Group 1 - The article highlights that several energy storage companies have secured significant orders, totaling over 4GWh, indicating a growing demand in the energy storage sector [1] - Dongfang Risen has announced a new order for 100MWh of commercial energy storage, following a previous 3GWh order from WEG in Brazil, showcasing its expanding market presence [2][4] - Wuhan Tianyuan has signed an investment agreement for two grid-side energy storage projects totaling 600MWh, with a total investment of approximately 600 million yuan, indicating strong governmental support for energy storage initiatives [5][7] Group 2 - Allye Energy has received its largest procurement order to date for five MAX500 battery storage systems, which are designed for the construction industry, highlighting innovation in energy storage solutions [8]

Core Viewpoint - The company, Nandu Power (300068), is undergoing a potential change in control and is planning to sell its lead recycling segment, which has led to a temporary suspension of its stock trading starting December 12, 2025 [1][3]. Group 1: Company Announcement - Nandu Power announced that it received notifications from its major shareholders regarding the planning of a change in control and the sale of its lead recycling segment [1]. - The company has not yet signed any agreements, and discussions regarding specific transaction plans are ongoing [1]. Group 2: Stock Suspension Details - The stock of Nandu Power will be suspended from trading for up to two trading days to ensure fair information disclosure and protect investor interests [3]. - The company will fulfill its information disclosure obligations in accordance with legal regulations during the suspension period [4]. Group 3: Business Overview - Nandu Power focuses on the development and application of energy storage technologies and products, providing lithium-based products and services across various sectors, including new energy storage and communication [4]. - The company has established a comprehensive ecosystem around energy storage, covering the entire industry chain from lithium battery manufacturing to resource recycling [4]. Group 4: Financial Performance - In the first half of the year, Nandu Power reported revenue of 3.923 billion yuan, a year-on-year decrease of 31.67%, with lead recycling product revenue dropping by 72.33% to 759 million yuan [4]. - The decline in revenue is attributed to the company's strategic transformation and a voluntary reduction in lead recycling operations [5]. - For the first three quarters, the company reported revenue of 5.911 billion yuan, a year-on-year decrease of 24.80%, primarily due to ongoing strategic adjustments and reduced output in the recycling segment [5].

新能源板块今日高开低走，指数层面，中证新能源指数、中证上海环交所碳中和指数均下跌0.4%，中证光伏产业指数下跌1.1%，国证新能源电池指数下跌 1.2%，资金逆势加仓，储能电池ETF（159566）全天净申购达1600万份。Wind数据显示，截至昨日，该ETF周内"吸金"超3亿元。 光大证券表示，政策端明确支持储能、氢能的发展，强调市场化调节机制和氢氨醇统筹规模化建设是后续推动储能获得合理收益的重要调节手段；工信部提 出综合整治"内卷式"竞争，产业链整体的盈利水平有望持续修复。展望2026年，国内独立储能招标预计延续2025年高景气水平。 该指数聚焦储能领域,由 50只业务涉及电池制造、 储能电池逆变器、储能电池 系统集成、电池温控消防等 领域的公司股票组成,有望 受益于未来能源发展机遇。 �日 该指数涨跌 -1.2% 光伏ETF易方达 跟踪中证光伏产业指数 该指数聚焦的光伏是代表 性较强的未来能源之一, 由50只产业链上、中、下 游具有代表性的公司股票 组成。 �日 该指数涨跌 -1.1% 碳中和ETF易方达 ( NO. 跟踪中证上海环交所碳中和指数 每日经济新闻 ...

