越来越多的中国企业正以绿色技术创新，为全球能源转型贡献"中国智慧"。 其中，作为长时储能领域的创新代表，海辰储能受邀参与"技术创新与本地化应用：助力全球绿色转型"主题讨论环节，分享企业在储能技术创新与本地化实 践方面的成果与经验，展示了中国储能企业深度参与全球气候治理，以务实行动加速全球绿色低碳转型。 11月10日至21日，第30届联合国气候变化大会（COP30）在巴西贝伦举行。时值《巴黎协定》达成十周年、各国提交新一轮国家自主贡献（NDC）的关键 节点，全球气候治理进入一个新阶段。COP30 承载着评估全球气候行动进展、推动实现 1.5℃温控目标的重任，作为全球气候治理的重要平台，汇聚了各国 政府、国际组织、企业及民间力量，共同探讨应对气候变化的有效策略与行动方案。 在COP30大会期间，中国角系列活动成为展示中国气候行动成果与智慧的重要窗口。11月12日，"推动绿色创新合作 共建绿色丝绸之路"高级别边会在中国 角举行，此次高级别边会由生态环境部指导、"一带一路"绿色发展国际联盟主办，生态环境部对外合作与交流中心和中国环境与发展国际合作委员会秘书处 承办。 在实现全球温控目标的征程中，构建以新能源为主体的新 ...

Core Viewpoint - The article emphasizes the urgent need for investment in energy storage systems and grid upgrades, as highlighted by the COP30 conference, where multiple countries committed to investing hundreds of billions of dollars to facilitate the transition to clean energy [2][4]. Investment and Market Dynamics - The United Nations Net Zero Emissions Utilities Alliance (UNEZA) raised its annual investment target from $117 billion to $148 billion, with $30 billion allocated for energy storage, aiming to build a $1 trillion renewable energy transmission and storage investment project reserve by 2030 [2]. - The global energy transition is accelerating, with a call from 80 countries at COP30 for a phased-out plan for fossil fuels, emphasizing the critical role of grid and storage capacity [4]. Company Performance and Innovations - Haicheng Energy, a key player in the energy storage sector, reported a revenue of 6.971 billion yuan for the first half of 2025, a year-on-year increase of 224.61%, and a net profit of 212 million yuan, marking a return to profitability [2]. - The company achieved a battery shipment volume of 30 GWh, a 252.9% increase from the previous year, significantly outpacing industry growth [2]. Technological Advancements - Haicheng Energy has filed over 4,300 patents, with more than 2,100 granted, establishing a strong technological barrier [7]. - The company launched the industry’s first 1175Ah energy storage battery, with a cycle life exceeding 11,000 times and energy density surpassing 180 Wh/kg, suitable for long-duration storage applications [7][9]. Global Expansion Strategy - Haicheng Energy is focusing on localized operations as part of its global strategy, establishing production bases in North America and expanding into emerging markets in the Middle East, Africa, and South America [12]. - The company’s overseas revenue surged from 33,000 yuan in 2022 to 1.01 billion yuan in 2023, with projections of 3.7 billion yuan in 2024, indicating a significant growth engine for the company [13]. Financial Performance and Profitability - The overall gross margin for Haicheng Energy reached 13.1% in the first half of 2025, up from 3.6% year-on-year, with the energy storage battery gross margin at 9.7% and the storage system business gross margin increasing to 29.7% [13].

