【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com 格隆汇9月4日｜据上观，当风电、光伏等可再生能源发电量占比持续攀升，电网频率稳定面临前所未有 的挑战。火电机组响应速度滞后、调节精度不足的痛点，成为制约新能源消纳的关键瓶颈。如今，由隧 道股份(600820)上海能建设计、建造的中电金谷偏关混合储能独立调频电站一期项目正式并网，以"超 级电容+锂电池"混合储能的创新耦合方案，为这一行业难题提供了示范样本。该项目将极大缓解电网 频率波动，有效帮助风力发电和光伏发电的电网消纳，保障偏关电网安全，从而进一步促进偏关风力发 电、光伏发电等可再生能源发电的建设与发展。 （责任编辑：宋政 HN002） ...

Core Viewpoint - Recently, two companies, Dazhu Xinneng Comprehensive Storage Technology Co., Ltd. and Dazhou Tongchuan New Energy Comprehensive Storage Technology Co., Ltd., were established, both with a registered capital of 20 million yuan and focusing on energy storage technology services and related areas [1] Company Summary - Both companies are indirectly wholly owned by Kelu Electronics (002121) [1] - The legal representative for both companies is Zhang Xiao [1] - The business scope includes energy storage technology services, contract energy management, energy-saving management services, engineering management services, and battery leasing [1]

Group 1 - The core viewpoint of the news is that Hunan Keli Yuan New Energy Co., Ltd. has rapidly increased the operating rate of its advanced energy storage system production base in Baoding, Hebei, since its launch, and is achieving bulk shipments of energy storage system products to multiple energy storage power stations [1][2] - The Baoding base has a planned production capacity of 10GWh and aims to provide high-quality energy storage system products for independent energy storage power stations and zero-carbon parks [1] - Since the first production line of 2GWh was launched in June 2025, the Baoding base has successfully supplied products to several independent energy storage power station projects, including 0.2GWh in Shandong Luozhuang and 0.2GWh in Shandong Zhucheng, with more projects underway [1] Group 2 - Keli Yuan has developed and reserved eight high-quality independent energy storage power station projects across multiple provinces and regions, with an expected construction scale of no less than 4GWh for the year 2025, primarily concentrated in the second half of the year [2] - The Baoding base exemplifies a collaborative model within the large energy storage ecological innovation consortium, integrating the technological advantages of various partners to ensure efficient delivery of safe, intelligent, and modular products [2] - The energy storage system is recognized as a core equipment for ensuring stable energy supply and promoting efficient utilization of renewable energy, entering a period of rapid growth, with companies in the core position of the energy storage industry chain gaining upward momentum through innovative collaborative models [2]

从板块来看，大消费股逆势走强，零售方向领涨，固态电池概念股维持强势，光伏、储能概念股表现活跃。下跌方面，算力硬件股全线走低。 截至上午收盘，场内多只跟踪中证A500指数的ETF跌超2%。其中，有15只中证A500相关ETF成交额超1亿元，3只超23亿元。A500ETF基金、A500ETF南 方、中证A500ETF早盘成交额分别为34.84亿元、29.95亿元、23.7亿元。 有券商表示，市场经历快速轮动后或进入震荡整固阶段，但中期向好趋势未改。本轮上涨本身由流动性驱动，这意味着后续只要量能未出现大幅收缩，市场 仍存在反复轮动活跃的机会。总体而言，预计资金将继续在科技成长与防御板块间寻求平衡，呈现显著的结构性行情特征，短期A股市场或进入震荡整理 期。 | 代码 名称 | 现价 | 涨跌幅 IOPV 溢折率 换手率 成交金额 | | | --- | --- | --- | --- | | 512050 A500ETF基金 | 1.087 | 1.0889 -0.17% 21.24% 34.84Z -2.34% | | | 159352 A500ETF南方 | 1.136 | -2.41% 1.1393 -0.29 ...

Market Overview - The market experienced a downward trend in early trading, with the ChiNext index leading the decline, and the STAR 50 index dropping over 5% [1] - By the close, the Shanghai Composite Index fell by 1.97%, the Shenzhen Component Index decreased by 2.37%, and the ChiNext index dropped by 3.2% [1] - The trading volume in the Shanghai and Shenzhen markets was approximately 15,950.23 billion yuan, an increase of about 1,426.83 billion yuan compared to the previous trading day [1] Sector Performance - Consumer stocks showed resilience, with retail stocks leading the gains, exemplified by Bubugao hitting the daily limit [1] - Solid-state battery concept stocks maintained strong performance, with Jinlongyu also hitting the daily limit [1] - Solar and energy storage concept stocks were active, with Ancai Gaoke reaching the daily limit [1] Individual Stock Highlights - Computing hardware stocks collectively faced significant declines, with companies like Xinyisheng seeing drops of over 10% [1] - Notable individual stock performances included: - Zhongji Xuchuang with a trading volume exceeding 20 billion yuan and a decline of 11.83% [2] - Xinyisheng with a trading volume of 24.9 billion yuan and a decline of 13.61% [2] - Hanwujing-U with a trading volume of 19.2 billion yuan and a decline of 11.90% [2] - Ningde Times with a trading volume of 14.3 billion yuan and a slight decline of 0.96% [2] - Shenghong Technology with a trading volume of 13.9 billion yuan and a decline of 6.14% [2]

