（来源：百年恒顺） 2025年度徐州恒顺万通食品酿造有限公司（储能项目）招标 拟通过采用合同能源管理（EMC）方式选择合作方开展储能发电系统建设，即招标单位只需提供储能 电站场地，无需再做其他任何投资，由中标单位负责储能发电系统的申报、安全评价、投资、建设、设 计、后期运营及维护。招标单位配合完成项目前期工作，并于储能项目验收合格、投产发电后，最大程 度按签约年限及电费折扣消纳项目所发电量。 招标说明： 为了满足业务发展的需要，我公司决定近期对（ 储能 ）项目进行公开招标，欢迎各符合要求的供应商 参加投标。 资格需求： 投标人须为中华人民共和国境内合法注册，具有独立法人资格，以及有效期内的营业执照营业执照经营 范围至少包含下列其中一项：储能发电技术服务；项目投资管理；新能源投资；合同能源管理；储能电 站项目的投资、建设、设计、系统运行维护等；投标人 2023 年 1 月 1 日（以合同签订时间为准）以来 至少具有一项参与投资并建成并网运行的类似储能发电系统业绩且单个项目必须超过 1MW；在过往业 务中未发生被企业所在地电力主管部门、国家电网公司或者其下属分支机构严肃处理的情况；最近三年 内没有发生骗取中标、严 ...

Core Viewpoint - Canadian Solar Inc (CSI) and its subsidiary, Arctech (CSI, 688472.SH), are restructuring their U.S. operations by forming joint ventures to enhance long-term business participation in the U.S. market and mitigate operational risks [2] Group 1: Joint Venture Structure - Arctech plans to establish two joint ventures, Company M and Company N, with Arctech holding 24.9% and CSIQ holding 75.1% [3] - Company M will focus on solar photovoltaic (PV) operations in the U.S., including the operation of solar cell and module factories [3] - Company N will concentrate on energy storage operations in the U.S., manufacturing lithium iron phosphate energy cells, battery packs, and direct current storage systems [3] Group 2: Asset Management and Operations - The joint ventures will initially operate by leasing certain overseas assets from CSIQ, with the timeline for asset acceptance and formal activation being uncertain [3] - Arctech will also restructure its overseas manufacturing facilities, including the THX1 solar cell factory, SSTH energy storage factory, and GNCM battery factory, transferring ownership to CSIQ (75.1%) and Arctech (24.9%) [3] - This restructuring will provide Arctech with a one-time equity transfer payment and ongoing 24.9% equity income from U.S. operations [3] Group 3: Financial Implications - The total assessed value for the equity transfer is 469 million yuan, with the transaction amount for the 75.1% stake set at 352 million yuan [4] - Arctech will provide a guarantee of up to 44.631 billion yuan (or equivalent foreign currency) to support CSIQ in providing performance and financing guarantees for Arctech and its subsidiaries [4] Group 4: Strategic Focus - CSIQ will concentrate on the production, sales, and service of solar components and energy systems in the U.S., targeting public utilities, electric companies, and large commercial projects [4] - Arctech will focus on non-U.S. markets for components, energy storage products, and system integration, enhancing its competitive advantage in regions such as Europe, Latin America, Asia, and the Middle East [4]

专题：2026年邮政金融论坛暨中邮证券策略报告会 炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 2025年12月3日，"2026年邮政金融论坛暨中邮证券策略报告会"在北京举行。中邮证券副总裁、首席经 济学家黄付生作《中国市场：渐入佳境》专题报告并发布全球资产配置观点。黄付生认为，2026年中国 权益市场将进入"长周期、结构性牛市"，债券市场转入震荡，大宗商品超级周期或逐步开启，全球资产 配置焦点将向中国倾斜。 MACD金叉信号形成，这些股涨势不错！ MACD金叉信号形成，这些股涨势不错！ 新浪声明：此消息系转载自新浪合作媒体，新浪网登载此文出于传递更多信息之目的，并不意味着赞同 其观点或证实其描述。文章内容仅供参考，不构成投资建议。投资者据此操作，风险自担。 责任编辑：杨赐 专题：2026年邮政金融论坛暨中邮证券策略报告会 炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 2025年全球大类资产普涨，中国权益潜力巨大。2025年前11个月全球主要资产呈现"除比特币外全面上 涨"态势，其中，韩国综合指数、COMEX黄金涨幅均超60%，沪深300、恒生指数等涨幅 ...

