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]

矿业光储项目是公司为解决非洲部分矿区核心能源痛点而启动并设计的标桿性工程。项目计划建设 74.15MWp光伏发电设施及45MW/100MWh储能系统，以为矿业提供稳定、低碳的电力保障。目前公司 已完成了项目的设计阶段，正有序推进设备采购及工程建设工作。若涉及其他需要董事会或股东会审议 的事项，需另行召开董事会或股东会审议，内容将根据《香港联合交易所有限公司证券上市规则》进行 披露。 公司为领先的新能源智能装备及光储能源服务一体化解决方案的提供商，本次采购旨在支持矿业光储项 目的绿色能源项目建设，符合公司发展战略及海外市场拓展计划。 智通财经APP讯，博雷顿(01333)发布公告，公司于2025年9月18日，作为买方与果下科技(作为卖方)订 立了一份储能系统设备采购合同，内容有关矿业光储项目储能系统设备的采购、交付及配套服务。该采 购合同总金额为人民币1.21亿元。 该采购合同涵盖矿业光储项目所需的储能系统设备，包括但不限于：储能电池舱、变流升压一体机、直 流及交流电缆、升压变电站设备、光伏升压变、监控系统、消防系统、接地材料等。 于2025年6月26日，公司召开了2024年年度股东会并审议了"关于授权海外业务 ...

Core Insights - The company has entered into a procurement contract with Guoxia Technology for energy storage system equipment, totaling RMB 121 million, aimed at supporting a mining solar-storage project [1][2] - The mining solar-storage project is designed to address energy challenges in certain African mining areas, featuring a planned 74.15MWp photovoltaic facility and a 45MW/100MWh energy storage system [2] Group 1 - The procurement contract includes essential equipment such as energy storage battery cabins, integrated inverter-boosters, cables, substation equipment, photovoltaic boosters, monitoring systems, fire protection systems, and grounding materials [1] - The company aims to leverage its advantages in the Chinese new energy industry chain to provide comprehensive solutions, including electric mining vehicles and microgrid systems, to reduce energy costs and facilitate green mining transformations [1][2] Group 2 - The company has completed the design phase of the mining solar-storage project and is progressing with equipment procurement and construction [2] - The procurement aligns with the company's strategic development and overseas market expansion plans, focusing on the urgent demand for new energy engineering machinery in emerging markets like Africa and the Middle East [1][2]

文 | 中关村储能产业技术联盟 9月16日，中国电建江西电建公司化德县星远新能源科技有限公司500MW/ 2000MWh 独 立新型储能建设项目储能系统设备采购项目中标结果公示。 招标人：中国电建集团江西省电力建设有限公司 中标单位名称：姚安远信储能科技有限公司 8月新型储能装机2.9GW/7.97GWh，大基地等源侧储能同比+285%/+354% 180GW 2500亿！为何"规模化"成为新型储能发展下一个重点 ESIE 2026 储能产业发展的风向标 预定展位详情咨询： 曹先生 13 5 5 2 7 1 2 1 8 9 王先生 13 5 8 1 8 8 5 5 2 0 李先生 13 5 8 1 7 4 1 6 8 0 相关阅读 两部委重磅发布！新能源就近消纳价格机制完善，储能支撑作用激发应用需求 联盟官微 关注政策、项目、企业、市场活动 联盟官方小秘书 入会、入群、产业交流、活动对接 ...

Core Viewpoint - The article discusses the procurement results for independent energy storage projects in Inner Mongolia, highlighting the winning bidders and their respective bid prices for three project segments [2][3]. Group 1: Project Overview - The projects include the 500MW/2GWh independent energy storage project in Hohhot, the 400MW/1.6GWh project in Dengkou County, and the 400MW/1.6GWh project in Balinzuoqi, Inner Mongolia [2][6]. - The total number of participating companies in the bidding was 25, with bid prices ranging from 0.3931 to 0.52 yuan/Wh [3]. Group 2: Winning Bidders and Bid Prices - For Segment 1 (Hohhot project), the winning bidders and their bid prices were: - CRRC Zhuzhou Electric Locomotive Research Institute: 792 million yuan, 0.396 yuan/Wh - BYD Auto Industry: 796 million yuan, 0.398 yuan/Wh - Shandong Electric Era Energy Technology: 797.6 million yuan, 0.399 yuan/Wh [5][6]. - For Segment 2 (Dengkou project), the winning bidders and their bid prices were: - BYD Auto Industry: 628.43 million yuan, 0.393 yuan/Wh - Shandong Electric Era Energy Technology: 636.1 million yuan, 0.398 yuan/Wh - Dongfang Electric Automatic Control Engineering: 627.295 million yuan, 0.392 yuan/Wh [5][6]. - For Segment 3 (Balinzuoqi project), the winning bidders and their bid prices were: - Shandong Electric Era Energy Technology: 638.1 million yuan, 0.399 yuan/Wh - Dongfang Electric Automatic Control Engineering: 628.95237 million yuan, 0.393 yuan/Wh - Xuchang XJ Electric Technology: 643.912 million yuan, 0.402 yuan/Wh [5][6]. Group 3: Bid Evaluation and Qualifications - The winning bidders met the qualification requirements, including having the necessary research and manufacturing capabilities for core products such as PCS and BMS, and holding ISO 9001 quality management system certification [7][8]. - The evaluation process ensured that if a bidder was selected as the first candidate for multiple segments, they would only be recommended for the segment with the highest priority [2][3].

