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~ 根据ICC鑫椤储能数据库不完全统计，10.20~10.26周招标数据11条，EPC、 PC及储能系统招标规模3.7GWh，中标数据20条，EPC、PC及储能系统招标 规模8.2GWh。 招标部分 招标项目统计 | 招标日期 | 分类 | 项目类型 | 投资方 | 招标项目名称 | | | 装机功车 装机容里 配箱时长 项目分类 省份 | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | | | 010 | (THE) | (H) | | | | 2025/10/24 | 电网侧 | 独立储能 | 中城大有新能源(南京)有限公司 | 中城大有六合龙袍5OMW/10ONWh储能申站项目-EPC | 50 | 100 | 2 | EPC | 江苏 | | | | | | 原承包 | | | | | | | 2025/10/24 | 电网则 | 独立储能 | 汕尾唐兴新能源有限责任公司 | 广东汕尾市200MW/200MW/200 ...

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~ 近日，天合储能再获海外GWh级储能大单，将携手全球领先的可再生能源开发商Atlas Renewable Energy在智利联合开发233MW/1003MWh构网型储能项目。该项目紧随 Atlas Renewable Energy近期4.75亿美元融资完成之后，将用于建设这一大型光伏+储 能综合体，旨在为智利矿业提供清洁能源，同时增强国家电网的韧性。 目前，我们在智利、阿根廷及中美洲市场进展显著，2025 年已实现 1.2GWh 出货量，且 2026 年已 签署合同总量更突破 2.5GWh。" 为更好服务拉美市场，天合储能始终坚持本地化战略，依托当地专业团队与高效响应机制，确保项目在 设计标准、电网适配、交付周期等各环节均满足当地监管与运营要求。未来，天合储能将持续深化构网 型技术的全球应用布局，推动储能系统从"能量支撑"迈向"电网支撑"，为更多国家实现电力系统稳定 与能源转型提供核心动力。 ——The End—— 本文来源：天合储能 。 本 公众号所发表内容注明来源的，版权归原出处所有（无法查证版权的或未注明出 处的均 ...

Company Overview - Xiamen Hichain Energy Technology Co., Ltd. submitted an updated IPO application in Hong Kong, indicating strong growth momentum expected to continue into 2025 [2] - The company achieved revenue of 6.97 billion yuan (approximately 980 million USD) in the first half of the year, a year-on-year increase of 224.6% [2] - Gross profit surged over tenfold to 916 million yuan [2] Business Model and Market Position - Founded in 2019, the company is one of the leading manufacturers of energy storage systems (ESS) and complete equipment globally [2] - Hichain Energy offers customized energy storage products and solutions for diverse application scenarios, covering the entire industry chain from energy storage cells to integrated energy storage systems and end-to-end solutions [2] - The company is positioned to benefit from the explosive growth in energy storage demand and is the first Chinese enterprise to produce energy storage systems in the U.S. [2] Financial Performance - The company has achieved adjusted profitability since last year, with an adjusted net profit of 247 million yuan in the first half of this year, rapidly moving towards a positive net profit for the full year [2] Competitive Advantage - Hichain Energy has established a significant competitive edge through differentiated technology, particularly in the long-duration energy storage sector, where it holds a substantial lead [2] - The company emphasizes that it is the first globally to launch energy storage batteries with a capacity exceeding 1,000 ampere-hours [2] - Its large-scale production includes energy storage cells of 587 ampere-hours and 1,175 ampere-hours, forming a product matrix suitable for power and commercial scenarios [2] - Hichain Energy is also the first in the industry to achieve mass production of 314 ampere-hour energy storage batteries [2]

