（编辑 任世碧） 证券日报网讯 1月15日，派能科技在互动平台回答投资者提问时表示，公司将继续深化全场景布局，构 建产品与技术护城河。巩固家储优势：持续优化家储产品性能与成本结构，依托欧洲市场积累的品牌口 碑，进一步提升在全球家储市场的份额；发力高增长场景：工商业储能方面，聚焦国内"独立储能"市场 化机遇与海外市场多元化需求升级机遇，深度挖掘可再生能源配储、峰谷电价套利、电网需求响应、极 端气候能源安全保障等核心场景价值，推出适配不同场景的标准化与定制化解决方案，快速扩大市场覆 盖。轻型动力方面：深耕两三轮车换电生态，拓展ToB端企业客户，打造新的业务增长极。 ...

Core Insights - The article discusses the recent policy changes in China's energy sector, particularly the "Document No. 136," which promotes market participation for renewable energy and establishes a sustainable pricing mechanism for new energy projects [1] - It highlights the shift in energy storage projects from mere compliance to creating actual economic benefits for users and the power system [1] Group 1: Policy and Market Changes - The National Development and Reform Commission and the National Energy Administration have issued a notice to deepen the market-oriented reform of renewable energy pricing [1] - The new policy encourages energy storage projects to focus on generating actual revenue through various means such as peak-valley arbitrage and frequency regulation services [1] Group 2: Company Capabilities - China Gas has emerged as a leading player in the commercial energy storage sector, leveraging its technological expertise and comprehensive service system [3] - The company offers a full lifecycle service that addresses user pain points, including customized energy storage system design, standardized installation, and professional operation and maintenance [3][4] Group 3: Project Implementation - China Gas has successfully implemented numerous energy storage projects in regions like the Yangtze River Delta and the Pearl River Delta, demonstrating its ability to adapt to different scales of enterprise needs [4] - The company has established partnerships with high-energy-consuming industries, showcasing its technical advantages in energy storage solutions [4] Group 4: Revenue Generation - The primary revenue source for China Gas comes from peak-valley arbitrage, with specific projects demonstrating significant cost savings for enterprises [6] - The company has developed a robust revenue structure that reduces reliance on peak-valley arbitrage by integrating virtual power plants and participating in demand response services [7] Group 5: Competitive Advantage - China Gas has transformed energy storage assets from mere cost optimization tools to revenue-generating vehicles, enhancing its value proposition for commercial users [8] - The company’s comprehensive energy service model positions it favorably in the market, allowing it to meet diverse energy management needs while ensuring safety and cost efficiency [10] Group 6: Future Growth Potential - The article suggests that as a comprehensive energy service provider, China Gas has a higher growth ceiling compared to pure energy storage companies [10] - The integration of energy storage into a holistic energy management system presents significant opportunities for China Gas, enabling it to optimize overall energy costs and enhance its market presence [10]

以下文章来源于弘正储能 ，作者数字化储能引领者 弘正储能 . 数字化储能引领者 12月18日，2025（第十届）起点锂电行业年会暨锂电金鼎奖颁奖典礼在深圳盛大举行。弘正储能凭借在数字化储能领域的技术突破与创新实践，荣膺" 2025年度工商储电池技术创新奖 "，彰显了行业对公司技术实力与解决方案价值的高度认可。 年会现场，弘正储能广东公司营销总监王睛武发表题为《工商业储能在华南地区的应用趋势》的主题演讲，深度解读区域市场机遇。他指出，广东作为全国工 业用电第一大省，其庞大的制造业体量不仅奠定了稳定的电力需求基础，更催生出巨大的储能投资空间。尤为突出的是，广东"电价差"优势领跑全国——珠三 角五市峰谷电价差最高达1.3235元/kWh，为工商业储能创造了极具吸引力的套利环境。在"高电价差+庞大用电基数"的双重驱动下，华南地区工商业储能项目 正迎来爆发式增长机遇。 针对华南地区多元化的企业用电场景，弘正储能工商业储能的安全性、经济性与稳定性核心诉求，通过"智能硬件+数字平台"双轮驱动模式，构建了覆盖"产 品-控制-平台-方案"的全链路数字化储能体系。该体系以全生命周期价值为导向，结合能源调控、能源智能化和能源预测三 ...

