文 | 中关村储能产业技术联盟 源网荷储智多场景用户侧储能应用沙龙 暨负荷中心低碳保供与灵活性资源潜力研究成果 发布 将于2 0 2 5年7月2 4日在江苏苏州举办。 本次沙龙聚焦负荷中心场景，深度解析包括新型储能、需求侧资源和省间电力互济等在内 的各类低碳灵活性资源的发展潜力，深入挖掘用户侧储能的多维度应用场景，驱动"源网 荷储"动态优化，创造多重市场机遇。 一、活动主题 激活负荷中心低碳灵活性资源，探索用户侧储能发展新机遇，赋能"源网荷储"智能化深度 协同。 二、活动目标 市场解析： 深入剖析当前国家及地方层面新型储能相关政策导向与市场规则。 洞察趋势： 分析国内外工商业储能、源网侧储能、虚拟电厂等市场发展现状、未来前景 及区域差异化特点。 探讨技术： 交流"源网荷储"智能化协同下的新型技术解决方案与创新应用实践。 探索模式： 研讨多元化应用场景下的商业模式创新与项目落地难点。 在实现碳达峰碳中和及构建新型电力系统的目标下，东部和南部负荷中心作为我国经 济最发达、能源需求最集中的区域，其电力系统的低碳转型尤为关键。新型储能作为 可提供不同时间尺度和不同类型灵活性的资源，在电源侧、电网侧、用户侧已实现规 模 ...

Core Insights - Nexceris has sold its Li-ion Tamer® off-gas monitoring solution to Honeywell, enhancing Honeywell's fire life safety portfolio and allowing Nexceris to focus on breakthrough technologies in energy markets [1][2] Company Overview - Nexceris is an established energy innovation company with over 30 years of experience in advanced materials and technology development, holding 16 U.S. patents and 28 international filings [6][7] - The company specializes in materials sciences and advanced ceramics across various technologies including battery, catalyst, electrolyzer, fuel cell, and sensing technologies [7] Strategic Transaction - The sale of Li-ion Tamer® enables Nexceris to concentrate on related technologies and commercialize packaged products through licensing or acquisition by industrial partners [2][4] - Nexceris has partnered with Honeywell for over five years, resulting in more than 400 million hours of sensing in energy storage applications [3] Future Directions - Nexceris plans to deploy products in catalyst, electric vehicles (EV), and electrochemical applications through its commercial brands, fuelcellmaterials and HeatPath Solutions [4] - The company's collaborative model combines client technology with scientific and engineering expertise to accelerate commercialization and deliver measurable results [4]

Vancouver, British Columbia--(Newsfile Corp. - July 15, 2025) - Energy Plug Technologies Corp. (CSE: PLUG) (OTCQB: PLGGF) (FSE: 6GQ) ("Energy Plug", "PLUG", or the "Company"), in partnership with Indigenous-owned Malahat Battery Technologies, continues its focus on delivering Canadian-designed, secure energy systems. With 2025 marking a pivotal year, the Company is targeting domestic and export markets with systems primarily built from Canadian components. Management Commentary: "In Q1 2025, we made signifi ...

Core Viewpoint - Chinese companies are accelerating their layout in the European commercial and industrial energy storage market, with recent projects launched by Yongtai Energy and Zero Exploration in Switzerland and Sweden respectively [1]. Group 1: Yongtai Energy in Switzerland - Yongtai Energy has officially entered the Western European energy storage market by delivering intelligent solar-storage integrated projects to Swiss suppliers [2]. - The initial deployment includes over 20 units of 50kW/103kWh solar-storage integrated machines and 100kW/215kWh air-cooled commercial energy storage systems across dozens of farms and factories in Switzerland [3]. - The system enhances photovoltaic utilization and revenue by achieving a 25% increase in power generation even in low-light winter conditions through energy time-shifting strategies [3]. - The system features millisecond-level seamless switching capabilities and can serve as a backup power source, ensuring 72 hours of continuous power supply during extreme weather, addressing high electricity costs and intermittent solar power issues faced by Swiss farms and factories [4]. - Yongtai Energy employs a "technology output + localized operation" dual-engine strategy, establishing stable partnerships with numerous international companies across Europe, Southeast Asia, and Africa [5]. Group 2: Zero Exploration in Sweden - Zero Exploration has made significant progress in the Nordic market by deploying three energy storage systems in Sweden, totaling 1.8MW/1.982MWh, which are fully integrated into the Swedish electricity trading market [7]. - The systems, located in industrial parks, logistics centers, and commercial complexes, possess sub-second response capabilities and can quickly complete frequency regulation, meeting high technical standards for fast frequency response (FFR) and disturbance frequency suppression reserve (FCR-D) [9]. - The modular design and standardized deployment strategy of the systems allow them to perform multiple roles, including peak shaving, backup power, and photovoltaic consumption [9]. - According to BloombergNEF, the Nordic energy storage market is expected to deploy over 4GW/10GWh of energy storage systems by 2030, with Sweden projected to be one of the fastest-growing markets due to various factors [10]. - The current Swedish grid faces challenges such as substation capacity saturation and transmission line load limitations, making energy storage systems a cost-effective and timely solution compared to traditional infrastructure upgrades [10].