10月23日，亚洲电力奖颁奖典礼在新加坡举行，揭晓了备受业界关注的亚洲电力奖2025年度评选结果。由西藏开 投那曲河水电公司主导、西藏开投新能源公司代管代建的色尼区达嘎普100MW/400MWh独立构网型储能项目，凭 借其在电力技术领域的突破性创新与卓越成效，荣获"年度最佳创新电力技术奖"。 此次获奖，标志着高寒、高海拔地区独立构网型储能技术已获得亚洲电力行业的权威认可。色尼区达嘎普 100MW/400MWh独立构网型储能项目不仅是储能技术应用模式的一次重大变革，更是推动能源结构转型和构建未 来弹性电力系统的关键实践。它为亚洲乃至全球范围内解决电网薄弱区域供电难题、优化能源结构提供了可复 制、可推广的创新性解决方案。西藏开投集团将继续致力于该技术的深入研发与规模化应用，为加速西藏清洁能 源转型和保障能源安全贡献力量。（中国发展网） 亚洲电力奖"Asian Power Awards"被誉为亚洲电力行业的"奥斯卡盛典"，致力于发掘并表彰亚洲电力领域的创新项 目与举措，同时激励那些致力于技术创新、绿色发展及履行社会责任的优秀企业。此次获奖的色尼区达嘎普 100MW/400MWh独立构网型储能项目，代表了当前新型电力 ...

Core Viewpoint - The article discusses the procurement announcement for energy storage materials (lithium iron phosphate batteries) by China Huaneng Group Clean Energy Technology Research Institute for the 2025-2026 annual energy storage project, with a total capacity of 2.0 GWh [2][5]. Group 1: Procurement Details - The procurement involves a total capacity of 2.0 GWh, with individual battery capacity not less than 314 Ah and energy not less than 1004.8 Wh, with a rated charge and discharge power of 0.5P [2][6][28]. - The procurement will follow a "unified bidding, separate signing, and separate payment" model, where the winning suppliers will sign an annual framework agreement with the procurer [8][28]. - The framework agreement is valid for one year from the date of signing or until the actual procurement volume reaches 2 GWh, with no guarantee of the actual procurement scale [8][28]. Group 2: Bidder Qualifications - Bidders must be legally registered independent legal entities in China, capable of independently assuming civil responsibilities and entering contracts [9][29]. - Bidders must have a supply performance of lithium-ion batteries with a capacity of 314 Ah or above, not less than 5 GWh since January 1, 2024, with each individual performance exceeding 200 MWh [11][30]. - Joint bids are not allowed, and agents are not accepted for this project [12][13]. Group 3: Bid Submission and Timeline - The deadline for bid submission is November 17, 2025, at 09:00 [18][33]. - Bids must be submitted through the China Huaneng Group's electronic commerce platform [18][33]. - The procurement announcement will be published on the China Tendering and Bidding Public Service Platform and the China Huaneng Group's electronic commerce platform [22][35].

Core Viewpoint - The 10th International Energy Storage Innovation Competition (ESIC 2026) serves as a premier platform for the energy storage industry, aiming to validate innovations, connect resources, and amplify visibility for projects and technologies in the sector [2][3][17]. Group 1: Competition Overview - ESIC 2026 is designed to create a comprehensive innovation chain for the energy storage industry, recognizing the value of technology, products, applications, patents, and research [3][17]. - The competition has received over 900 high-quality project applications globally, showcasing the vibrant growth of the energy storage sector [6][17]. Group 2: Target Audience and Benefits - The competition addresses various challenges faced by innovators, such as validating technology, gaining market recognition, and overcoming competition [4][5]. - Participants can benefit from authoritative recognition, capital connections, market exposure, and ecosystem collaboration [5][9]. Group 3: Expert Involvement - A distinguished panel of experts, including academicians and industry leaders, will ensure the evaluation of projects meets high technical and market standards [8][18]. Group 4: Historical Impact - Past competitions have shown that over 30% of awarded projects secured new rounds of financing, and over 40% opened new markets, highlighting the competition's credibility and value [10][19]. Group 5: Competition Structure and Timeline - The competition consists of several phases: project collection, material review, preliminary rounds, online voting, finals, and award ceremonies, with key dates from July 1, 2025, to April 1, 2026 [14][19]. - Various awards will be presented, including categories for technology innovation, application innovation, outstanding products, patents, and contributions to the industry [21][20]. Group 6: Participation Rights - Participants will receive extensive media coverage, free access to the conference, and financial advisory support from venture capital firms [33].