Core Viewpoint - The collaboration between China Gas Holdings Limited and Henan Jinli Zinc Co., Ltd. on a 60MW/120MWh commercial energy storage project represents a significant advancement in the green transformation of the non-ferrous metal smelting industry, addressing high energy consumption and enabling low-carbon production [1][2]. Group 1: Project Overview - The energy storage project is one of the largest user-side applications in the non-ferrous metal smelting sector, aimed at creating an efficient and low-carbon energy system for Henan Jinli Zinc's lead-zinc smelting operations [1]. - The total investment for Henan Jinli Zinc's lead-zinc smelting project is 3 billion yuan, with an expected annual output value of 5 billion yuan upon completion [1]. Group 2: Technical Specifications - The project includes 24 DC cabins and 12 power conversion systems, utilizing a fully liquid-cooled lithium iron phosphate system with a charge-discharge efficiency exceeding 87% [2]. - The liquid cooling temperature control technology maintains battery temperature within ±3°C, ensuring stable output even under high-temperature smelting conditions, and features a "black start" capability to provide emergency power during grid failures [2]. Group 3: Economic and Environmental Impact - Once operational, the energy storage project will significantly reduce electricity costs for smelting production through peak shaving and valley filling, while optimizing power resource utilization and reducing carbon emissions from fossil fuel consumption [2]. - The project is positioned as a benchmark for energy storage applications in the non-ferrous metal smelting industry, with China Gas aiming to continue focusing on energy transition needs in high-energy-consuming sectors through technological innovation and service upgrades [2].

Core Viewpoint - The company, Infit, primarily engages in the research, production, sales, and technical services of LED lighting supporting products, including LED drivers, sensors, control systems, and LED modules [1] Group 1: Company Overview - Infit focuses on LED lighting products and solutions, indicating a strong presence in the LED market [1] - The company also offers energy storage solutions, specifically targeting commercial and residential sectors, although the current scale of this segment is relatively small [1]

Company Overview - Jiangxi Ganfeng Lithium Co., Ltd. is the first A+H listed company in China's lithium industry, with A-share code 002460 and H-share code 01772. The company has developed industrial technologies for lithium extraction from brine, ore, and recycling, forming five major business segments: lithium resource development, lithium salt deep processing, lithium metal smelting, lithium battery manufacturing, and lithium battery recycling. It produces over 40 types of lithium compounds and lithium metal products, making it one of the most comprehensive manufacturers in the lithium product supply chain [1]. Green Transition Initiatives - In response to the critical background of green transformation, the company is enhancing its research and manufacturing capabilities for power battery technology, expanding advanced production capacity for high-nickel ternary and solid-state batteries in phases to meet electric vehicle market demand. The company is also accelerating the iteration of household energy storage products and strengthening commercial energy storage solutions, including the development and promotion of integrated solar-storage applications [2]. - The company is advancing battery recycling capacity construction and improving its vertical integration capabilities in the "retired battery-black powder lithium-recycled materials" process. Through technological innovation, it aims to enhance lithium recycling rates and actively align with domestic and international policies to build a policy-driven recycled lithium salt supply system, specifically enhancing the production capacity and technical standards for recycled materials [2]. Sustainable Projects - The company has launched green solutions, first applied to its own projects. For instance, in the Mariana project in Argentina, a photovoltaic power station with an installed capacity of 120 MW was built, equipped with a 288 MWh energy storage system using self-developed batteries, ensuring the project operates entirely on renewable energy with stable power supply for 24 hours. Additionally, the domestic transportation segment has been fully electrified, with external transport widely using electric vehicles, resulting in a reduction of approximately 1,265.85 tons of CO2 emissions at the Ma Hong ten-thousand-ton lithium salt factory through oil-to-electricity conversion [2]. - Internal transportation utilizes electric forklifts and loaders, with each electric forklift reducing emissions by approximately 53.39 tons annually and each electric loader by about 220.53 tons. All power batteries used are sourced from the company's own production, creating a "green closed-loop" value chain from raw materials to products [2]. Future Development Plans - In 2024, the lithium chemical segment plans to research brine extraction technology to replace traditional salt flat evaporation, significantly reducing the area required for salt flats and freshwater usage, while improving lithium recovery rates and saving costs. The lithium battery segment focuses on solid-state batteries and mobile energy storage, developing power batteries for various applications and entering the commercial energy storage market [3]. - The company is establishing a comprehensive value chain system that includes production technology optimization, waste raw material recycling, capacity construction, and industrial cluster development in the lithium circular economy. Through industry-academia-research cooperation, it is advancing "circular economy projects" to expand resource reserves and enhance utilization efficiency. These initiatives aim to reduce carbon footprints while solidifying market competitiveness and expanding shares in emerging markets, achieving a win-win in economic and environmental benefits [3].

