阳光电源宣布，近日沙特7.8GWh储能项目全容量并网，这是全球最大构网技术应用项目。项目预计每 年放电量22亿度，可满足40万家庭全年用电，助推沙特"2030愿景"实现。 ...

Core Insights - The competitive landscape of energy storage PCS has shifted from a "blue ocean" to a "red ocean," with a decisive question emerging: where will the key competitive points lie in the second half of the industry? The answer is increasingly clear: it is not about marginal efficiency improvements or extreme cost reductions, but rather a network-forming technology that can reshape the value of PCS and transition energy storage systems from "passive execution" to "active support" [2] Group 1: Market Dynamics - By 2025, new policies from the National Energy Administration and mandatory ratios in regions like Xinjiang indicate that grid-forming energy storage is rapidly moving from a "technical alternative" to a "market necessity" [4] - According to CESA data, from January to September 2025, the newly installed capacity of grid-forming energy storage in China reached 2.9GW/9GWh, surpassing the total of 8.9GWh for the entire year of 2024, with a cumulative operational capacity of 6GW/19.1GWh, nearly five times the growth from 2023 [7] Group 2: Technological Advancements - Leading companies like Sungrow, Huichuan Technology, and NARI Technology are strategically positioning themselves around grid-forming technology, indicating that the market positioning and commercial value of PCS are being redefined [2][4] - Sungrow emphasizes that PCS will increasingly focus on the overall grid dimension, enhancing its foundational support for safety and improving the intelligent response level for economic aspects [7] - Huichuan Technology is prioritizing grid-forming technology, enhancing the stability of power systems through active participation in frequency and voltage regulation [7] Group 3: Challenges and Opportunities - Grid-forming energy storage faces multiple challenges in scaling up, including technical, standardization, and economic issues [10] - The complexity of adapting to various operational conditions is a significant hurdle for grid-forming PCS, requiring high responsiveness, control precision, and overload capacity [12] - The lack of unified technical standards for grid-forming PCS in China has led to market credibility issues, with some "pseudo-grid" products causing operational failures [14] Group 4: Future Outlook - The industry is at a critical stage of deep integration of "source-grid-load-storage," with collaborative efforts to draft a white paper analyzing storage development trends, set to be released in January 2026 [14]

Core Viewpoint - The article highlights the increasing integration of renewable energy sources like solar and wind into the power grid, which poses significant stability challenges, referred to as the "glass heart" of the grid. The introduction of networked energy storage technology by Sungrow Power Supply Co., Ltd. is presented as a potential solution to these challenges [2][6][18]. Group 1: Industry Challenges - The integration of high proportions of renewable energy is leading to a decline in grid stability, with traditional power equipment lacking the ability to provide active support, making them vulnerable to disruptions [6][4]. - The industry is facing a critical bottleneck in energy security and clean development due to the random and intermittent nature of renewable energy generation [6][4]. - The traditional grid-following energy storage systems are inadequate, necessitating the development of grid-supporting energy storage solutions that can quickly stabilize voltage and enhance system robustness [6][4]. Group 2: Sungrow's Technological Innovations - Sungrow's networked energy storage solution for the China Huadian Yake solar-storage power station has a capacity of 50MW/100MWh, utilizing 20 PowerTitan 2.0 liquid-cooled storage systems [6][4]. - The storage system employs a "three-electricity integration" design, which effectively addresses grid fluctuations caused by high renewable energy penetration, significantly improving grid resilience and reliability [7][6]. - The technology has surpassed industry standards, achieving smooth switching between strong and weak grid conditions and supporting a wide range of operational parameters [10][11]. Group 3: System-Level Breakthroughs - Sungrow's approach transcends traditional component upgrades, establishing a multidimensional collaborative technical system that addresses the core bottlenecks in grid technology [11][12]. - The company has developed a comprehensive technical framework that includes extreme grid adaptability, multi-energy collaborative optimization, enhanced equipment safety, and advanced intelligent management systems [12][19]. - Sungrow's innovations redefine the boundaries of networked technology, transitioning from a focus on individual components to a holistic system-level solution [12][19]. Group 4: Global Validation and Impact - Sungrow has accumulated extensive practical experience with 870GW of global grid-connected projects, demonstrating its capability to handle extreme conditions and contributing to the evolution of grid technology applications [15][17]. - The company has successfully implemented numerous benchmark projects across various regions, including Tibet and Australia, showcasing its technology's reliability in diverse environments [15][16]. - The advancements in Sungrow's technology are positioned to enhance China's competitiveness in the global energy market and support national energy strategies aimed at achieving a 30% penetration rate for networked energy storage by 2025 [19][20]. Group 5: Future Outlook - The article emphasizes that the future of energy technology competition will focus on system-level solutions rather than just individual device performance, with Sungrow's networked technology paving the way for a more stable and efficient zero-carbon power system [20][19]. - The ongoing advancements in networked energy storage technology are seen as just the beginning, with further exploration and innovation anticipated in the industry [20].

