温馨提示： 投稿/合作/找圈，请联系hjs-Cindy，13609002797 lementa 金刚3 是天合储能自主研发的全新一代高性能储能系统，覆盖从电芯、电池舱到AC侧系统的全栈式研发、制造与交付体系。系统采用587Ah大容量 天合芯，能量密度高达417Wh/L实现20英尺空间6.25MWh的超聚能集成能力，LCOS降低12.5%。叠加肩并肩与背靠背排列设计，使场站综合能量密度提 升24.7%，占地面积减少20%。 自研10MW PCS和MV集成的40尺一体机，提升功率密度，自研6.25MWh直流舱，支持多支路设计，可在超4小时系统中实现跨PCS控制，给客户提供最成 熟且安全的整体解决方案，PCS实现10ms快速功率响应，有功无功灵活调控，助力辅助服务收益，具备构网控制能力，可实现并离网无缝切换。 ▋ 精控能源： OmniCube-L261-125K-P 精控能源OmniCube-L261是一款高度集成的模块化液冷工商业储能系统，集PCS、电池、EMS及消防于一体。其采用创新翼片式液冷技术与全栈自研核心 部件，具备优异的热管理性能与动态响应能力，为工商业场景提供安全、高效、长寿命的一体化储能解决方案。 ...

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。 政策松绑、市场放权与成本下探等多重 因素共振 ，推动储能产业迎来市场化的春天。 据国信证券经济研究所预测，2025-2027年全球储能新增装机容量分别为221/191/190GWh，对应全球储能系统产值约为1787/1550/1533亿元。 据了解，该产线将主要生产 GG Power品牌BESS系统， 自动化率将达92%，在安全、性能及可靠性等方面严格执行国际标准，其目标市场涵盖越南本土工 商业及电网储能项目，同时也将面向出口市场。 除产线外，金风科技还将为GG工业公司提供长期技术支持，内容涵盖工程师培训、运营维护协助、生产工艺优化以及未来技术升级。这一持续合作将确保生 产线的稳定运行，并紧跟全球储能行业发展趋势，实现持续改进。 GG工业公司透露，该产线计划于明年1月启动试生产，并于3月正式投入商业运营，以实现先进储能解决方案的本地化制造。 ▋ LG Energ ...

来源：科华数能 End 欢迎分享给你的朋友！ 出品 | 中国能源报（c ne ne rgy） 广告 责编丨李慧颖 针对通辽地区低温、高风沙的严苛工况，科华数能5MW集中式变流升压一体机兼具超强环境适应性、高效能表现。产品采用 IP65 高 防护等级设计，与外部环境完全隔离，可深度适应高风沙、极端雨雪等恶劣环境，即便在- 35℃极低温度下仍能安全稳定运行。在能效 层面，该款储能变流器最高效率突破99%，处于行业领先水平。在运维端，灵活的模组化设计，可快速定位故障模块，缩短维护时间、 提高整体可用率；同时配备风机反转自清洁功能，有效防止进风口灰尘、异物积聚，保障散热效果，减少人工维护需求与维护频率和成 本。 项目单次最大充放电量可达200万千瓦时，年可实现峰谷转移电量6亿度，每年最大可减少氧化碳排放约53万吨。此外，电站将通过调 峰调频、电压支撑等技术手段，显著提升通辽电网的系统调节能力与综合效率，并在电网调峰调频、平衡电力输出、稳定电压水平、提 升电能质量、平抑新能源出力波动等方面发挥关键作用，为内蒙古新型储能产业高质量发展注入绿色动能。 作为蝉联中国储能PCS国内市场榜首的企业， 从技术研发到场景落地，科华数 ...

以下文章来源于智光电气股份 ，作者智光储能 智光电气股份 . 集团信息交流发布平台 文 | 智光储能 三期累计规模超1GWh 三期项目均落地于内蒙古通辽霍林郭勒市工业园区， 全部采用智光储能自主研发的构网 型级联高压储能系统 。恰逢国家能源局《促进新能源集成融合发展的指导意见》出台之 际，构网型储能被明确列为新能源并网的"硬指标"。依托内蒙古科尔沁草原丰富的风、光 资源，双方共建起 "风光储荷" 协同的绿色能源生态。 一期项目(创源金属)：完成全球首例构网型级联高压储能联合燃煤机组黑启动试验，成功 入选内蒙古当地优秀储能示范项目。 二期项目(创源科右新能源)：配备7 2台电池集装箱及4台并网舱，具备调频、调峰及黑启 动等全场景电力服务能力。 三期项目(创源科右新能源)：进一步强化"源网荷储"闭环，持续强化区域电网支撑能力。 三期储能建设规模超1GWh，标志着该项目已成为国内用户侧配置构网型储能系统中规模 领先的示范案例，为高耗能企业实现规模化绿电消纳提供了重要基础设施支撑。 2 .构网技术破局绿电直供 硬核实力护航工业用能 在"双碳"目标引 领下，高耗能企业能源转型正迎来重要的突破期。 近日， 内蒙古创源金 ...

