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，近期，宁德时代、特斯拉、晶科储能以及美淼储能接连在日本、澳 大利亚、中东非等地获得新订单，涵盖电网级储能、风储项目以及液流电池等。 01 宁德时代拿下日本2.4GWh储能订单 近日，宁德时代与丸红株式会社旗下子公司丸红电力零售、Sun Vil lage签署谅解备忘录 （MoU），宣布将联合推进日本总规模达 2.4GWh 的电网级储能项目。 根据合作内容，三方将按照各自优势明确分工： 通过整合三家企业在储能技术、项目开发及能源运营方面的优势，加速日本电网级储能 项目的商业化进程和规模化落地。 该项目规模为 150MW/600MW h，配储时长为4小时，预计将于2026年初启动，并于 2027年年中竣工。 此外，特斯拉还将为项目提供并网逆变器，该逆变器具备高转换效率和稳定性能，能进 一步提升整个储能项目的运行可靠性和经济效益。 03 晶科中东非25MWh储能系统项目 11月19日，晶科储能宣布签署协议，将在中东与非洲（MEA）地区部署 25MWh储能 项目 。 Su nVi l l age将负责储能项目的 ...

据报道，协议强调电池全生命周期管理，与欧盟《新电池法》形成互补，共同强化电池相关的环境监管和资源回收要求。 在碳足迹方面，电动汽车电池、工业电池需披露全生命周期碳排放量，这意味着从电池原材料开采、电池生产、使用到最终回收的每一个环节，碳排放 都将被量化和监测。到2027年，将设定严格阈值，超标产品将被限制进入市场，推动企业采用清洁能源和绿色生产工艺，降低电池碳足迹。 日前，欧洲先进可充电电池与锂电池协会与欧洲电池伙伴关系协会联合发布了《欧洲电池协议》，围绕着电池全生命周期管理，从创新、生 产、采购、保障等方面提出了一系列方案。 确保欧洲领先地位 在欧洲，电动汽车（EV）动力电池是电池中市场最为关注的品类之一。也正因如此，从《新电池法》到《欧洲电池协议》，动力电池的发展也是其中 的重点之一。 《欧洲电池协议》旨在通过协同行动构建全球竞争力的电池生态系统，推动欧洲电池产业复兴并实现气候目标。其核心目标是建立可持续、包容的电池 产业链，确保欧洲在技术主权和产业竞争力上的领先地位。 该协议通过创新、生产、采购、保障四大支柱，结合规模效应、推进速度、可持续性等原则，制定统一的电池产业战略。 协议所称的关键行动方向，包括 ...

Group 1 - The article emphasizes the successful integration of capital markets in Dalian, which has facilitated significant advancements in local industries, particularly in the port and petrochemical sectors [1][3][4] - Dalian's capital market has played a crucial role in optimizing port resources, with the first domestic listed company merger through stock swap occurring in 2021, resulting in Liaoport's total assets exceeding 55 billion yuan and a significant increase in its market position [3][4] - The article highlights the strategic importance of capital markets in supporting the transformation and upgrading of industries, with a focus on high-quality development and innovation [2][5] Group 2 - Dalian's capital market has supported technology innovation by facilitating financing of 50.355 billion yuan, with 11.628 billion yuan from the stock market and 38.727 billion yuan from the bond market, enhancing the growth of new productive forces [6][7] - The article notes the successful issuance of the first technology innovation corporate bond in Dalian, raising 7.5 billion yuan for renewable energy projects, showcasing the effectiveness of capital markets in driving industry upgrades [7] - The local government has implemented measures to enhance the role of government investment funds in supporting high-quality industrial development, focusing on ten key industrial clusters [4][6] Group 3 - The article discusses the stringent regulatory measures in place to prevent systemic financial risks, with Dalian's regulatory bodies actively addressing illegal financial activities and enhancing compliance within the private equity sector [9][10] - Dalian's regulatory authorities have established a collaborative mechanism with local government departments to share information and manage risks effectively, ensuring the stability of the financial environment [9][10] - The article highlights the importance of maintaining investor rights and the proactive measures taken to address issues related to private fund management and compliance [10]

