Core Viewpoint - The company is leveraging its manufacturing capabilities and industry chain support to expand its presence in the growing energy storage market, focusing on professional OEM services and comprehensive service capabilities [2][11]. Group 1: Manufacturing Capabilities - The company, a subsidiary of China Pingmei Shenma Group, has established a complete supply chain management and quality assurance system, achieving an annual production capacity of 5GWh [3]. - It is the largest state-owned enterprise in Henan Province focused on energy storage integration, capable of flexibly responding to various order demands across different scales and application scenarios [3]. Group 2: Quality Assurance - The company adheres to a "standards first, quality foremost" philosophy, having built a comprehensive ISO quality management system, with products certified under the new national standard GB/T 36276 [5]. - It has been recognized as a national-level technology-based small and medium-sized enterprise and has received various important qualifications, showcasing its strength in technology research and development [5]. Group 3: Market Delivery - Since commencing production in June 2024, the company's products have been delivered to multiple provinces, including Xinjiang, Tibet, Inner Mongolia, Hebei, Henan, Sichuan, and Shanghai, with a cumulative delivery scale of 7GWh [7]. - The product range includes air-cooled and liquid-cooled systems, designed to adapt to different climates and operational environments, validated through actual operational reliability [7]. Group 4: Technological Development - The company is proactive in technology development, having achieved mass production of supporting energy storage systems ahead of the widespread adoption of 314Ah cells [9]. - It has completed trial operations for production lines related to the upcoming 587Ah large-capacity cell trend, preparing for the next generation of mainstream products [9]. Group 5: Business Expansion - The company plans to gradually expand its business scope by collaborating on material research and development upstream and exploring energy storage technology integration and operation services downstream [11]. - It aims to build comprehensive capabilities from manufacturing to service, supporting the transformation of the energy structure [11].

Core Viewpoint - Under the "dual carbon" goals, user-side commercial and industrial energy storage becomes a key factor for enterprise transformation, exemplified by the establishment of the Zhuhai user-side commercial energy storage project by Haibo Technology and Gaojing Solar, featuring a capacity of 28.5 MW/100 MWh [1][3]. Group 1: Project Overview - The Zhuhai project utilizes Haibo Technology's advanced liquid cooling energy storage system, employing a "peak shaving and valley filling" model to reduce Gaojing Solar's electricity costs [3]. - The project is designed to meet specific environmental conditions, including high temperature, humidity, and salt fog, ensuring suitability for on-site applications [4]. Group 2: Economic Impact - Following the adjustment of the time-of-use electricity pricing policy in Guangdong, peak electricity prices exceed 1 yuan per kWh, while valley prices are around 0.27 yuan per kWh, providing a new opportunity for high-energy-consuming enterprises to alleviate energy cost pressures [1]. - The implementation of the "two charges and two discharges" strategy by Haibo Technology aims to balance Gaojing Solar's peak and valley loads, thereby reducing public grid pressure and significantly lowering electricity costs [4]. Group 3: Technological Integration - The project integrates with Gaojing Solar's photovoltaic operations, allowing for the consumption of excess generated electricity and enhancing generation stability [4]. - The virtual power plant has been officially launched, enabling flexible participation in auxiliary service markets to continuously improve project revenue [4][6]. Group 4: Industry Trends - The energy usage logic in high-energy-consuming industries is undergoing fundamental changes, with off-peak electricity usage shifting from a flexible choice to a rigid necessity [6]. - Haibo Technology plans to deepen its customized "energy storage + X" strategic layout to empower enterprises in optimizing both energy utilization efficiency and operational costs [6].

Core Insights - Under the "dual carbon" goals, user-side commercial energy storage is becoming a key factor for enterprise transformation [1] - The project established by Haibo Sichuang Technology Co., Ltd. and its partners aims to reduce energy costs for high-energy-consuming enterprises through innovative energy storage solutions [2] Group 1: Project Overview - The Zhuhai user-side commercial energy storage project has a capacity of 28.5MW/100MWh and utilizes a "peak shaving and valley filling" model [1] - The project is designed to address high energy consumption and costs at the Zhuhai Jinwan base of Gaojing Solar, which faces significant electricity expenses [1][2] Group 2: Technological Features - The project employs Haibo Sichuang's advanced liquid cooling energy storage system, which offers high charge and discharge efficiency and long battery life [2] - Custom-designed products meet the environmental challenges of high temperature, humidity, and salt fog, ensuring operational reliability [2] Group 3: Economic Impact - The differentiated electricity pricing policy in Guangdong, with peak prices exceeding 1 yuan per kWh and valley prices around 0.27 yuan per kWh, provides a new opportunity for high-energy-consuming enterprises to reduce costs [1] - The project aims to significantly lower Gaojing Solar's electricity costs while enhancing operational efficiency through a "two charge, two discharge" strategy [2] Group 4: Market Context - The energy usage logic in high-energy-consuming industries is undergoing fundamental changes, with peak-shifting electricity usage becoming a rigid requirement rather than an elastic choice [2] - Haibo Sichuang plans to deepen its customized "energy storage + X" strategy to optimize energy utilization efficiency and operational costs for enterprises [2]

