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].

8 月 22 日，"百 G 海辰，卓越可靠——海辰储能出货量 100GWh 纪念仪式"在海辰储能重庆基地成功举办。 海辰储能表示， 2021 年底出货至今，海辰储能凭借创新引领、卓越服务、安全可靠三大优势及全球化布局，快速构建了核心竞争力， 不仅 实现 累计出货量突破 100GWh 的里程碑， 更在全球行业排名中持续跃升：从 2023 年的全球第五，到 2024 年跻身全球第三，再到今年 上半年跃居全球 Top2 ，树立了储能行业高质量发展的新标杆。 从订单量上也能直观看出海辰储能近几年的市场增长。 截至 2025 年 8 月， 海辰储能 签约订单量超过 30GWh ，主要涉及储能电芯及系统 业务 。 客户端，海辰储能海外客户涵盖 Jupiter Power 、 Lightsource BP 、 Samsung C&T 等储能集成商与业主客户，国内市场则包括大唐集 团、中国电气装备、龙源电力等大型电力集团和储能集成商。 体现在财务数据上， 2022 年至 2024 年，海辰储能营收从 36.15 亿元增长至 129.17 亿元，年复合增长率 89% 。 2024 年首次扭亏为 盈，净利润 2.88 亿元（ 2 ...

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"。 ...

Group 1: Rongke Energy - Rongke Energy has developed the world's first 100 MW large-scale vanadium flow battery energy storage demonstration project, which serves as a technical benchmark in long-duration energy storage [12] - The company has established a comprehensive patent portfolio covering key aspects of the energy storage industry, positioning itself as a leader in the global energy storage technology competition [12][15] - In 2022, Rongke Energy completed a Series A financing round and subsequently raised over 5.48 billion yuan in Series C financing, primarily for capacity expansion and R&D investment [15][16] - The company has built the world's largest vanadium flow battery key materials and equipment manufacturing base, with a projected output value exceeding 1 billion yuan in 2024 [16] - Rongke Energy's vanadium flow battery technology is recognized for its long lifespan of over 25 years and high safety, making it a viable solution for large-scale renewable energy integration [13][17] Group 2: Li'anlong - Li'anlong is a leading global supplier of polymer material aging resistance additives, with a focus on transitioning from industrial additives to health consumer products [19][20] - The company has established a comprehensive logistics and sales network, serving over 100 of the world's top 500 companies [20] - Li'anlong's products are widely used in various sectors, including automotive, coatings, and packaging materials, contributing significantly to its profitability [20][21] - The company has invested over 50 million yuan in automation and digital systems to enhance safety and operational efficiency in its production processes [22][23] - Li'anlong emphasizes green development and has implemented extensive environmental protection measures, ensuring compliance with high environmental standards [25][26] Group 3: Baoma Xingqing - Baoma Xingqing has transformed from a traditional iron alloy producer to a leading supplier of special casting materials, focusing on high-value-added products [36][37] - The company has developed over 100 types of multi-element alloy inoculants, achieving a 30% market share in China's special casting materials sector [39] - Baoma Xingqing has implemented a "waste-to-resource" strategy, recycling industrial waste to create new products, significantly reducing production costs [40][41] - The company has invested in advanced equipment and technology to enhance precision manufacturing and meet customer-specific requirements [42][43] - Baoma Xingqing's revenue increased by 23% year-on-year, demonstrating resilience and adaptability in a competitive market environment [43]

Core Viewpoint - The construction of the Haicheng Energy Storage base in Heze, Shandong, is progressing rapidly, aiming to become the world's first integrated zero-carbon long-duration energy storage industrial park, supported by both visible and invisible resources from the local government [2][3][5]. Group 1: Project Development - The Haicheng Energy Storage base has achieved significant milestones, with the module factory fully topped out and the cell factory expected to reach the same status by the end of September [3][5]. - The project aims to produce 30GWh of energy storage batteries and 20GWh of energy storage systems annually once fully operational, contributing to the development of a new highland for the energy storage industry in Shandong [3][4]. Group 2: Government Support - The local government has prioritized the Haicheng project, providing tailored high-standard services, completing land acquisition in 30 days, and expediting planning and construction permits [5][6]. - The government has introduced 32 new energy equipment manufacturing projects with a total investment exceeding 50 billion, enhancing the industrial ecosystem in Heze [5][6]. Group 3: Industry Impact - The Haicheng base is positioned to strengthen Shandong's core status in the global energy storage industry and accelerate the achievement of carbon neutrality goals [3][5]. - The region's new energy installed capacity accounts for 63.6% of the total power installed capacity, ranking third in the province, indicating a robust growth in the renewable energy sector [5][6].