这场"发电狂欢"与"消纳困境"的矛盾背后，指向一个核心命题：新能源的波动性需要长时储能来驯服。 作者 | 贝隆行业研究 "到2030年，全球可再生能源发电装机容量将翻番，增加4600GW。" 国际能源署（IEA）在《2025年可再生能源：到2030年的分析与预测》中描绘了一幅可再生能源高歌猛进的宏大图景，光伏、风能作为可再 生能源的主要组成部分，无疑是这场能源"狂欢"的主角。 但与此同时，风光占比的快速增长给电网系统带来了严峻挑战。国际能源署在报告中指出，到2030年，间歇性可再生能源将供应全球近30% 的电力，是当前水平的2倍。若缺乏有效的平抑手段，"弃风弃光"现象无疑会愈演愈烈。 "当前中国弃风弃光现象与电力紧缺矛盾并存，根源在于缺乏能够长时间平抑能量波动的储能技术。"中国科学院院士赵天寿的论断，道出了行 业共识。 业内普遍认为，当新能源发电占比超过20%时，4小时以上长时储能将成为刚需；占比突破50%后，8小时以上长时储能必不可少。 那么，企业究竟如何破局？带着这个问题，笔者对海辰储能进行了调研。笔者发现，这家被称为"锂电长时储能创领者"的企业，早已开始了相 关布局，为行业提供一个兼具技术可行性与商业落 ...

Core Insights - The 2025 AI+ Conference held in Beijing focused on the theme "AI Next Decade: Scene-Driven × New Quality Engine," highlighting the integration of AI in various industries [1] - Haibo Sichuang won the "AI 100 Application Benchmark" award for its "Intelligent Platform for the Full Lifecycle of Energy Storage Systems," showcasing a practical example of AI integration in the energy sector [1] Group 1: AI Integration in Energy Sector - The platform aims to achieve full-process intelligence in large-scale electrochemical energy storage plants by integrating AI, big data, and multi-agent optimization technology [1] - Key objectives of the platform include safety, efficiency, longevity, and high returns, supporting the digital and intelligent operation and decision-making of energy storage assets [1] Group 2: Operational Efficiency and Market Participation - The platform enhances operational efficiency of energy storage systems by 3%-5%, reduces auxiliary energy consumption by 15%-20%, and lowers operational costs by over 30% [2] - It enables energy storage systems to participate in multiple market self-scheduling, maximizing revenue through price prediction and interval optimization using deep learning and reinforcement learning [2] Group 3: Future Directions - Haibo Sichuang emphasizes that the future of AI lies not in chasing technological trends but in deeply rooting itself in industrial applications [2] - The company plans to continue leveraging intelligence as a driving force to innovate in the energy sector, promoting a safer, more efficient, and sustainable energy system [2]

（来源：储能网） 中国储能网讯： 中标公示 1、山西晋城400MW/800MWh独立储能电站项目EPC中标候选人公示 12月9日，新建西河底镇三泉400MW/800MWh独立储能电站项目EPC总承包中标候选人公示。中标候选人第一名为中国电建集团江西省电力建设有限公 司，第二名为中国能源建设集团湖南省电力设计院有限公司，第三名为中国电建集团重庆工程有限公司。 2、电芯0.29-0.35元/Wh！13家企业入围华能8GWh储能框采！ 12月10日，中国华能发布华能清能院2025-2026年度储能框采候选人结果公示，其中1GW/2GWh储能电池框采：楚能新能源、天合储能、宁德时代三家企 业入围，报价范围约0.29-0.35元/Wh；2GWh储能直流舱物料及代集成：东方旭能、比亚迪、中车株洲所、许继电科储能、智光储能入围，五家报价为 0.381-0.411元/Wh；0.55GW/2GWh高压直挂储能系统集成代加工：智光储能、中车株洲所、明阳龙源电力电子、新风光、西安西电入围，五家报价为 0.193-0.257元/Wh； 0.7GW/2GWh交直流一体舱物料及集成代加工：中车株洲所、智光储能、东方旭能、海博思创、平高储 ...

