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].

关注公众号，点击公众号主页右上角" ··· "，设置星标 "⭐" ，关注 鑫椤储能 资讯~ 封面图 | 图虫创意 12月23日，海博思创公告称，公司全资子公司海博思创智造拟开展"海博思创智能绿色储能工厂项目"，项目投资总额预计20亿元人民币，拟选址于北京市 房山区北京高端制造业基地。 本项目位于北京市房山区北京高端制造业基地，核心业务涵盖储能集成系统的研发、制造与测试。项目将建设包含系统集成产线、研发测试中心及配套设施 的一体化储能产业基地，旨在进一步提升规模化、智能化的高端储能产品研发、制造及测试能力。 海博思创称，本次对外投资符合国家产业政策导向及公司整体发展战略，是公司把握储能行业发展机遇、巩固和提升行业领先地位的重要战略举措，将有效 补充公司未来业务发展面临的产能缺口，提升供应保障能力与响应速度。项目的实施预计将对公司未来财务状况和经营成果产生积极影响，有助于提升公司 的长期可持续发展能力与盈利能力。 鑫椤报告预售： 2025-2029年全球储能市场运行趋势及竞争策略研究报告 预订电话：18964001371（微信同） ——The End—— 本文来源：储能前沿 。 本 公众号所发表内容注明来源的，版 ...

鹏辉能源12月18日在机构调研时表示，公司大储产品目前基本满产，主要产品排产大概到明年的上半 年。 ...

新能源行业主题报告 20251216 摘要 储能行业预计在 2026 年实现约 50%的增长，主要受益于市场关注度转 移、价格趋势变化以及商业模式转变，国家政策大力推动储能发展，类 似于早期对新能源汽车的扶持。 风电板块预计 2026 年增速约为 10%，出口和海上风电增速更高，成本 端显著下降将带来利润扩张，同时，风电项目相对于光伏项目对投资开 发商更具吸引力。 光伏行业受 136 号文影响，国内市场可能下滑，海外市场微增，整体需 求端可能下滑十几个百分点，但反内卷政策有望推动价格上涨，盈利前 景仍不明朗，机会或在 2026 年下半年。 储能行业的发展路径与光伏、电动车类似，欧美国家率先应用，随着成 本下降逐步在中国市场发扬光大，再推广至亚非拉等发展中国家。 锂电池产业链已走出通缩进入微通胀周期，储能行业的崛起为锂电池产 业链提供了第二增长曲线，产业链内公司优先考虑的是如何赚回过去两 三年的亏损、改善利润表和提高资产负债质量。 Q&A 请您简要概述一下 2026 年新能源行业的整体展望和主要子行业的表现预测。 2026 年新能源行业整体展望基于各子行业的供需分析，我们得出了一些明确 结论。首先，我们最看好的 ...

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].

Group 1 - Jinko Energy has announced the expansion of its project layout in the UK with an additional 140MWh grid-level energy storage system, bringing the total capacity to 280MWh, making it one of the largest battery storage projects in the UK [2] - Hongzheng Energy has signed a strategic cooperation agreement with Vietnamese company AISEN for a 100MWh energy storage project, aiming to create a comprehensive energy application ecosystem that provides safe, efficient, and sustainable storage solutions [4] - Kubo Energy has established a strategic cooperation with VoltLink Energy in Romania, focusing on a 1GWh collaboration to provide professional, durable, and reliable energy storage solutions [6] Group 2 - Nenghui Technology has signed a framework contract for 350MWh of energy storage systems with a European partner, with the first batch of 20MWh already contracted, amounting to €2,504,408.60, to be delivered within 135 days after the prepayment [8] - The 14th International Energy Storage Summit and Exhibition (ESIE 2026) is scheduled to take place from April 1-3, 2026, in Beijing, highlighting the ongoing developments in the energy storage industry [9] - The 2025 China Energy Storage CEO Summit and the 10th International Energy Storage Innovation Competition preliminary round were successfully held in Xiamen, showcasing 77 outstanding projects [12]

