文 | 中关村储能产业技术联盟 第十四届储能国际峰会暨展览会 2 0 2 6年4月1 - 3日 北京·首都国际会展中心 抢先预约通道 识别下方二维码 一键预登记 为什么ESIE 2026非去不可？ 顶级规模，全球瞩目 六大主题 展馆, 160000平米 展览面积 1000+ 展商/赞助商, 5000+ 产业链企业 200000+ 专业观众人次, 50+ 国储能精英 顶尖大脑，深度预判 4 0+ 场主题论坛, 政策/技术/市场全覆盖 400+ 演讲嘉宾, 政产学研领袖云集 1 0 0+ 国际支持单位, 直击全球产业趋势 跨境商机，一站直达 全球采购： 伊朗/越南/印度等 20+ 国 际观展团 精准对接： 国际馆/商务对接会/全球运营商大会 第十四届储能国际峰会暨展览会ESIE 2 0 2 6由中关村储能产业技术联盟、中国能源研究 会、中国科学院工程热物理研究所主办，将于2 0 2 6年4月1 - 3日在北京·首都国际会展中 心举办。 储能新品全球首发阵地 顶级规模，全球瞩目 规模与展商：汇聚全球储能核心力量 ESIE 2026展览规模进一步提升，将吸引 1000+ 储能展商/赞助商 参展，汇聚行业头部企业与核心 ...

文 | 中关村储能产业技术联盟 近日，智利开发商AME与法国电力能源解决方案智利公司合资的大都会发电公司宣布，正式启动安托法加斯塔大区Dune Plus储能项目建设。 阳光电源成功斩获该项目工程总包资质，将同时供应电池储能系统并签订长期服务协议。 据悉，该项目总投资达62.9亿美元，建成后将为智利最大光伏电站新增509MW/2036MWh储能容量，所产生电力将定向供应给区域内的全球 最大铜矿商——智利国家铜业公司（ Codelco ）。根据双方签署的15年购电协议，大都会发电公司每年将向其采矿及矿产开采业务供应1TWh 可再生能源。 项目落地于玛丽亚埃莱娜市，包含两大核心技术单元：一是333MW/1334MWh的Dune电池储能系统，为独立式4小时储能项目，与2024年投 运的CEME1光伏电站同址部署；二是拉潘皮纳 混合能源 设施，整合了186MW光伏电站与175MW/702MWh电池储能系统，同样采用4小时 储能时长。 赵先生 1821 0 1 8877 1 柏女士 1803 1 4 5100 7 阳光电源签署2.4GWh欧洲储能大单，首次进入保加利亚 | 联盟官微 | | --- | | 关注政策、项目 ...

文 | 中关村储能产业技术联盟 近日，宁德时代与 丸红株式会社 旗下子公司丸红电力零售、Sun Village签署谅解备忘录 （MoU），宣布将在日本联合开发总规模达2.4GWh的电网级储能项目。 ESIE 2026 储能产业发展的风向标 预定展位详情咨询： 张剑辉、曾毓群共同见证！海博思创与宁德时代深化全面战略合作 宁德时代/海辰储能入围！中国石油电芯采购 根据谅解备忘录，Sun Village将负责储能项目的开发与设施建设； 宁德时代将为项目提供储能 电池产品并持有部分电站所有权 ；丸红电力零售将负责储能设施的运营管理工作。三方将整合 各自核心优势，推动项目早日实现商业化及规模化落地。 联盟官微 关注政策、项目、企业、市场活动 联盟官方小秘书 入会、入群、产业交流、活动对接 目前，宁德时代 已确 认参加第十四届储能国际峰会暨展览会ESIE 2026。期待与您相约2026 年4月，共赴ESIE之约。 曹先生 13 5 5 2 7 1 2 1 8 9 王先生 13 5 8 1 8 8 5 5 2 0 李先生 13 5 8 1 7 4 1 6 8 0 赵先生 18 2 1 0 1 8 8 7 7 1 柏女士 1 ...

