欣旺达（300207）(300207.SZ)公告，公司全资子公司深圳市前海弘盛创业投资服务有限公司(简称"前海 弘盛")拟与普通合伙人深圳市远致储能私募股权基金管理有限公司(简称"远致储能")、有限合伙人深圳 市新型储能产业股权基金合伙企业(有限合伙)(简称"新型储能")、有限合伙人港华能源投资有限公司(简 称"港华能源")签署《深圳市远致港欣智慧能源产业投资私募股权基金合伙企业(有限合伙)合伙协议》， 拟共同投资深圳市远致港欣智慧能源产业投资私募股权基金合伙企业(有限合伙)(简称"远致港欣")，该 合伙企业认缴出资总额为3亿元，其中有限合伙人前海弘盛认缴出资额为6000万元，认缴比例为20%;有 限合伙人新型储能认缴出资额为1.47亿元，认缴比例为49%;有限合伙人港华能源认缴出资额为9000万 元，认缴比例为30%;普通合伙人远致储能认缴出资额为300万元，认缴比例为1%。专业投资机构远致储 能担任远致港欣的私募基金管理人。投资方向主要为投资于中国境内运营工商业储能电站项目的企业。 ...

欣旺达公告，全资子公司前海弘盛拟与远致储能、新型储能、港华能源共同投资设立深圳市远致港欣智 慧能源产业投资私募股权基金合伙企业(有限合伙)。基金认缴出资总额为人民币3亿元，其中前海弘盛 认缴出资额为人民币6000万元，占20%。基金将主要投资于中国境内运营工商业储能电站项目的企业。 本次投资资金来源于自有资金，对公司当期和未来财务状况和经营成果不构成重大不利影响。 ...

Core Viewpoint - The article highlights recent advancements in the commercial energy storage sector, with four companies announcing significant projects that enhance energy reliability and efficiency in various regions [2][3][6][12]. Group 1: Company Developments - GCL-Poly Energy has secured a 150MWh commercial energy storage project in Wuhu, consisting of 30 units of 2.5MW/5MWh storage sub-units, featuring intelligent control platforms for various commercial scenarios [3][5]. - Daqin Energy has successfully connected a 10MW/20MWh commercial energy storage project in Suzhou to the grid, providing a comprehensive solution that includes project planning, design, equipment supply, and smart operation management [6][8]. - Jinko Solar is deploying two 2.15MWh energy storage systems in El Salvador and has partnered with a Mauritanian brand to implement a solar plus storage system, aiming to reduce carbon emissions and operational costs [9][11]. - China National Petroleum Corporation has established a large-scale solar-storage charging station in Guangdong, featuring a peak photovoltaic capacity of 243KW and an annual power generation of approximately 219,000KWh [12]. Group 2: Economic and Environmental Impact - The GCL-Poly project is designed to provide economic benefits through peak shaving and emergency backup, while also preparing for virtual power plant support [5]. - The Daqin Energy project is expected to save the client approximately 4 million yuan annually in electricity costs, with an estimated annual discharge of 9 million kWh [8]. - Jinko Solar's projects are projected to significantly reduce carbon emissions, with the Mauritanian project expected to cut around 1,800 tons of CO2 emissions annually [11]. - The CNPC charging station is anticipated to serve about 170,000 new energy vehicles per year, contributing to a reduction of approximately 140 tons of carbon emissions annually [12].

Core Viewpoint - The new time-of-use electricity pricing policy in Anhui province significantly enhances the investment attractiveness of commercial energy storage, providing a more favorable environment for investors amidst tightening policies in other regions like Jiangsu [3][4]. Group 1: Policy Changes and Impacts - The Anhui policy introduces additional low-cost electricity periods, including a 4-hour deep valley pricing window during holidays, which expands the peak-valley arbitrage opportunities for energy storage systems [2][3]. - The policy allows for two charge-discharge cycles in spring and autumn, and one charge-discharge cycle plus one charge at flat rates in summer and winter, thereby increasing the potential for profit [6][8]. - The new pricing structure is set to take effect on July 1, 2025, providing a clear timeline for investors [1]. Group 2: Financial Benefits - The financial analysis indicates that a 1MW/2MWh commercial energy storage project could see total revenue increase by 3.1836 million yuan over 15 years, with the payback period reduced by 18 months under the new policy [6][7]. - The internal rate of return (IRR) for projects could rise above 12% due to the enhanced arbitrage opportunities created by the new pricing structure [2][6]. Group 3: Market Trends - Nearly 40% of commercial energy storage companies are prioritizing Anhui as a key market, indicating strong confidence in the region's policy adjustments and their potential to foster business growth [10][8]. - The number of registered energy storage projects in Anhui has surged, with a 220.51% year-on-year increase in the first four months of 2025, reflecting a growing interest in the sector [8].