, addressing rumors of unauthorized collaborations [13]

Core Viewpoint - The article discusses the public tender announcement for a 150MW/300MWh smart shared energy storage power station project in Lingcheng District, Dezhou City, emphasizing its significance in enhancing grid stability and promoting renewable energy consumption [1][3][10]. Project Overview - The project is located in Dingzhuang Town, Lingcheng District, Dezhou City, with a tender control price of 34.56 million yuan [2][12]. - It is part of Shandong Province's 2024 new energy storage projects, with an entry scale of 150,000 kWh [3][10]. - The construction involves a lithium iron phosphate battery system and auxiliary systems, aimed at providing peak shaving and demand response services to the grid [3][10]. Construction Scale - The energy storage system will have a capacity of 150MW/300MWh, with each storage unit having a capacity of 5MW/10MWh [4][9]. - The system will include various integrated components such as batteries, battery racks, high-voltage packages, monitoring cabinets, and fire safety systems [4][9]. Tender Requirements - Bidders must possess specific qualifications, including Class A engineering design qualifications and Class II or above construction qualifications [6][13]. - The project requires a project manager with a registered first-class constructor certificate and relevant safety qualifications [6][14]. - Joint bids are accepted, with a maximum of three members in the consortium [6][14]. Timeline and Submission - The design period is set for 60 calendar days, while the total construction period is 8 months [10]. - The deadline for submitting tender documents is March 21, 2025, at 09:00 AM [17]. Announcement and Supervision - The tender announcement is published on multiple platforms, including the China Tendering and Bidding Public Service Platform and the Shandong Provincial Public Resource Trading Network [19]. - The project is supervised by the Development and Reform Bureau of Lingcheng District, Dezhou City [20]. Additional Information - The article also mentions the upcoming 13th Energy Storage International Summit and Exhibition (ESIE 2025), scheduled for April 10-12, 2025, in Beijing, highlighting its significance in the energy storage sector [26].

Core Viewpoint - The conference highlighted the emerging opportunities in the commercial energy storage sector, with a focus on trends leading up to 2025 and the integration of energy storage with photovoltaic systems [1][3][29]. Industry Development - The global energy storage market is projected to add 100GW by 2025, with 2024 expected to see 77GW/183GWh of new installations, driven by energy transition, technological innovation, and supportive policies [4][5]. - China is leading the charge with a cumulative installed capacity of 73.76GW by 2024, surpassing pumped storage for the first time [5]. Technological Trends - Energy storage has transitioned from a supplementary role to a necessity, particularly with the rise of distributed photovoltaic systems, which reached a cumulative capacity of 370 million kW by the end of 2024 [6][7]. - Innovations in long-duration storage technologies, such as flow batteries and compressed air storage, are expected to enhance the capabilities of energy systems [7]. Regional Market Insights - The Southeast Asian energy storage market is estimated to reach $2.85 billion (approximately 206.733 billion RMB) in 2024, with a growth rate of 6.77%, focusing on industrial applications [8]. Investment Opportunities - The commercial energy storage sector is experiencing a shift towards higher value propositions, with investment returns becoming increasingly attractive in regions like Zhejiang, Shanghai, and Guangdong, where payback periods are under four years [12][13]. - The integration of financing solutions is seen as a way to mitigate risks and enhance cash flow for energy storage projects [21]. Market Dynamics - The commercial energy storage landscape is evolving, with new entrants gaining market share and competition intensifying among top players [18]. - The trend towards integrated solutions combining energy storage with photovoltaic systems is expected to dominate the market, driven by cost reductions and technological advancements [19][22]. Future Outlook - The industry anticipates a significant market shift due to new energy policies, which will create both challenges and opportunities for energy storage providers [29]. - The consensus among industry leaders is that only companies with core competencies in safety and operational services will thrive in the evolving market landscape [29].

