⽂ | 赛唯数字能源 在储能系统快速发展的今天，如何在有限空间内实现高容量部署，成为工商业储能项目的 关键挑战。 赛唯X储霸王以其创新的模块化堆叠架构，在空间效率与安装灵活性上实现双重突破，为 国内外储能部署提供了⾼密度、易安装的解决⽅案，从硬件设计上为全⽣命周期收益奠定基 础。 模块化,占地小：空间效率与安装灵活的双重突 破 赛唯X单台容量836kWh，采⽤创新模块化堆叠架构，相较于传统5MWh集装箱⽅案，单 并⽹点16.MWh＞台集装箱储能，6台X的占地⾯积 减少25% ，极⼤提升了储能系统的 空间利⽤率和部署经济性。该设计从两⼤维度切⼊，灵活应对国内部署与海外出⼝的双重挑 战。 针对国内场景：化解场地限制与施⼯难题 在国内，尤其是中⼩⼯商业储能项⽬常⾯临场地条件复杂、⾯积碎⽚化、布局受限等问题。 传统集装箱因体积固定、布局僵化，难以在空间有限或形状不规则的场地中⾼效排布。此 外，若储能安装点位距离配电房较远，电缆敷设与⼯程施⼯成本将⼤幅增加。 赛唯X的模块化设计，不仅实现了空间的⾼效利⽤，更在安装、运输、调试全链条中体 现 出 极 强 灵 活 性 。 ⽆ 论 是 国 内 碎 ⽚ 化 场 地 ， 还 是 ...

文 | 中关村储能产业技术联盟 2 0 26 年 ， 中 国 储 能 正 式 迈 入 市 场 化 深 水 区 ， 场 景 创 新 成 为 破 解 " 价 值 兑 现 难 " " 供 需 错 配"的核心路径，政策层面亦明确推动储能与多领域应用场景深度融合。 作为全球储能行业年度标杆盛会— 第十四届储能国际峰会暨展览会ESIE 2 0 2 6， 将于 3 月3 1日- 4月3日 在 北京首都国际会展中心 重磅启幕，本届大会以"场景创新 价值重构 全 球共赢"为主题， 升级打造产业生态对接体系 ，精心设置8场主题对接会，深耕核心场景 刚需，推动储能技术与终端用户高效融合，构建全链条价值闭环。 现面向全球储能产业链发出诚挚邀请， 诚邀行业领军者、技术大咖、实战专家共登讲台 ，以洞见引领方向，以案例链接商机，同时吸引全场景优质企业到场听会对接，共筑储能 产业新生态！ 8场主题对接会 01 解锁储能价值新维度 本届ESIE 2026产业生态对接会，打破传统泛化交流模式，以"精准匹配、深度融合"为原 则，打造8场垂直主题专场。各专场精准锚定储能核心应用领域与行业痛点，深耕场景应用 细节，覆盖零碳园区、绿电直联、算力中心、高 ...

Core Viewpoint - Nanyuan Energy is conducting a public tender for the procurement of 2GWh 314Ah lithium iron phosphate battery cells, aiming to select five suppliers for the project [2][3]. Group 1: Tender Conditions - The tender has been approved, and the funding source is self-raised by Nanyuan Energy [3]. - The project is open for domestic public bidding, with a total estimated procurement capacity of 2GWh [4]. Group 2: Project Overview and Scope - The project name is "Nanyuan Energy 2026 First Half 314Ah Battery Cell Framework Procurement" [4]. - The supply content includes lithium iron phosphate batteries (314Ah cells), which must meet specific performance and technical requirements for energy storage system integrators [4]. - The service period for the framework procurement is defined by the earlier of three conditions: six months after the award notification, completion of the procurement volume, or the announcement of the next batch of tender results [4]. Group 3: Bidder Qualification Requirements - Bidders must be registered legal entities in China and capable of fulfilling civil responsibilities [5]. - Bidders must be manufacturers or agents of battery cells, with the ability to independently develop and manufacture lithium iron phosphate energy storage cells or provide authorization documents from manufacturers [5]. - Bidders must have a cumulative supply performance of no less than 2GWh from January 1, 2025, to the bid deadline, including at least one project with a capacity of 400MWh or more [5]. Group 4: Tender Document Acquisition - The tender documents will be available for purchase from February 4, 2026, 17:00 to February 14, 2026, 17:00 [7]. - The price for the tender documents is set at 500 RMB per copy, and no refunds will be provided after purchase [8]. Group 5: Submission of Bids - The deadline for submitting bids is set for March 2, 2026, at 9:30 AM (Beijing time) [9]. - Bids must be delivered to a specified location, and any late or improperly sealed submissions will be rejected [10].

