阳光电源宣布，近日沙特7.8GWh储能项目全容量并网，这是全球最大构网技术应用项目。项目预计每 年放电量22亿度，可满足40万家庭全年用电，助推沙特"2030愿景"实现。 ...

（编辑 袁冠琳） 证券日报网讯 12月17日晚间，领湃科技发布公告称，全资孙公司湖南领湃建设工程有限公司拟与湖南 弘湘绿色能源科技有限责任公司签署《衡阳视界科技发展有限公司700kW/1764kWh独立储能电站项目 工程建设总承包EPC合同》《衡阳建湘商业街600kW/1512kWh独立储能电站项目工程建设总承包EPC合 同》，对应合同总金额分别为393.12万元、188.40万元。 ...

文 | 阳光 光储充 全球最快并网速度,全球最大并网储能项目,全 球最大构网技术应用项目。 近日，沙特7.8 GWh储能项目全容量并网，一举 创下多个全球之最。阳光电源一体化交付，树立 全球超大型构网储能项目标杆。 58天敏捷交货 数字化工厂，高效柔性制造体系，关键工艺90%自 动化，全自动检测项500+，实现全球敏捷交货。 本项目下单生产至出厂发货仅用时58天。 40天极速调试 项目采用1500余套阳光电源PowerTitan 2.0系 统,关键设备全栈自研,出厂前预安装、预调试, 大幅缩短现场装配周期，40天完成现场调试。 200+交付专家一线保障 总部40+交付专家现场坐镇，200+全球顶尖工程 师驻扎一线保交付。全流程完善管理调试备件, 7*24h响应需求，高效保障并网交付。 三电融合+全链仿真,精准构网 多维自同步稳源算法为核，交直流协同系统构网为 基，辅以场站集群电力系统仿真，有效实现GW级 黑启动、全工况频率电压支撑等，精准助力电力系 统稳定。 性能 安全名维领跑 阳光电源 已确认参展第十四届储能国际峰会暨展览会ESIE 2026， 诚邀您共赴ESIE 2026全球储能产业盛会！ 中国储能产业发 ...

智通财经APP获悉，浙商证券发布研报称，全球储能需求多点开花，今年1-11月，国内储能招标规模达 到112GW/364GWh，同比增长110%/161%。预计2026年国内储能装机有望达到264GWh，同比增长 80%。北美算力爆发式增长驱动电力及配储需求超预期，美国储能终端需求刚性较强，预计2026年美国 储能新增装机有望达到63GWh，同比增长40%。供给端来看，1-10月，中国逆变器出口总金额达到 74.36亿美元，同比增长6.38%。国内头部企业竞争优势突出，预计后续将持续获取海外高毛利订单。 浙商证券主要观点如下： 需求端 浙商证券指出，全球储能需求多点开花，预计2025-2027年全球储能新增装机分别有望达到271、444、 661GW，同比增速分别为44%、64%、49%。 1)国内市场：新能源全面入市推动峰谷电价差拉大，同时多省相继推出容量电价政策，大储盈利模式逐 步明晰并优化，储能需求开始由政策导向转变为市场导向。国内储能招标数据表现强劲，今年1-11月， 国内储能招标规模达到112GW/364GWh，同比增长110%/161%。预计2026年国内储能装机有望达到 264GWh，同比增长80 ...

Core Viewpoint - China CRRC Corporation Limited has signed several major contracts totaling approximately 53.31 billion yuan, primarily for wind power and energy storage equipment sales [1] Group 1: Major Contracts - The contracts signed by China CRRC and its subsidiaries include agreements with China Power Construction Group Central South Survey and Design Institute, China Resources New Energy (Yiwuzhou) Co., Ltd., Zhonglv Electric (Ruoqiang) Energy Storage Technology Co., Ltd., and Inner Mongolia Energy Group Kede Electric Storage New Energy Co., Ltd., amounting to a total of about 16.65 billion yuan for wind power and energy storage equipment sales [1] Group 2: Energy Storage Developments - Recently, Hichain Energy signed a cooperation agreement with CRRC Zhuzhou Electric Locomotive Research Institute, committing to supply no less than 120 GWh of energy storage products [2] - The new generation 6.X energy storage platform from CRRC Zhuzhou has achieved mass production, with the 6.25 MWh battery module successfully launched in Yibin, Sichuan [2] - The energy storage system utilizes Hichain Energy's high-capacity battery, featuring a 25% increase in energy density compared to the previous generation, and an efficiency improvement from 86% to 88% [2] - The system includes advanced safety features such as a 21-minute early warning for thermal runaway, significantly reducing safety risks [2] - The system enhances asset utilization by an average of over 20%, with a lifecycle revenue capability improvement of approximately 10% for a 200 MWh energy storage station compared to the previous platform [2]

