独角鲸山东能源负责人、中铁建工二公司基础设施公司党总支书记赵明炎出席开工仪式并发表讲话。独 角鲸山东能源负责人称,公司聚力储能建设,赋能绿色发展；该项目的实施不仅将为区域重点产业提供更 稳定、绿色的能源保障,更将探索储能技术规模化应用的新模式,为同类项目建设积累可复制的宝贵经 验；此次携手中铁建工第二建设有限公司,正是看中企业在能源工程建设领域的丰富经验与技术实力,期 待通过协作实现项目高质量建设。 在开工仪式上,作为施工单位中铁建工二公司基础设施公司党总支书记赵明炎称,作为项目承建单位,公司 将持续秉持高效履约,塑造精品工程,充分发挥人才、技术和管理方面的优势,强化统筹协调与协同联动,确 保按期完成建设任务,为区域电网的调峰调频、清洁能源的消纳提供坚实保障,助力新能源高质量发展。 此次储能电站示范项目的开工,是中铁建工二公司深耕新型储能产业的重要里程碑,标志着公司在推动能 源结构转型、助力绿色发展方面迈出了坚实一步。项目将依托全钒液流电池技术的独特优势,构建安 全、高效、环保的储能系统,为区域能源结构的优化升级提供有力支撑。 据悉,山东昭阳100MW/400MWh全钒液流储能电站示范项目聚焦长时储能赛道,采 ...

宏英智能公告，全资子公司上海宏英新能源科技有限公司作为联合体牵头人，与公司合并报表范围内的 孙公司民乐县卓航新能源开发有限公司签署了《民乐县二期350MW/700MWh独立储能电站项目工程PC 总承包合同》，合同总价款（含税）为人民币6.16亿元。该合同为公司日常经营合同，无需公司董事会 及股东会审议批准。若本项目顺利实施完成，预计将对公司未来的经营业绩产生积极影响。 ...

Core Viewpoint - The company has signed a procurement contract for an energy storage system worth 520 million yuan with a subsidiary of China Energy Engineering Group [1] Group 1 - The contract is related to the Dunhuang Guosheng Nandu 200MW/800MWh independent energy storage demonstration project [1] - The procurement is executed by the company's wholly-owned subsidiary, Shanghai Hopu Digital New Energy Development Co., Ltd. [1] - The contract amount is specifically stated as 520 million yuan [1]

Core Viewpoint - The company Hopu Co., Ltd. has signed a procurement contract for an energy storage system worth 520 million yuan with Gansu Electric Power Design Institute, a subsidiary of China Energy Engineering Group [1] Group 1: Company Developments - Hopu Co., Ltd.'s wholly-owned subsidiary, Shanghai Hopu Smart New Energy Development Co., Ltd., is involved in the procurement contract [1] - The contract is for the Dunhuang Guosheng Nandu 200MW/800MWh independent energy storage demonstration project [1] Group 2: Financial Details - The total contract value is 520 million yuan [1]

4、广东省当前针对独立储能电站的政策是否会对公司独立储能电站业务 造成影响？公司是否考虑到外省投资独立储能电站？公司清远独立储能 电站收益构成如何？ 答：1）广东省当前在建和备案的独立储能电站数量较多，大家觉得可能 会摊薄个体的收益，但事实上电站中标调频服务的关键因素还是电站设备 及系统的整体性能，性能好的电站能持续取得较好的收益；从公司已经投 运的电站运行一年多的情况来看，智光自研及生产的级联性高压直挂储能 系统在性能方面有较为明显的优势，所以我们认为对公司独立储能电站业 务影响有限。2）结合其他省份的具体政策以及公司的经营情况，我们也 会持续关注其他地方的机会。3）目前投运的清远独立储能电站主要的收 益来源还是二次调频服务。 5. 平陆睿源项目大概需要多久才能资产移交完毕？对公司影响如何？ 答：前几日公司已经发布公告，就核心交易条件已经与政府方面达成初步 | 投资者关系活动  | 特定对象调研  分析师会议 | | --- | --- | | 类别  | 媒体采访  业绩说明会 | |  | 新闻发布会  路演活动 | |  | 现场参观 | |  | 其他 （请文字说明其他活动内容） | ...

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10月30日，央视记者获悉， 美国参议院以51票赞同、47票反对的结果通过决议，终止 美国总统特朗普在全球范围内实施的全面关税政策。 据悉，美国参议院宣布，已批准终止总统为实施全球关税而宣布的国家紧急状态的联合决议。本 周早些时候，参议院已通过两项决议，旨在取消对加拿大和巴西征收的关税。 据悉，这些决议接下来还须经众议院表决。但此前众议院共和党人已多次阻止推翻关税的立法行 动，这些决议预计很难在众议院获得投票表决。即便众议院最终通过，国会仍需三分之二绝对多 数才能推翻总统否决。 关税壁垒的重压下，美国新能源产业近期步履蹒跚，而一则突发新闻为这场困局带来了转机。 " 关税风暴 特朗普政府的贸易保护主义 " 2025年初以来，特朗普政府掀起了一场全球关税风暴，对多个国家实施了大幅提高关税的贸易 政策。 东南亚国家成为重灾区， 柬埔寨、泰国被课以36%的关税，老挝、缅甸更是面临40%的高额关 税。 这次的关税风暴，就连美国的光伏和储能产业也遭受到巨大冲击。 美国清洁能源协会政策主管艾米丽·霍尔特直言："税收抵免期限压 ...

