01 "永不宕机，终身质保，交流侧0.38元/Wh，家储、工商储、大储一个价。"8月13日，在第四届EESA储 能展开幕日，沃橙新能源展台醒目打出上述标语。 0.38元这一全场最低价（含税）一出来，不仅震惊业界，同时也代表着储能行业的价格底线再次被击 穿。 值得注意的是，2024年9月第三届EESA储能展时，科陆电子推出Aqua-E系列工商储产品，喊出0.598 元/Wh带回家的口号，率先将储能行业带入0.5元时代。那时的行业内工商储产品均价约0.7元/Wh， 0.598元的价格被市场上很多人质疑是不是噱头，以及是不是材料上"偷工减料"了，当时科陆电子的回 答是——没有。此后，沃橙新能源又第一个把工商业储能价格报到0.58 元/Wh。 而如今进入了0.3元时代，去年的低价反显"昂贵"。 据悉，沃橙新能源这次推出的产品名为"星曜石"系统，该系统的创新之处在于将储能设备埋设在地下2 米深处，利用土壤的恒温特性和相变散热技术，降低设备温度，减少空调等传统散热系统的使用，从而 降低成本。 此外，据该公司称，地下安装还可节省地面空间，还避免了传统储能系统对环境的影响，适用于城市密 集区域和有美观要求的场所。 按照沃橙新 ...

Core Viewpoint - The integration of AI technology with energy storage systems is set to revolutionize the energy sector, leading to enhanced efficiency and new market opportunities for companies like Guoxia Technology [1][4]. Group 1: Industry Developments - The Ministry of Industry and Information Technology, along with eight other departments, issued an action plan in February 2025 to promote high-quality development in the new energy storage manufacturing industry [1]. - The State-owned Assets Supervision and Administration Commission (SASAC) released a list of strategic high-value scenarios for AI in energy, indicating a shift towards "smart energy" and the "AI + storage" era [1]. - AI energy solutions are being developed to optimize energy production, transmission, distribution, and usage through data analysis, which can help predict storage demand and adjust market strategies [1]. Group 2: Company Overview - Guoxia Technology is a leading provider of renewable energy solutions driven by platform technology and AI, focusing on energy storage system solutions [2]. - The company has developed a comprehensive technology system for energy storage, emphasizing intelligent, platform-based, and flexible solutions [2]. - According to Frost & Sullivan, Guoxia Technology ranks as the eighth largest energy storage system supplier in China by new installed capacity and the tenth largest by household energy storage shipments in 2024 [2]. Group 3: Financial Performance - Guoxia Technology's revenue from 2022 to 2024 is projected to grow from 142 million RMB to 1.026 billion RMB, with a year-on-year increase of 226.75% in 2024 [2]. - The net profit for the same period is expected to rise from 24.27 million RMB to 49.12 million RMB, reflecting a 74.5% year-on-year growth in 2024 [2]. Group 4: Competitive Advantage - Guoxia Technology differentiates itself through technological innovation rather than scale, embedding AI deeply into its products and services [3]. - The company has developed IoT platforms specifically for the energy storage industry and is the first to create a seamless energy storage industrial model based on AI technology [3]. - The dual-platform service system, Safe ESS and HANCHU iESS, enables intelligent management and global operations of energy storage systems [3]. Group 5: Future Plans - The funds raised from the IPO will be primarily used to enhance R&D capabilities and build an overseas operational network to support international growth [4]. - Investments will include AI hardware and software procurement, third-party service support, recruitment of R&D personnel, and intellectual property protection [4]. - The evolution of "AI + storage" from a technical concept to quantifiable industrial value is expected to reshape the global energy market [4].

