Event Overview - The event titled "2025 User-Side Energy Storage and Battery Technology Forum" will take place on December 19, 2025, in Shenzhen, focusing on new energy storage technologies and building a new industrial ecosystem [1] - The event will feature the release of the first global white paper on user-side energy storage, including rankings for top 10 shipments of household, commercial, and portable energy storage systems [1][2] Key Highlights - The forum is the first professional summit dedicated to user-side energy storage technologies, covering household, commercial, and portable storage [1][2] - It will address over 30 core topics, exploring technological breakthroughs, safety challenges, and value chain restructuring [2] - The event is expected to gather over 600 decision-makers from leading companies and attract more than 20,000 online viewers, reaching an audience of over 1 million across the industry [2] Participating Companies - Notable energy storage system companies include Huawei, BYD, Sungrow, and Airo Energy, among others [4] - Key battery manufacturers participating include CATL, EVE Energy, and Gotion High-Tech [4] - Supporting materials and equipment companies include BTR, Enjie, and Hunan YN Energy [4] Registration Details - The registration fee is 2888 RMB per person, which includes access to the conference, meals, and copies of the global lithium battery and user-side energy storage industry white papers [5]

Core Insights - Xizi Clean Energy (西子洁能) is actively engaging with institutional investors to discuss its business operations and market opportunities [1] Business Overview - Xizi Clean Energy has a long history since its establishment in 1955 and was listed on the Shenzhen Stock Exchange in 2011. The company operates in multiple sectors, including waste heat boilers, clean energy equipment, solutions, spare parts, and services [2] Development Plans - In the solar thermal industry, the company aims to secure orders for three 350 MW solar thermal power plants in Qinghai Province, leveraging its strengths to transition into the solar thermal 4.0 model [3] - The company is exploring green electricity direct connection mechanisms and has established a zero-carbon factory and large-scale user-side molten salt energy storage projects to support low-carbon transformations in industrial parks [4] - With over 20 years of experience in the nuclear power sector, Xizi Clean Energy plans to enhance its layout by upgrading manufacturing workshops and establishing joint ventures focused on nuclear island equipment R&D and controllable nuclear fusion projects by 2025 [5] Market Expansion - The company is pursuing growth in the new energy and energy storage markets by expanding application scenarios based on molten salt storage technology, while also enhancing its manufacturing capabilities in the nuclear power sector and increasing its international market share [6] - Xizi Clean Energy is focusing on Southeast Asia, South America, and countries along the Belt and Road Initiative for overseas market expansion. The recognition of domestic brands is increasing, leading to a rise in overseas orders since 2024, which has become a significant part of the company's performance growth [7]

Core Insights - Xizi Clean Energy (002534) engaged in discussions with eight institutions, including CITIC Securities, regarding its business operations, market positioning, and order status [1] Business and Market Layout - Established in 1955, Xizi Clean Energy's operations include waste heat boilers, clean energy equipment, solutions, spare parts, and services, targeting high-energy-consuming industries and the renewable energy sector [1] - Future growth areas include: - New energy and energy storage, leveraging molten salt storage technology for solar thermal power and user-side storage applications, with significant advantages and broad application potential [1] - Nuclear power market, enhancing capabilities at the Chongxian manufacturing base to support business growth [1] - International market expansion, focusing on increasing market share with gas turbine waste heat boilers and exploring overseas OEM opportunities [1] Order Situation - In the first three quarters of 2025, the company secured new orders totaling 4.054 billion yuan, with specific contributions from: - Waste heat boilers: 1.196 billion yuan - Clean energy equipment: 426 million yuan - Solutions: 1.94 billion yuan - Spare parts and services: 492 million yuan - As of September 30, 2025, the total order backlog stood at 5.884 billion yuan [2] - Developments in various sectors include: - Solar thermal industry, with Xizi Clean Energy aiming for three 350MW project orders [2] - User-side energy storage, with completed zero-carbon factories and molten salt storage projects [2] - Nuclear power, with over 20 years of experience and plans to upgrade workshops and establish joint ventures for key equipment R&D [2] Product Gross Margin - In the first half of 2025, gross margins were reported as follows: - Waste heat boilers: 29.68% - Clean energy equipment: 14.35% - Solutions: 15.97% - Spare parts and services: 31.61% - Compared to the same period last year, gross margins for waste heat boilers, solutions, and spare parts and services have increased, indicating a focus on improving order quality and profitability [3]

