文 | 中关村储能产业技术联盟 1月22日， CNESA DataLink 2025年度储能数据发布暨储能国际峰会暨展览会2026新闻 发布会 在北京举行。产业链企业以及关注储能行业的权威媒体欢聚一堂，共同回望过 去，展望未来。 中关村储能产业技术联盟理事长、 中国科学院工程热物理研究所所长/研究员 陈海生 会议期间， 中关村储能产业技术联盟理事长、中国科学院工程热物理研究所所长/研究员 陈海生 代表联盟，对2025年新型储能产业发展情况进行了全面总结，并展望了2026年发 展趋势。 中关村储能产业技术联盟秘书长，刘为 图2：中国新型储能累计装机规模（单位：GW） 数据来源：CNESA DataLink全球储能数据库 中关村储能产业技术联盟秘书长刘为 汇报了第十四届储能国际峰会暨展览会ESIE 2026的 筹备情况。 本届ESIE将实现全面价值升级，核心是打造一个真正的"储能生态展"，不止 于汇聚流量，更致力于创造产业价值——通过精准资源匹配、深度内容服务和长效生态链 接，构建一个赋能储能企业全生命周期增长的平台。 同时站在十五五独立储能市场化转型关键节点，面对区域市场政策差异加剧，产业决策挑 战加大。 联盟 ...

Core Insights - A new energy company, founded in January 2025, achieved a valuation of $15 billion by December, despite having zero revenue and a loss of $350 million, primarily supported by the Project Matador microgrid [1] - Project Matador, located in Texas, aims to create the world's largest off-grid energy hub, integrating nuclear, natural gas, and solar energy to form a self-sufficient HyperGrid™ with a capacity of 11GW [3][4] Market Dynamics - The energy demand in the U.S. AIDC sector is undergoing structural changes, yet Chinese energy storage companies have not fully capitalized on this shift [6] - The U.S. market remains largely untapped by Chinese equipment manufacturers, with most local companies like Tesla and Fluence dominating the energy storage space [6][7] Microgrid Adoption - Microgrids are becoming the first choice for AIDC projects in the U.S. due to the lengthy approval process for connecting to the public grid, which can take 5-7 years [10][11] - The rising electricity prices and the political implications of data centers competing for power have led many companies to bypass public grids and establish self-sufficient microgrids [12][13] Energy Supply Solutions - Three main energy supply solutions have emerged for AIDC projects: 1. Gas turbine + storage for rapid deployment [17] 2. Nuclear/gas base + solar storage for long-term projects [19][21] 3. Over-provisioned solar + long-duration storage for off-grid operations [26][28] Opportunities for Chinese Companies - The shift in the U.S. AIDC market towards self-built microgrids presents new opportunities for Chinese energy storage companies to engage directly in power supply design and system stability [38][39] - Chinese firms have proven experience in large-scale system integration and long-duration storage, which are currently in high demand in the U.S. market [41][42] - The microgrid model allows for a more focused entry point for Chinese companies into the U.S. market, as it does not require deep involvement in the broader electricity market [43][45]

Core Viewpoint - The article highlights the efforts of Tai'an City in Shandong Province to enhance the national unified market by implementing various strategies, including cross-departmental collaboration, a comprehensive factor guarantee system, and problem management through a checklist approach. Group 1: Unified Market Basic System - The implementation of a negative list system for market access is underway, with Tai'an City developing a new management model for internet rental bicycles, which has been recommended to the national level [2] - Fair competition regulations are being strictly enforced, with 27 city-level policy measures reviewed and 50 modification suggestions made, promoting Tai'an's experience in fair competition at the national and provincial levels [2] - The credit system is being deepened, with plans to complete the restoration of 1,289 cases of corporate credit by 2025, while achieving a dynamic clearance of government agency credit issues for five consecutive years [2] Group 2: Unified Market Infrastructure - The promotion of a multimodal transport "single document" pilot is being deepened, with the implementation of a dedicated railway line project for Tai'an City Logistics Company, leading to improved logistics information levels [3] - The ratio of social logistics costs to GDP in Tai'an City is 14.2%, indicating ongoing efforts to reduce overall logistics costs [3] - The completion of the Grand Canal and Qinghe River channel project has positioned Tai'an Port as the second inland port in the province capable of handling 10,000-ton trains [3] Group 3: Unified Government Behavior Standards - A thorough cleanup of market access barriers is being conducted, with over 20 policy documents related to market access reviewed [5] - Significant progress has been made in addressing issues in the bidding and tendering sector, with five practices from Tai'an being promoted across the province [5] - A review of investment attraction policies has led to the identification and elimination of 13 potentially obstructive clauses in policy documents [5] Group 4: Unified Market Supervision and Law Enforcement - A total of 26 annual key administrative inspection plans and 6 drug-related inspection plans have been published, along with 77 enterprise-related inspection items [6] - Four special evaluations of administrative penalties involving enterprises have been conducted, with 26 cases reviewed for legal compliance [6] Group 5: Unified Factor Resource Market - Efforts to strengthen energy resource guarantees have led to the establishment of a "storage city" with over 5.8 million kilowatts of energy storage capacity under construction or operation, ranking first in the province [7] - Tai'an City has successfully been approved for a pilot project for the comprehensive construction of a data factor zone in the cultural tourism sector [8] Group 6: Continuous Expansion of Opening Up - The "Tai Mountain Brand Global Tour" has been launched, with 400 enterprises participating in 76 domestic and international exhibitions [10] - The "cross-border e-commerce + industrial belt" initiative has led to the cultivation of over 100 new cross-border e-commerce B2B enterprises, with a total cross-border e-commerce volume of 12.88 billion yuan, reflecting a growth rate of 27.8% [10] - Over 30 various matching activities have been held to enhance foreign trade service levels, achieving more than 3 million yuan in domestic sales [10]

