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海辰储能拿下大订单!
鑫椤锂电· 2025-08-21 08:32
这些项目主要位于沙特西北部塔布克省和中部地区哈伊勒省,此前4月SEC公布了该项目的投标情况, 海辰储能参与了报价。 据了解,海辰储能于去年10月宣 布与 MANAT(由沙特阿美石油公司总工程师 Nabilah AlTunisi创立)成立合资公司 Hithium MANAT,建设5GWh BESS工厂。 进固态电池群 ,加小编微信:13248122922 注:添加好友请备注 公司名称、姓名、职务,入群需发送1张您的纸质名片~ END 关注公众号,点击公众号主页右上角" ··· ",设置星标 "⭐" ,关注 鑫椤锂电 资讯~ 本文来源:储能前沿 8月17日,据Saudi Gulf Projects消 息, 沙特电力公司将总容量达 1GW/4GWh 的电池储能系统项 目合同授予 厦门海辰储能和沙特Alfanar Projects公司 。 其中海辰储能主要负责项 目的设备供应和运 营,总计约26亿元人民币,Alfanar Projects则负责建设工作。 具体来看: 塔布克1号电池储能项目(Tabuk – 1 BSP)电池储能系统供应 : 厦门海辰储能科技股份有限公 司,合同金额 6.717 亿沙特里亚尔(约1.79 ...
海辰储能拿下26亿元大单!
起点锂电· 2025-08-20 10:36
Core Viewpoint - The global energy storage market is experiencing significant growth, with Chinese companies like Hicharge Energy actively participating in international projects, particularly in Saudi Arabia, which is developing a leading global energy storage market as part of its Vision 2030 initiative [4][9]. Group 1: Market Demand and Orders - In 2025, global energy storage demand continues to thrive, with over 80 announced energy storage battery and system orders totaling more than 300 GWh [3]. - Hicharge Energy has secured a contract with Saudi Electricity Company for a 1 GW / 4 GWh battery storage system project, valued at approximately $364 million (about 2.639 billion RMB) [3]. - Hicharge Energy has reported over 30 GWh of major energy storage orders since the beginning of 2025 [4]. Group 2: Strategic Partnerships and Collaborations - Hicharge Energy has formed a strategic partnership with The Imperial Electrical Company in Pakistan to distribute 1 GWh of residential and commercial energy storage products [5]. - A collaboration agreement was signed with Elements Green for a battery storage system supply for a project in the UK, totaling 720 MWh, marking it as one of the largest storage projects in the UK [5]. - Hicharge Energy will deliver 3 GWh of battery storage systems to Jupiter Power by the end of 2025, utilizing its new generation 5 MWh liquid-cooled storage system [5]. Group 3: Product Development and Innovation - Hicharge Energy has achieved a top 3 global ranking in energy storage battery shipments in 2024, continuing to maintain a strong position in the market [7]. - The company is focusing on product innovation, particularly with its 587Ah series, enhancing compatibility and reducing costs for customers [7]. - Hicharge Energy's product solutions are now present in over 20 countries and regions, including China, the US, and Europe [8]. Group 4: Industry Trends and Future Outlook - The global energy transition is accelerating, with the energy storage industry expected to see a 51% year-on-year growth in large-scale installations by 2025 [9]. - Leading domestic energy storage battery companies are transitioning from being "single battery suppliers" to "integrated solution providers," covering the entire process from sales to after-sales services [9].
