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储能行业暖意渐浓,长时储能成竞逐焦点
Mei Ri Jing Ji Xin Wen· 2025-08-24 13:25
Group 1 - The core viewpoint of the articles revolves around the evolving landscape of the energy storage industry, particularly the shift towards long-duration energy storage solutions and the increasing competitiveness among companies in this sector [1][2][3]. - HaiCheng Energy's focus on energy storage since its inception has led to significant growth, with its global ranking in shipment volume rising from fifth in 2023 to second in the first half of 2024 [3][4]. - The Chinese energy storage market is experiencing a transformation, with a projected planning capacity of over 1000GWh for 2024, but actual shipment volume only reaching 300GWh, indicating a utilization rate of less than 35% [1][5]. Group 2 - The demand for long-duration energy storage has surged, with major companies like CATL and EVE Energy beginning to invest heavily in this area, reflecting a broader recognition of the need for storage solutions in the energy transition [2][3]. - HaiCheng Energy has launched the world's first 1000Ah long-duration energy storage battery, with plans for rapid upgrades and iterations of their storage systems [4][5]. - The overseas energy storage market is also expanding, with a significant increase in orders, as evidenced by a 97% year-on-year growth in global energy storage cell shipments in the first half of 2025 [6].
订单排到10月 工厂满产运转超半年 储能行业回暖了?
Mei Ri Jing Ji Xin Wen· 2025-08-23 09:51
每经记者|鄢银婵 每经编辑|张海妮 市场风向变了。 2019年5月,国家发展改革委印发《输配电定价成本监审办法》,明确规定储能设施不得计入输配电 价,这一政策意味着电网公司无法通过输配电价回收电网侧储能项目的成本,直接影响了电网侧储能项 目的经济效益和投资吸引力,导致电网侧储能项目投资建设停滞。 2019年11月,国家电网公司发布了《关于进一步严格控制电网投资的通知》,规定不得以投资、租赁或 合同能源管理等方式开展电网侧电化学储能设施建设,不再安排抽水蓄能新开工项目。这一政策进一步 限制了电网侧储能的发展,减少了储能项目的实施和投资。 "动力+储能",还是"动力"或"储能",曾令诸多储能企业举棋不定。 彼时,动力电池是新能源领域资本热钱的宠儿,不论是技术路径、商业模式还是政策护航,一应俱全。 储能,则恰好是动力电池的另一面。 8月22日,重庆铜梁,随着海辰储能第100GWh产品下线,这一难题的答案也变得清晰起来。"从创立 起,我们便选择'专注储能'的道路,具备从材料体系到产品体系、从系统集成到整站服务全链条的能 力,全部为储能而生。"海辰储能重庆制造基地总经理叶蓁表示,出货量排名提升很大程度上源于"专 注"。 ...
中电鑫龙:储能产品包括储能液冷户外柜(包含液冷储能系统)、储能风冷户外柜等
Mei Ri Jing Ji Xin Wen· 2025-08-22 01:53
Group 1 - The company has developed three main business segments: "Smart Energy Use, Smart New Energy, and Smart City" [2] - In the Smart New Energy sector, the company focuses on energy storage products, photovoltaic power stations, carbon management software platforms for parks (enterprises), and charging pile products [2] - The energy storage products include outdoor cabinets with liquid cooling systems, which help dissipate heat from energy storage batteries, and outdoor cabinets with air cooling [2] Group 2 - The liquid cooling energy storage systems are designed to achieve peak shaving and valley filling, reduce electricity costs, and support multiple value benefits such as carbon emission reduction [2]
以科技之“智”应对自然之“变”
Core Viewpoint - The article emphasizes the evolution of Zhejiang Electric Power in response to extreme weather challenges over the past 20 years, highlighting the transition from traditional disaster response to a more proactive, technology-driven approach to ensure grid reliability and resilience [2][4][19]. Group 1: Historical Context and Development - Twenty years ago, the phrase "Electricity is of utmost importance, and the grid is the lifeline" laid the foundation for Zhejiang Electric Power's mission [2]. - The company has consistently prioritized the understanding of electricity's significance and the protection of the grid, which connects households and supports economic activity [2][4]. Group 2: Technological Advancements - Zhejiang Electric Power has shifted from a passive disaster response to an active network strengthening strategy, focusing on building a "typhoon-resistant grid" [5]. - The company has implemented high-level disaster prevention measures, including the construction of the first self-healing island smart microgrid in Zhoushan, which can operate independently during outages [5][6]. - In Lishui, the reliability of power supply reached 99.99% in 2024, with average outage duration reduced by 37 minutes compared to the previous year [6]. Group 3: AI and Predictive Technologies - The company has developed an AI-based typhoon early warning module that improved prediction accuracy by approximately 30 kilometers, leading to a 69.58% power restoration rate within two hours during typhoon events [13][14]. - The establishment of a typhoon monitoring and early warning center has enhanced the ability to monitor weather conditions affecting the grid [15]. Group 4: Infrastructure and Monitoring Enhancements - Zhejiang Electric Power has installed various sensors and monitoring systems in substations to detect flooding and improve overall grid resilience [8]. - The company has created a robust and intelligent distribution network, enhancing the overall power supply capability and reliability [8][16]. Group 5: Future Directions - The company aims to further enhance the grid's resilience and self-healing capabilities through the integration of artificial intelligence and advanced monitoring systems [25][26]. - There is a focus on expanding the coordination of energy sources, loads, and storage to improve system flexibility and reliability in the face of uncertainties [27].
