| 《2025电力市场与数智化储能调研报告》 | 电力交易、技术融合、虚拟电厂与商业创新 | | --- | --- | | 出品方: [ 行家说储能 | 鸣谢:以下参编单位的特别贡献(排名不分先后) | | 2025 | | | CHTHIUM | | | 调研止式启动, 欢迎参编 | 扫码了解 | 当前，从锂电池到储能系统，控价格、去产能的反内卷行动已呈"燎原之势"。在此背景下，储能行业的产能扩张步伐是否会随之放缓？ 据行家说Research最新统计，2025年1-6月底，全国范围内已签约、在建或投产（含部分投产）的储能系统及电池项目高达107个，同比减少9.3%，总产 能达439GWh。项目数量虽有所减少，但规模却有所增长，且单体产能向大型化方向发展。 ▋ 项目数量减少9.3% 据行家说Research最新统计，2025年1-6月底，储能系统集成类项目在建产能达209GWh，已投产产能为65GWh；储能电池类项目在建产能高达 230GWh，已投产产能达162GWh。 数据来源《2025行家说储能产业季度内参Q2》 首先，电池类项目尽管签约和建设项目的数量有所减少，但项目规模却呈现增长趋势。平均规模从20 ...

Core Viewpoint - The successful commissioning of the 1GW/4GWh independent energy storage power station in Urumqi, Xinjiang, supplied by Suying Electric, marks a significant milestone in enhancing the stability and flexibility of the Xinjiang power grid, contributing to energy transition and security [2][4]. Group 1 - The project is the largest independent new energy storage station in Northwest China, located in the northeastern part of the desert in the northern region of Urumqi [4]. - Suying Electric provided a 5MW centralized energy storage converter and boosting integrated solution, which features strong grid adaptability and high conversion efficiency, significantly improving energy utilization and economic viability of the storage system [4]. - The operation of this project will play a crucial role in balancing peak shaving and valley filling of electricity, promoting renewable energy consumption, and enhancing energy security capabilities [4]. Group 2 - The successful integration of this project establishes a benchmark for Suying Electric in the field of large-scale energy storage, showcasing its comprehensive strength in technology research and development, product innovation, and project implementation [4]. - This achievement positions Suying Electric favorably in future market competition, encouraging the company to continue deepening its efforts in the energy storage sector and contributing to global energy transition [4].

文 | 中关村储能产业技术联盟 此外，星星充电宣布近日已与 东欧客户 签署储能合作协议，将为其提供规模达 100MWh的储能系统 ， 该项目计划于 今年年底前启动分批交 付 。这也标志着星星充电 全球储能布局 的进一步加速。 近日，星星充电宣布，与 印度 光伏 EPC及可再生能源解决方案供应商Prozeal Green Energy公司达成战略合作， 成功签订近1GWh的储能 订单 ，这也标志着 星星充电正式进军印度储能市场 ，助力当地能源结构转型。 印度作为全球增长最快的储能市场之一，在可再生能源并网、电网稳定性以及电力供需平衡等方面正在面临重要挑战。为实现 2030年非化石能 源发电占比提升至50%的目标，印度对大规模、高效率储能解决方案的需求日益迫切。在此背景下， 星星充电与Prozeal Green Energy的合 作 将为印度能源结构转型提供关键技术支持，推动其清洁能源战略落地。 未来，星星充电将向 Prozeal Green Energy提供其核心储能产品—— 5MWh集中式储能系统 ，以 支持旗下多个可再生能源和电池连接项 目。 该储能系统具备 " 高密度、高安全、高收益 "三大核心优势，采用 ...

Core Viewpoint - The article discusses the public tender announcement for the procurement of liquid-cooled battery systems for energy storage by Longyuan Power Group, with an estimated scale of 1360 MWh divided into four lots, including lithium iron phosphate, semi-solid, and sodium-ion batteries [2][3]. Group 1: Project Overview - The project aims to advance the construction of energy storage projects and meet the rapid construction demands by procuring liquid-cooled battery systems [5]. - The estimated procurement capacity is 1360 MWh, divided into four lots: Lot 1 (600 MWh), Lot 2 (700 MWh), Lot 3 (10 MWh), and Lot 4 (50 MWh) [6]. - The delivery period is set for 45 days after the project demand is confirmed [6]. Group 2: Tender Details - Lot 1 and Lot 2 will utilize lithium iron phosphate cells with a minimum single cabin capacity of 5 MWh [6]. - Lot 3 will use semi-solid cells, while Lot 4 will focus on sodium-ion cells, which must match the size of conventional lithium iron phosphate cells [6]. - The contract will be valid until December 31, 2026, with actual procurement based on project construction progress [7]. Group 3: Bidder Qualifications - Bidders must be legally registered independent entities and manufacturers of the battery cells being tendered [8]. - Specific performance requirements include having contracts for at least 200 MWh of lithium iron phosphate equipment for Lots 1 and 2, and 10 MWh for Lots 3 and 4 [8]. Group 4: Tender Process - Interested bidders must register on the National Energy Group's ecological cooperation platform and purchase the tender documents online [10]. - The deadline for submitting bids is set for September 22, 2025, at 10:00 AM [13].

