人民财讯1月9日电，武汉天源（301127）1月9日公告，公司与遂川县商务局就投资建设"江西省吉安市 遂川县220KV变电站200MW/400MWh电网侧独立共享储能项目"签署《投资框架协议》，项目总投资约 5.5亿元。拟建设一座独立电化学储能电站，主要系统包括储能电池(采用磷酸铁锂电池)、电池管理系统 (BMS)、储能变流器(PCS)，汇流变压器等设备和系统。 ...

面对储能行业确定性增长机遇，东方日升凭借20年锂电池领域深耕积淀稳居行业先锋地位。公司构建起 研发、生产、销售、服务一体化的全链条布局，产品线全面覆盖储能变流器（PCS）、电池管理系统 （BMS）、能量管理系统（EMS）及电池系统，并可提供面向户用、工商业及大型光储场景的全栈式 解决方案。 依托自主研发的"4S深度融合技术"，东方日升已打造出高可靠性储能系统，可广泛适配可再生能源并 网、电网调峰调频、需求侧响应、应急电源及微电网等多元应用场景，为不同领域客户提供稳定高效的 储能解决方案。 技术积淀正持续转化为规模化商业化订单。仅12月单月，东方日升便多次披露储能订单落地进展。12月 9日，公司与巴西工业巨头WEG公司正式签署总容量达3GWh的储能系统战略合作协议；12月11日，东 方日升又分别与安徽兴广新能源科技有限公司、合肥南赛光伏能源有限公司完成签约，敲定2026年度 100MWh工商业储能订单。此次再度斩获100MWh储能订单，东方日升将与各合作伙伴构建紧密协同的 共赢联盟，聚力在重点区域打造可复制、可推广的储能标杆项目。 储能行业高景气度为产业链企业带来显著业绩增量，东方日升精准抢抓窗口期，商业化步伐 ...

据智通财经12月19日消息，河北省保定市发布《中共保定市委关于制定保定市国民经济 和社会发展第 十五个五年规划的建议》。建议提出：培育壮大新兴产业和未来产业。顺应数智时代发展趋势，实施产 业创新工程，一体推进创新设施建设、技术研究开发、产品迭代升级。加快发展生命健康、绿色健康建 筑、数据服务、新材料、新型储能、低空经济、安全应急装备、空天信息等新兴产业。久久为功建设国 家区域医疗中心和国际医疗基地，打造特色专科引领、医产研教数养融合发展的一流生命健康之都。推 广超低能耗建筑、建筑光伏一体化、装配式建筑、智能建造，发展绿色健康建筑全产业链。提升高性能 膜材料产业链水平，创建全球膜材料技术策源、应用高地。开发多元储能技术方案，建设国际领先的储 能产业基地，聚焦新型储能、消费电子等应用领域，高质量推动固态电池产业发展。 相关市场板块分析 电池制造板块：锂电池、钠离子电池企业受益于装机需求扩张，技术迭代加速； 系统集成板块：储能电站EPC及解决方案提供商订单增长，毛利率提升； 材料与设备板块：电解液、隔膜等上游材料需求旺盛，国产替代加速； 申菱环境（301018）：精密温控设备龙头，为储能电站提供散热解决方案，切入宁 ...

作为深耕锂电及储能领域二十载的行业引领者，东方日升具备集研发、生产、销售与服务于一体的全产 业链能力，产品覆盖储能变流器（ PCS ）、电池管理系统（ BMS ）、能量管理系统（ EMS ）及电 池系统等核心环节，并面向户用、工商业及大型项目提供全栈式解决方案。公司依托自主研发的" 4S 深度融合技术"，构建了适用于可再生能源并网、电网调峰调频、需求侧响应、应急电源及微电网等多 场景的高可靠性储能系统。值得关注的是，其储能电池系统已在国内率先同时取得中国及美国 UL 9540A 安全认证，充分彰显了产品的高安全性与国际合规性。 此次合作不仅是双方此前在光伏领域深入协作的全面升级，更标志着东方日升储能业务正式进入全球化 规模落地新阶段。根据协议，东方日升将为合作方在 南美、北美、欧洲、非洲及澳洲等多个地区的项 目提供储能系统支持 ，业务覆盖范围进一步扩大，全球化战略布局得到有力推进。 从为南美偏远村庄带去稳定电力，点亮千家万户到助力北美工商业园区实现能源转型，从支撑欧洲户用 光储系统提升能源自给率，到赋能非洲离网社区构建绿色微电网，东方日升的业务已遍布全球 90 多个 国家和地区。未来，东方日升将继续携手 WE ...

