行家说储能获悉，包括宁德时代、华为数字能源、远东电池、弘正储能、智光储能、云储循环在内的多家企业，共计10个工商业储能项目最新进展情况。 项目公示简介如下： 近日，工商业储能市场频频传来好消息。 | 企业 | 项目简介 | | --- | --- | | 宁德时代 | 在宁德时代北方开拓市场的大背景下，一次工商储项目的实践落地 | | 华为数字能源 | 华为构网型储能的又一工商业储能市场落地实践 | | 远东电池 | 远东电池加速布局河北储能市场 | | 智光储能 | 国内首例全绿电炼钢用户侧构网型储能 | | 弘正储能 | 河南商丘阿斯贝拉1.5MW/3.132MWh工商业储能项目 | | | 河南郑州三华科技1.505MW/2.926MWh工商业储能项目 | | 云储循环 | 贵州省首个10kV接入的工商业储能项目 | | 润鑫能源 | 焊材行业的工商业储能项目 | | 正泰新能源 | 100MWh工商业储能项目 | | 办鑫晟能 | 四川广元市首个用户侧储能项目并网 | ▋ 宁德时代 ： 30MW/60MWh工商储项目 日前，宁德时代在山东济宁落地了一工商储项目 ，为 华勤橡胶工业集团与宁德时代合作的3 ...

南方电网广西电网公司创新部副总经理黄家丰表示，伏林电站的建设与升级，实现从技术验证向系统优 化的深度跃升，为钠离子电池技术在大规模储能领域的标准化推广筑牢根基。 为攻克钠离子电池储能技术难题，2024年，南方电网广西电网公司联合中国科学院等科研单位组成攻关 团队，研制出210安时钠离子储能电池及国内首套十兆瓦时储能系统，应用于一期工程，填补了钠离子 电池材料、钠离子电池储能集成技术以及钠离子电池储能安全防控技术三方面的空白。二期工程在一期 10兆瓦时投产规模的基础上，规划建设40兆瓦时，投运后项目规模达到50兆瓦时。 南方电网广西南宁供电局高级工程师罗传胜介绍，扩容后的电站年充放电次数可达600次，每年可新增 消纳风光电量约3000万千瓦时，相当于减少标煤消耗9000吨、减排二氧化碳1.35万吨，可满足约2万户 家庭一整年的用电需求。 中新网南宁10月10日电(陈钦荣 岳浩)南方电网广西电网公司10日介绍，位于广西南宁的中国首个大容量 钠离子电池储能电站——伏林钠离子电池储能电站二期扩容升级工程于近日正式投运。该工程依托国家 重点研发计划"百兆瓦时级钠离子电池储能技术"项目，为绿电高效消纳注入"钠电动能"。 ...

欢迎分享给你的朋友！ 出品 | 中国能源报（ID：c n e n e rg y） 编辑丨闫志强 扩容后的电站年充放电次数可达600次，每年可新增消纳风光电量约3000万千瓦时，相 当于减少标煤消耗9000吨、减排二氧化碳1.35万吨，可满足约20000户家庭一整年的用 电需求。 来源：央视新闻客户端 End 全国首个大容量钠离子储能电站扩容工程投运。 10月8日，位于广西南宁市武鸣区的伏林钠离子电池储能电站二期扩容升级工程正式投 运。作为全国首个大容量钠离子电池储能电站，该工程依托国家重点研发计划"百兆瓦时 级钠离子电池储能技术"项目，为绿电高效消纳注入"钠电动能"。 ...

