温馨提示： 投稿/合作/找圈，请联系hjs-Cindy，13609002797 昨天，行家说储能报道了宁德时代（ 点这里 ）与弘正储能（ 点这里 ）分别斩获东南亚地区储能订单。 今日，行家说储能又获悉了比亚迪、天合光能、东方日升、三星SDI拿下储能订单——天合光能与美国企业 Lightshift Energy部署1GWh电网级储能系统； 比亚迪与Corvus Energy AS签署谅解备忘录； 东方日升与巴西工业巨头WEG签署3GWh的储能系统战略合作协议；三星SDI向美国某能源企业供应磷酸铁 锂电池。 ▋ 天合光能 ：部署1GWh电网级储能系统 近日，天合光能宣布扩大与美国领先的储能系统开发商、所有者和运营商Lightshift Energy（Lightshift）的战略合作伙伴关系。双方计划合作在美国各地 打造超过1GWh的储能项目组合。项目组合将采用天合光能的Elementa 2 Pro储能解决方案。 值得一提的是，此前天合储能和Lightshift此前已有成功的合作，包括2024年在马萨诸塞州格罗顿、霍尔顿和帕克斯顿的四个项目。 此外，天合光能 董事长高纪凡在12月的业绩说明会上透露，截至2025年三 ...

责任编辑：山上 股票频道更多独家策划、专家专栏，免费查阅>> 格隆汇12月10日丨武汉天源(301127.SZ)公布，公司控股子公司武汉天源能源有限公司（简称"天源能 源"）与扬州市江都区小纪镇人民政府拟就投资建设"江都区新纪变电站200MW/400MWh电网侧储能项 目"（简称"新纪储能站项目"）、"太平变电站100MW/200MWh电网侧储能项目"（简称"太平储能站项 目"）签署《投资协议》，前述两个项目总投资约6亿元。 ...

Investment Rating - The report assigns an "Accumulate" rating for the company, marking its first coverage [1][7]. Core Insights - The company is transitioning into a dual-driven growth phase with the launch of its large-capacity aluminum-lead-carbon battery, leveraging over 20 years of experience in the wet metallurgy industry [4][6]. - The company has initiated mass production of its aluminum-lead-carbon batteries in 2025, targeting the energy storage market, which is expected to grow significantly [6][18]. - The report anticipates a substantial increase in revenue and profitability from 2025 to 2027, with projected net profits of -70 million, 142 million, and 326 million yuan respectively [5][7]. Summary by Sections 1. Energy Storage Battery Industrialization - The company has developed a unique aluminum-lead-carbon battery technology, which is set to begin mass production in 2025, marking a significant technological advancement in the energy storage sector [6][18]. - The dual focus on electrode materials and energy storage batteries is expected to drive long-term growth for the company [18][21]. 2. Market Potential and Product Advantages - The aluminum-lead-carbon battery offers longer cycle life compared to traditional lead-carbon batteries and superior discharge duration and safety compared to lithium batteries, making it suitable for long-duration energy storage and peak shaving applications [6][44]. - The company estimates that by 2030, the new installation capacity of aluminum-lead-carbon batteries in China could reach 70 GWh, indicating a robust market opportunity [6][12]. 3. Financial Projections and Valuation - The company is expected to achieve a revenue of 618 million yuan in 2024, with a year-on-year growth rate of 26.3%, and is projected to reach 4.716 billion yuan by 2027 [5][7]. - The report estimates a target market value of 8.26 billion yuan based on mid-term profit projections, reflecting the anticipated growth trajectory of the energy storage segment [7][8]. 4. Production Capacity and Market Expansion - The company has established two production bases, with the Yunnan base already in operation and the Ningxia base expected to commence production in early 2026, facilitating market penetration in various energy storage applications [6][47]. - The company is actively pursuing projects in three main markets: centralized energy storage, commercial energy storage (data centers), and household storage, with initial projects already delivered [6][49].

公告称，该项目与公司已有的10余个垃圾焚烧绿电项目形成协同，进一步夯实"水务治理+固废处置+绿 色能源+高端装备制造"的业务布局，将绿色能源业务从"战略攻坚方向"升级为核心增长极。 智通财经APP讯，武汉天源(301127.SZ)公告，公司控股子公司武汉天源能源有限公司( 简称"天源能源") 与扬州市江都区小纪镇人民政府拟就投资建设"江都区新纪变电站200MW/400MWh电网侧储能项 目"、"太平变电站100MW/200MWh电网侧储能项目"签署《投资协议》，前述两个项目总投资约6亿 元。 项目用地面积共约50亩，一期约30亩，二期约20亩。一期实施江都区新纪变电站200MW/400MWh电网 侧储能项目，计划 2026年开工建设，建设工期为4个月。 二期实施太平变电站100MW/200MWh电网侧 储能项目，计划2027年开工建设，相关实施条件另行签订补充协议。 ...