本报记者 李万晨曦 上海有色网数据显示，截至11月25日，电解液均价已达54250元/吨，而今年年初价格约为19400元/吨； 核心原材料六氟磷酸锂涨势更为迅猛，从7月份约49300元/吨的低点飙升至11月25日的160500元/吨（均 价）。在价格飙升的同时，头部电解液企业订单火爆，批量斩获长协大单，其中部分企业订单更是排至 2028年。 国际智能运载科技协会秘书长、黄河科技学院客座教授张翔在接受《证券日报》记者采访时表示，电解 液行业量价齐升格局的形成，核心是新能源汽车与储能产业双轮驱动下的需求爆发，叠加供给端核心材 料扩产滞后、行业集中度提升后的有效供给收缩，多重因素共同催生了行业历史性机遇。在此背景下， 产业链企业正通过技术升级、产能布局与战略合作多维发力，在把握机遇的同时积极应对行业变革带来 的挑战。 11月份以来，电解液行业持续复苏，头部企业大额长协订单密集落地。例如，作为电解液龙头企业，广 州天赐高新材料股份有限公司11月6日分别与合肥国轩高科动力能源有限公司、中创新航科技集团股份 有限公司签订订单，两份重大订单的电解液产品总需求量高达159.5万吨，供货周期均覆盖2026年至 2028年。11 ...

Core Insights - The article discusses the significant energy demands of AI data centers, which can consume as much electricity as a small city, and highlights the need for advanced energy storage systems to manage power fluctuations effectively [2][4] - NVIDIA's recent release of the 800V DC architecture white paper indicates a shift towards integrating rapid-response energy storage systems in AI data centers, suggesting a potential explosive growth opportunity for the energy storage industry driven by AI [4][10] Group 1: Energy Architecture Evolution - The industry leaders, led by NVIDIA, have outlined a clear three-step evolution plan towards the 800V DC architecture for AI data centers [6] - The first step involves a transitional solution using "side-mounted power cabinets" to physically separate power modules from core computing areas [6] - The second step focuses on transitioning from a "distributed" to a "centralized" architecture [7] - The final step aims for a direct conversion from 10kV medium voltage AC to 800V DC using Solid State Transformers (SST) [9] Group 2: Hybrid Energy Storage Systems - To effectively manage power fluctuations, "hybrid energy storage" is identified as a necessary technological core, combining supercapacitors, high-rate batteries, and large-scale energy storage systems [10] - The new architecture requires advanced semiconductor technologies, such as silicon carbide (SiC) and gallium nitride (GaN), to meet the stringent demands of 800V high voltage [11] Group 3: Market Dynamics and Key Players - The surge in energy demand from AI and data centers has led to strategic competition among energy storage companies, including UPS suppliers and thermal management solution providers [16] - Major players in the energy storage market include: - **Sungrow Power Supply**: Actively developing power solutions for AI data centers, with plans to launch products by 2026 [19] - **Huawei**: Emphasizing energy digitalization for AI data centers, aiming for a secure, reliable, and low-carbon future [20] - **Kehua Data**: Focused on building data centers and HVDC solutions, with significant market presence [21][23] - **DuanDeng Co.**: Recognized as a "hidden champion" in data center energy storage, leading in battery shipments [24] - **Zhongtian Technology**: Engaged in lithium battery storage systems, with a strong production capacity [25] Group 4: Technological Innovations - The introduction of Solid State Transformers (SST) is highlighted as a revolutionary product that efficiently converts medium voltage AC to 800V DC, significantly reducing energy loss and saving substantial electricity annually for large data centers [11][12] - SSTs improve power quality and reduce the footprint of power systems, allowing for better space utilization in data centers [15] Group 5: Future Trends and Strategic Directions - The competition in the energy storage sector is shifting from hardware specifications to the intelligence of energy management systems, emphasizing the need for predictive capabilities and smart coordination among different energy storage units [15] - The article anticipates a transformation in business models, where the winners will be those who can provide integrated smart energy solutions rather than just hardware [15]

