平海石场"源网荷储一体化"项目建设提速，稔平环岛高速、惠州一号公路低碳高速项目多点铺开，惠州 市儿童公园等分布式光伏项目稳步推进，公共机构节能技改扩面，无人机医疗速配航线试点成功…… 2025年，惠州交投集团旗下惠州交投能源投资有限公司多维发力，以多元项目驱动企业从传统业务向新 能源综合服务商转型，斩获多项国家级荣誉，助力地方"双碳"目标落地与民生出行升级。 光储为翼 高速驿站筑牢绿色出行保障 惠大高速元山服务区"光储充"一体化低碳示范项目，获评国家工信部智能光伏试点示范项目、2025年全 国交通与能源融合创新案例、2025年交通运输与能源融合发展典型案例，其创新模式与实践成果备受肯 定。 惠州交投集团供图 在惠大高速元山服务区，车棚与场地上整齐排列的光伏板如绿色能量网般，默默收纳着阳光的馈赠。作 为广东省首个建成投用的高速服务区"光储充"一体化项目，这里自2023年9月起，便成为新能源车主的 安心补给站。 据悉，该项目总投资1050万元，配备1兆瓦光伏发电系统、860千瓦时储能系统与4套480千瓦充电堆， 30%的光伏绿电供应服务区日常用电，70%则用于车辆充电与储能设备补能。24个全天候开放的充电车 位， ...

Core Viewpoint - The company has established a foundation in integrated solar energy storage and charging projects since around 2016, demonstrating its technical and construction capabilities [1] Group 1: Company Developments - The company has successfully implemented a 20 megawatt solar and energy storage project in collaboration with State Power Investment Corporation in Zhejiang, which has already been connected to the grid in 2022 [1] - Currently, the company's focus in the new energy sector is primarily on the domestic market [1]

Core Insights - The increasing demand for electric vehicle charging is not being met by profitable charging station operators, who are facing challenges such as declining service fees and intense competition [2] - The integration of solar storage and V2G (Vehicle-to-Grid) technology presents a potential solution to both the profitability issues of charging operators and the pressure on the power grid [2][3] Group 1: Challenges in Commercialization - The solar storage charging integration project combines photovoltaic generation, energy storage systems, and charging facilities, but faces difficulties in achieving a scalable commercial model [3] - Current energy storage systems have a cycle life of less than 6,000 times and can lose up to 20% efficiency in extreme conditions, limiting the economic viability of solar storage charging [3] - 80% of solar storage projects rely on price differentials for revenue, with only 35% of operators achieving breakeven [4] Group 2: Development of Demonstration Projects - Various demonstration projects combining solar storage and V2G technologies are emerging across the country, showing promising results and driving innovation in commercial models [5] - A notable project in Suqian integrates photovoltaic generation, energy storage, and V2G charging, achieving a daily power generation of 104 kWh and a solar utilization rate of 100% [7] - The establishment of a "solar storage charging and inspection" station in Zaozhuang demonstrates the potential for vehicle-grid interaction, achieving significant energy discharge capabilities [8] Group 3: Policy and Standardization Needs - The success of solar storage and V2G projects largely depends on government subsidies, raising concerns about sustainability if policies change [10] - There is a need for clear long-term policy mechanisms to support the operation of solar storage projects and ensure efficient integration with the grid [10] - Standardization issues, including safety standards and communication protocols, must be addressed to facilitate the large-scale commercialization of solar storage and V2G projects [11]

Group 1 - The stock of Huati Technology increased by 9.99%, reaching a price of 19.16 yuan, with a total market capitalization of 3.157 billion yuan and a trading volume of 1.67 billion yuan, indicating a turnover rate of 5.48% [1] - The company is enhancing its risk management in the lithium mining business by increasing the amount allocated for commodity hedging, which is related to the lithium battery and energy storage industry [1] - Huati Technology is collaborating with Huawei Digital Energy to advance the implementation of integrated solar storage and charging projects, linking it to the new energy infrastructure sector [1] Group 2 - The company has signed a supplementary agreement for the renovation of smart city road lighting, which expands its order scale and is associated with smart city and new infrastructure themes [1] - Huati Technology is primarily involved in sectors such as lithium batteries and energy storage, smart cities, new energy infrastructure, commodity futures hedging, and collaborations with Huawei Digital Energy [1]

Core Viewpoint - The establishment of Shenzhen Jianyuan Energy Technology Co., Ltd. marks a strategic move by Ganfeng Lithium to enhance its energy storage business, focusing on independent energy storage stations and virtual power plants [1][3]. Group 1: Company Establishment and Structure - Shenzhen Jianyuan Energy Technology Co., Ltd. has a registered capital of 130 million yuan and is wholly owned by Shenzhen Yichu Energy Technology Co., Ltd., a subsidiary of Ganfeng Lithium [1][3]. - Shenzhen Yichu Energy Technology Co., Ltd. focuses on investing in and operating independent energy storage stations and is actively expanding into the virtual power plant sector [3]. Group 2: Market Trends and Growth - The independent energy storage market is entering a high-growth phase, with a doubling in the number of projects in the first half of the year, driven by the cancellation of mandatory energy storage requirements and the impending full coverage of the electricity spot market [3]. - Ganfeng Lithium aims to leverage the growth in the energy storage market as a key growth point for its lithium battery business, extending its operations to include energy storage systems and energy storage station construction [3][6]. Group 3: Project Developments and Investments - Shenzhen Yichu has signed over 30 independent shared energy storage station projects nationwide, with a total layout exceeding 18.1 GWh [5]. - Significant projects include a 400MW/800MWh independent shared energy storage station in Shanxi with an investment of approximately 1.2 billion yuan and another 400MW/1600MWh project with a total investment of 2 billion yuan, expected to generate annual revenue of 300 million yuan [5][6]. Group 4: Future Goals and Performance - The chairman of Shenzhen Yichu has set ambitious targets for the second half of the year, aiming to sign contracts for 30 GWh, commence construction on 20 GWh, and connect 10 GWh to the grid [6]. - By the end of 2024, Ganfeng Lithium's energy storage battery shipments reached 8,195.4 MWh, with energy storage business revenue exceeding 5 billion yuan, accounting for 15% of total revenue [6].

Core Insights - The project in Bozhou aims to establish a clean and low-carbon energy system, aligning with the city's carbon peak construction goals [1][2] - The integrated "light-storage-charge" demonstration project at the Bozhou South High-speed Railway Station innovatively combines photovoltaic power generation, energy storage systems, and charging piles [1] Group 1 - The project utilizes space from the bus terminal and social parking lots to build a steel-structured photovoltaic carport, installing high-efficiency monocrystalline silicon components and a 50 kW/100 kWh lithium-ion energy storage system [1] - The system achieves over 85% operational efficiency through a smart energy platform that optimizes dynamic charging and discharging, with a self-consumption ratio of 34.5% [1] - The project generates an average annual electricity output of 1.1198 million kWh, equivalent to saving 338.43 tons of standard coal and reducing carbon dioxide emissions by 929.42 tons [1] Group 2 - The project achieved first-year revenue of 824,100 yuan, with an average annual economic benefit of 768,600 yuan, a post-tax return rate of 7.34%, and a dynamic payback period of 14.09 years [1] - The project employs three core technologies: full-chain energy management of "light-storage-charge," AI intelligent scheduling for real-time optimization, and peak shaving and valley filling functions of the energy storage system [2] - As a key practice for Bozhou as one of the "first batch of carbon peak pilot cities" in China, the project serves as a replicable model for zero-carbon transformation in transportation hubs [2]