Core Viewpoint - The article discusses the second bidding results for the EPC (Engineering, Procurement, and Construction) contract of the Wuliangye Industrial Park energy storage station project, highlighting the competitive pricing and the details of the bidding process [1][2]. Bidding Results - The bidding participants included several joint ventures and companies, with bid prices ranging from 0.7139 to 0.7318 yuan/Wh [1][2]. - The specific bids were as follows: - China Railway Eight Bureau Group and Sichuan Electric Power Design Institute: 0.7289 yuan/Wh - China State Construction Engineering Corporation and China State Construction Zhonghuan New Energy: 0.7234 yuan/Wh - China Railway Eleventh Bureau Group and Zhongzhuan Engineering Design: 0.7318 yuan/Wh - Sichuan Yineda Construction Engineering: 0.7139 yuan/Wh - Kuai Bu Times (Fujian) New Energy Technology and Zhongtu Design: 0.7313 yuan/Wh - Zhongzhou Hanyuan Construction: 0.7285 yuan/Wh [2]. Project Scope - The project involves the construction of a 10MW/20MWh energy storage station, including design, equipment supply, installation, and related administrative procedures [3]. - The scope includes the procurement of two battery cabins, two energy storage conversion and boosting units, and various systems for energy management and safety [3]. Operational Requirements - The energy storage station will require operation and maintenance services for a minimum of two years after commissioning [4]. - The project has a total investment of 16 million yuan, with a construction period of 90 calendar days [3]. Previous Bidding Attempt - The project previously failed to attract enough bidders, resulting in a failed bid due to fewer than three submissions [5][6].

Core Viewpoint - China Huadian Group Co., Ltd. has announced a framework procurement tender for lithium iron phosphate electrochemical energy storage systems, with an estimated capacity of approximately 12 GWh [1]. Group 1: Tender Details - The tender includes the supply and installation guidance for lithium iron phosphate electrochemical energy storage systems with battery single capacity of ≥314Ah and a warranty period of 5 years [1]. - The actual procurement capacity may vary, with a maximum deviation of 20% from the estimated capacity [1]. - Bidders must have at least one project with a capacity of ≥200 MWh or a cumulative contract performance of no less than 2000 MWh for projects with a capacity of ≥10 MWh from January 1, 2024, to the bid deadline [1][5]. Group 2: Bidder Qualifications - Bidders must be legally registered independent entities in China, capable of bearing civil responsibilities and entering contracts [5]. - Bidders must not be in a state of production suspension, bankruptcy, or have their business licenses revoked [5]. - Bidders must not be listed as serious violators of trust by market supervision authorities or on the "Credit China" website during the evaluation period [5][6]. Group 3: Submission and Opening of Bids - The deadline for bid submission is February 11, 2026, at 09:00, and bids must be submitted electronically through the designated platform [11]. - The opening of bids will also occur electronically on February 11, 2026, at 09:00, with the process recorded for archival purposes [12].

Core Viewpoint - The construction of the Hai Chen Energy Storage Project in Heze is a significant step towards establishing a long-duration energy storage manufacturing base, which is crucial for achieving carbon neutrality and supporting energy transition [1][2]. Group 1: Energy Storage Industry - The Hai Chen Energy Storage Project is set to begin equipment installation in Q1 2023 and aims for trial production in Q2 2023, marking a breakthrough in long-duration energy storage manufacturing in Heze [1]. - Long-duration energy storage is essential for balancing electricity supply and demand, particularly in renewable energy generation, addressing the intermittency and volatility of sources like wind and solar [1][2]. - The project is expected to create a comprehensive energy storage industry chain in Shandong, integrating material research, battery production, system integration, and battery recycling [2]. Group 2: Industrial Development in Heze - Heze is actively promoting the development of 10 key industrial chains, with the new energy sector showing rapid growth, which is vital for enhancing the competitiveness of the renewable energy industry [2][3]. - The government has reported significant investments in key projects, with 34 projects completing investments of 18.4 billion yuan, indicating a robust industrial foundation and growth in various sectors, including high-end chemical and biopharmaceutical industries [3]. - The focus on industrial chain expansion and integration is expected to solidify Heze's industrial economy, providing a strong foundation for high-quality development [3][4]. Group 3: Future Development Plans - The government has outlined a clear development path for the 14th Five-Year Plan, emphasizing the need for industrial transformation and the strengthening of key industrial chains [4]. - Future initiatives will focus on intelligent manufacturing, green manufacturing, and service-oriented manufacturing, aiming to build a modern industrial system that reflects Heze's unique characteristics and advantages [4].

