Group 1 - Jinko Energy has announced the expansion of its project layout in the UK with an additional 140MWh grid-level energy storage system, bringing the total capacity to 280MWh, making it one of the largest battery storage projects in the UK [2] - Hongzheng Energy has signed a strategic cooperation agreement with Vietnamese company AISEN for a 100MWh energy storage project, aiming to create a comprehensive energy application ecosystem that provides safe, efficient, and sustainable storage solutions [4] - Kubo Energy has established a strategic cooperation with VoltLink Energy in Romania, focusing on a 1GWh collaboration to provide professional, durable, and reliable energy storage solutions [6] Group 2 - Nenghui Technology has signed a framework contract for 350MWh of energy storage systems with a European partner, with the first batch of 20MWh already contracted, amounting to €2,504,408.60, to be delivered within 135 days after the prepayment [8] - The 14th International Energy Storage Summit and Exhibition (ESIE 2026) is scheduled to take place from April 1-3, 2026, in Beijing, highlighting the ongoing developments in the energy storage industry [9] - The 2025 China Energy Storage CEO Summit and the 10th International Energy Storage Innovation Competition preliminary round were successfully held in Xiamen, showcasing 77 outstanding projects [12]

Core Insights - Two companies have recently signed significant energy storage cooperation agreements, indicating a growing trend in the energy storage sector [1] Group 1: Energies and Contracts - Nenghui Technology has signed a framework contract for 350MWh of energy storage with a European company, effective until December 31, 2026 [2] - The first batch of 20MWh sales under this contract has been executed, amounting to €2.5 million (approximately 20 million RMB), with a delivery period of 135 days post-payment [2] - Nenghui Technology is enhancing its efficiency through organizational changes and is focusing on large-scale energy storage, commercial energy storage, and solar-storage microgrid businesses [2] Group 2: Partnerships and Projects - Huawei Digital Energy has completed a project signing with Shenzhen Energy Group for the Shenzhen Energy Mawan Power Plant [3] - The collaboration aims to develop a new energy storage project that will support high-load density grid peak regulation and frequency modulation, enhancing power supply reliability and equipment operational safety [5]

Core Viewpoint - The company, Zhaoxin Co., Ltd. (002256), clarified that it does not have any products or orders related to liquid cooling energy storage cabinets, despite investor inquiries about potential future orders and business developments in digital currency [1] Group 1: Company Operations - The company focuses on "fine chemicals + new energy" as its core business model [1] - The company is actively exploring new growth directions that align with industry trends and its resource endowments [1] Group 2: Investor Communication - The company emphasized its commitment to strict adherence to information disclosure rules and will timely and accurately disclose any significant matters as required [1] - The company expressed gratitude for investor support and understanding [1]

Group 1: Overview of Hebei Capital Market Development - Hebei's capital market is experiencing significant growth, with the number of listed companies expected to reach 84 and total market value rising to 1.43 trillion yuan by October 2025 [1] - Direct financing for various enterprises has exceeded 100 billion yuan, and the first public issuance of data center REITs has been successfully completed [1] - The development is driven by innovation and regulatory support, with companies like Yiling Pharmaceutical and Colin Electric leading the way in transformation and technological advancement [1][2] Group 2: Company Innovations and Performance - Yiling Pharmaceutical has developed 17 patented traditional Chinese medicines, focusing on a comprehensive operational model that integrates theory, clinical practice, research, industry, and education [1] - Colin Electric has transitioned from being an equipment supplier to a provider of integrated solutions in energy storage, achieving a 23.63% increase in revenue and a 45.90% rise in net profit year-on-year, with a staggering 705.48% increase in net profit for Q3 [2] - Wireless Media is evolving from IPTV services to a smart home ecosystem, serving nearly 15 million households in Hebei and launching innovative platforms like "Health for All" [2] Group 3: Financial Performance of Financial Institutions - Caida Securities, the only provincial securities firm, reported a 123.93% increase in net profit year-on-year, with brokerage fee income rising by 82.72% [3] - The firm is focusing on wealth management, investment banking, and technology finance, providing comprehensive services to specialized enterprises [3] Group 4: Regulatory Support and Market Initiatives - The Hebei Securities Regulatory Bureau has been actively guiding the development of the capital market, conducting visits to over 30 companies and facilitating the listing of one company on the Beijing Stock Exchange, raising 197 million yuan [3][4] - The bureau has implemented strict regulatory measures, issuing 16 administrative regulatory actions and 2 administrative penalties since 2025, while also promoting value enhancement strategies among listed companies [4] - Over 20 listed companies in Hebei have established market value management plans, with 74 instances of dividend distribution totaling over 28 billion yuan [4]