用电负荷连破历史纪录,“模范生”浙江如何高温应“烤”?
3 6 Ke· 2025-07-24 23:29
Core Insights - Zhejiang's electricity load has reached a historical high of 126 million kilowatts as of July 16, 2023, driven by increased demand due to high temperatures and industrial activity [1][3] - The province is facing significant challenges in electricity supply, being the largest increase in electricity consumption nationwide, with the highest utilization rate of power generation equipment and the largest proportion of external electricity supply [3][4] Group 1: Electricity Supply and Demand - The peak electricity load in Zhejiang reached 121.73 million kilowatts on July 4, 2023, 15 days earlier than the previous year [3] - Forecasts predict that the summer peak loads will reach 133 million kilowatts and 117 million kilowatts during afternoon and evening peaks, respectively, representing a year-on-year increase of 7.8% [3] - Zhejiang's energy investment reached 75.4 billion yuan in the first five months of 2023, a year-on-year increase of 23%, with total installed power generation capacity exceeding 170 million kilowatts, up over 21% [5][6] Group 2: Energy Projects and Infrastructure - Key power projects, including three high-efficiency coal power units, have been successfully commissioned, significantly contributing to the province's summer peak electricity supply [5] - By the end of 2024, Zhejiang's total installed power generation capacity is expected to reach 150 million kilowatts, a 47% increase from the end of 2020 [6] - The province has also expanded its external electricity supply, with the maximum external purchased electricity resources reaching 43.4 million kilowatts, an increase of about 10% compared to 2024 [6] Group 3: Renewable Energy and Storage Solutions - As of June 2023, Zhejiang's photovoltaic installed capacity reached 60.26 million kilowatts, making it the largest power source in the province, with renewable energy accounting for over 50% of the total installed capacity [5] - The province's grid-side energy storage capacity reached 2.36 million kilowatts, with a maximum output exceeding 2 million kilowatts, helping to alleviate supply pressure during peak periods [8] - The establishment of virtual power plants in Zhejiang marks a significant step towards integrating new energy systems, with the first market response involving 19 virtual power plants aggregating 265 secondary users [9]
从电芯破局!AI算力时代,安全痛点有解了!
起点锂电· 2025-07-24 09:38
Core Viewpoint - The article emphasizes the urgent need for green energy solutions in data centers, driven by the rise of AI and the implementation of mandatory green electricity trading in China, highlighting the importance of energy storage systems in this transition [1][5][26]. Group 1: Industry Trends - The global proliferation of AI is leading to an energy revolution in data centers, with a focus on building photovoltaic storage systems and increasing the application rate of green energy [1]. - Data centers are facing challenges such as high electricity dependency, costs, and energy consumption, necessitating a shift towards renewable energy and improved energy management systems [5]. - The energy consumption of data centers is projected to rise significantly, with estimates indicating that their share of total electricity consumption in China could increase from 3% in 2022 to over 5% [19]. Group 2: Company Developments - Desay Battery has launched a dedicated battery and system solution for data centers, aimed at ensuring high-quality development in the AI computing era [1][10]. - The company introduced a new generation of lithium battery UPS systems capable of meeting high power discharge demands, with a maximum discharge rate of 8C and a power capacity of up to 320kW [21]. - Desay Battery's proactive safety technology has achieved a heat runaway suppression efficiency of 99.3%, significantly enhancing the safety standards for energy storage systems [14][15]. Group 3: Strategic Collaborations - Desay Battery has signed strategic cooperation agreements with several companies to integrate technology development and product innovation in the green computing sector [26]. - The company has secured a 1GWh procurement agreement with Romania's Voltika Group for its proactive safety AI battery systems, indicating strong market interest and confidence in its technology [28]. Group 4: Regulatory Environment - The implementation of China's first mandatory national standard for lithium battery safety (GB 44240-2024) on August 1, 2023, marks a significant upgrade in safety requirements for energy storage systems [14].