2026 年储能重点关注五大变化 报告要点 展望 2026 年，储能行业短期景气度有望延续，长期成长空间依然广阔，建议 重点关注以下五大变化： 变化一：各省电力现货峰谷价差走势 证券研究报告 [Table_ | 行业深度First] 综上，我们认为当前影响行业发展的积极因素多于潜在风险，有理由对 2026 年全球储能行业的增长保持乐观。从装机口径，我们预计 2026 年全球储能新 增装机 388gwh，同比增长 45%；从出货量口径，我们预计 2026 年全球储能 电池出货量 825gwh，同比增长 39%。 电力现货市场峰谷价差是比招标数据更为前瞻的景气度跟踪指标，2026 年应 重点关注。根据 394 号文要求，截至 2025 年底，全国绝大部分省份电力现货 市场已进入长周期/连续结算试运行。各省现货峰谷价差直接反映当地新能源 消纳情况与系统调节需求，未来电力现货市场将成为指挥棒，短期应优先建 设储能还是光伏，将由市场供需与价格机制决定。 变化二：各省储能容量补偿机制推进情况 容量补偿有望成为独立储能电站仅次于现货市场收入之外的第二大收入来 源，其落地进度将对国内储能建设节奏产生重要影响，2026 年应重 ...

每经头条（nbdtoutiao）——专访管涛：美国政府经济贸易政策正逐渐动摇美元本位国际货币体系，利 多因素下人民币汇率有可能破7 每经AI快讯，宝光股份（SH 600379，收盘价：11.52元）12月11日晚间发布公告称，陕西宝光真空电器 股份有限公司董事会于2025年12月10日收到公司副总经理彭大鹏先生的书面辞职报告，彭大鹏先生因个 人原因申请辞去公司副总经理职务，辞职后不再担任公司任何职务。 2024年1至12月份，宝光股份的营业收入构成为：电气装备行业占比61.79%，储能行业占比22.28%，其 他业务占比15.94%。 截至发稿，宝光股份市值为38亿元。 （记者 王晓波） ...

文 | 中国能建 中国储能产业发展的风向标 第十四届储能国际峰会暨展览会 当地时间12月5日 中国能建国际集团、浙江火电、安徽院 联营体总承包建设的 中亚最大电化学储能项目 乌兹别克斯坦塔什干光储项目储能站 首次并网成功 开始服务乌兹别克斯坦电网 项目是由ACWA Power与乌兹别克斯坦能源部开发的IPP项目，位于乌兹别克斯坦首都塔 什干东北郊区30公里处， 新建一座334兆瓦/500兆瓦时储能电站 以及配套建设220千伏 升压站、220千伏电缆出线及对侧站(部分二次通信改造)。 作为中国能建践行共建"一带一路"倡议和深化国际产能合作的标志性成果， 项目 建成后， 单次充电最大可存储77万度绿电，按照85%充放电效率考虑，在电力供应紧张时期，一次 放电可释放65.45万度电，满足近10万个家庭1天的用电量，每年增加消纳4.1亿度绿电， 相当于减排二氧化碳约34.7万吨，节约标煤约13.9万吨，降低碳排放与环境污染，助力乌 兹别克斯坦实现气候承诺，改善生态环境与居民生活质量，推动能源结构绿色转型。 ESIE 2026 时间： 202 6年4月1 - 3日 地点： 北京·首都国际会展中心 相关阅读 2025中国 ...

Core Viewpoint - XINWANDA's 314Ah energy storage cell has become the first product in the battery industry to receive EPD International environmental product declaration certification, showcasing its leadership in lifecycle management and green low-carbon manufacturing [2][5]. Group 1: Product and Certification - The 314Ah energy storage cell is a core product in XINWANDA's energy storage cell family, recognized for its safety, high energy density, and long cycle life, aiming to rank among the top ten global shipments of energy storage cells in China by 2025 [4]. - The successful EPD certification confirms XINWANDA's comprehensive competitiveness in technology and green manufacturing, covering the entire lifecycle environmental impact from raw material acquisition to end-of-life [5]. Group 2: ESG Commitment and Future Plans - The certification is not only a recognition of the 314Ah product's strength but also a significant achievement in XINWANDA's commitment to ESG principles, supported by a family of energy storage cells including 102Ah, 280Ah, 314Ah, 588Ah, and 684Ah [5]. - XINWANDA plans to expand the coverage of the EPD system across its energy storage cell product matrix and promote the standardized application of environmental declarations in the industry, contributing to global energy transition and clean energy development [6].