文 | 央广网 近日， 霍尔果斯经济开发区兵团分区300兆瓦/ 6 0 0兆瓦时浸没式储能电站正式并网运营， 这是兵团首个大型电化学储能电站。 据了解，该电站是四师可克达拉市重点共享储能项目，总投资6 . 2 8亿元，配套新建220千 伏升压站及专用线路，可提供电网调峰、调频、备用容量"三位一体"服务，充分消纳周边 光伏等新能源，预计年上网电量1.2亿千瓦时。 "十四五"以来，四师可克达拉市积极落实"双碳"目标，加快推动发展方式向绿色低碳转 型，大力培育清洁能源与新型储能产业，为构建现代化能源体系、推进绿色低碳发展奠定 坚实基础。 截至目前，该师市电网总装机容量147.5万千瓦，其中新能源装机容量90万千 瓦。 第十四届储能国际峰会暨展览会 ESIE 2026 时间： 202 6年4月1 - 3日 地点： 北京·首都国际会展中心 相关阅读 国家发改委：储能设施项目可申报基础设施REITs！ 2GWh！国内单体容量最大独立新型储能电站建成投运 远景储能冠名B4未来生态馆！解锁储能多场景应用商机 联盟官微 关注政策、项目、企业、市场活动 联盟官方小秘书 入会、入群、产业交流、活动对接 ...

风能与太阳能，是现代社会发展重要的绿色能源。 而风、光发电存在"看天吃饭"的天然波动性，如何运用现代科技"削峰填谷"，在资源富余时 段"存"、在资源缺乏且用电高峰时段"放"？新能源浪潮下，新型储能技术正在成为保障能源安 全、实现"双碳"目标的关键所在。 乘风而行，潮头搏浪。 从开拓大型储能系统业务的空白到参与建设国内首个GWh（吉瓦时）级 储能项目，从不到10人的小团队到国家专精特新"小巨人"企业，北京海博思创科技股份有限公司 看准中国储能产业的发展机遇，汇聚一批技术人才，在数轮行业周期之间坚守蓄积，走出一条技 术报国的创业之路。 这是北京海博思创科技股份有限公司新疆哈密三塘湖风电储能电站项目（资料照片）。新华社发 十余年间，他们为中国乃至全球的能源绿色低碳转型，打造着一个又一个安全高效的"超大充电 宝"。如今，海博思创在国内参与的储能系统设计与项目建设达400多个，累计投运超45GWh。 AI赋能，给"超大充电宝"装上"智慧大脑" 深秋的戈壁滩上，寒风裹着细沙呼啸而过。新疆哈密三塘湖风电储能电站内，一个个储能集装箱 整齐排列。箱内，120万颗电芯源源不断地存储风电，等待合适时机把绿电输送出去。 新疆哈密三塘 ...

Core Viewpoint - The article highlights the recent bidding and winning data in the energy storage sector, indicating a significant scale of projects and investments in advanced energy storage technologies, particularly compressed air energy storage systems [1][2]. Bidding Section - A total of 15 bidding projects were reported from November 24 to November 30, with an EPC, PC, and energy storage system bidding scale of 10.5 GWh [1]. - The largest project is the Pingdingshan Yexian 200MW/1600MWh advanced compressed air energy storage station, with a total investment of approximately 192 million yuan [2]. - The project includes various components such as a compressed air underground salt cavern storage system and a 220KV transformer station, emphasizing its zero-emission and pollution-free nature [2]. Winning Section - The lowest bid for energy storage systems was 0.520 yuan/Wh, won by Zhuhai Kechuang Energy Storage for a 100MW fish-solar complementary photovoltaic project, with a total bid price of 13 million yuan for a scale of 25 MWh [3]. Project Statistics - Various projects were listed, including: - Pingdingshan 200MW/1600MWh compressed air energy storage project [4]. - Jinzhong 800MW/1600MWh energy storage project [4]. - Henan 300MW/1500MWh compressed air energy storage project [4]. - Ningxia 150MW/1200MWh solid heat-sharing energy storage project [4]. - The projects span multiple provinces, showcasing a diverse range of energy storage solutions across the country [4]. Winning Project Statistics - Notable winning projects include: - A 200MW/400MWh independent energy storage project in Dingzhou with a winning bid of approximately 30.2 million yuan [6]. - A 200MW/200MWh independent energy storage project in Shanwei with a winning bid of approximately 27.9 million yuan [6]. - The winning prices and project capacities reflect the competitive landscape in the energy storage sector [6].

