温馨提示： 投稿/合作/找圈，请联系hjs-Cindy，13609002797 2025年，新型储能行业在延续装机量高速增长的同时，正步入一场更为深刻的范式转移。增长背后，驱动逻辑从政策转向市场，竞争维度从价格竞争转向价 值竞争。这一切，都围绕着两条主线展开： 电力市场的全面深化 ，与 数智化的全面融合 。 行业共识正在形成，但前路依然充满博弈： 其一，市场是确定的战场，但能力是不确定的胜负手。 随着"强制配储"退场以及全国统一电力市场加速建设，十五五期间，新型储能将逐步构建电能量+电容量为主、其他市场收益为辅的收益模式。深度理解并适 应电力市场规则、构建电力市场需求下的设备核心能力、助力用户提升储能价值，或将成为储能企业未来发展的核心竞争力与市场胜负手。 其二，数智化是确定的趋势，但路径是不确定的考题。 AI、物联网与大数据不再仅是"加持"，而是重构储能系统价值的核心。虚拟电厂、智能微网等新业态、新风口持续涌现。那么，如何将技术能力嵌入不同省 份的电力市场规则中，设计出可复制、可盈利的 商业化闭环 ？数智化如何从"技术亮点"真正走向"盈利支点"呢？ 当下，我们正站在储能作为"电力系统关键单元"的新起点上。面 ...

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。 近日，中汽新能、库博能源接连拿下欧洲地区GWh储能订单。前者与比利时能源企业AVESTA签署了2GWh的储能战略合作协议；后者 与罗马尼亚能源创新 型企业VoltLink Energy举行了1GWh的战略合作签约仪式。 这些订单的签署，正值欧洲储能市场进入规模化发展关键阶段——欧洲目前累计装机预计在本月突破100GW大关 ，且增长动力正从户用储能转向以大型储 能项目为主导 ，以期实现2030年500-780GWh的装机目标。 ▋ 中汽新能：2GWh的储能战略合作协议 日前，中汽新能与比利时AVESTA公司正式签署了容量达2GWh的储能战略合作协议。 ☆ 激活 星标 ， 第一时间掌握前沿趋势 作为欧洲电池制造领域的领军企业，比利时AVESTA公司构建了"研发-制造-回收"全产业链闭环生态，其当前核心业务聚焦下一代固态电池的研发与规模化 生产，2025年8月，该公 ...

Core Viewpoint - The new energy storage industry is entering a high-speed development phase by 2025, driven by strong global market demand, with a shift in competitive focus towards globalization, digital integration, safety compliance, and lifecycle services [2]. Group 1: Industry Overview - The energy storage industry is experiencing a new growth cycle, with companies focusing on building core capabilities rather than just expanding production capacity [2]. - The "Annual Influence Enterprise Award" is established to recognize companies excelling in globalization, digitalization, and safety [2]. Group 2: Participating Companies - Multiple energy storage companies have applied for the "Annual Influence Enterprise Award," with a list of candidates being published [3]. - The participating companies include: - Trina Storage: Recognized as a safety pioneer, achieving significant safety standards and testing [4]. - Jinko Storage: A global benchmark with a target of 6GWh shipments in 2025, with 80% of orders from overseas [4]. - Weiheng Intelligent: Noted for its digital energy management systems, achieving significant operational efficiency improvements [4]. - Chuangneng New Energy: Projecting over 100GWh in new orders for 2025, with a total effective capacity exceeding 110GWh [4]. - Huashu Electric: Focused on diverse project distribution across multiple provinces [4]. - Yuanxin Storage and Xinjuneng: Both recognized for their comprehensive energy operation capabilities [4]. - Wolong Storage: Anticipating a 70% increase in overseas orders by 2024 [4]. - Astech Energy: Building a digital energy ecosystem with a focus on smart hardware and AI [4]. - Pengcheng Unlimited: Notable for its extensive quality control measures in production [4]. - Huayuxin: Achieving significant project applications in Brazil [4]. - Gaote Electronics: Innovating battery management systems with enhanced safety features [4]. - Yilankao: Projecting significant shipments of PCS units in 2025 [4]. - Times Tianyuan: Focused on power electronics technology and energy storage solutions [4]. Group 3: Company Highlights - Trina Storage has established a comprehensive production ecosystem and has secured over 10GWh in overseas orders, with a projected shipment of 8-10GWh in 2025 [5][6]. - Jinko Storage has developed a global marketing network and aims for a significant increase in overseas business, with a target of 6GWh in shipments for 2025 [6]. - Weiheng Intelligent has integrated AI into its energy management systems, achieving operational efficiency improvements of 5-10% [7]. - Chuangneng New Energy is expanding its production capacity significantly, with plans for over 500GWh in total capacity [8]. - Huashu Electric has developed a wide range of energy storage products and is expanding into international markets [9]. - Yuanxin Storage has established a comprehensive capability across the energy storage value chain, with a production capacity of 20GWh [10]. - Xinjuneng is focusing on customized energy storage solutions for commercial applications [11][12]. - Wolong Storage has achieved significant project deliveries and is expanding its production capacity [13][14]. - Astech Energy is building a smart energy management ecosystem with significant project achievements in various markets [16][17]. - Pengcheng Unlimited is leveraging advanced quality control in its production processes [18]. - Huayuxin has launched innovative energy solutions and is expanding its global footprint [19]. - Gaote Electronics has introduced advanced battery management systems with enhanced safety features [20]. - Yilankao is focusing on flexible energy storage solutions for commercial applications [21]. - Times Tianyuan is innovating in power electronics and energy storage technologies [22][23]. - Yuntian Shuneng is developing integrated energy storage solutions with significant cost and space savings [24]. - Hemai Co. has launched a new high-power energy storage inverter with industry-leading efficiency [25][26].