Group 1: Company Analysis - Ji Electric Co., Ltd. (000875.SZ) reported a revenue of 6.569 billion yuan for the first half of 2025, a year-on-year decrease of 4.63% [1] - The net profit attributable to shareholders for the same period was 726 million yuan, down 33.72% year-on-year, with a significant decline in Q2 net profit of 102 million yuan, a drop of 78.5% year-on-year, primarily due to the impact of new energy [1] - The company's electricity sales volume decreased by 1.33% year-on-year, and the electricity price fell by 3.93% [1] - As of June 30, 2025, the company had a coal-fired power generation capacity of 3.3 million kilowatts and a clean energy capacity of 11.35 million kilowatts, with an increase of 210,000 kilowatts expected to be from new energy installations [1] - The total profit for the first half of 2025 decreased by 360 million yuan, closely aligning with the decline in gross profit, indicating that the performance drop was mainly driven by new energy [1] - The company reported an impairment of 67 million yuan for its thermal power plants in the first half of the year [1] - The company has disclosed green hydrogen projects, including the Da'an Wind and Solar Integrated Green Hydrogen Ammonia Project (180,000 tons of synthetic ammonia) and the Lishu Green Methanol Innovation Demonstration Project (200,000 tons of methanol) [1] Group 2: Industry Insights - The Chinese maternal and infant consumption market is steadily increasing, with the market size expected to reach 7.6 trillion yuan in 2024, benefiting various segments of the maternal and infant industry chain [1] - The number of births in China is projected to increase by 520,000 in 2024 compared to 2023, marking the first rise since 2017 [1] - The retail market size for dairy products in China is expected to reach approximately 521.7 billion yuan in 2024, with projections of 596.7 billion yuan by 2026 [1] - The domestic milk production has been on an upward trend, peaking in 2023, but is expected to see a slight decline in 2024 due to supply-demand imbalances in the fresh milk market, with a potential return to balance in 2025 [1] - The Chinese maternal and infant chain industry is experiencing continuous growth, with the market size expected to increase from 99.95 billion yuan in 2025 to 140.52 billion yuan by 2029, reflecting a compound annual growth rate of 8.9% [2] - The online sales proportion of maternal and infant consumer goods is steadily increasing and is expected to reach parity with offline sales [2]

■李婷 我国电网正从传统"源随荷动"模式向"源网荷储互动"新模式转型，AI正是这一转型的"智慧大脑"，它打 破传统电力系统时空壁垒，通过多主体协同优化提升绿电消纳能力，这正好与《意见》中"提升负荷侧 群控优化和动态响应能力"的要求相契合。 国家能源局数据显示，截至7月底，今年以来我国可再生能源发电新增装机2.83亿千瓦，总装机达到 21.71亿千瓦，占全国电力总装机容量的近六成；可再生能源发电量2.18万亿千瓦时，同比增长15.2%， 接近全国总发电量的四成。 全球能源转型加速，绿电消纳成为可再生能源规模化发展的关键瓶颈。部分地区消纳与调节难题凸显， 折射出绿电增长与消纳能力不匹配的矛盾，成为新能源产业"成长的烦恼"。当前，产业亟须通过提升电 力系统调节能力、优化绿电适配水平，构建新型电力系统。 在此背景下，9月8日，国家发展改革委、国家能源局联合发布《关于推进"人工智能+"能源高质量发展 的实施意见》(以下简称《意见》)，提出能源领域人工智能发展的分阶段目标，明确到2027年，能源与 人工智能融合创新体系初步构建。 笔者认为，《意见》的出台从技术与制度双维度为绿电消纳破题，既聚焦AI在风光出力预测、跨区域 ...