Core Insights - The electrolyte additive industry is crucial for improving electrolyte performance and enhancing battery overall performance, despite accounting for only 5%-10% of the total electrolyte volume [1][5] - China's electrolyte additive market is expected to grow rapidly, with shipments increasing from 198,000 tons in 2019 to 1,470,000 tons by 2024, and projected to reach 1,670,000 tons in 2025 [1][9] - The domestic market size for electrolyte additives is anticipated to reach approximately 7.189 billion yuan in 2024, with a potential to exceed 8.5 billion yuan in 2025 due to rising prices [1][10] Industry Overview - Electrolyte additives are defined as minor components added to electrolytes to enhance electrochemical performance, improve cathode deposition quality, or boost overall battery performance [2] - The additives can be categorized into six functional types: film-forming, flame-retardant, high/low-temperature modification, overcharge protection, conductivity, and water/acid removal [3][4] Policy Support - The Chinese government has introduced multiple policies to support the development of the electrolyte additive industry, including guidelines for energy electronics and new energy vehicle battery recycling [5][6] Industry Chain - The industry chain is well-defined, with upstream raw materials like ethylene carbonate and fluorides, midstream manufacturing focusing on functional additives, and downstream applications in electric vehicle batteries, energy storage, and consumer electronics [6][7] - The rapid growth of the new energy vehicle and energy storage sectors is a key driver for the entire industry chain [6][7] Current Development Status - The demand for electrolyte additives is accelerating towards composite, functional, and high-performance products, with domestic production rates for conventional additives like VC and FEC exceeding 90% [9][12] - The market for electrolyte additives is expected to experience a significant price increase, particularly for key products like VC and FEC, driven by supply-demand dynamics [9][10] Competitive Landscape - The industry is characterized by high concentration, with leading companies like Huasheng Lithium Battery and Tianci Materials leveraging technological barriers and vertical integration to dominate the market [11][12] - Companies are focusing on expanding production capacity and entering global supply chains to enhance competitiveness [11][12] Future Trends - The electrolyte additive industry is expected to evolve towards high-end technology, concentrated competition, and integrated supply chains, with a focus on developing new multifunctional additives [12][13] - The differentiation in downstream demand for power and energy storage batteries will drive the product structure towards customization and high added value [14]

ESIE 2026 储能产业发展的风向标 预定展位详情咨询： 曹先生 13 552 71 2 189 王先生 13 581 88 5 520 李先生 13 581 74 1 680 赵先生 18 210 18 8 771 柏女士 18 031 45 1 007 相关阅读 11月20日，甘肃省张掖市甘州区旭储景能200MW/800MWh独立储能电站示范项目竣工仪式在项目现场举行。 该项目总投资约9亿元，于2025年7月10日开工建设，仅用4个月时间实现竣工，较西北地区同类储能电站平均建 设周期缩短近一半，创造了单体大容量储能项目建设"张掖速度"。 文 | 中关村储能产业技术联盟 项目位于甘肃省张掖市甘州区南滩光伏产业园，由张掖市旭储景能新能源科技有限公司投资建设，总投资约9亿 元，于2025年7月10日开工，建设200MW/800MWh 储能电站 、330kV/35kV/10kv升压变电站以及配套送出 工程和综合楼、危废品间、消防泵房及其它附属配套设施等。 联盟官微 关注政策、项目、企业、市场活动 联盟官方小秘书 入会、入群、产业交流、活动对接 新型储能飙涨超3000%！中国储能在海外市场集中爆发 甘肃300M ...

铝：宏观风偏超预期承压，关注下方支撑 Special report on Guotai Junan Futures 资料来源：国泰君安期货研究 2 铝&氧化铝产业链周度报告 国泰君安期货研究所·王蓉（首席分析师/所长助理） 投资咨询从业资格号：Z0002529 日期：2025年11月23日 Guotai Junan Futures all rights reserved, please do not reprint ◆ 本周市场风偏继续承压，且在英伟达3季度财报发布后仍超预期走弱，鉴于此前推涨基本金属（尤其是股期联动下的沪铝）的AI叙事正遭 遇持续性的泡沫回吐，传统有色板块全线回落，铝跌幅偏大。从有色市场情绪来看，此波跟随宏观条线的跌落，显示出在微观层面缺乏现 实矛盾跟进的当下，宏观对于有色盘面强定价的程度尤为显化。年末至明年1季度若海外数据持续承压，市场亦会担心衰退主题，需保持 紧密跟踪。 ◆ 当前在铝基本面的中期展望中，我们倾向认为AI产业发展引发的对于前端能源侧——电力相关——尤其是储能产业对于铝消费的需求依然 值得期待，算力中心用铝空间则不大。基于目前认知，在历年持续紧平衡及低库存所带来的友好定价环境 ...