智通财经APP获悉，中金发布研报称，2H25后中国各省陆续出台容量电价政策，独立储能在"峰谷套利 +容量电价+辅助服务"的收益模式下经济性优异，需求高增，预计短期景气度有望持续；欧洲市场在能 源短缺与电网灵活性资源短缺下储能需求向好，发展重心逐步从户储向大储+工商储全面发展。展望 2026年全球储能市场，中欧及亚非拉市场需求均有望迎来高增，同时AIDC配储贡献新增量。建议重点 关注非美国海外市场高增长带来的投资机会，包括表前与表后侧储能机会。 中金主要观点如下： 中欧需求高增，亚非拉市场快速起量 2H25后中国各省陆续出台容量电价政策，独立储能在"峰谷套利+容量电价+辅助服务"的收益模式下经 济性优异，需求高增，预计短期景气度有望持续；欧洲市场在能源短缺与电网灵活性资源短缺下储能需 求向好，发展重心逐步从户储向大储+工商储全面发展；澳洲电力市场成熟、大储经济性优异，项目加 速落地，户储通过高额补贴强化经济性，保障中长期需求；美国电网设施老旧大储需求延续增长，但政 策端的限制或推动锂电池产能加速本土化；亚非拉市场受益于光储降本，新能源消纳及电网稳定性诉求 带动大储需求高增，保障供电稳定性及降低电费诉求亦推动分布 ...

文 | 中关村储能产业技术联盟 12月16日， "扬帆蓄势 储力共达 ——2025年中车株洲所工商业储能生态合作伙伴大会"在江苏扬州宝应召开，大会汇聚储能产业300多位合 作伙伴，聚焦 "技术破局、服务升级、生态共赢" ，共同探寻工商业储能高质量、可持续发展的全新路径。 16日上午，中车株洲所扬州宝应基地 揭牌仪式 隆重举行，基地将充分依托公司技术、制造与服务体系，致力于成为区域新能源产业发展的重要 支撑。同日下午，伴随着 扬州市宝应县委常委常务副县长郝骥、中关村储能产业技术联盟副秘书长唐亮、中车株洲电力机车研究所有限公司副 总经理唐远远 的精彩致辞，大会正式拉开帷幕。 扬州市宝应县委常委、常务副县长郝骥 中关村储能产业技术联盟副秘书长唐亮 中车株洲电力机车研究所有限公司副总经理唐远远 中车株洲所新一代全场景标准化工商业储能系统全球首发，CESS-M261 V3.0秉承中车轨道交通级的可靠性基因，采用高度集成的All in One 设计， 融合高安全、高效率与智能化于一体 ，精准适配中小型工商业场景，以超高的全天候系统效率保障用户收益。通过PCS与高压箱融合创 新，高效整合一体柜空间资源，占地面积仅为1.43 ...