Core Viewpoint - The article highlights the advancements in networked energy storage technology by Sungrow Power Supply Co., which has been recognized as internationally leading by a committee of experts, including academicians from the Chinese Academy of Sciences and the Chinese Academy of Engineering [2][10]. Group 1: Technological Advancements - Sungrow's networked technology enhances grid flexibility, facilitates efficient integration of renewable energy, and ensures stable power system operation, making it a focal point in the global energy industry [4]. - The company has developed a multi-dimensional self-synchronizing stable source network, capable of smooth switching between strong and weak grids, and can handle a wide frequency range for oscillation suppression [5][4]. - The innovative wind-solar-storage panoramic network allows for flexible solution selection and economic power distribution, addressing self-stabilization issues in weak grids [5][4]. Group 2: Practical Applications and Global Reach - Sungrow's networked technology has been validated through various projects, including the first networked doubly-fed wind turbine in Zhangjiakou, China, and the highest-altitude photovoltaic power station in Tibet [7][8]. - The company has successfully implemented the world's largest wind-solar-storage hydrogen complementary project in Saudi Arabia and has contributed significantly to grid stability in the UK and Australia [8][7]. Group 3: Industry Context and Strategic Positioning - The article discusses the challenges faced by the solar and energy storage industries, including significant price drops leading to increased operational pressures on companies [10][11]. - Sungrow advocates for a "value over price" approach, emphasizing technological innovation to create long-term value for customers, thus setting a precedent for high-quality industry development [11][10].

Core Viewpoint - The academic evaluation of "Key Technologies and Applications of Networked Wind-Solar-Storage Systems" submitted by Sungrow Power Supply has been recognized as reaching an international leading level, which is expected to set a technical benchmark for the industry and guide healthy development [1][8]. Group 1: Technological Advancements - Networked technology is a key technology for building new power systems, enhancing grid flexibility, and ensuring stable operation of power systems, attracting global industry attention [2]. - Sungrow Power Supply has made significant progress in networked technology, addressing technical bottlenecks such as the limitations of single control mode in grid-connected converters and the adaptability of network algorithms under wide-ranging disturbances [2][3]. - The company has pioneered multi-dimensional self-synchronizing stable source network technology, achieving smooth switching between strong and weak grids and comprehensive support for various oscillation suppression [2][3]. Group 2: Practical Applications - Sungrow Power Supply's networked technology has been validated through multiple projects globally, demonstrating its effectiveness in various grid conditions [6][7]. - The company has successfully integrated its networked systems in significant projects, including the world's highest photovoltaic power station in Tibet and the largest wind-solar-storage hydrogen complementary project in Saudi Arabia [6][7]. - In the UK, Sungrow's systems contributed to stabilizing the grid frequency during critical moments, showcasing their rapid response capabilities [6]. Group 3: Industry Impact and Strategy - The recognition of Sungrow's networked technology is expected to drive upgrades in the renewable energy industry and influence government energy policy [8][9]. - The company emphasizes a strategy of "not competing on price but on technology," focusing on long-term value creation through continuous innovation in networked technology [9]. - The competitive landscape in the photovoltaic and energy storage sectors is marked by significant price declines, which pose risks to product quality and safety, highlighting the importance of technological differentiation [8][9].

