趋势一：光风储协同，新能源成为可预测、可调控的稳定电源 趋势二：构网型储能无处不在，成为电网稳定和平衡的关键支撑 趋势三：源网荷储协同，供电模式走向"区域自治+全局协同" 趋势四：家庭光储场景，率先从AI赋能走向AI原生，实现最优用电体验 趋势五：高频高密化，推动光储设备功率密度持续提升 趋势六：高压高可靠，推动度电成本持续降低 趋势七：电池≠储能系统，系统级电池管理是安全稳定运行的必要条件 趋势八：新能源构网技术体系日趋成熟，加速新型电力系统构建 趋势九：智能体深度赋能新能源电站，迈向"自动驾驶" 趋势十：储能产业迈向安全可量化新阶段，牵引储能安全能力提升 （全球TMT2026年1月13日讯）华为数字能源举办2026智能光伏十大趋势发布会。华为数字能源智能光 伏业务副总裁、首席营销官钟明明发布智能光伏十大趋势和白皮书。华为2026智能光伏十大趋势，涵盖 4个场景化应用趋势和6个技术应用趋势。 ...

钟明明指出，过去十年光风储产业实现跨越式发展，但随着新能源渗透率提升，电力系统发电侧、 电网侧、用电侧均出现平衡与稳定性挑战。当前产业已迈入"价值深耕期"，核心特征从单点创新转向融 合创新。基于此，华为发布的2026智能光伏十大趋势，涵盖4大场景化应用与6大技术应用方向，精准契 合产业发展转型需求。 十大趋势勾勒产业发展蓝图 此次发布的十大趋势聚焦全场景协同与技术突破，明确光风储产业未来发展路径： 1. 光风储协同，打造稳定可控电源：未来光风储大基地需筑牢稳定可控、成本可控"两大支柱"，兼 具100%新能源独立运行、全链路智能协同、全生命周期安全高质量"三大要素"，最终实现可预测、可 调控的稳定供电目标。 中国深圳，2026年1月12日——华为数字能源以"全场景构网，激发AI潜能，铸就高质量，加速光风 储成为主力电源"为主题，举办2026智能光伏十大趋势发布会。会上，华为数字能源智能光伏业务副总 裁、首席营销官钟明明正式发布智能光伏十大趋势及配套白皮书，为光风储加速融入新型电力系统、成 为主力电源提供前瞻洞察与实践路径，助力产业高质量发展。 5. 高频高密化提升设备效能：通过器件到系统的全链条技术创新，结合高 ...

1月12日，华为数字能源智能光伏业务副总裁、首席营销官钟明明发布了智能光伏十大趋势和白皮书，为光风储加速成 为新型电力系统主力电源提供前瞻洞察与实践路径，助力产业高质量发展。 钟明明表示，过去十年，我们共同见证光风储产业跨越式发展，但随着新能源渗透率的提升，电力系统的发电侧、电 网侧和用电侧都出现了不同程度的平衡和稳定性问题。当前，新能源产业已至全新历史关口——进入"价值深耕期"， 从单点创新走向融合创新，华为基于对未来光储产业的理解和市场洞察，发布2026智能光伏十大趋势，涵盖4个场景化 应用趋势和6个技术应用趋势。 趋势一：光风储协同，新能源成为可预测、可调控的稳定电源 未来的光风储大基地必须具备五大核心特征，即稳定可控和成本可控"两大支柱"与100%新能源独立运行、全链路智能 协同、全生命周期安全高质量的"三大要素"，最终实现可预测、可调控的稳定供电目标。 趋势二：构网型储能无处不在，成为电网稳定和平衡的关键支撑 构网型储能无处不在，不仅能平抑新能源发电波动、保障电力供应平稳，还能主动参与能量市场交易，提供调频、调 峰等辅助服务；既为用户创造持续增长的经济价值，更助力构建更安全、更灵活、更高效的新型电力 ...

