温馨提示： 投稿/合作/找圈，请联系 行家说辛迪： 15989092696 （微信同号） 昨日（即3月1日），贵州省发展和改革委员会发布《2026年贵州省重大工程和重点项目名单》，共安排重大项目3427个，涉及储能相关项目52个，明确规模达 6.125GW/12.55GWh，宁德时代、弗迪电池、中伟股份等企业赫然在列。 另据行家说储能不完全统计，截至3月2日，全国已有河北、山东、广东、江苏等18个省市相继公布2026年重点项目清单，项目总数逾1.7万个，总投资额达 38.77万亿元。其中储能相关项目共计 291个 ，已知总投资额超 628亿元 ，涉及宁德时代、特斯拉、比亚迪、海博思创、中创新航、科士达等。 ▋ 贵州储能相关项目达52个 ， 规模达6.125GW/12.55GWh 据行家说储能统计，《2026年贵州省重大工程和重点项目名单》中，储能相关项目达52个，明确规模共6.125GW/12.55GWh。其中，储能产能类项目仅1 个，即 镇远县储能系统智能智造基地建设项目； 其余为储能应用类项目， 其中9个为风光火储项目，4个光储充项目，剩下的主要为独立储能/共享储能电站项 目。贵州项目清单中涉及储能的相关 ...

Group 1 - The article discusses the development trends of the energy storage industry in China, highlighting its significance as a barometer for the sector [1][3] - The 14th International Energy Storage Summit and Exhibition (ESIE 2026) is scheduled to take place from March 31 to April 3, 2026, at the Capital International Exhibition Center in Beijing, indicating ongoing industry engagement and innovation [3] - The event will feature free admission for attendees, promoting wider participation and interest in energy storage technologies [3] Group 2 - Contact information for key representatives involved in the event is provided, facilitating communication and inquiries related to the summit [5]

论坛期间，山西中电金谷储能科技有限公司宣布其100MW超级电容调频储能电站成功并网。该项目核 心设备自主化率达100％，突破了国外技术壁垒，并入选国家及省级重大技术装备和示范项目清单，标 志着山西省在先进储能调频技术应用与装备国产化方面取得重大突破。同时，多位院士专家与企业代表 共同发布《新能源储能调频技术应用白皮书》，为行业技术标准化与成果转化提供了重要指引。 本次论坛由中国电力企业联合会指导，山西省电力行业协会、山西中电金谷储能科技有限公司联合主 办。 (责任编辑：王婉莹) 转自：人民日报海外版 本报电（薛翱）2025年12月29日，山西新能源储能创新发展论坛在忻州市偏关县举行。本次论坛以"储 能赋能电网安全、创新驱动绿色转型"为主题，汇聚了国内能源政策研究、储能技术领域的院士专家以 及领军企业代表，共同为山西省构建新型电力系统、推动能源绿色低碳转型建言献策。 在主旨演讲环节，中国工程院院士武强、中国科学院外籍院士王中林等7位储能领域专家，从理论创 新、技术突破等维度，全方位解析储能产业发展与能源转型的核心逻辑，为山西储能产业规模化发展指 明方向。 ...