Core Viewpoint - Long-duration energy storage is crucial for addressing the intermittency of renewable energy and ensuring energy security, especially in the context of China's "dual carbon" goals and the construction of a new power system [2][12][29] Group 1: Event Overview - The event titled "Exploring Huairou Science City: In-depth Exchange on Long-duration Energy Storage Technology Innovation and Industrial Application" was successfully held, gathering nearly 80 guests from research institutions and representative enterprises [2] - The event was co-hosted by the Huairou District Science and Technology Committee, the Zhongguancun Energy Storage Industry Technology Alliance, and the Beijing Huairou Science City Construction Development Co., Ltd. [2] Group 2: Key Insights from Leaders - Chen Haisheng, Director of the Institute of Engineering Thermophysics at the Chinese Academy of Sciences, emphasized the need for breakthroughs in core material performance and system integration costs in long-duration energy storage technologies [12] - Lan Xiongjing, Deputy Director of the Huairou Science City Management Committee, highlighted the achievements of Huairou Science City, which has produced 386 major scientific and technological results and is accelerating the cultivation of emerging industries such as new energy and new materials [14] - Wang Tianyi, Deputy Director of the Huairou District Science and Technology Committee, provided insights into the region's support for technological innovation and industrial integration [15] Group 3: Technical Reports - Zhou Xuezhi, a senior engineer at the Institute of Engineering Thermophysics, discussed the urgent need for long-duration energy storage solutions as renewable energy usage increases, analyzing various technologies like pumped storage, compressed air, and flow batteries [19] - Tong Lige, Secretary-General of the CNESA Thermal Energy Storage Professional Committee, reported on the rapid growth of thermal energy storage in China, with new installed capacity and power exceeding 5 GW and 26 GWh respectively over the past decade, and a projected 375% year-on-year increase in new installed capacity for 2024 [21] - Zhang Hui, Vice President of the China Datang Group Science and Technology Research Institute, shared the company's achievements in long-duration energy storage projects, with a total installed capacity of 3.597 GW and 8.666 GWh by September 2025 [23] Group 4: Collaborative Discussions - The discussion session focused on key issues such as core technology bottlenecks, policy support for the industry, application scenario expansion, and models for industry-academia-research collaboration [25] - Participants engaged in lively discussions on topics including the construction of compressed air storage projects, the application of flow battery technology, and the economic viability of thermal energy storage [25] Group 5: Future Directions - The successful hosting of this salon not only established an efficient platform for connecting research and industry but also fostered a consensus on the core directions for innovation and industrial development in long-duration energy storage [29] - The organizers aim to leverage the strategic scientific strengths of Huairou Science City to promote further technological breakthroughs, result transformation, and industrial cooperation, supporting the high-quality development of the long-duration energy storage industry [29]

IT之家 10 月 28 日消息，特斯拉公司副总裁陶琳今日发文透露，目前，上海超级工厂的屋顶已经铺满了光伏板，每年能发 1100 万度电，减碳 4600 吨；隔壁 的上海储能超级工厂也在加装光伏板，预计一年能再多发 600 万度、减碳 2500 吨。 此外，特斯拉的门店和超充站也在努力自己发电。比如上海康桥直营钣喷中心的屋顶，每年都能贡献 40 万度绿电，减少碳排放 170 吨。 特斯拉上海储能超级工厂自 2 月正式投产以来，成为特斯拉全球范围内第二座储能超级工厂。其主要产品为 Megapack 储能系统，规划年产能为 40 GWh （吉瓦时）。 据IT之家此前报道，特斯拉上海储能超级工厂于 2024 年 5 月正式在上海临港新片区开工建设。从开工到产品下线，仅用时 9 个月，比特斯拉汽车上海超级 工厂的用时缩短了 3 个月。 ...

