近期中国储能企业出海捷报频传，项目遍布全球多个地区，覆盖光伏配套、电网侧、用户侧及数 据中心等多种应用场景，充分展现了中国储能技术的全球竞争力。 1.2GWh！中核集团签约印尼光伏+储能项目 233MW/1003MWh构网型储能！天合储能斩获智利大单 10月28日外媒消息，总部位于新加坡的可再生能源公司EquatorRenewablesAsia（ERA）与中 核集团旗下的汇能国际签约合作，拟在印度尼西亚廖内群岛开发900MWp光伏和1.2GWh电池 储能项目 ，旨在向新加坡供应绿色电力。 海博思创在 EMEA地区实现重要突破 近期， 海博思创在EMEA（欧洲、中东、非洲）储能市场实现重要突破，接连 在希腊、爱沙尼 亚、立陶宛、科特迪瓦与津巴布韦五国新增储能项目 。 与希腊客户正式签署45MWh电网侧独立储能电站项目合作 ，标志着公司成功打开南欧市场大 门，在南欧地区落地首个大型储能项目。 在爱沙尼亚、立陶宛相继落地7MWh、20MWh、5MWh电网侧储能项目 ，提供储能系统设备。 在科特迪瓦， 海博思创成功部署三座工厂储能项目 ， 全部采用HyperBlock III 5MWh系统。 在津巴布韦推进用户侧储能 ...

第十四届储能国际峰会暨展览会 ESIE 2 0 2 6 由中关村储能产业技术联盟、中国能源研 究会、中国科学院工程热物理研究所联合主办，将于2026年4月1- 3日在北京·首都国际 会展中心举办。 本届峰会展览面积达16万平米，开设六大主题展馆，同期举办开幕式、 高峰论坛 、 院 士论坛、主题论坛、闭门研讨、应用沙龙、国际储能创新大赛、产业报告与权威榜单发 布、新品发布等系列活动。 为 公 平 、 公 正 、 公 开 遴 选 第 十 四 届 储 能 国 际 峰 会 暨 展 览 会 ESIE 2026 展 览 主 场 搭 建 运 营、会议活动策划与执行全案、峰会接待、推荐特装搭建商、年度活动服务商框架采购单 位，经研究决定，将采取公开招标和邀标的方式进行选择，现将招标事项公告如下： 一、投标邀请 中关村储能产业技术联盟 (以下简称"招标人" )对第十四届储能国际峰会暨展览会 ESIE 2 0 26 展览主场搭建运营、会议活动策划与执行全案、展会接待服务商、展会推荐搭建商 及年度活动服务商框架采购进行公开招标，特邀满足资格条件、具有承担本招标文件能力 的单位前来投标。 1、项目概况 展会名称：第十四届储能国际峰会 ...

倒计时5天 2025起点固态电池行业年会暨固态电池金鼎奖颁奖典礼 主办单位： 起点固态电池、起点锂电、SSBA固态电池联盟 活动主题： 聚焦新技术 共建新生态 活动时间： 2025年11月8日 全天 9:00-21:00 活动地点： 广州南沙国际会展中心二楼广州厅 活动规模： 1000+ 总冠名单位： 茹天科技 同期活动： CINE固态电池展/CINE钠电展（2025年11月6日-11月8日 ）、2025起点钠电行业年会暨钠电金鼎奖颁奖典礼（2025年11月6日-11月7日 ） 演讲/赞助/参展企业名单： 金钠科技/天能钠电/皓升新能源/科迈罗/茹天科技/亮见钠电/维科技术/海四达钠星/易事特钠电/泰和科技/隐功科技/国科炭美/晟钠新能/中 钠能源/乔岳智能/津工能源/科达新能源/时代思康/富钠能源/极电特能/华普森/叁星飞荣/纳甘新能源/扬广科技/银川苏银产业园/兆钠新能源/精诚时代/儒特股份/希倍 动力/先导干燥/瓦时动力/博粤新材料/苏州翼动新能/亿隆能源/钠创新能源/凯德利/长篙新材/孚悦科技/珈钠能源/鑫钠新材料/同兴科技/黔钠科技/鑫晟达/新威/容钠新 能源/科路得新能源/华迈智能/猛狮新能源/绿 ...