人民财讯12月3日电，江盐集团（601065）12月3日在互动平台表示，公司正大力推进盐穴压缩空气储能 项目，目前已完成盐腔地下空间综合利用评估。 ...

格隆汇12月3日丨江盐集团(601065.SH)在投资者互动平台表示，公司正大力推进盐穴压缩空气储能项 目，目前已完成盐腔地下空间综合利用评估。 ...

每经AI快讯，有投资者在投资者互动平台提问：贵司是否有储能业务？如有，麻烦详细介绍一下目前 的发展情况？谢谢！ 江盐集团（601065.SH）12月3日在投资者互动平台表示，公司正大力推进盐穴压缩空气储能项目，目 前已完成盐腔地下空间综合利用评估，项目相关进展情况请关注公司后续公告。 （文章来源：每日经济新闻） ...

Core Insights - The energy storage industry is set to experience rapid growth starting in 2025, with leading companies like CATL, EVE Energy, and others already reporting full production capacity and extending order schedules into 2026, indicating a significant demand for energy storage batteries [2][3]. Group 1: Industry Growth Drivers - The surge in the energy storage sector is driven by increasing traditional storage demand, breakthroughs in AI technology, and favorable policies. AI advancements are expected to boost intelligent computing power demand, with global AI computing needs growing at an annual rate of 4.5 times [3]. - The National Development and Reform Commission and the National Energy Administration of China have set a target for new energy storage installations to exceed 180 million kilowatts by 2027, leading to direct investments of approximately 250 billion yuan [3]. Group 2: Lithium Battery Separator Market - The lithium battery separator industry is a critical component of the energy storage supply chain, benefiting significantly from the growth in the energy storage market. In the first half of 2025, China's lithium battery separator shipments are projected to reach approximately 13.3 billion square meters, a year-on-year increase of 47.6% [6]. - The wet separator segment, which accounts for 82.3% of shipments, has seen an 11.1% increase year-on-year, highlighting the growing importance of this technology in the energy storage landscape [6]. Group 3: Company Performance and Innovations - Enjie Co., a leading player in the wet separator market with over 30% global market share, reported a 27.85% year-on-year increase in revenue for the first three quarters of 2025. The company has secured significant contracts with major domestic and international clients [7]. - Enjie has developed a 5μm ultra-thin high-strength separator, which addresses key performance challenges and supports the industry's shift towards higher safety and energy density requirements [9][11]. - The company is also advancing in solid-state battery technology, having achieved breakthroughs in solid electrolyte materials and initiating plans for large-scale production, positioning itself for future growth in this emerging segment [12]. Group 4: Long-term Strategic Positioning - Enjie's growth is not solely attributed to external demand; its continuous technological advancements in lithium battery separators and solid-state batteries are creating a sustainable competitive advantage [9]. - The company’s strategic focus on solid-state battery materials and its early investments in this area are expected to provide resilience against market fluctuations and enhance its long-term growth prospects [12].

