Core Viewpoint - The company is currently operating at full capacity for its main energy storage products, with a significant increase in overseas sales compared to the same period last year [1] Group 1: Production and Sales - The company's energy storage cell production capacity utilization is at a high level, with products being sold out [1] - There has been a price increase for related products compared to the first half of the year [1] Group 2: Market Expansion - The company's products are being sold across various regions including Asia, Europe, America, Oceania, and Africa [1] - The overseas market sales have significantly increased compared to the same period last year [1]

文 | 中关村储能产业技术联盟 一、 活动背景： 破局与共生：新形势下新能源与储能协同创新发展 六、 组织架构 随着"136号文"的正式发布，强制配储取消，新能源全电量进入电力市场交易。新型储能的发展 也随之进入了崭新的阶段，电力市场建设为新型储能开辟了更多通过市场机制获得收益的途径， 与此同时储能需要真正凭借其技术和经济价值在电力市场中"自力更生"，可谓挑战与机遇并存。 本次沙龙活动聚焦"136号文"后的政策落地和市场变化，旨在促成电网企业、能源发电集团与储 能企业之间的深度思维碰撞、痛点解析与合作模式创新，推动储能产业从"强制配储"向"市场驱 动"成功转型。 二、 活动时间： 2025年11月28日下午 三、 活动地点： 北京·未来科学城 四、 活动规模： 80人 五、 活动主题 主办单位： 中关村储能产业技术联盟 未来科学城管委会 七、 活动特色 1、 解析痛点：分析新能源配储及运营中面临的困难和问题，交流储能企业在技术、应用上的创 新情况。 2、 探索模式：探讨并构思可落地、可持续、可盈利的多元化商业模式。 3、 促进合作：为供需双方提供精准的交流机会，潜在促成央地合作、技术共创。 八、活动议程 | ...

本届大会继续保持"高规格、高水平、高标准"历届特点，以全球化视野、专业化水准、产业化担当，交出了一份亮眼的"成绩单"，多项数据创历史之最：国 家、省、市各级重要领导、全球领袖企业家、权威专家学者等嘉宾规格再创新高；外籍嘉宾的参会人数、联袂组织的权威机构数量，均创历史之最；4天时 间举办主会议、各类平行会议、晚会等共计45场，参会、参展企业5000余家，各类项目签约总额超330亿元；隆重发布《"破除'内卷式'竞争 筑牢全球能源安 全基石"成都宣言》、"太阳神"全球光储·中国名片系列大奖隆重颁发、"2025中国光储节"盛大启幕、全球光储行业新媒体联盟隆重成立；全球200余家媒体聚 焦大会，全网传播量突破2亿人次。 自2018年起，中国国际光伏与储能产业大会已连续成功举办八届，行业引领力、全球影响力、项目带动力、综合辐射力持续增强，已成为继上海SNEC光伏 大会和德国慕尼黑国际太阳能光伏展之后，全国乃至全球排名前三的光储行业国际盛会之一。 大会启动仪式现场 11月17日至20日，2025第八届中国国际光伏与储能产业大会在成都世纪城新国际会展中心隆重举行。作为全球前三的光储行业国际盛会，本届大会以"光储 同辉 融合赋 ...