行家说储能 又一家企业加入储能系统顶流之间的大单角逐。 日前，据外媒报道， SK On宣布拿下美国大型储能系统供应合同，合同预计高达7.2GWh，业内估计 约2万亿韩元（ 约合102.6亿人民币 ）。 ▋ SK On：拿下7.2GWh储能系统供应合同 日前，据外媒报道，SK On 4日宣布与总部位于科罗拉多州的可再生能源公司 Flatiron Energy Development签署1GWh储能系统供应合同，并获得了 该公司2030年前在美国推进的6.2GWh项目的优先购买权。 ▋ 竞逐储能超级大单， 韩系电池三巨头加入战局 值得注意的是，与SK On一样，韩国其他两家电池巨头三星SDI、LGES，也正全力转向LFP技术，并加速布局北美储能系统市场。 ☆ 点击 星标 ， 第一时间掌握前沿趋势 据了解，此前7月15日，SK On宣布与韩国电池材料制造商 L&F 就北美市场磷酸铁锂正极材料供应签署谅解备忘录，计划通过改造现有生产线建立LFP 电池生产能力，将于明年下半年量产ESS专用的LFP电池。 当月，SK On首席执行官李锡熙在7月举行的SK Innovation企业价值提升战略发布会上表示，公司将积极进军快 ...

转自：证券时报 人民财讯9月4日电，今日早盘三大指数走弱。截至午间收盘，沪指跌1.97%，深证成指跌2.37%，创业 板指跌3.2%。盘面上，大消费概念股逆市上涨，旅游、商业连锁股领涨，国芳集团、步步高（维 权）、岭南控股等涨停；固态电池概念活跃，天际股份、金龙羽（维权）等涨停；储能板块走强，天通 股份、通润装备（维权）等涨停；另外，造纸、仓储物流等板块涨幅居前；CPO概念、国防军工、有色 金属、石油等板块跌幅居前。全市场半日成交额逾1.6万亿元。 MACD金叉信号形成，这些股涨势不错！ ...

Group 1 - The establishment of Datang (Zhangjiakou Xuanhua) Energy Storage Development Co., Ltd. has been announced, with Li Junlu as the legal representative [1] - The company's business scope includes contract energy management, emerging energy technology research and development, and energy storage technology services [1] - Datang Power (601991) is one of the shareholders of the newly formed company, indicating a collaborative effort in the energy storage sector [1]

Core Insights - A new company named Datang (Zhangjiakou Xuanhua) Energy Storage Development Co., Ltd. has been established, with Li Junlu as the legal representative [1] - The company's business scope includes contract energy management, emerging energy technology research and development, and energy storage technology services [1] - The company is jointly held by Datang Power and other stakeholders, indicating a collaborative approach in the energy sector [1]

Core Viewpoint - The Chinese energy storage industry is experiencing significant price declines and overcapacity due to rapid technological advancements and intense competition, leading to calls for regulatory intervention to restore fair competition and manage excess capacity [1][2][3][4][10]. Industry Growth and Competition - The domestic new energy storage project installed capacity has increased twentyfold over the past four years, with over 200,000 new storage-related companies established [2][3]. - By the end of 2023, the cumulative installed capacity of new energy storage projects reached 31.39 GW, exceeding initial targets by two years [3]. - The average bidding price for lithium battery storage systems has dropped to 0.49 yuan/Wh in the first half of 2025, a decline of over 70% from peak levels [1][4]. Overcapacity and Price Wars - The energy storage cell production capacity is projected to reach 750 GWh in 2024, while actual shipments are expected to be only 314.7 GWh, resulting in a utilization rate of less than 50% [4]. - The average bidding price for energy storage systems in 2024 is forecasted to be 0.628 yuan/Wh, a year-on-year decrease of 43% [4]. - Some bidding projects have seen prices fall below cost, with instances of "suicidal bidding" reported [5][6]. Market Dynamics and Company Performance - Leading companies like CATL maintain a significant market share, with a 41% share in 2024, while smaller firms struggle with low margins and profitability [5][6]. - The competitive landscape is characterized by a continuous reshuffling, with many smaller players exiting the market due to unsustainable pricing pressures [7][8]. Regulatory Responses and Industry Initiatives - A recent initiative involving 149 companies aims to promote fair competition and curb irrational low-price behaviors in the energy storage sector [9][10]. - The Chinese government has introduced new laws and policies to address low-price competition and encourage the exit of excess capacity [13][15]. Future Trends and Strategies - The industry is expected to see increased mergers and acquisitions as companies seek to consolidate resources and reduce competition [17]. - Establishing industry alliances may help mitigate price wars and promote collaborative growth in international markets [18].