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国内20+ A股储能上市公司回应美“对等关税”政策影响
鑫椤储能· 2025-04-18 02:05
-广告- 关注公众号,点击公众号主页右上角" ··· ",设置星标 "⭐" ,关注 鑫椤储能 资讯~ 大容量电芯竞争进入新阶段,瑞浦兰钧392Ah电芯重构储能价值 近日,瑞浦兰钧在北京发布了新一代大容量储能电芯问顶®392Ah及PowtrixTM6.26MWh储能系 统。 工商业深谷电价0.25元/度!午间新能源消纳增加5.8GW!山东首创"五段式"分时电价政策 行业一周热点新闻 4月15日上午,山东省人民政府新闻办公室举行"抓改革创新 促高质量发展"主题系列新闻发布会 第十七场,邀请山东省发展和改革委员会负责同志等介绍山东深化分时电价改革,促进新能源消 纳和惠企利民情况,并回答记者提问。山东省发展和改革委员会副主任刘勇介绍,山东省在全国 范围内率先建立并实施了"五段式"分时电价机制。 所谓"五段式",就是将1天分为尖、峰、平、谷、深谷五个时段,根据不同时段的电力供需情 况,实行差异化的电价政策,目的在于引导用户削峰填谷、优化电力资源配置。 "五段式"分时电价政策简单来讲,就是将1天分为尖、峰、平、谷和深谷五个时段,以2025年4 月份35千伏一般工商业电价为例,低谷时段为10:00至15:00,电价为每度0 ...
涉及订单3GWh!2企又签储能重磅合作
行家说储能· 2025-04-09 07:17
Core Viewpoint - The article highlights significant developments in the energy storage sector, particularly focusing on the strategic partnerships formed by companies like Yuneng Mofang and Putailai, which are expanding their market presence in Japan and Europe amidst changing trade dynamics and tariffs [1][5]. Group 1: Yuneng Mofang's Strategic Moves - Yuneng Mofang signed a strategic procurement agreement with Japan's Noah to supply a total of 2GWh of grid frequency regulation energy storage systems and 1,000 energy storage charging piles [1]. - The grid frequency regulation energy storage system utilizes advanced control technology that supports multiple grid regulation modes, achieving a reduction in frequency adjustment time by over 50ms [3]. - The energy storage charging piles feature an integrated design with a maximum storage capacity of 209kWh and a maximum charging power of 200kW, capable of fast charging 3 to 5 vehicles [3]. Group 2: Market Growth and Opportunities - Japan's energy storage market is experiencing rapid growth, with an annual growth rate exceeding 40%, and projections indicate over 30GW of confirmed investment in grid-side storage projects by 2030 [4]. - BNEF forecasts a compound annual growth rate of approximately 117.5% for Japan's energy storage market over the next six years, indicating substantial opportunities for companies like Yuneng Mofang [4]. - Other companies, including CATL and Trina Solar, are also accelerating their expansion into the Japanese market, highlighting a competitive landscape [4]. Group 3: Putailai's European Expansion - Putailai announced a memorandum of cooperation with Germany's MOLL to collaborate on a sodium-ion battery factory project, targeting an annual production capacity of 500MWh to 1GWh [6]. - The collaboration will encompass OEM services, equipment supply, and materials supply, indicating a strategic move to enhance production capabilities in the energy storage sector [6]. - Putailai's export revenue to the U.S. is relatively low, suggesting that the impact of U.S. tariffs on its business operations is minimal, allowing the company to focus on expanding its overseas market presence [8].