Core Insights - VERBUND has partnered with Fluence Energy GmbH to develop large-scale battery storage systems with a total output exceeding 92 MW and a storage capacity of 186 MWh [1][4] - The projects aim to enhance grid security and facilitate the integration of renewable energy sources, addressing fluctuations caused by increased wind and solar energy [3][6] Project Details - The first project in Weißenthurm-Kettig will have a capacity of 50 MW and a storage capacity of 100 MWh, while a second project in Elsterberg-Coschütz will feature a capacity of 42.9 MW and 86.5 MWh [2] - Both projects utilize a modular system approach to improve performance and scalability [2] Market Position - VERBUND currently operates 110 MW and 130 MWh of battery storage across multiple locations, positioning itself as a significant player in the German battery storage market [4] - The collaboration with Fluence is a step towards VERBUND's goal of achieving approximately 1 GW of storage capacity by 2030 [4] Technological Expertise - Fluence was chosen for its extensive experience in large-scale battery storage and its understanding of Germany's regulatory landscape, including noise protection and cybersecurity [5][7] - Fluence's advanced noise protection features and robust cybersecurity measures were key factors in the selection process [5] Strategic Importance - The German government emphasizes the critical role of energy storage in ensuring a secure and affordable energy system, highlighting the need for projects that comply with regulatory requirements [7] - VERBUND focuses on the operation and marketing of battery storage, utilizing innovative trading algorithms to optimize storage resource utilization [8][10] Future Outlook - The partnership aims to strengthen Germany's energy infrastructure and support the transition to a more sustainable energy system [6][9] - Fluence has over 750 MW of projects either under construction or completed in Germany, indicating its significant role in the energy storage sector [6]

Investment Rating - The report indicates a shift in investment ratings for the EV and solar industries, with a more favorable outlook for energy storage systems (ESS) and critical minerals compared to solar and wind [16]. Core Insights - The "One Big Beautiful Bill" accelerates the phaseout of EV subsidies, expiring on September 30, 2025, compared to December 31, 2032, under the original IRA [16]. - The report highlights stricter restrictions on foreign entities, particularly from China, affecting the eligibility for investment tax credits (ITC) and advanced manufacturing production credits (AMPC) [16][17]. - There is a notable increase in domestic content requirements to qualify for additional credits, which may impact the cost structure for manufacturers [16][17]. Summary by Sections Part 1: EV Consumer Tax Credits - The final assembly of EVs must occur in North America to qualify for tax credits, with a maximum credit of $7,500 [6]. - Key requirements include MSRP limits of $80,000 for SUVs and $50,000 for other vehicles, with critical minerals and battery component restrictions starting in 2024 and 2025 respectively [6][7]. Part 2: Residential Clean Energy Credit - The residential clean energy credit remains at 30% for expenditures through December 2032, decreasing to 26% in 2033 and 22% in 2034 [10]. - No credits will be available for expenditures made after December 31, 2034 [10]. Part 3: ITC - The business tax credit for investment in zero-emission power and energy storage property is set at 30% of capital expenditures, with additional bonuses for domestic content [12]. - The credit rate will phase out based on the date of construction start, with specific thresholds for solar and energy storage systems [12]. Part 4: Advanced Manufacturing Production Credit - The AMPC will phase out for eligible components produced and sold, with a stricter non-PFE threshold compared to the Senate draft [13]. - The report emphasizes that projects with "effective control" by prohibited foreign entities will not receive credits, impacting U.S. battery production using Chinese components [16][17]. Key Changes vs. IRA - The report outlines significant changes from the original IRA, including the introduction of PFE restrictions and a more stringent domestic content requirement for tax credits [16]. - The overall stance on China has become tougher, with implications for U.S. manufacturers relying on foreign supply chains [16].

