Core Viewpoint - The article highlights the significant growth in the commercial energy storage sector, with multiple companies winning bids for various projects, indicating a robust market demand and competitive landscape [2][9]. Group 1: Project Bids and Winners - Three companies have recently announced winning bids for commercial energy storage projects, contributing to a total of 95 user-side energy storage projects with a combined capacity of approximately 1.853GW and 5.558GWh from January to July 2025 [2][9]. - Qidian Energy won a bid for a photovoltaic energy storage system in Jiangxi, with a contract value of 1.898 million yuan [3]. - Envision Energy signed a contract for a 80MW/240MWh energy storage project with Jiyuan Steel, which aims to reduce energy costs and enhance revenue from the electricity market [5]. Group 2: Market Statistics - The total scale of the 95 user-side energy storage projects exceeds last year's figures, which were 1.308GW and 3.498GWh, showing a year-on-year increase [9]. - The average bid price for EPC projects is 1.0065 yuan/Wh, while the average price for energy storage equipment is 0.6418 yuan/Wh [13]. - The majority of the projects are concentrated in provinces such as Anhui, Jiangsu, and Zhejiang, with Anhui accounting for approximately 23.40% of the total project bids [10]. Group 3: Company Participation - Major companies involved in the bidding process include BYD, CATL, CRRC Zhuzhou, Envision, and several others, indicating a diverse competitive environment [9]. - Seven companies, including Trina Storage and Weisheng Energy, were awarded contracts for various energy storage system integration projects, showcasing the industry's collaborative efforts [6][7].

Group 1 - Recently, 10 user-side energy storage projects have been launched, with a total scale exceeding 100 MWh, mainly distributed in Zhejiang (3), Sichuan (1), Guangdong (1), Anhui (1), Africa (3), and one in East China (province unspecified) [2] - These projects primarily serve high-energy-consuming manufacturing enterprises, featuring diverse solutions such as integrated solar-storage systems, solar-diesel-storage microgrids, and "source-network-load-storage" integration [2] - In regions with weak power infrastructure like Africa, microgrids and integrated solar-storage solutions are becoming mainstream [2] Group 2 - The 12.9 MW/25.08 MWh commercial energy storage station in Ma'anshan, Anhui, successfully connected to the grid, utilizing 60 units of 215 kW/418 kWh smart energy storage cabinets [3] - The project is expected to discharge an average of 11.68 million kWh annually, generating approximately 8.75 million yuan in the first year and a total of over 78.12 million yuan in ten years [5] Group 3 - Haier New Energy's 1 MW/2.15 MWh energy storage system in Foshan, Guangdong, has been successfully connected to the grid, employing a lithium iron phosphate technology route [6] - The project is expected to generate over 10 million yuan in revenue through peak-valley arbitrage over its lifecycle [8] Group 4 - The 4.8 MW/10.4 MWh energy storage project in Shaoxing, Zhejiang, has been successfully connected to the grid, featuring two lithium iron phosphate battery units and four 1250 KVA integrated transformer-inverter units [9][11] - The project is expected to achieve an annual charging capacity of 6,511 MWh and a discharging capacity of 5,533 MWh [11] Group 5 - The 1.25 MW/2.61 MWh energy storage project in Zhejiang, constructed by Shanghai Zini New Energy, has been successfully connected to the grid, integrating with an existing photovoltaic power station [12][14] - This project aims to reduce peak electricity costs through the "solar-storage integration" approach [14] Group 6 - A 10 MW/20 MWh commercial energy storage station in East China has been successfully connected to the grid, with an expected annual discharge of 9 million kWh, saving customers approximately 4 million yuan in electricity costs [15][17] - The project will also participate in grid regulation, providing emergency backup power during grid fluctuations [17] Group 7 - A 5.16 MWh solar-storage-diesel integrated energy storage system has been successfully shipped to a West African country, marking one of the first projects of its kind in the region [18][20] - The system features high-capacity battery cells with over 95% charge-discharge efficiency and is designed for intelligent operation through IoT architecture [20] Group 8 - A 500 kW/1205 kWh solar-storage-diesel microgrid project has been successfully delivered in Africa, designed to accommodate future load growth [21] - The project utilizes a solar-storage-diesel integrated system to provide reliable power supply in a newly planned industrial park [21] Group 9 - The 5 MW/10 MWh electrochemical energy storage project by Changcheng Tungsten Molybdenum has been officially completed, focusing on energy structure adjustment and exploring a full-chain model of "storage + renewable energy + intelligent scheduling" [29][31] - The project employs a "two charge two discharge" control strategy to reduce electricity procurement costs and lower carbon emissions [31]