Core Viewpoint - The market is focused on the expected development trends for 2026, with a consensus emerging that A-shares present structural opportunities and that the macroeconomic environment will continue to show signs of recovery [1][2]. Group 1: Economic Outlook - Major securities firms predict China's economic growth for 2026 will be in the range of 4.9% to 5.0%, with a "front low, back high" growth pattern expected [3]. - The overall judgment from economists is that the macroeconomic environment will be "stable and improving, with structural optimization" [2][3]. - Export resilience and ongoing industrial upgrades are viewed as key supports for the macroeconomy, with expectations of strong export performance in 2026 [2]. Group 2: Policy and Structural Changes - The core direction for policy in 2026 will focus on structural optimization and a balanced approach to supply and demand [3]. - There is an expectation of moderate expansion in fiscal policy, which will support the conclusion of the deleveraging cycle [2][3]. - The need to address weak domestic demand remains a critical issue for 2026, with price stability being essential for growth [4]. Group 3: Investment Themes - The investment focus for A-shares in 2026 is expected to shift from being driven by sentiment, funds, and valuation to being driven by performance verification [5]. - Key areas of interest include technology growth, external demand breakthroughs, and cyclical recovery [5][6]. - The AI revolution is entering a critical application phase, which is anticipated to support the performance of Chinese assets [6]. Group 4: Sectoral Insights - Three main structural themes for 2026 include recovery trades in cyclical sectors, technology industry trends particularly in AI, and the enhancement of manufacturing influence [6][7]. - The potential for Chinese companies to improve their position in the global value chain is highlighted, with a focus on upgrading traditional manufacturing and expanding global presence [7].

Group 1: Economic Growth and Industrial Development - During the "14th Five-Year Plan" period, Fengxian District's fiscal revenue grew at an average annual rate of 6.3%, surpassing the city's average level [1] - The industrial output value of designated large-scale enterprises is expected to exceed 288.5 billion yuan, achieving the target three years ahead of schedule [1] - The revenue from the service industry reached 48.49 billion yuan, with the tertiary sector's proportion increasing from 36.1% to 45.2% [1] Group 2: Industry Clusters and Innovation - Fengxian has established four major characteristic industrial clusters: beautiful health, green new energy, general new materials, and intelligent new equipment, focusing on deep integration of industrial chains, innovation chains, and talent chains [1] - The beautiful health industry, represented by "Oriental Beauty Valley," has gathered over one-third of Shanghai's cosmetics production enterprises, with brand value exceeding 33.8 billion yuan [1] - The green new energy sector has attracted over 20% of the world's top 50 automotive parts suppliers, covering key areas such as body, chassis, and power batteries [1] Group 3: Policy Support and Talent Development - The continuous optimization of the innovation ecosystem has injected ongoing momentum into industrial development, with the introduction of policies like the "16 Measures for South Shanghai Science and Technology Innovation" [2] - A total of 56 national-level specialized and innovative "little giant" enterprises and 1,860 national high-tech enterprises have been cultivated during this period [2] - The establishment of the "Overseas Returnees Town," the only one in the city, aims to leverage high-end talent and projects to extend the beautiful health industry [2] Group 4: Rural Development and Urban-Rural Integration - Fengxian has established the first district-level rural collective economic development platform in the country, promoting resource integration and collective development [3] - Through rural "three land and three transformations" reforms, 8 plots of collective operating construction land have been traded, resulting in 15 villages with disposable income exceeding 10 million yuan and 36 villages with assets over 100 million yuan [3] - The district aims to deepen urban-rural coordinated development, promoting comprehensive revitalization of rural industries, talent, culture, ecology, and organization [3]