中证报中证网讯（王珞）近日，海博思创联合珠海科技产业集团下属新能源投控公司、高景太阳能股份 有限公司（以下简称"高景太阳能"），建成珠海用户侧工商业储能项目——高景太阳能珠海金湾基地 28.5MW/100MWh储能项目。海博思创表示，此项目深度应用"削峰填谷+光伏消纳+虚拟电厂"创新模 式，以实际行动精准践行公司"储能+X"战略布局。 海博思创表示，在电力市场政策持续完善与市场化进程加速推进的背景下，高耗能行业的能源使用逻辑 正经历根本性变革，错峰用电已从弹性选择转变为刚性需求。未来，公司将持续深化定制化"储能 +X"战略布局，精准赋能企业实现能源利用效率与运营成本的双向优化。 据介绍，结合电价政策，海博思创制定"两充两放"策略，调平高景太阳能峰谷负荷，缓解公共电网压 力，助力高景色太阳能大幅降低用电成本，实现持续降本增效。项目与基地光伏联合运行，消纳超发电 量，提升发电稳定性。目前已正式运行虚拟电厂，通过灵活参与辅助服务市场，持续提升项目收益。 据悉，此项目采用海博思创先进的液冷储能系统，以"削峰填谷"模式降低高景太阳能用电成本。该产品 兼具充放电效率高、电池寿命长的优势，配合舱级全氟己酮喷射+PACK级可 ...

Core Viewpoint - Under the "dual carbon" goals, user-side commercial energy storage is becoming a key factor for enterprise transformation [2] Group 1: Project Overview - The Zhuhai user-side commercial energy storage project, a collaboration between Haibo Sichuang and subsidiaries of Zhuhai Technology Industry Group and Gaojing Solar, has established a 28.5MW/100MWh energy storage project at the Zhuhai Jinwan base [2] - The project employs an innovative model of "peak shaving and valley filling + photovoltaic consumption + virtual power plant," aligning with Haibo Sichuang's "energy storage + X" strategic layout [3] Group 2: Cost Reduction Strategy - The project utilizes Haibo Sichuang's advanced liquid cooling energy storage system to reduce Gaojing Solar's electricity costs through a "peak shaving and valley filling" approach [5] - With the upcoming adjustment of time-of-use electricity pricing in Guangdong in 2025, peak electricity prices are expected to exceed 1 yuan per kWh, while valley prices will be around 0.27 yuan per kWh, providing a new opportunity for high-energy-consuming enterprises to alleviate energy costs [3] Group 3: Technological Innovations - The energy storage system features high charging and discharging efficiency and long battery life, along with a comprehensive fire safety solution tailored for high-temperature, high-humidity, and high-salt environments [5] - The project integrates with Gaojing Solar's photovoltaic operations to utilize excess generated power, enhancing generation stability and officially operating as a virtual power plant to flexibly participate in auxiliary service markets, thereby continuously increasing project revenue [5] Group 4: Industry Trends - The energy usage logic in high-energy-consuming industries is undergoing fundamental changes, with off-peak electricity usage shifting from a flexible choice to a rigid necessity [5] - Haibo Sichuang aims to deepen its customized "energy storage + X" strategic layout to empower enterprises in optimizing both energy utilization efficiency and operational costs [5]

Core Viewpoint - Under the "dual carbon" goals, user-side commercial and industrial energy storage becomes a key factor for enterprise transformation, exemplified by the establishment of the Zhuhai user-side commercial energy storage project by Haibosichuang and its partners [1][3]. Group 1: Project Overview - The Zhuhai project features a 28.5MW/100MWh energy storage system that employs an innovative model of "peak shaving and valley filling + photovoltaic consumption + virtual power plant" [1]. - The project aims to alleviate the high electricity costs faced by Gaojing Solar at its Zhuhai Jinwan base, which has high energy consumption in production [1]. Group 2: Economic Impact - Following the adjustment of the time-of-use electricity pricing policy in Guangdong by 2025, peak electricity prices are expected to exceed 1 yuan per kWh, while valley prices will be around 0.27 yuan per kWh, providing a new opportunity for high-energy-consuming enterprises to reduce energy costs [1]. Group 3: Technological Features - The project utilizes Haibosichuang's advanced liquid cooling energy storage system, which features high charging and discharging efficiency and long battery life [3]. - A comprehensive fire safety solution is implemented, including cabin-level perfluorohexane injection and PACK-level combustible gas detection, ensuring early warning and rapid response to potential hazards [3]. Group 4: Operational Strategy - Haibosichuang has developed a "two charges and two discharges" strategy to balance Gaojing Solar's peak and valley loads, thereby alleviating pressure on the public grid and significantly reducing electricity costs [3]. - The project operates in conjunction with the photovoltaic system to utilize excess generated electricity, enhancing power generation stability [3]. Group 5: Market Context - The energy usage logic in high-energy-consuming industries is undergoing fundamental changes, with peak-shaving electricity usage shifting from a flexible choice to a rigid necessity [5]. - Haibosichuang plans to deepen its customized "energy storage + X" strategic layout to optimize energy utilization efficiency and operational costs for enterprises [5].

