温馨提示： 投稿/合作/找圈，请联系hjs-Cindy，13609002797 100MWh，又一企业在东南亚拿下储能新订单。 12月7日，弘正储能与越南企业AISEN在胡志明市正式签署战略合作及100MWh储能协议。 ▋ 10 0MWh储能协议！力拓东南亚市场 此次与越南企业AISEN的合作，是弘正储能借助本地企业的渠道和市场能力、实施东南亚储能市场本地化战略的重要一步。 双方将构建覆盖产品、服务与市场资源的全链条能源应用生态，提供"安全、高效、可持续"的储能解决方案。 | 2025年弘止储能部分储能订单/项目 | (按弘正储能披露排序-从晚到早) | | --- | --- | | 项目所在地 | 订单/项目 | | 越南 | 与AISEN签署战略合作及100MWh储能协议 | | 中国广东 | 东莞铭普光磁股份有限公司成功投运1.044MWh工商业储能项目 | | 新加坡 | 工地柴储微网项目 | | 缅甸 | 酒店光储柴微网项目 | | 立陶宛 | 工商业储能项目 | | 赞比亚 | 离网光储项目 | | 刚果(金) | 光储柴微电网项目 | | 捷克 | 捷克首都布拉格交付首个运动场馆储能项目 | ...

Core Viewpoint - The article discusses the draft implementation details for promoting green electricity direct connection projects in Sichuan Province, aiming to leverage the region's clean energy advantages and accelerate the development of related support measures [9][12]. Group 1: General Principles - The implementation details apply to green electricity direct connection projects within the administrative region of Sichuan Province, focusing on new energy sources such as wind, solar, and biomass, excluding existing hydropower and other renewable sources [13]. - The development goal is to meet the green energy needs of various enterprises while ensuring the stability of the public power grid and fair market operations [13]. Group 2: Basic Requirements for Green Electricity Direct Connection Projects - Projects must scientifically determine the types and scales of new energy sources based on load characteristics, with at least 60% of the annual self-generated electricity from new energy sources and at least 30% of total electricity consumption being self-generated [16]. - Projects are not allowed to feed electricity back to the public grid before the continuous operation of the electricity spot market, and after that, they can adopt a model primarily focused on self-consumption [16]. Group 3: Pricing and Trading Mechanisms - The pricing mechanism for green electricity direct connection projects must comply with national regulations, and projects in specific regions are exempt from peak pricing policies [21]. - Projects must participate in the electricity market as a unified whole and cannot have their supporting storage facilities operate independently in the market [21]. Group 4: Management and Implementation - Project owners must submit applications for approval or record-keeping according to regulations, and if projects are not commenced within two years of approval, the allocated new energy resources will be revoked [25][26]. - The overall implementation plan must be evaluated and approved by local energy authorities, ensuring that all components of the project are constructed and put into operation simultaneously [24]. Group 5: Safety and Monitoring - Projects must establish clear safety responsibility interfaces with the public grid and adhere to safety management measures to ensure stable operation [19]. - The provincial energy bureau is responsible for guiding the evaluation of project demand and monitoring project management and operation [26].

Core Viewpoint - The new energy sector is experiencing fluctuations, with the photovoltaic industry chain showing localized activity, while indices related to new energy batteries and carbon neutrality are declining. The market is seeing increased investment in energy storage ETFs, indicating a potential growth opportunity in this sector [1]. Group 1: Market Performance - The China Securities Photovoltaic Industry Index rose by 0.6%, while the National Securities New Energy Battery Index fell by 0.3%, and the China Securities New Energy Index decreased by 0.5%. The China Securities Shanghai Carbon Neutrality Index dropped by 1.2% [1]. - The energy storage battery ETF (159566) saw a net subscription of over 120 million units throughout the day, indicating strong investor interest [1]. Group 2: Policy and Industry Outlook - According to Everbright Securities, there is clear policy support for the development of energy storage and hydrogen energy, emphasizing the importance of market adjustment mechanisms and coordinated large-scale construction of hydrogen and ammonia [1]. - The Ministry of Industry and Information Technology has proposed a comprehensive rectification of "involutionary" competition, which is expected to lead to a sustained recovery in the overall profitability of the industry chain [1]. - Looking ahead to 2026, independent energy storage bidding in China is expected to maintain the high prosperity level seen in 2025 [1]. Group 3: Index Composition - The energy storage index focuses on 50 companies involved in battery manufacturing, energy storage battery inverters, energy storage battery system integration, and battery temperature control and fire protection, which are likely to benefit from future energy development opportunities [4]. - The photovoltaic ETF tracks the China Securities Photovoltaic Industry Index, which includes 50 representative companies across the upstream, midstream, and downstream of the photovoltaic industry chain [6].

