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~ 当地时间 1 月 11 日，埃及政府与挪威可再生能源公司 Scatec 及中国阳光电源正式签署战略合作协议， 三方将共同推进一个总投资超 18 亿美元的清洁能 源项目。 该合作包括在埃及明亚省建设一座 1.7GW （交流侧）光伏电站并配套 4GWh 电池储能系统， 以及由阳光电源在苏伊士运河经济区投资建厂。 该项目被命名为 "可持续能源谷"（ Energy Valley ），由 Scatec 主导开发，旨在打造全球规模最大的光伏 + 储能一体化电力基地之一。通过大规模储能 调节，项目可实现 24 小时稳定供电，并已与埃及电力传输公司签订为期 25 年的购电协议。部分储能设施还将部署在基纳省和亚历山大省，以增强电网稳 定性。 作为配套，阳光电源将在苏伊士运河经济区的艾因苏赫纳工业区建设一座年产能 10GWh 的电池储能系统制造工厂，预计 2027 年 4 月投产。这将是中东和 非洲地区首座此类工厂，主要为"能源谷"项目供货，同时也面向区域市场。 Scatec 已与阳光电源签署电池系统采购订单。 此次合作标志着埃及在推动可 ...

Core Viewpoint - The trend of leading photovoltaic companies extending into the energy storage sector is becoming increasingly evident, with over 80% of top firms entering the storage market to address declining profits from photovoltaic components and industry competition [1][6]. Group 1: Company Developments - Trina Solar announced on September 11 that its subsidiary, Jiangsu Trina Energy Storage Co., has signed contracts totaling 2.48 GWh for energy storage products with three customers across China, Latin America, and the Asia-Pacific region [1][2]. - The overseas order of 1 GWh will utilize a grid-forming system, marking Trina Energy Storage's first GWh-level project in the overseas market, which is considered a significant milestone [2][4]. - Trina Solar's energy storage sales have expanded to cover six major regional markets, with a cumulative shipment exceeding 12 GWh, and plans to ship 8-10 GWh for the entire year [6][7]. Group 2: Industry Trends - The grid-forming storage technology is crucial for new power systems, addressing challenges posed by high proportions of renewable energy integration, such as insufficient system inertia [4][5]. - By 2025, the scale of grid-forming storage is expected to reach 10 GW, with significant emphasis on its ability to enhance system stability and efficiency [5]. - The energy storage market is transitioning from mandatory installations to market-driven revenue models, indicating long-term growth potential [7]. Group 3: Competitive Landscape - Other major photovoltaic companies are also entering the energy storage market, with JinkoSolar, LONGi Green Energy, and JA Solar developing their respective storage systems and strategies [6][7]. - The National Energy Administration reported that by the end of 2024, the installed capacity of new energy storage projects in China is expected to reach 73.76 million kW, a significant increase compared to previous years [7].