未来的光风储大基地必须具备五大核心特征，即稳定可控和成本可控"两大支柱"与100%新能源独立运 行、全链路智能协同、全生命周期安全高质量的"三大要素"，最终实现可预测、可调控的稳定供电目 标。 来源：环球网 1月12日，华为数字能源以"全场景构网，激发AI潜能，铸就高质量，加速光风储成为主力电源"为主 题，举办2026智能光伏十大趋势发布会。华为数字能源智能光伏业务副总裁、首席营销官钟明明发布了 智能光伏十大趋势和白皮书，为光风储加速成为新型电力系统主力电源提供前瞻洞察与实践路径，助力 产业高质量发展。 钟明明表示，过去十年，我们共同见证光风储产业跨越式发展，但随着新能源渗透率的提升，电力系统 的发电侧、电网侧和用电侧都出现了不同程度的平衡和稳定性问题。当前，新能源产业已至全新历史关 口——进入"价值深耕期"，从单点创新走向融合创新，华为基于对未来光储产业的理解和市场洞察，发 布2026智能光伏十大趋势，涵盖4个场景化应用趋势和6个技术应用趋势。 趋势一：光风储协同，新能源成为可预测、可调控的稳定电源 趋势二：构网型储能无处不在，成为电网稳定和平衡的关键支撑 构网型储能无处不在，不仅能平抑新能源发电波动、保障 ...

钟明明表示，过去十年，我们共同见证光风储产业跨越式发展，但随着新能源渗透率的提升，电力系统的发电侧、电网侧和用电侧都出现了不同 程度的平衡和稳定性问题。当前，新能源产业已至全新历史关口——进入"价值深耕期"，从单点创新走向融合创新，华为基于对未来光储产业的 理解和市场洞察，发布2026智能光伏十大趋势，涵盖4个场景化应用趋势和6个技术应用趋势。 文 | 华为数字能源 [中国，深圳，2026年1月12日]华为数字能源以"全场景构网，激发AI潜能，铸就高质量，加速光风储成为主力电源"为主题，举办2026智能光伏 十大趋势发布会。 华为数字能源智能光伏业务副总裁、首席营销官钟明明重磅发布了智能光伏十大趋势和白皮书 ，为光风储加速成为新型电力 系统主力电源提供前瞻洞察与实践路径，助力产业高质量发展。 华为数字能源智能光伏业务副总裁、首席营销官 钟明明发布智能光伏十大趋势 趋势一： 光风储协同，新能源成为可预测、可调控的稳定电源 未来的光风储大基地必须具备五大核心特征，即稳定可控和成本可控"两大支柱"与100%新能源独立运行、全链路智能协同、全生命周期安全高 质量的"三大要素"，最终实现可预测、可调控的稳定供电目标。 ...

许继电气（000400.SZ）12月18日在投资者互动平台表示，公司与华为数字能源技术有限公司签署的合 作意向协议为合作框架协议，意向合作内容主要包括智能光伏、储能、数据中心能源等领域，目前不涉 及具体的合作项目。 （文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：有网上报道公司与华为就智能电网签署签署合作协 议，请问具体合作内容还有哪些？未来会有哪些亮点合作成果？ ...

人民财讯12月18日电，许继电气（000400）今日在投资者互动平台表示，公司与华为数字能源技术有限 公司签署的合作意向协议为合作框架协议，意向合作内容主要包括智能光伏、储能、数据中心能源等领 域，目前不涉及具体的合作项目。 ...