智通财经APP获悉，华尔街金融巨头花旗(Citi)近日发布研报称，随着AI数据中心繁荣式扩张和全球电 气化进程加速推进，推动全球范围电力需求指数级扩张，未来电力资源供给可能将成为制约AI数据中 心加速扩张甚至全球AI技术发展的"最核心瓶颈"，而变压器与大规模储能系统(ESS)可能将成关键瓶颈 资产。 花旗表示，在全球电力需求被AI数据中心、电气化和可再生能源并网大举推高的背景下，叠加美联储 降息周期降低融资成本，助推电网基建长期项目投资， 全球AI竞赛的本质是AI算力基础设施竞赛，而驱动AI算力集群的核心基础则是稳定且庞大的电力供应 体系。正因如此， 华尔街金融巨头高盛近期在一份研究报告中将全球数据中心所驱动的截至2030年庞大耗电需求预测，上 修为在高盛的策略分析师团队看来，AI大模型的尽头就是电力——该机构强调堪称"吞电巨兽"的AI将带 来史无前例的全球范围电力"超级需求周期"与电力股"超级牛市"。 施耐德电气长期以来深耕的中压/低压配电、UPS、电池储能、HVDC 母线、液冷及 DCIM 软件正是 Meta、微软以及亚马逊、谷歌等超大规模AI数据中心的最核心"水电煤"。 持续猛增的AI训练/推理集群规模 ...

12 月 4 日，由中关村储能产业技术联盟主办的" 2025 中国储能 CEO 峰会"在厦门举行，远景 高级副总裁、远景储能总裁田庆军发表了题为「 破浪 · 共生 —— 储能企业的全球化使命」的 主旨演讲。 面对储能产业链全球化布局的核心议题，田庆军结合远景近二十年的全球化实践， 系统阐述了 中国储能企业出海必将经历从 " 走出去 " 到 " 融进去 " 的深度变革 ，并呼吁行业以 " 竞合 " 智慧超越 " 丛林法则 " ，共同成为全球能源转型的零碳技术伙伴。 文 | 远景储能 " 对于中国储能企业而言，出海已非选择题，而是生存 的'必答 题'，根本原因在于产业' 生而全 球化' 的基因。 " 田庆军开宗明义地指出。他强调，中国虽已成为全球最大的新型储能装机国， 但海外高价值市场的成熟商业模式与新兴市场的加速扩容，构成了差异互补的全球格局。同时， 中国储能电池全球份额超 90% 、系统集成商十强占八席的供应链优势，与全球多元化场景（如 英国电力交易、澳洲构网需求）对技术创新的倒逼共同决定了，储能企业必须具备全球资源配置 与场景化创新的能力。 然而，蓝海之下暗礁遍布。田庆军警示， 出海并非 " 遍地黄金 " ...