新型电力系统报告之四:电网发展回顾及后续展望:特高压稳步推进,隐忧仍在,配网低于预期改革初见端倪
Hua Yuan Zheng Quan· 2025-07-08 06:56
Investment Rating - The report maintains a "Positive" investment rating for the power equipment industry [4] Core Insights - The dual carbon strategy emphasizes the coexistence of highly clean power generation and highly electrified power consumption, with the grid serving as a crucial link between the two [4][7] - The development of ultra-high voltage (UHV) technology is essential for achieving carbon neutrality, but progress has been slower than expected [4][8] - The distribution network is critical for renewable energy consumption, yet investment during the 14th Five-Year Plan period has fallen short of expectations [4][39] Summary by Sections Ultra-High Voltage (UHV) - UHV is a key component of the dual carbon strategy, with a planned investment of 380 billion yuan for over 30,000 kilometers of lines and a capacity of 340 million kilovolt-amperes [8] - The actual progress of UHV projects has been below expectations, with only eight projects likely to be completed by 2025 [16][18] - The shift towards flexible direct current technology is noted, as it allows for higher proportions of renewable energy to be transmitted [22][24] Distribution Network - The distribution network's role has evolved significantly post-dual carbon strategy, requiring upgrades to accommodate distributed energy resources [39][40] - Despite a consensus on the need for increased investment in the distribution network, actual investment levels have been lower than anticipated during the 14th Five-Year Plan [47] - The rapid growth of distributed solar power has led to challenges in the capacity of the distribution network, necessitating further enhancements [50]
描绘新画卷 尽揽好“风”“光”
Group 1 - The core viewpoint of the news highlights the significant growth of renewable energy capacity in Jiuquan, with the total installed capacity exceeding 40 million kilowatts, of which over 80% is from renewable sources [2][3] - Jiuquan is recognized as a key area for renewable energy development in China, benefiting from abundant wind and solar resources, and has transformed from a resource-rich city to a strong energy city [3][11] - The Jiuquan Power Supply Company is actively promoting the development of renewable energy projects and enhancing the integration of renewable energy with the power system, aiming for high-quality growth in the renewable energy industry [5][6] Group 2 - Since the 14th Five-Year Plan, Jiuquan has issued indicators for three batches of national large-scale renewable energy projects, with a total installed capacity of 13.8 million kilowatts [7] - The company is collaborating with local governments and renewable energy enterprises to ensure safe grid access for renewable energy and is focused on building a new type of power system [7][9] - Jiuquan is leveraging its resource advantages to foster a cluster of renewable energy equipment manufacturing, with the industrial output value expected to exceed 23 billion yuan by 2024 [11][13] Group 3 - The establishment of the first "source-grid-load-storage" innovation consortium in Jiuquan aims to enhance the development of renewable energy and storage systems [13] - The company is exploring various integration models for renewable energy and storage, while also working on projects to improve the reliability of power supply in the region [13] - Jiuquan is positioned as a crucial hub for renewable energy and equipment manufacturing, contributing to national goals of carbon peak and carbon neutrality [10][14]
斩获547亿元订单,中国中车发力新能源业务
Group 1 - China CRRC signed several major contracts totaling approximately 54.74 billion RMB, accounting for 22.2% of the company's projected revenue for 2024 [1] - The contracts span various sectors including urban rail transit, high-speed trains, locomotives, and freight cars, with urban rail contracts amounting to about 18.22 billion RMB [1] - In the high-speed train sector, contracts worth approximately 15.12 billion RMB were signed with China National Railway Group and Guangdong Guangzhan Railway [1] Group 2 - China CRRC has been expanding into the renewable energy sector, establishing a complete wind power equipment industry chain and integrated solutions for "wind-solar-storage-hydrogen" [2] - The company's revenue for 2024 is projected at 246.46 billion RMB, with a year-on-year growth of 5.21%, and new industry revenue contributing 35% of total revenue [2] - The implementation of policies for the transformation of old diesel locomotives and the recent issuance of the "Railway Equipment Update and Renovation Action Plan" will strongly support China CRRC's renewable energy locomotive business [2]
中国中车频签百亿元级大单
Group 1 - China CNR announced the signing of several major contracts totaling approximately 547.4 billion yuan, accounting for 22.2% of the expected revenue for 2024 [2] - Among the six major contracts signed, three exceeded 100 billion yuan and were related to railway equipment, including contracts with Shenzhen Metro Group, Hangzhou Metro Operation, and MTR Corporation [2] - In Q1 2025, China CNR reported a revenue of 48.671 billion yuan, a year-on-year increase of 51.23%, primarily driven by the growth in railway equipment revenue [2] Group 2 - The railway equipment business generated a revenue of 25.786 billion yuan in Q1 2025, reflecting a year-on-year increase of 93.63%, attributed to increased sales of high-speed trains and freight cars [2] - China CNR also signed contracts worth approximately 5.36 billion yuan for wind power and energy storage equipment with companies such as Inner Mongolia Sanxia Mengneng Energy and Goldwind Technology [3][4] - The company has seen a growth trend in the total value of wind power and energy storage contracts since 2024, indicating a strategic expansion in emerging industries [4]