Core Insights - The company celebrated a significant milestone of achieving a cumulative shipment of 100GWh in energy storage products, marking its rise in global industry rankings from fifth in 2023 to second in the first half of 2025 [1][2]. Group 1: Strategic Focus and Innovation - The breakthrough of 100GWh is attributed to the company's differentiated strategy focused solely on energy storage, allowing it to concentrate resources on meeting storage demand and leading the industry with innovative products [2]. - The company has consistently introduced advanced technology products, including the world's first long-duration energy storage battery and system in 2023, and a high-capacity sodium-ion battery in 2024, demonstrating its commitment to product innovation and market leadership [2][3]. Group 2: Manufacturing Excellence - The company employs advanced manufacturing techniques, including predictive modeling and micron-level precision control, achieving a defect rate at the parts-per-billion (PPB) level, ensuring high-quality production [4]. - The integration of Gen AI and IoT technologies has enabled the company to optimize efficiency and traceability throughout the manufacturing process [4]. Group 3: Customer-Centric Services - The company has established a comprehensive operational system that spans the entire project lifecycle, ensuring high-quality delivery and service for energy storage projects [5]. - With a global service network covering over 20 countries, the company offers customized service packages and has achieved a 100% on-time delivery rate for project commissioning [5]. Group 4: Safety and Reliability - The company emphasizes safety in its operations, implementing rigorous safety controls across the entire supply chain, from production to recycling, ensuring stable performance in extreme conditions [6][7]. - The successful completion of the world's first open-door combustion test for its energy storage system under extreme conditions further validates the reliability of its products [7]. Group 5: Future Growth and Market Position - The company views the 100GWh shipment milestone as a new starting point, with plans to leverage its focus on long-duration energy storage to drive future growth in the global market [8]. - The establishment of a smart manufacturing base in Chongqing is expected to enhance production capabilities and support the company's strategic goals in the long-duration energy storage sector [8].

Core Viewpoint - Inner Mongolia is leading the exploration of sustainable business models for new energy storage systems, with a total compensation amount exceeding 200 million yuan for discharge volume by mid-2025, aiming to accelerate the construction of a new power system [2][3]. Group 1: Policy and Compensation - The Inner Mongolia Energy Bureau has issued a notification to accelerate the construction of new energy storage systems, providing a compensation standard of 0.35 yuan per kilowatt-hour for projects completed by 2025 [2]. - The compensation for discharge volume will be implemented on a principle of "one year fixed, ten years fixed," ensuring long-term support for the investment owners of energy storage stations [2]. - By mid-2025, the total compensation amount transferred to new energy storage stations by Inner Mongolia Power Company and State Grid Mengdong Electric Power Company reached 20,875.16 million yuan [3]. Group 2: Market Dynamics - New energy storage systems are crucial for enhancing the consumption of renewable energy, but many face profitability challenges, necessitating the exploration of sustainable business models [2]. - Independent new energy storage stations can participate in the electricity spot market, charging during low-price periods and discharging during peak prices to earn profit from price differences, transforming from cost centers to profit centers [2].