Group 1 - Jinko Energy has announced the expansion of its project layout in the UK with an additional 140MWh grid-level energy storage system, bringing the total capacity to 280MWh, making it one of the largest battery storage projects in the UK [2] - Hongzheng Energy has signed a strategic cooperation agreement with Vietnamese company AISEN for a 100MWh energy storage project, aiming to create a comprehensive energy application ecosystem that provides safe, efficient, and sustainable storage solutions [4] - Kubo Energy has established a strategic cooperation with VoltLink Energy in Romania, focusing on a 1GWh collaboration to provide professional, durable, and reliable energy storage solutions [6] Group 2 - Nenghui Technology has signed a framework contract for 350MWh of energy storage systems with a European partner, with the first batch of 20MWh already contracted, amounting to €2,504,408.60, to be delivered within 135 days after the prepayment [8] - The 14th International Energy Storage Summit and Exhibition (ESIE 2026) is scheduled to take place from April 1-3, 2026, in Beijing, highlighting the ongoing developments in the energy storage industry [9] - The 2025 China Energy Storage CEO Summit and the 10th International Energy Storage Innovation Competition preliminary round were successfully held in Xiamen, showcasing 77 outstanding projects [12]

近日，英博智储在行业项目招标中捷报频传，不仅成功中标中国电气装备集团有限公司储能 PCS（1250kW—3450kW）塔式机器集中采购项目，还相继拿下南方电网位于汕尾市的 200MW/200MWh独立储能调频电站项目。尤其值得一提的是，该项目选用的方案是内置 于交直流一体舱内的450kW液冷大组串PCS，彰显了其在储能领域的综合竞争力。 文 | 英博电气 | 序号 | 包号 | 成交人 | | --- | --- | --- | | 1 | 包1 | | | 2 | 包2 | | | 3 | 包3 | 廊坊英博电气有限公司 | | 4 | 包4 | | | 5 | 包5 | | | б | 包6 | | | 7 | 包7 | | | 8 | 包8 | | | 9 | | | | 10 | | | | 11 | | | | 12 | | | | 13 | | | | 14 | ലു | | | 15 | | | | 16 | | | | 17 | | | | 18 | | 廊坊英博电气有限公司 | 国内首套配置百台450kW组串式储能变流器调频电站 2025年，广东新能源产业正式跻身"万亿俱乐部"，成为全省第九 ...

Core Viewpoint - The strategic partnership between Haichen Energy and CRRC Zhuzhou Electric Locomotive Research Institute aims to supply a minimum of 120GWh of energy storage products during the 14th Five-Year Plan period (2026-2030), enhancing the development of the energy storage industry and accelerating global energy transition [1][2]. Group 1: Strategic Cooperation - The collaboration is driven by the increasing demand for large-capacity energy storage systems, which are essential for building a new power system and improving renewable energy consumption [2]. - The partnership will extend beyond the supply of energy storage products to include smart storage, commercial storage, shared storage, and distributed storage, exploring innovative solutions and business models [2]. Group 2: Product Development - Haichen Energy's ∞Cell 587Ah has achieved early market entry, with mass production starting in August 2025, and has successfully delivered to CRRC Zhuzhou for large-scale projects, validating its reliability and delivery capabilities [3]. - The ∞Cell 1175Ah battery, set to be mass-produced by June 2025, will further enhance the collaboration, providing a differentiated product matrix that meets diverse energy storage needs [4]. Group 3: Industry Ecosystem - The partnership encompasses a full-chain solution from energy storage cells to system integration and end-user applications, aiming to promote large-capacity storage in various scenarios through technological innovation and large-scale application [5]. - This collaboration marks a significant step towards high-quality development in China's energy storage industry, contributing to the construction of a new power system and supporting global energy transition efforts [5].

格隆汇12月9日丨东软载波(300183.SZ)在互动平台表示，公司完成1.5GWh磷酸铁锂储能PACK产线建 设，并批量生产验证。针对工商业储能需求，研发了储能一体机产品，完成储能风冷、液冷储能一体机 产品开发及量产，已在多个省份交付运行。公司位于佛山市南海区九江镇土地准备建设大湾区智能电力 装备创新谷。 ...

格隆汇12月9日丨东软载波(300183.SZ)在互动平台表示，公司完成1.5GWh磷酸铁锂储能PACK产线建 设，并批量生产验证。针对工商业储能需求，研发了储能一体机产品，完成储能风冷、液冷储能一体机 产品开发及量产，已在多个省份交付运行。公司位于佛山市南海区九江镇土地准备建设大湾区智能电力 装备创新谷。 ...