Core Viewpoint - The article discusses the growth and competitive landscape of the home energy storage and portable energy storage markets, highlighting significant trends, forecasts, and the upcoming 2025 forum focused on battery technology and safety [3][4][6]. Home Energy Storage - In 2024, the global home energy storage shipment is projected to reach 27.8 GWh, marking a 19% year-on-year increase, with Chinese companies accounting for 75% of the shipments [3]. - The leading regions for home energy storage consumption include Europe, the USA, Ukraine, Japan, Australia, Africa, the Middle East, ASEAN, and Russia, with Europe being the largest and most mature market [3]. - The USA, Ukraine, Australia, South Africa, Nigeria, and Brazil are expected to see rapid growth in 2024 due to various factors, including declining electricity prices [3]. - SPIR forecasts that the global home energy storage market will reach 180 GWh by 2030, representing a 547% increase from 2024 [3]. - The top 10 companies in global home energy storage shipments include Huawei, BYD, Airo Energy, and others [3]. Portable Energy Storage - The global portable energy storage shipment is expected to reach 11 million units in 2024, reflecting a 90% year-on-year growth [4]. - The USA is identified as the largest and most mature market for portable energy storage, driven by outdoor activities and a developed RV market [4]. - Ukraine is projected to experience the fastest growth in 2024 due to energy shortages caused by the ongoing conflict, increasing the demand for emergency power solutions [4]. - By 2030, the global portable energy storage market is anticipated to reach 28 million units, a 156% increase from 2024, fueled by outdoor economy growth and emergency power needs [4]. - The top 10 companies in global portable energy storage shipments include EcoFlow, BLUETTI, Jackery, and others [5]. Industry Trends and Challenges - The article notes the emergence of new technologies and materials in battery safety, such as fast charging, solid-state, sodium batteries, and full-tab designs, while also highlighting ongoing safety challenges [5]. - The upcoming forum aims to address these challenges and foster collaboration among industry players to enhance safety and innovation in the home and portable energy storage sectors [6][10]. Forum Details - The 2025 forum will take place on September 26, 2025, in Shenzhen, focusing on high safety and building a new ecosystem for energy storage [6][11]. - The event will gather over 600 decision-makers from key enterprises and is expected to reach more than 20,000 professionals online [10]. - The agenda includes discussions on safety standards, technological advancements, and market trends in home and portable energy storage [9].

Core Viewpoint - Huijin Tong announced a partnership with Qingdao Jintong New Energy Technology Co., Ltd. to sign an energy management and energy-saving service contract, focusing on building a storage power station to leverage peak and valley electricity price differences for energy savings [2] Summary by Relevant Sections - **Contract Details** - The contract involves a total transaction amount of approximately 44 million yuan over a cooperation period of 10 years [2] - The energy-saving benefits will be shared between Huijin Tong and the partner at a ratio of 1:9 [2] - **Projected Benefits** - The storage project is expected to generate total energy-saving benefits of around 14 million yuan during the contract period [2] - Huijin Tong's share of the energy-saving benefits is estimated to be approximately 1.4 million yuan [2]

格隆汇8月22日丨汇金通(603577.SH)公布，为降低用电成本，提高经济效益，青岛汇金通电力设备股份 有限公司拟与关联方青岛津同新能源科技有限公司（简称"青岛津同"）签订《能源管理节能服务合 同》，由青岛津同出资建设4.585MW/9.135MWh储能电站，利用平谷期低单价充电，峰期高单价放电， 产生价差收益，实现节能效益。公司与青岛津同就节能效益按1：9进行分配，合作期限10年，累计交易 金额约4400万元。经初步测算，本次储能项目合同期内预计可产生总节能效益约1400万元，公司累计分 享节能效益约140万元。 ...

Group 1 - The company has established three main business segments: "Smart Energy Use, Smart New Energy, and Smart City" [1] - In the smart new energy sector, the company focuses on energy storage products, photovoltaic power stations, carbon management software platforms for parks (enterprises), and charging pile products [1] - Energy storage products include liquid-cooled outdoor cabinets (which utilize liquid cooling systems for battery heat dissipation) and air-cooled outdoor cabinets, aimed at peak shaving, cost savings, multi-energy complementarity, and reducing carbon emissions [1]