Core Viewpoint - The photovoltaic industry is increasingly entering the energy storage sector, with companies like Trina Solar and LONGi Green Energy making significant moves to capture market opportunities in energy storage as the demand for system flexibility grows due to rising renewable energy installations [2][4][9]. Group 1: Company Developments - Trina Solar has recently announced securing a large overseas energy storage contract, highlighting its early entry into the energy storage market [2]. - LONGi Green Energy is acquiring approximately 61.9998% of Suzhou Jingkong Energy Technology Co., Ltd., marking its official entry into the energy storage sector [2][4]. - Other major photovoltaic companies, including Sungrow Power Supply, Canadian Solar, and JA Solar, have also established their presence in the energy storage market [4][6]. Group 2: Market Dynamics - The energy storage market is expected to grow significantly as the cost of storage decreases and the demand for system flexibility increases [2][9]. - From 2022 to the present, 22 listed companies have diversified into energy storage, indicating a trend of cross-industry investment [4]. - The global energy storage market is experiencing explosive growth, with China's new energy storage installed capacity exceeding 100 million kilowatts, accounting for over 40% of the global total [9][10]. Group 3: Financial Performance - Trina Solar's energy storage shipments are projected to reach 4.3 GWh in 2024, with a cumulative total exceeding 10 GWh [6]. - LONGi Green Energy's acquisition of Jingkong Energy is seen as a strategic move to enhance its energy storage capabilities and achieve integrated solar-storage-hydrogen solutions [4][5]. - Sungrow Power Supply reported a 127.78% year-on-year increase in energy storage system revenue, contributing significantly to its overall performance [7]. Group 4: Industry Trends - The energy storage sector is becoming a critical component of the renewable energy landscape, driven by both internal competition in the photovoltaic sector and external market opportunities [9]. - The demand for lithium-ion batteries for energy storage is expected to remain high, with projections indicating a total shipment of 580 GWh in 2025, reflecting a growth rate exceeding 75% [10]. - The rising prices of lithium battery materials, such as lithium hexafluorophosphate and lithium carbonate, are indicative of the booming energy storage market [11].

Core Insights - The recent commissioning of the 60 MW wind power project in Qiongjie, Tibet, marks the highest operational wind farm in terms of altitude, featuring 11 units of 5 MW and 1 unit of 6.25 MW, with an expected annual output of 150 million kWh, sufficient to power over 100,000 households and reduce CO2 emissions by tens of thousands of tons [1][3] Group 1: Project Overview - The Qiongjie project is designed to address seasonal energy shortages in Tibet, particularly during winter when hydropower is less available and solar energy is not generated at night [3] - The project utilizes domestically produced large-capacity wind turbines suitable for high-altitude, low-oxygen environments, showcasing China's advancements in renewable energy technology [3][5] Group 2: Energy Landscape - China's energy landscape has shifted from reliance on imported fossil fuels to a focus on renewable energy sources, with significant domestic production of solar panels and wind turbines [5][9] - By 2025, China's installed capacity is projected to reach 3.72 billion kW, with non-fossil energy sources accounting for nearly 60% of the total, indicating a robust transition towards cleaner energy [9][11] Group 3: Infrastructure and Technology - The country has developed a comprehensive energy infrastructure, including equipment manufacturing, grid management, long-distance power transmission, and energy storage, positioning itself as a leader in global energy supply [7][10] - The implementation of ultra-high voltage (UHV) technology allows for efficient long-distance electricity transmission with minimal losses, enhancing the reliability of energy supply across regions [10][11] Group 4: Future Outlook - Future plans include expanding renewable energy bases and increasing energy storage capacity, with expectations that non-fossil energy installations will exceed 70% by the end of the 14th Five-Year Plan [11][13] - The growth of data centers and electric vehicle charging infrastructure is anticipated to drive further demand for clean energy, bolstering China's international competitiveness [14]

