在行业订单激增的背景下，储能领域的产能扩张并未停步。近日，据行家说储能了解，包括比亚迪、国科能源、豪鹏科技等在内的多家企业纷纷布局储能电 芯与电池产能，共计35GWh，新一轮扩产潮正在持续推进。 已明确新增的规划包括：比亚迪 新能源动力电池生产基地三期启动建设，规划产能15GWh储能电池的产能；国科能源10GWh储能电芯生产基地完成吊顶仪 式；豪鹏科技计划募资超4亿元，用于建设3GWh储能电池产线；春晟新能源拟投资建设4GWh储能电池项目；SK On在美规划新增3GWh储能电池生产线。 ▋ 比亚迪储能：15GWh储能电池生产线 近日，比亚迪新能源动力电池生产基地项目二期、三期联合通线仪式在浙江省绍兴市嵊州市举行。其中，三期项目规划总投资 50 亿元，重点建设年产 15GWh 储能电池生产线，全部达产后预计年产值达 75 亿元。据悉，电池方面，截至2025年12月，比亚迪新能源汽车动力电池及储能电池装机量约为 27.352GWh。 值得一提的是，从时间线上来看，项目起源于2021年8月，比亚迪与嵊州市签订投资协议，正式确定在嵊州投资建设新能源动力电池项目。 2021 年 10 月，项目动工建设2025 年，二期 ...

Core Insights - The energy storage industry is experiencing a market-driven spring due to multiple factors such as policy relaxation, market empowerment, and cost reduction [1] - Global energy storage companies are accelerating capacity expansion and technological collaboration to seize market opportunities [1] Group 1: Market Trends and Predictions - According to Guoxin Securities, the global energy storage installed capacity is expected to reach 221 GWh, 191 GWh, and 190 GWh from 2025 to 2027, corresponding to a market value of approximately 178.7 billion, 155 billion, and 153.3 billion yuan [1] - The demand for energy storage in North America is driving LG Energy Solution to increase its total battery capacity target from 30 GWh to 50 GWh, representing an increase of over 60% [5] Group 2: Company Collaborations and Projects - GG Industries has signed a strategic cooperation agreement with Goldwind Technology to establish a battery energy storage system (BESS) production line with an annual capacity of 5 GWh, primarily for commercial and grid storage [2][4] - LG Energy Solution has a pending order of approximately 120 GWh for energy storage batteries as of the end of Q3 [5] Group 3: Global Capacity Expansion - The global expansion of energy storage capacity is evident from various companies, including CATL and Stellantis, which are establishing a battery factory in Spain with a planned capacity of 50 GWh [7] - Samsung SDI plans to increase its energy storage battery capacity in the U.S. to 30 GWh by the end of 2026 [8] Group 4: Regional Developments - In Europe, companies like Cegasa Energía and Skeleton Technologies are actively expanding their production capacities, with Cegasa planning an initial capacity of 600 MWh and Skeleton investing in a 1 GW super battery factory [10][12] - The current global energy storage capacity construction is characterized by regional decentralization, large-scale expansion, and technological collaboration [12]

新型储能产业如何把握电力市场改革与数智化机遇？行家说储能正联合 中车株洲所、弘正储能、海辰储能、为恒智能、融和元储 等头部企业， 编撰 《2025电力市场与数智化储能调研报告》，该报告将于1月8日行家说储能峰会上发布。欢迎更多企业参与，共抓产业风口。 政策松绑、市场放权与成本下探等多重 因素共振 ，推动储能产业迎来市场化的春天。 据国信证券经济研究所预测，2025-2027年全球储能新增装机容量分别为221/191/190GWh，对应全球储能系统产值约为1787/1550/1533亿元。 据了解，该产线将主要生产 GG Power品牌BESS系统， 自动化率将达92%，在安全、性能及可靠性等方面严格执行国际标准，其目标市场涵盖越南本土工 商业及电网储能项目，同时也将面向出口市场。 除产线外，金风科技还将为GG工业公司提供长期技术支持，内容涵盖工程师培训、运营维护协助、生产工艺优化以及未来技术升级。这一持续合作将确保生 产线的稳定运行，并紧跟全球储能行业发展趋势，实现持续改进。 GG工业公司透露，该产线计划于明年1月启动试生产，并于3月正式投入商业运营，以实现先进储能解决方案的本地化制造。 ▋ LG Energ ...