项目投运后，预计每年可增加清洁能源消纳约3200万千瓦时，相当于减少标煤消耗约1.6万吨，减排二 氧化碳约5万吨。 站在二期项目现场，一期已投运的储能电站静静伫立在一侧，两座"孪生电站"相呼应，将形成强大的储 能矩阵。 与一期工程相比，二期项目在多个方面实现了系统优化：通过设计优化，设备采购与工程造价降低约 3000万元;技术上采用能量密度更高的电芯，在提升系统整体性能的同时，将建设用地从11.92亩优化至 6.79亩，实现了集约高效的土地利用。 "两期项目的协同运行，将在用电高峰时有效缓解本地电网压力，在低谷时消纳富余电力。"徐东介绍， 随着并网进入最后倒计时，这座凝聚着科技创新与绿色发展的"超级充电宝"，将大幅提升溧水乃至南京 电网的调节能力和运行稳定性，保障企业和居民的可靠用电，为南京电网增添绿色动能和稳定支撑。 继一期储能电站成功投运后，溧水即将迎来又一座"超级电力调节器"——大唐南京热电有限责任公司50 兆瓦/100兆瓦时二期集中式共享储能电站，现已进入并网冲刺阶段，预计本月底正式"上线"。 走进项目建设现场，10组储能单元整齐排列，一台大型吊装机缓缓移动，工人们穿梭于白色预制舱之 间，电缆铺设、系 ...

Demand Outlook - The global energy storage system installation capacity is expected to reach approximately 360 GWh (equivalent to 125 GW) by 2026, representing a year-on-year growth of 35% [1] - Key growth regions include the United States, Australia, and the Middle East, with the Middle East projected to install 35-45 GWh by 2026, and the U.S. expected to reach 60-80 GWh, with AI data centers contributing 15-20 GWh [2] - Europe is anticipated to experience slower growth, with an expected increase of less than 10% due to potential supply chain constraints [3] Competitive Landscape - In the U.S. market, Tesla leads with approximately 40% market share, benefiting from strong technological capabilities and robust local production, although it faces challenges with higher pricing [4] - Chinese suppliers dominate the battery supply market, with CATL holding about 40% market share in North America, but cautious about further growth due to U.S. "non-China supply chain" requirements [5] - Korean companies, such as LG Energy Solution, are expected to gain market share through localized production and investment tax credits, despite currently lagging behind Chinese firms in safety performance [5] Price Outlook - Overall prices for energy storage systems are expected to decline, with no long-term capacity shortages anticipated for battery cells [6] - In the U.S. and EU markets, prices for energy storage systems from non-Chinese manufacturers are 30%-50% higher than those from Chinese manufacturers, with AIDC-related storage being less price-sensitive [7] - The Middle East market is characterized by intense price competition, approaching levels seen in China, driven by cost sensitivity and large order sizes [7]

Core Viewpoint - The energy storage sector is experiencing significant market fluctuations, with optimistic expectations for demand and supply in the coming year, driven by supportive policies and a clearer business model for independent energy storage [1][2]. Demand Side - The introduction of independent energy storage policies and shared electricity pricing has led to a 2-3 times growth in independent energy storage [1]. - The domestic renewable energy consumption issue must be addressed through energy storage, as current renewable energy installations are close to 40%, but actual generation is only 20%, indicating a high long-term demand for energy storage [2]. - The demand for energy storage is also surging in overseas markets, particularly in the U.S. due to structural electricity shortages driven by AI developments and in Europe due to challenges in renewable energy consumption [2]. Supply Side - The past three years have seen profits in the renewable energy sector not favoring upstream companies, leading to weakened balance sheets and a lack of funds for capacity expansion [2]. - A tight supply situation for upstream materials, including lithium carbonate, is expected, which will help restore the financial health of these companies and enable them to gradually expand capacity to meet future demand [2]. Market Dynamics - The current energy storage market is characterized by a dual impact of demand and supply, with a strong sustainability in the fundamentals, potentially leading to a market explosion similar to that of 2019-2020 [3]. - Recent market fluctuations in lithium carbonate and lithium batteries are primarily driven by funding factors, with concerns about concentrated trading and profit-taking leading to adjustments in the sector [3]. - Despite potential minor adjustments, the probability of a significant downturn is low due to a strong supply-demand balance and a robust demand outlook [3]. Investment Opportunities - The most investment-worthy segments in the energy storage supply chain are those facing the tightest supply, such as lithium hexafluorophosphate, separators, lithium iron phosphate, and lithium carbonate, which are expected to exceed expectations [4]. - The supply chain dynamics indicate that upstream material segments are gaining increasing attention, and the focus should be on the most constrained supply areas [5].