Core Insights - The article discusses the upcoming 2025 User-Side Energy Storage Battery Technology Forum and Global User-Side Energy Storage White Paper Release, scheduled for December 19, 2025, in Shenzhen, focusing on user-side energy storage technologies [1][2]. Event Overview - The event will feature over 600 core decision-makers from the energy storage industry and is expected to attract more than 20,000 online viewers, reaching an audience of over 1 million [1]. - The forum aims to address over 30 core topics, including technological breakthroughs, safety challenges, and value chain restructuring [1]. Key Activities - The forum will include the release of the first global user-side energy storage industry white paper, which will feature rankings for household storage, commercial storage, and portable storage battery shipments [1][3]. - A series of specialized sessions will cover topics such as household energy storage safety systems, battery technology trends, and the international market for household energy storage [3][4]. Participating Companies - Notable companies expected to attend include Huawei, BYD, and CATL, among others, representing various sectors such as energy storage systems, battery manufacturing, and supporting materials and equipment [4]. Registration Details - The registration fee is set at 2888 yuan per person, which includes access to the forum, meals, and copies of the white papers [6].

Core Insights - The article discusses the upcoming 2025 User-Side Energy Storage Battery Technology Forum and Global User-Side Energy Storage White Paper Release, scheduled for December 19, 2025, in Shenzhen, focusing on user-side energy storage technologies [1][2]. Event Overview - The event will feature over 600 core decision-makers from the energy storage industry and is expected to attract more than 20,000 online viewers, reaching an audience of over 1 million across the industry [1]. - The forum aims to address over 30 core topics, including technological breakthroughs, safety challenges, and value chain restructuring [1]. Key Activities - The forum will include the release of the first global user-side energy storage industry white paper, which will feature rankings for top 10 shipments of household, commercial, and portable energy storage batteries [1][3]. - A series of specialized sessions will cover topics such as household energy storage safety systems, battery technology trends, and the international market for household energy storage [3][4]. Participating Companies - Notable companies expected to participate include Huawei, BYD, and CATL, among others, representing various sectors such as energy storage systems, battery manufacturing, and supporting materials and equipment [4]. Registration Details - The registration fee for the event is set at 2888 yuan per person, which includes access to the forum, meals, and copies of the white papers [6].

Core Viewpoint - The article discusses the upcoming 2025 User-Side Energy Storage Battery Technology Forum, focusing on advancements in household, commercial, and portable energy storage technologies, and the release of a global white paper on user-side energy storage [1][2]. Event Overview - The forum will take place on December 19, 2025, in Shenzhen, featuring over 600 industry decision-makers and an online audience of over 20,000 [1]. - The event aims to explore new energy storage technologies and build a new industrial ecosystem [1]. Key Activities - The forum will include the release of the first global white paper on user-side energy storage, detailing rankings for household, commercial, and portable energy storage systems [1][3]. - Discussions will cover over 30 core topics, including technological breakthroughs, safety challenges, and value chain restructuring [1]. Agenda Highlights - The agenda includes sessions on household energy storage safety systems, market trends, and innovations in battery technology [3][4]. - There will be dedicated sessions for portable energy storage and commercial energy storage, addressing safety standards and market opportunities [4]. Participating Companies - Notable companies expected to attend include Huawei, BYD, and CATL, among others, representing various sectors such as energy storage systems, battery manufacturing, and supporting materials [4]. Registration Details - Registration fee is set at 2888 RMB per person, which includes access to the forum, meals, and copies of the white papers [6].

Summary of Key Points Core Viewpoint - The article provides an analysis of the new energy storage market in China, focusing on the user-side market for August 2025, highlighting significant growth in installed capacity and the dominance of commercial applications in this sector [2][5]. Group 1: Overall Market Analysis - In August 2025, the total newly commissioned energy storage projects in China reached 2.90 GW and 7.97 GWh, representing a year-on-year increase of 30% and 43%, respectively, but a month-on-month decrease of 11% and 10% [2][4]. - The user-side energy storage market saw a significant increase in installed capacity, with 408.3 MW and 894.3 MWh added, marking a year-on-year growth of 124% and 137%, and a month-on-month increase of 66% and 73% [5][6]. Group 2: User-Side Market Characteristics - The user-side storage market is predominantly driven by commercial applications, accounting for over 90% of the new installations. The commercial sector added 376.63 MW and 828.85 MWh, with year-on-year growth of 115% and 131% [6][9]. - All newly commissioned projects utilized electrochemical storage technology, with lithium iron phosphate battery technology comprising 98.7% of the installed capacity. Additionally, two vanadium redox flow battery projects and one solid lead battery project were completed, with an average storage duration of 4.19 hours [6][9]. Group 3: Regional Distribution - The newly commissioned projects were primarily concentrated in Guangdong, Sichuan, Jiangsu, Anhui, and Zhejiang, with Guangdong accounting for 35% of the total installed capacity. Jiangsu had the highest number of projects, making up over 20% of the national total [9][10]. - In Guangdong, financial incentives were provided for new energy storage projects, including a maximum subsidy of 1 million yuan for virtual power plant connections [9][10]. Group 4: Price Differential and Market Dynamics - The price differential between peak and valley electricity rates exceeded 0.7 yuan/kWh in 21 provinces, with some areas in Guangdong surpassing 1 yuan/kWh. This creates a high potential for "price arbitrage" in user-side storage, making it a key area for investment [10][13]. - However, the current user-side storage projects primarily adopt a contract energy management model, which complicates profit-sharing with industrial users, leading to challenges in charging for electricity savings [10][13].