倒计时3天 2025起点锂电圆柱电池技术论坛 暨圆柱电池20强排行榜发布会 活动主题： 聚集新 技术 探索新工艺 主办单位： 起点锂电、起点研究院（SPIR） 活动时间： 2025年2月28日 活动地点： 深圳宝安登喜路国际酒店2楼国际厅 活动规模： 500+人 2月24日，山东省潍坊市召开2025年春季重大项目建设现场推进会，其中的储能项目引起起点 锂电注意。 该项目投资50亿元，预计2025年3月开工12月投产，占地面积约1280亩，总建筑面积88万平方 米，将建设光储燃荷一体储能生产车间、新型液流储能电池及储能电站生产车间、储能示范电 站车间、新能源研发及测试中心等。 项目所在园区预计将招商引资40家以上企业，相关的智慧能源装备以及新型储能电池预计将达 到3万台（套），充放电量3.5亿kWh。 本次项目背后的两大国企：国家能源集团和国家电投，均对储能较为重视。 国家电投在新能源转型方面行动较快，装机占比已接近七成，位居五大发电集团之首，在各种 储能种类的探索中处于浪尖位置，储能领域国家电投旗下有四家储能企业，近两年发展迅速， 分别是新源智储/融和元储/国宁新储/东方旭能。 国家能源集团同样储能战绩突出， ...

市场研究部 2025 年 2 月 19 日 政策周报 本周发文 重点关注：工信部等八部门印发《新型储能制造业高质量发展行 动方案》提到，到 2027 年，我国新型储能制造业全链条国际竞 争优势凸显，优势企业梯队进一步壮大，产业创新力和综合竞争 力显著提升，实现高端化、智能化、绿色化发展。 重要会议 重点关注：上交所组织召开指数化投资高质量发展座谈会。上交 所相关负责人表示，将持续丰富指数基金产品体系和高质量供给， 不断优化 ETF 配套机制，与市场各方同题共答、增强合力，推 动指数化投资高质量发展各项举措落实落地，提升中长期资金 A 股投资比例与稳定性，更好服务实体经济和金融强国建设。 讲话批示 重点关注：习近平在民营企业座谈会上强调，党和国家对民营经 济发展的基本方针政策，已经纳入中国特色社会主义制度体系， 将一以贯之坚持和落实，不能变，也不会变。新时代新征程民营 经济发展前景广阔、大有可为，广大民营企业和民营企业家大显 身手正当其时。 分析师：易华强 登记编码：S1490513080001 邮箱：yihuaqiang@crsec.com.cn 未经授权引用或转发须承担法律责任及一切后果，请务必阅读文后的免 ...

倒计时10天 2025起点锂电圆柱电池技术论坛 暨圆柱电池20强排行榜发布会 活动时间： 2025年2月28日 活动地点： 深圳宝安登喜路国际酒店2楼国际厅 活动规模： 500+人 锂电池管理政策愈发完善，对于市场来说是利好。 起点锂电获悉，近日八个部门联合印发《新型储能制造业高质量发展行动方案》，八个部门分 别是 工业和信息化部、国家能源局、市场监管总局、国家知识产权局、国家发展改革委、教育 部、商务部、国家消防救援局 。 该方案对锂电池各个角度进行了详细规划。 上游材料方面， 八部门指出要加大对国内锂、钴、镍等矿产资源的开采，指导国内企业有秩序 的布局海外资源项目，有效做到降低运输成本。 电池安全性方面， 八部门则表示应加强锂电池等产能监测预警，防范盲目投资和无序发展风 险，组织开展战略研究，引导企业让其能有规律的发展节奏，支持京津冀、长三角、大湾区、 成渝地区、内蒙古呼包鄂地区、海峡两岸聚焦新型储能领域。 技术方面， 八部门表示支持颠覆性技术创新，提升高端产品供给能力。推动超级电容器、铅碳 电池、钠电池、液流电池等工程化和应用技术攻关，支持新体系电池、智能电池、储热储冷及 新型物理储能等前瞻技术基础研究 ...