Core Viewpoint - The performance forecasts of energy storage listed companies show a stark contrast, with battery manufacturers benefiting from increased demand and cost optimization, while PCS manufacturers face significant performance differentiation due to technical routes and market strategies, and system integrators are under pressure from intense price competition and squeezed project margins [2] Battery Segment - Rui Pu Lan Jun expects a net profit of 630 million to 730 million RMB for 2025, marking a turnaround from a loss of approximately 135.3 million RMB in 2024, driven by increased sales and improved capacity utilization [6] - Guoxuan High-Tech anticipates a net profit of 2.5 billion to 3 billion RMB for 2025, a year-on-year increase of 107.16% to 148.59%, attributed to the rapid growth in demand for new energy vehicles and energy storage [8] - Pylon Technologies forecasts a net profit of 62 million to 86 million RMB for 2025, a 50.82% to 109.21% increase compared to the previous year, benefiting from the growth in domestic and international energy storage markets [9] - Boliwei expects a net profit of 59 million RMB for 2025, achieving a turnaround from losses due to increased sales in electric motorcycles and energy storage [10] - Nandu Power anticipates a net loss of 890 million to 1.25 billion RMB for 2025, although this represents a reduction from a loss of approximately 1.497 billion RMB in the previous year [11] - Funeng Technology forecasts a net loss of 580 million to 830 million RMB for 2025, an increase from a loss of 332 million RMB in 2024 [12] - Goodwe expects a net profit of 125 million to 162 million RMB for 2025, marking a turnaround from losses due to increased sales and improved operational efficiency [18] - Yisite anticipates a net profit of 24 million to 35 million RMB for 2025, a significant decline of 81.5% to 87.32% compared to the previous year [20] - Huazi Technology expects a net loss of 210 million to 270 million RMB for 2025, a reduction from a loss of 393 million RMB in 2024 [21] PCS Manufacturers - Shanghai Electric forecasts a net profit of 1.1 billion to 1.32 billion RMB for 2025, an increase of approximately 47% to 76% compared to the previous year, driven by steady growth in core business [17] - Goodwe anticipates a net profit of 125 million to 162 million RMB for 2025, achieving a turnaround due to increased sales and improved product structure [18] - Yisite expects a net profit of 24 million to 35 million RMB for 2025, a significant decline due to intensified industry competition [20] System Integrators - Aters expects a net profit of 900 million to 1.1 billion RMB for 2025, a decline of 51% to 60% compared to the previous year, impacted by an imbalance in supply and demand in the photovoltaic industry [28] - Tuobang Co. forecasts a net profit of 336 million to 403 million RMB for 2025, a decrease of 40% to 49.99% due to asset impairment and strategic business investments [29] - Linyang Energy anticipates a net profit of 225 million to 335 million RMB for 2025, a decline of 55.50% to 70.11% due to industry cycle fluctuations [31] - Huabao New Energy expects a net profit of 15.5 million to 23 million RMB for 2025, a decline of 90.4% to 93.53% due to external macroeconomic fluctuations [32]

ESIE 2026 1 月 22 日， 科力远 与 天津滨海新能源 投资管理有限公司、 天津滨海新区新兴产业基金管理 有 限公司、深圳市 元科慧储 投资有限公司 共同投资设立 储能基金并签订合伙协议 。该基金目标 总规模人民币 20 亿元，首期规模 5 亿元 ，将主要投资新型储能场景及产业链上下游优质项目。 双方共同设立储能基金，将有助于整合储能产业资源， 打通储能项目开发、投建、运营运维到资 产化的全周期闭环 ，构建可持续滚动升级的一体化发展模式。同时，通过聚焦新型储能场景及产 业链上下游优质项目， 基金助力联合体应用场景创新，推动项目落地，批量化构建储能优质资产 。 依托滨海建投在京津冀区域的风电、光伏、园区等优质资源，双方也将进一步探索新型储能全 链条协同发展新模式，拓展业务增量空间。 此前， 科力远已与中创新航、凯博资本 等大储能生态创新联合体成员单位共同发起设立储能产 业基金，并于 2025 年完成扩募， 总规模达 14.02 亿元 ，为多个独立储能电站项目提供资金赋 能，实现了产业与资本的双向赋能。 中国储能产业发展的风向标 第十四届储能国际峰会暨展览会 新增66.43GW/189.48GWh！2 ...

Core Viewpoint - The announcement indicates that Zhiguang Electric's subsidiary has secured a procurement contract worth 148 million RMB for high-voltage energy storage systems, which is expected to positively impact the company's financial status and operational performance in the current and future years [1]. Group 1 - Zhiguang Electric's subsidiary, Zhiguang Energy Storage, signed a procurement contract with China Electric Equipment Group Energy Storage Technology Co., Ltd. [1] - The total value of the procurement contract is 148 million RMB [1]. - The successful execution of this contract is anticipated to have a positive effect on the company's financial condition and operational results for this year and beyond [1].

Core Viewpoint - The article discusses Haibo Sichuang's announcement regarding its subsidiary's plan to invest 2 billion RMB in a new smart green energy storage factory project located in Beijing's Fangshan District, aimed at enhancing the company's capabilities in the energy storage sector [1][3]. Group 1: Project Overview - The project will be situated in Beijing's high-end manufacturing base in Fangshan and will focus on the research, development, manufacturing, and testing of energy storage integration systems [3]. - The facility will include an integrated energy storage industrial base with system integration production lines, R&D testing centers, and supporting facilities [3]. Group 2: Strategic Importance - This investment aligns with national industrial policy and the company's overall development strategy, positioning it to seize opportunities in the energy storage industry and strengthen its leading position [3]. - The project is expected to address future capacity gaps, enhance supply assurance capabilities, and improve response speed [3]. Group 3: Financial Impact - The implementation of this project is anticipated to have a positive impact on the company's future financial status and operational results, contributing to long-term sustainable development and profitability [3].

