在日前举行的第26届海外学子(大连)创业周人才交流洽谈会上，由大连坤达自动化有限公司(以下简 称"大连坤达")研发的坤达移动储能机器人首次亮相，引来不少人驻足观看。这款能够提供"无感"充电 服务的移动储能机器人即将投入市场，有望推动新能源汽车充电模式从传统的"人找桩"向便捷的"桩找 人"转变。 突破两大技术壁垒 "锂电池技术成熟，成本断崖式下降，移动储能产品迎来破土而出的最佳窗口期。"大连坤达副总经理韩 刚在接受科技日报记者采访时说，"近年来，我国锂电池每瓦时单价从1元多大幅降至3毛多，预计后期 还有下降空间。100千瓦时电池包的成本显著降低，移动储能方案的投资回报率变得更加清晰。我们判 断2025—2026年是市场临界点。" 坤达移动储能机器人项目于2024年下半年正式启动，其成功的关键在于突破了能源管理与高负载移载两 大技术壁垒。 升级城市能源服务 "市场上主流的100千瓦时储能充电设备往往体积庞大，应用受限。我们通过高度集成化设计，显著缩小 了设备体积。"韩刚说。他向记者展示了产品的核心优势：小巧灵活且电量充足，在空间有限的停车场 等复杂场景中游刃有余。 产品的设计理念针对的是新能源车主的"挪车焦虑"。 ...

欧洲户储需求回暖，工商储需求高速增长 敬请参阅末页重要声明及评级说明 华安电新 张志邦 SAC职业证书号：S0010523120004 邮箱： zhangzhibang@hazq.com 2025年7月18日 敬请参阅末页重要声明及评级说明 华安证券研究所 证券研究报告 证券研究报告 要点总结 证券研究报告 证券研究报告 证券研究报告 Ø欧洲户储/工商储供给 Ø风险提示：欧洲新能源与储能需求下行；行业竞争加剧影响利润率；欧洲关税政策不确定性。 敬请参阅末页重要声明及评级说明 敬请参阅末页重要声明及评级说明 华安证券研究所 • 欧洲天然气成本上升带动电价上涨，促进户储需求增长。欧洲电力实行市场化交易，天然气为电价锚，欧洲天然气进口结构调整带动天然气价格上涨，进 一步导致电力市场批发电价上涨，批发电价上涨有望逐步传导到零售电价，居民户储补贴申请数量增加，经销商备货，国内户储订单增加，稼动率提升。 • 补库周期叠加夏季用电高峰，天然气价格上涨具备更强持续性。25年初欧洲经历无风寒潮，天然气库存消耗严重，最低库存为35%（24年库存最低为60%）， 欧盟强制性要求11月前必须补库至90%。25年补气缺口大，叠加欧洲对 ...

Core Points - The Huaneng Jin Tan salt cavern compressed air energy storage project has faced complaints regarding worker safety during high temperatures, with reports of multiple cases of heatstroke among workers [1][3][4] - The project is notable for being the largest in the world in terms of single-unit power, total capacity, and overall efficiency, with a planned capacity of two 350 MW non-reburning compressed air energy storage units [3][6] - The project is expected to generate an annual electricity output of 924 million kWh upon completion [3] Group 1 - The project has received significant attention due to complaints about inadequate safety measures for workers during extreme heat, prompting local authorities to intervene [1][4] - The construction companies involved include China Energy Construction Group Northeast Electric Power First Engineering Co., Ltd. and China Power Construction Group Shandong Electric Power Construction First Engineering Co., Ltd. [3][6] - The project has a total planned volume of 1.2 million cubic meters, indicating its scale and ambition within the energy sector [3] Group 2 - The local government has mandated that the responsible parties improve their summer construction plans and provide adequate rest areas equipped with air conditioning and cooling supplies for workers [4] - Legal regulations in China require employers to adjust work hours and provide cooling measures when temperatures exceed 35°C, highlighting the importance of worker rights and safety [6][7] - The high-temperature subsidy in Jiangsu Province is set at 300 yuan per month for four months, emphasizing the financial implications for companies operating in high-temperature conditions [7]

