近年来，顷刻能源公司深耕高功率AIDC备电电芯和储能市场，实现从技术研发到产业落地的快速转 化。自主研发的高功率备电电芯以高供电可靠性、高过载能力、极速充放电响应等优势，在海外市场崭 露头角，现已正式进入国际某数据中心UPS龙头企业供应链体系，2025年第三季度单季海外销售额较去 年全年增长超6倍，出货量创新高。 在储能市场赛道，顷刻能源公司秉持"立足省内，辐射全国"战略定位，积极拓展业务，先后承担多个项 目EPC总包及设备总包工程，持续推进储能系统在新型电力系统中的规模化、高可靠应用。今年以来， 共参与交付火储调频项目4个、大储调峰项目2个，涵盖"锂电+超容""锂电+钠电""锂电+飞轮"等多种混 合储能技术路线，充分验证了产品的适配性与可靠性，也展现出高功率储能技术广阔的市场前景。 （来源：陕煤集团） 近日，2025高工储能年会暨高工金球奖颁奖典礼在深圳举办。技术研究院顷刻能源公司获"2025高工储 能金球奖"年度新锐企业称号。 "高工储能金球奖"是国内储能领域最权威奖项之一，每年评选表彰在储能行业具有突出贡献和创新表现 的企业。本次获奖，标志着顷刻能源公司在技术路径、市场布局与社会责任方面获得了业内专家及 ...

证券日报网讯 12月17日，艾罗能源在互动平台回答投资者提问时表示，公司在澳大利亚设有全资子公 司，通过本土化营销和高性能产品，积极拓展澳大利亚市场，紧抓当地政策带来的机遇。公司电池相关 产品采用模块化堆叠式设计，能够简易便捷安装。未来公司将持续通过本土化运营，强化本地化服务团 队，提升产品知名度，在巩固户储的基础上，积极探索澳大利亚的工商业储能等新场景。 （文章来源：证券日报） ...

[2].安永华明会计师事务所（特殊普通合伙） 本文是为提供一般信息的用途所撰写，并非旨在成为可依赖的会计、税务、法律或其他专业意见。请向您的顾问获取具体意见。 2025年12月16日，果下科技股份有限公司（股票代码：02655.HK，以下简称"果下科技"）在香港联合交易所主板挂牌上市。 安永作为申报会计师，始终秉承拼搏精神，以坚忍不拔的意志和精益求精的专业态度，克服了上市任务繁重和申报时间紧迫等多方面困难。在整个上市进 程中，安永团队与果下科技、保荐人及其他中介机构精诚合作，以我们高质高效的工作能力、认真负责的敬业精神和优质的服务赢得了公司管理层、保荐 人及其他中介机构的高度认可和赞扬。 在此，安永团队热烈祝贺果下科技在港股主板成功上市，安永团队也将持续助力更多企业登陆资本市场。 关于果下科技[1] 果下科技股份有限公司成立于2019年，是一家集智慧储能产品研发、系统集成及数字绿能运营服务为核心的国家高新技术企业。作为一家中国储能行业的 可再生能源解决方案及产品提供商，公司专注于研究及开发并向公司的客户及终端用户提供储能系统解决方案及产品。公司的储能系统解决方案和产品服 务于并能够覆盖大型电源侧、大电网侧、工 ...

面对价格的"内卷"与技术的"外扩"，业内企业普遍认为，未来储能行业的竞争格局将发生深刻变化。 2025年的储能行业，在"价格战"持续加剧与"反内卷"行动共识形成的双重背景下，经历着深刻调整。一 方面，储能系统价格大幅下滑导致企业普遍承压；另一方面，技术升级持续深化，储能行业竞争正从单 纯的"价格战"升级为技术、成本、产业链协同的全方位较量。 低价竞争与"反内卷"共识 据国家能源局统计数据，2025年上半年，全国新型储能装机规模为9491万千瓦/2.22亿千瓦时，较2024 年底增长约29%。但高增长的背后，是锂电储能系统的价格三年内暴跌近八成，储能企业陷入"增收不 增利"的困局。 "储能系统的价格近三年已跌去近八成。2025年以来，国内外储能系统成交价持续下跌更是近乎'自由落 体'。"某国内储能系统集成企业高管对第一财经记者表示，非理性价格竞争的持续加剧已经对储能产业 链的健康运行构成系统性风险。 该负责人称，目前行业中有近三分之一的系统集成商以低于成本的价格销售，并且这一比例仍在上升。 市场价格的下跌远超技术降本的幅度，市场均价低于成本价导致全行业面临普遍亏损。"这种环境下， 部分储能厂商为了生存牺牲品质来 ...