Core Viewpoint - The new materials sector has shown positive performance this week, with the new materials index rising by 0.32%, outperforming the ChiNext index by 3.33% [1][2]. Market and Sector Performance - The synthetic biology index increased by 5.04% over the past five trading days, while semiconductor materials decreased by 1.82%, electronic chemicals fell by 2.23%, biodegradable plastics rose by 1.10%, industrial gases dropped by 0.24%, and battery chemicals surged by 13.83% [1][2]. Price Tracking of Industry Chain - Amino acids: Valine remains at 12,550 CNY/ton, Arginine decreased by 0.47% to 21,400 CNY/ton, Tryptophan remains at 32,500 CNY/ton, and Methionine decreased by 2.22% to 19,800 CNY/ton [3]. - Biodegradable materials: PLA (FY201 injection grade) remains at 17,800 CNY/ton, PLA (REVODE201 film grade) at 17,000 CNY/ton, PBS at 17,500 CNY/ton, and PBAT at 9,800 CNY/ton [3]. - Vitamins: Vitamin A remains at 63,000 CNY/ton, Vitamin E at 52,500 CNY/ton, Vitamin D3 at 212,500 CNY/ton, Calcium Pantothenate at 42,000 CNY/ton, and Inositol at 30,500 CNY/ton [3]. - Industrial gases and wet electronic chemicals: UPSSS grade hydrofluoric acid remains at 11,000 CNY/ton, and EL grade hydrofluoric acid at 6,100 CNY/ton [3]. - Plastics and fibers: Carbon fiber remains at 83,750 CNY/ton, polyester industrial yarn at 8,400 CNY/ton, and aramid at 81,800 CNY/ton, which decreased by 13.44% [3]. Investment Recommendations - The demand for the energy storage industry is surging, leading to continuous price increases for lithium battery materials. Lithium hexafluorophosphate, a key raw material for electrolytes, is crucial for battery performance [4]. - Despite leading companies operating at full capacity, the overall supply remains tight due to previous overcapacity issues, with lithium hexafluorophosphate prices rising to 160,000 CNY/ton, a threefold increase from the July 2025 low of 50,000 CNY/ton [5]. - The price of VC (vinylene carbonate), an important additive in electrolytes, has also increased to 60,000 CNY/ton, reflecting a more than 30% rise from its lowest point [5].

Core Viewpoint - Lithium hexafluorophosphate is a key raw material for electrolytes, significantly impacting battery energy density, fast charging performance, and safety stability [2][3] Supply and Demand Analysis - The demand for lithium hexafluorophosphate has surged due to the explosive growth in the downstream electric vehicle and energy storage industries, leading to a significant increase in procurement by electrolyte manufacturers [2] - Despite leading companies operating at full capacity, the overall supply remains tight due to the industry clearing caused by previous years of overcapacity, making it difficult for many small and medium-sized enterprises to quickly resume production [2] - As of November 17, 2025, the price of lithium hexafluorophosphate has risen to 160,000 yuan/ton, more than tripling from the price bottom of 50,000 yuan/ton in July 2025, with potential for further price increases as market supply tightness may persist until 2026 [2][3] Price Trends of Additives - The explosive demand for energy storage has also driven up the price of an important additive in electrolytes, vinylene carbonate (VC), which has increased to 60,000 yuan/ton, representing a more than 30% rise from its bottom price [3] - The new production capacity for VC takes approximately 12 months to establish, while the resumption of idle production lines requires 3-4 months, indicating that short-term supply cannot quickly fill the gap [3] - VC is characterized by high entry barriers due to its heavy asset nature, and companies in the industry have been cautious about expanding production after years of losses, with the average price expected to reach 100,000 yuan/ton by 2026 [3] Investment Recommendations - Companies to watch in the lithium hexafluorophosphate supply chain include Tianji Co., Ltd. (002759.SZ), Tianci Materials (002709.SZ), Xinzhou Bang (300037.SZ), Shenzhen New Star (603978.SH), and Duofluor (002407.SZ) [2] - For VC, recommended companies include Huasheng Lithium Battery (688353.SH), Haike New Source (301292.SZ), Lianhong Technology, and Taihe Technology (300801.SZ) [3]