Investment Rating - The report maintains an "Overweight" rating for the industry [4] Core Insights - The domestic offshore wind sector is expected to reach a delivery peak, with significant progress in the construction of a new energy system during the 14th Five-Year Plan [10][35] - The report highlights the importance of accelerating the green and low-carbon transition in energy, emphasizing the need for a new energy system that relies heavily on clean energy sources [35][37] Summary by Sections Lithium Battery Sector - CATL's Q3 2025 revenue reached 104.19 billion yuan, a year-on-year increase of 12.9%, with a net profit of 16.42 billion yuan, up 35.47% [14] - EVE Energy's Q3 2025 revenue was 16.832 billion yuan, a 35.85% increase year-on-year, with a net profit of 1.211 billion yuan, up 15.13% [15] - Tesla deployed 12.5GWh of energy storage in Q3 2025, achieving a gross margin of 32.21% [16] Energy Storage Sector - The report notes the signing of a large-scale energy storage project in the Philippines, indicating a push into the Southeast Asian market [22] - Various pricing policies for energy storage in different regions, such as Tianjin and Hunan, are highlighted, with storage prices ranging from 0.26 to 0.45 yuan/kWh [27][32] Power Equipment Sector - The report emphasizes the need for a green low-carbon transition in energy, with a focus on developing non-fossil energy sources and enhancing the efficiency of fossil fuel usage [35][36] - Recommendations include focusing on ultra-high voltage projects and potential opportunities in power equipment exports [8] Photovoltaic Sector - The report tracks fluctuations in silicon material prices and the overall stability in the silicon wafer market, with expectations of continued price stability in the short term [41] - The demand for different types of solar panels is noted, with a preference for 210 specifications despite some inventory build-up [41] Wind Power Sector - The report outlines the progress of various offshore wind projects in China, indicating a well-organized construction pace and the anticipation of a delivery peak [10][10] - Key companies benefiting from domestic and international offshore wind demand are identified, including cable manufacturers and turbine producers [10]

Core Viewpoint - Xiamen Hailong Energy Storage Technology Co., Ltd. (Hailong Energy Storage) has submitted its listing application to the Hong Kong Stock Exchange, marking its third attempt to go public amid ongoing patent litigation with CATL, which has raised concerns in the industry [1][2][3]. Company Overview - Hailong Energy Storage, established in 2019 and headquartered in Xiamen, Fujian, focuses on the research, production, and sales of lithium battery core materials and lithium iron phosphate energy storage batteries and systems [1]. - The company ranks third globally in lithium-ion energy storage battery shipments, holding an 11% market share, and is the only company in the energy storage sector with GWh-level shipments [1]. Financial Performance - The company's revenue from 2022 to the first half of 2025 is reported as follows: 3.615 billion yuan, 10.202 billion yuan, 12.917 billion yuan, and 6.971 billion yuan, with corresponding net profits of -1.777 billion yuan, -1.975 billion yuan, 288 million yuan, and 213 million yuan [1]. - Hailong Energy Storage has accumulated net losses of 3.427 billion yuan from 2022 to 2024, with losses of 1.777 billion yuan in 2022 and 1.975 billion yuan in 2023 [6]. Market Position and Strategy - The company has a strong investment backing, having raised a total of 8 billion yuan through multiple financing rounds, with notable investors including listed companies in the new energy sector and various venture capital firms [5]. - Hailong Energy Storage has adopted an aggressive low-price strategy, reducing the average price of its energy storage batteries from 0.8 yuan/Wh in 2022 to 0.3 yuan/Wh in 2024, a decrease of 62.5% [7]. Legal Challenges - The ongoing patent litigation with CATL involves disputes over 587Ah cell technology and trade secret infringement, with CATL filing multiple lawsuits against Hailong Energy Storage since 2023 [2][3]. - Hailong Energy Storage has faced legal challenges related to competition agreements and has been accused of overlapping technology with CATL, leading to significant legal costs and potential liabilities [3]. International Expansion - The company is focusing on expanding its overseas market presence, with overseas revenue increasing from 101 million yuan to 3.7 billion yuan in 2024, accounting for nearly 30% of total revenue [7]. - Hailong Energy Storage aims to optimize its supply chain and accelerate its international layout, which requires substantial capital support from its potential IPO [6][7].