随着隆基绿能正式宣布进军储能，经济观察报不完全统计，光 伏组件领域的顶级玩家已悉数落子储能赛道，寻求破局与增 长。 作者：蔡越坤 封图：图虫创意 在新能源行业工作超过15年的刘锦通，2025年最直观的感受就是"储能"两个字被提到的频率陡 增。 他举例称，阳光电源（300274.SZ）的工作人员，以前推销并网逆变器，现在可能主要推荐储能 解决方案。这是他当下拜访客户时普遍遇到的情况。 刘锦通是河南爱丽新能源科技股份有限公司总经理。今年以来，他明显察觉到光伏头部组件环节持 续内卷，盈利预期不佳。光伏企业希望"东方不亮西方亮"，借储能订单的业绩爆发，缓解年度经 营压力。 在行业"内卷"与业绩煎熬的情况下，储能赛道成为头部组件巨头们不约而同选择的方 向。 2025年11月，天合光能（688599.SH）在海外签下GWh（吉瓦时）级储能项目，展现出典型 的"光伏+储能"联动打法。 2025年11月26日，隆基绿能（601012.SH）在英国伦敦首次向外界阐述其储能战略，正式宣布 进军储能领域，推出隆基储能一站式解决方案。隆基绿能集团副总裁佘海峰首次提出以光伏、储 能、氢能为核心的"稳定三角"能源架构。 佘海峰说，光伏是 ...

Core Insights - The frequency of discussions around "energy storage" has significantly increased in the renewable energy sector, indicating a shift in focus among companies towards energy storage solutions as a response to market pressures and competition in the photovoltaic (PV) industry [2][3]. Industry Trends - Major players in the photovoltaic sector, such as Trina Solar and LONGi Green Energy, are increasingly integrating energy storage into their business models, with LONGi officially entering the energy storage market by acquiring a controlling stake in Suzhou Jingkong Energy Technology [4][5][6]. - The trend of "photovoltaic + energy storage" is becoming a new competitive landscape, with all leading PV companies now participating in the energy storage sector [7]. Company Strategies - Companies like Trina Solar and Canadian Solar have been early entrants into the energy storage market, with Trina Solar's storage business entering a growth phase and Canadian Solar adjusting its business structure to focus on the U.S. market [9][16]. - The energy storage market is viewed as a critical component of the renewable energy system, with companies recognizing the need to adapt to market-driven demands rather than solely relying on policy incentives [11][12]. Market Dynamics - The global photovoltaic market is experiencing a slowdown, with projections indicating that the growth rate of new installations will decline in the coming years, prompting companies to seek alternative growth avenues such as energy storage [15][17]. - The demand for energy storage is driven by the increasing need for grid stability and the integration of renewable energy sources, with significant growth expected in both domestic and international markets [13][20]. Future Outlook - The energy storage sector is anticipated to become a standard component of renewable energy projects within the next 3 to 5 years, supported by favorable policies and market conditions [18][19]. - Companies are expected to see substantial growth in their energy storage business, with projections indicating that the shipment of energy storage systems will double in the coming year, particularly in high-margin markets like Europe and North America [20].

天眼查显示，近日，哈尔滨锦初诚储能科技有限公司成立，法定代表人为胡瑞，注册资本500万人民 币，由广东省玺瑞投资实业有限公司全资持股。 序号股东名称持股比例1广东省玺瑞投资实业有限公司100% 企业名称哈尔滨锦初诚储能科技有限公司法定代表人胡瑞注册资本500万人民币国标行业科学研究和技 术服务业>研究和试验发展>工程和技术研究和试验发展地址黑龙江省哈尔滨市道外区南极二路1-4号1单 元18层1号企业类型有限责任公司（非自然人投资或控股的法人独资）营业期限2025-12-5至无固定期限 登记机关哈尔滨市道外区市场监督管理局 经营范围含储能技术服务；技术服务、技术开发、技术咨询、技术交流、技术转让、技术推广；工程和 技术研究和试验发展；工程技术服务（规划管理、勘察、设计、监理除外）；发电技术服务；节能管理 服务；工程管理服务；合同能源管理；租赁服务（不含许可类租赁服务）；信息系统集成服务；电池零 配件销售；电池销售；智能输配电及控制设备销售。许可项目：发电业务、输电业务、供（配）电业 务；输电、供电、受电电力设施的安装、维修和试验；建设工程施工；供电业务。 来源：市场资讯 ...

