可再生能源存储
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Stocks to Watch today: Tata Steel, SBI, Hind Zinc, BEML, PFC, Aurobindo
Business· 2026-02-09 02:55
Market Overview - Indian markets are expected to open positively, with GIFT Nifty futures quoted at 25,928, up 192 points or 0.75% as of 8:15 AM [1] - Gains in Asian share indices, including Japan's Nikkei 225 which rose over 4%, may support Indian markets [2] Company Earnings - Sula Vineyards reported a net profit decline of 67.6% year-over-year to ₹9.10 crore in Q3FY26, with revenue down 9.87% to ₹180.4 crore [4] - State Bank of India achieved a net profit increase of 24.5% year-over-year to ₹21,028 crore in Q3FY26, marking its highest quarterly profit ever, with net interest income growing 9% to ₹45,190 crore [5] - Kalyan Jewellers saw a net profit increase of 90.3% year-over-year to ₹416.30 crore in Q3FY26, with revenue up 42.12% to ₹10,343.42 crore [5][6] Corporate Developments - Tata Chemicals approved an investment of ₹515 crore in a new greenfield manufacturing facility in Tamil Nadu to expand capacity [6] - Hindustan Zinc developed a stable zinc-ion battery pouch cell prototype for renewable energy storage in collaboration with JNCAC [7][8] - IRB Infrastructure reported a total toll revenue increase of 21.4% year-over-year to ₹335.3 crore in January [9] Regulatory and Strategic Moves - Bharti Airtel has sought a moratorium on adjusted gross revenue dues similar to the relief provided to Vodafone Idea [9] - Ireda's board approved a plan to raise ₹2,994 crore through a Qualified Institutions Placement [10][12] - BEML approved a proposal to invest ₹1,500 crore for a greenfield rail manufacturing plant in Madhya Pradesh [11]
把风与光“冻”进大罐子:戈壁滩上的中国能源新方案
Sou Hu Cai Jing· 2025-12-29 22:41
不过它最大的功劳是给风电和光伏当"稳定器"。中科院的专家表示,风电和太阳能发电不稳定,时有时 无,很容易让电网"忙不过来"。这个电站就能把多余的电存起来,在需要的时候精准释放,把不稳定的 绿电变成可靠的电源。 技术上,中国这个项目也处于世界领先水平。它的冷储效率超过95%,往复效率超过55%。更妙的是, 它还能和现有的基础设施"搭伙"干活儿。比如,我国沿海有很多液化天然气接收站,它们在气化时会释 放大量冷能,平时都浪费了。如果和这个液态空气储能系统结合起来,整体效率能再提升一大截。工厂 的废热也能拿来用,加热膨胀空气,从而增强系统效能。 放眼世界,英国等国家正在建造类似设备。曼彻斯特卡灵顿的一座工厂已破土动工,预计2026年竣工, 2027年投入运营。但与中国相比规模要小不少——发电量50兆瓦,储能容量300兆瓦时,运行时间6小 时。 在青海格尔木的茫茫戈壁滩上,最近立起了一排特别的白色巨罐。罐子里装的不是什么普通东西,而是 被冷却到零下194摄氏度的液态空气。据报道,这是全球规模最大的液态空气储能电站,被形象地称 作"超冷空气电池"。 简单来说,它的工作原理就像一个巨型的"充电宝"。当旁边风力发电机和太阳能 ...
中国将成引领锂电能源革命关键力量
Bei Jing Ri Bao Ke Hu Duan· 2025-10-30 22:19
如果你看一下元素周期表,你就会发现锂在118个元素组成的周期表中排名第三位。尽管该元素很简 单,只有3个质子,但它正在重新定义我们在21世纪对能源的思考方式。 锂电突破可再生能源存储瓶颈 可再生能源如太阳能电池板、风力发电场,其实已存在数十年。不过,过去化石燃料比可再生能源更具 优势,核心就在于化石燃料本身就是可存储的能源介质;而此前,人们始终无法让可再生能源实现类似 的存储,这也成了其推广使用的关键瓶颈。直到锂电池出现,这一局面才得以改变——它就像可再生能 源系统这张巨大拼图里缺失的最后一小块,不仅补上了存储短板,更让人们规模化利用可再生能源成为 可能。 我们正处于开创性变革的初始阶段,即可再生能源已经能够被存储,用以驱动汽车和便携式电子设备。 总有一天,这种绿色能源将为运载人们每天使用的消费品的远洋船舶提供动力源,让人们轻轻松松去度 假,不必担心飞机的碳排放量。尽管这一切尚未发生,但是,套用阿玛拉定律的说法,我们总是高估一 项科技所带来的短期效益,却又低估了它的长期影响力。 目前,全世界消耗的约79%的原油成为汽车、飞机和船舶的动力来源。值得关注的是,目前用电池驱动 的车辆替代50%石油需求的技术已经存在 ...
特斯拉推出Megapack 3储能系统,采用新款磷酸铁锂电芯
起点锂电· 2025-09-28 10:00
Core Viewpoint - Tesla has launched the Megapack 3, an upgraded utility-scale energy storage system, which features a 28% increase in energy capacity compared to its predecessor, Megapack 2, reaching approximately 5 MWh [3][4]. Group 1: Megapack 3 Features - The Megapack 3 utilizes a 2.8-liter LFP (lithium iron phosphate) battery cell, enhancing energy density while ensuring higher safety and longevity [3]. - It simplifies the thermal management system, reducing connection points by 78%, which increases reliability [3]. - The unit weighs around 39 tons and measures 28 feet in length, designed for global transport [3]. - It supports energy storage applications for up to 8 hours with a round-trip efficiency of 91%, operating in extreme temperatures from -40°C to 60°C [3][4]. Group 2: Production and Supply Chain - Production of Megapack 3 is expected to commence in the second half of 2026 at Tesla's new Megafactory in Houston, with an annual capacity of 50 GWh [4]. - The battery supply chain is diversified, including a new 7 GWh LFP battery factory in Nevada set to start production by the end of 2025, along with products from Southeast Asia and China [4]. Group 3: Megablock System - Megablock is an extension of Megapack 3, integrating four Megapack 3 units with a central transformer, directly connecting to medium-voltage grids [5]. - It offers an AC energy capacity of 20 MWh and a site density of 248 MWh per acre, significantly higher than traditional systems [5]. - Deployment efficiency is enhanced, with installation speed improved by 23% and construction costs reduced by up to 40% [6]. Group 4: Financial Performance and Strategy - In Q2 2025, Tesla deployed 9.6 GWh of energy storage systems, totaling 20 GWh for the first half of the year, marking a 48% year-over-year increase [6]. - Despite a 12% decline in total revenue, the energy sector's gross margin reached 28.8%, outperforming competitors [7]. - Tesla's energy strategy for 2025 focuses on 50% storage growth, Robotaxi services, and integration of autonomous driving [7].