Group 1 - The article emphasizes the importance of ESG (Environmental, Social, and Governance) as a new standard for evaluating corporate performance and contribution towards sustainable development, particularly in the context of global carbon neutrality goals and energy transition [1][2] - The initiative aims to identify and promote exemplary practices of young entrepreneurs in the energy sector, fostering innovation and leadership in achieving green and low-carbon development [1][2] - The "2025 International Energy Young Entrepreneurs ESG Action White Paper" and the "TOP 30 ESG Energy Young Entrepreneurs Innovation Cases" are being launched to inspire more enterprises to engage in sustainable practices and contribute to global climate governance [1][2] Group 2 - The organizing bodies for this initiative include the China Energy News, China Energy Economic Research Institute, G20 Young Entrepreneurs Alliance China Headquarters, and Suzhou Industrial Park Urban Development Research Institute [2] - Eligibility criteria for applicants include being under 45 years old, being a founder or core executive of a company, and having a business focus on new energy, electricity, energy conservation, environmental protection, energy storage, hydrogen energy, or biomass energy [2] - Companies must have been established for at least three years, demonstrate significant innovation in technology or business models, and exhibit outstanding ESG practices [2] Group 3 - The collection process for the cases will take place from June to November 16, 2025, followed by expert reviews and case publication on December 4 during the "2025 Eighth China Energy Industry Development Annual Conference" [3] - Required submission materials include an application form, a color photo of the applicant, and all information must be truthful and reliable [4] - The final interpretation rights of the collection process are reserved by the organizing committee [4]

11月3日，中信建投（601066）发布研报指出，储能市场呈现复苏态势，全球储能共振大趋势依然明 确。国内储能市场在经济性拐点与容量电价政策推动下，投资热情高涨；海外市场则因数据中心需求激 增而蕴含巨大机遇。 行业景气度的提升正逐步传导至企业层面。易事特集团(300376)2025年第三季度报告显示，公司前三季 度实现营业收入24.61亿元，同比增长6.52%；但归属于上市公司股东的净利润为9426.81万元，同比下 降54.25%。单就第三季度而言，营收达7.94亿元，同比增长16.62%；净利润为869.20万元，同比大幅下 降89.32%。 主营业务盈利能力实质改善 深入分析发现，利润下滑主要源于第三季度计提的投资者诉讼预计负债，此项属于一次性营业外支出。 剔除该影响后，公司主营业务盈利能力显著增强。 更具说服力的是扣非净利润指标：前三季度扣非净利润达1.46亿元，同比增长4.13%；第三季度单季扣 非净利润为5460.26万元，同比大幅增长82.77%。这清晰表明公司核心业务的盈利动能正在恢复。 更积极的信号来自现金流。前三季度，公司经营活动现金流量净额高达10.38亿元，较上年同期激增 364.48 ...

Core Viewpoint - The rapid development of the AI industry is driving significant investment in data centers in the United States, which is expected to increase electricity consumption and create challenges related to grid connection capacity [1][2]. Group 1: Data Center Electricity Consumption - Data centers are becoming major electricity consumers, with an estimated electricity consumption of 142 TWh in 2024, accounting for 3.6% of total U.S. electricity consumption [2]. - By 2030, data center electricity consumption is projected to reach 323 TWh, exceeding 8% of total consumption [2]. Group 2: Grid Connection Challenges - The high load density and volatility of electricity demand from data centers are creating significant grid connection challenges, with some areas experiencing long wait times for grid connection, such as Texas with up to 11 years [1][2]. - As of the end of 2024, there are 34.7 GW of operational data centers in the U.S., with an additional 100 GW of projects waiting for grid connection [2]. Group 3: Energy Storage Systems - The implementation of energy storage systems can reduce grid connection capacity and smooth out power fluctuations, facilitating faster grid connection for data centers [1][3]. - By 2030, data centers are expected to drive U.S. energy storage demand between 122-245 GWh [2][3]. - Energy storage systems can also help data center operators achieve climate goals and reduce electricity costs, as electricity expenses account for over half of their operating costs [3]. Group 4: Investment Opportunities - Companies to watch in the energy storage and data center space include Sungrow Power Supply (300274.SZ), Canadian Solar (688472.SH), Trina Solar (688599.SH), Kehua Data (002335.SZ), Hiberion (688411.SH), Xidian New Energy (603312.SH), and Shenghong Technology (300693.SZ) [3].

近期， 海博思创在EMEA（欧洲、中东、非洲）储能市场实现重要突破，接连 在希腊、爱沙尼亚、 立陶宛、科特迪瓦与津巴布韦五国新增储能项目 ，以定制化解决方案精准对接区域能源需求，进一 步完善全球化战略布局，为当地能源结构转型注入强劲动力。 希腊 签约45MWh 项目，叩开南欧市场大门 海博思创与希腊客户正式签署45MWh电网侧独立储能电站项目合作 ，标志着公司成功打开南欧市场大 门，在南欧地区落地首个大型储能项目。 该项目将直接参与希腊电力市场交易，通过峰谷套利、调频辅助服务及容量机制实现多重收益，有效提 升电网灵活性与供电可靠性。 海博思创将提供从直流侧到交流侧的全系统解决方案，覆盖设备供应、 系统集成、调试并网与后期运营支持等全周期服务，全力保障项目高效投运与市场化运营。 此项目客户是希腊领先的综合可再生能源企业，长期致力于太阳能、风能等清洁能源项目的开发与运 维。此次合作充分体现了国际市场对海博思创技术实力与服务能力的高度认可。 爱沙尼亚、立陶宛 进军波罗的海，强化区域调节能力 海博思创在爱沙尼亚、立陶宛相继落地7MWh、20MWh、5MWh电网侧储能项目 ，提供储能系统设 备，为波罗的海地区能源转型注 ...