Event Overview - The CINE2025 Solid-State Battery Exhibition and Industry Annual Conference will be held from November 6-8, 2025, at the Guangzhou Nansha International Convention Center, with over 200 exhibitors and 20,000 professional attendees expected [1]. Company Developments - Ganfeng Lithium announced plans to enhance the financial strength of its subsidiary, Ganfeng Lithium Battery, through a capital increase of up to 2.5 billion yuan at a price of 3 yuan per 1 yuan of registered capital [2][3]. - The capital increase aims to improve Ganfeng Lithium Battery's financial capabilities, reduce its asset-liability ratio, and support sustainable high-quality development [3][4]. Product and Market Position - Ganfeng Lithium Battery has a comprehensive range of lithium battery products, including wearable device batteries, consumer batteries, power and energy storage batteries, solid-state lithium batteries, and battery management systems, totaling over 20 product types [3]. - As of now, Ganfeng Lithium Battery has established battery projects in multiple locations, with a total planned production capacity of 144 GWh for power and energy storage batteries [3][9]. Revenue and Market Share - In the first half of 2025, Ganfeng Lithium's battery business accounted for 35.52% of its revenue, marking a significant increase compared to the same period in 2024, indicating that energy storage has become a crucial revenue source [5]. - Ganfeng Lithium Battery ranked 12th globally in energy storage battery shipments in the first half of 2025, having completed over 100 large-scale energy storage projects and successfully entered overseas markets [5][6]. Technological Advancements - The company is focusing on solid-state batteries, being the only domestic enterprise to achieve an integrated production chain from lithium sulfide raw materials to solid-state electrolytes and battery systems [9][10]. - Ganfeng Lithium Battery has developed customized solutions for various applications, including soft-pack solid-state batteries for passenger vehicles and drones, with energy densities ranging from 320 Wh/kg to 550 Wh/kg [10][11]. Production Capacity and Future Plans - The company has achieved mass production of its energy storage cells and is operating at full capacity, with significant investments in new battery research and production facilities [9]. - The Nanchang lithium battery production base project has made significant progress, with the first building completed two months ahead of schedule, which will greatly increase Ganfeng Lithium's energy storage battery capacity [9].

Core Viewpoint - The 2025 World Manufacturing Conference recently opened in Hefei, showcasing Keda Guokuan Software Co., Ltd.'s advancements in "Artificial Intelligence +" full-stack solutions and cutting-edge technologies such as trusted data space and quantum technology [1] Group 1: Company Developments - Keda Guokuan displayed its latest products including intelligent cloud BMS, BEMS, and liquid cooling energy storage systems at the conference [1] - The company was highlighted as a leader in trusted data space, having successfully completed the national interconnectivity verification as one of the first data infrastructure nodes [1] Group 2: Industry Initiatives - The conference featured a key event, the Innovation Achievement Conference for the Comprehensive Experimental Zone of Data Elements, where Keda Guokuan promoted its project as part of the national-level demonstration project in the Yangtze River Delta [1] - The event also included the award ceremony for the 2025 "Data Element ×" competition in Anhui, where Keda Guokuan received a gold award for its project on "AI Agent Security Vulnerability Automatic Mining Platform Based on Formal Verification," showcasing its leading capabilities in the data element and AI application fields [1]

