12 月 4 日，由中关村储能产业技术联盟主办的" 2025 中国储能 CEO 峰会"在厦门举行，远景 高级副总裁、远景储能总裁田庆军发表了题为「 破浪 · 共生 —— 储能企业的全球化使命」的 主旨演讲。 面对储能产业链全球化布局的核心议题，田庆军结合远景近二十年的全球化实践， 系统阐述了 中国储能企业出海必将经历从 " 走出去 " 到 " 融进去 " 的深度变革 ，并呼吁行业以 " 竞合 " 智慧超越 " 丛林法则 " ，共同成为全球能源转型的零碳技术伙伴。 文 | 远景储能 " 对于中国储能企业而言，出海已非选择题，而是生存 的'必答 题'，根本原因在于产业' 生而全 球化' 的基因。 " 田庆军开宗明义地指出。他强调，中国虽已成为全球最大的新型储能装机国， 但海外高价值市场的成熟商业模式与新兴市场的加速扩容，构成了差异互补的全球格局。同时， 中国储能电池全球份额超 90% 、系统集成商十强占八席的供应链优势，与全球多元化场景（如 英国电力交易、澳洲构网需求）对技术创新的倒逼共同决定了，储能企业必须具备全球资源配置 与场景化创新的能力。 然而，蓝海之下暗礁遍布。田庆军警示， 出海并非 " 遍地黄金 " ...

Group 1 - Jinko Energy has announced the expansion of its project layout in the UK with an additional 140MWh grid-level energy storage system, bringing the total capacity to 280MWh, making it one of the largest battery storage projects in the UK [2] - Hongzheng Energy has signed a strategic cooperation agreement with Vietnamese company AISEN for a 100MWh energy storage project, aiming to create a comprehensive energy application ecosystem that provides safe, efficient, and sustainable storage solutions [4] - Kubo Energy has established a strategic cooperation with VoltLink Energy in Romania, focusing on a 1GWh collaboration to provide professional, durable, and reliable energy storage solutions [6] Group 2 - Nenghui Technology has signed a framework contract for 350MWh of energy storage systems with a European partner, with the first batch of 20MWh already contracted, amounting to €2,504,408.60, to be delivered within 135 days after the prepayment [8] - The 14th International Energy Storage Summit and Exhibition (ESIE 2026) is scheduled to take place from April 1-3, 2026, in Beijing, highlighting the ongoing developments in the energy storage industry [9] - The 2025 China Energy Storage CEO Summit and the 10th International Energy Storage Innovation Competition preliminary round were successfully held in Xiamen, showcasing 77 outstanding projects [12]

近日，英博智储在行业项目招标中捷报频传，不仅成功中标中国电气装备集团有限公司储能 PCS（1250kW—3450kW）塔式机器集中采购项目，还相继拿下南方电网位于汕尾市的 200MW/200MWh独立储能调频电站项目。尤其值得一提的是，该项目选用的方案是内置 于交直流一体舱内的450kW液冷大组串PCS，彰显了其在储能领域的综合竞争力。 文 | 英博电气 | 序号 | 包号 | 成交人 | | --- | --- | --- | | 1 | 包1 | | | 2 | 包2 | | | 3 | 包3 | 廊坊英博电气有限公司 | | 4 | 包4 | | | 5 | 包5 | | | б | 包6 | | | 7 | 包7 | | | 8 | 包8 | | | 9 | | | | 10 | | | | 11 | | | | 12 | | | | 13 | | | | 14 | ലു | | | 15 | | | | 16 | | | | 17 | | | | 18 | | 廊坊英博电气有限公司 | 国内首套配置百台450kW组串式储能变流器调频电站 2025年，广东新能源产业正式跻身"万亿俱乐部"，成为全省第九 ...

Core Viewpoint - The strategic partnership between Haichen Energy and CRRC Zhuzhou Electric Locomotive Research Institute aims to supply a minimum of 120GWh of energy storage products during the 14th Five-Year Plan period (2026-2030), enhancing the development of the energy storage industry and accelerating global energy transition [1][2]. Group 1: Strategic Cooperation - The collaboration is driven by the increasing demand for large-capacity energy storage systems, which are essential for building a new power system and improving renewable energy consumption [2]. - The partnership will extend beyond the supply of energy storage products to include smart storage, commercial storage, shared storage, and distributed storage, exploring innovative solutions and business models [2]. Group 2: Product Development - Haichen Energy's ∞Cell 587Ah has achieved early market entry, with mass production starting in August 2025, and has successfully delivered to CRRC Zhuzhou for large-scale projects, validating its reliability and delivery capabilities [3]. - The ∞Cell 1175Ah battery, set to be mass-produced by June 2025, will further enhance the collaboration, providing a differentiated product matrix that meets diverse energy storage needs [4]. Group 3: Industry Ecosystem - The partnership encompasses a full-chain solution from energy storage cells to system integration and end-user applications, aiming to promote large-capacity storage in various scenarios through technological innovation and large-scale application [5]. - This collaboration marks a significant step towards high-quality development in China's energy storage industry, contributing to the construction of a new power system and supporting global energy transition efforts [5].

格隆汇12月9日丨东软载波(300183.SZ)在互动平台表示，公司完成1.5GWh磷酸铁锂储能PACK产线建 设，并批量生产验证。针对工商业储能需求，研发了储能一体机产品，完成储能风冷、液冷储能一体机 产品开发及量产，已在多个省份交付运行。公司位于佛山市南海区九江镇土地准备建设大湾区智能电力 装备创新谷。 ...