面对这一挑战，厦大研究团队发现，在钠基醚类电解液中，多孔碳负极即便在低电压条件下形成的电解 质界面膜也能让溶剂化钠离子一起进入微小的纳米孔道内进行双电层电容吸附，并且不断增大的工作电 压窗口驱动着溶剂化钠离子发生部分脱溶剂化过程，其平均溶剂化数从2.1逐步降至0.6，从而使孔内的 溶剂化钠离子更贴近碳材料表面，大幅提升了双电层电容电荷存储容量。 因此，在比电容与工作电压窗口的"双重提升"下，多孔碳负极获得了508C/g（即141mAh/g，商业化超 级电容器的电极比容量约为135C/g）的超高比容量，同时保持了超级电容器的充放电速率快、寿命长等 优点。根据这一创新机制，研究团队组装了以多孔碳为负极、磷酸钒钠为正极的混合钠离子电容器软包 电芯，具有40 Wh/kg的能量密度（基于整体电芯的质量），并可在70秒的快速充放电速率下稳定循环 30000圈以上。相比目前市场上已有的锂离子电容器，这种钠离子电容器不需要复杂的预处理步骤，工 艺更简单、成本更低，适合需要快速充放电、长寿命的储能场景。 该研究工作在魏湫龙副教授、彭栋梁教授和大连化物所钟贵明副研究员的指导下完成，厦门大学材料学 院博士生范思成、博士生燕泽锐和硕 ...

Group 1 - SpaceX is planning to expand its Starlink business by launching a Starlink phone and providing direct connectivity services, which is expected to lead the development of 6G communication [1] - The introduction of low Earth orbit satellites is anticipated to significantly enhance the user experience of satellite communication on mobile devices, potentially leading to a market explosion [1] Group 2 - China Telecom and China Unicom have received approval for the commercial application of Beidou short messages, allowing users to send messages via Beidou satellites without changing their SIM cards or phone numbers [2] - A pilot program for the Beidou short message service is set to launch in November 2024 in collaboration with China Mobile [2] Group 3 - Guangdong province has included smart glasses in its subsidy program for consumer electronics, offering a 15% subsidy on products priced up to 6000 yuan, with a maximum subsidy of 500 yuan per item [3] Group 4 - The Chinese Academy of Sciences has made significant breakthroughs in compressed air energy storage technology, with a new compressor achieving a maximum discharge pressure of 10.1 MPa and a power output of 101 MW, reaching international leading levels [4] Group 5 - The World Gold Council reported a record inflow of 18.7 billion USD into global gold ETFs in January 2026, with total assets under management reaching 669 billion USD, marking a historical high [5] Group 6 - BASF has raised TDI prices by 11% in the Asia-Pacific region, indicating a restructuring of the global TDI industry, while China's TDI sector is poised for capacity expansion and export growth due to its competitive advantages [6] Group 7 - Bitcoin's price fell below 70,000 USD, with predictions indicating a 60% chance of it dropping below 55,000 USD, reflecting a significant loss of upward momentum and market confidence [7] Group 8 - The launch of the New Land-Sea Corridor Financial Service Center in Chongqing aims to enhance financial cooperation with ASEAN and establish a comprehensive financial service ecosystem for inland open hubs [8] Group 9 - Guangdong's communication management bureau plans to construct 21,000 new 5G base stations and 26,000 10GPON ports in 2026, emphasizing the importance of network infrastructure and AI opportunities for high-quality development [9]