在国际市场，随着欧洲去库存周期接近尾声，以及公司营销投入效果显现，海外业绩结构性改善，步入 温和增长通道。公司深化与核心客户的战略合作，并探索新商业模式，挖掘储能价值。家储产品及电芯 获日本JET认证，工商储系统通过IEC62619、UL1973等多重认证，并已实现规模销售。 国内市场方面，公司通过项目开发与产品销售双轨推进，加速储能渗透，应用场景覆盖电网侧、工业园 区、离网储能、5G基站及充电站等多个领域。2025年上半年，新型液冷储能产品在长三角、珠三角及 华中等区域规模化应用，电网侧液冷集装箱实现突破；轻型动力与钠电池产品完成批量交付，加速铅酸 替代。 （文章来源：证券日报） 本报讯 （记者张文湘见习记者占健宇）8月21日晚间，上海派能能源科技股份有限公司（以下简称"派 能科技"）披露2025年半年报。2025年上半年，公司实现产品销售量1328MWh，实现营业收入11.49亿 元，归母净利润达1391.17万元。其中，二季度公司产品销售量达927MWh，环比增长131.17%。 派能科技业绩稳中向好，离不开其持续的技术研发投入和核心市场渗透。中报显示，2025年上半年，公 司研发费用达1.59亿元，占 ...

关注公众号，点击公众号主页右上角" ··· "，设置星标 "⭐" ，关注 鑫椤储能 资讯~ 作为首批按国网标准并网流程报批报审报建的工商侧新型储能项目， 希望新能全部使用自主研 发的商枢261储能柜，四台并联组成500kW/1044kWh的高安全高能效储能系统， 利用谷价时 段充电，在生产系统负载超设置阈值时自动放电，毫秒级响应补充500kW以内的负荷需求，彻 底解决了希望新能生产系统的电力容量缺口矛盾，同时有效降低生产用电成本。 此次储能动态扩容项目，深度同应用场景的具体情况进行结合，在不更换变压器的情况下实现供 电容量的提升，避免了因扩容导致的固定电费增加，在提高对用户电力保障能力的同时，实现经 济效益，具有良好的示范作用。 该应用模式在未来还可以推广至因城市发展空间受限而难以实施电网升级改造的地区，创新实现 以用户侧资产投资反向延缓电网投资的方案解决思路，为电力事业发展找寻新增长点。本次项目 的落成，是对行业技术路线的一次成功探索，标志着新型储能正式开辟了全新的应用场景——动 态扩容，这将对后续新型储能创新行业发展起到引领示范作用。 ——The End—— 本文来 源：希望新能 。 本 公众号所发表内容 ...

Group 1: Industry Insights - Deepseek announced the release of its large model V3.1, which utilizes UE8M0 FP8Scale parameter precision, indicating a positive impact on the domestic AI chip and semiconductor industry chain [3] - The Chinese government plans comprehensive reforms in the petrochemical and refining industry, targeting the elimination of small facilities and upgrading outdated operations, with a focus on producing specialty fine chemicals [4] - The adjustment of capacity in the petrochemical industry is seen as a continuation of the "anti-involution" policy, although the profitability of the domestic petrochemical industry is primarily influenced by overseas oil prices [4] Group 2: Advanced Manufacturing - As of June 2025, China's cumulative installed capacity for power storage reached 164.3 GW, a year-on-year increase of 59%, while new energy storage capacity reached 101.3 GW, up 110% [7] - Citigroup raised its target price for lithium carbonate in China from $7,000 to $11,000 per ton, indicating that the recent price increase is seen as temporary due to supply disruptions [7] - EVE Energy reported a revenue of 28.169 billion yuan for the first half of the year, a year-on-year increase of 30.06%, driven by growth in power and energy storage battery businesses [8] Group 3: Consumer Sector - Bilibili reported a revenue of 14.341 billion yuan for the first half of 2025, a year-on-year increase of 21.62%, with a notable rise in gross margin to 36.5% [10] - The gaming segment generated 1.61 billion yuan in revenue, a 60% increase year-on-year, driven by new game seasons and stable operations of long-term products [10] - The advertising business saw a revenue increase of 20%, with performance ads growing by 30% and AI-related ads experiencing a nearly 400% increase [10]

