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~ 集邦光储观察获悉，12月31日，储能产业链上下游同传捷报。在系统集成端，比亚迪预中标中国电建大规模储能系统设备采购；在电 芯端，海辰储能中标中国电气装备集团的大容量电芯采购。 01 比亚迪预中标中电建储能系统设备采购 12月31日，中国电建邯郸建投新能源（曲周县400MW、成安县450MW）储能系统设备采购项目中标候选人公示。 公告显示，项目 第一中标候选人为比亚迪 ；第二中标候选人为中铁物资集团；第三中标候选人为河北汇金集团。 02 海辰储能中标中国电气装备大容量电芯采购 12月31日，中国电气装备集团储能科技有限公司大容量磷酸铁锂电芯物资采购入围结果公示， 中标人为海辰储能 。 公告显示，共有8家供应商入围，分别是：宁德时代、亿纬锂能、楚能新能源、瑞浦兰钧、海辰储能、鹏程无限、欣旺达及中创新航。 此前，12月10日，中国电气装备集团储能科技有限公司大容量磷酸铁锂电芯物资采购公告发布，宣布将采用"框架入围+邀请谈判或询 比或竞价采购"的模式， 集中采购314Ah以上的电芯 。 鑫椤资讯成立于2010年，主要服务于炭素 ...

领湃科技(300530.SZ)公告，公司全资子公司湖南领湃储能科技有限公司(乙方)此前与某客户(甲方)签订 了《100MW/200MWh储能电站项目储能系统设备采购合同》。原协议签订后，因甲方项目地土地审批 手续未通过等原因，项目未如期启动且至今仍处于停顿状态，另因合同签署距今已逾一年，外部市场环 境发生重大变化，储能设备市场价格大幅下跌，如继续履行合同将对甲方造成比目前市场价更重的经济 负担，但与此同时，为响应合同中约定要求，良好履行己方合同义务，乙方在合同签订后，积极购买原 材料投入人力物力生产，按甲方要求备货，以备甲方随时之需，乙方已按甲方要求设计方案备货10台储 能设备，现已形成呆滞，双方均各自投入巨大。经友好协商，甲乙双方签订的原采购合同终止，不再继 续履行。 ...

人民财讯12月17日电，领湃科技（300530）12月17日公告，此前公告，全资子公司湖南领湃储能科技有 限公司(以下简称"乙方")与某客户(以下简称"甲方")签订了《100MW/200MWh储能电站项目储能系统设 备采购合同》，合同金额预计为1.25亿元(含税)。因合同签署距今已逾一年，外部市场环境发生重大变 化，储能设备市场价格大幅下跌，双方决定终止原采购合同，同时，甲方支付给乙方的部分预付款共计 500万元，经双方协商后，明确甲方向乙方购买价值不少于1000万元的乙方储能产品，前述500万元可抵 扣甲方应付货款。 ...

每经AI快讯，12月17日，领湃科技（300530）公告，公司全资子公司湖南领湃储能科技有限公司与某 客户签订的《100MW/200MWh储能电站项目储能系统设备采购合同》已终止，原合同金额预计为1.25 亿元(含税)。因甲方项目土地审批未通过及市场环境变化导致项目停滞，双方协商一致终止履行原合 同。甲方已支付500万元预付款，将用于抵扣其向乙方采购不少于1000万元的储能产品货款，相关交易 事项由双方另行签订买卖合同约定。若甲方无正当理由拒绝签约，则500万元归乙方所有作为补偿。本 次终止不会对公司当期经营业绩及财务状况产生重大影响，具体以年度审计结果为准。 ...

领湃科技（300530）(300530.SZ)公告，公司全资子公司湖南领湃储能科技有限公司(乙方)此前与某客户 (甲方)签订了《100MW/200MWh储能电站项目储能系统设备采购合同》。原协议签订后，因甲方项目 地土地审批手续未通过等原因，项目未如期启动且至今仍处于停顿状态，另因合同签署距今已逾一年， 外部市场环境发生重大变化，储能设备市场价格大幅下跌，如继续履行合同将对甲方造成比目前市场价 更重的经济负担，但与此同时，为响应合同中约定要求，良好履行己方合同义务，乙方在合同签订后， 积极购买原材料投入人力物力生产，按甲方要求备货，以备甲方随时之需，乙方已按甲方要求设计方案 备货10台储能设备，现已形成呆滞，双方均各自投入巨大。经友好协商，甲乙双方签订的原采购合同终 止，不再继续履行。 ...

1、甲乙双方签订的原采购合同终止，不再继续履行。2、同时，甲方支付给乙方的部分预付款共计500 万元，经双方协商后，明确甲方向乙方购买价值不少于1000万元的乙方储能产品（原采购合同已备货 5MWh储能柜一台及乙方261Kwh标准储能柜若干），前述500万元可抵扣甲方应付货款，甲方须于2026 年9月30日前完成提货，且提货前甲方应当完成全部货款支付，有关交易的具体事宜双方另行签订买卖 合同明确。原乙方向甲方开具的1,250万元增值税专用发票事项，后续双方协商处理。3、双方应于2026 年9月30日之前签订买卖合同并完成前述储能产品采购事宜，如因任何一方客观原因导致无法按期完成 合同签订的，双方应友好协商并确定延期安排。若因甲方无正当理由恶意拒绝签订合同，则视为甲方自 动放弃采购乙方产品并抵偿500万元货款的权利，该500万元归乙方所有，作为对乙方原采购合同投入准 备的补偿，乙方无需再退还甲方，也不再抵扣任何货款，甲方同意不再向乙方主张相关权利。4、其他 义务：本协议签订后，除前述500万元相关约定事宜须按本约定履行外，双方其他权利义务两清，甲乙 方均不得以任何理由就原协议再向另一方主张任何权利。 格隆汇12 ...

