插播： 1月8日，南网科技、阳光电源、弘正储能、海辰储能、海尔新能源、融和元储、华储电气、天合光能、星星充电、星纪云能、汇能科技等超30家 企业出席【行家说储能开盛年会】，报名欢迎联系行家说储能 辛迪Cindy：15989092696 （微信同号） 2025年，储能热度"狂飙"，尤其是第四季度，储能进入"井喷期"。据行家说储能不完全统计，2025年全年，中国储能企业对外公布的储能订单（不含中 标）达316起，其中披露具体容量的有285起，总容量为917.617GWh。 其中海博思创与宁德时代在11月所签订的2025-2027年度200GWh储能电芯产品战略采购合作为摘得全年订单规模最大"桂冠"，其次是海辰储能与中车株洲所签订的5 年120GWh的主要为储能电芯、电池的储能订单。 ☆ 激活 星标 ， 第一时间掌握前沿趋势 | 时间 | 企业 | 合作企业 | 合作内容 | 年限 | 规模 | | --- | --- | --- | --- | --- | --- | | 12月 | 宁德时代 | 思源电气 | 储能电池、电芯 | 3年 | 50GWh | | 12月 | 海辰储能 | 中车株洲所 | 储能电芯、 ...

关注公众号，点击公众号主页右上角" ··· "，设置星标 "⭐" ，关注 鑫椤锂电 资讯~ 本文来源：鑫椤锂电 行业热点新闻 11月锂电下游应用市场概况：汽车渗透率持续爬升，储能订单饱满 1-11月，新能源汽车产销分别完成1490.7万辆和1478万辆，同比分别增长31.4%和31.2%，新能源汽 车新车销量达到汽车新车总销量的47.5%。1-11月，新能源汽车国内销量1246.6万辆，同比增长 23.2%。其中，新能源乘用车国内销量1171.5万辆，同比增长21.3%；新能源商用车国内销量75万辆， 同比增长62.4%。 据中国汽车动力电池产业创新联盟显示，1-11月，国内动力电池累计装车量671.5GWh，累计同比增长 42.0%。其中三元电池累计装车量125.9GWh，占总装车量18.8%，累计同比增长1.0%；磷酸铁锂电池 累计装车量545.5GWh，占总装车量81.2%，累计同比增长56.7%。 印尼拟于2026年大幅削减镍矿产量 作为全球最大的镍生产国， 印尼近日宣布，计划在2026年显著压减镍矿产量， 引发市场对镍市场可能由 供过于求转向趋紧的担忧。印尼镍矿协会表示， 2026年镍矿开采配额或被 ...

（记者 张明双） 每经AI快讯，有投资者在投资者互动平台提问：截至今天贵公司储能订单有多少GWh？ 阿特斯（688472.SH）11月28日在投资者互动平台表示，截至2025年10月31日，公司储能在手订单31亿 美金，其中包含长期服务协议。 ...

Core Insights - The article highlights the increasing momentum in the energy storage sector, particularly focusing on the strategic partnerships formed by Yiwei Lithium Energy, which recently signed a 1GWh cooperation agreement with TSL Assembly for energy storage systems in Central and Eastern Europe [4][6]. Group 1: Company Developments - Yiwei Lithium Energy has signed a strategic cooperation agreement with TSL Assembly to deploy a total of 1GWh of energy storage systems from 2026 to 2030 in Central and Eastern Europe [4][6]. - The company has also reported a total of 64.5GWh in energy storage orders since 2025, including significant partnerships with various firms such as Haibos Innovation (50GWh), Weisheng Energy Technology (1GWh), and Wotai Energy (10GWh) [6][13]. - The recent strategic agreements include a 500MWh deal with CommVOLT and a 2GWh project cooperation intention with Sanjing Electric [7][6]. Group 2: Industry Trends - As of September 30, 2023, Chinese energy storage companies have publicly announced a total of 225 orders, with 206 revealing specific capacities, amounting to 405.919GWh [3][9]. - The orders are primarily concentrated in various countries, including China, Australia, Japan, Poland, India, the United States, and Italy, with domestic orders totaling 175.983GWh [11][13]. - The top five companies by order capacity include Yiwei Lithium Energy (64.55GWh), CATL (47.66GWh), and Envision Energy (42.29GWh), indicating a competitive landscape in the energy storage market [13].

Core Viewpoint - Far East Battery has secured significant contracts in the energy storage sector, indicating strong growth and market presence in both domestic and international markets [1][3][4]. Group 1: Contract Details - In June 2025, Far East Battery announced contracts exceeding 10 million RMB, totaling 259 million RMB, with a notable project in Shandong worth 76.74 million RMB [1]. - By mid-2025, the company disclosed six major energy storage projects, amounting to approximately 428 million RMB, primarily through its subsidiaries [1][3]. - The company has achieved a total of 1.375 billion RMB in energy storage orders in 2024, reflecting a staggering year-on-year growth of 5605% [3]. Group 2: Revenue and Growth - The smart battery business of Far East Battery reported a revenue of 1.654 billion RMB in 2024, marking a year-on-year increase of 180.47% [3]. - The company has successfully delivered industrial storage projects across various provinces in China and has commenced deliveries in several European countries [4]. Group 3: Project Highlights - In February, an independent energy storage station with a capacity of 200MW/800MWh was officially connected to the grid [4]. - In May, the company launched the PowerSTROM7000 liquid-cooled energy storage container, designed for extreme low temperatures, in Europe [4].

Core Viewpoint - The article highlights significant advancements in the energy storage sector, with three companies announcing substantial storage orders exceeding 3GWh during the SNEC 2025 event, indicating a growing demand for energy storage solutions in the renewable energy market [1]. Group 1: Guoxuan High-Tech - Guoxuan High-Tech received intention orders for its Qianyuan Smart Storage 20MWh battery system, totaling over 3GWh in capacity from multiple clients [2]. - The product features a modular design with a lifespan of 25 years and incorporates an AI-driven control and operation platform for efficient fault management [2]. - Previous agreements include a sales framework with several energy companies for over 7GWh and collaborations on various storage projects in Taiwan and Japan [4]. Group 2: Linyang Energy - Linyang Energy won a bid for a 40MW/120MWh battery storage system in Mauritius, with an estimated contract value of approximately 179 million RMB [5]. - The project will utilize an EPC model and must withstand extreme environmental conditions, showcasing Linyang's capability in international markets [5]. - The company has also signed agreements for additional storage projects in Italy and Sweden, further expanding its global footprint [6]. Group 3: Jinko Energy - Jinko Energy secured a 66MWh storage order in the Middle East, following a previous agreement for a 45MWh order for four large storage projects [7]. - The G2 Blue Whale liquid cooling system used in this project enhances grid stability and renewable energy integration, with a planned delivery in Q3 2025 [8]. - Jinko has announced nearly 1GWh of storage orders since the beginning of 2025, reflecting its active engagement in the energy storage market [9].