插播 ：TOP10花落谁家？2024-2025用户侧储能项目TOP10榜单征集进行时，点击 上方二维码 进行申报 据行家说 储能不完全统计，2024年至今，已并网的用户侧储能项目近800个，超8.5GWh，总计规模达百MWh以上 的超35个。另外，用户侧储能 项目应用场景也愈发多元化，涵盖光储充、微电网、零碳园区...... 在用户侧储能由政策驱动向市场化价值驱动的关键转折点，为树立行业标杆、让优质项目脱颖而出， 行家说储能特联合权威机构进行"2024-2025 用户侧储能项目TOP10榜单"征集工作。 目前榜单各大奖项正持续申报中，截至目前已有阳光电源、融和元储、精控能源、弘正储能、鹏辉智慧能源、领储宇能、清安储能、睿电绿能、联 盛新能源集团、新巨能等多家企业带着各自的项目提交申报资料，行家说储能特甄选其中的部分项目进行报道。 用户侧储能TOP10申报项目，快来盘 （以下仅为部分项目，排序不分先后） ↓↓↓ ■ 阳光电源： 龙腾特钢用户侧储能项目 由阳光电源参与建设的 龙腾特钢用户侧储能项 目，总规模 20MW/40MWh ，位 于江苏省常熟市。 该项目实现了"光伏+储能+售电"一体化建设模式，预计年发电1 ...

Core Viewpoint - Tesla Inc is currently facing significant challenges, with its stock down 33% year-to-date, leading investors to reassess the company's future prospects amidst a backdrop of volatility and uncertainty [1]. ETF Exposure - The Simplify Volt TSLA Revolution ETF has a 54% weightage in Tesla, actively managing its volatility through options overlays, indicating a high-risk investment strategy [2]. - Nightview Fund has an 18.4% Tesla weighting, making it one of the most exposed mainstream funds to Tesla, where news about Tesla significantly impacts the fund's performance [2]. - Vanguard Consumer Discretionary ETF has a 13.3% contribution from Tesla, highlighting the stock's influence on broader market dynamics [3]. Earnings Report Insights - Tesla's recent earnings report showed mixed results, with the energy and storage division generating $2.7 billion in revenue, a 67% increase from the previous year, and gross profit rising by 82% [3]. - Despite the positive performance in the energy segment, concerns were raised about tariff impacts, particularly on the sourcing of LFP battery cells from China [4]. Operational Challenges - The new megafactory in Shanghai, aimed at enhancing global energy storage manufacturing, is facing challenges due to new tariffs, which could hinder Tesla's ambitious growth targets for 2025 [5]. - Tesla's leadership is perceived as unfocused, particularly in light of CEO Elon Musk's controversial political image, which has led to protests and negative sentiment affecting sales [6][7]. Future Considerations - Monitoring ETF adjustments will be crucial as high-exposure ETFs may either rebalance or increase their stakes in Tesla [8]. - The advancement of U.S.-based battery manufacturing and alternative suppliers is essential for sustaining the energy segment amidst geopolitical risks [9]. - The influence of Elon Musk's public statements and political developments remains a significant factor in market dynamics [9]. Conclusion - The current situation presents a high-voltage waiting game for investors, with Tesla's recovery or further volatility likely to impact associated ETFs significantly [10].

Company Overview - NeoVolta Inc. is a U.S.-based energy technology company focused on scalable storage solutions for residential and commercial power infrastructure [1][4] - The company aims to advance clean energy through reliable and high-performance energy storage systems [4] Market Growth - Texas has become one of the fastest-growing battery storage markets in the U.S., surpassing 6,200 megawatts of installed capacity by the end of 2024 [2] - NeoVolta has onboarded over 10% of Texas's solar installers as NeoVolta Certified Dealers, indicating strong demand for energy solutions among homeowners [2] Strategic Partnerships - NeoVolta has formed a distribution partnership with Solartek Distributors, LLC, which will enhance deployment and training for Texas-based installers [3] - Solartek's local presence and comprehensive portfolio of solar and storage equipment will support NeoVolta's growth in the Texas market [3][4]

KITCHENER, ON, April 23, 2025 /PRNewswire/ -- Canadian Solar Inc. (the "Company" or "Canadian Solar") (NASDAQ: CSIQ) today announced that e-STORAGE, which is part of the Company's majority-owned subsidiary CSI Solar Co., Ltd. ("CSI Solar"), has signed a contract with Colbún, one of Chile's leading power generation companies, to supply a 228 MW/912 MWh Battery Energy Storage System (BESS) for the Diego de Almagro Sur project in Chile's Atacama Region. The Diego de Almagro Sur BESS Project will utilize e-STOR ...

插播 ：储能荣耀之战，优质项目值得被看见！2024-2025用户侧储能项目TOP10榜单征集进行时，点击 阅读原文 进行申报 2025年，新能源全面入市、储能向交易型转变，工商业储能真正走向"投资考核期"、"项目验证期"。 纵向比较2024-2025年已投运的工商业储能电站项目，呈现出以下3大发展态势： 3大态势 ■ 单体装机跃升百兆瓦时级 工商业储能单体大项目越来越多。据行家说储能不完全统计，2024年1-11月超百兆瓦时级的工商业储能项目 超20个 ，总计约 1.12GW/3.12GWh；2025年一季度，对外公布的 已有 15个 百兆瓦时级以上的用户侧储能项目，总规模达 1.177GW/4.014GWh。 ■ 应用场景深度细分化 工商业储能项目所涉及的应用场景越来越多样化，除了传统的高耗能企业和零碳园区，光储、光储充、分布式光伏配储、微电网等多样化应用场景 兴起。据CESA储能应用分会产业数据库不完全统计，2025年1季度储充/光储充/应急电源/分布式光伏配储/微电网储能等装机为 141MW/405.84MWh，容量占比达 21.09% 。 ■ 重点行业集中度提升 工商业储能项目重点行业的应用集中度也在 ...

