2026年中国储能技术创新应用研讨会2026/1/28 王老师18911725159 文丨北极星储能网 北极星储能网讯：12月8日晚间，易事特发布公告，公司控股股东及实际控制人拟发生变更。湖北荆江 实业投资集团有限公司（下称"荆江实业"）将通过协议受让方式，以24.37亿元总价取得公司18.66%股 份，成为新任控股股东，荆州市国资委将由此成为上市公司实际控制人。 根据公告，2025年12月8日，易事特股东荆江实业与广东恒锐股权投资合伙企业（有限合伙）（下称"广 东恒锐"）、扬州东方集团有限公司（下称"东方集团"）及其实控人何思模签署系列协议，交易包含三 个核心安排： 其一，广东恒锐将其持有的4.18亿股（占总股本17.93%）协议转让给荆江实业，转让价5.61元/股，对价 23.43亿元。东方集团同时将质押给广东恒锐的1686万股（占总股本0.72%）一并转让，交易总价合计 24.37亿元。 其二，东方集团不可撤销地放弃其持有的全部7.22亿股（占总股本31.01%）的表决权，弃权期限自交易 完成之日起满五年。此举意味着，尽管东方集团仍保留第一大股东身份，但将彻底退出公司经营决策。 其三，东方集团需就本次交 ...

湖北荆州国资拟以24.37亿元入主A股上市公司ST易事特（300376）。 ST易事特表示，本次股份转让可充分发挥国资和民营企业各方体制机制优势，实现强强联合。 公告称，荆江实业是专业化产业运营集团企业，肩负荆州城发向市场化经营实体转型的重大战略规划任 务，已构建生物医药、建筑施工、文旅、环保等多元化业务体系；荆州城发在新能源新材料、数字经 济、生态环保等战略性新兴产业布局深厚，且具备900多亿元总资产规模，加之荆江实业300亿元资产规 模与2A+信用评级优势，不仅能为公司提供更稳定的资金保障，更可助力引入政府、产业等战略及业务 资源，加快公司战略布局，促进公司整体业务发展。 ST易事特同时公告，12月7日，东方集团、何思模与广东恒锐、广东省广物控股集团有限公司（简 称"广物集团"）签署《股份转让协议之终止协议》，各方同意解除原《股份转让协议》。 回查公告，ST易事特此次控股权转让是在前四次转让未果后的第五次运作。 据公司2018年11月6日公告，公司接到当时控股股东东方集团及实际控制人何思模通知，东方集团、何 思模与珠海华发集团有限公司（简称"华发集团"）签署《股权收购协议》，拟先将东方集团及一致行动 人持 ...

北京商报讯（记者 马换换 王蔓蕾）12月9日晚间，东方日升（300118）微信公众号显示，公司宣布与巴 西工业巨头WEG公司正式签署一项总容量达3GWh的储能系统战略合作协议。 根据协议，东方日升将于2026至2028年间向WEG提供先进的大型及工商业储能系统解决方案，助力全 球能源结构优化与绿色低碳转型。 ...

Group 1 - The core message emphasizes the strengthening of cooperation between China and Belarus in various fields, particularly in the renewable energy sector, following a meeting between Chinese national leaders and Belarusian President Alexander Lukashenko [1] - A delegation from the Belarusian energy company CIS First Battery Group visited the Wocheng New Energy factory to explore a 800MWh energy storage project, resulting in a formal cooperation agreement [1][3] - Wocheng New Energy introduced its innovative underground energy storage system "Xingyaoshi" to the Belarusian delegation, highlighting its safety design, high efficiency (up to 95%), and excellent cold resistance (-50℃ operational capability) [4] Group 2 - During the visit, the delegation received a comprehensive overview of the production process and quality control standards at Wocheng New Energy, which was positively evaluated for its R&D capabilities and industrial layout in the energy storage field [4][12] - Both parties engaged in constructive discussions regarding technical solutions, application scenarios, and future collaboration possibilities for large-scale energy storage projects [12] - Wocheng New Energy expressed its commitment to responding to global energy transition trends by providing safe, reliable, and high-performance energy storage products and solutions in collaboration with CIS First Battery Group [12][13] Group 3 - The cooperation marks a new starting point for both companies, showcasing the complementary advantages and collaborative development in the green energy sector between China and Belarus [13] - Wocheng New Energy aims to continue exploring new paths for energy storage technology applications and industrial collaboration with international partners, including Belarus, to promote sustainable energy solutions globally [14]