在冲刺港股IPO的临门一脚，厦门独角兽海辰储能接连遇挫。先是美国大客户宣布破产，紧接着，一直虎视耽耽的宁德时代又发难，起诉海辰储能存在不正 当竞争。如果宁德时代的诉讼构成"重大不确定性"，海辰储能的IPO计划可能就悬了。 海辰储能在2023年启动IPO，当年7月就与华泰证券签订上市辅导协议，向厦门证监局提交了A股备案辅导。然而今年3月25日，厦门的这家独角兽却突然改 道向港交所递交了上市申请。 海辰储能与瑞幸咖啡在今年6月26日刚刚一起被胡润评为全球独角兽。海辰储能的上榜有一定的道理，2019年成立，2024年储能电池出货量便冲到了全球第 三，最近三年储能电池复合增长率达到167%。到这次筹划赴港上市前，共拿到了6轮融资，估值将近300亿元。 海辰储能2024年的市场占有率11%，宁德时代是35%，二者之间虽然还有较大差距，但海辰储能的追赶架势已经让宁德时代感觉到了威胁。在技术上，宁德 时代偏爱"高成本高性能"路线，海辰储能则坚持"低成本长寿命"，从长远来看，两家企业谁能打败谁还真不好说。 问道者 | 杜一用 从两次起诉的时间节点不难看出，宁德时代就冲着海辰储能上市而来。这也不难理解，一旦海辰储能上市成功，打 ...

Group 1 - The core viewpoint of the articles highlights the rapid growth and strategic positioning of HeKang New Energy Technology Co., Ltd. in the green energy sector, particularly in energy management and storage solutions [1][2] - HeKang New Energy has achieved a revenue of 3.915 billion yuan in 2024, marking a year-on-year increase of 512.04%, with this revenue constituting 81.98% of its total operating income [1] - The company has successfully turned a profit due to the high growth of its photovoltaic EPC business, recovery in the profitability of its high-voltage inverter business, and effective cost management [1] Group 2 - Guotou Securities has initiated a "buy" rating for HeKang New Energy, citing the company's strong backing from Midea Group, which is expected to enhance its overseas business development [2] - The company is focusing on three main areas: high-voltage inverters, distributed photovoltaic EPC, and household energy storage, which are expected to benefit from Midea Group's comprehensive support [2] - HeKang New Energy's high-voltage inverter business is operating steadily, with a rich product matrix and orderly capacity expansion, while its new energy business is significantly scaling up [2]

金十数据7月17日讯，GGII统计数显示，2024年中国储能锂电池出口规模达200GWh，其中电力储能锂 电池、户用储能锂电池、便携式储能锂电池分别占出口比例为85%、13%、2%。预计到2030年，中国储 能电池出口市场预计将继续保持增长态势，总出口量有望达到560GWh。 机构：预计2025年中国储能锂电池出口超300GWh ...

Core Viewpoint - The news highlights the progress and achievements in China's intellectual property (IP) development during the "14th Five-Year Plan" period, emphasizing the shift from being a major importer of IP to a creator of IP, with a focus on quality over quantity [1][2][4]. Group 1: Key Achievements in IP Development - The expected targets for IP development by 2025 include: the value added of patent-intensive industries accounting for 13% of GDP, copyright industry value added reaching 7.5% of GDP, and annual import-export total of IP usage fees reaching 350 billion yuan [1]. - The satisfaction rate for IP protection has improved from 80.05 in 2020 to 82.36 in 2024, surpassing the 2025 target of 82 [2]. - The value added of patent-intensive industries increased from 11.97% of GDP in 2020 to 13.04% in 2023, achieving the "14th Five-Year Plan" target ahead of schedule [2]. Group 2: Growth in Patent and Trademark Registrations - As of June 2023, the number of valid domestic invention patents reached 5.01 million, a year-on-year increase of 13.2%, with the number of high-value invention patents per 10,000 people reaching 15.3, exceeding the 2025 target [4]. - The number of valid registered trademarks in China reached 48.96 million, a year-on-year increase of 6.6%, indicating strong growth in trademark registrations [4]. Group 3: Focus on High-Value Core Patents - China is transitioning from being an IP-importing country to an IP-creating country, with a focus on high-value core patents in strategic emerging industries such as 5G, AI, and renewable energy [6]. - As of June 2023, the number of valid invention patents in strategic emerging industries reached 1.472 million, 2.2 times that at the end of the "13th Five-Year Plan," accounting for about 70% of high-value invention patents [6]. Group 4: Economic Impact of Patent-Intensive Industries - In 2023, the value added of patent-intensive industries reached 16.87 trillion yuan, accounting for 13.04% of GDP, contributing significantly to innovation and employment [9]. - R&D expenditure in patent-intensive industries reached 1.25 trillion yuan in 2023, representing 50% of the total R&D expenditure of large-scale enterprises [9]. - The employment in patent-intensive industries reached 50.81 million in 2023, an increase of 4.05 million since 2020, indicating strong job creation in this sector [10].