Core Viewpoint - The article emphasizes the strategic significance of new energy storage in supporting the construction of a new power system and achieving "dual carbon" goals, highlighting the efforts of the State Grid Corporation in driving high-quality development in this sector [2][7]. Group 1: Achievements in New Energy Storage Development - The State Grid Corporation has significantly enhanced new energy storage technology innovation and mechanism construction, achieving substantial growth in both scale and quality [3]. - By the end of 2024, the cumulative installed capacity of new energy storage projects in China reached 73.76 million kilowatts, a growth of over 130% compared to the end of 2023 [4]. - As of June 2025, the installed capacity in the State Grid's operating area reached 76.24 million kilowatts, with an annual increase of 17.48 million kilowatts, representing a year-on-year growth of 100.34% [4]. Group 2: Technological Advancements and Standards - The State Grid Corporation has led the establishment of a technology innovation hub, promoting diverse technological advancements and standardization in new energy storage [5]. - Various technologies such as lithium-ion batteries, sodium-ion batteries, and vanadium flow batteries have been successfully integrated and demonstrated, contributing to a competitive development landscape [5]. Group 3: Market Mechanism Improvements - The State Grid Corporation has pioneered the establishment of market mechanisms for new energy storage, facilitating value release across 22 provinces [6]. - In 2024, the trading volume of new energy storage reached 7.12 billion kilowatt-hours, a year-on-year increase of 2.7 times [6]. Group 4: Future Directions for New Energy Storage - The article outlines the need for new energy storage to evolve into a core system regulation component, clarifying its functional positioning within the new energy system [8][9]. - There is an urgent need to focus on breakthroughs in long-duration energy storage technologies, as current applications are predominantly lithium-ion batteries, which account for 96.4% of installed capacity [10]. - The establishment of a multi-layered unified electricity market system is essential to enhance the market mechanisms for new energy storage, ensuring reasonable returns and cost distribution [11]. Group 5: Key Initiatives for High-Quality Development - The State Grid Corporation aims to strengthen top-level design and optimize resource allocation to support the national "14th Five-Year Plan" for new energy storage [13]. - Focused efforts on core technology breakthroughs and the promotion of innovative storage technologies are crucial for upgrading the industry [14]. - The corporation is committed to providing technical support for the national unified electricity market, enhancing the profitability of new energy storage [15].

Group 1 - The company has developed three main business segments: "Smart Energy Use, Smart New Energy, and Smart City" [2] - In the Smart New Energy sector, the company focuses on energy storage products, photovoltaic power stations, carbon management software platforms for parks (enterprises), and charging pile products [2] - The energy storage products include outdoor cabinets with liquid cooling systems, which help dissipate heat from energy storage batteries, and outdoor cabinets with air cooling [2] Group 2 - The liquid cooling energy storage systems are designed to achieve peak shaving and valley filling, reduce electricity costs, and support multiple value benefits such as carbon emission reduction [2]

Core Viewpoint - The company, Canadian Solar Inc. (stock code: 688472.SH), reported significant growth in its photovoltaic and energy storage business for the first half of 2025, showcasing strong global competitiveness and technological innovation [1]. Financial Performance - In the first half of 2025, the company achieved a revenue of 21.052 billion yuan, with Q2 revenue reaching 12.467 billion yuan, a substantial increase of 45.2% compared to Q1 [3]. - The net profit attributable to shareholders for the first half was 731 million yuan, with a net profit of 836 million yuan after excluding non-recurring gains and losses. Q2 alone saw a net profit of 749 million yuan, reflecting a growth of over 700% from Q1 [3]. - The operating cash flow was robust, with a net inflow of 3.78 billion yuan, marking a year-on-year increase of 157.95%, supporting future R&D and market expansion [3]. Core Business Development - The company maintained its leading position in the photovoltaic module market, with a total shipment of 14.8 GW in the first half of 2025 [4]. - The top three markets for shipments were China, North America, and Europe, indicating a balanced and high-quality global distribution capability [5]. - The energy storage business emerged as a strong growth engine, with Q2 shipments of 2.2 GWh, a growth of over 140% from Q1, and total shipments of 3.1 GWh for the first half, a 20% increase year-on-year [6]. Global Project Expansion - The company secured significant contracts globally, including a 100 MW/576 MWh project in North America and a 228 MW/912 MWh project in South America, demonstrating strong recognition from top energy developers and utility companies [8]. Technological Innovation - The company invested 354 million yuan in R&D during the reporting period, maintaining a strong patent portfolio with 5,077 applications and 2,248 active patents [9]. - The product matrix includes advanced photovoltaic modules and energy storage systems designed for various applications, enhancing overall asset value and reliability [10]. ESG Leadership - The company is recognized for its commitment to sustainability, achieving a top position in global ESG rankings and receiving various certifications for its products [11][12][13][14][15]. Q3 2025 Outlook - The company plans to adjust its Q3 module shipment target to 5.0-5.3 GW, with an annual target of 25-27 GW, and expects energy storage shipments of 2.1-2.3 GWh for Q3, maintaining an annual target of 7-9 GWh [18].