Core Insights - The article highlights the advancements and innovations in the energy storage sector showcased at the 2025 International Digital Energy Exhibition, emphasizing the role of companies like BYD, Huawei, and others in developing cutting-edge storage solutions and technologies [3][4]. Group 1: Policy and Industry Trends - The Shenzhen Development and Reform Commission released the "2025 Shenzhen Digital Energy White Paper," outlining a path to becoming a global leader in digital energy, focusing on six key areas: source, network, load, storage, data, and carbon [3]. - The exhibition emphasized the importance of policy guidance and the development of energy in Shenzhen, with a vision to create a "supercharging city 2.0" and a virtual power plant management cloud platform [3]. Group 2: BYD Innovations - BYD introduced its new energy storage product "Haohan," which has a minimum unit capacity of 14.5 MWh and can achieve a maximum capacity of 10 MWh within a 20-foot container, boasting a global highest Vcts of 52.1%, an increase of 39.7% over the industry standard [7]. - The Haohan system features an IP66 protection level, enhancing the lifespan of sensitive components by 100% and reducing system failure rates and maintenance costs by 70% [7]. Group 3: Huawei's Contributions - Huawei showcased its intelligent string-type grid-connected energy storage solutions, emphasizing a full-stack safety architecture and six core capabilities for all-scenario grid integration [10]. - The solutions include the LUNA2000 series and SPMS2000-A01 management system, which enhance lifecycle economics and operational efficiency through full-link digitalization [10]. Group 4: Other Notable Companies - Xiaohai Energy presented its "Star Array" smart energy management system, which integrates AI for energy dispatching, enabling businesses to optimize energy costs and efficiency [13]. - XWANDA displayed its 684Ah and 588Ah energy storage cells, featuring high energy density and long cycle life, with the 684Ah cell achieving over 440 Wh/L [16]. - TuoBang introduced its liquid-cooled energy storage system and the "Zero Carbon Cloud" platform, which enhances energy system efficiency through intelligent modules [19]. Group 5: Emerging Technologies - Shandong Electric showcased its V-Titan 1 energy storage system, which operates efficiently across a wide temperature range and has no capacity degradation over its lifecycle [22]. - NARI Group presented its "4S" energy storage system, focusing on accurate demand assessment, flexible power control, and proactive battery safety [25]. - Dongfang Electronics highlighted its grid-connected storage technology, which enhances energy quality and operational efficiency through advanced control algorithms [28]. Group 6: Future Directions - The article indicates a strong trend towards integrating AI and digital technologies in energy management systems, with companies like Jianjie IoT and YuanYang Energy showcasing their advanced EMS solutions [48][53]. - The focus on sustainability and zero-carbon solutions is evident, with multiple companies presenting integrated energy systems that support renewable energy sources and efficient energy management [40][46].

Core Viewpoint - The digital transformation of the energy storage industry has shifted from an option to a necessity in the context of the global dual carbon wave, emphasizing the importance of digital solutions in achieving low-carbon operations and energy system integration [2][12]. Group 1: Product Innovations - The company showcased its liquid cooling energy storage system and a comprehensive range of solar-storage-charging products at the 2025 International Digital Energy Exhibition, highlighting innovations in energy storage safety and digital low-carbon operations [2]. - A special offer was introduced at the exhibition, with commercial energy storage cabinets starting at 0.499 yuan/Wh and a 400kW integrated DC machine priced at 24,900 yuan per unit, attracting attention [3]. Group 2: Safety and Reliability - The focus on safety in energy storage systems is paramount, with the company emphasizing its liquid cooling integrated energy storage system that features multi-level safety designs and a comprehensive protection system, maintaining a temperature difference of less than 3°C to ensure operational safety [4]. - The superior heat dissipation and protection capabilities of the system not only reduce potential risks but also significantly extend battery life, providing users with longer investment cycles and higher asset returns [4]. Group 3: Comprehensive Solutions - The company is addressing the challenges of diversified applications and insufficient system integration in the renewable energy sector by developing a solar-storage-charging system that covers core components, complete products, and overall solutions [6]. - Successful international projects, such as the solar-storage-charging demonstration project in Huizhou, Guangdong, validate the company's solutions in terms of safety, stability, and sustainable value [6]. Group 4: Digital Operations - To tackle the fragmentation and lack of collaboration in energy management, the company has developed the "Topband Zero Carbon Cloud" digital platform, which integrates photovoltaic, energy storage, and charging processes for real-time data collection and intelligent scheduling [8]. - This platform enhances the efficiency of energy utilization and supports the green transition by enabling cost reduction and efficiency improvement [8]. Group 5: Capital and Lifecycle Empowerment - The green energy transition requires not only technological innovation but also collaboration between capital and operations, with the company focusing on providing integrated solutions that cover investment, design, development, and operation in distributed solar-storage-charging [10]. - The integration of intelligent control, digital technology, electronic power technology, and artificial intelligence applications strengthens the implementation of low-carbon practices [10]. Group 6: Zero Carbon Matrix - The company aims to accelerate the upgrade of the energy structure through its three major solutions: liquid cooling energy storage systems, comprehensive solar-storage-charging matrices, and the Zero Carbon Cloud platform, addressing the industry's core needs for safety, system collaboration, and efficient operations [12]. - The company looks forward to collaborating with global customers and partners to explore integrated solar-storage-charging and low-carbon transition practices [12].