Core Insights - The article highlights the advancements and innovations in the energy storage sector showcased at the 2025 International Digital Energy Exhibition, emphasizing the role of companies like BYD, Huawei, and others in developing cutting-edge storage solutions and technologies [3][4]. Group 1: Policy and Industry Trends - The Shenzhen Development and Reform Commission released the "2025 Shenzhen Digital Energy White Paper," outlining a path to becoming a global leader in digital energy, focusing on six key areas: source, network, load, storage, data, and carbon [3]. - The exhibition emphasized the importance of policy guidance and the development of energy in Shenzhen, with a vision to create a "supercharging city 2.0" and a virtual power plant management cloud platform [3]. Group 2: BYD Innovations - BYD introduced its new energy storage product "Haohan," which has a minimum unit capacity of 14.5 MWh and can achieve a maximum capacity of 10 MWh within a 20-foot container, boasting a global highest Vcts of 52.1%, an increase of 39.7% over the industry standard [7]. - The Haohan system features an IP66 protection level, enhancing the lifespan of sensitive components by 100% and reducing system failure rates and maintenance costs by 70% [7]. Group 3: Huawei's Contributions - Huawei showcased its intelligent string-type grid-connected energy storage solutions, emphasizing a full-stack safety architecture and six core capabilities for all-scenario grid integration [10]. - The solutions include the LUNA2000 series and SPMS2000-A01 management system, which enhance lifecycle economics and operational efficiency through full-link digitalization [10]. Group 4: Other Notable Companies - Xiaohai Energy presented its "Star Array" smart energy management system, which integrates AI for energy dispatching, enabling businesses to optimize energy costs and efficiency [13]. - XWANDA displayed its 684Ah and 588Ah energy storage cells, featuring high energy density and long cycle life, with the 684Ah cell achieving over 440 Wh/L [16]. - TuoBang introduced its liquid-cooled energy storage system and the "Zero Carbon Cloud" platform, which enhances energy system efficiency through intelligent modules [19]. Group 5: Emerging Technologies - Shandong Electric showcased its V-Titan 1 energy storage system, which operates efficiently across a wide temperature range and has no capacity degradation over its lifecycle [22]. - NARI Group presented its "4S" energy storage system, focusing on accurate demand assessment, flexible power control, and proactive battery safety [25]. - Dongfang Electronics highlighted its grid-connected storage technology, which enhances energy quality and operational efficiency through advanced control algorithms [28]. Group 6: Future Directions - The article indicates a strong trend towards integrating AI and digital technologies in energy management systems, with companies like Jianjie IoT and YuanYang Energy showcasing their advanced EMS solutions [48][53]. - The focus on sustainability and zero-carbon solutions is evident, with multiple companies presenting integrated energy systems that support renewable energy sources and efficient energy management [40][46].

Core Viewpoint - The 13th Energy Storage International Conference and Expo (ESIE2025) will be held from April 10-12, 2025, in Beijing, focusing on the theme "Digital Intelligence Empowering Industrial Transformation, Energy Storage Reshaping Energy Landscape" [1][24]. Event Overview - The conference will feature a grand opening ceremony, a closed-door leaders' meeting, an academic forum, international business matchmaking sessions, high-level dialogues, thematic forums, and global product launches [1][24]. - More than 40 thematic forums will be held, covering policies, markets, and technologies related to new energy storage [14][24]. Keynote Speakers and Reports - Notable speakers include academicians and industry leaders, with reports on large-scale energy storage technology development, new power system storage issues, and advancements in China's energy storage technology and industry [4][5][10]. - The conference will also see the release of the "Energy Storage Industry Research White Paper 2025" and the "Lithium Battery Carbon Footprint Background Database V2.0" [4][5]. Special Sessions and Awards - The event will host the 9th International Energy Storage Innovation Competition award ceremony, recognizing outstanding projects in the energy storage sector [5][10]. - High-level dialogues will address opportunities and challenges for new energy storage in the context of full marketization of new energy [12][14]. Venue and Logistics - The conference will take place at the Capital International Exhibition Center in Beijing, with various exhibition halls designated for different activities and product launches [15][19]. - A series of pre-conference activities, including business networking and closed-door meetings, are scheduled for April 8-9, 2025 [14][24].