Core Viewpoint - A lawsuit has been filed against Fluence Energy, Inc. and its senior executives for potential violations of federal securities laws, alleging misrepresentation of the company's competitive position and financial performance [1][2][4]. Group 1: Lawsuit Details - The lawsuit is pending in the U.S. District Court for the Eastern District of Virginia, titled Abramov v. Fluence Energy, Inc., et al., No. 25-cv-00444, with claims under Sections 10(b) and 20(a) of the Securities Exchange Act of 1934 [2]. - Investors have until May 12, 2025, to request to be appointed to lead the case [2]. Group 2: Company Background - Fluence Energy specializes in energy storage products and solutions, delivery services, operational and maintenance services, and digital applications for energy storage and power assets [3]. Group 3: Allegations and Financial Impact - Allegations include that Fluence Energy misrepresented its sales pipeline and backlog, concealing declines in sales and earnings growth through aggressive revenue pull-forwards and selective earnings adjustments [4]. - A report by Blue Orca Capital revealed that Siemens Energy, a major revenue source, filed a lawsuit against Fluence Energy for misrepresentations and fraud, contributing to a significant decline in stock value [5]. - Following the release of Q1 2025 financial results, Fluence Energy reported a net loss of $57 million, or $0.32 per share, with revenues down 49% year-over-year, leading to a 46% drop in stock price to $7.00 per share [6].

ARLINGTON, Va., April 18, 2025 (GLOBE NEWSWIRE) -- Fluence Energy, Inc. (Nasdaq: FLNC) (“Fluence” or the “Company”), announced today that it will report earnings for the second quarter ended March 31st, 2025 on Wednesday, May 7th, 2025, after market close. The Company will conduct a teleconference starting at 8:30 a.m. EST on Thursday, May 8th, 2025, to discuss the results. To participate, analysts are required to register by clicking Fluence Energy Q2 Earnings Call Registration Link. Once registered, analy ...

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Core Insights - Tesla is set to release its first-quarter 2025 results on April 22, focusing on vehicle deliveries and profit margins, with expectations of weak performance in its core EV business but growth in its Energy Storage segment [1] - The company has missed earnings estimates in three of the last four quarters, with an average surprise of 0.8% [1] Q4 2024 Performance - In Q4 2024, Tesla produced 459,445 units, a 7% decline year-over-year, and delivered 495,570 vehicles, a 2% increase year-over-year but below estimates [2] - Total automotive revenues were $19.78 billion, down 8% year-over-year, with a gross margin of 15.9%, down from 18.3% in Q4 2023 [3] Energy Storage Business - Energy Generation and Storage revenues reached $3.06 billion in Q4 2024, a 113% increase year-over-year, exceeding estimates [4] - Energy storage deployments were 11 GWh, surpassing projections, and the segment is expected to see a 90% revenue increase year-over-year in Q1 2025 [4][8] Q1 2025 Expectations - In Q1 2025, Tesla delivered 336,681 cars, a decline from previous quarters and missing estimates [5] - Deliveries fell across key regions, attributed to production disruptions and potential brand image issues due to CEO Elon Musk's political activities [6] Revenue and Margin Projections - Weaker delivery volumes are anticipated to negatively impact revenues, with gross margins expected to fall to 15.8% [7] - Despite the challenges in the automotive segment, Tesla is making progress in reducing costs, which may help mitigate some negative impacts [7] Overall Earnings Outlook - The consensus estimate for Q1 2025 earnings is 45 cents per share, with a sales estimate of $21.85 billion, indicating a 3% year-over-year rise [12]

Core Insights - Three stocks in the industrials sector are showing signs of being overbought, which may concern momentum-focused investors [1][2] - The Relative Strength Index (RSI) is a key momentum indicator, with values above 70 indicating overbought conditions [2] Company Summaries - **CoreCivic Inc (CXW)**: - Scheduled to release Q1 financial results on May 7 - Stock increased by approximately 16% in the past five days, reaching a 52-week high of $24.99 - Current RSI value is 71.1, with a price action gain of 2.7% to close at $22.10 [5] - Momentum score is 95.23, with a value score of 65.79 [5] - **Eos Energy Enterprises Inc (EOSE)**: - Announced a 5 GWh Memorandum of Understanding with Frontier Power for energy storage in the UK - Stock surged around 56% in the past five days, with a 52-week high of $6.64 - Current RSI value is 71.5, with a price action gain of 19.7% to close at $5.05 [5] - **eLong Power Holding Ltd (ELPW)**: - Received staff determination notices from Nasdaq on March 25 - Stock skyrocketed approximately 213% over the past month, reaching a 52-week high of $12.60 - Current RSI value is 87.1, with a price action gain of 43.2% to close at $2.19 [5]