文 | 中关村储能产业技术联盟 | 工程建设项目名称 | 铜仁新型功能材料产业聚集区增量配网玉屏田冲新型储能电站项目 | | | | | --- | --- | --- | --- | --- | | 固定资产投资项目代 | 2504-520600-04-01-442153 | | 项目批准 | 铜发改能源〔2025〕57号 | | 码 | | | 文件及文 름 | | | 招标人名称 | 铜仁市锦江售电有限责任公司 | | 统一社会 | 91520600MA6DL1PL88 | | | | | 信用代码 | | | 招标人委托的代理机 | 贵州大鹏建设项目管理有限公司 | | 统一社会 | 91520603MAC36DTR56 | | 构名称 | | | 信用代码 | | | 招标人联系人 | 刘仕勇 | | 联系电话 | 18185618834 | | 投资估算(万元) | 41580 | | 资金来源 | 银行贷款及企业自筹 | | 项目建设内容 | 新建电化学独立储能电站1座,建设规模200MW/400MWh,占地面积约46.9 亩,站内拟采用集装 箱式磷酸铁锂电池与变流升压一体舱。配套新建一座110 ...

北部滩300MW/1200MWh独立 储能 电站EPC总承包工程 招标人 ：高台华景丝路新能源有限公司 项目所在地区 ：甘肃省张掖市高台县 文 | 中关村储能产业技术联盟 项目概况 ：北部滩300MW/1200MWh独立 储能 电站建设容量为1200MWh，建设功率为300MW， 储能 电站分为 储能 场地区域和330kV升压站区 域。 储能 场地区域采用户外一体舱布置，电池舱与PCS舱分舱布置，电池选用磷酸铁锂电池，PCS舱采用变流升压一体结构。 储能 电池舱经PCS交直流 转换逆变升压后接入升压变电站35kV母线，35kV母线汇流后升压至330kV ，330千伏升压站部分采用2台180MVA主变，以1回约0.35km的330kV线路 就近接入330千伏建泽变电站330KV母线实现并网。 计划开工日期 ：2025年8月（具体开工日期以实际日期为准）,工期270日历天。 招标范围：本工程发包采用EPC总承包的方式。本工程为交钥匙工程，投标人负责项目初步设计至工程竣工验收、并网投产为止与本项目相关的一切工作 及费用。 洛阳平洛新能源有限公司孟津区独立 储能 项目EPC总承包 招标人 ：洛阳平洛新能源有限公司 项 ...

9 July 2025 | 6:20PM HKT Hyperstrong (688411.SS): BESS emerging as solution to China summer heatwave; Maintain Buy on solid demand BESS starts to emerge as grid solution to summer heatwaves, one step further to commercialization. China is entering the peak of summer with "Sanfu Season" heatwave arriving unusually early this year, taxing the stability of the electricity grid. According to NEA, the peak load reached a record high of 1,465GW on Jul 4 2025, up 11% yoy or 150GW, driven by the demand from eastern ...

Core Insights - ABOUND Energy, Inc. has entered into a success-based representation agreement with Coenda Investments Holdings Corp. to enhance shareholder value and accelerate the development of its Zaeras™ flow battery platform in Europe and North America [1][2] - The partnership aims to leverage Coenda's expertise in capital formation and strategic investments to identify and engage potential investors and partners [2][3] - The Zaeras™ technology is positioned to play a critical role in the integration of renewable energy, addressing the growing demand for long-duration energy storage solutions [4][10] Company Overview - ABOUND specializes in long-duration energy storage technology, particularly its patented Zaeras™ system, which utilizes zinc-air chemistry for efficient energy storage and delivery [9][10] - The Zaeras™ technology is designed to facilitate the integration of green energy into the grid, minimizing curtailment and enhancing energy resiliency [10][11] - The technology is characterized by its safety, scalability, and cost-effectiveness, providing a viable alternative to traditional energy storage systems [11] Partnership Details - Coenda Investments will focus on strategic equity investments, joint development agreements, and government funding alignment to support ABOUND's growth [6][7] - The collaboration marks ABOUND's first formal step towards a global energy strategy, particularly targeting the European market [2][3] - Coenda has already identified several potential strategic partners, indicating a strong start to the engagement [2][3] Market Context - The global energy landscape is rapidly evolving, with long-duration storage technologies like Zaeras™ becoming essential for reliable integration of renewable power [4] - There is a clear market opportunity for scalable long-duration energy storage solutions, which ABOUND aims to capitalize on through its innovative technology [3][4]