Core Viewpoint - The energy storage industry is experiencing explosive growth, projected to reach a market size of nearly $180 billion by 2035, but it faces significant safety risks, including over 70 safety incidents reported globally in 2023, primarily involving fires and explosions [3][4][10]. Group 1: Company Updates - JinkoSolar has disclosed progress regarding a fire incident in 2024, receiving a total of 220 million yuan in advance compensation, which is expected to positively impact its 2025 performance [1]. - The company has accounted for bad debt losses related to the insurance compensation from the fire incident [1]. Group 2: Industry Challenges - The insurance penetration rate for energy storage projects is below 30%, with most projects relying on traditional property insurance, leading to mismatches in coverage and insufficient risk protection [5][6]. - The industry faces challenges in pricing insurance due to a lack of historical data and the high costs associated with insurance, which many projects view as a "soft cost" [6][7]. Group 3: Risk Factors - The energy storage sector is exposed to various risks, including thermal runaway in batteries, electrical safety risks, and operational management risks, which can lead to significant safety incidents [4][6]. - The frequency of safety incidents, particularly in countries like South Korea and the United States, highlights the urgent need for improved risk management and insurance solutions [3][4]. Group 4: Insurance Pricing and Solutions - The pricing of energy storage insurance is influenced by multiple factors, including technology level, physical spacing, fire safety configurations, operational data, project scale, and external environmental conditions [8][9]. - The industry is moving towards a model of "having the right insurance" rather than just "having insurance," indicating a growing demand for specialized risk management solutions [7][10]. Group 5: Technological Innovations - Insurance companies are exploring technology-driven solutions to enhance risk management, such as early diagnosis and early warning systems for battery status changes [11][12]. - The integration of IoT technology and AI algorithms is being considered to create intelligent risk monitoring and early intervention systems [13][14].

新型储能产业如何把握电力市场改革与数智化机遇？行家说储能正联合 中车株洲所、弘正储能、海辰储能、为恒智能、融和元储 等头部企业， 编 撰 《2025电力市场与数智化储能调研报告》，该报告将于1月8日行家说储能峰会上发布。欢迎更多企业参与，共抓产业风口。 继587Ah储能电芯已出货2GWh（ 点这里 ）后，宁德时代再传新订单，拿下 4GWh 储能系统协议。 ▋ 宁德时代供4GWh储能产品 日前，据外媒报道，宁德时代与新加坡可再生能源开发商 Vena Energy 签署了框架供应协议。根据该协议，宁德时代将向Vena Energy当地子公司PT Infrastruktur Terbarukan Sedaya提供4GWh的EnerX电池储能系统 (BESS) 解决方案。 ▋ 挖掘百亿市场，中企重码押注 数据显示，东南亚储能市场潜力巨大，预计规模将从2025年的35.5亿美元（约合人民币252亿元）增长至2030年的49.2亿美元（约350亿元人民币），东 盟区域装机量预计在2025年达到12GWh。 市场由各国碳中和目标及高比例可再生能源规划强力驱动，呈现鲜明特点： 此前，行家说储能整理了关于东南亚地区部分国家储能 ...

Core Viewpoint - Hongzheng Energy has signed a strategic cooperation agreement with Vietnamese company AISEN for a 100MWh energy storage project, marking a significant step in its localization strategy in the Southeast Asian market [3][4]. Group 1: Strategic Cooperation and Market Expansion - The partnership with AISEN aims to leverage local channels and market capabilities to implement a localized strategy in the Southeast Asian energy storage market [4]. - Both companies will create a comprehensive energy application ecosystem covering products, services, and market resources, providing "safe, efficient, and sustainable" energy storage solutions [5]. Group 2: Technological Adaptation and Market Demand - Hongzheng Energy's digital energy storage solutions are based on a "standardized core + customized system" approach, meeting the Southeast Asian market's demand for high reliability and strong adaptability [7]. - The rapid growth of the energy storage market in Vietnam presents a broad platform for cooperation, with Hongzheng Energy expressing confidence in the partnership's future [7]. Group 3: Project Implementation and Environmental Impact - Hongzheng Energy has implemented multiple projects in Vietnam, Singapore, and Indonesia, including a microgrid project in Vietnam that reduced diesel consumption by over 30% and achieved a carbon reduction of 300 tons annually [8]. - The company has a diverse project portfolio, including commercial energy storage and off-grid solar storage systems across various countries [9]. Group 4: Globalization Strategy - Hongzheng Energy's business has expanded globally, covering Europe, Africa, and the Middle East, with a focus on localizing technology teams in key markets like Germany, France, and the Czech Republic [9][11]. - The company is transitioning from product export to system solution upgrades, enhancing its strategic capabilities in local ecosystem development [11]. Group 5: Future Initiatives and Industry Insights - Hongzheng Energy will participate in an upcoming summit to share insights on digital empowerment in energy storage systems, highlighting its innovative approaches to enhancing value in diverse global scenarios [12].