Group 1 - The core viewpoint of the article is that Penghui Energy's large storage products are currently operating at full capacity, with production schedules for major products extending into the first half of the next year [1] Group 2 - The company conducted an institutional survey on December 18, indicating strong demand and production capabilities [1] - The production capacity for major products is planned out until mid-next year, reflecting a robust operational outlook [1]

Key Points Summary of the New Energy Industry Conference Call Industry Overview - The report focuses on the **new energy industry**, particularly the **energy storage**, **wind power**, and **photovoltaic (PV)** sectors, with projections for growth and market dynamics leading up to 2026 [1][2]. Core Insights and Arguments Energy Storage - The energy storage sector is expected to grow by approximately **50% by 2026**, driven by increased market attention, price trends, and changes in business models, supported by national policies similar to early support for electric vehicles [1][2]. - The share of energy storage in the lithium battery market is projected to rise from around **30% in 2025** to **40% or higher in 2026**, indicating a significant shift in focus towards this sector [4]. - The rise of energy storage is anticipated to create a second growth curve for the lithium battery supply chain, which has recently transitioned from deflation to a mild inflation cycle [9]. Wind Power - The wind power sector is forecasted to grow by about **10% in 2026**, with higher growth rates expected in exports and offshore wind projects [1][2]. - The cost reductions in wind power projects make them more attractive to investors compared to photovoltaic projects, leading to an optimistic outlook for the wind sector [2][17]. - Offshore wind capacity is expected to exceed **11 GW in 2026**, with a growth rate of over **40%** [18]. Photovoltaic (PV) Sector - The PV industry faces challenges due to the impact of policy document **No. 136**, which may lead to a decline in domestic market demand, while overseas markets may see slight increases [1][2][3]. - Overall demand for PV is expected to drop by several percentage points, but anti-involution policies may lead to price increases, making the profitability outlook uncertain [2][3]. - The global PV installation capacity is projected to decrease to around **200-250 GW** in 2026, down from **300 GW** in 2025 [22][23]. Additional Important Insights - The national policy stance on energy storage is clear, with a strong push similar to the support for electric vehicles in 2014-2015, emphasizing the need for energy storage to stabilize renewable energy systems [5][6]. - The development path of the energy storage industry mirrors that of the PV and electric vehicle sectors, with initial adoption in developed markets followed by expansion into developing regions [8]. - The solid-state battery sector is gaining strategic importance, with expectations for faster commercialization in consumer electronics and drones, highlighting the need to monitor companies that can integrate into leading supply chains [15]. - The competition between wind and PV sectors is expected to favor wind power, particularly in the context of investment attractiveness and project execution [16][17]. - The international expansion of Chinese wind power companies is significant, with overseas revenues expected to increase, contributing to overall profitability [21]. This summary encapsulates the key points from the conference call, providing a comprehensive overview of the new energy industry's current state and future outlook.

Core Viewpoint - The collaboration between China Datang Group's Economic and Technological Research Institute and the Zhongguancun Energy Storage Industry Technology Alliance aims to enhance the development of the energy storage industry through joint research and resource sharing [2][5]. Group 1: Collaboration and Research - The meeting highlighted the organizational structure, core business layout, and key research directions of the Alliance, showcasing its achievements in building the energy storage industry ecosystem, setting industry standards, and providing consulting services [4]. - A special discussion was held on the execution of national key research and development projects led by the Alliance, with a focus on future collaboration paths and expanding cooperation areas [5]. - The Alliance's Executive Vice Chairman emphasized the synergy between the Institute's expertise in energy technology research and the Alliance's industrial resources, aiming for deeper collaboration in technology research, achievement transformation, and industry services [5]. Group 2: Future Directions - The General Manager of Datang Economic and Technological Research Institute proposed three collaboration directions: establishing a regular mechanism for policy research in the energy storage industry, jointly developing a standard system for the energy storage field, and co-creating a platform for research achievement transformation and resource sharing [5]. - The exchange activity was seen as a foundation for closer and more pragmatic cooperation in the future, with both parties agreeing to enhance mutual understanding and collaboration [5]. Group 3: Industry Events - The 14th International Energy Storage Summit and Exhibition (ESIE 2026) is scheduled to take place from April 1 to 3, 2026, at the Capital International Exhibition Center in Beijing, serving as a significant event for the energy storage industry [6].