Core Insights - Huawei Digital Energy and BayWa r.e. Solar Trade signed a new ten-year strategic cooperation agreement on September 25 in Dongguan [1] - The collaboration will focus on smart photovoltaics, grid-based energy storage, and transportation electrification [1] - The partnership aims to promote global energy structure transformation and intelligent upgrades [1]

Core Insights - The 2025 International Digital Energy Exhibition opened in Shenzhen, focusing on global energy digital transformation, featuring over 2,000 companies from more than 50 countries and showcasing over 300 cutting-edge technologies [1][3] Group 1: Event Overview - The exhibition covers a total area of 50,000 square meters, emphasizing the "source-network-load-storage" full-chain upgrade logic and establishing seven thematic exhibition areas [9] - The event aims to provide a "China solution" and a "Shenzhen model" for the global energy revolution [1] Group 2: Technological Innovations - Shenzhen has achieved full electrification of public transport and has built a charging network denser than traditional gas stations, showcasing its innovative energy infrastructure [3] - Huawei introduced a full-scenario networking technology that addresses the stability challenges of high renewable energy integration into the grid, validated in global projects [6] - BYD launched a new generation of energy storage products with a unit capacity of 14.5 MWh, achieving a volume capacity density increase of 51.4% [6][7] Group 3: Industry Leadership and Collaboration - The event featured a platform for leading companies to showcase innovations, including smart networking, new energy storage, and solar thermal innovations [6][9] - The China Electricity Council emphasized the deep integration of digital technology and energy revolution as a new engine for global economic growth [5] Group 4: International Cooperation - The exhibition facilitated international exchanges and collaborations, attracting numerous foreign enterprises and establishing an international business matching area [13] - The event highlighted China's transition from a "technology follower" to a "rule maker" in the global energy governance system [13][15] Group 5: Future Directions - The Shenzhen Digital Energy White Paper outlines the path to becoming a global digital energy pioneer city, focusing on six key areas including "source-network-load-storage-carbon" [7] - The exhibition will host seven parallel forums covering various topics related to digital energy, fostering industry insights and solutions [14]

Core Viewpoint - Qingdao Eastsoft Carrier Technology Co., Ltd. has officially joined the Zhongguancun Energy Storage Industry Technology Alliance, enhancing its position in the energy storage sector [2]. Company Overview - Established in June 1993 and listed on the Growth Enterprise Market in February 2011 (stock code: 300183), the company focuses on a full industry chain encompassing "chips, software (modules), terminals, systems, and information services" [4]. - The company has a "3+1" industrial layout based on intelligent manufacturing, integrated circuit design, and dual wings of new energy and digital intelligence, aiming to become a benchmark enterprise with core technologies in the AI and IoT era [4]. - It operates 8 subsidiaries and 3 branches, with offices in 28 provinces across China, and has received multiple authoritative recognitions, including being named a national high-tech enterprise and a national innovation pilot enterprise [4]. Technological Innovation - Since 1996, the company has invested over 10% of its annual revenue in R&D, leading to the development of the first domestic carrier power meter and the establishment of power line carrier communication standards [5]. - The company has obtained 172 domestic and international invention patents, with 59 pending, and has participated in drafting over 20 standards at various levels [5]. Professional Development - The company has acquired multiple professional qualifications, including power engineering construction and electronic engineering certifications, enabling it to provide comprehensive services from R&D to operation maintenance [6]. Integrated Circuit Design - Eastsoft Carrier Microelectronics has over 20 years of experience in chip design, focusing on high-reliability and real-time MCU and SoC chips, offering a wide range of integrated circuit products [7]. New Energy Solutions - The company has developed a comprehensive layout around "source, grid, load, and storage," providing solutions in smart photovoltaics, intelligent distribution, new energy storage, and smart microgrids [12]. - Its self-developed virtual power plant for energy storage optimizes the management of storage systems, enhancing customer returns [12]. Market Positioning - In the domestic market, the company has successfully bid for a full range of products for the State Grid's electricity information collection, continuously improving its competitiveness [16]. - The company is expanding its international business, having entered over 30 countries and regions, with more than 10 million products in overseas applications [26]. Smart Manufacturing - The manufacturing center emphasizes digitalization and intelligence, achieving national green factory certification and supporting the production of high-precision electronic products and energy storage devices [22]. Commitment to Innovation - The company adheres to the spirit of "innovation, excellence, efficiency, and integrity," focusing on four core business areas: integrated circuit design, new energy, digital intelligence, and smart manufacturing, while continuously increasing R&D investment [26].