温馨提示： 投稿/合作/找圈，请联系hjs-Cindy，13609002797 又一家百年车企驶入储能新赛道。12月15日，福特汽车正式宣布布局储能系统。 ▋ 建设20GWh以上产能，福特重仓储能 据了解，此次合作福特 将在未来两年投入约20亿美元，携手宁德时代，对现有电池产线进行转产与扩能。这些电池储能系统将于2027年开始交付，计划建 设20GWh以上的年产能。 不难发现，福特向储能市场的战略转向，其核心是 "产能的明确转向" 。 福特将改造其位于肯塔基州的全资电池制造设施，专门生产基于LFP（磷酸铁锂）电芯的集装箱式大型储能系统。其规划清晰指向 电网级储能 和 数据中心 备用电源 这两大美国储能市场的核心应用场景。为实现这一转向，福特选择了与宁德时代进行 "技术授权" 的合作模式。即通过引入宁德时代的磷酸铁锂技 术，对其现有工厂进行改造，从而快速获得生产储能电池的能力。 而这次合作或许对双方都是一种共赢。对福特而言，能以最快速度获得全球领先的磷酸铁锂电池技术， 且非合资模式运营也能些许避免相关法案的限制，获 得本地制造的相关政策支持，据了解， 《通胀削减法案》 中 为储能项目提供 30%的税收抵免，如果 ...

Core Viewpoint - The article discusses the opportunities in the new energy storage industry, particularly in relation to power market reforms and digitalization, highlighting significant contracts and collaborations among leading companies in the sector [2][3]. Group 1: Industry Developments - The "2025 Power Market and Digital Energy Storage Research Report" is being compiled by leading companies including CRRC Zhuzhou Institute, Tesla, and others, to be released at the Energy Storage Summit on January 8 [2]. - CRRC signed energy storage contracts totaling approximately 16.65 billion yuan, contributing to a total of 53.31 billion yuan in contracts, which represents 21.6% of the company's projected revenue for 2024 [4]. - Tesla has secured two major agreements with a total capacity exceeding 2.3 GWh, indicating strong demand for energy storage solutions [3][9]. Group 2: Technological Advancements - CRRC's new generation 6.X energy storage platform has achieved mass production, featuring a 6.25 MWh battery module and a matching 6.25 MW integrated boost converter, focusing on addressing industry challenges with multiple technological breakthroughs [8]. - The platform has passed various safety tests and is designed to offer high returns, safety, ease of maintenance, and strong support [8]. Group 3: Major Projects - Tesla is involved in the Western Downs energy storage project in Australia, which will have a total capacity of 845 MW/2300 MWh upon completion, making it one of the largest single energy storage facilities in Australia [9][11]. - Tesla has also signed a framework agreement with SPIE for battery energy storage system projects in Europe, which will enhance collaboration on multiple significant storage projects [12].

Core Insights - The UK energy storage market is undergoing a significant transformation, requiring companies to enhance their market signal capture capabilities, flexible charge and discharge technologies, and localized operational experience [1][4]. Market Overview - By early 2025, the total operational capacity of battery storage projects in the UK reached 6.8GW/10.5GWh, with an impressive addition of 1.405GW from January to September 2025, indicating a record-breaking year [2]. - The UK government has set a target of 23-27GW for grid-level battery capacity by 2030, suggesting a potential fivefold growth in the market over the next five years [2]. - The shift from a "contract-driven" market to a "trading-driven" paradigm is evident, with energy arbitrage and balancing mechanism revenues becoming the primary income sources for storage projects [2][4]. Entry Requirements - Entering the rapidly growing UK storage market requires more than advanced hardware; companies must possess comprehensive capabilities across hardware, software, and long-term operations [6]. - The market demands longer discharge durations (from 1-2 hours to 2-4 hours or more) to effectively capture price fluctuations, alongside considerations for battery lifecycle economics [6]. - Successful storage projects must dynamically allocate assets across capacity markets, ancillary services, wholesale markets, and balancing mechanisms, necessitating a deep understanding of complex electricity market rules [6][7]. Localized Operations - Localized operational experience is crucial for success in the UK storage market, as evidenced by the establishment of a battery super factory by Envision in Sunderland, which has an annual capacity of 15.8GWh [9][11]. - Envision's strategy of "rooting first, then expanding" has allowed it to build a mature local supply chain and gain insights into the evolving UK grid demands and market rules [11]. Competitive Landscape - The UK storage market is not merely a product procurement arena but a competition of comprehensive capability solutions, requiring participants to be both technology-leading manufacturers and proficient trading service providers [7]. - Envision has successfully delivered a series of storage system projects in the UK, leveraging its core technology advantages in energy system integration and AI solutions [12][13]. Technological Advancements - Envision has established itself as a leader in the production of large-capacity storage cells, with plans for mass production of 700+Ah cells, enhancing energy density and lifecycle [15]. - The company has delivered over 70GWh of storage products globally, with a significant presence in over 20 countries, indicating a robust global supply chain and operational experience [15]. Strategic Positioning - Envision's deep understanding of diverse business models in the UK electricity market has enabled it to cover all scenarios, from capacity market contracts to wholesale energy market arbitrage opportunities [13]. - The company's AI-powered energy storage solutions align well with the UK's trading-driven market demands, optimizing charging and discharging strategies to maximize profitability [19]. Global Impact - Envision's practices in the UK serve as a replicable success model for Chinese energy storage companies, emphasizing technological innovation, localized operations, and global capacity layout [21]. - The establishment of the Sunderland super factory not only supports the UK's clean energy goals but also signifies the successful implementation of Envision's strategy of localized manufacturing and global technology [21].