Core Viewpoint - The company has launched innovative energy storage solutions tailored for AI data centers, addressing the unique power demands and enhancing the use of green energy in the sector [1][2][3]. Group 1: Product Launch and Features - The company introduced the ∞Power 6.25MWh 8h lithium battery long-duration energy storage system and the ∞Power N2.28MWh 1h sodium battery storage system, along with a dedicated lifespan assessment model for AIDC energy storage systems [1][4]. - The solutions combine the stability of lithium long-duration storage with the peak output advantages of sodium batteries, meeting the stringent power reliability requirements of data centers [1][2]. Group 2: Industry Context and Challenges - The transition to green low-carbon operations is critical for data centers, with increasing green electricity usage being a key factor in reducing operational costs and carbon emissions [2]. - Existing energy storage solutions often fail to meet the specific demands of AI data centers, which require high reliability and performance due to their unique load characteristics [2][3]. Group 3: Technical Innovations - The new solutions leverage a synergistic approach between lithium and sodium ion battery technologies, offering significant cost advantages and enhanced safety and energy density [3]. - The ∞Power 6.25MWh 8h system addresses the intermittency of renewable energy sources, while the ∞Power N2.28MWh 1h system is designed for instantaneous peak load response, featuring a long cycle life of 20,000 cycles [3][4]. Group 4: Company Strategy and Market Position - The company has established a comprehensive localized capability covering R&D, manufacturing, supply chain, marketing, delivery, and operation services, enabling it to meet diverse customer needs [5]. - With a production capacity of 10GWh in Texas and a robust service network in the U.S., the company has positioned itself among the top two in global energy storage battery shipments as of the first half of 2025 [5].

Group 1: Company Performance and Projects - The company held a half-year performance briefing on August 29, 2025, discussing key projects and financial results with investors [1] - The 378MW fish-solar complementary project generated revenue of 63.06 million yuan and a net profit of 17.23 million yuan in the first half of 2025, achieving an annualized capital return rate exceeding 10% [1] - The company is advancing multiple projects in the renewable energy sector, including a 150MW solar project that was completed and connected to the grid in August 2025, and a 100MW/200MWh energy storage project that began operations on June 24, 2025 [2] Group 2: Logistics and Smart Manufacturing - The logistics subsidiary, Yueda Changjiu Logistics, achieved revenue of 128 million yuan in the first half of 2025, focusing on automotive logistics and increasing its market share [3] - The smart manufacturing segment includes Yueda Intelligent Agricultural Equipment, Yueda Textile, and Yueda Special Vehicles, with the latter achieving a revenue of 167 million yuan, a year-on-year increase of 45.22% [4] Group 3: Industry Trends and Policy Impact - The transition to grid parity in the solar industry is expected to create new challenges and opportunities, with the company positioned to benefit from its strong resource advantages and project operation capabilities [6] - The company has established a solid foundation for green electricity trading, with over 2 million kilowatt-hours traded in 2024 and the successful operation of multiple microgrid projects [7] Group 4: Recent Acquisitions - The company acquired Yueda Energy Service, which focuses on electricity sales and energy management, signing contracts with 32 new users in the first half of 2025, with a total agency electricity scale of 2.55 billion kilowatt-hours [8]

近日，全球首个超阶零碳大楼在山东青岛正式启用。之所以叫"超阶"，是因为除了光伏发电外，这 个大楼还通过梯次储能电池以及新能源汽车放电，实现100%绿能替代。该大楼的正式启用标志着我国 在零碳建筑方面取得新进展。 全球首个"超阶零碳建筑" 在青岛正式启用 特来电新能源股份有限公司董事长 于德翔：绿电的消纳，我们大概每年能节约2500吨的碳排放。 通过数字化大幅度降低了这个楼的投资成本，接近20%到30%，运营效率提高了30%，用能成本也节约 了大概30%。 全球首个超阶零碳大楼高117米，共有23层办公区，日均用电量约6000度。大楼的零碳方式与传统 的屋顶加装光伏不同，东西南三面都采用了建筑一体化光伏玻璃幕墙，相当于给大楼披上了一件"发电 外套"，实现直接提供直流电，不仅可以就近使用，还可以有效避免直流电转换交流电所带来的损耗， 为大楼提供25%左右的绿色能源，一年减少碳排放近500吨。 在大楼底部，还安装着"隐藏能源"，14块淘汰的汽车动力电池在这里继续发挥余热。电池每天进行 一充一放，不仅可以将光伏玻璃幕墙产生的多余电量存储在其中，在深谷时段，电网内大量无法消耗的 清洁能源也可以以每度0.22元的低价进行 ...