Group 1 - The core viewpoint of the article highlights the significant growth and opportunities in the energy storage sector, particularly in Germany, with a focus on recent contracts and projects [2][3][4]. - Haibosch has signed an EPC contract with LEAG Clean Power GmbH for a 1.6GWh utility-scale battery energy storage system in Germany, which will become one of the largest battery storage facilities in Europe [3][4]. - The Boxberg 400 project will utilize Haibosch's HyperBlock III four-hour energy storage system, integrating liquid cooling technology and smart energy management to meet stringent grid-level application requirements [3][4]. Group 2 - Haibosch has established a ten-year strategic partnership with CATL, securing a battery procurement volume of no less than 200GWh from 2026 to 2028 to mitigate future supply chain risks [4]. - The company has participated in over 300 energy storage projects globally, with a cumulative deployment exceeding 40GWh, indicating its strong market presence [4]. - Recent projects include a 15MWh storage project in Côte d'Ivoire and a 27MWh grid-side storage project in Estonia, showcasing Haibosch's expanding international footprint [6]. Group 3 - Germany is actively promoting the development of new energy storage industries through federal legislation, financial incentives, and simplified grid connection processes [8][9]. - The recent amendment to the Federal Building Law prioritizes battery storage and hydrogen energy projects, granting preferential development rights to large-scale battery storage facilities [8][9]. - The introduction of market mechanisms allows energy storage systems to participate in ancillary services markets, providing long-term revenue security for projects coming online before 2029 [12]. Group 4 - As of 2024, Germany's energy storage connection applications are expected to surge to 400GW, significantly exceeding current installed capacity, with a shift from household storage to large-scale storage projects [13]. - By mid-2025, Germany's total installed battery storage capacity is projected to reach nearly 14.5GW, with large-scale storage projects expected to grow fivefold by 2026 [13].

Core Insights - The Chinese energy storage industry is experiencing a "dual-drive" trend, with rapid overseas expansion and deepening industry collaboration to strengthen supply chain coordination for global competitiveness [2] Group 1: Major Collaborations and Projects - Envision Energy has secured a contract with Statera Energy to provide a battery storage system for the 680MW/1360MWh Carrington Storage Project in the UK, which has received £235 million (approximately 2.195 billion RMB) in financing and is expected to be operational by the end of 2026 [3] - Haibos Technology has signed a ten-year strategic cooperation agreement with CATL, committing to purchase no less than 200GWh of battery cells and system products from CATL between 2026 and 2028 [5] - Kehua Data has successfully connected a 20MW REFLEX™ microgrid project in Pakistan to the grid, addressing local power supply instability [6] - Sungrow has shipped multiple hundred-megawatt energy storage products to Eastern Europe, reflecting its commitment to expanding in this emerging market [7] - JA Solar and Chuangneng New Energy have entered a strategic cooperation agreement to jointly develop and supply core energy storage products for overseas markets [8] - LONGi Green Energy has signed an order for 100 iCon commercial energy storage units with European client ES Integrations BV, aiming to optimize energy structure in Belgium [9][10] - Faraday Future has signed a strategic cooperation agreement with a well-known energy developer in Latin America to jointly develop a 1890MW/7560MWh energy storage project [11] - China Energy Engineering Corporation has signed an EPC contract for a solar and storage project in the Philippines, which includes 1.2GWh of storage capacity [12] - Canadian company Canadian Solar has signed a contract to provide a complete energy storage solution for the "Sky 2" project in Ontario, with a scale of 411MW/1.858MWh [13] Group 2: Market Trends and Growth - The global commercial energy storage shipment has increased by 74% year-on-year, with a notable 192% growth in shipments from LONGi Green Energy [10] - The Eastern European energy storage market is rapidly growing, supported by favorable policies and a strong photovoltaic market foundation [7] - The energy storage industry is witnessing significant overseas orders, with over 20GWh of contracts signed in September alone [20]

Core Viewpoint - The company has established a new entity, the Oriental New Energy (Beijing) Enterprise Management Center, to capitalize on opportunities in the energy storage sector through a partnership with Guoneng Rixin Technology Co., Ltd [1] Group 1: Company Developments - Oriental Garden (002310) announced the completion of the business registration for the Oriental New Energy (Beijing) Enterprise Management Center on November 5 [1] - The new entity will operate in line with the company's strategic goals and focus on the development of energy storage business opportunities [1] Group 2: Investment and Ownership Structure - The Oriental New Energy (Beijing) Enterprise Management Center plans to sign an investment cooperation agreement with Guoneng Rixin to jointly establish the Oriental New Energy (Beijing) Energy Storage Industry Development Co., Ltd [1] - The center intends to contribute a capital of 240 million yuan, holding a 60% stake, while Guoneng Rixin will invest 160 million yuan for a 40% stake [1]

Core Insights - Samsung SDI is set to sign its first large-scale energy storage battery supply agreement with Tesla, valued at over 3 trillion KRW (approximately 2.1 billion USD or 1.49 billion RMB) [2] - Samsung SDI has been actively expanding its business, recently entering a tripartite agreement with BMW and Solid Power to develop solid-state battery technology [2] Group 1 - The agreement with Tesla marks a significant milestone for Samsung SDI in the energy storage market [2] - The collaboration with BMW and Solid Power focuses on solid-state battery validation, utilizing Solid Power's developed solid electrolyte for higher energy density and safety [2] - The three parties aim to evaluate battery performance based on jointly determined parameters and requirements, with plans to test the batteries in BMW's next-generation validation vehicles [2]