8月21日，港交所披露信息显示，思格新能源的招股书因提交满6个月未完成聆讯而自动失效。 作为技术密集型行业，储能行业高度依赖具备技术积累与行业经验的专业人才。 也正因如此，行业内人才流动颇为普遍。尤其是新生代储能企业，很多都是大厂前高管离职创业，从"前东家"挖人也屡见 不鲜。 然而近段时间以来，相继有明星储能企业受"前东家"影响，被拦在IPO门外。 储能"黑马"遭证监会叩问 近日，被外界寄予厚望的储能"黑马"思格新能源，港股IPO进程再增变故。 思格新能源成立于2022年5月。以今年2月份递交招股书计算，这家公司从创立到冲击IPO，时间间隔不到三年。 公司业绩也相当亮眼，2023年前9个月营收才442万元，2024年前9个月营收就骤增至7亿元，一年时间翻了近160倍。 在储能行业高度内卷的情况下，思格新能源的毛利率却"逆势上扬"。招股书显示，2023年公司整体毛利率为31.3%，而2024 年前三季度毛利率提升至44.2%。要知道行业龙头宁德时代去年的毛利率也才24.4%。 一年营收翻160倍、盈利能力碾压"宁王"，无疑让思格新能源成为二级市场的焦点。 然而就是这样一位新生代储能"黑马"，却在冲刺上市期间，因 ...

华骐环保（300929.SZ）9月2日在投资者互动平台表示，公司的储能箱产品可应用于发电侧（可再生能 源发电配套）、电网侧（调峰调频）、用户侧（工商业储能）等领域。 每经AI快讯，有投资者在投资者互动平台提问：请问公司子公司推出的新产品储能箱，主要应用场景 有哪些？还有公司其他新能源业务有哪些？ （文章来源：每日经济新闻） ...

Core Insights - The Chinese energy sector has demonstrated significant profitability growth during the "14th Five-Year Plan" period, with total net profit increasing from 447.69 billion yuan in 2021 to 775.53 billion yuan in 2024, marking a 73% increase and a compound annual growth rate (CAGR) of 20.02% [2][4] Group 1: Profitability Enhancement - The energy industry's total net profit growth outpaced total revenue growth, which was only 5.58% during the same period, indicating a strong improvement in profitability driven by structural optimization and efficiency enhancements [4] - Traditional energy and new energy sectors are the core engines of profit growth, with the oil and gas sector's net profit reaching 353.62 billion yuan in 2024, doubling from 2021, and the power sector's net profit increasing by 176.56 billion yuan [5][6] - The strong cash flow growth in the energy sector reflects a substantial improvement in profit quality, with companies showing better performance in profitability, capital structure, and dividend payouts [10][12] Group 2: Structural and Efficiency Revolution - The energy sector is undergoing a strategic transformation from "scale expansion" to "quality and efficiency improvement," supported by a dual drive from traditional and new energy sources [2][12] - The efficiency revolution is a significant pillar of profit growth, with companies like China National Petroleum Corporation reducing their oil and gas operating costs to $9.76 per barrel, a 6% decrease year-on-year [6][11] - The energy transition investment in China is projected to reach $818 billion in 2024, surpassing investments from the US, EU, and UK combined, indicating a strong shift towards energy transformation [9] Group 3: Technological Innovation and Business Model Transformation - The energy sector is focusing on technological innovation, particularly in renewable energy and advanced nuclear energy, with significant R&D investments leading to breakthroughs in solar cell efficiency [11] - Traditional energy companies are accelerating their transformation into integrated energy service providers, with companies like China Petroleum achieving a 94.6% year-on-year increase in wind and solar power generation [12] - The integration of traditional and new energy sectors enhances the resilience of profitability, marking a profound shift from quantity accumulation to quality leap, laying a solid foundation for high-quality development in the "15th Five-Year Plan" [12]