Core Viewpoint - Recent developments in energy storage capacity by multiple companies, both domestic and international, indicate a significant expansion in the sector, with a total capacity exceeding 27GWh from various projects [2]. Group 1: Chinese Companies - Foxconn's energy storage brand "Fuchu Kenen" aims for an annual production capacity of 3GWh, establishing a "lighthouse factory" in Zhengzhou [4][6]. - Shengyun Energy's project in Jiangxi province is set to achieve an annual production capacity of 10GWh for energy storage systems, contributing to the clean energy transition [7][10]. - Deqing Taixin New Materials plans to invest 320 million yuan in a project to produce 1GWh of lithium-ion, sodium, and solid-state battery cells [13][16]. - Guangdong Xintao Garden's project focuses on producing aluminum alloy battery shells and energy storage cabinets, with a total investment of 500 million yuan [11]. Group 2: International Companies - International Power Systems (IPS) has launched a battery energy storage system factory in Bulgaria, with a phased capacity plan starting at 1.5GWh and aiming for 5GWh by mid-2026 [17][19]. - Prime Batteries Technology (PBT) is expanding its factory in Romania, increasing its annual capacity from 2.5GWh to 8.5GWh, with a focus on lithium-ion battery storage systems [20][21]. - PBT has delivered 226MWh of energy storage systems for renewable energy projects and expects to deliver a total of 605.8MWh by the end of the year, down from an initial target of 800MWh [23].

Core Insights - The report highlights a significant structural adjustment in the energy storage industry, driven by policies aimed at reducing excess capacity and promoting technological innovation, leading to a more efficient and sustainable development path for the sector [8]. Group 1: Market Trends - The number of signed, under-construction, or commissioned energy storage projects in China reached 107 by mid-2025, a year-on-year decrease of 9.3%, with a total capacity of 439 GWh [1][2]. - Despite the reduction in project numbers, the scale of individual projects is increasing, indicating a trend towards larger and more impactful projects [4]. Group 2: Project and Capacity Analysis - For energy storage system integration projects, the installed capacity reached 209 GWh, while the commissioned capacity was 65 GWh by mid-2025 [2]. - Battery projects showed a significant increase in average scale, rising from 3.85 million/GWh in H1 2024 to 6.46 million/GWh in H1 2025, reflecting a shift towards larger-scale operations [4]. Group 3: Investment and Cost Dynamics - The unit investment cost for battery projects decreased from 5.85 million/GWh in H1 2024 to 3.31 million/GWh in H1 2025, indicating improved economic viability and competitiveness in the industry [5]. - The overall investment in energy storage projects is being optimized, with a focus on quality and efficiency rather than mere expansion [4]. Group 4: Regional Insights - Jiangsu province leads the nation with 30 projects, showcasing a total system capacity of 58 GWh and battery capacity of 115 GWh, demonstrating strong industrial chain synergy [9]. - Gansu province ranks second with 18 projects, having system and battery capacities of 27 GWh and 36.6 GWh, respectively [11]. Group 5: Industry Drivers - The current capacity expansion is influenced by multiple factors, including policy drivers, technological advancements, cost optimization, and market demand, with companies adopting a nationwide layout to align with carbon neutrality strategies [13].

Core Viewpoint - The article highlights the recent developments in the energy storage sector, particularly focusing on the capacity expansion initiatives by leading companies EVE Energy and CATL, which are leveraging external financing to enhance their production capabilities and accelerate their presence in the energy storage market [2][5]. Group 1: EVE Energy Developments - EVE Energy announced an investment of up to 8.654 billion yuan for a new energy storage battery project in Kedah, Malaysia, aimed at expanding its global production capacity to meet rising demand [3][5]. - The project, tentatively named "High Safety, High Reliability, Long Life New Energy Storage Project," will cover approximately 484,000 square meters and is expected to be completed within 2.5 years [4]. - The strategic intent behind this investment is to facilitate overseas business expansion, mitigate risks associated with international trade tensions, and support the company's global leadership strategy [5][8]. Group 2: CATL Developments - CATL's subsidiary, Ruqing Times, has launched lithium-ion battery container products, marking the establishment of Guangdong's first comprehensive energy storage industrial base that integrates the entire production chain from cell manufacturing to system integration [10]. - The initial investment for this project was 12 billion yuan, with a planned capacity of 25 GWh, and it has progressed rapidly since its inception in 2021 [11]. - By the end of 2024, CATL's total battery system capacity is expected to reach 676 GWh, with an annual output of 516 GWh and a capacity utilization rate of 76.33% [14].