Core Viewpoint - The strategic partnership between Dongfang Risheng and WEG marks a significant step in global energy transition and optimization, with a total capacity of 3GWh for energy storage systems, enhancing their competitive advantage in the global energy storage market [1] Group 1: Strategic Partnership - Dongfang Risheng signed a strategic cooperation agreement with WEG to provide advanced energy storage solutions from 2026 to 2028 [1] - This collaboration signifies a shift from regional cooperation to a global strategic layout, enhancing both companies' positions in the energy storage sector [1] - WEG, a leading electrical equipment manufacturer in Latin America, recognizes Dongfang Risheng's core technological strength and global delivery capabilities [1] Group 2: Recent Achievements - Dongfang Risheng has successfully delivered a 2MW/10MWh energy storage project in Japan and signed a contract for 100 iCon commercial energy storage units in Belgium [2] - The iCon 125kW/261kWh liquid-cooled energy storage cabinet received certification in Italy, showcasing the company's technological prowess and global market expansion capabilities [2] - The company has established a comprehensive value chain in the energy storage sector, covering research, production, sales, and service [2] Group 3: Market Potential - The global energy storage system market is projected to grow from $668.7 billion in 2024 to $5.12 trillion by 2034, with a CAGR of 21.7% from 2025 to 2034 [3] - Dongfang Risheng has developed a matrix of three scenario-based solar storage solutions, covering residential, commercial, and large-scale solar storage projects [3] - The company aims to provide a one-stop, full-chain service for global customers, enhancing its market presence [3] Group 4: Global Expansion - Dongfang Risheng has built a stable and efficient integrated production and sales system, covering over 90 countries and regions [4] - The company focuses on a four-dimensional development strategy: market globalization, manufacturing globalization, capital globalization, and talent globalization [4] - The ongoing high demand in the energy storage industry presents significant growth opportunities for Dongfang Risheng, allowing it to strengthen its competitive barriers [4]

文 | 东方日升 近日，东方日升宣布与巴西工业巨头WEG公司正式签署一项总容量达 3GWh的储能系统 战略合 作协议。 根据协议，东方日升将于2026至2028年间向WEG提供先进的 大型及工商业储能系统解决方案 ，助力全球能源结构优化与绿色低碳转型。 WEG公司成立于1961年，总部位于巴西圣卡塔琳娜州， 是拉丁美洲最 大的电气设备制造商之 一 ，业务遍及全球超过140个国家，在可再生能源、工业能效和智能电网领域拥有深厚积累。 近年来，WEG积极布局储能与综合能源服务， 致力于为全球各地区提供高效、可靠、可持续的 能源基础设施。 作为深耕锂电池领域20年的行业先锋，东方日升集研发、生产、销售 与服务于一体， 产品线覆 盖储能变流器（PCS）、电池管理系统（BMS）、能量管理系统（EMS）、电池系统，以及面 向户用、工商业及大型光储的全栈式解决方案。 公司凭借自主研发的" 4S深度融合技术 "，打造了适用于可再生能源并网、电网调峰调频、需求 侧响应、应急电源及微电网等多元应用场景的高可靠性储能系统。值得一提的是，东方日升的储 能电 池系统是国内首家同时通过 中国与美国UL9540A安全认证的产品 。 本次战略 ...

Core Insights - Energy storage technology is essential in the clean energy transformation era, with China leading the global market, holding over 40% of the new energy storage capacity [2][13][22] - The rapid development of energy storage is driven by cost reduction in the supply chain and the "dual carbon" strategy, with significant overseas orders signed by Chinese companies [2][4] - The energy storage market is transitioning from policy-driven to market-driven following the removal of mandatory storage requirements, indicating a shift in dynamics [17][54] Policy and Market Dynamics - The 2015 policy framework initiated a series of reforms aimed at enhancing energy storage and smart grid construction, setting the stage for market growth [4][5] - The introduction of competitive pricing and the opening of the electricity market to private capital have created opportunities for energy storage applications [4][6] - The energy storage sector is expected to benefit from the ongoing energy transition and the increasing demand for renewable energy integration [16][43] Industry Growth and Statistics - By the end of 2024, China's new energy storage capacity reached 73.76 million kW, significantly exceeding the 30 million kW target set for 2025 [13] - Global new energy storage installations are projected to exceed 100 GW by the end of 2024, with a growth rate of 81.1% [10] - The global energy storage system shipment volume reached 286.35 GWh in the first three quarters of 2025, marking an 84.7% year-on-year increase [42] Technological Advancements - The shift from traditional pumped storage to lithium battery storage has accelerated due to cost reductions and technological advancements [10][23] - Chinese companies dominate the energy storage battery and inverter markets, with significant market shares and technological capabilities [26][31] - The integration of energy management systems (EMS) with core components like batteries and inverters enhances the competitiveness of Chinese firms [31][40] Global Market Trends - The global energy storage market is experiencing a surge driven by the need for reliable power supply and the integration of renewable energy sources [43][44] - Emerging markets in the Middle East, Southeast Asia, and Africa are witnessing rapid growth in energy storage demand due to energy supply challenges [43] - The increasing energy demands from AI data centers are expected to drive substantial growth in energy storage requirements, with projections indicating a need for 300 GWh by 2030 [44][45] Competitive Landscape - Chinese companies are expected to maintain a leading position in the global energy storage market, with significant advancements in technology and production capacity [22][28] - The competitive landscape is intensifying, with price wars emerging as companies expand internationally, potentially impacting profitability [54][57] - Regulatory challenges and trade barriers in key markets like the U.S. and EU may pose risks to Chinese firms seeking to expand their global footprint [59][61]