Core Viewpoint - The company has successfully implemented mass application of liquid cooling energy storage products, particularly in data center scenarios using fully immersed liquid cooling technology [1] Group 1: Product Features - The liquid cooling energy storage products and systems possess significant advantages such as high safety, high conversion efficiency, and long lifespan [1] - Liquid cooling energy storage and liquid cooling servers represent different applications of liquid cooling technology [1] Group 2: Future Plans - The company has not yet applied liquid cooling technology to servers but plans to continue promoting fully immersed liquid cooling products in high-demand scenarios like data centers [1]

Core Viewpoint - The article discusses recent developments in the energy storage sector, highlighting competitive bidding results for various projects and the trend of decreasing prices for energy storage systems, particularly in the context of lithium iron phosphate battery systems. Group 1: Project Bidding Results - On August 18, China Energy Conservation Wind Power Co., Ltd. opened bids for a 200MW/800MWh independent energy storage project, with the winning bid from Zhongtian Energy Technology Co., Ltd. at 31,131.64 million yuan, translating to a unit price of 0.389 yuan/Wh [1] - The final candidates for the bidding included Zhongtian Energy Technology Co., Ltd. (31,131.64 million yuan, 0.389 yuan/Wh), CRRC Zhuzhou Electric Locomotive Research Institute Co., Ltd. (32,408 million yuan, 0.405 yuan/Wh), and BYD Auto Industry Co., Ltd. (32,000 million yuan, 0.400 yuan/Wh) [2] Group 2: Price Trends and Competitive Landscape - In a recent procurement project by China Energy Construction, the average bid for a 2.5GW/10GWh lithium iron phosphate battery energy storage system was 0.419 yuan/Wh, with bids ranging from 0.37 to 0.495 yuan/Wh [2] - Among 26 bidders for various projects, only five had prices below 0.4 yuan/Wh, indicating a competitive pricing environment [4] - The Inner Mongolia 2025 second batch of independent energy storage projects revealed a total of 1.3GW/5.2GWh, with average bids around 0.429 to 0.432 yuan/Wh across three segments, reflecting a trend of decreasing prices in the market [5]

Group 1 - The core viewpoint of the article is that Shuangdeng Group Co., Ltd. is set to become the first AIDC energy storage stock in the Hong Kong market, with strong market recognition reflected in its oversubscribed IPO [1][2] - The company has established itself as a leader in the global communication and data center energy storage battery market, with a projected shipment volume ranking first globally in 2024 and a market share of 11.1% [3][4] - The data center energy storage business has seen significant growth, with revenue increasing by over 120% year-on-year in the first five months of 2025, making it the largest revenue source for the company [2][4] Group 2 - The company’s product portfolio includes lead-acid batteries and lithium-ion batteries, primarily used in communication base station storage, data center storage, and power storage [2][4] - The revenue contribution from the data center business has risen from 18.8% in 2022 to 46.7% in the first five months of 2025, surpassing traditional communication base station business [2][3] - The company employs a full-chain model of "self-produced cells + self-developed battery management systems (BMS)", enhancing cost advantages and reliability, which has led to a strong reputation among major clients [5][6] Group 3 - The company has diversified its technology strategy, focusing on lead-acid for stability, lithium-ion for new opportunities, and sodium-ion for future growth, which supports the data center business [4][5] - The upcoming IPO is seen as a new starting point for global expansion, with plans to invest in strengthening the competitive edge of the data center energy storage business [5][6] - The company aims to provide efficient and safe energy storage solutions to meet the growing demand for AI computing power, thereby enhancing its leadership position in the global energy storage industry [6]

Core Viewpoint - The collaboration between Haibo Sichuang, CITIC Bank, and CITIC Financial Leasing aims to explore opportunities in the "energy storage + finance" sector, leveraging their respective strengths to create innovative financing models for the energy storage industry [2][4]. Group 1: Collaboration Details - On August 20, Haibo Sichuang signed a cooperation agreement with CITIC Bank and CITIC Financial Leasing to engage in comprehensive collaboration in the energy storage and financial sectors [2]. - The partnership will focus on integrated financial services, financing leasing, operational leasing, and financing credit, aiming to synergize green finance with the energy storage industry [4]. Group 2: Industry Context - The energy storage industry is transitioning from policy-driven to market-led growth, with reduced construction costs for energy storage stations and improved economic viability due to the opening of the electricity spot market and supportive policies [4]. - The collaboration is positioned to set a new benchmark for the integration of production and finance in the energy storage sector, emphasizing the importance of financial innovation in this evolving market [4].