非洲储能格局:开发中项目达18GWh,南非/埃及优势明显
Core Viewpoint - The article highlights the rapid expansion of clean energy projects in Africa, emphasizing the increasing demand for complementary energy storage solutions as countries begin to explore their potential with declining storage costs [2]. Group 1: Current Status of Energy Storage in Africa - The total battery storage capacity for renewable energy projects in Africa has reached approximately 2,902 MWh, with significant regional concentration in South Africa, Egypt, and Morocco, which together account for a substantial share of installed photovoltaic capacity [5]. - South Africa leads the continent in energy storage, with the Kenhardt 1-2-3 complex developed by Scatec having a storage capacity of 1,140 MWh, followed by Egypt's Abydos 1 system at 300 MWh [6][9]. Group 2: Development Trends and Projects - South Africa's government has initiated the Battery Energy Storage Independent Power Producer Procurement Program (BESIPPPP), resulting in the deployment of 1,744 MW/7 GWh of storage systems [8]. - Recent projects include AMEA Power's construction of Egypt's first grid-level independent storage system, which is part of a plan to add 1,500 MWh of storage capacity [9][11]. - Morocco is advancing two large-scale solar-storage projects that will add a combined 1,200 MWh of battery storage capacity [10]. Group 3: Emerging Markets and Future Prospects - Countries like Uganda and Mauritius are also developing significant energy storage projects, with Uganda planning a 100 MWp project paired with a 250 MWh storage system [10]. - The African Solar Industry Association (AFSIA) reports that the total scale of storage projects under development across Africa is approximately 18 GWh, indicating a growing emphasis on the integration of renewable energy and storage technologies [11].
超400MWh!阳光电源、三晶电气等4企工商储迎新进展
行家说储能· 2025-08-18 09:46
Core Viewpoint - The article highlights recent advancements in the commercial energy storage sector, with four companies making significant progress in various international markets, indicating a growing trend in energy storage solutions [2]. Group 1: Company Developments - Sungrow Power has secured a 400MWh commercial energy storage order in Brazil, collaborating with Roca Group's subsidiaries MOBS and TCCOMC to deploy the systems over the next three years [3][5]. - Sanjing Electric has successfully installed the world's first CM2 smart outdoor energy storage cabinet in Belgium, which enhances the self-consumption ratio of solar energy to over 60% and allows for participation in electricity trading [6][8]. - Xiamen Xiangyu New Energy has shipped its first batch of network-type liquid-cooled energy storage cabinets to Pakistan, aimed at supporting the largest commercial energy storage project for a cement manufacturer [9][11]. - Desay Battery's 8.6MWh energy storage project in Hunan has successfully connected to the grid, utilizing self-developed battery cells and a health management system for enhanced safety and economic efficiency [12][14].
价值26亿元!海辰储能拿下沙特大单
行家说储能· 2025-08-18 09:46
Core Viewpoint - The article highlights the significant growth and opportunities in the energy storage market, particularly focusing on the recent contracts secured by Xiamen Hichain Energy Storage in Saudi Arabia, indicating a robust demand for battery energy storage systems (BESS) driven by Saudi Arabia's Vision 2030 strategy [3][10]. Group 1: Company Developments - Xiamen Hichain Energy Storage has secured a major contract with Saudi Electricity Company for a battery storage project with a total capacity of 1GW/4GWh, valued at approximately 25.98 billion RMB (around 3.62 billion USD) [3][6]. - The company is responsible for supplying equipment and operations for the Tabuk-1 and Hail 2BSP projects, with specific contract values of 671.7 million and 686.35 million Saudi Riyals respectively [3][6]. - Since 2025, Hichain Energy Storage has announced over 30GWh of major energy storage orders, showcasing its expanding footprint in the industry [7]. Group 2: Market Insights - The Saudi battery storage market is experiencing explosive growth, with a total of 13GWh of grid-level BESS projects already built or under construction, projected to reach 33.5GWh by 2026, making it the third-largest BESS market globally after the US and China [10][11]. - The Saudi Power Procurement Company plans to tender 2GW/8GWh of independent BESS projects annually starting in 2024, aiming for a cumulative total of 10GW/40GWh by 2030 [10][11]. - The competitive landscape is intensifying, with major Chinese companies actively bidding for large-scale storage projects in Saudi Arabia, indicating a strong presence of leading firms in the market [12][13].
美国一电池储能系统发生火灾、爆炸!