Core Viewpoint - The technology developed by Sungrow Power Supply for the "full network wind-solar-storage construction network system" has been recognized as reaching an international advanced level by a committee of 15 experts from various authoritative organizations in the field of electrical engineering [1][2]. Group 1: Technology and Innovation - The construction network technology addresses significant technical barriers in the industry, focusing on algorithmic core, safety and energy management support, and wind-solar-storage applications as its foundation [2]. - Sungrow Power Supply's technology has achieved over 10 industry-first innovations, including panoramic construction network and system-level construction network [2]. - The technology has demonstrated clear advantages in 15 key performance metrics related to construction network, such as system tolerance and safety [2]. Group 2: Industry Impact - The ongoing integration of new power electronics poses increasing challenges to the stable operation of the power grid, making construction network technology crucial for maintaining grid stability [2]. - Sungrow Power Supply has been engaged in the construction network field for 20 years, leveraging its extensive experience in global grid connection to drive technological advancements that benefit end-users across the power grid [5].

Core Viewpoint - The article highlights the advancements made by Sungrow Power Supply in the field of grid-connected technology, emphasizing its international leading position and the successful application of its innovative solutions in various global projects [2][10]. Group 1: Technological Innovations - Sungrow Power Supply has developed key technologies for grid-connected systems, including wide-area disturbance control, multi-source collaborative control, and AI-based energy management systems, which have all been recognized as reaching international leading standards by a committee of experts [4][5]. - The company has pioneered multi-dimensional self-synchronizing stable source grid technology, enabling smooth switching between strong and weak grids and enhancing the system's resilience to extreme conditions [8]. - The introduction of a panoramic grid-connected solution allows for flexible scheme selection and economic power distribution, achieving up to a 25% reduction in generation costs [8]. Group 2: Practical Applications - Sungrow's grid-connected technology has been successfully implemented in various international projects, such as the world's largest wind-solar-storage hydrogen complementary project in Saudi Arabia and a significant energy storage system in the UK that helped stabilize the grid during frequency drops [10]. - The company has established the largest simulation testing platform in the global power electronics sector, allowing it to adapt its solutions to different national grid standards and requirements [9]. Group 3: Market Performance - Sungrow Power Supply is preparing for a Hong Kong stock listing, with a reported storage revenue of 17.803 billion in the first half of 2025, reflecting a year-on-year growth of 127.78% and a gross margin of 39.92% [14]. - The company has secured a significant 2.4 GWh energy storage order in Europe, marking its entry into the Bulgarian market [14].

Core Viewpoint - The article highlights that Sunshine Power has achieved international leadership in the technology and application of a comprehensive wind-solar-storage grid system, as recognized by a committee of experts from various authoritative organizations in China [1][3]. Group 1: Technological Breakthroughs - Sunshine Power has addressed technical bottlenecks related to single control modes of grid-connected converters, achieving breakthroughs in multi-source collaborative control and wide-area fault adaptation [3]. - The company has developed four key technologies: wide-area disturbance grid control, wind-solar-storage converter regulation, active safety design for wind-solar-storage grid devices, and an AI-based energy management system, all of which received unanimous approval from the expert committee [3][4]. Group 2: System Reliability and Flexibility - The company has pioneered a multi-dimensional self-synchronizing stable source grid technology, enabling smooth switching between strong and weak grids and supporting a wide frequency range for oscillation suppression [6]. - Sunshine Power's wind-solar-storage panoramic grid solution allows for flexible scheme selection and economic power distribution, achieving 100% grid connection in all weather conditions and reducing generation costs by up to 25% [6]. Group 3: Global Implementation and Experience - Sunshine Power possesses the largest simulation testing platform among global power electronics suppliers and has the most grid access licenses across various countries, allowing for tailored designs based on regional grid conditions [7]. - The company's grid technology has been successfully implemented in multiple international projects, including the world's largest wind-solar-storage hydrogen complementary grid project in Saudi Arabia and a significant energy storage system in the UK that contributed to grid frequency stabilization [7][8]. Group 4: Industry Impact - The advancements in grid technology by Sunshine Power are expected to drive technological upgrades and iterations across the entire industry, enhancing overall performance and reliability [8].