格隆汇12月9日丨东软载波(300183.SZ)在互动平台表示，公司完成1.5GWh磷酸铁锂储能PACK产线建 设，并批量生产验证。针对工商业储能需求，研发了储能一体机产品，完成储能风冷、液冷储能一体机 产品开发及量产，已在多个省份交付运行。公司位于佛山市南海区九江镇土地准备建设大湾区智能电力 装备创新谷。 ...

独立储能机遇与产业实操 (闭门分享会) 2025年12月16-17日上海 x = ( ) Jack看租赁 al 则经 独立储能业务市场分析和项目筛选机制 分享嘉宾：天炜新能总经理 徐晓栋 公司托管运营独立储能电站超5GWh 独立储能市场开发和业务实战 分享嘉宾:天炜新能副总裁 韩冬 主管独立储能业务市场开发和运营工作 独立储能融资租赁业务实战和风险管理 分享嘉宾:Jack看租赁 创始人 王俊鹏 培训业务服务租赁公司超 800 家 3 融资租赁赋能独立储能产业发展研讨会 4 1 2 | | 12月16-17日(周二、周三) < | | --- | --- | | 9:30-12:00< 12月 16日< 14:00-16:30< | 独立储能业务市场分析和项目筛选机制(2 | | | 独立储能市场开发和业务实战2 | | 16:30-17:30< | 融资租赁赋能独立储能产业发展研讨会(2 | | 12月17日 9:30-12:00(2 | 独立储能融资租赁业务实战和风险管理(2 | | | 线下(上海) < | 详细议程 第一部分 12月16日 9:30-12:00 独立储能业务市场分析和项目筛选机制 分享嘉 ...

Core Viewpoint - The demand for Tesla's Powerwall in Taiwan has surged significantly, with orders expected to triple by 2025 due to increasing concerns over power supply stability and frequent outages [1]. Group 1: Market Demand and Trends - The rising demand for home energy storage solutions, such as Tesla's Powerwall, reflects growing anxiety regarding Taiwan's energy transition, particularly amid discussions about nuclear plant shutdowns and delays in solar energy development [1]. - Tesla's Powerwall serves as a practical backup energy option for many households and small businesses, providing cost-saving benefits while addressing the instability of the power grid [1]. Group 2: Product Overview and Safety Concerns - Tesla's energy storage products are categorized into home storage (Powerwall) and commercial/industrial storage (Megapack, Powerpack), with Powerwall utilizing lithium-ion battery technology to store renewable energy for residential use [2]. - In November 2023, Tesla recalled 10,500 units of Powerwall 2 due to potential overheating issues that could pose fire risks, with reports of 22 overheating incidents, including 6 smoke reports and 5 fire incidents [2]. Group 3: Financial Impact - The recall incident is expected to impact Tesla's energy business, which reported revenues of $3.42 billion in Q3 2025, marking a 44% year-on-year increase and accounting for a quarter of the company's total revenue [3]. - The Powerwall series is a key product within Tesla's energy division, and safety issues may affect consumer trust in the brand [3].

开始服务乌兹别克斯坦电网 项目是由ACWA Power与乌兹别克斯坦能源部开发的 IPP 项目，位于乌兹别克斯坦首都塔什干东 北郊区30公里处，新建一座334兆瓦/500兆瓦时储能电站以及配套建设220千伏升压站、220千 伏电缆出线及对侧站(部分二次通信改造)。 作为中国能建践行共建"一带一路"倡议和深化国际产能合作的标志性成果， 项目 建成后， 单次 充电最大可存储77万度绿电 ，按照85%充放电效率考虑，在电力供应紧张时期， 一次放电可释 放65.45万度电 ，满足近10万个家庭1天的用电量，每年增加消纳4.1亿度绿电，相当于减排二氧 化碳约34.7万吨，节约标煤约13.9万吨，降低碳排放与环境污染，助力乌兹别克斯坦实现气候承 诺，改善生态环境与居民生活质量，推动能源结构绿色转型。 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~ 当地时间12月5日 中国能建国际集团、浙江火电、安徽院 联营体总承包建设的 中亚最大电化学储能项目 乌兹别克斯坦塔什干光储项目储能站 首次并网成功 鑫椤报告预售： 2025-2029年中国三元材料运行趋势及竞争策略研究报告 2025- ...

需求：1）海外：据海关总署，10月光伏组件出口额约22.58亿美元，同比增长4.39%，环比下降 19.34%。1-10月累计出口额234.73亿美元，同比下降4.89%。2025年10月，国内光伏组件出口量约12.83 亿个，同比增长73.14%，环比降低0.97%。2025年10月逆变器出口额6.77亿美元，同比增加2.76%，环比 下降5.02%。1-10月累计出口额74.35亿美元，同比增加17.45%。2025年1-10月国内光伏逆变器出口金额 在区域结构上存在差异。欧洲以29.1亿美元居首；亚洲地区次之，出口额为25.83亿美元，同时南美等新 兴市场提供了多元化增长潜力。2025年10月，中国逆变器出口澳大利亚金额同比增长率超200%，有望 提供新的增长空间。2）国内：2025年10月国内光伏新增装机量为12.6GW，环比增长30.4%，同比下降 38.3%。国内1-10月累积新增光伏装机252.87GW，同比增长39.5%。2025年10月，储能EPC/PC（含直流 侧设备）、储能系统和储能电芯新增招标项目共计12.7GW/38.7GWh，容量规模同比增长85%，环比下 降11.24%。 投资建 ...