本报（chinatimes.net.cn）记者李佳佳 李未来 北京报道 光伏圈不断传出跨界储能行业的信息。 近日，天合光能股份有限公司（下称"天合光能"，688599.SH）自愿披露斩获海外储能大单的消息。在 此之前，陕西省市场监督管理局官网刚刚公示了隆基绿能科技股份有限公司（下称"隆基绿能"， 601012.SH）收购苏州精控能源科技股份有限公司（下称"精控能源"）股权案。隆基绿能拟通过收购股 权、增资入股、表决权委托的形式，取得精控能源约61.9998%的表决权，正式切入储能赛道。 中国新能源电力投融资联盟秘书长彭澎接受《华夏时报》记者采访时表示，"随着新能源装机量持续增 长，电网对系统灵活性的要求日益提升。在储能成本下降至当前水平后，其已成为保障系统灵活性的关 键力量。因此，光伏装机规模不断扩大的背景下，储能市场规模必然随之增长，这也是隆基选择在此节 点收购储能企业的核心逻辑。这与光伏行业爆发期时，收购组件企业的布局逻辑十分相似。如今，像天 合光能这类早期布局储能的光伏企业，不仅斩获海外大额订单，整体利润率也不错。" 光伏企业竞相入局 当前，国内储能市场中主要有三类玩家，第一类是储能品牌商，第二类为锂电 ...

Group 1 - The core viewpoint of the articles highlights the rapid development of renewable energy projects in the Haixi Prefecture of Qinghai Province, emphasizing the integration of green energy and digital economy as a new engine for high-quality development [1][5][10] - The Qinghai 60MW/600MWh liquid air energy storage project is a significant initiative, showcasing the region's potential in energy storage and management [1] - The establishment of a clean energy equipment manufacturing base in Delingha, which includes a 5.X MWh energy storage system, marks a milestone in the development of wind and solar energy integration in western China [2][4] Group 2 - The Haixi Prefecture has abundant solar and wind resources, making it a key area for renewable energy development, with a focus on photovoltaic, solar thermal, and wind power generation [5][6] - The total installed capacity of the Haixi power grid reached 25.87 million kW, with renewable energy capacity accounting for 24.82 million kW, representing 95.9% of the total [10] - The integration of green hydrogen as a high-density energy storage medium is being explored to address challenges in renewable energy consumption and grid stability [7][9] Group 3 - The National Grid Haixi Power Supply Company is actively enhancing its service support system to accommodate a high proportion of renewable energy integration, ensuring efficient resource utilization [5][6] - The company is implementing new technologies and innovations to improve grid stability and management, addressing the challenges posed by the variability of renewable energy sources [6][11] - The development of a "chain-style" service system by the National Grid Haixi Power Supply Company aims to support renewable energy enterprises from the initial connection to the grid [7][10]