人民财讯12月10日电，武汉天源（301127）12月10日公告，公司控股子公司武汉天源能源有限公司与扬 州市江都区小纪镇人民政府拟就投资建设"江都区新纪变电站200MW/400MWh电网侧储能项目"、"太平 变电站100MW/200MWh电网侧储能项目"签署《投资协议》，前述两个项目总投资约6亿元。 ...

智通财经APP讯，武汉天源(301127.SZ)公告，公司控股子公司武汉天源能源有限公司( 简称"天源能源") 与扬州市江都区小纪镇人民政府拟就投资建设"江都区新纪变电站200MW/400MWh电网侧储能项 目"、"太平变电站100MW/200MWh电网侧储能项目"签署《投资协议》，前述两个项目总投资约6亿 元。 项目用地面积共约50亩，一期约30亩，二期约20亩。一期实施江都区新纪变电站200MW/400MWh电网 侧储能项目，计划 2026年开工建设，建设工期为4个月。 二期实施太平变电站100MW/200MWh电网侧 储能项目，计划2027年开工建设，相关实施条件另行签订补充协议。 公告称，该项目与公司已有的10余个垃圾焚烧绿电项目形成协同，进一步夯实"水务治理+固废处置+绿 色能源+高端装备制造"的业务布局，将绿色能源业务从"战略攻坚方向"升级为核心增长极。 ...

武汉天源12月10日公告，公司控股子公司武汉天源能源有限公司与扬州市江都区小纪镇人民政府拟投资 建设"江都区新纪变电站200MW/400MWh电网侧储能项目"和"太平变电站100MW/200MWh电网侧储能 项目"，总投资约6亿元，由天源能源自筹资金投资，分两期实施，一期为新纪储能站项目，投资金额约 4亿元；二期为太平储能站项目，投资金额约2亿元。 ...

武汉天源公告，控股子公司武汉天源能源有限公司与扬州市江都区小纪镇人民政府签署投资协议，投资 建设"江都区新纪变电站200MW/400MWh电网侧储能项目"和"太平变电站100MW/200MWh电网侧储能 项目"，总投资约6亿元，分两期实施，一期投资约4亿元，二期投资约2亿元。项目用地共约50亩，土地 价格约为22万元/亩（不含契税）。项目计划2026年开工建设，工期4个月。 ...

天眼查App显示，近日，云南聚合储能科技有限公司成立，法定代表人为郑翔宇，注册资本100万人民 币，经营范围为一般项目：技术服务、技术开发、技术咨询、技术交流、技术转让、技术推广；电池制 造；塑料制品制造；电子专用材料制造；电子专用材料研发；新材料技术研发；电子专用材料销售；软 件销售；电子元器件与机电组件设备销售；储能技术服务；电子元器件批发；电池零配件生产；电子专 用设备销售；电子元器件零售；电池销售；新型膜材料销售；电池零配件销售；货物进出口；技术进出 口；计算机软硬件及辅助设备零售；石墨及碳素制品销售；塑料制品销售；模具销售；日用品销售；新 型膜材料制造；专用化学产品销售（不含危险化学品）；化工产品销售（不含许可类化工产品）。（除 依法须经批准的项目外，凭营业执照依法自主开展经营活动）。 ...

Core Viewpoint - The proposal emphasizes the acceleration of building a new energy system in Yinchuan, focusing on multi-energy complementarity and the integration of supply and demand in energy production and consumption [1] Group 1: New Energy System Development - The plan advocates for a "wind-solar-fire-storage integration" approach to enhance the efficiency of fossil energy utilization [1] - It aims to establish a comprehensive mechanism for the production, supply, storage, and sales of new energy [1] - The promotion of co-development models such as wind-solar co-location and agricultural-forestry solar complementarity is highlighted [1] Group 2: Infrastructure and Technology - Strengthening the construction of power grid infrastructure is a key focus, aiming to integrate distributed energy and microgrids [1] - The development of new energy storage modes, such as electrochemical storage, and the establishment of shared energy storage stations are emphasized [1] - The proposal includes promoting revenue models like "peak shaving compensation" and "capacity leasing" [1] Group 3: Market Operations and Electrification - The plan calls for coordinated advancement of long-term electricity trading, spot markets, and ancillary service market operations [1] - The construction of virtual power plants is proposed to enhance the consumption of green electricity in key industries [1] - Increasing the electrification level of end-use energy is a significant goal [1]