鑫椤储能· 2025-08-15 02:46
Core Viewpoint - A battery energy storage system in Los Angeles experienced a fire and explosion, raising concerns about safety and environmental impact due to the burning of lead-acid batteries [1][3]. Incident Summary - The fire occurred on August 10 at 4:33 AM, affecting an area of approximately 300 feet by 200 feet [1]. - By 8 AM, hazardous materials experts were monitoring air quality and water runoff, indicating significant community impact from the burning batteries [3]. - The building served as both a battery storage facility and an underground electrical room, leading the Los Angeles Fire Department to switch from an offensive to a defensive firefighting strategy [3]. - A total of 144 firefighters worked for about 5 hours to extinguish the fire, which was brought under control by approximately 10:45 AM [3]. - Local utility workers cut off power to the building to ensure safety, while hazardous materials teams remained on-site to monitor potential threats [3]. - No injuries were reported as a result of the incident [4].
毛里塔尼亚批准IWAFRICA公司承担太阳能和风能发电站公私合营项目
Shang Wu Bu Wang Zhan· 2025-08-14 04:32
Core Points - Mauritania's cabinet approved IWAFRICA to undertake a public-private partnership project for solar and wind power generation [1] - The project has a contract duration of 15 years with a construction cost of approximately $287 million [1] - IWAFRICA will establish a project company to handle design, financing, construction, operation, and maintenance [1] Project Details - A solar power plant with a capacity of 160 MW will be built in Nouakchott [1] - A wind power plant with a capacity of 60 MW will be constructed in Boutilimit, Trarza region [1] - The project includes a battery storage system with a capacity of 370 MWh [1] Infrastructure Development - IWAFRICA will finance and construct a high-voltage transmission line and associated substations [1] - Upon the project's operational commencement, ownership of the facilities will be transferred to the Mauritania National Electricity Company (SOMELEC) [1]
近6GWh!阳光电源等4企拿单正“热”
行家说储能· 2025-08-12 10:30
Core Viewpoint - Recent announcements from four companies indicate significant developments in the energy storage sector, with a total capacity of 5.53 GWh in new orders [2] Group 1: Company Announcements - Zhiguang Electric has signed a sales contract for energy storage system equipment worth 204 million yuan, involving a 200 MW/400 MWh system to be connected to the Jieyang power grid [3] - Zhongqi New Energy has signed a memorandum of cooperation with IndiGrid for a 5 GWh energy storage system product for the years 2026-2027 [4] - Sungrow Power has deployed a 30 MW/60 MWh battery storage system in Finland, contributing to the renewable energy grid in the region [7][9] - China Storage Technology has signed a supply project for a 70 MWh energy storage station in Japan, marking its first project in the Japanese market [11][12] Group 2: Financial and Operational Insights - Zhiguang Electric's energy storage business reported a revenue of 1.063 billion yuan in 2024, a year-on-year increase of nearly 15%, with a shipment volume of 3.6 GWh and an order volume of 4.1 GWh, reflecting over 200% growth [3] - The overall static investment for Zhiguang Electric's new project is 468 million yuan, with dynamic investment slightly higher at 474 million yuan [3] - Zhongqi New Energy aims to enhance its innovation and research capabilities in the power battery sector, having recently established its operations [6]
电力设备新能源行业周报:“强预期”注入,产业链价格企稳-20250812
Guoyuan Securities· 2025-08-12 03:30
Investment Rating - The report maintains a "Buy" rating for the photovoltaic and wind power sectors, indicating a positive outlook for these industries in the near to medium term [4][5]. Core Insights - The photovoltaic industry is undergoing a "de-involution" movement at the national strategic level, focusing on capacity integration in the silicon material segment and strengthening price regulation across the supply chain. The industry is currently at the bottom of the cycle, with future policy strength being a key variable influencing its trajectory. In the medium to long term, the photovoltaic sector is expected to enter a phase of high-quality development, with technological upgrades and market structure optimization becoming core competitive