"项目整体建设进度较原计划提前两年，预计2026年第二季度进入试生产阶段。"11月17日，海辰储 能山东公共事务总监赵云峰介绍，该集团原计划于2028年实现项目投产，在当地政府高效推动下，工期 大幅缩短。 在赵云峰身后，菏泽鲁西新区海辰储能山东一体化零碳储能产业园项目建设有序推进，数百名工人 有条不紊地忙碌着，一座现代化产业园的轮廓日益清晰。 此前，菏泽鲁西新区依托跨部门协同联动机制，实现该项目"四证同日办结"，为项目开工按下"加 速键"。"企业需要的不是单个证件，而是顺利开工的'通行证'。我们在严守程序合规底线的前提下，全 力压缩办理时间，以机制改革创新为企业破解难题。"鲁西新区行政审批服务局服务专员常保轩说。 得知山东海辰项目电芯厂房建设工程急需办理开工手续后，重点项目服务小分队迅速行动，协调市 自然资源和规划局鲁西新区分局、鲁西新区规划建设局及施工图设计文件审查机构，创新采用"并联预 审"等审批模式。电芯厂房建设项目规划设计方案一经审定，鲁西新区行政审批服务局立即受理其建设 工程规划许可申请。在规划许可公示期间，相关部门提前完成特殊建设工程消防设计审查及图纸审查预 审工作。公示期一结束，鲁西新区行政审批 ...

优质营商环境是高质量发展的强劲引擎。山东海辰储能董事长王鹏程在省委、省政府企业家座谈会 上表示，在山东基地建设过程中，政府始终想在前、做在前，企业真切感受到"山东速度"与"海辰速 度"的同频共振、协同共进。未来两年，山东海辰计划连续实现产值较原定目标翻倍，助力"山东智 造"在全球储能领域绽放光彩。（记者 王兆锋 蒋鑫 通讯员 马源劭 赵忠宇） 此前，菏泽鲁西新区依托跨部门协同联动机制，实现该项目"四证同日办结"，为项目开工按下"加 速键"。"企业需要的不是单个证件，而是顺利开工的'通行证'。我们在严守程序合规底线的前提下，全 力压缩办理时间，以机制改革创新为企业破解难题。"鲁西新区行政审批服务局服务专员常保轩说。 得知山东海辰项目电芯厂房建设工程急需办理开工手续后，重点项目服务小分队迅速行动，协调市 自然资源和规划局鲁西新区分局、鲁西新区规划建设局及施工图设计文件审查机构，创新采用"并联预 审"等审批模式。电芯厂房建设项目规划设计方案一经审定，鲁西新区行政审批服务局立即受理其建设 工程规划许可申请。在规划许可公示期间，相关部门提前完成特殊建设工程消防设计审查及图纸审查预 审工作。公示期一结束，鲁西新区行政审批 ...

Core Insights - A flow battery technology company has secured a strategic partnership with JENMI INVESTMENTS PTY LTD in Australia, focusing on a 1.2GWh long-duration energy storage project [3][11] - The Australian government is set to launch a new round of bidding for battery storage capacity, with a total of 4GW/16GWh available, starting in late November 2025 [8][9] - The demand for energy storage in Australia is expected to grow significantly, with installed capacity projected to reach 8.7GWh by 2025 and 43.6GWh by 2030 [10] Company Developments - The flow battery technology company specializes in long-duration energy storage systems and has a comprehensive delivery capability from materials to systems [5] - The company's self-developed "125kW/500kWh hydrochloric acid-based all-vanadium flow battery system" has been included in the national energy-saving and carbon-reduction technology equipment recommendation directory [6] - The system supports 4 hours of continuous discharge, has a cycle life exceeding 25,000 times, and a coulombic efficiency of 95%, which reduces operational costs and maximizes green energy utilization [6] Market Trends - The upcoming bidding process will allow small aggregated projects to participate, which is a first for this initiative [8][9] - The Australian energy market is experiencing a rise in renewable energy installations, leading to increased demand for medium to long-duration energy storage solutions [10] - Various companies, including major players like CATL and Trina Solar, have secured GWh-level orders in Australia since 2025, indicating a growing trend towards longer storage durations [10][11]