Core Viewpoint - The establishment of a normalized cross-grid electricity trading mechanism in China marks a significant step towards a unified national electricity market, facilitating the optimization of electricity resource allocation across regions [1][2][4]. Group 1: Cross-Grid Electricity Trading Mechanism - From July 1 to September 15, over 2 billion kilowatt-hours of electricity will be transmitted from Yunnan, Guangxi, and Guangdong to Shanghai, Zhejiang, Anhui, and Fujian, indicating the normalization of cross-regional electricity trading [1]. - The National Development and Reform Commission and the National Energy Administration have approved the "Cross-Grid Normalized Electricity Trading Mechanism Plan," aiming for better electricity supply support during peak summer periods by 2025 [1][2]. - The new mechanism transforms electricity trading from temporary arrangements to regular market transactions, enhancing flexibility and efficiency in electricity supply and demand [2][3]. Group 2: Resource Optimization and Demand Complementarity - The historical division between the State Grid and Southern Grid has created market barriers, but the new trading mechanism aims to break these barriers and optimize resource allocation nationwide [1][2]. - The cross-grid trading mechanism allows for better utilization of supply-demand complementarity between provinces, such as the peak load differences between Sichuan and Chongqing [3]. - The mechanism is expected to enhance the efficiency of resource utilization, reducing the need for extensive peak regulation resources in each province [5]. Group 3: Promotion of Green Electricity - The plan facilitates the nationwide flow of green electricity by allowing individual renewable energy projects to participate in cross-regional trading, thus removing institutional barriers [3][4]. - The integration of blockchain technology for tracking green electricity enhances the credibility and traceability of renewable energy transactions [4]. - The trading mechanism has already resulted in significant green electricity transactions, with over 8.7 billion kilowatt-hours traded during the pilot phase [4]. Group 4: Future Prospects and Safety Measures - The continuous opening of cross-grid trading and the construction of more transmission channels are expected to significantly increase transmission capacity and enhance renewable energy absorption [5]. - Safety is a critical aspect of the cross-grid trading mechanism, requiring dual verification from both grid sides to ensure reliable operation [5]. - The anticipated collaboration between various electricity trading centers during events like the National Games will further promote coordinated trading across different grids [5].

Core Viewpoint - The Daan Project by State Power Investment Corporation demonstrates a sustainable method for ammonia production using renewable energy, significantly reducing carbon emissions compared to traditional fossil fuel methods [10][11]. Group 1: Project Overview - The Daan Project commenced construction in May 2023 and was completed and put into operation on July 26, 2023 [10]. - It utilizes 800 MW of renewable energy generation capacity (700 MW wind and 100 MW solar) to produce 32,000 tons of green hydrogen and 180,000 tons of green ammonia annually, saving approximately 230,000 tons of standard coal and reducing carbon emissions equivalent to the annual electricity consumption of 500,000 households [10][11]. Group 2: Industry Context - China's renewable energy sector is rapidly growing, with projected cumulative installed capacity reaching 1.41 billion kW by the end of 2024, contributing over 60% to the growth in electricity generation [11]. - The Daan Project aims to address the mismatch between renewable energy generation and grid consumption capacity, particularly the challenges of "curtailment" during peak generation periods [12]. Group 3: Technological Innovations - The project integrates a full industrial chain from "green electricity to green hydrogen to green ammonia," overcoming technical challenges in energy conversion and storage [13][14]. - It employs a combination of alkaline and proton exchange membrane (PEM) electrolysis technologies for hydrogen production, achieving a 10% reduction in overall electricity consumption compared to traditional methods [16][17]. - The project features the world's largest solid-state hydrogen storage system, allowing for safe and efficient long-term hydrogen storage [17][18]. Group 4: Operational Efficiency - A flexible control system has been developed to optimize the entire production process, enhancing the efficiency of renewable energy utilization and addressing the variability of renewable sources [20][21]. - Since its launch, the Daan Project has produced over 1,900 tons of green ammonia, showcasing its operational success and potential as a replicable model for renewable energy integration [21].