Core Viewpoint - The market has experienced a rebound after a significant decline, but the adjustment in technology growth stocks regarding cost-effectiveness issues is still ongoing, with the adjustment magnitude having surpassed half but the time insufficient for a complete recovery [2][3]. Group 1: Market Analysis - The current market is within the "two-phase bull market" framework, with the first phase at a high level. The AI industry chain is experiencing a trend that has not yet concluded, leading to a situation where the cost-effectiveness of mid and small-cap stocks is temporarily insufficient [2][3]. - Historical experience suggests that when technology adjustments approach the bull-bear boundary, it may indicate a mid-term bottom area. However, the challenge lies in waiting for industrial catalysts and performance validation to digest valuations [2][3]. - The adjustment in technology growth stocks has reached over half of its potential, but the time required for a complete adjustment remains a challenge. A significant recovery in long-term cost-effectiveness may signal the resumption of an upward trend [2][3]. Group 2: Spring Market Outlook - The spring market is positioned as a potential rebound phase within the high-level adjustment of the bull market 1.0. The overall market adjustment pressure is limited, leaning towards this scenario [4]. - There are two potential scenarios for the spring market: it may either be a rebound within the high-level adjustment phase or a transition from the adjustment phase to a bottoming phase [4]. - The spring market is expected to see effective rebounds in offensive assets (technology and cyclical sectors), but upward breakthroughs may be challenging due to high supply growth and limited improvement in supply-demand dynamics [3][4]. Group 3: Investment Opportunities - The "policy bottom" may be validated earlier, and cyclical price increases could serve as the foundation for the spring market, with a focus on basic chemicals and industrial technology sectors [4]. - Technology stocks are likely to experience a general rebound as their adjustment magnitude reaches a critical point. Key areas to watch include innovative pharmaceuticals and national defense industries, as well as AI computing power, storage, energy storage, and robotics [4][6]. - The Hong Kong stock market continues to exhibit high beta characteristics, with the Hang Seng Technology index showing more substantial adjustments and potential for a more elastic rebound [4].

以下文章来源于申万宏源策略 ，作者申万宏源策略 一、本周市场超跌反弹，但科技成长消化性价比问题的调整，幅度已过半、时间仍不足。 调整幅度时间的历史经验：科技调整到牛熊分界线附近，就是中期底部区域，但 可能出现"幅度到位，时间不足"。时间上，关键是等待产业催化和业绩验证消化估值，长期性价比修复到历史中位，可能就是上行趋势重启的节点。 二、春季行情的级别和定位：进攻资产(科技和顺周期)有效反弹容易出现，但向上突破逻辑难兑现，春季行情上限不高。 春季行情在"牛市两段论"中的定位：春季行情可 能是高位震荡行情中的一波反弹(总体市场更偏向此情形)；或者是调整幅度到位，向震荡阶段过渡的一波反弹(科技更偏向此情形)。 三、短期小幅反弹，春季行情有效反弹。 "政策底"可能提前验证 + 周期涨价 + 26年中PPI同比改善预期，顺周期可能是春季行情的基础资产，看好基础化工和工业技术等 周期Alpha。科技总体调整幅度到位，可能出现普遍反弹。重点关注，性价比矛盾本就较小 + 春季有望兑现产业催化的创新药和国防军工。AI算力、存储、储能、机器人 等也会有反弹机会。港股延续高beta特征，恒生科技调整更充分，反弹波段也会更有弹性。 ...

Core Viewpoint - The company, Canadian Solar Inc. (CSI), is restructuring its operations in the U.S. market by forming joint ventures with its controlling shareholder, Canadian Solar Inc. (CSIQ), to optimize its business in response to regulatory changes and market conditions [1][2][3] Group 1: Joint Ventures and Business Focus - CSI will establish two joint ventures, referred to as "Company M" and "Company N," with CSI holding 24.9% and CSIQ holding 75.1% of the shares in each [1] - Company M will focus on domestic photovoltaic operations in the U.S., including the operation of solar cell and module factories, while Company N will engage in energy storage, covering the manufacturing of lithium iron phosphate energy cells, battery packs, and DC storage systems [1][2] Group 2: Asset Restructuring - CSI plans to restructure three manufacturing plants located outside the U.S. that primarily supply the U.S. market through a share transfer, with CSIQ acquiring 75.1% of these plants [2] - The planned capacities for the plants are 3 GWh for SSTH, 2.9 GW for GNCM, and 8 GW for THX1, with net assets valued at 378 million, 37 million, and 55 million respectively [2] Group 3: Regulatory Compliance and Market Strategy - The restructuring is primarily aimed at complying with the U.S. OBBB Act, which imposes restrictions on foreign entities' ownership in U.S. operations [2][3] - Following the transaction, CSI will benefit from 25% of the joint ventures' operational profits, rental income from U.S. capacity, and a one-time payment from the share transfer, which is valued at 352 million [3] Group 4: Market Context and Performance - The U.S. is the second-largest photovoltaic market globally, with a mature electricity market and a rapidly growing energy storage sector, making it a strategic focus for CSI [3] - Despite challenges in the photovoltaic industry, CSI has shown strong performance, achieving a net profit of 990 million in the first three quarters of 2025, with a significant increase in energy storage shipments [4]