Core Insights - The transition from "volume price" to "volume value" in the energy storage sector is emphasized, indicating a shift towards valuing the quality and effectiveness of energy storage solutions rather than just their quantity [3]. Group 1: Industry Growth and Projections - China's new energy storage installed capacity reached a record high in the first half of this year, surpassing 100 GW, with expectations to reach 291 GW by 2030 [1]. - By the first half of 2025, the cumulative installed capacity of new energy storage in China is projected to reach 101.3 GW, representing a year-on-year growth of 110%, and is 32 times the capacity at the end of the 13th Five-Year Plan [1]. - The new energy storage projects added in the first half of 2025 will have an installed capacity of 23.03 GW/56.12 GWh, with both power and energy scales growing by 68% year-on-year [1]. Group 2: Future Trends and Market Dynamics - The development of new energy storage will be driven by market forces, with a compound annual growth rate exceeding 20% over the next five years, as new application scenarios and innovative business models emerge [2]. - Four major trends in the future development of new energy storage are identified: accelerated market participation, scientific planning and coordination, accelerated capacity mechanism construction, and market-driven industrial upgrades [3]. - The new energy storage commercial model is evolving, with a focus on high technical performance, safety, and reasonable costs, which will enhance market competitiveness and drive the industry towards high-quality development [3].

Group 1 - In the first half of the year, A-share listed companies reported a total net profit attributable to shareholders of 2.99 trillion yuan, a year-on-year increase of 2.45%, with nearly 77% of stocks achieving profitability and about 46% showing positive net profit growth [2] - The agricultural, forestry, animal husbandry, fishery, steel, building materials, computer, and non-ferrous metals sectors experienced rapid performance growth, while the real estate sector showed significant losses [2] - BYD's new energy vehicle sales in August reached 373,600 units, slightly up from 373,100 units in the same month last year, with cumulative sales from January to August totaling 2.864 million units, representing a year-on-year growth of 23% [10] Group 2 - New energy vehicle manufacturers such as Leap Motor, Xpeng Motors, and NIO reported record monthly delivery numbers, while Li Auto experienced a decline in monthly deliveries for three consecutive months due to product transitions and adjustments in its sales and service system [5] - Longi Green Energy has invested in a storage company, Suzhou Jingkong Energy Technology Co., Ltd., and is in discussions to acquire another storage company [7] - Chengdu Huamei announced the release of a 4-channel 12-bit 40G high-precision RF direct sampling ADC chip and has received intention orders [9] Group 3 - Heng Rui Pharmaceutical announced that its innovative drug, Zemeituosita Tablets, has received conditional approval for market launch [8] - Yuan Dong Bio announced that its sodium nafamostat oral disintegrating tablets have obtained a drug registration certificate, making it the first domestic generic drug approved for market [11] - Guizhou Moutai announced that its controlling shareholder, Moutai Group, increased its stake by purchasing 67,821 shares, accounting for 0.0054% of the company's total share capital [12] Group 4 - Yonghui Supermarket announced an adjustment to its plan for issuing A-shares to specific targets, with the total fundraising amount adjusted to no more than 3.114 billion yuan [13] - Su Da Weige announced plans to acquire up to 51% of Changzhou Weipu's equity for no more than 510 million yuan [16] - The company Zongtai Auto announced that its subsidiary's assets are under compulsory execution, and it will not be able to resume production this year [15]

Core Viewpoint - The construction of zero-carbon parks is a significant strategic initiative aimed at fostering green productivity, accelerating the establishment of a new energy system, and achieving carbon neutrality goals in China [1][2]. Group 1: Construction Standards and Guidelines - The establishment of a unified standard for zero-carbon park construction is essential, focusing on a core indicator of carbon emissions per unit energy consumption [2][3]. - Additional guiding indicators include the proportion of clean energy consumption, energy efficiency of products, industrial waste recycling rates, and water reuse rates, which are crucial for promoting comprehensive green transformation [2]. Group 2: Innovation and Green Vitality - Zero-carbon park construction requires innovation across multiple dimensions, including technology, systems, and business models, to stimulate green vitality [4]. - Technological innovations in renewable energy, energy storage, and low-carbon transportation are vital, providing application scenarios that encourage research and development [4]. - Institutional innovations, such as green electricity supply models, can enhance market vitality and support the development of new energy systems [5]. Group 3: Energy Supply and Consumption Transition - The transition to green energy supply and consumption must be integrated within the zero-carbon park construction framework, focusing on improving the efficiency and effectiveness of renewable energy utilization [6][7]. - There is a need to optimize industrial structures and explore "green production" models to promote the green upgrade of traditional industries [7]. Group 4: Implementation and Support Mechanisms - The construction of zero-carbon parks is a long-term strategic task that requires a phased approach, prioritizing areas with favorable conditions for renewable energy and technological innovation [8]. - A comprehensive planning and design strategy is necessary to ensure the feasibility and operability of projects, focusing on renewable energy integration and resource utilization [8]. - Strengthening collaboration among government, parks, and enterprises is crucial for effective implementation and evaluation of construction tasks [9].