Core Viewpoint - The article highlights the significant growth of the UK energy storage market, driven by strong collaboration between the UK and China in renewable energy and low-carbon technologies, positioning the UK as a leading player in Europe’s energy storage sector [2][4]. Group 1: UK Energy Storage Market Growth - The UK has become the strongest growth area for energy storage in Europe, with a growth rate of 125% projected for the first three quarters of 2025, surpassing Germany and Italy [2][4]. - The UK aims to achieve a battery storage target of 23-27 GW by 2030, with an annual addition of 4.4 GW, translating to a demand increase of 13 GWh per year [4]. - The capital expenditure for new storage projects in the UK is expected to decrease by approximately 30% from 2022 to 2024, maintaining an internal rate of return (IRR) of over 10% for new projects [4]. Group 2: Long-Duration Energy Storage (LDES) Strategy - The UK has elevated long-duration energy storage to a national strategic level, establishing a legal framework to support its deployment through the Planning and Infrastructure Act of 2025 [5]. - The introduction of an "upper and lower limit" revenue mechanism aims to provide revenue certainty for long-duration storage projects, encouraging large-scale investments [5]. - The stringent technical and market barriers in the UK are filtering out companies with core competencies, as the market demands systems capable of withstanding high-frequency grid fluctuations [5][6]. Group 3: Chinese Companies in the UK Market - Chinese energy storage companies, such as Envision, CATL, and BYD, are emerging as key players in the UK market, with Envision leading in storage orders [6][8]. - In 2025, major Chinese companies are projected to sign energy storage orders totaling approximately 142.53 GWh globally, with Envision securing the largest contracts in the UK [9]. - The competitive landscape in the UK is characterized by a focus on understanding complex power systems and adapting to market rules, where Chinese firms are leveraging their comprehensive capabilities [6][9]. Group 4: Global Expansion of Chinese Energy Storage Companies - Chinese energy storage companies are increasingly expanding their global footprint, with a total overseas order volume of approximately 284.26 GWh expected in 2025, significantly higher than previous years [9]. - Companies like CATL and Envision are planning or have already established deep industrial layouts overseas, with disclosed projects exceeding 30 and total investment budgets surpassing 400 billion RMB [10]. - Envision is noted for its extensive global presence, with production bases in multiple countries, including a significant battery manufacturing facility in the UK [11]. Group 5: Competitive Landscape and Regulatory Challenges - The global competition in the energy storage sector is shifting from commercial competition to regulatory competition, with Western countries implementing policies to increase barriers for Chinese manufacturers [13]. - The EU's initiatives, such as the Net Zero Industry Act and the Critical Raw Materials Act, aim to reshape market dynamics and reduce dependency on external suppliers, impacting the operational landscape for Chinese firms [13]. - Future competition in the global energy storage market will increasingly focus on technological strength, globalization capabilities, and innovative business models [13][14].

Core Viewpoint - The announcement highlights the successful grid connection of the Awati Yuanshui Electric 200,000 kW/800,000 kWh grid-type energy storage project, which is expected to enhance the company's future operating performance [1]. Group 1: Project Details - The project is developed by Awati County Yuanshui Electric Energy Co., Ltd., a wholly-owned subsidiary of Guangdong Yuanshui Electric Energy Investment Group [1]. - The total installed capacity of clean energy projects that the company has put into operation is 5,332.34 MW, which includes 380.50 MW from hydropower, 800.36 MW from wind power, 3,651.48 MW from photovoltaic power, and 500 MW from independent energy storage [1]. Group 2: Future Implications - The grid connection of the energy storage project is anticipated to have a positive impact on the company's future business performance [1].

Core Viewpoint - The 2026 Africa International Solar Energy Exhibition held in Nairobi, Kenya, showcases the significant impact of Chinese renewable energy products on local communities, enhancing quality of life and providing practical solutions to energy challenges in Africa [1][2]. Group 1: Impact of Chinese Renewable Energy - Chinese renewable energy products are improving the quality of life in Kenya, allowing children to study at night and adults to engage in small businesses [1]. - The introduction of solar and storage systems by companies like Ningbo Deye Energy Technology Co., Ltd. enables seamless power switching during outages, reducing fuel costs for local residents [1]. - Chinese companies are focusing on product designs suitable for the African environment, emphasizing features like high-temperature resistance and dust-proof capabilities [1]. Group 2: Local Engagement and Training - Companies are collaborating with universities and organizing competitions to stimulate local interest in renewable energy, fostering participation in installation, design, and entrepreneurship [2]. - The approach of Chinese enterprises to work closely with local industries and labor is positively received in Africa, addressing the need for sustainable development in the renewable energy sector [2]. - Chinese companies are establishing distribution networks and providing training for local distributors and industry participants, playing a crucial role in the development of the renewable energy industry in Africa [2]. Group 3: Future Prospects - The CEO of the Nigerian Renewable Energy Association anticipates that more factories will establish operations in Africa, contributing to training and technical support for sustainable development in the local renewable energy sector [3]. - The tangible changes brought by Chinese renewable energy technology are recognized by local communities, as stable and clean electricity becomes more accessible [3]. - The energy transition in Africa is moving from concept to practice, with Chinese renewable energy industries actively driving and witnessing this transformation [3].