factors [4]. - The wind power sector in China has a strong global competitive advantage, with a relatively reasonable supply-demand structure and robust profitability among companies. The year 2025 is anticipated to be a significant year for offshore wind power development in China, with accelerated construction and favorable export trends [4]. Weekly Market Review - From August 4 to August 8, 2025, the Shanghai Composite Index rose by 2.11%, while the Shenzhen Component Index and the ChiNext Index increased by 1.25% and 0.49%, respectively. The Shenwan Electric Power Equipment Index rose by 1.94%, outperforming the CSI 300 by 0.71 percentage points. Within sub-sectors, photovoltaic equipment, wind power equipment, batteries, and grid equipment experienced changes of +1.29%, +4.50%, +0.99%, and +3.08%, respectively [12][18]. Key Sector Tracking - **Photovoltaic Sector**: The report highlights a significant project where JA Solar is the candidate for a 50MW photovoltaic component procurement project in Tibet, with a bid amount of approximately 36 million CNY and a unit price of 0.7215 CNY/W [3][21]. - **Wind Power Sector**: The report emphasizes the strong profitability of domestic wind power companies in the first half of the year and suggests focusing on leading companies such as Goldwind Technology and Dongfang Cable [4]. Investment Recommendations - **Photovoltaic**: Focus on segments that have undergone sufficient corrections, such as silicon materials, glass, and battery cells. Recommended companies include Aiko Solar, Flat Glass Group, GCL-Poly Energy, and Junda Technology [4]. - **Wind Power**: Maintain a positive outlook on the domestic wind power supply chain, with recommendations for companies like Goldwind Technology and Zhongtian Technology [4]. - **New Energy Vehicles**: The sector continues to grow rapidly, with recommendations to focus on battery and structural components benefiting from low upstream raw material prices, including companies like CATL and EVE Energy [5]. Industry Price Data - The report includes price trends for key materials in the photovoltaic supply chain, indicating fluctuations in silicon material, battery cell, and module prices, which are critical for assessing market dynamics [35][36][38].
阳光电源(300274):储能海外订单不断,AIDC业务有望成为第二成长曲线
Huafu Securities· 2025-08-10 15:25
Investment Rating - The report maintains a "Buy" rating for the company, indicating an expected relative price increase of over 20% against the market benchmark within the next six months [5][19]. Core Insights - The company is experiencing a continuous influx of overseas energy storage orders, showcasing its strong competitive position in the global energy storage market [2]. - The recent U.S. Inflation Reduction Act provides extended policy support for the energy storage sector, which the company is well-positioned to leverage [3]. - The company is actively pursuing opportunities in the Artificial Intelligence Data Center (AIDC) sector, which is anticipated to become a second growth curve for the business [4]. Summary by Sections Overseas Orders and Market Position - The company has secured significant overseas energy storage orders, including a recent agreement to deploy a 1GWh battery storage system in Bulgaria and a 2.4GWh order in Europe [2]. - The company has consistently won overseas storage contracts since 2025, including a 500MWh order in Japan and a 50MW/100MWh project in Finland [2]. U.S. Policy and Market Dynamics - The U.S. Inflation Reduction Act extends the Investment Tax Credit (ITC) for energy storage until 2036, providing a longer support window for the industry [3]. - Current tariffs on Chinese products are set at 10%, with potential adjustments expected, which may impact the company's operations in the U.S. market [3][4]. Financial Projections - The company is projected to achieve net profits of 14.1 billion, 14.7 billion, and 15.8 billion yuan for the years 2025, 2026, and 2027 respectively, with corresponding P/E ratios of 12.0, 11.5, and 10.7 [5][7]. - Revenue is expected to grow from 89.6 billion yuan in 2025 to 109.8 billion yuan in 2027, reflecting a robust growth trajectory [7]. AIDC Business Development - The company is establishing a subsidiary to focus on AIDC power supply business, leveraging its expertise in power electronics to tap into this emerging market [4].