每经AI快讯，8月20日，智光电气（002169）(002169.SZ)公告称，孙公司内蒙古智光储能科技有限公司 与内蒙古创源科右新能源有限公司签订了金额为1.86亿元的《买卖合同》，创源科右向内蒙古智光采购 高压级联构网型储能系统。该合同为公司主营业务，预计将对公司本年度以及未来年度的财务状况和经 营业绩产生积极影响。合同履行不影响公司业务独立性，公司主要业务不会因履行该合同而对交易对手 方形成依赖。 ...

格隆汇8月20日丨智光电气(002169.SZ)公布，公司孙公司内蒙古智光储能科技有限公司(简称"内蒙古智 光")于近日与内蒙古创源科右新能源有限公司(简称"创源科右")签订了金额为人民币1.86亿元的《买卖 合同》，创源科右向内蒙古智光采购高压级联构网型储能系统。 ...

Core Viewpoint - Energy storage is a crucial component for ensuring energy security and achieving the "dual carbon" goals in China, with significant advancements in new energy storage technologies and applications [2][3]. Group 1: Industry Development - By the end of 2024, China's new energy storage installed capacity is expected to account for over 40% of the global total installed capacity, with a steady increase in operational levels supporting the construction of a new power system [2]. - In the first half of this year, the installed capacity of new energy storage reached 94.91 million kilowatts (22.2 billion kilowatt-hours), representing a growth of approximately 29% compared to the end of 2024 [2]. - Key regions such as Inner Mongolia and Xinjiang have installed capacities exceeding 10 million kilowatts, while Shandong, Jiangsu, and Ningxia have capacities exceeding 5 million kilowatts [2]. Group 2: Application and Impact - The application effects of new energy storage are becoming increasingly evident, as demonstrated by the successful operation of a 2000-kilowatt storage project by Zhejiang Yulong Biotechnology Co., which can balance grid load effectively [2]. - The optimization of charging and discharging strategies in energy storage projects is expected to reduce peak demand by approximately 540 megawatt-hours [3]. - New energy storage has played a significant role in ensuring power supply during periods of high electricity demand, particularly during the recent heatwaves [3]. Group 3: Technological Innovation - The development of long-duration energy storage technologies is emphasized as essential for addressing the challenges of energy transition and maximizing the utilization of renewable energy [3][4]. - Companies are focusing on the research and development of long-duration energy storage cells that offer advantages such as high capacity, long lifespan, and low cost, with some products boasting a cycle life exceeding 11,000 times [4]. - The National Energy Administration plans to expand the application scenarios for new energy storage and enhance market mechanisms to promote high-quality development in the industry [4].

Group 1: Company Overview - Double Power Co., Ltd. is a leading company in the energy storage business within the big data and communications sector, focusing on the design, research, manufacturing, and sales of energy storage batteries and systems [1][2] - The company plans to globally offer 58.557 million H-shares, with a total market value of HKD 6.048 billion post-IPO, and is set to list on August 26 [1] - The company has served five of the world's top ten telecommunications operators and nearly 30% of the top 100 global telecommunications operators [1][2] Group 2: Financial Performance - The company has shown steady revenue growth over the past three years, with revenues of RMB 4.072 billion, RMB 4.260 billion, and RMB 4.500 billion for 2022, 2023, and 2024 respectively [2] - Gross profits for the same years were RMB 690 million, RMB 867 million, and RMB 751 million, with gross margins of 16.9%, 20.3%, and 16.7% [2] - Net profits for the years were RMB 281 million, RMB 385 million, and RMB 353 million [2] Group 3: Market Position and Industry Outlook - According to Frost & Sullivan, Double Power Co., Ltd. ranks first in global shipments of energy storage batteries for telecommunications and data centers, with a market share of 11.1% in 2024 [1][2] - The global demand for communication networks is expected to grow due to the rapid adoption of technologies such as mobile communications, IoT, big data, AI, and 5G [2] - The global new installed capacity for communication energy storage is projected to increase from 25.1 GWh in 2020 to 43.9 GWh in 2024, with a compound annual growth rate of 15% [2] Group 4: Other Companies - Jiaxin International Resources is set to list on August 28, focusing on the development and operation of the Bakuta tungsten mine, which has the largest proven tungsten resource among open-pit tungsten mines globally [3][4] - The Bakuta tungsten mine has an estimated resource of 108 million tons, containing 22.73 million tons of WO3, and is included in the Belt and Road Initiative [3][4] - The company aims to achieve an annual mining and mineral processing capacity of 3.3 million tons of tungsten ore by 2025, increasing to 4.95 million tons by 2027 [4]