Core Insights - The frequent power outages in Seattle highlight a significant issue in the U.S. energy infrastructure, raising concerns about the reliability of electricity supply in a technologically advanced nation [2][4] - Microsoft CEO Satya Nadella acknowledged that the company has a surplus of GPUs that remain unused due to power shortages, illustrating the impact of energy constraints on tech companies [2][4] - The rise of AI is identified as a major factor contributing to the increased demand for electricity, with AI models consuming vast amounts of energy, leading to a strain on the existing power grid [2][4] Energy Infrastructure Challenges - The U.S. power grid is aging, with a rating of C+ from the American Society of Civil Engineers (ASCE), and 70% of transformers exceeding their 25-year design life [4] - The North American Electric Reliability Corporation (NERC) reports that the reserve margin for the U.S. power grid is only 20%, indicating insufficient capacity to handle surges in demand [4] - AI data centers exhibit "pulse-like" energy consumption patterns, causing significant voltage fluctuations that the current grid design cannot accommodate, increasing the risk of blackouts [4][8] Projected Energy Demand - The U.S. Energy Information Administration (EIA) projects that the average outage duration for U.S. users will reach 662.6 minutes in 2024, an increase of 80.74% year-over-year [4] - In Virginia and Texas, average outage durations are expected to be 962.1 minutes and 1614.3 minutes, respectively, with year-over-year increases of 228.59% and 176.85% [4] Investment Opportunities - The EIA forecasts that global data center electricity demand will reach 945 terawatt-hours by 2030, accounting for nearly 3% of global electricity consumption, more than doubling from 2024 [5] - Major tech companies are increasing capital expenditures significantly, with UBS predicting global AI-related capital spending to rise to $4.23 trillion this year and potentially reach $13 trillion by 2030, with a compound annual growth rate (CAGR) of 25% [9][10] Strategic Solutions - Four potential pathways to address the energy crisis include: 1. Gas turbines for rapid local power generation [11] 2. Energy storage systems to stabilize supply [13][15] 3. Nuclear power for large-scale, low-carbon energy [17][21] 4. Global migration of computing power to regions with abundant energy resources, such as the Middle East [22][24] Market Dynamics - The demand for gas turbines is increasing globally, with companies like General Electric and Siemens Energy reporting significant orders related to data center projects [11][12] - The U.S. faces a supply-demand gap in energy storage, with local production meeting only about 25% of market needs, prompting a wave of investment and innovation in energy infrastructure [15][16] - UBS emphasizes that the future of AI development is heavily reliant on energy infrastructure, suggesting that substantial investments in energy systems are essential for the successful deployment of AI technologies [9][26]

Group 1 - The core project involves a 1 million kW / 6 million kWh energy storage project in Inner Mongolia, with a total budget of 420 million yuan, equivalent to 0.7 yuan/Wh [2][20]. - The project is set to commence on December 31, 2025, and aims for completion by October 31, 2026, with a construction period of 304 days [2][20]. - The bidding process is open to joint ventures, and the project requires specific qualifications for bidders, including various construction and design certifications [8][10][24]. Group 2 - The bidding documents can be obtained from November 22 to November 28, 2025, with a submission deadline for bids set for December 15, 2025 [3][4][13]. - The opening of bids will also take place on December 15, 2025, at the designated location [5][13]. - The project is supervised by the bidding entity, Chahar Right Banner Juhui New Energy Co., Ltd. [15].

Core Insights - The "14th Five-Year Plan" period has seen significant advancements in China's energy storage industry, with a cumulative installed capacity of 107.15 GW/263.3 GWh by September 2025, and a year-on-year growth of 36% in power and 50.95% in capacity for new installations [3][4] - The "15th Five-Year Plan" is identified as a critical period for the high-quality development of new energy storage, with expectations for the cumulative installed capacity to exceed 200 GW by 2027 and 300 GW by 2030 [4][5] - The global energy storage market is projected to grow significantly, with an expected addition of 74.2 GW/175 GWh in 2024, representing a year-on-year increase of 52.67% in power and 69.08% in capacity [5][6] Industry Trends - The energy storage sector is transitioning from the initial commercialization phase to a new stage of scaled development, presenting important growth opportunities [4] - The market share of lithium-ion batteries, particularly lithium iron phosphate batteries, is expected to remain above 90% in the new energy storage field over the next five years [4] - Hybrid and composite energy storage technologies are anticipated to become core directions for innovation, integrating multiple technology routes [4] Market Dynamics - China, the largest market for energy storage, accounted for over 60% of new installations globally, with the U.S. and Europe also leading in growth [5][6] - The export of Chinese energy storage equipment is recovering after previous restrictions, although challenges remain due to local manufacturing trends and regulatory barriers in overseas markets [7][8] Policy and Economic Considerations - The industry calls for equal treatment in capacity pricing for new energy storage compared to traditional resources, emphasizing the need for fair compensation for the services provided by energy storage systems [8]