Core Viewpoint - The photovoltaic and energy storage industries are experiencing significant growth, with strong stock performance and increasing demand for energy storage solutions, particularly in China [1] Group 1: Industry Performance - The photovoltaic industry saw a strong afternoon rally, with notable stock increases: DeYue Co. up over 7% and Sunshine Power up over 3% [1] - The China Securities Index for the photovoltaic industry rose by 3.1%, while the National Securities New Energy Battery Index increased by 1.1% [1] Group 2: Market Data - According to the China Chemical and Physical Power Industry Association, global energy storage cell shipments reached 246.4 GWh in the first half of the year, marking a year-on-year increase of 115.2% [1] - The top ten companies in the energy storage sector are all based in China, with domestic companies accounting for over 94% of global energy storage lithium battery shipments [1] Group 3: Future Outlook - The current expansion pace suggests a concentrated production period for overseas capacity from 2026 to 2028 [1] - Open Source Securities indicates that the photovoltaic industry has achieved positive results in reducing internal competition, with upstream segments expected to significantly reduce losses in the third quarter [1] - The energy storage sector is experiencing robust supply and demand dynamics, with a strong domestic and international demand resonance, leading to a continued increase in battery prices [1] Group 4: Index Insights - The China Securities Index for the photovoltaic industry includes leading companies across the entire supply chain, covering materials such as silicon, wafers, battery cells, modules, inverters, and brackets, which may benefit from the industry's positive trends [1] - The National Securities New Energy Battery Index focuses on the core energy storage battery supply chain, with energy storage systems accounting for approximately 65%, likely benefiting from the strong supply and demand dynamics [1]

展望后市，东吴证券指出，储能领域在国内容量补偿等电价机制逐步出台的背景下，大储需求持续超预 期，供应呈现紧张态势；美国市场在政策推动下抢装动能强劲，叠加数据中心储能需求爆发，欧洲户储 去库完成后出货恢复，工商储与新兴市场共同推动全球储能装机量保持高速增长。锂电方面，电动车销 量稳步回升，叠加储能需求拉动，电池出现供不应求，排产持续提升，部分关键材料已进入涨价周期， 产业链盈利修复可期。同时，固态电池等下一代技术的中试验证线将于未来一年密集落地，产业化进程 加速推进。 （文章来源：每日经济新闻） 11月3日午后，A股三大指数全线翻红，创业板新能源ETF华夏（159368）午后震荡回升，小幅上涨 0.32%。盘面上，该ETF持仓股天华新能涨超13%，盛弘股份、阳光电源等涨超6%。截至14：20，创业 板新能源ETF华夏（159368）超8500万元，位居同类产品第一。 创业板新能源ETF华夏（159368）是全市场跟踪创业板新能源指数的规模最大ETF基金。创业板新能源 指数主要涵盖新能源和新能源汽车产业，涉及电池、光伏等多个细分领域。创业板新能源ETF华夏 （159368）弹性最大，涨幅可达20cm；费率最低，管 ...

Investment Rating - The report maintains an "Outperform" rating for the renewable energy sector, indicating a positive outlook compared to the broader market [2]. Core Insights - The report highlights that major companies in the energy storage sector have shown impressive Q3 performance, with significant year-on-year profit growth [7]. - The photovoltaic sector has seen a sequential improvement in profitability, although challenges remain due to market pressures [28][29]. - The wind energy sector is experiencing robust growth, particularly with significant overseas contracts being secured [6][25]. Summary by Sections Wind Energy - Goldwind Technology has signed a contract for a 3GW wind power project in Saudi Arabia, providing a full lifecycle solution from equipment to operation [6][11]. - The wind index increased by 1.12% in the week of October 27-31, outperforming the CSI 300 index by 1.55 percentage points, with a current PE TTM of 26.07 [12][13]. - The report emphasizes the competitive advantage of domestic large-capacity wind turbine models in international markets [11][25]. Photovoltaic - Major photovoltaic companies reported Q3 losses, but with a reduction in losses compared to previous quarters; Longi Green Energy reported a loss of 830 million yuan, a reduction of 300 million yuan [28][27]. - The photovoltaic equipment index rose by 8.65%, outperforming the CSI 300 index by 9.08 percentage points, with a current PE TTM of 48.20 [30]. - The improvement in profitability is attributed to stabilized prices in the photovoltaic supply chain and a reduction in inventory impairment losses [28][29]. Energy Storage & Hydrogen Energy - Major energy storage companies reported strong Q3 results, with Sunshine Power's net profit increasing by 56.34% year-on-year [7]. - The report notes that the domestic energy storage market is expected to grow significantly, with a projected market size of approximately 800GWh over the next three years [7]. - The global energy storage market is anticipated to grow at a rate of 40-50% by 2026, indicating strong demand in both domestic and international markets [7].