Core Insights - The article discusses the achievements and developments of Dalian's capital market during the "14th Five-Year Plan" period, highlighting its role in supporting industrial upgrades and economic growth in the region [13][14]. Group 1: Market Growth - As of the end of Q3 2025, Dalian has 29 domestic listed companies, an increase of 31.82% from 22 companies at the end of 2020 [2]. - The total market capitalization of Dalian's listed companies reached 457.67 billion yuan, reflecting a growth of 14.62% from 399.28 billion yuan at the end of 2020 [3]. - The total operating revenue of Dalian's listed companies amounted to 398.51 billion yuan in the first three quarters of 2025, marking a 37.07% increase compared to 200.72 billion yuan in the first two quarters of 2020 [3]. Group 2: R&D Investment - In 2024, Dalian's listed companies invested a total of 5.75 billion yuan in R&D, which is a 74% increase from 3.30 billion yuan in 2020 [7]. Group 3: Key Companies - As of the end of Q3 2025, Hengli Petrochemical (600346) had a market capitalization of 120.65 billion yuan [9]. - Hengli Petrochemical reported revenue of 236.40 billion yuan in its 2024 annual report [10]. - Guodian Power (600795) achieved a net profit of 9.83 billion yuan according to its 2024 annual report [12]. Group 4: Capital Market Innovations - Dalian's capital market has facilitated significant projects, including the first stock swap merger in the domestic port industry and the successful issuance of technology innovation corporate bonds [13][14]. - The capital market has played a crucial role in integrating innovation resources and supporting key industries, particularly in the port and petrochemical sectors [14][15]. Group 5: Financial Support for Agriculture - Dalian's capital market has implemented financial tools like "insurance + futures" to support agricultural development, benefiting over 300,000 farmers with a total insurance amount exceeding 3 billion yuan [18]. Group 6: Regulatory Measures - Dalian's regulatory bodies have strengthened risk prevention measures, focusing on compliance and the elimination of illegal financial activities [19][20]. - The Dalian Securities Regulatory Bureau has actively pursued enforcement actions against violations, ensuring a stable financial environment [19].

Core Insights - The new energy storage capacity on the user side in China showed year-on-year growth in October 2025, but there was a month-on-month decline [2] - The commercial and industrial storage sector dominates the market, accounting for over 90% of the total capacity [5] - The Central China region leads the market with over 50% of the installed capacity, particularly driven by Henan province [3][8] User-side Storage Capacity - In October, the user-side storage market was primarily driven by commercial applications, with new installations of 178.00 MW/445.19 MWh, showing a year-on-year decline of 39%/51% [5] - The newly operational projects predominantly utilized electrochemical storage technology, with lithium iron phosphate battery technology accounting for 99% of the installed capacity [6] Regional Distribution of User-side Storage - The Central China region accounted for 50% of the new installed capacity, leading the market in October [8] - Henan province had the largest new installed capacity, exceeding 40%, while Shandong followed [8] - The demand for user-side storage in Henan is rapidly increasing due to the province's push for integrated energy solutions and the release of new market demands in rural areas [8] User-side Storage Project Registrations - The number of new user-side storage project registrations in October was significantly higher than the same period last year, with a year-on-year increase of 91% in scale and 4% in number [12] - The traditional strong provinces (Zhejiang, Guangdong, Jiangsu) saw a decline in the number of new registrations, with a total of 430 new projects, down 41% year-on-year [13] Peak and Valley Electricity Prices - In October, 15 provinces had peak-valley price differences exceeding 0.7 yuan/kWh, with Guangdong having the highest price difference, maintaining above 1.0 yuan/kWh in certain areas [15] - The potential for arbitrage in user-side storage remains significant in Guangdong, indicating it could become an important market for user-side storage [16] Overall Analysis of New Storage Projects - In October 2025, the total newly installed capacity of new energy storage projects in China was 1.70 GW/3.52 GWh, reflecting a year-on-year decline of 35%/49% and a month-on-month decline of 51%/66% [18] - Despite the decline in October, the cumulative installed capacity for the first ten months reached 35.8 GW, showing a year-on-year growth of 36% [18]