Core Viewpoint - The article highlights that CRRC Zhuzhou Institute has successfully developed a battery system that meets the new national safety standards, marking a significant advancement in China's energy storage industry [2][4][5]. Group 1: Certification and Standards - CRRC Zhuzhou Institute's tPower-FR1005/tPower-FC11 battery system has passed the GB44240-2024 certification, becoming one of the first in the industry to achieve this qualification [2]. - The new GB44240-2024 standard represents a comprehensive upgrade from the previous GB/T36276-2023, aligning closely with international standards such as IEC62619 and UL1973 [4]. - The new standard includes rigorous safety tests, including drop tests simulating extreme transport conditions and overcharge control tests, setting a new benchmark for battery system performance [4]. Group 2: Technological Advantages - The battery management system (BMS) developed by CRRC Zhuzhou Institute demonstrates unique technological advantages, featuring millisecond-level real-time response capabilities to ensure stable operation under extreme conditions [4]. - This combination of "hardware strength and intelligent capability" reflects the company's deep technical accumulation in the energy storage field [4]. Group 3: Industry Impact and Future Directions - The implementation of the new standard is expected to inject strong momentum into the standardized development of China's energy storage industry, promoting higher safety standards and better quality levels [5]. - As a key player in supporting the national "dual carbon" strategy, CRRC Zhuzhou Institute is committed to driving innovation in new energy technologies and has established a complete industrial chain from core technology research to full-process operation services [5]. - The successful certification not only showcases the company's leading capabilities in energy storage product safety but also positions it to lead the industry in accelerating safety technology upgrades [5].

文 | 中关村储能产业技术联盟 国家重点研发计划战略性科技创新合作项目"规模储能价值收益及碳排放评估"（2024YFE0209100）第一次国际研讨会于2025年4月11日在北京 召开。来自产学研各界的专家围绕储能产业核心痛点、技术路径、碳足迹管理及国际合作等议题展开深入研讨。 02 如何构建储能碳排放评估体系及碳足迹管理体系？ 中关村储能产业技术联盟常务副理事长俞振华 在会上指出，当前储能行业面临三大核心挑战： 成本评估难 （技术路线多样导致成本演变路径不 明确）、 综合价值评估难 （多场景收益难以量化）、 碳排放标准国际互认难 （国内外核算体系差异显著），导致储能在支持未来碳达峰碳中 和目标实现过程中遭遇重重困难。会议围绕三大挑战展开讨论，专家们抽丝剥茧聚焦堵点痛点纷纷发表精彩观点。CNESA将专家核心观点整理 出来以飨读者。 01全球视野下， 储能在碳达峰碳中和路径上的需求与定位 全球 国际可再生能源署政策官员冯金磊提出 ，根据ARENA的1.5℃温控情景预测，全球需在2050年前部署4000GW储能，其中长时储能占比超40%， 储能直接贡献15%的碳减排量。 欧洲 欧洲储能协会秘书长帕特里克·克莱伦斯 ...

Investment Rating - The report maintains a "Positive" investment rating for the photovoltaic industry [5]. Core Insights - The photovoltaic sector is expected to benefit from recent government meetings aimed at regulating competition and improving product quality, which may lead to price increases and a healthier market environment [24][41]. - The report highlights the importance of supply chain adjustments and the potential for price transmission from component procurement to end-users, particularly in light of recent bidding results showing significant price increases [25][35]. Summary by Sections Photovoltaic - The CJ Electric New Index rose by 2.28% this week, with all sub-sectors except wind power showing gains, particularly driven by the electric motor sector benefiting from robotics [10]. - A meeting held on August 19 emphasized the need for industry regulation, curbing low-price competition, and supporting self-discipline within the photovoltaic sector [24]. - Recent procurement bids from China Resources Power and Huadian Group showed average prices of 0.729 and 0.710 yuan/W respectively, indicating a positive trend in pricing [25]. - The report suggests that the photovoltaic sector is currently at a bottom, with expectations for policy support and technological advancements to drive recovery [41]. Energy Storage - The energy storage sector is experiencing a robust demand, with a 68% year-on-year increase in installed capacity in the first half of 2025, surpassing 100 GW in total installations [48]. - The report notes significant developments in the energy storage market, including new projects and partnerships aimed at enhancing financial models for storage solutions [49][51]. - The report recommends focusing on leading companies in the energy storage sector, such as Sunshine Power and DeYe Co., which are expected to benefit from ongoing market growth [41]. Lithium Battery - The lithium battery sector is stable, with a focus on solid-state battery advancements and the ongoing demand for electric vehicles driving growth [19]. - The report highlights the importance of cost-reduction strategies and new material developments in the lithium battery supply chain [41]. Wind Power - The wind power sector is seeing accelerated growth, particularly in offshore wind projects, with recommendations for companies like Goldwind Technology and HaiLi Wind Power [41]. Power Equipment - The report indicates a strong outlook for power equipment, driven by high demand for ultra-high voltage projects and international market opportunities [41]. New Directions - The report emphasizes the potential of humanoid robotics and AI applications, with recommendations for companies involved in these emerging technologies [41].