Core Viewpoint - The successful commissioning of the Ordos Wansuccess 200,000 kW/800,000 kWh energy storage station marks a significant step in promoting new energy storage technologies and aligns with national carbon neutrality goals [6]. Group 1: Project Overview - The Ordos Wansuccess energy storage project occupies 52,445 square meters with a total investment of 760 million yuan [3]. - The project includes a 195 MW/780 MWh lithium iron phosphate energy storage system and a 5 MW/20 MWh aqueous flow energy storage system, along with a 220 kV booster station [3]. Group 2: Technological Advancements - The project is one of the first 17 independent new energy storage demonstration projects in Inner Mongolia, showcasing the successful application of megawatt-level aqueous organic flow battery systems [4]. - The aqueous organic flow battery system offers advantages such as a long cycle life (≥15,000 cycles) and large capacity for long-duration energy storage [4]. Group 3: Economic and Environmental Impact - The project supports the national strategy for carbon peak and carbon neutrality, contributing to the energy industry upgrade and innovation in Inner Mongolia [6]. - It is expected to reduce coal usage and lower emissions of harmful gases like CO₂ and SO₂, thereby improving environmental quality [6]. - The establishment of the energy storage station is anticipated to stabilize power supply and enhance grid operation safety, benefiting local residents [6]. Group 4: Regional Development - The project aligns with Inner Mongolia's policies to support the large-scale development of new energy storage technologies and serves as a model for future energy storage projects [6]. - The commissioning of the energy storage station is expected to drive local economic growth and accelerate the development of related industries in the Dala County area [6][7].

天眼查App显示，近日，四川恩能基科技有限公司成立，法定代表人为覃越，注册资本1000万人民币， 经营范围为一般项目：储能技术服务；电池制造【分支机构经营】；电池销售；智能控制系统集成；输 配电及控制设备制造【分支机构经营】；智能输配电及控制设备销售；配电开关控制设备制造【分支机 构经营】；信息系统集成服务；电池零配件生产【分支机构经营】；电池零配件销售；电子专用设备制 造【分支机构经营】；电子专用设备销售；充电桩销售；电力电子元器件制造【分支机构经营】；先进 电力电子装置销售；大数据服务；互联网数据服务；新材料技术推广服务；货物进出口；技术进出口； 技术服务、技术开发、技术咨询、技术交流、技术转让、技术推广。（除依法须经批准的项目外，凭营 业执照依法自主开展经营活动）。 ...

Group 1 - The construction of the 300MW advanced compressed air energy storage national demonstration power station's underground gas storage facility in Xinyang, Henan, has reached 50% completion, marking significant progress for China's first large-scale gas storage project with a capacity of 300,000 cubic meters [1][4] - The underground gas storage facility is equivalent to the volume of 130 Olympic-sized swimming pools and plays a crucial role in the compressed air energy storage system, influencing gas storage capacity, system efficiency, safety, and stability [3][4] Group 2 - The project is expected to generate 420 million kilowatt-hours of electricity annually, enhancing the efficiency, economy, and reliability of the local power system, which is significant for the compressed air energy storage sector [4] - The underground gas storage facility features a "high-efficiency self-draining system" and a "breakthrough ultra-large diameter" design, addressing key technical challenges related to water accumulation due to geological conditions, thus improving long-term safety and operational stability [6][7] Group 3 - The project introduces a 15-meter ultra-large diameter design, increasing the effective volume of the gas storage facility to 300,000 cubic meters, representing a 300% increase compared to previous maximum designs, while also reducing costs by 200 million yuan [7] - The innovative horizontal tunneling construction method reduces risks and costs compared to traditional vertical or inclined tunneling methods, allowing for more precise selection of stable rock layers and minimizing construction risks associated with geological anomalies [8]