Core Insights - The article highlights a decline in the scale of energy storage EPC (Engineering, Procurement, and Construction) bidding in October, attributed to the construction cycle of energy storage projects, while the energy scale of storage system bidding has shown a slight increase, indicating solid market demand [2][5]. Bidding Scale and Trends - In October, the total number of energy storage bidding segments tracked was 175, reflecting a year-on-year decrease of 28.6% and a month-on-month decrease of 34.0%. The total bidding scale for storage systems was 2.9GW/11.2GWh, down 21.0%/11.3% year-on-year but up 15.4% month-on-month [3][5]. - The EPC bidding scale reached 5.1GW/14.2GWh, showing a year-on-year decline of 11.3%/7.8% and a month-on-month drop of 60.9%/58.3% [3][5]. Technical and Market Trends - Long-duration energy storage and grid-connecting technologies are the most significant trends in the current market, with multiple projects requiring 4 hours or more of storage capacity, reflecting a growing demand for long-duration regulation capabilities [2][5]. - In regions rich in renewable energy, such as Xinjiang, grid-connecting storage has become a key technology choice for new projects, enhancing grid stability [2]. Regional Insights - Xinjiang has emerged as the dominant region for EPC bidding, with a scale of 4GWh in October, primarily due to multiple GWh projects in the Aksu area [11]. - The Ningxia region also showed significant EPC bidding activity, with a scale of 2.4GWh, where user-side projects accounted for over 50% [11]. Participants and Market Dynamics - The number of bidding entities for storage systems was 66, down 7.0% year-on-year, while EPC bidding entities totaled 87, down 25.6% year-on-year [13]. - Major players include China Power Construction Group and local energy companies, with increasing participation from private enterprises, contributing to a more diverse market landscape [13].

Core Viewpoint - Compressed air energy storage (CAES) is experiencing a new wave of investment and development, driven by increasing demand for long-duration energy storage solutions and supportive government policies [6][14][20]. Investment Projects - Yunnan Energy Investment announced an investment of 1.872 billion yuan to build a 350MW CAES demonstration project in Kunming, which is expected to have a post-tax internal rate of return of 5.5% and a payback period of 17.91 years [6][10][20]. - The project will utilize retired salt caverns for energy storage and is expected to enhance grid stability and accommodate large-scale renewable energy integration in Yunnan [10][12]. National Trends - There is a nationwide trend of increasing CAES projects, with several large-scale projects entering implementation phases in October alone, indicating a growing interest in this technology [8][12]. - By the end of 2024, the newly signed CAES projects in China are expected to reach a scale of 6.8GW, representing a year-on-year growth of 21% [12]. Market Demand - The demand for long-duration energy storage is rising, as evidenced by the average storage duration of new energy storage projects increasing from 2.3 hours to 2.6 hours [14][16]. - The National Energy Administration's "Blue Book" outlines a strategic focus on long-duration storage technologies, including CAES, to meet future energy system balancing needs [14][16]. Economic Viability - The economic viability of CAES has improved significantly, with Yunnan Energy Investment's project demonstrating commercial investment potential [19][20]. - Comparatively, the internal rate of return for CAES projects is becoming competitive with other storage technologies, such as pumped hydro storage [19][20]. Geographical Considerations - The geographical limitations for CAES development, primarily the need for suitable storage sites, are being addressed through technological advancements [21]. - Recent innovations include the use of abandoned oil and gas fields for CAES, which could further enhance the commercial viability of this technology [21].