Core Viewpoint - The article discusses the procurement results for a 300MW 1200MWh independent energy storage project by Gansu Huitong New Energy Development Co., Ltd., highlighting the winning bid from Contemporary Amperex Technology Co., Limited (CATL) at a price of 0.499 yuan/Wh [2][4]. Group 1: Project Overview - The project involves a 300MW 1200MWh independent energy storage system [1][9]. - The procurement announcement was made by the Zhangye Public Resources Trading Center on October 17 [1]. Group 2: Bidding Results - The winning bidder is CATL, with a bid price of 0.499 yuan/Wh [2][4]. - The second and third bidders were Xi'an Singularity Energy Co., Ltd. at 0.508 yuan/Wh and Shandong Electric Era Energy Technology Co., Ltd. at 0.507 yuan/Wh, respectively [4][9]. Group 3: Bidding Requirements - Bidders were required to have at least one project with a capacity greater than 100MWh or a cumulative contract performance of no less than 1000MWh for lithium iron phosphate energy storage systems since January 1, 2022 [4][5]. - The bidding documents specified that battery production dates must not exceed three months prior to the actual supply date [5]. - Bidders needed to ensure that their energy storage battery systems had no fire incidents in the past three years and provide detailed safety design documentation [5].

Group 1 - The core viewpoint of the article highlights the recent procurement results for a large-scale energy storage project by China Electric Power Construction Group Hubei Engineering Co., Ltd., indicating ongoing developments in the energy storage sector [2] - The successful bidder for the procurement project is Inner Mongolia Haibo Sichuang Technology Co., Ltd., which signifies a collaboration in the energy storage equipment supply [2] - The project involves a significant capacity of 500 MW and 300 MWh, showcasing the scale and importance of energy storage solutions in the current energy landscape [2] Group 2 - Haibo Sichuang has reported a 22.66% year-on-year increase in revenue for the first half of 2025, amounting to a net profit of 316 million yuan, reflecting strong financial performance in the energy storage market [6] - The company has also engaged in new initiatives within the artificial intelligence sector, targeting power trading and asset management for energy storage stations, indicating a strategic expansion into digital solutions [6] - A leasing agreement for a 3 GWh energy storage station has been signed for a duration of 10 years, further emphasizing the growing demand for energy storage infrastructure [6]

Core Viewpoint - The article discusses the procurement announcement for a 300MW/1200MWh independent energy storage project by Gansu Huitong New Energy Development Co., Ltd, highlighting the project's approval, bidding conditions, and requirements for bidders [2][3]. Group 1: Project Overview - The project involves the procurement of energy storage system equipment for a 300MW/1200MWh independent energy storage project [2][3]. - The project has been approved by the Zhangye City Development and Reform Bureau, indicating it is ready for bidding [3]. - The construction funding will be sourced from multiple channels, with the bidding conducted by Zhangye Jiaotou Transportation Material Supply Co., Ltd [3]. Group 2: Bidding Conditions - Bidders must possess independent legal entity status within China and have production capabilities relevant to the bidding requirements [3][5]. - Bidders are required to have self-developed and produced at least one of the following: battery cells, PCS (Power Conversion System), EMS (Energy Management System), or BMS (Battery Management System) [3][5]. - A minimum project performance record of at least one project with a capacity of ≥100MWh or a cumulative contract performance of no less than 1000MWh since January 1, 2022, is required [5]. Group 3: Submission Requirements - Bidders must submit a "Bid Commitment Letter" along with their bid documents, affirming the authenticity of their materials and compliance with regulations [7]. - Bidders must not be listed as "dishonest executors" on the "Credit China" website or other relevant lists [6][7]. - The deadline for submitting bids is set for October 14, 2025, and submissions must be made electronically [10]. Group 4: Additional Information - The bidding documents can be downloaded from the Zhangye Public Resource Trading Center website between September 24, 2025, and October 14, 2025 [8][9]. - The project will utilize a fully electronic bidding process, and bidders are advised to ensure their digital certificates are functioning properly to avoid submission issues [10].

Major Events - Jinfang Pharmaceutical-B (02595) received a subscription rate of 2662.79 times for its public offering in Hong Kong, raising approximately HKD 1.67 billion from the global offering [1] - Heng Rui Pharmaceutical (01276) announced that its SHR-1501 injection has been included in the list of proposed breakthrough therapy products [1] - Shanghai Pharmaceuticals (02607) successfully passed the consistency evaluation for the generic drug Nicorandil tablets [1] - Qutech Technology (01478) plans to sell 51.08% of its stake in India for INR 5.53 billion [1] - Boleton (01333) signed a procurement contract for energy storage system equipment with Guoxia Technology [1] - Hongye Futures (03678) shareholders Suhao Huihong and Hongye Logistics collectively reduced their holdings by 5.9482 million shares [1] - Shangu Holdings (00412) responded to concerns about concentrated shareholding, stating that the company can comply with public shareholding regulations [1] - Changfei Optical Fiber and Cable (06869) experienced unusual stock price fluctuations, with its hollow core fiber business not yet significantly impacting financial data [1] - Sanhua Intelligent Control (02050) reported abnormal trading fluctuations in A-shares, confirming no undisclosed significant matters or ongoing major planning [1] Operating Performance - China Pacific Insurance (02601) reported that its life insurance premium income for the first eight months reached CNY 217.05 billion, a year-on-year increase of 13.2% [1] - Datang Renewable (01798) completed a power generation volume of 2.1691 million MWh in August, representing a year-on-year increase of 27.5% [1]