Company Overview - Jiangxi Ganfeng Lithium Co., Ltd. is the first A+H listed company in China's lithium industry, with A-share code 002460 and H-share code 01772. The company has developed industrial technologies for lithium extraction from brine, ore, and recycling, forming five major business segments: lithium resource development, lithium salt deep processing, lithium metal smelting, lithium battery manufacturing, and lithium battery recycling. It produces over 40 types of lithium compounds and lithium metal products, making it one of the most comprehensive lithium product manufacturers [1]. Green Transition Initiatives - In response to the electric vehicle market demand, the company is enhancing its research and manufacturing capabilities for power battery technology, expanding advanced production capacity for high-nickel ternary and solid-state batteries. It is also accelerating the iteration of household energy storage products and strengthening commercial energy storage solutions, including the development and promotion of integrated solar-storage applications [2]. - The company is advancing battery recycling capacity and improving its vertical integration capabilities in the "retired battery-black powder lithium-recycled materials" process. Through technological innovation, it aims to enhance lithium recycling rates and actively align with domestic and international policies to establish a policy-driven recycled lithium salt supply system [2]. Sustainable Projects - Ganfeng Lithium has launched green solutions, exemplified by the construction of a 120MW photovoltaic power station near its Mariana project in Argentina, equipped with a 288MWh energy storage system using self-developed batteries, ensuring the project operates entirely on renewable energy with stable power supply [2]. - The company has fully electrified its domestic transportation, utilizing electric vehicles for external transport. Its lithium salt factory has reduced carbon emissions by approximately 1,265.85 tons through oil-to-electricity conversion. Internal transport employs electric forklifts and loaders, with each electric forklift reducing emissions by about 53.39 tons annually and each electric loader by approximately 220.53 tons, all powered by the company's self-produced batteries, creating a "green closed-loop" from raw materials to products [2]. Research and Development Focus - In 2024, the lithium chemical segment will research brine extraction technology to replace traditional salt pond evaporation, significantly reducing the area required for salt ponds and freshwater usage while improving lithium recovery rates and cost savings. The lithium battery segment will focus on solid-state batteries and mobile energy storage, developing power batteries for various applications and entering the commercial energy storage market [3]. - The company is establishing a comprehensive value chain system for the circular economy, covering production technology optimization, waste raw material recycling, capacity building, and industrial cluster development. Through industry-academia-research collaboration, it is advancing "circular economy projects" to expand resource reserves and enhance utilization efficiency, achieving a win-win in economic and environmental benefits while reducing carbon footprints and strengthening market competitiveness [3].