Core Viewpoint - The article discusses the draft implementation details for promoting green electricity direct connection projects in Sichuan Province, aiming to leverage the region's clean energy advantages and accelerate the development of related support measures [9][12]. Group 1: General Principles - The implementation details apply to green electricity direct connection projects within the administrative region of Sichuan Province, focusing on new energy sources such as wind, solar, and biomass, excluding existing hydropower and other renewable sources [13]. - The development goal is to meet the green energy needs of various enterprises while ensuring the stability of the public power grid and fair market operations [13]. Group 2: Basic Requirements for Green Electricity Direct Connection Projects - Projects must scientifically determine the types and scales of new energy sources based on load characteristics, with at least 60% of the annual self-generated electricity from new energy sources and at least 30% of total electricity consumption being self-generated [16]. - Projects are not allowed to feed electricity back to the public grid before the continuous operation of the electricity spot market, and after that, they can adopt a model primarily focused on self-consumption [16]. Group 3: Pricing and Trading Mechanisms - The pricing mechanism for green electricity direct connection projects must comply with national regulations, and projects in specific regions are exempt from peak pricing policies [21]. - Projects must participate in the electricity market as a unified whole and cannot have their supporting storage facilities operate independently in the market [21]. Group 4: Management and Implementation - Project owners must submit applications for approval or record-keeping according to regulations, and if projects are not commenced within two years of approval, the allocated new energy resources will be revoked [25][26]. - The overall implementation plan must be evaluated and approved by local energy authorities, ensuring that all components of the project are constructed and put into operation simultaneously [24]. Group 5: Safety and Monitoring - Projects must establish clear safety responsibility interfaces with the public grid and adhere to safety management measures to ensure stable operation [19]. - The provincial energy bureau is responsible for guiding the evaluation of project demand and monitoring project management and operation [26].

Core Viewpoint - The new energy sector is experiencing fluctuations, with the photovoltaic industry chain showing localized activity, while indices related to new energy batteries and carbon neutrality are declining. The market is seeing increased investment in energy storage ETFs, indicating a potential growth opportunity in this sector [1]. Group 1: Market Performance - The China Securities Photovoltaic Industry Index rose by 0.6%, while the National Securities New Energy Battery Index fell by 0.3%, and the China Securities New Energy Index decreased by 0.5%. The China Securities Shanghai Carbon Neutrality Index dropped by 1.2% [1]. - The energy storage battery ETF (159566) saw a net subscription of over 120 million units throughout the day, indicating strong investor interest [1]. Group 2: Policy and Industry Outlook - According to Everbright Securities, there is clear policy support for the development of energy storage and hydrogen energy, emphasizing the importance of market adjustment mechanisms and coordinated large-scale construction of hydrogen and ammonia [1]. - The Ministry of Industry and Information Technology has proposed a comprehensive rectification of "involutionary" competition, which is expected to lead to a sustained recovery in the overall profitability of the industry chain [1]. - Looking ahead to 2026, independent energy storage bidding in China is expected to maintain the high prosperity level seen in 2025 [1]. Group 3: Index Composition - The energy storage index focuses on 50 companies involved in battery manufacturing, energy storage battery inverters, energy storage battery system integration, and battery temperature control and fire protection, which are likely to benefit from future energy development opportunities [4]. - The photovoltaic ETF tracks the China Securities Photovoltaic Industry Index, which includes 50 representative companies across the upstream, midstream, and downstream of the photovoltaic industry chain [6].

Core Insights - Citi's report highlights that the rapid expansion of AI data centers and the acceleration of global electrification will lead to a significant increase in global electricity demand, potentially creating a critical bottleneck for the expansion of AI technology and data centers [1] - The report emphasizes that the competition in AI is fundamentally a race for AI computing infrastructure, which relies heavily on a stable and large electricity supply [1] - Goldman Sachs has revised its forecast for global data center electricity demand by 2030, predicting it will exceed 945 terawatt-hours (TWh), driven primarily by AI applications [2] Group 1: Electricity Demand Drivers - The combination of AI data centers, electrification, and renewable energy integration is identified as the "triple driver" of electricity demand [3] - The demand for high-voltage transformers is significantly increasing due to AI data centers, grid reinforcement, and renewable energy integration [3] - The report indicates that the electrification and renovation of aging power grids will also create substantial demand for grid equipment [4] Group 2: Investment Opportunities - Asian markets are expected to benefit from a bull market trajectory in grid equipment and large-scale storage stocks, particularly high-voltage and ultra-high-voltage transformers [5] - Large-scale energy storage systems (ESS) will benefit from grid upgrades, renewable energy fluctuations, and backup power needs for data centers [6] - Companies like Sungrow Power Supply and Chung Hsin Electric are highlighted as key beneficiaries, with potential stock price increases of approximately 32% and 35% respectively [6]