连亏七个季度的光伏行业要走出困境，仍有待国家层面的"反内卷"取得更进一步的实质性进展。与此形成鲜明对比的是，和光伏堪称孪 生的储能行业，近期在市场的关注度正急剧上升。储能热度高企，不仅在产业端出现"一芯难求"的行情，在二级市场上更以66.80%的近 一年涨幅（储能指数，884790.WI）大幅跑赢沪深300（涨幅15.50%）。 颇有意思的是，在这场全球能源变革的大潮中，中国光伏民营企业在储能上的战略选择与进化节奏不尽相同。第一财经记者注意到，不 同于通威股份（600438.SH）、隆基绿能（601012.SH）等"略显犹豫"的头部光伏厂商，天合光能（688599.SH）已将储能业务板块的定位 拔到第二增长曲线的高度，6月份为天合储能增资8.07亿元，9月份披露签署2.48GWh大单。 那么公司后续在储能板块有何战略规划？怎么看待眼下储能行业"内卷"生态？就这些问题，第一财经记者国庆假期期间采访了天合光能 储能事业部总裁杨豹。 电芯自研自供背后 行业机构Infolink Consulting发布的全球储能系统出货量报告显示，2024年，天合储能位列全球储能系统集成商中国企业第九，在中国、 英国、澳大利亚市场进 ...

原标题：央企AI视界丨贝侬 贝侬，是壮语中对亲朋好友的称呼，随着油气管网的建设，广西来了很多穿橙色衣服的"贝侬"，他们让 社区有了管道天然气，让用天然气比用自来水还要方便。从烧木柴到使用天然气，百姓是能源变革的见 证者、亲历者、受益者。千百年来的孜孜以求，如今，终梦圆。 ...

Core Viewpoint - The article highlights the significant growth and opportunities in the energy storage industry, particularly focusing on CATL's recent achievements and financial performance, indicating a robust market demand driven by global energy transformation efforts [1][2]. Group 1: Project Announcements - On August 4, CATL won a bid for a 500,000 kW/2,000,000 kWh energy storage project in Tongliao, with a total contract value of 1.258 billion yuan, translating to a unit price of 0.629 yuan/Wh [1]. - This project follows CATL's previous order from Vanda RE for a 2.2 GWh battery storage system, marking it as one of the largest single storage orders in Southeast Asia [1]. Group 2: Financial Performance - In the first half of 2025, CATL reported revenue of 178.886 billion yuan, a year-on-year increase of 7.27%, and a net profit attributable to shareholders of 30.5 billion yuan, up 33.33% [2]. - The company plans to distribute a cash dividend of 10.07 yuan per 10 shares, totaling 4.573 billion yuan [2]. Group 3: Product Performance - Revenue from CATL's energy storage battery systems was 28.4 billion yuan, a slight decline of 1.47% year-on-year, while the gross margin for this segment increased to 25.52%, up 1.11% [2]. - The revenue from the power battery system reached 131.573 billion yuan, reflecting a growth of 16.80%, although its gross margin decreased to 22.41%, down 1.07% [2]. Group 4: Market Outlook - CATL anticipates continued rapid growth in the energy storage battery market, driven by the global shift towards clean energy, increased installation of wind and solar power, and advancements in storage technology [2].

编者按 光阴流转二十载，飞云江畔的殷殷话语，至今声声在耳。 二十年前，"电力是重中之重，电网是生命之网"的寄语，如同一颗种子，在浙江电力的热土上深深扎根。 二十年来，国网浙江电力始终将这份期望与使命扛在肩上、刻在心里。从迎战台风"海棠"的众志成城，到如今驾驭能源变革的从容自 信；从"用上电"到"用好电"的飞跃，背后都是对"重中之重"的深刻理解和对"生命之网"的坚定捍卫。这张网，连接着千家万户的温暖，也 承载着经济社会的脉动。 为全景展现这段非凡历程，"浙电e家"即日起推出「担当重中之重 捍卫生命之网」主题专栏，通过系列报道，回溯历史、聚焦当下、展 望未来，与您共同解码浙江电网二十年跨越式发展的辉煌成就，看"生命之网"如何在新征程上织就万家灯火的璀璨华章。 "拜托大家了。" 2005年的夏天，温州。台风"海棠"肆虐过后，在满是泥泞的220千伏飞云变电站里，一位特殊的慰问者，面对着一群刚刚鏖战了七天七 夜、满身疲惫的电力抢修队员，没有太多豪言壮语，只是郑重地双手作揖，诚恳地道出了这五个字。 那一刻，雷动的掌声，盖过了风雨的余声。 连同他说的另一句话——"电力是重中之重，电网是生命之网"，在这个瞬间，从此成为一座灯 ...