Group 1: Company Overview and Operations - Vanadium is a crucial alloying element primarily used in the steel industry, non-ferrous metals, and energy storage sectors, with applications in machinery, automotive, shipbuilding, railways, and bridges [2] - The company has expanded its vanadium production capacity through the acquisition of Panzhihua Yangrun Technology Co., Ltd. in 2023 and aims to improve vanadium yield via technological advancements [2][3] Group 2: Future Development Directions - The company plans to leverage its resource advantages in the Panzhihua region to create a comprehensive vanadium industry ecosystem focusing on high-end vanadium products, energy storage materials, and special alloys [3] - In the titanium chemical sector, the company aims to enhance its existing production lines and maintain its leading position in the domestic titanium dioxide market [3] Group 3: Vanadium Energy Storage Industry - All-vanadium flow batteries offer significant advantages such as high power, large capacity, long lifespan, and safety, making them suitable for large-scale energy storage applications [4] - The Chinese government supports the development of new energy storage technologies, with plans to achieve a new energy storage installation capacity of over 180 million kilowatts by 2027, driving direct investment of approximately 250 billion yuan [4]

格隆汇11月13日丨永泰能源(600157.SH)在互动平台表示，目前，公司优选兴庆煤矿、金泰源煤矿、森 达源煤矿作为煤下铝采矿权申请试点矿，已于2025年二季度顺利完成地质勘查施工，地质报告编制工作 正在进行中，三矿煤下铝资源获得了较好的勘查成果，均达到中型铝土矿矿床规模。后续，公司将有序 推进上述三矿煤下铝资源储量备案及采矿权获取工作。 目前，公司在取得全钒液流电池核心技术突破 基础上，正在有序推进正极固体增容材料试生产、中试和量产等各项工作，并将依托公司海内外技术团 队科技创新和技术迭代成果不断优化全钒液流电池上下游产线建设，同步做好客户储备和市场拓展工 作。 ...

Core Insights - The rapid development of the new energy industry in China has highlighted the issue of energy consumption, with Jilin Province's Baicheng City strategically expanding its green energy applications, particularly in green hydrogen and new energy storage [1][2]. New Energy Development - Baicheng City has a planned new energy development scale exceeding 16 million kilowatts by the end of 2024, ranking first in Northeast China and among the top ten nationwide [1]. - The city is exploring an integrated model of "green electricity - green hydrogen - green chemicals" to enhance local energy consumption and strengthen the power grid's export capacity [1][2]. Green Hydrogen Projects - Two green hydrogen chemical projects launched in July 2023 have garnered significant attention, achieving multiple national and global milestones [2]. - The projects utilize green electricity from wind and solar sources to produce green hydrogen and subsequently synthesize it into green ammonia, employing a full industrial chain design [2][3]. Technological Innovations - The projects include the world's largest single production facility for green ammonia at 180,000 tons per year and the largest alkaline and PEM mixed electrolysis water hydrogen production system [3]. - They also feature the largest scale of direct current microgrid hydrogen production and solid-state hydrogen storage, addressing challenges in hydrogen storage and production stability [3]. Green Methanol Production - A new integrated project for producing green methanol from wind power and biomass gasification has been launched, with an annual production capacity of 50,000 tons [4]. - This project aims to create a production system of "green electricity - green hydrogen - green methanol," promoting local energy consumption and utilizing agricultural waste [4]. Energy Storage Initiatives - Baicheng City is actively developing energy storage systems, including lithium iron phosphate battery systems and all-vanadium flow batteries, to enhance energy consumption efficiency [7][9]. - The city has initiated several energy storage projects, including a 350 MW compressed air energy storage project, marking a significant step in energy storage technology [10]. Grid Infrastructure Enhancements - The construction of a 100 MW tower molten salt solar thermal power station is underway, which will improve the region's energy export capabilities [12][13]. - Recent upgrades to the power grid, including the completion of multiple 500 kV substations, are designed to support the integration and export of renewable energy projects [14][15]. Future Prospects - The "Jilin Electricity to Beijing" project is in the planning stages, aiming to build an ±800 kV high-voltage direct current transmission line to export 6 million kilowatts of renewable energy from Baicheng to North China [15].