以下文章来源于远信储能 ，作者远信储能 远信储能 . 储能新能源 文 | 远信储能 近期，远信储能在海外市场持续实现新突破，相继在美国、匈牙利、日本、智利、波兰等多 个国家及西非地区签约或中标储能项目，覆盖工商业储能、电网侧储能及光储一体化EPC等 多种应用场景。依托成熟的全链条运营能力与全球交付经验，远信储能正不断深化国际化布 局，为全球清洁能源发展注入澎湃动能。 01拓展北美市场,彰显多场景交付实力 03创新"全链条"模式，日本800MWh项目开拓合作新路径 随着全球储能市场高速增长，北美凭借巨大的需求潜力与明确的政策导向，成为企业竞争的 战略高地。远信储能积极拓展北美高端市场，近期与当地合作伙伴达成协议，正式成为美国 储能项目的核心供应商。项目将采用远信自主研发的 Ve nt ur ePr o 工商业储能系统，由远信 提供项目设计、设备制造、跨境交付至现场技术支持在内的一站式解决方案。 在北美市场的落地实践中，远信储能在马萨诸塞州波士顿成功推进首个"光储充"一体化示 范项目。公司深度参与项目全周期管理，包括前期技术方案设计、设备供应、协助业主完成 EPC 甄选及技术边界划分，并持续支持施工管理与并网调试 ...

Core Viewpoint - The strategic partnership between Haicheng Energy Storage 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 the global energy transition [2][10]. Group 1: Strategic Cooperation - The collaboration is driven by the explosive growth in demand for large-capacity energy storage systems, which are essential for building a new power system and improving renewable energy absorption [3]. - The partnership will extend beyond product supply to include various energy storage scenarios such as smart storage, commercial storage, shared storage, and distributed storage, focusing on high safety, high efficiency, and long lifespan solutions [3]. Group 2: Product Development and Market Position - Haicheng Energy Storage's ∞Cell 587Ah has achieved early market entry, with mass production starting in August 2025, and has successfully delivered to CRRC Zhuzhou's new generation 6.25MWh battery module for large-scale projects [5]. - The ∞Cell 1175Ah battery, a cornerstone of the 120GWh cooperation, is set for mass production in June 2025, with the first batch of long-duration storage systems delivered in October 2025, marking its entry into large-scale application [7]. Group 3: Comprehensive Solutions and Industry Impact - The cooperation encompasses a full-chain solution from energy cells to system integration and end-use applications, aiming to expand the market through deep collaboration and technological innovation [8]. - This partnership signifies a new starting point for both companies, contributing to the high-quality development of China's energy storage industry and supporting the construction of a new power system [10].

Core Viewpoint - The strategic cooperation agreement between Zhongqi New Energy and Belgian company AVESTA marks a significant step in the development of energy storage solutions, with a focus on a 2GWh capacity project aimed at enhancing the global energy transition [2][4][6]. Group 1: Strategic Partnership - Zhongqi New Energy and AVESTA signed a strategic cooperation agreement for a 2GWh energy storage project on November 26, 2025, in Tianjin, indicating a substantial collaboration in the renewable energy storage sector [2]. - AVESTA, a leader in the European battery manufacturing industry, has established a complete "R&D-Manufacturing-Recycling" ecosystem and is focused on the development and mass production of next-generation solid-state batteries [4]. - The partnership is expected to leverage Zhongqi New Energy's strengths in energy storage system integration and technology development, combined with AVESTA's international resources and brand influence, to promote large-scale green energy solutions [6]. Group 2: Market Impact - The signing of the 2GWh energy storage project is a strategic move for AVESTA to deepen its involvement in the energy storage sector and reflects its trust in Zhongqi New Energy's technological capabilities and market service [4][6]. - Both companies aim to establish a long-term, mutually beneficial partnership to explore new opportunities in the international energy storage market and contribute to global carbon neutrality goals [6].

Core Viewpoint - The energy storage sector has transformed into one of the hottest investment areas in the capital market this year, characterized by strong overall performance but significant fluctuations in funding [2][3]. Market Demand - The market demand for energy storage is experiencing explosive growth, with domestic lithium battery shipments reaching 430 GWh in the first three quarters of 2025, surpassing the total for 2024. Global shipments reached 240.21 GWh, a year-on-year increase of 106.1% [4][20]. - Chinese companies secured 308 new overseas energy storage orders totaling 214.7 GWh in the first nine months of 2025, marking a 131.75% increase year-on-year [4][20]. Policy Support - The government has introduced multiple policies to promote high-quality development in the new energy sector since 2025. The National Development and Reform Commission and the National Energy Administration's action plan aims for a new energy storage capacity of over 180 million kilowatts by 2027, driving direct investment of approximately 250 billion yuan [4][20]. Material Prices - Key materials for energy storage, such as lithium hexafluorophosphate, have seen significant price increases, with some market quotes exceeding 150,000 yuan per ton, reflecting a more than 200% rise since July [4][20]. Market Transition - The energy storage sector is shifting from being a "mandatory allocation" to an "economic choice," marking a significant change in the industry's profitability model. The cancellation of mandatory storage requirements allows energy storage to participate as an independent market entity [5][21]. Revenue Models - As the electricity market reforms deepen, energy storage is transitioning from a cost burden to a profitable asset. Projects in leading provinces can now establish diverse revenue models, significantly enhancing profitability [6][22]. Supply and Demand Dynamics - The previous oversupply and low-price competition are easing, with sustained market demand leading to full production capacity among leading battery manufacturers and stabilization of raw material prices [7][23]. Company Performance - Several companies in the energy storage sector have reported significant earnings growth. For instance, CATL's net profit reached 49.034 billion yuan in the first three quarters of 2025, a 36.2% increase year-on-year [9][25]. - Long-term funds have increased their holdings in energy storage stocks, with 11 stocks receiving support from social security funds, indicating investor confidence in the sector's long-term prospects [10][26]. Institutional Interest - The interest from institutional investors has surged, with 17 energy storage stocks receiving attention from over a hundred institutions since October, further boosting stock performance [11][27].