Core Insights - The article highlights the increasing focus of ultra-high-net-worth individuals and family offices on renewable energy investments, marking a shift in capital allocation logic amidst the energy transition [1][2][4]. Investment Trends - The "Breakthrough Energy Alliance," founded by prominent figures like Bill Gates and Jack Ma, aims to promote the commercialization of clean energy technologies through investments [2][4]. - The "Breakthrough Energy Ventures fund" (BEV) has raised over $3.5 billion and invested in over 120 companies in cutting-edge fields such as nuclear fusion, lithium batteries, and hydrogen energy [4][5]. Family Office Strategies - Family offices are increasingly viewing renewable energy not just as a single investment avenue but as a strategic asset class for risk hedging and growth [6][14]. - A "core + satellite" investment strategy is commonly adopted, where core investments are in stable clean energy assets, while satellite investments target high-risk, high-growth energy tech companies [6][14]. Infrastructure Investment - A survey of 175 family offices revealed a strong optimism towards infrastructure investments, with 75% of respondents viewing this asset class favorably [12]. - Family offices are focusing on transitional infrastructure, such as data centers and solar panels, rather than traditional assets like toll roads [12][14]. Investment Participation Methods - Family offices engage in renewable energy investments through three primary methods: providing financing for projects, directly investing in clean tech startups, and building and operating renewable energy assets [15][18]. - Notable examples include Guzman Energy Group receiving $130 million in mezzanine debt from the Walton Family Office, and family offices like Treehouse Management developing their own renewable projects [16][19]. Active Family Offices in Renewable Energy - Several family offices are actively investing in renewable energy, including Capricorn Investment Group, Formica Capital, and Vulcan Capital, each with significant commitments to sustainable investments [20]. Conclusion - The article emphasizes that family capital is becoming a silent driver of the energy revolution, reflecting a unique patience and vision in long-term investment strategies [20].

Group 1 - The 18th High-tech Lithium Battery Industry Summit focuses on the restructuring of the industry chain and the resonance of all-scenario applications [1] - The 2025 High-tech New Energy Materials Industry Conference will explore the role of AI in leading energy transformation [1] Group 2 - The organizing units for the events include High-tech Lithium Battery, High-tech Energy Storage, and High-tech Industry Research Institute (GGII) [2] - The first conference is scheduled for June 25-26, 2025, at the Marriott Hotel in Jintan, Changzhou [2] - The second conference will take place on July 8-9, 2025, in Qionglai, Chengdu, China [2]

Core Viewpoint - The SNEC PV+2025 International Solar Energy and Smart Energy Conference and Exhibition was held in Shanghai, where Midea Group showcased its energy strategy focusing on "storage + heat pump + AI" to drive energy transformation [2] Company Overview - Midea Group's energy division includes commercial and residential energy solutions, large-scale ground storage, green buildings, and smart manufacturing, providing comprehensive energy solutions across multiple scenarios [2] - Beijing Hekang New Energy Technology Co., Ltd., a subsidiary of Midea Group, is set to launch multiple product series and solutions in the renewable energy sector during the exhibition [2] Product Launches - Hekang New Energy successfully launched its first home energy storage integrated machine in the German market in 2024, gaining market recognition for its performance, reliability, and safety [3] - At the SNEC PV+2025, Hekang New Energy introduced its second-generation home energy storage product matrix, which includes both integrated and split storage systems, covering high and low voltage products for various global markets [3] Technological Innovations - Hekang New Energy unveiled a virtual power plant aggregation platform that utilizes IoT and big data for energy management, integrating distributed solar and storage resources for real-time monitoring and unified control [4] - The company also launched the second-generation Midea Villa Green Power product, which features enhanced capacity and flexibility in charging and discharging based on local electricity pricing [4]