Core Insights - The article emphasizes China's growing advantages in the new energy revolution, particularly in wind, solar, energy storage, nuclear fusion, and green hydrogen sectors, suggesting that the U.S. needs to be cautious of its position [1][15]. Wind Energy - China has transformed from a follower to a rule-maker in the wind energy sector, boasting the largest installed capacity globally and significant advancements in technology, such as the development of a 7 MW offshore wind turbine main shaft bearing [3]. - The introduction of the world's largest 17 MW direct-drive floating offshore wind turbine, with all key components made in China, highlights China's dominance [3]. - China's advancements in deep-sea wind energy technologies, such as the domestically developed "high-drag towing anchor technology," have received international certification, establishing new benchmarks [3]. Solar Energy - China holds a commanding position in the solar energy market, with Chinese innovators accounting for 59% of global solar cell and module-related patent applications [4]. - Companies like Dongfang Risen have achieved an average mass production efficiency of 26.2% for heterojunction solar cells, indicating a significant technological lead [4][5]. - The article suggests that China is defining the global standards for the next generation of solar technology, while U.S. tariffs may hinder its own industry [5]. Energy Storage - As of September 2025, China's new energy storage installed capacity exceeds 40% of the global total, showcasing both scale and technological leadership [8]. - Innovations in battery technology, including advancements in lithium-ion, sodium-ion, and all-vanadium flow batteries, demonstrate China's diverse technological breakthroughs [8]. - The Guangdong Meizhou Baohua energy storage project has pioneered a "quantity-based pricing" model in the electricity spot market, setting a global benchmark for energy storage commercialization [8]. Nuclear Fusion - China has achieved significant breakthroughs in nuclear fusion technology, including the successful development of second-generation high-temperature superconducting tape for fusion reactors, indicating a shift towards self-sufficiency in core materials [9][11]. - The majority of critical components for U.S. fusion projects, such as the TF magnet, rely on Chinese suppliers, highlighting potential supply chain vulnerabilities for the U.S. [12]. Green Hydrogen - China's integrated capabilities in the green hydrogen sector are exemplified by the National Energy Investment Group's project, which has set multiple global records in green ammonia and hydrogen production [13]. - Collaborations between companies and research institutions have led to significant advancements in PEM electrolysis technology, reducing reliance on imported materials [13]. - China's dominance in ultra-high voltage transmission networks further solidifies its position, as the international standards set by China may dictate future U.S. infrastructure developments [13]. Conclusion - The article concludes that U.S. policymakers must recognize the tightening grip of China's industrial chain advantages in the new energy revolution, presenting a stark choice between cooperation and strategic disadvantage [15].

Core Viewpoint - Xingchen New Energy has completed over 300 million yuan in Series A financing, indicating strong market recognition and potential for growth in the energy storage sector [1][2]. Group 1: Financing and Investment - The recent financing round attracted notable investors such as CITIC Construction Investment, Sichuan Green Low-Carbon Industry Development Fund, Changshi Investment, and Shaoxing Xinghui Fund [1]. - Previous investments from institutions like State Power Investment Corporation, CRRC Capital, and Wukuang Venture Capital further validate the company's growth potential [1]. Group 2: Business Model and Technology - Xingchen New Energy's core competitive advantage lies in its "smart trading mixed storage power station" model, which combines all-vanadium flow batteries with lithium batteries to address limitations of traditional energy storage technologies [1][2]. - The business model encompasses the entire value chain of energy storage, management, and trading, reflecting a strategic shift towards advanced energy storage solutions [2]. Group 3: Market Position and Future Outlook - The company is actively expanding into energy storage station investment and operation, opening up new avenues for revenue growth amid increasing demand for high-quality energy storage systems [2]. - The integration of AI technology aims to enhance market prediction and trading strategy optimization, positioning Xingchen New Energy to gain a competitive edge in a complex market environment [2][3]. - The ongoing construction of a 200MW/800MWh independent energy storage station in Ulanqab, paired with an AI cloud platform, exemplifies the company's commitment to intelligent operation and comprehensive energy management [2].