Core Viewpoint - The article highlights significant investments in the new energy sector, particularly by the State Grid, which is expected to reach a historical high of 4 trillion yuan under its "14th Five-Year Plan" [1]. Investment Trends - The ChiNext New Energy ETF (159387) opened with a gain of over 1.4% and has seen a net inflow of over 100 million yuan for four consecutive days [1]. - The State Grid's investment aims to drive high-quality development in the new power system industry through effective investment expansion [1]. - Southern Power Grid reported a 20% year-on-year increase in fixed asset investment for the first quarter [1]. Storage Sector Insights - Global energy storage system shipments are projected to reach 498 GWh by 2025, marking a 99% year-on-year increase [1]. - Germany is expected to have a cumulative energy storage capacity of nearly 25 GWh by 2025, with large-scale battery storage installations increasing by 60% [1]. - In the United States, new energy storage installations are anticipated to add 5.3 GW/14.5 GWh in the third quarter of 2025, reflecting year-on-year growth of 31% and 38% respectively [1]. Lithium Battery Developments - By 2025, battery production is forecasted to reach 1,756 GWh, representing a 6% year-on-year increase [1]. - Solid-state battery technology is expected to enhance performance in space energy applications, with dry electrode technology contributing to these advancements [1]. Index and ETF Information - The ChiNext New Energy ETF (159387) tracks the Innovation Energy Index (399266), which has a daily price fluctuation limit of 20% [1]. - The index focuses on technology innovation companies in the new energy sector, including clean energy, new energy vehicles, and energy storage technologies [1]. - It emphasizes selecting listed companies with high growth potential and technological innovation capabilities to reflect the overall performance and trends in the new energy industry [1].

"大家一定要细致，每台主要设备都要巡检到！尤其是现在温差特别大，在巡检过程中如果发现有异常情况，一定 要第一时间报告。还有要对站内各种充油设备的油位和充气设备气压进行重点检查，半点不能马虎！"早上的班前 会上，电站运维班组班长张伸手拿设备巡检记录细致地做着工作安排。张伸今年38岁，带领的班组一共5人，都是 才参加工作没几年的大学生，队伍虽然年轻，但在"师带徒"模式培养下，每个人都可以独当一面。 西藏开投色尼达嘎普独立构网型储能电站 一阵叮咛后，按照任务分工，组员顿珠杰布和拉珍为一组开始了一天的设备巡检工作。为抵御零下20℃的低温寒 风，顿珠杰布和拉珍将脸部捂上了厚厚的面罩，拿上测温仪和记录本等工具便出发了。室外的冷风无孔不入，顺 着衣服和面罩的缝隙就钻了进来，两人的耳朵和整张脸都冻得通红，每一次呼吸都会让鼻腔生疼。虽然巡检的路 线和项目如往常一样，但每次发现的问题却是不尽相同。这次的巡检中，顿珠杰布和拉珍发现了18号箱变熔断器 室处有滴油情况，汇报、办票、操作、仔细查找漏油点位、临时处理、再汇报、再操作……上午十点巡检时发现 问题，一直到下午六点才完成了消缺工作，站内沥青路面反射的夕阳光记录下了他们一天忙碌的 ...

Group 1 - GuoXia Technology (02655) saw its stock price increase by 3.97%, reaching HKD 57.60, with a trading volume of HKD 23.72 million [1][5] - A strategic cooperation agreement was signed between ShangNeng Electric and GuoXia Technology, focusing on enhancing collaboration in the energy storage sector for market expansion and project promotion [1][5] - The Hong Kong Stock Connect is set for a new round of adjustments, with results expected to be announced on February 20 and effective from March 9, with GuoXia Technology likely to be included in the list of eligible stocks [1][5]

Core Viewpoint - Guoxia Technology (02655) saw a morning increase of over 4%, currently up 4.24% at HKD 57.75, with a trading volume of HKD 16.54 million [1] Group 1: Strategic Cooperation - Recently, Sunwoda Electric (300827) and Guoxia Technology signed a strategic cooperation agreement at Sunwoda's headquarters [1] - The agreement aims to leverage each company's strengths to deepen collaboration in the energy storage sector, focusing on market expansion and project promotion [1] - The partnership is expected to enhance global brand influence and support the transition to a greener and more sustainable energy structure worldwide [1] Group 2: Market Developments - The Hong Kong Stock Connect is set for a new round of adjustments, with results expected to be announced on February 20 and to take effect from March 9 [1] - According to a report by Industrial Securities, 48 Hong Kong stocks are anticipated to be included in the Stock Connect list, with Guoxia Technology likely to be among them [1]