Core Viewpoint - The article discusses the third bidding process for the purchase of 10 hydrogen energy buses by a city bus company, with a budget of 16 million yuan, and highlights the importance of this project in promoting green energy transportation [1][2]. Group 1: Project Overview - Project Number: GZFCG2025-26960, aimed at acquiring 10 hydrogen energy buses through an open bidding process [2]. - The total budget for the project is set at 16 million yuan, which is also the maximum price limit for bids [2]. Group 2: Contract and Eligibility Requirements - The delivery and acceptance of the buses must be completed within 60 calendar days after the contract is signed [3]. - The project does not accept joint bids and requires bidders to meet specific qualifications as per the Government Procurement Law of the People's Republic of China [3][4]. - Bidders must comply with various government procurement policies aimed at supporting small and medium enterprises, environmental protection, and energy conservation [4][5]. Group 3: Bidding Process - Bidding documents can be obtained online from May 22 to May 29, 2025, at no cost [6]. - The deadline for submitting bids is June 11, 2025, at 11:00 AM, with the opening of bids taking place at the Public Resource Trading Center in Shannan City [6][7]. Group 4: Contact Information - The procurement is managed by the Shannan Economic and Information Technology Bureau, with contact details provided for inquiries [8][9].

Core Viewpoint - The hydrogen energy industry is experiencing rapid development, with significant advancements in technology and increasing global attention, particularly in China, which is the world's largest hydrogen producer [2][3]. Industry Overview - The global hydrogen production capacity is approximately 330 million tons annually, with China leading in production and technological advancements across the hydrogen value chain [2]. - The hydrogen energy market is expected to grow significantly, with projections indicating that China's hydrogen industry could reach a value of 5 trillion yuan from 2026 to 2035 [2]. Company Initiatives - The company focuses on technological innovation to address high production costs, with green hydrogen production costs being four times higher than traditional methods [3]. - The company has developed a comprehensive technology layout covering fuel cell systems, achieving over 55% efficiency in fuel cell engines and reducing unit power costs [3]. - Collaborations with upstream and downstream enterprises are being pursued to promote an integrated model of hydrogen production, storage, and utilization [3]. Technological Achievements - The company has developed a diverse range of fuel cell engines, with power ratings from 20 to 400 kW, and has achieved over 30 MW of installed capacity [4]. - The company has undertaken national-level projects with funding exceeding 65 million yuan, establishing a full-process R&D capability from stack development to system integration [4]. - The company has developed a fuel cell controller capable of operating in extreme conditions, enhancing its competitive edge in the domestic market [4]. Competitive Advantages - The company possesses vertical integration capabilities across the hydrogen energy value chain, allowing for rapid customization and response to client needs [5]. - It offers tailored solutions for various application scenarios, ensuring precise service delivery [5]. - The company has validated its technology through extensive application across multiple regions, demonstrating reliability and economic viability [5]. Future Development Plans - The company plans to focus on breakthroughs in high-power fuel cell systems, with R&D investment expected to exceed 15% of revenue and the goal of reducing system costs by 30% [6]. - It aims to expand its market presence in challenging decarbonization sectors, targeting an annual installed capacity of 100 MW by 2028 [6]. - The establishment of a "Hydrogen Power Innovation Alliance" is planned to foster cross-industry collaboration and standard-setting, aiming to position China as a global leader in hydrogen technology [6].

刘杨还表示："在锂电行业，关键材料的突破往往影响着整个产业技术的高度。但这类材料的研发往往 面临周期长、投入大、产业化难等挑战。天齐锂业创新实验研究院的建立，在政府支持和学界协作下， 为突破这些瓶颈提供了重要平台，将有力推动锂电产业的高质量发展。" 据悉，天齐锂业已通过ISO56001国际创新管理体系认证与IMSPP创新管理能力分级评价，成为国内锂 行业首家同时取得两项国际权威评定的企业。同时，研究院将作为天齐锂业引智中心，汇聚高层次科研 人才，促进知识、技术和经验的交流与合作，搭建多元的创新共创平台，为区域经济高质量发展提供强 劲支撑。 本报讯 （记者舒娅疆）3月28日，天齐锂业股份有限公司（以下简称"天齐锂业"）创新实验研究院竣工 仪式暨第三届创新季成果发布会在四川眉山举行。 天齐锂业创新实验研究院的设立是公司研发创新征程上的重要里程碑，研究院位于成都科创生态岛眉山 分岛，总建筑面积逾4500平方米，将聚焦下一代高性能锂电池关键材料研究，同时开展矿产资源综合利 用、新型提锂技术及电池回收等领域的科研攻关，与天齐锂业成都总部形成高效协同的研发产业轴，为 技术创新与成果转化提供强力支撑。 据悉，近年来，四川省 ...