Core Viewpoint - Zhongguancun Science and Technology Leasing (01601) has entered into a financing lease agreement with Hangzhou Nandu Power Technology Co., Ltd., involving the acquisition and leasing of energy storage production equipment for a total consideration of approximately RMB 30.82 million [1] Group 1 - The company will purchase leasing assets from the lessee for RMB 30 million [1] - The lease term for the assets is set at 12 months [1] - The total lease payment amounts to approximately RMB 30.82 million [1]

近期，储能行业的"黑马"海辰储能又一次发起IPO冲击。 最新的财务报告看起来花团锦簇——2025年上半年，营业收入69.7亿元，同比增长224.6%，净利润更是由亏损5.87亿元转为2.13亿元，新招股书中的业 绩，看起来为上市提供了不少底气。 首先，海辰储能的盈利"虚胖"，缺乏内生性支撑。2024年，海辰储能实现净利润2.88亿元，但同期计入的政府补助高达4.14亿元，相当于净利润的1.43 倍。2025年上半年，海辰储能净利润2.13亿元，同期政府补助为3.34亿元。 这意味着剔除掉政策性补贴，海辰储能的主营业务实际仍然处于亏损状态。 但穿透这些表面数字，埋藏着大量风险点，包括增长不确定、商业模式脆弱、盈利能力羸弱，财务结构也称不上健康。而这些，都源自海辰储能的长期经 营策略——以低价来攻城略地。 11月28日，工信部组织召开动力和储能电池行业制造业企业座谈会，主题直指行业非理性、"内卷式"竞争问题。华福证券研报提出，此次座谈会出席规格 之高，意味着后续相关行动决策和推进力度可能较强。 行业兴起的"反内卷"趋势，又放大了海辰储能的这些内生性缺陷。在价值回归的行业洗牌中，海辰储能的核心竞争力无疑会受到极大的 ...

Core Viewpoint - The 2025 China Energy Storage CEO Summit highlighted China's leadership in energy storage, with significant growth in installed capacity and efficiency, marking a transition towards high-quality development in the industry [5][6]. Group 1: Industry Growth and Performance - By the third quarter of 2025, China's new energy storage projects reached an installed capacity of 112.4 GW and 270.4 GWh, with power and energy scale increasing by 103% and 116% year-on-year, respectively [5][6]. - Energy storage projects accounted for over 60% of the total installed capacity in power storage, positioning China as the global leader [5][6]. - The equivalent utilization hours for new energy storage in the first three quarters of 2025 were approximately 770 hours, an increase of about 120 hours year-on-year, significantly contributing to power supply stability [5][6]. Group 2: Technological Advancements - The industry is witnessing diverse technological advancements, with lithium-ion batteries undergoing continuous iteration and cost reduction, while long-duration storage technologies like compressed air and flow batteries are achieving scale breakthroughs [5][6]. - Emerging technologies such as solid-state batteries and hydrogen storage are accelerating development, creating a complementary and collaborative industrial ecosystem [5][6]. Group 3: Market Dynamics and Global Cooperation - The shift from mandatory storage policies to market-driven mechanisms is enhancing market vitality, with companies increasingly focusing on value creation [5][6]. - Energy storage applications are expanding from electricity to various sectors, including industrial parks, solar charging stations, and data centers, evolving into multi-faceted solutions [6]. - Global cooperation is becoming a core topic, with over 100 countries committing to net-zero carbon emissions, leading to an expanding market for new energy storage applications [6][7]. Group 4: Future Outlook and Strategic Initiatives - The summit aimed to create a high-end platform for resource linkage across the entire industry chain, focusing on practical experience sharing and precise business matching to support Chinese energy storage companies in international expansion [6][7]. - The alliance is committed to promoting the sustainable development of the energy storage industry and addressing global carbon neutrality challenges as opportunities for green economic growth in China [8].