Core Viewpoint - Xiamen Haicheng Energy Storage Technology Co., Ltd. has signed a strategic cooperation agreement with El-Mor Renewable Energy, one of Israel's largest EPC contractors, to deploy a long-duration energy storage system project totaling 1.5GWh in Israel [1][2]. Group 1: Project Details - The collaboration involves the use of Haicheng's self-developed ∞Power 6.25MWh 4h energy storage system, with El-Mor responsible for designing and constructing the energy storage systems and related infrastructure [2][3]. - The total scale of the project is 300MW/1.5GWh, including a landmark facility in RAMAT BEKA, which will be the largest photovoltaic + battery storage system project in the region [3]. Group 2: Market Position and Orders - This project marks Haicheng's first significant overseas deployment of its long-duration energy storage solutions, with the company having secured multiple orders, totaling over 25GWh in Europe by the second half of 2025, of which 70% are long-duration storage projects [6]. - As of 2025, Haicheng's cumulative total order scale exceeds 44.5GWh [7]. Group 3: Industry Context - The energy storage industry is at a critical technological iteration point, with long-duration storage becoming essential for grid stability as renewable energy generation increases [7]. - It is widely recognized that when renewable energy generation exceeds 20%, long-duration storage of over 4 hours becomes a necessity, and when it reaches 50%-80%, storage duration needs to extend beyond 10 hours [7]. Group 4: Technological Advancements - Haicheng has proactively positioned itself in the long-duration lithium battery storage sector since 2022, launching the world's first long-duration storage-specific battery with a capacity of 1175Ah [7]. - The company has developed core technologies for long-duration storage, covering the entire supply chain from materials to battery cells and systems, becoming the first globally to achieve mass production of large cells for long-duration lithium battery storage [7]. Group 5: Manufacturing Capacity - Haicheng has invested over 13 billion yuan to establish the world's first zero-carbon long-duration energy storage industrial park in Heze, Shandong, with an annual production capacity of 30GWh for energy storage batteries and 20GWh for energy storage systems [8]. - The facility will utilize Haicheng's fifth-generation intelligent production line, with a single line capacity exceeding 10GWh, providing strong support for the development of long-duration energy storage [8].

倒计时1天 此次合作中，El-Mor将为多个项目设计并建造储能系统及相关基础设施，总规模达300MW /1.5GWh。其中包括多个标志性设施，如位于 RAMAT BEKA的1GWh光伏+电池储能系统项目是该地区规模最大的同类工程项目，将为区域电网灵活性树立新标杆。 海辰储能将提供自主研发的∞Power 6.25MWh 4h储能系统，该系统是其交直流一站式解决方案"能源设备套件（EEP）"的一部分。该EPP 将电池集装箱、PCS、中压变压器、中压开关设备及能源管理系统（PPC）整合至统一平台，并涵盖能源功率选型、并网建模、保护协调及 消防等维度。该项目是海辰储能长时储能方案在海外部署的首个重大标志性工程。 海辰储能以色列高级销售总监Steven Song表示："以色列乃至整个中东地区正处于能源转型的关键节点。此次与El-Mor达成战略合作，我 们将提供长时储能解决方案，为以色列新能源并网与电网稳定运行提供有力支撑，共同打造更清洁、可持续的未来电力系统。 El-Mor董事长Avi Elkayam表示："我们很荣幸能与海辰储能携手推进以色列向可持续且具有韧性的能源系统转型。海辰储能的∞Power 6.25MWh解决 ...

Core Insights - The Qinghai Yichu Geermu 350 MW tower solar thermal power project marks a significant advancement in solar thermal technology, featuring the world's largest single-unit scale, mirror field area, energy storage capacity, and annual designed power generation [1][2][19] - Solar thermal power is increasingly recognized as a crucial component of China's new energy system, aligning with national "dual carbon" goals and energy security strategies [3][19] Project Overview - The project will utilize innovative "three towers + three mirror fields + distributed energy storage" layout, addressing cost efficiency challenges in traditional solar thermal power plants [2][19] - It is expected to generate approximately 960 million kWh of clean electricity annually, sufficient to power 200,000 households [1] Technology and Advantages - Solar thermal power offers long-duration energy storage and flexible regulation, making it a stable and controllable renewable energy source compared to photovoltaic systems [3][5] - The energy storage system at the Geermu project can support continuous full-load power generation for 14 hours without sunlight, a scale difficult to achieve with most current electrochemical storage systems [5] Industry Development - The development of solar thermal power in China has been significantly driven by central enterprises, which have led technological advancements and commercial demonstrations since 2010 [6][9] - Major projects include the 150 MW Noor III in Morocco and the 50 MW Qinghai Gonghe project, showcasing the successful application of solar thermal technology [9][10] Future Outlook - The solar thermal power industry is expected to evolve towards higher efficiency, broader applications, and deeper industrial collaboration, with a target cost of 0.4 CNY per kWh by 2035 [14][17] - The technology is anticipated to expand beyond electricity generation to include industrial heating and hydrogen production, enhancing its role in decarbonization efforts [15][19]