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]

电力设备及新能源 2025 年 8 月 25 日 行业周报 工信部召开光伏产业座谈会，菲律宾年内将举行海风拍卖 强于大市（维持） 行情走势图 -10% 0% 10% 20% 30% 40% 50% 60% 2024/08/21 2025/01/21 2025/06/21 沪深300指数 电力设备及新能源 行 业 周 报 证 券 研 究 报 告 风电：菲律宾将在年内举行 3.3 吉瓦固定式海风拍卖。菲律宾能源部 (DOE)表示，计划于今年年底前举行第 5 次绿色能源拍卖计划 (GEA-5)， 其中，固定式海上风电项目预计拍卖规模 3.3GW，预计于 2028 年至 2030 年之间投运。GWEC 认为，中国和欧洲在未来将继续主导全球海上 风电发展，同时亚太、北美和拉美等新兴市场亦将迎来增长，预计到 2029 年中国和欧洲的累计装机全球市场份额将从 2024 年的 94%下降至 89%，到 2034 年下降至 84%，新兴海风市场中长期有望接棒发力。 GWEC 预计，2025-2034 年，亚太市场除中、日、韩外，菲律宾、越 南、澳大利亚等市场亦有望新增海风装机。菲律宾于 2025 年 6 月启动了 第五次绿色能 ...

Core Viewpoint - The fourth China International Energy Storage Exhibition showcased Huichuan Technology's "Zero Carbon Equation: 1+4+X=0" industrial carbon neutrality strategy, positioning the company as a provider of comprehensive solutions for deep decarbonization in high-energy-consuming industries [1] Group 1: Industrial Carbon Neutral Strategy - Huichuan Technology's strategy emphasizes a four-dimensional collaboration of equipment flow, process flow, energy flow, and information flow to create a "dual funnel" ecosystem, promoting deep integration of industrial automation and energy management [1] - The company aims to optimize energy usage in high-energy-consuming enterprises through automation and process technology, which is central to its digital and low-carbon transformation strategy [2] Group 2: Energy and Automation Integration - The future direction of automation development is seen as the integration of energy, automation, and intelligent manufacturing to achieve efficient and low-carbon manufacturing processes [2] - Huichuan Technology's core advantage lies in its ability to deeply integrate automation technology with energy management, focusing on customized industrial scenarios [6][7] Group 3: Energy Storage Industry Insights - The energy storage industry is characterized by a concentrated upstream and downstream structure and strong policy guidance, necessitating breakthroughs through technological, solution, and business model innovations [6] - The release of the "Notice on Deepening the Market-Oriented Reform of New Energy Grid Connection Prices" is expected to lead the energy storage industry from disorder to order, emphasizing cost, performance, and scenario collaboration [6] Group 4: Collaborative Ecosystem Strategy - Huichuan Technology positions itself as an enabler rather than a full-chain participant, aiming to cover more scenarios through partnerships based on resource complementarity and technological collaboration [7] - The company plans to expand cooperation with partners to implement segmented scenarios, such as energy storage systems in coal mine ventilation, promoting the integration of "automation + energy" solutions [7]

8月22日，海博思创涨2.63%，成交额1.38亿元。两融数据显示，当日海博思创获融资买入额1529.20万 元，融资偿还1310.04万元，融资净买入219.16万元。截至8月22日，海博思创融资融券余额合计1.73亿 元。 机构持仓方面，截止2025年3月31日，海博思创十大流通股东中，西部利得碳中和混合发起A （012975）位居第四大流通股东，持股49.54万股，为新进股东。 融资方面，海博思创当日融资买入1529.20万元。当前融资余额1.73亿元，占流通市值的4.23%。 责任编辑：小浪快报 融券方面，海博思创8月22日融券偿还0.00股，融券卖出0.00股，按当日收盘价计算，卖出金额0.00元； 融券余量0.00股，融券余额0.00元。 资料显示，北京海博思创科技股份有限公司位于北京市海淀区丰豪东路9号院2号楼12层，成立日期2011 年11月4日，上市日期2025年1月27日，公司主营业务涉及专注于电化学储能系统的研发、生产、销售, 为传统发电、新能源发电、智能电网、终端电力用户等"源-网-荷"全链条行业客户提供全系列储能系统 产品,提供储能系统一站式整体解决方案。主营业务收入构成为：储能产品 ...

Group 1 - The IPO of Shuangdeng Co., Ltd. (06960.HK) has seen an unprecedented one-hand subscription rate of only 0.02%, marking the lowest in Hong Kong's history, with over 3000 times oversubscription in the public offering [1][2] - The stock's price in the international dark market surged to HKD 85, representing an increase of over 485% from the issue price of HKD 14.51, indicating strong market expectations for its debut [2][4] - Institutional investors have locked up a significant portion of shares, with global long-term funds oversubscribing by more than 20 times, which may lead to reduced liquidity in the market [4][6] Group 2 - Shuangdeng is recognized as the global leader in communication and data center energy storage batteries, with a projected market share of 11.1% in 2024, and has shown consistent revenue growth from 4.072 billion in 2022 to 4.499 billion in 2024 [6][8] - The company's revenue from data center energy storage has increased by nearly 120% year-on-year in the first five months of 2025, surpassing the revenue from communication base stations for the first time [6][8] - The global energy storage market is expected to grow significantly, with cumulative installed capacity projected to rise from 746.8 GWh in 2024 to 6810.1 GWh by 2030, reflecting a compound annual growth rate of 44.3% [6][8] Group 3 - The IPO raised approximately HKD 756 million, with 40% allocated for building a lithium-ion battery factory in Southeast Asia and 35% for establishing a research and development center in Taizhou [8] - The establishment of the factory aims to reduce costs and enhance market proximity, while the R&D center is intended to address technological gaps in the rapidly evolving energy storage sector [8] - The successful IPO and subsequent market performance of Shuangdeng may serve as a barometer for investor confidence in the renewable energy sector amid increasing global carbon neutrality efforts [8]