Core Viewpoint - The article discusses the recent adjustments in time-of-use electricity pricing policies across various regions in China, highlighting their significant impact on commercial and industrial energy storage projects [2][3][19]. Group 1: Time-of-Use Pricing Policy - In the first half of 2025, seven regions including Jilin, Sichuan, and Jiangsu officially updated their time-of-use pricing policies, while three regions issued drafts for public consultation [2][3]. - Key characteristics of the adjustments include changing midday peak periods to flat or valley segments, narrowing the fluctuation range, maintaining stable peak-valley fluctuation ratios, and more refined time segment divisions [2][4][15]. - The adjustments reflect local electricity supply and demand characteristics, significantly affecting the operational revenue of commercial and industrial energy storage projects [3][19]. Group 2: Trends in Pricing Policy Adjustments - Time segment adjustments have led to the midday peak being reclassified as flat or valley periods, with 22 provinces now implementing low valley pricing during midday [4][5]. - The fluctuation range has been reduced, resulting in smaller peak-valley price differences, as seen in Jiangsu where the previous policy allowed for broader price fluctuations [7][13]. - Most provinces did not adjust the peak-valley fluctuation ratios, with Jiangsu being an exception, increasing its ratios for different voltage levels [14]. Group 3: Electricity Grid Purchase Price Situation - From January to July 2025, the average maximum peak-valley price difference across 32 regions was 0.618 yuan/kWh, a 9.1% decrease year-on-year [16]. - The regions with the highest price differences were Guangdong (1.297 yuan/kWh), Hainan (1.053 yuan/kWh), and Hunan (0.975 yuan/kWh) [16][17]. - The adjustments in pricing policies, particularly in Jiangsu, have led to a significant decline in the economic viability of energy storage projects, with estimated daily electricity revenue dropping by 47% from the previous year [19][24]. Group 4: Impact on Commercial and Industrial Energy Storage Development - The changes in pricing policies, especially in Jiangsu, have posed challenges to the economic feasibility of energy storage projects, necessitating further market exploration and participation in virtual power plants and demand response initiatives [19][24]. - The rapid growth of renewable energy installations in Jiangsu, which reached over 100 million kW, has influenced the operational models of distributed solar + storage systems [24]. - The article emphasizes the need for thorough market research and monitoring of electricity supply and demand structures in major solar installation provinces to adapt to policy changes and market reforms [24].

Core Insights - The energy storage industry is experiencing a golden development opportunity driven by global energy transition and carbon neutrality goals [1] - The shift from policy-driven to value-driven growth is being facilitated by Document No. 136, which supports the energy storage sector [1] - The surge in new energy installations and the increasing demand for flexibility in power systems are creating urgent needs for energy storage technologies [1] - Continuous breakthroughs in various technological routes are pushing the industry into a new phase of "scenario-based applications" [1] Group 1: Industry Development - The energy storage industry is transitioning from a policy-driven model to a value-driven one, enhancing its growth potential [1] - The demand for energy storage technologies is rising due to the rapid increase in new energy installations and the need for flexible power systems [1] - The industry is entering a new phase characterized by scenario-based applications, driven by technological advancements [1] Group 2: Ecosystem Collaboration - The Zhongguancun Energy Storage Industry Technology Alliance is leading a series of collaborative activities to connect industry resources and embrace cross-industry integration [2] - The initiative aims to create an open and harmonious energy storage ecosystem, focusing on core technologies to enhance collaboration and resource sharing among industry players [2] - The first "Energy Storage Ecosystem Matching Conference" will focus on smart manufacturing, addressing key areas such as product development, production process optimization, and lifecycle management [2][3] Group 3: Conference Details - The "Energy Storage Ecosystem Matching Conference" will take place on July 30, 2025, in Changzhou, Jiangsu [3] - The conference is organized by the Zhongguancun Energy Storage Industry Technology Alliance, with support from various partners [3] - Key discussion topics will include breakthroughs in energy storage cells and system efficiency upgrades through smart manufacturing [4] Group 4: Agenda Overview - The conference will explore the role of high-precision automation and AI data analysis in enhancing production processes and product quality [5] - It will also examine the value of real-time monitoring and fine management throughout the production process [5] - The discussions will focus on how "smart manufacturing + integration" can break down barriers to large-scale production and provide efficient pathways for energy storage system implementation [5]

本文来源：老杨说储能 。 本公众号所发表内容注明来源的，版权归原出处所有（无法查证版权的或未注明出 处的均来源于网络搜集），如有侵权请及时联系删除。转载内容只以信息传播为目的，仅供参考，不代表本号 认同其观点和立场。内容的真实性、准确性和合法性由原作者负责。 在储能产业蓬勃发展的当下，相关企业的市值表现如同行业发展的晴雨表，反映着市场对各企业的认可 程度与未来预期。从储能行业的市值排行榜中，我们能清晰地看到企业的竞争格局与发展态势。 鑫椤资讯成立于2010年，主要服务于炭素、锂电、电炉钢3大行业，是中国专业产业研究和顾问公司。鑫椤资 讯以研究为中心，提供数据库、产业前瞻预测、战略咨询和媒体宣传等服务。 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~ ——The End—— ...