备受关注的中美吉隆坡经贸磋商，今天有了详细信息。 中美经贸团队通过吉隆坡磋商，达成的成果共识如下图所示。 ▲图片来源：截图自商务部网站 在达哥看来，重要的是有了缓冲的时间，利好出口。这也是A股收盘后港股大幅回升的原因。 不过，对于科技来说，达哥认为，自主可控势在必行。 比如，在"十五五"规划的建议里，清清楚楚地写着："完善新型举国体制，采取超常规措施，全链条推动集成电路、 工业母机、高端仪器、基础软件、先进材料、生物制造等重点领域关键核心技术攻关取得决定性突破。" 上证指数用连续跳空上涨的方式，突破了8月下旬至10月中旬的震荡区间，这意味着突破是有效的。因此，即便市场 回调，也是有下限的，做一个回补本周一跳空缺口的预期即可。 上证指数在2015年7月9日至8月17日的反弹周期中，出现了4000点至4184点的高点区间，这是重要压力位。该区间中 位数的整数关口4100点附近，可以暂时作为区间震荡的上沿预期。 由此，我们可以做一个3950点-4100点的区间震荡预期。 达哥之所以这样说，理由有以下三点。 首先，从今年5月12日中美经贸磋商利好传来之后，市场很快就进入横盘震荡区间。当前也出现了中美经贸磋商的利 好。 ...

Core Viewpoint - The company is experiencing strong growth in its energy storage business, with high market demand and a substantial order backlog [1] Group 1: Business Performance - The energy storage business is currently developing well, with robust market demand [1] - The company has a sufficient backlog of orders, indicating strong future revenue potential [1] - Continuous improvement in production capacity utilization is contributing to rapid business expansion [1] Group 2: Profitability - The company's profitability is consistently improving alongside the growth of its business scale [1]

Core Viewpoint - Jingkong Energy has achieved a significant strategic partnership with Club Solar in Australia to deploy a total of 2GWh of residential energy storage systems over the next three years, marking a key step in its global expansion strategy [2][3][12]. Group 1: Strategic Partnership - The collaboration with Club Solar was announced during the All Energy exhibition in Australia, aiming to leverage both companies' strengths to enhance market presence [3][5]. - Jingkong Energy will utilize its R&D and supply chain advantages to provide competitive residential energy storage products, while Club Solar will leverage its local market experience and channel network [5][11]. Group 2: Market Context - The Australian energy storage market is rapidly growing, with the Australian Energy Market Operator (AEMO) reporting 26.1GW of storage projects in the National Electricity Market (NEM), accounting for nearly half of all new generation and storage capacity [5]. - Since the launch of the "cheaper home battery program" in July 2025, over 100,000 battery installations have been completed, resulting in a distributed storage capacity of 2GWh for households and small businesses [5]. Group 3: Global Expansion - Jingkong Energy's global strategy is reflected in its recent orders, including the 2GWh project in Australia and additional contracts in Finland, Italy, and the United States since 2025 [12][13]. - The company aims to enhance its integrated capabilities across the entire industry chain and improve its global operations and local service collaboration [12]. Group 4: Product Offerings - Jingkong Energy showcased a comprehensive range of energy storage solutions at the All Energy exhibition, including the OmniCube-L233 and PotisFlexi-L261x systems for commercial and industrial applications, and the Nora series for residential use [14]. - The PotisBank-L6.25-AC utility-scale storage system was also introduced, featuring advanced technology to enhance safety, operational efficiency, and economic viability [14].

Core Viewpoint - The adjustment of time-of-use electricity pricing in Zhejiang is expected to significantly impact the revenue models of commercial and industrial energy storage projects, leading to a potential decrease in profitability and a shift in operational strategies [2][15][18]. Revenue Model Changes - The new pricing policy will change the charging and discharging strategy from "two charge and two discharge" to "one charge during low valley and one discharge during peak" [3][5]. - The peak discharge time has been adjusted, extending the discharge period in spring and autumn while narrowing it in summer and winter, which may affect the overall revenue [3][5]. Impact on Profitability - The proposed changes could lead to a 40% decrease in annual revenue for a 1MWh energy storage project, with the payback period increasing by 3.15 years and the return on investment decreasing by 11.66% [9][10]. - The price difference between peak and valley periods has decreased significantly, with a reduction of 18.82% in the peak-valley price difference [6][8]. Market Demand Shifts - The demand for energy storage is expected to increase among businesses operating night shifts or those with high nighttime electricity consumption, while traditional office-type businesses may see a decrease in compatibility with the new pricing [11][12]. - The market demand structure is anticipated to shift towards larger enterprises that align better with the adjusted peak periods [12]. Long-term Outlook - Despite short-term challenges, the long-term outlook for energy storage in Zhejiang remains positive due to continuous growth in electricity demand and increasing penetration of renewable energy [15][20]. - The industry is expected to transition from a simple arbitrage model to a more diversified revenue model, incorporating capacity markets and ancillary services [16][20]. Industry Adaptation Strategies - Companies are encouraged to move away from reliance on a single arbitrage model and focus on building diverse revenue streams through technological upgrades and operational innovations [23]. - Collaboration and resource sharing among energy storage companies and virtual power plant operators are recommended to enhance operational efficiency and overall project profitability [23].