Group 1 - The China International Photovoltaic and Energy Storage Industry Conference has been successfully held for seven consecutive years since 2018, becoming one of the top three international events in the photovoltaic and energy storage industry globally [1][2] - The upcoming 2025 eighth conference is scheduled to take place from November 17 to 20, with over 200 media outlets expected to participate and report extensively, enhancing the global visibility of Chinese photovoltaic and energy storage companies [1][14] - The 2024 seventh conference attracted nearly 4,000 companies from the global photovoltaic and energy storage sector, hosting 30 industry-related activities and over 34,000 attendees [5][11] Group 2 - The conference serves as a significant platform to showcase China's photovoltaic industry, which has achieved remarkable success over the past 20 years, leading globally compared to the US, Germany, Japan, and South Korea [2] - The media coverage during the conference reached a record high, with a total online viewership of 150 million and over 1,000 participants engaging with the live broadcasts [11][6] - The media team conducted interviews with prominent figures, including the former UN Deputy Secretary-General and the CEO of the Global Solar Council, highlighting the international interest in the event [8][9]

Group 1 - The core viewpoint of the article highlights the establishment of a joint venture between China National Petroleum Corporation (CNPC) and Contemporary Amperex Technology Co., Ltd. (CATL) to focus on energy storage systems in China [1][3] - The newly formed company, China Petroleum Jichai Times (Shandong) New Energy Technology Co., Ltd., has a registered capital of 77 million yuan and is located in Jinan, Shandong Province [1] - The joint venture will concentrate on the production of lithium-ion battery energy storage systems, including cell integration, battery management systems (BMS), and complete equipment manufacturing [3] Group 2 - In addition to the Jinan venture, CATL also established Xiamen Times New Energy Power Technology Co., Ltd. with a registered capital of 2 billion yuan, focusing on battery manufacturing and sales [4] - The ownership structure of the Jinan company is 60% held by CNPC's Jichai Power and 40% by CATL, indicating a collaborative effort in the energy storage sector [1][3] - Jichai Power is a key player in the internal combustion engine manufacturing sector and is actively expanding its energy storage system integration business [3]

Group 1 - CATL has partnered with renewable energy developer ACEnergy to supply 3GWh of Battery Energy Storage Systems (BESS) in Australia [1][2] - The collaboration includes the design, supply, testing, commissioning, and integration services for BESS, Medium Voltage Power Stations (MVPS), inverters, Power Plant Controllers (PPC), Energy Management Systems (EMS), and Data Acquisition and Monitoring Systems (SCADA) [3] - The Yanco BESS project has a scale of 250MW/1100MWh, covering approximately 8 hectares, and is located 5 kilometers south of Litton, New South Wales [4] Group 2 - The Yanco project will store energy generated by a nearby large solar photovoltaic power station, with a construction cost of approximately 250 million AUD (equivalent to 160 million USD) [4]