Core Insights - The Baoc池 Energy Storage Station in Yunnan has achieved a significant milestone by surpassing 100 million kilowatt-hours of regulated electricity, marking a key step in the large-scale application of new energy storage technology in China [1][2] - This project serves as a demonstration of independent large-capacity battery storage, providing strong support for regional grid stability and renewable energy consumption [1] Group 1 - The Baoc池 Energy Storage Station has a total installed capacity of 200 megawatts and 400 megawatt-hours, utilizing a fully liquid-cooled energy storage system with millisecond-level response speed [1] - The station's core function is to quickly stabilize the output fluctuations of renewable energy sources such as solar and wind power, acting as a "stabilizer" and "power bank" for the regional grid [1] - The 100 million kilowatt-hours of regulated electricity is equivalent to meeting the annual electricity needs of 66,700 households [1] Group 2 - The surrounding area of the Baoc池 Energy Storage Station hosts wind and solar power bases with a capacity of over one million kilowatts, which annually consumes more than 290 million kilowatt-hours of renewable energy, reducing standard coal consumption by approximately 87,600 tons and cutting carbon dioxide emissions by about 227,800 tons [2] - The project fills a technological gap in large-capacity independent energy storage in China and addresses the volatility issues of wind and solar power through the "renewable energy + storage" model [2] - The advancements made by the Baoc池 Energy Storage Station contribute to the construction of a new power system and support China's energy structure transformation and carbon neutrality goals [2]

Core Viewpoint - The article highlights the recent bidding and winning data in the energy storage sector, indicating significant project sizes and competitive pricing in the market [1][2][3]. Bidding Section - A total of 16 bidding projects were recorded from August 4 to August 10, with an EPC, PC, and energy storage system bidding scale of 7.2 GWh [1]. - The largest project is the China Green Development's 500 MW/2000 MWh energy storage project, requiring delivery of all equipment by October 30, 2025, and bidders must have a cumulative delivery performance of no less than 2 GWh [2]. Winning Section - The lowest winning bid for an energy storage system was 0.389 CNY/Wh, submitted by Zhongtian Energy for a 200 MW/800 MWh independent energy storage project, with a total project price of 31.13164 million CNY [3]. Project Statistics - Various projects were listed, including: - Gansu Zhangye 200 MW/800 MWh independent energy storage project [4]. - Hebei 200 MW/800 MWh energy storage project [4]. - Henan 200 MW/400 MWh energy storage project [4]. - Jiangsu 123 MW/246 MWh energy storage project [4]. - Yunnan 200 MW/400 MWh shared energy storage project [4]. - Shanxi 400 MW independent energy storage project [4]. - Shandong 500 MW/2000 MWh energy storage project [4]. Winning Project Statistics - Winning projects included: - A 158 MW/308 MWh energy storage project in Xinjiang with a winning price of 0.65 CNY/Wh [5]. - A 200 MW/800 MWh project in Inner Mongolia with a winning price of 0.389 CNY/Wh [5]. - A 150 MW/600 MWh project in Ningxia with a winning price of 0.875 CNY/Wh [5]. - A 100 MW/200 MWh project in Guangdong with a winning price of 1.030 CNY/Wh [5].

Core Viewpoint - The report emphasizes the critical role of new energy storage in national energy transition and the construction of a new power system, highlighting its importance for achieving the "dual carbon" strategy and ensuring a good start for the new energy storage industry during the 14th Five-Year Plan period [2] Group 1: Legal and Policy Framework - The Energy Law incorporates "promoting high-quality development of new energy storage" into the legal framework, marking new energy storage as a key technology for supporting the new power system [3] - The National Energy Administration has established a management system through over 20 special policies, clarifying the top-level design for the new power system [3] Group 2: Installation Structure and Quality Development - In 2024, China's new energy storage installed capacity reached a historic breakthrough of 73.76 million kilowatts, a 130% increase from the end of 2023 [4] - The trend towards larger and longer-duration energy storage systems is evident, with projects of ≥100,000 kilowatts accounting for 62% and projects with storage duration ≥2 hours making up 86% [4] - The average annual equivalent utilization hours reached 911 hours, an increase of 300 hours compared to 2023, indicating improved efficiency [4] Group 3: Technological Innovation - A clear diversified technology development roadmap has emerged, with a tiered development ecosystem for new energy storage, including application, demonstration, and pre-research generations [5] - Breakthroughs in various technologies such as compressed air storage and flow battery storage have laid the foundation for long-duration regulation and inertia support needed for high-proportion renewable energy systems [5][6] Group 4: Market Mechanism Breakthroughs - In 2024, significant progress was made in the market mechanisms for energy storage, including the official operation of the electricity spot market, which guides new energy storage participation in system regulation [7] - The auxiliary service market has diversified, clarifying entry conditions, trading models, and pricing mechanisms for new energy storage [7] Group 5: Standard System Improvement - In 2024, 26 national standards and 18 industry standards for new energy storage were released, covering all aspects from planning and design to operation and evaluation [8] - The establishment of a comprehensive standard system enhances the safety and quality of the new energy storage industry, guiding its orderly development [8]