Core Viewpoint - The article discusses the procurement results for a large-scale energy storage project in Inner Mongolia, highlighting the competitive bidding process and the selected candidates for the supply of energy storage equipment [2][3]. Group 1: Procurement Details - The first candidate for the procurement is Zhongtian Energy Technology Co., Ltd., with a bid price of 31,131.6400 million yuan, equivalent to a unit price of 0.389 yuan/Wh [3][5]. - The second candidate is CRRC Zhuzhou Electric Locomotive Research Institute Co., Ltd., with a bid price of 32,408 million yuan, translating to a unit price of 0.405 yuan/Wh [3][5]. - The third candidate is BYD Auto Industry Co., Ltd., with a bid price of 32,000 million yuan, which corresponds to a unit price of 0.400 yuan/Wh [3][5]. Group 2: Project Specifications - The project involves a 200MW/800MWh electrochemical energy storage system, including related technical services and a five-year warranty period [3]. - The project is located in Ulanqab City, Inner Mongolia, and is funded through corporate self-financing, with plans for completion and operation by 2025 [3][5]. Group 3: Market Context - The article references a significant decline in the new energy storage bidding market, with a reported 88.8% decrease in July [6]. - Upcoming industry events include the Fourth Sodium-Ion Battery Industry Chain and Standard Development Forum and the Fifth Energy Storage Safety Seminar scheduled for October in Tianjin [6].

Core Viewpoint - Hongying Intelligent (001266) focuses on the development of immersion liquid cooling energy storage for computing power centers and has not yet ventured into liquid cooling servers [1] Group 1 - The company has achieved mass application of its liquid cooling energy storage products [1] - The immersion liquid cooling energy storage technology is utilized in data center application scenarios [1]

Group 1 - The core viewpoint of the article highlights the strong capabilities of the company's immersion liquid cooling energy storage technology and its application in data centers [2] - The company has achieved mass application of its liquid cooling energy storage products, utilizing fully immersed liquid cooling technology in data center scenarios [2] - The liquid cooling energy storage products and systems offered by the company are characterized by high safety, high conversion efficiency, and long lifespan [2] Group 2 - The company has not yet applied liquid cooling technology to liquid-cooled servers but is focused on promoting fully immersed liquid cooling products in high-demand scenarios such as data centers [2]

近日，记者通过中国科学院工程热物理所了解到，由中储国能在河南信阳打造的300MW先进压缩空气 储能国家示范电站地下储气库开挖已顺利完成50%，这标志着我国首个30万方量级大型储气建设取得了 重要阶段性进展。 30万方的地下储气库，相当于130个奥运会标准泳池注满水的体积。地下储气库在压缩空气储能系统 中，扮演着核心基础设施的角色，它决定着储气量、系统效率以及安全性、稳定性等重要因素。 信阳地下储气库，30万方"内藏乾坤" 河南信阳300MW先进压缩空气储能国家示范电站，是国家新型储能试点示范项目。建成后，预计发电 量可达4.2亿度/年，能有效提高当地电力系统的效率、经济性和可靠性，在压缩空气储能领域，具有重 要意义。 压缩空气储能系统的水平进洞地下储气库，与传统方式究竟有何差异，又有什么优势？ 传统的垂直进洞或斜井进洞施工，施工周期长，成本高，而水平进洞施工风险相对较低，与竖井相比， 成本更低，施工交通运输更为便利。 技术团队在压缩空气领域首次采用的水平进洞技术，可沿着岩层走向或稳定地层延伸，灵活避开断层， 有效解决涌水带等不良地质问题。相较于垂直竖井，其能更精准地选择围岩完整性好、抗压强度高地岩 层作为洞身 ...