Core Viewpoint - Recent announcements from four companies indicate significant developments in the energy storage sector, with a total capacity of 5.53 GWh in new orders [2] Group 1: Company Announcements - Zhiguang Electric has signed a sales contract for energy storage system equipment worth 204 million yuan, involving a 200 MW/400 MWh system to be connected to the Jieyang power grid [3] - Zhongqi New Energy has signed a memorandum of cooperation with IndiGrid for a 5 GWh energy storage system product for the years 2026-2027 [4] - Sungrow Power has deployed a 30 MW/60 MWh battery storage system in Finland, contributing to the renewable energy grid in the region [7][9] - China Storage Technology has signed a supply project for a 70 MWh energy storage station in Japan, marking its first project in the Japanese market [11][12] Group 2: Financial and Operational Insights - Zhiguang Electric's energy storage business reported a revenue of 1.063 billion yuan in 2024, a year-on-year increase of nearly 15%, with a shipment volume of 3.6 GWh and an order volume of 4.1 GWh, reflecting over 200% growth [3] - The overall static investment for Zhiguang Electric's new project is 468 million yuan, with dynamic investment slightly higher at 474 million yuan [3] - Zhongqi New Energy aims to enhance its innovation and research capabilities in the power battery sector, having recently established its operations [6]

Group 1 - The company signed a sales contract worth 204 million yuan for a 200MW/400MWh energy storage system with Guangdong Pengxin Energy Technology Co., Ltd [1] - The contract is expected to positively impact the company's financial status and operating performance for the current and future years [1] - The company anticipates a net loss of 45 million to 60 million yuan for the first half of the year, representing a reduction in losses of 33.50% to 50.13% compared to the same period last year [1] Group 2 - In 2024, the company reported a revenue of 2.596 billion yuan, a decrease of 5.05% year-on-year, and a net loss of 326 million yuan, a decrease of 108.05% year-on-year [2] - The energy storage business generated a revenue of 1.063 billion yuan, showing a year-on-year growth of nearly 15% [2] - The company achieved an energy storage system shipment volume of 3.6 GWh and an order volume of 4.1 GWh, with a year-on-year increase of over 200% [2]

Group 1 - The core point of the news is that Zhiguang Electric (002169) has signed a sales contract worth 204 million yuan for a 200MW/400MWh energy storage system with Guangdong Pengxin Energy Storage Co., which is expected to positively impact the company's financial performance in the current and future years [2] - The company anticipates a net loss of 45 million to 60 million yuan for the first half of the year, which represents a reduction in losses of 33.50% to 50.13% compared to the same period last year [2] - The company’s earnings per share is expected to be a loss of 0.0580 yuan to 0.0774 yuan [2] Group 2 - In the previous year, Zhiguang Electric's energy storage business experienced growth despite market challenges, with energy storage revenue reaching 1.063 billion yuan, a year-on-year increase of nearly 15% [3] - The company shipped 3.6 GWh of energy storage systems and received orders totaling 4.1 GWh, representing a year-on-year growth of over 200% [3] - The large-scale energy storage systems introduced by the company have a maximum power of 25MW and an efficiency greater than 90%, being widely used by major clients such as State Grid and China Southern Power Grid [3]

Core Viewpoint - The company Zhiguang Electric (002169) has signed a sales contract worth 204 million yuan with Guangdong Pengxin Energy Technology Co., Ltd. for a 200MW/400MWh energy storage system, which is expected to positively impact its financial status and operating performance in the current and future years [1][1][1] Group 1 - The contract amount is 204 million yuan for the sale of energy storage system equipment [1] - The contract is part of the company's routine business operations and may be affected by unforeseen policy or market conditions [1][1] - Successful execution of the contract is anticipated to have a positive effect on the company's financial performance [1][1][1] Group 2 - The company emphasizes that the contract will not affect its business independence and will not create dependency on the counterparty [1][1] - As of August 11, the stock price of Zhiguang Electric was 6.64 yuan per share, with a total market capitalization of approximately 5.197 billion yuan [1][1][1]