Core Viewpoint - The company has clarified that it has not signed the rumored 600 million yuan order for European liquid-cooled energy storage cabinets, despite investor inquiries [1] Group 1 - An investor inquired about a rumored order worth 600 million yuan for European liquid-cooled energy storage cabinets [1] - The company responded on the interactive platform, confirming that the mentioned order has not been signed [1]

Core Insights - The Chinese battery industry is transitioning from a focus on production capacity to a focus on value-driven solutions, emphasizing innovation and collaboration to build a healthy industrial ecosystem [1][3][10] Industry Trends - The industry is entering a new phase driven by emerging demands in sectors such as energy storage, electric shipping, low-altitude aircraft, and smart elderly care robots, shifting competition from capacity to scene-based solutions [3][6] - The past decade saw China achieve a leading global market share through capacity expansion and cost advantages, but concerns over low-end capacity surplus and homogenization have emerged [3][7] Technological Innovations - The industry is diversifying its technological routes to meet specific scene requirements, moving away from a one-size-fits-all approach [6][7] - Innovations such as the "600Wh/kg hydrogen hybrid power system" and water-based iron-nickel batteries are being developed to address specific needs in low-altitude and long-duration energy storage applications [6][7] R&D Transformation - The integration of artificial intelligence in battery material development is expected to reduce the traditional three-year R&D cycle to six months, enhancing the industry's ability to respond to customized scene demands [8][9] Competitive Landscape - Future competition in the battery sector will not only focus on technology and products but also on data management, carbon management, and lifecycle services, with "battery passports" becoming a critical component [9][10] - Compliance with new regulations, such as the EU's battery passport requirement, poses challenges for Chinese battery companies, including high compliance costs and supply chain transparency issues [9][10]

行家说储能 ▋ 安徽明美新能：2MWh工商储项目投运 日前，安徽明美新能为名美科技产业园打造的1MW/2MWh工商业储能示范项目正式落地投运，为大湾区产业园区能源管理提供了标杆样本。 近日，多个工商业储能项目迎来最新进展，其中多个为首个项目，在河北、安徽淮南等地实现零的突破。 其中，1个开工、7个并网，这些项目中最大单体规模为100MWh， 容量规模超218MWh 主要分布在安徽（3个）、广东（2个）、江苏、河北、山东等地，涉及弘正 储能、明美新能、远东储能、蜂巢能源、融和元储等储能相关企业。 ▋ 弘正储能：常州 20.06MWh工商储项目投运 近日，江苏省常州市新申达6.9MW/20.06MWh工商业储能项目顺利通过验收并正式投运。 项目采用" 4台弘正储能D-Ocean 5.016MWh液冷直流舱+4台逆变升压一体舱 "的核心配置，通过10kV高压并网接入厂区电网，并设置防逆流装置，在严守并网规范 的同时，阻断电力倒灌风险，保障厂区电网安全。 此外，项目将 深度融合削峰填谷、需量管理等多元能量调度策略与多时间尺度控制技术，同步集成智能预警与预测功能，实时解析负荷曲线、电价波动及设 备健康度等关键数据，动态 ...