公司动态 经济观察网 程久龙 实习生 雷宇 2月5日，楚能新能源股份有限公司与合肥合孚智慧能源有限公司战略合作签约仪式在楚能全球总部举行。楚能新能源董事长 代德明与安孚科技董事长夏茂青一行深入交流，就深化储能产业合作达成多项共识。 根据协议，双方将充分发挥各自在产业链上的核心优势，构建长期稳定、互利共赢的生态伙伴关系。合孚智能将依托其在海外市场拓展、系统集成及项目交 付方面的综合能力，推动储能项目的全球化布局；楚能作为核心供应商，将提供涵盖户用、工商业及电源侧/电网侧的全场景储能产品，并配备专业技术支 持与服务保障，助力项目高效落地与长期稳定运行。未来两年内，楚能将向合孚智能供应超过5GWh的储能产品，全面支持其国内外市场的应用部署。 ...

Financial Data and Key Metrics Changes - The company's backlog reached a record of $5.5 billion, reflecting a significant increase in U.S. contracting activity driven by the One Big Beautiful Bill Act and rising demand forecasts [7][8] - Q1 2026 revenue was $475 million, representing 14% of the full-year guidance and nearly double the 18% of full-year 2025 revenue earned during Q1 2025 [16] - Adjusted gross profit for the quarter was $27 million, with an adjusted gross margin of 5.6%, below the full-year expectation of 11%-13% [16][17] - Total liquidity at the end of the quarter was approximately $1.1 billion, including $477 million in cash and $617 million available through credit facilities [19] Business Line Data and Key Metrics Changes - The company signed over $750 million of new orders globally during Q1, with more than $500 million from the U.S., indicating strong growth from prior quarters [8][9] - The pipeline increased by approximately $7 billion, or 30%, with the majority of growth coming from the U.S. market [9][22] - The company is seeing growing demand from new customer segments, particularly data centers, with discussions covering 36 GWh of projects [10][11] Market Data and Key Metrics Changes - The U.S. market is expected to represent about half of the total order growth for the year, consistent with previous patterns [8][9] - The company is experiencing an evolution in how customers use battery storage, with new applications emerging from large energy users such as data centers [11][12] Company Strategy and Development Direction - The company is focused on expanding its domestic content strategy and enhancing its supply chain to support growth [12][14] - The management is optimistic about the future of the battery storage market in the U.S., citing a significant opportunity for growth driven by the conversion of EV battery lines into battery energy storage systems (BESS) [31][71] - The company aims to maintain a competitive edge through disciplined execution and innovation, with a focus on meeting customer needs [22][68] Management's Comments on Operating Environment and Future Outlook - Management reaffirmed the fiscal 2026 guidance, supported by greater revenue visibility and confidence in execution [8][20] - The company expects continued margin improvement driven by strong execution, supply chain advantages, and innovation as energy storage demand grows [18][21] - Management expressed confidence in recovering additional costs incurred during the quarter, primarily related to two specific projects outside the U.S. [17][50] Other Important Information - The company successfully resolved two pending legal matters, including a settlement related to the Moss Landing incident and a court dismissal of a $230 million claim related to the Diablo Canyon project [15] - The domestic supply chain is performing well, with cell and module production ahead of schedule and a diversified supplier base enhancing flexibility and cost competitiveness [12][14] Q&A Session Summary Question: Clarification on ASC ownership and resolution - Management emphasized that the main objective with ASC is to ensure access to PFE-compliant cells at competitive terms, and they are confident in ASC's ability to resolve ownership issues without company involvement [28][29] Question: Competitive environment and data center opportunities - Management noted that while competition is present, the landscape has diversified, and they remain optimistic about the U.S. market's growth potential [33][35] Question: Data center pipeline conversion and timing - Management indicated that none of the new data center projects have been converted to backlog yet, but they expect some movement in the second half of the year [42][44] Question: Incremental costs and recovery plans - Management explained that the $20 million in additional costs were due to scope changes in two non-U.S. projects, and they plan to recover these costs through contracts with customers [47][50] Question: Margin pressures and competitive landscape - Management confirmed that they do not foresee major changes in competitiveness or tariffs affecting their outlook for 2026 [55][58] Question: Vertical integration and M&A opportunities - Management stated that they do not see a strong need for vertical integration at this time, as they can work effectively with contracted manufacturers [114]