Core Viewpoint - The article discusses the rapid development of distributed energy storage in China, highlighting its importance in addressing the challenges of renewable energy consumption and the need for innovative business models to enhance its economic viability [2][6][10]. Summary by Sections Overview of Distributed Energy Storage - Distributed energy storage refers to small-scale storage systems located on the user side (homes, factories, shopping malls) or near distributed renewable energy sources, which are becoming crucial for local renewable energy consumption [2][6]. - From 2019 to the third quarter of 2025, China's cumulative installed capacity of distributed energy storage increased over fivefold, from 570 MW to 3,638 MW, with six major application scenarios identified [6][7]. Business Models and Challenges - The main business models for distributed energy storage include peak-valley arbitrage, virtual power plants, and demand-side response, with the peak-valley arbitrage model being the most stable [7][17]. - Current challenges include insufficient policy continuity, single revenue sources, lack of safety standards, and inadequate operational systems [7][8]. Recommendations for Development - To enhance the utilization and economic viability of distributed energy storage, recommendations include widening the peak-valley price difference, improving demand response mechanisms, and strengthening safety standards and fiscal support from 2025 to 2027 [8][10]. - From 2028 to 2030, the focus should shift to deepening electricity market reforms and exploring the potential of distributed energy storage in green electricity, green certificates, and carbon markets [8][10]. Future Trends - Experts predict that distributed energy storage will evolve towards market-oriented investment, diverse technology routes, microgrid integration, convenience, and AI applications [11][12]. - The future development will also focus on enhancing safety standards and operational norms to stimulate investment and ensure reliable power supply [12][15]. Market Participation and Policy Support - The role of distributed energy storage is shifting from a supportive role in the power system to a flexible adjustment resource, with various local policies being introduced to support its market participation [20][21]. - The aggregation of distributed energy storage into virtual power plants is seen as a necessary step to enhance market participation and improve bargaining power [14][24]. Application Scenarios - Key application scenarios for distributed energy storage include data centers and communication base stations, where it can provide backup power, reduce electricity costs, and ensure supply reliability [17][21]. - The integration of distributed energy storage with renewable energy sources is essential for achieving carbon reduction goals and enhancing energy efficiency [26][27].

Core Insights - The article highlights the successful grid connection and trial operation of the 300MW/1200MWh shared energy storage station in Longgang, Xingtai, Hebei, marking a significant milestone in China's energy storage sector [2] Investment and Economic Impact - The total investment for the Xingtai Longgang shared energy storage station is 1.596 billion yuan, located in the Xindu Economic Development Zone of Xingtai, Hebei [2] - Upon operation, the project is expected to generate an annual output value of 238 million yuan and contribute 30 million yuan in annual taxes [2] Technological Innovation - This project is notable for being the first in China to utilize carbon fiber composite material flywheel energy storage combined with lithium iron phosphate technology [2] - It will be the largest single energy storage station in southern Hebei, providing peak shaving and frequency regulation services with millisecond-level response to grid frequency demands [2]

12月16日，自然资源保护协会联合中关村储能产业技术联盟发布的《分布式储能发展商业模式研究》 (下称"报告")提出，为提升分布式储能的利用率及经济性，促进分布式储能的多元化和市场化发展，建 议在2025—2027年，通过合理拉大分时电价峰谷价差、健全安全标准与强化财税支持等方式，保障分布 式储能项目的基本收益与安全运行。 着眼于长远发展，报告建议在2028—2030年，通过完善分时电价动态调整机制、推动分布式储能参与现 货市场、探索兑现分布式储能的容量价值和辅助服务价值，深入挖掘其在绿电、绿证和碳市场等环境价 值方面的潜力，最终构建多元化的收益渠道，全面提升分布式储能的经济性与市场竞争力。 分布式储能是指分散布置在用户侧(家庭、工厂、商场等)、配电网侧或分布式新能源附近的小型储能系 统。分布式储能可就地存储富余电力、平抑出力波动，大幅提升本地新能源自用率与配网消纳能力。 政策层面，近两年国家和地方层面已密集出台多项举措支持分布式储能的发展。其中在地方层面，各省 主要通过拉大峰谷差、规范虚拟电厂准入、完善需求响应补贴等方式引导分布式储能发展，广东、浙 江、江苏等部分省市对分布式储能给予补贴。 在这样的背景下，报 ...