Core Viewpoint - The company is actively expanding its energy storage converter (PCS) business to meet high demand in the coming years while ensuring stable gross margins despite rising raw material costs [1] Group 1: Production Capacity and Orders - The company is collaborating with Zhuzhou Institute on energy storage integration projects and is also exploring partnerships with other clients [1] - A comprehensive cooperation agreement has been reached with a well-known system integrator in the industry [1] Group 2: Future Plans and Market Confidence - The company has completed its first liquid-cooled centralized energy storage system by the third quarter of 2025 [1] - There is strong confidence in the photovoltaic energy storage business, with plans to develop differentiated technological advantages in high-voltage PCS [1] - The company aims to leverage its collaboration with CRRC New Energy to accelerate market expansion with system integrators [1] Group 3: Production Line Development - The company is simultaneously constructing production lines to support the expansion of its energy storage PCS market [1]

Core Viewpoint - The energy storage sector is experiencing significant market divergence, with a recent net outflow of nearly 7 billion yuan, indicating short-term profit-taking by some investors. However, the underlying logic supporting energy storage remains strong and is expected to continue in the long term [1][2][3]. Market Dynamics - The current divergence in the energy storage market is primarily due to the balance between short-term trading congestion and the long-term high growth potential. Recent data shows a net outflow of 6.725 billion yuan from the energy storage sector and 5.049 billion yuan from the lithium battery sector on November 19 [2]. - The energy storage sector's congestion is nearing historical highs, suggesting that any market fluctuations could lead to increased volatility [1][2]. Long-term Growth Drivers - Global energy storage demand is projected to remain high, with significant growth rates expected in various regions by 2026: Europe (40%), the US (45%), and the Middle East (100%). The overall global growth rate for large-scale energy storage is anticipated to reach 54% [3]. - In China, the transition towards renewable energy has surpassed traditional coal power generation, leading to increased pressure on energy consumption. This shift indicates a transformation in the power system, where energy storage is becoming a crucial component [3]. Technological Advancements - The development of grid-friendly energy storage technologies is essential for enhancing grid stability and increasing the penetration of renewable energy sources. Configuring a certain proportion of grid-friendly storage systems can improve renewable energy penetration rates by 15% to 20% [4]. - The investment value of Power Conversion Systems (PCS) is highlighted, as they play a critical role in connecting energy storage batteries to the grid and ensuring stable energy management [4]. Investment Opportunities - Companies leading in the PCS market are expected to maintain a dominant position due to their brand and distribution advantages. Notable companies include Sungrow Power Supply, Kehua Data, and Sungrow Electric [4]. - Firms that are well-positioned in the domestic large-scale storage market and can capitalize on independent storage growth opportunities are also highlighted, such as Haibosichuang [4]. - Companies with strong global competitiveness in large-scale storage, particularly those expanding into emerging markets like Europe and the Middle East, are recommended for investment consideration [4].

Core Viewpoint - Colin Electric aims to become a world-class integrated energy service provider, focusing on the synergy of smart grids, new energy, and comprehensive energy services in response to energy transition and new power system construction [5][6]. Group 1: Business Development and Strategy - The company is transitioning from an equipment supplier to a provider of integrated solutions in solar and energy storage, with significant advancements in energy density, safety performance, and cycle life of its products [6][7]. - Colin Electric is establishing a "triangular" development pattern that integrates smart grids, new energy, and comprehensive energy services, emphasizing their interdependence and synergy [7]. - The company has identified three major market demands driving its growth: grid upgrades, the need for energy storage systems due to the large-scale development of renewable energy, and the demand for efficient energy solutions from enterprises and parks [7]. Group 2: Financial Performance - In the first nine months of the year, Colin Electric achieved a revenue of 3.216 billion yuan, a year-on-year increase of 23.63%, and a net profit attributable to shareholders of 217 million yuan, with a growth rate of 45.9% [8]. - The third quarter alone saw a revenue of 1.072 billion yuan, reflecting a year-on-year growth of 27.27%, and a net profit of 56.52 million yuan, with an impressive increase of 705.48% [8]. Group 3: Global Expansion and Partnerships - The company has strengthened its overseas market development, signing new orders worth 267 million yuan in the first half of the year, leveraging the global network of Hisense Group [9]. - Colin Electric plans to establish independent overseas sales channels and expand its product offerings, including traditional electrical equipment, to create a comprehensive market presence [9].