行家说储能 近日，浙江省能源局向各设区市发展改革委、宁波市能源局，省电力公司下发《关于开展2025年度新型储能项目建设计划动态调整的通知》，具体调整包括 项目增补、调减及变更。 通知中用户侧储能项目管理调整如下： 取消省级年度建设计划管理 ：为进一步贯彻落实"放管服"改革精神，省能源局不再对5MW及以上的用户侧项目进行年度建设计划管理，后续视情况对各设 区市进行年度建设规模管理； 授权市级主管部门管理 ：授权各设区市能源主管部门按照《浙江省新型储能项目管理办法(试行)》要求，加强用户侧储能项目管理，编制用户侧储能项目建 设计划，并将计划抄报省能源局； 此外，对于用户侧储能项目备案和并网要求为：用户侧储能项目开工前需在当地备案机关备案，并就接入方案对接咨询电网企业意见。办理并网手续前需在 浙江省电化学储能管理平台进行项目注册，自行或通过聚合平台完成数据治理与传送测试，实际并网后上传运行数据。 另据行家说储能统计，今年1-6月浙江5MW及以上的用户侧储能备案项目共34个，总规模为 909MW/1932.871MWh ，项目数量仅占上半年浙江用户侧储 能备案总数的2.67%，功率占比为36.32%，容量占比达30. ...

Group 1: Gree Electric and Shield Environment Collaboration - Gree Electric announced a collaboration with Shield Environment for a commercial energy storage project, which is not a rooftop photovoltaic project [1] - The project aims to enhance energy efficiency and facilitate green transformation in factories, reducing energy costs and serving as an emergency backup power source [1] - Gree and Shield will deeply cooperate in energy storage technology and equipment manufacturing, planning to build multiple energy projects in the Yangtze River Delta and Pearl River Delta regions [1] Group 2: Liquor Industry Insights - Guotai Junan's report indicates that the liquor industry is still in a bottoming phase in Q2 2025, with price pressures outweighing volume pressures [2] - The liquor pricing system is undergoing restructuring, with high-end liquor prices trending downward, emphasizing the strategic significance of a "full price layout" [2] - The growth logic of the liquor industry is shifting, with market share becoming more important than price/profit, leading to a competitive advantage for companies with market share [2] Group 3: Leadership Changes in Luxury Goods - Kering Group's board approved the appointment of Luca de Meo as CEO, effective September 15, 2025, following his departure from Renault [3] - The upcoming shareholders' meeting will focus on the proposal for de Meo's appointment and the approval of the new compensation policy under the new organizational structure [3] Group 4: Swine Production Adjustments - Reports indicate that the national breeding sow inventory will be reduced by approximately 1 million heads, bringing the total down to 39.5 million heads [4] Group 5: Xiaomi's Growth and Environment - Xiaomi's founder Lei Jun expressed gratitude for Beijing's favorable business environment and talent resources during the company's 15th anniversary [6] - The company has thrived in Beijing, benefiting from the local ecosystem [6] Group 6: Ba Nu International's IPO - Ba Nu International Holdings submitted an application for an IPO in Hong Kong, with adjusted net profits of RMB 76.7 million for Q1 [7] - The company reported revenues of RMB 1.433 billion, RMB 2.112 billion, and RMB 2.307 billion for the years 2022, 2023, and 2024 respectively [7] Group 7: GAC Aion's Response to Rumors - GAC Group issued a statement denying false information regarding employee stock ownership at GAC Aion, labeling it as malicious rumors [8] Group 8: Xiaomi Automotive Updates - Xiaomi Automotive clarified that there are currently no official channels for large customer orders or cash subsidies, urging the public to verify information through official sources [10] Group 9: Cao Cao Mobility's IPO Plans - Cao Cao Mobility announced plans to issue approximately 44.18 million shares through an IPO in Hong Kong, with an expected trading start date of June 25 [11] Group 10: Norse's Future Plans - Norse stated it will not independently develop innovative drugs but may consider acquiring CRO companies in the future [13] Group 11: Bitcoin Acquisition by Strategy - Strategy company acquired 10,100 bitcoins for $1.05 billion, bringing its total holdings to 592,100 bitcoins with an average cost of $70,666 per bitcoin [14]

插播 ：储能荣耀之战，优质项目值得被看见！2024-2025用户侧储能项目TOP10榜单征集进行时，点击 阅读原文 进行申报 2025年，新能源全面入市、储能向交易型转变，工商业储能真正走向"投资考核期"、"项目验证期"。 纵向比较2024-2025年已投运的工商业储能电站项目，呈现出以下3大发展态势： 3大态势 ■ 单体装机跃升百兆瓦时级 工商业储能单体大项目越来越多。据行家说储能不完全统计，2024年1-11月超百兆瓦时级的工商业储能项目 超20个 ，总计约 1.12GW/3.12GWh；2025年一季度，对外公布的 已有 15个 百兆瓦时级以上的用户侧储能项目，总规模达 1.177GW/4.014GWh。 ■ 应用场景深度细分化 工商业储能项目所涉及的应用场景越来越多样化，除了传统的高耗能企业和零碳园区，光储、光储充、分布式光伏配储、微电网等多样化应用场景 兴起。据CESA储能应用分会产业数据库不完全统计，2025年1季度储充/光储充/应急电源/分布式光伏配储/微电网储能等装机为 141MW/405.84MWh，容量占比达 21.09% 。 ■ 重点行业集中度提升 工商业储能项目重点行业的应用集中度也在 ...