Core Insights - The article discusses the recent 1.4GWh energy storage order won by Nandu Power in India, highlighting the growing opportunities for Chinese energy storage companies in the Indian market despite challenges [2][3][20]. Group 1: Company Developments - Nandu Power has signed a significant energy storage order of 1.4GWh with a well-known independent power operator in India, aimed at supporting a large-scale renewable solar project [2][3]. - As of April 2025, Nandu Power has a total of 6.4 billion yuan in signed but unfulfilled orders, including 1.3 billion yuan for domestic energy storage and 1.3 billion yuan for overseas projects [5]. - Nandu Power is also constructing a lithium battery manufacturing base in Zhejiang, with an annual production capacity of 5.6GWh [8]. Group 2: Market Trends in India - India is rapidly deploying variable renewable energy (VRE), which is driving its energy storage market towards a convergence of policy incentives, market demand, and technological advancements [11]. - The Indian government mandates that new energy projects must include 10% of their capacity in energy storage, which is expected to increase the installed capacity of energy storage by more than five times in the next five years [12]. - The Indian Ministry of Power has announced additional funding of 54 billion rupees for the development of 30GWh of battery storage projects, following previous allocations of 37 billion rupees for 13.2GWh [12]. Group 3: Competitive Landscape - Recent bidding opportunities in India have seen over 160GWh of energy storage system tenders released, with 54GWh specifically for battery storage systems [13]. - Local companies dominate the bidding landscape, with JSW Energy emerging as a leader in the independent storage market [16]. - The Indian government is also focusing on enhancing domestic supply chains, aiming for over 140GWh of battery production capacity by 2030 [18][20]. Group 4: Challenges for Foreign Companies - Despite the opportunities, foreign companies face challenges in India, including protectionist policies and stringent requirements for battery performance in high-temperature environments [20]. - The Indian market prioritizes system delivery capabilities and cost per unit of electricity over longevity and intelligent scheduling, which may differ from Western market expectations [20].

Core Viewpoint - The article highlights the upcoming 2025 Fifth Electric Two-Wheeler Battery Swapping Conference and Lightweight Power Battery Technology Summit, emphasizing the rapid growth of the energy storage market in India driven by renewable energy development and policy incentives [2][4]. Group 1: Event Details - The event is themed "Swapping City, Smart Two-Wheelers" and will take place on July 10-11, 2025, at the International Hall of the Dingshi Road International Hotel in Bao'an, Shenzhen [2]. - The event is organized by Qidian Lithium Battery, Qidian Sodium Battery, Qidian Two-Wheeled Vehicles, and Battery Swapping [2]. - Numerous sponsors and partners are involved, including major companies like Yadi Technology Group, Tailin Group, and New Day Co., among others [2]. Group 2: Company Developments - Nandu Power has signed a storage order with a well-known independent power operator in India to supply a 1.4 GWh energy storage system for a large-scale photovoltaic project, marking it as one of India's largest single energy storage projects [2][4]. - The project site is in a tropical climate, necessitating high-performance cooling and long-term stability for the energy storage system [2][3]. Group 3: Technical Innovations - Nandu's liquid cooling energy storage system features a multi-level variable diameter liquid cooling pipeline design to ensure uniform temperature distribution and enhance cooling efficiency [3]. - The system incorporates dual liquid cooling backup technology to maintain operational stability in case of equipment failure [3]. - Innovations in the electrochemical system, structure, and process design have been implemented to optimize performance under high-temperature conditions, significantly reducing battery temperature rise [3]. Group 4: Market Impact - The completion of the project is expected to significantly enhance the stability of local renewable energy output and grid regulation capabilities, positively impacting Nandu Power's future operating performance [4]. - Nandu's liquid cooling energy storage system has demonstrated high reliability and online rates in multiple operational projects globally, supporting long-cycle and high-intensity application scenarios [4].

Core Viewpoint - The article highlights the strategic partnership between Nandu Power and a major independent power operator in India, focusing on the supply of a 1.4 GWh energy storage system for one of India's largest solar projects, emphasizing the growing renewable energy and storage market in India driven by global energy transition and policy incentives [1][3]. Group 1: Project Details - Nandu Power has signed a storage order to supply a 1.4 GWh energy storage system for a large solar project in India, marking it as one of the largest single energy storage projects in the country [1]. - The project site is located in a tropical climate, which imposes high demands on the thermal performance and long-term stability of the energy storage system [3]. Group 2: Technical Innovations - Nandu's liquid cooling energy storage system features a multi-stage variable diameter liquid cooling pipeline design that ensures uniform temperature distribution and enhances cooling efficiency [5]. - The system incorporates dual backup technology for liquid cooling, ensuring operational stability even if one system fails, thus maintaining battery performance [5]. - Innovations in the electrochemical system, structure, and process design have been implemented to optimize performance under high-temperature conditions, including the application of SNS low heat generation technology to control internal temperature rise [5]. Group 3: Reliability and Safety - The energy storage system is equipped with a self-developed Battery Management System (BMS) that meets automotive-grade reliability standards, enhancing system consistency and performance [5]. - Key components of the system have an IP67 protection rating, combined with multiple safety designs to withstand high temperatures and sand challenges, ensuring long-term reliable operation [7]. Group 4: Market Impact - Upon completion, the project is expected to significantly enhance the stability of local renewable energy output and grid regulation capabilities, further strengthening Nandu Power's leading position in the global energy storage sector [7]. - The global performance of Nandu's liquid cooling energy storage systems in various operational projects demonstrates high reliability and online rates, catering to long-cycle and high-intensity application scenarios, thus supporting the global energy transition [9].