Core Viewpoint - The article discusses the upcoming 2025 User-Side Energy Storage Battery Technology Forum, focusing on advancements in household, commercial, and portable energy storage technologies, and the release of a global white paper on user-side energy storage [1][2]. Event Overview - The forum will take place on December 19, 2025, in Shenzhen, featuring over 600 industry decision-makers and an online audience of over 20,000 [1]. - The event aims to explore new energy storage technologies and build a new industrial ecosystem [1]. Key Activities - The forum will include the release of the first global white paper on user-side energy storage, detailing the top 10 rankings for household, commercial, and portable energy storage battery shipments [1][3]. - Discussions will cover over 30 core topics, including technological breakthroughs, safety challenges, and value chain restructuring [1][3]. Agenda Highlights - The agenda includes sessions on household energy storage safety systems, market trends, and innovations in battery technology [3][4]. - There will be dedicated sessions for portable energy storage and commercial energy storage, addressing safety standards and market opportunities [4]. Participating Companies - Notable companies expected to attend include Huawei, BYD, and CATL, among others, representing various sectors such as energy storage systems, battery manufacturing, and supporting materials [4]. Registration Details - Registration fee is set at 2888 RMB per person, which includes access to the forum, meals, and copies of the global white papers [6].

Core Insights - The article discusses the upcoming 2025 User-Side Energy Storage Battery Technology Forum and Global User-Side Energy Storage White Paper Release, scheduled for December 19, 2025, in Shenzhen, focusing on user-side energy storage technologies [1][2]. Event Overview - The event will feature over 600 core decision-makers from the energy storage industry and is expected to attract more than 20,000 online viewers, reaching an audience of over 1 million across the industry [1]. - The forum aims to address over 30 core topics, including technological breakthroughs, safety challenges, and value chain restructuring [1]. Key Activities - The forum will include the release of the first global user-side energy storage industry white paper, which will feature rankings for household storage, commercial storage, and portable storage battery shipments [1][3]. - A series of specialized sessions will cover topics such as household energy storage safety systems, battery technology trends, and the international market for household energy storage [3][4]. Participating Companies - Notable companies expected to participate include Huawei, BYD, and CATL, among others, representing various sectors such as energy storage systems, battery manufacturing, and supporting materials and equipment [4]. Registration Details - The registration fee for the event is set at 2888 yuan per person, which includes access to the forum, meals, and copies of the white papers [6].

Core Viewpoint - Xizi Clean Energy is actively expanding its business across multiple sectors, leveraging government policies and technological advancements to explore new market opportunities and enhance its competitive position in both domestic and international markets [1][3][4]. Group 1: Business Overview - Established in 1955 and listed in 2011, Xizi Clean Energy's main business areas include waste heat boilers, clean energy equipment, solutions, spare parts, and services [2]. - The company's waste heat boiler products serve high-energy-consuming industries such as power and steel, while its clean energy equipment focuses on waste incineration and biomass [2]. Group 2: Policy Support and Market Opportunities - Recent government policies encourage green electricity projects and zero-carbon park construction, which Xizi Clean Energy is capitalizing on by developing the first zero-carbon factory in China and the largest user-side molten salt energy storage project in Zhejiang [3]. - The company aims to explore market opportunities in the Shaoxing green electricity model, providing comprehensive energy solutions to clients [3]. Group 3: Future Market Directions - Xizi Clean Energy's future growth markets include the renewable energy sector, leveraging molten salt storage technology for various applications, and the nuclear power market, where it plans to establish a joint venture to seize business opportunities [4]. - The company is also focused on expanding its international market presence, particularly in Southeast Asia, South America, and countries along the Belt and Road Initiative, with an increasing share of overseas orders since 2024 [5]. Group 4: Industry Participation and Technological Advancements - The company has been involved in the solar thermal power sector since 2010 and aims to secure orders for three 350MW projects, benefiting from its early entry into the market [6]. - With over 20 years of experience in the nuclear power sector, Xizi Clean Energy is intensifying its efforts in this area and is also advancing the flexibility transformation of thermal power plants [7].