Core Viewpoint - The article highlights that Sunshine Power has achieved international leadership in the development of key technologies for a comprehensive wind-solar-storage grid system, as recognized by a committee of experts from various authoritative organizations in China [1][5]. Group 1: Technological Advancements - Sunshine Power has pioneered a multi-dimensional synchronous stable grid technology, enabling smooth switching between strong and weak grids, comprehensive support for symmetrical/asymmetrical phase angle jumps, and oscillation suppression across a full frequency range of 0.1Hz to 2.4kHz [5]. - The company has developed four key technologies: wide-area disturbance grid control, wind-solar-storage inverter regulation, active safety design for wind-solar-storage grid devices, and an AI-based energy management system, all of which received unanimous approval from the expert committee [5][6]. Group 2: Economic and Operational Efficiency - The innovative wind-solar-storage panoramic grid solution allows for more flexible scheme selection and economic power transmission and distribution, achieving 100% grid stability in GW-level wind-solar-storage stations, with a potential reduction in generation costs by up to 25% [6]. - Sunshine Power has overcome limitations in PCS grid technology by achieving system-level grid integration, which enhances energy response accuracy and ensures safety through advanced thermal management and arc control technologies [6][7]. Group 3: Global Implementation and Impact - Sunshine Power's grid technology has been successfully implemented in various international projects, including the world's largest wind-solar-storage hydrogen complementary grid project in Saudi Arabia and a significant energy storage system in the UK that contributed to stabilizing the national grid [7]. - The company has extensive experience with over 870GW of grid integration globally, allowing it to adapt its technology to diverse national and regional grid scenarios, thereby driving technological upgrades across the industry [6][7].

Core Viewpoint - The development of UHVDC (Ultra High Voltage Direct Current) technology is becoming a significant aspect of China's international presence, with companies like Borui Electric leading the way in overseas projects [1][2]. Group 1: UHVDC Technology and Projects - UHVDC technology is crucial for large-capacity, long-distance power transmission and interconnection of power grids, widely applied in major domestic and international projects [2]. - China has completed 23 UHVDC projects domestically, with Borui Electric supplying core equipment for 19 of them, including the world's highest voltage level project, Changji-Guquan ±1100kV UHVDC project [3]. - Borui Electric has established a strong reputation internationally, attracting many countries to choose Chinese manufacturers for UHVDC projects, as seen in the Brazil Belo Monte Phase II ±800kV UHVDC project [3][4]. Group 2: International Expansion and Innovations - Many countries are opting for Chinese manufacturers for the renovation of existing UHVDC projects, such as Borui Electric's first overseas UHVDC converter valve renovation project at Brazil's Itaipu Hydropower Station [4]. - Borui Electric and other companies from Changzhou are promoting "Changzhou manufacturing" globally, further solidifying Changzhou's position in the UHV transmission and transformation equipment manufacturing sector [4]. Group 3: Flexible DC Technology - The increasing share of renewable energy in the power grid poses challenges for stability, leading to the emergence of flexible DC transmission technology [5]. - By 2025, it is projected that wind and solar power installations in China will reach approximately 1.65 billion kilowatts, accounting for 46% of total power installations, necessitating UHVDC for long-distance transmission [5]. - The world's first UHV flexible DC project, Gansu to Zhejiang ±800kV, began construction in July 2024, with Borui Electric participating in the world's largest flexible DC back-to-back project in Dongguan [6]. Group 4: Future Developments and Innovations - Borui Electric is accelerating the development of grid-forming energy storage systems, intelligent pumped storage, and flexible low-frequency transmission technologies to support the new power system [6]. - The company has successfully developed grid-forming energy storage and other technologies, which are essential for the rapid development of new power systems [6].