插播 ：储能荣耀之战，优质项目值得被看见！2024-2025用户侧储能项目TOP10榜单征集进行时，点击 阅读原文 进行申报 近期，又有4大储能产能类项目更新进度，涉及投资金额超23亿元。 其中，星云股份拟使用募资不超过3.5亿推动储能相关项目，星辰新能超10亿的绍兴总部基地封顶；同时东芝、 Shinsung ST计划在美国扩大储能 产能以应对特朗普关税。 ■ 星云股份：拟使用募资3.52亿加码储能 4月23日，星云股份发布关于使用募集资金向全资子公司提供借款以实施募投项目的公告，提到，公司决定使用募集资金向全资子公司——宁德星 云电子提供借款以实施募投项目"星云储能系统及电池关键部件制造和检测中心项目"，并将按照募投项目进度实施借款。 根据公告， 公司本次募集资金投资项目"星云储能系统及电池关键部件制造和检测中心项目"的实施主体为公司全资子公司宁德星云电子。为顺利推 进公司募投项目建设，公司计划使用 募集资金不超过3.52亿元 向全资子公司宁德星云电子提供无息借款以实施募投项目。 | | | | 单位: 万元 | | --- | --- | --- | --- | | 00 | 0000 | 0000 | ...

Core Insights - The article highlights the rapid development and upcoming production of energy storage projects, indicating a significant increase in total capacity, with 18 projects totaling over 120 GWh expected to be operational by 2025 [2][10]. Group 1: Project Updates - Penghui Energy's energy storage battery production project is set to begin trial production in April, with a total capacity of 12 GWh and an annual output value of 5 billion yuan [2][4]. - Qikang Energy has successfully launched a 2 GWh advanced energy storage battery production line, featuring 314 Ah high-capacity cells [5][7]. - Gongsheng Energy's smart modular standard energy storage cabinet production base has been completed, with an annual capacity of 2 GWh [9]. Group 2: Capacity Statistics - Among the 18 projects, battery-related projects account for 55.55%, with 10 projects focused on energy cells, packs, and storage cabinets [10]. - The largest project is Weichai Fudi's battery construction project with a capacity of 50 GWh, followed by Tesla's Shanghai energy storage super factory with a capacity of 40 GWh [10][12]. - The projects involve 19 companies, including Penghui Energy, Tesla, and Guangdong Energy Group, with one overseas factory from Pylon Technologies in Italy [10].

Core Viewpoint - The article highlights a significant expansion in the energy storage industry, with major companies ramping up production capacities and investments to meet growing demand for energy storage solutions. Group 1: Tesla's Expansion - Tesla has launched a new energy storage super factory in Texas, with an investment exceeding $150 million, aiming for an annual production capacity of 40GWh [3][4] - The Texas facility will be Tesla's third energy storage super factory globally, following the recently opened Shanghai facility [4] - Tesla's CEO Elon Musk indicated that the company aims to increase its fixed battery storage output to reach 100GWh annually in the near future [7] Group 2: LG Energy Solution's Developments - LG Energy Solution plans to start mass production of cylindrical batteries in Arizona by mid-2026, with a total investment of $5.5 billion [8] - The Arizona facility will have a total capacity of 53GWh, with 36GWh dedicated to electric vehicle batteries and 17GWh for fixed energy storage systems [8] Group 3: Other Companies' Investments - Yingfei Yuan has launched a smart factory in Liyang with a total investment of 1 billion yuan, focusing on the production of charging piles and energy storage modules [10][11] - Sokman Energy Systems has established a smart industrial park in Xiamen, enhancing its production capabilities for industrial energy storage systems [12][13] - Zhongneng Ruixin is developing a 5GWh energy storage battery project in Fujian, with a total investment of approximately 1.9 billion yuan, expected to be completed by 2026 [14][15] - Taihu Energy Valley has signed a contract for a 5GWh lead-carbon battery production project in Gansu, integrating advanced technologies for real-time monitoring of energy storage systems [16]