Group 1: Financial Performance - Fuyao Glass reported a net profit of 4.805 billion yuan for the first half of the year, representing a year-on-year increase of 37.33% [13] - The company plans to distribute a cash dividend of 9 yuan per 10 shares (including tax) [13] - Xiaomi Group achieved total revenue of 116 billion yuan in the second quarter, marking a year-on-year growth of 30.5% [13] Group 2: Market Trends and Policies - The Ministry of Finance reported that from January to July, the securities transaction stamp duty reached 93.6 billion yuan, a year-on-year increase of 62.5% [10] - The People's Bank of China announced an additional 100 billion yuan in re-lending to support small and micro enterprises in disaster-affected areas [10] - The Shanghai Municipal Economic and Information Commission released a plan to accelerate the integration of AI and manufacturing [11] Group 3: Corporate Developments - Dongjie Intelligent announced a planned change in control, leading to a suspension of its stock and convertible bonds [14] - Pengding Holdings plans to invest 8 billion yuan in the Huai'an Industrial Park to expand production capacity for AI applications [15] - Tesla launched a new Model Y L vehicle in China, with a starting price of 339,000 yuan [15]

Core Viewpoint - The rapid development of new energy storage technologies in China is evident, with a clear trend towards "long-duration" storage solutions, particularly in flow batteries and compressed air energy storage [2][3][4] Policy Support - National policies are increasingly supportive of large-scale and medium-to-long duration energy storage projects, with multiple initiatives aimed at enhancing the commercial viability of long-duration storage [3][5][7] - Local governments are also implementing subsidy policies to improve the economic competitiveness of new energy storage projects, with various regions offering significant financial incentives [7][8] Market Growth - The installed capacity of new energy storage projects in China surpassed 137.9 GW by the end of 2024, with new energy storage alone reaching 78.3 GW, marking a year-on-year growth of 126.5% [9][11] - The proportion of long-duration storage projects (4 hours and above) has increased to 15.4% of the total installed capacity, reflecting a growing focus on long-duration energy storage solutions [11][13] Technology Development - Flow battery installations have seen rapid growth, with a total capacity exceeding 1 GWh in the first half of 2025, representing a year-on-year increase of approximately 272% [14][15] - The flow battery market is diversifying, with all-vanadium flow batteries dominating but other technologies like zinc-iron and iron-chromium also making progress [15][17] - Compressed air energy storage projects are gaining traction, with 14 projects initiated in early 2025, totaling 4.1 GW/18.7 GWh, a 33.3% increase from the previous year [24][26] Project Scale - The trend towards larger-scale projects is evident, with the number of flow battery projects exceeding 100 MW increasing from 1 in 2023 to 4 in 2024, and 14 more in development [22][24] - Significant breakthroughs in large-capacity compressed air projects have been achieved, including the world's first 300 MW compressed air storage facility [26][29] Emerging Technologies - The potential of compressed carbon dioxide storage technology is beginning to emerge, with two projects under construction, totaling 200 MW/1400 MWh, indicating a growing interest in this area [29][30]

Core Viewpoint - The article highlights the rapid development of clean energy in China, particularly in Golmud, Qinghai Province, where ecological protection and energy development are integrated, transforming the region into a "green pearl" [1][15]. Energy Supply and Development - National electricity load has reached new highs this summer, raising concerns about energy supply [1]. - Golmud has become a hub for clean energy projects, with a focus on solar and wind energy due to its favorable climate conditions [11][15]. Solar Energy Projects - The region features extensive photovoltaic panels that efficiently capture sunlight, alongside a tower-type molten salt solar thermal power station with 4,400 heliostats [3][5]. - The solar thermal power station has a capacity of 50,000 kilowatts and can store solar energy for use during nighttime or cloudy days, helping to meet grid load demands [9][11]. Multi-Energy Complementarity - Golmud hosts the world's first multi-energy complementary project that integrates wind, solar, thermal, and storage power generation, with a total installed capacity of 700,000 kilowatts [13]. - The clean energy generation in Golmud accounts for nearly 90% of the total power generation, with clean energy installations exceeding one-fifth of the province's total [15].

Core Viewpoint - The article highlights the significant achievement of Haicheng Energy, which ranked second in both global energy storage battery shipments and electric power storage shipments in the first half of 2025, showcasing its competitive edge in the global market through technological innovation and globalization strategies [2][3]. Group 1: Market Performance - Haicheng Energy's rise to the second position in global energy storage battery and electric power storage shipments reflects its capabilities in customized solutions and successful global business expansion [3]. - The global energy storage cell shipment scale reached 240.21 GWh in the first half of 2025, marking a year-on-year increase of 106.1%, with the second quarter alone achieving a record high of 136.78 GWh [2]. Group 2: Technological Innovation - Haicheng Energy has established a comprehensive capability covering material systems, product development, system integration, and full-site services, providing multi-scenario energy storage solutions globally [3]. - The company has made significant technological advancements, including the launch of the industry’s first 1,000Ah long-duration energy storage battery (now iterated to ∞Cell 1175Ah) and a 6.25MWh system, targeting long-duration storage scenarios of over 4 hours [6]. Group 3: Global Reach and Applications - Haicheng Energy's customized solutions have been validated in various environments, becoming key partners in numerous benchmark projects, including large-scale clean energy bases and international projects in North America and Europe [5]. - The company's products and solutions are now present in over 20 countries and regions, including China, the United States, and Europe [5]. Group 4: Future Strategy - Moving forward, Haicheng Energy aims to focus on the energy storage sector, driven by technological innovation and global layout strategies, continuously iterating products and solutions to meet diverse market demands [7].

Group 1 - The world's first 30MW pure hydrogen gas turbine demonstration project has officially commenced construction in Ordos, Inner Mongolia, marking a significant breakthrough in hydrogen energy generation and long-term storage in China [2] - China successfully launched the Geely Constellation 04 satellite group using the Jielong-3 rocket, with the mission being the sixth flight of this rocket [2] - The SpaceX "Dragon" spacecraft, carrying four astronauts, has departed from the International Space Station and is expected to land in the California coast area [2]