"山东的'五段式'电价让我们的储能项目峰谷套利空间翻倍，而浙江的新电价政策却让收益直接打七 折，不同省份的政策差异，让企业布局时得精打细算。"江苏瓦特储能技术公司负责人徐东的感慨，道 出了当前储能行业的普遍困惑。 今年以来，我国多地相继出台分时电价优化政策，通过调整时段划分、浮动比例、执行范围等核心要 素，用价格杠杆引导电力资源配置。一场以"市场化定价、动态化调整"为核心的分时电价改革，正彻底 重构储能行业的发展逻辑。曾经依赖固定峰谷价差套利的储能产业，如今站在"政策托底退坡、市场竞 争提速"的十字路口，如何在波动的价格信号中寻找新的盈利路径，成为全行业的核心命题。 电价信号引导产业布局 来源：中国城市报 "以前峰谷价差小，储能项目回本难；现在山东的深谷电价低至0.2元/千瓦时，尖峰电价冲到1.2元/千瓦 时，最大价差近1元，我们的工商业储能项目回收周期能缩短2—3年。"山东省青岛市某储能电站运营总 监王磊给中国城市报记者算了一笔"收益账"。作为电力市场化改革的先锋，山东省2025年全面推行"五 段式"分时电价，将全天划分为尖、峰、平、谷、深谷五个时段，工商业用户尖峰电价较平段上浮 100%，深谷电价下浮90 ...

Core Insights - The article highlights recent developments in the energy storage sector, with four companies announcing new storage orders, indicating a growing trend in the industry [1]. Group 1: Company Announcements - EVE Energy signed a 1GWh energy storage order with China Gas, focusing on the integration of distributed energy solutions and low-carbon energy management [2][4]. - Far East Group disclosed a total of 3GWh energy storage system projects over three years, with a total order value of approximately 425 million yuan [7][8]. - Canadian Solar's subsidiary, Recurrent Energy, received development approval for a 500MW/1000MWh energy storage system in the UK, which will be one of the largest solar-storage hybrid plants in the country [10][11]. - Kunming University of Science and Technology and Zhejiang Taihu Energy Valley signed a strategic cooperation agreement to jointly develop a 3GWh energy storage system over three years [12]. Group 2: Project Details - The collaboration between EVE Energy and China Gas aims to develop energy storage systems and biomass energy coupling technologies, with plans to expand into overseas markets [4][6]. - Far East Group's energy storage orders include various projects across China, with a total of 11 significant orders disclosed this year, amounting to 1.367 billion yuan [8][9]. - The Tillbridge project by Recurrent Energy is expected to generate 857.6 GWh annually, serving around 300,000 households and reducing CO2 emissions by over 15 million tons throughout its lifecycle [11]. - The partnership between Kunming University and Zhejiang Taihu Energy Valley includes a procurement contract for 1GWh of aluminum-based lead-carbon batteries, with the first batch valued at approximately 10.59 million yuan [12][13].

Core Viewpoint - The new energy storage industry is seizing opportunities from power market reforms and digitalization, with key players collaborating to compile the "2025 Power Market and Digital Energy Storage Research Report" to be released at the upcoming summit [2]. Group 1: Industry Developments - In 2025, the industry is transitioning from technology announcements to large-scale production and delivery of 500Ah+ high-capacity battery cells and 6MWh+ energy storage systems [3]. - CATL's 587Ah energy storage cell has surpassed 2GWh in shipments, with an expected total shipment of 3GWh for the year [4][6]. - The new generation 6.X energy storage platform from CRRC Zhuzhou Institute has achieved mass production and delivery, utilizing the self-developed ∞Cell 587Ah high-capacity energy storage battery [5][8]. Group 2: Technological Advancements - The 6.25MWh battery cabin from CRRC Zhuzhou Institute has been successfully produced, featuring a 25% increase in energy density compared to the previous generation [10]. - The system's efficiency has improved from 86% to 88%, and it supports various electricity trading decision-making processes, enhancing asset utilization by over 20% [10]. - The 587Ah energy storage cell from CATL has an energy density of 434Wh/L and a round-trip energy efficiency (RTE) of 96.5%, with a lifecycle RTE that maintains minimal degradation [6]. Group 3: Market Trends - The industry is entering a phase of accelerated competition in large-capacity battery cells and systems, with CATL leading with 2GWh shipments and CRRC Zhuzhou Institute completing GWh-level deliveries [11]. - A variety of companies, including Envision, EVE Energy, and others, are either in mass production or have set clear timelines for mass production of large-capacity battery cells, with many expected to achieve this within the next two years [12]. - The large-capacity energy storage system market is rapidly expanding, with several companies announcing mass production of 6MWh+ systems this year [14].