文 | 中关村储能产业技术联盟 澳大利亚政府公布了第四轮容量投资计划（CIS）招标结果，共授予11.4GWh太阳能+储能项目合同。 本轮招标共有20个项目成功中标，获得了6.6GW可再生能源发电容量的长期合同。 澳大利亚气候变化与能源部长 Chris Bowen 于10月9日确认了招标结果。 20个中标项目涵盖太阳能、风能及电池储能技术 ，其中太 阳能+电池混合开发项目在入选项目中表现突出。 此次分配的6.6GW容量标志着通过CIS计划支持的可再生能源基础设施规模进一步扩大。此前多轮招标已确立该机制作为澳大利亚清洁 能源转型政策的基石。 本轮CIS招标最初计划在覆盖该国东部及南部各州地区的国家电力市场（NEM）中采购6GW可再生能源发电容量。 Chris Bowen证实 本轮招标共收到84份投标书 ，总容量达25.6GW，是6GW目标容量的四倍多。 最新招标结果规模反映出开发商对该计划收入保障模式的信心日益增强，也体现了招标过程实现的竞争力价格。 电池储能技术在中标项目组合中占据重要比重， 太阳能+储能混合项目在评标过程中展现出强劲竞争力。 中标项目组合中的电池储能系统将在间歇性可再生能源发电期间提供关键的电 ...

这场世界级的博弈，没人想到结局会这么离谱。美、俄和欧洲各怀算盘：有人打仗、有人制裁、有人做道义的仲裁者。结果他们一通操作后发现——芯片、 电池、矿石、原油的命门，全在中国手里。曾经喊着"脱钩"的人，如今正排队买中国产材料。中国没在前线放一枪，却成了这场战争里的"隐形赢家"。 时间回到2023年，那时候美欧以为制裁俄罗斯能迅速扼住能源命脉，顺带切断中国在全球产业链的影响力。可没想到，刚一开局，现实就啪啪打脸。中国在 关键原材料上的主导地位，让世界的工业体系像离开Wi-Fi的手机——卡顿到崩溃。 镓、锗、石墨这三个词在那年成了国际新闻的高频词。中国宣布出口许可制度后，欧美芯片与新能源工厂一夜紧张。镓用在红外夜视与雷达，锗是光纤和太 阳能必备，石墨则是电动车电池的"灵魂"。有人讽刺说：全球都在谈能源转型，结果转来转去，又要看中国批不批货。 美国那边不服气。2024年5月，华盛顿加征对华关税，电动车税率翻到100%，还拉上半导体、关键矿产、太阳能板一起加码。官方说要"保产业安全"，可业 内心里都明白，这更像是承认——靠自己造不出来。欧洲情况也不妙，德国汽车巨头发现，断了中国供应链，连新款电池测试都得延后。 更尴尬的是 ...

人民财讯10月1日电，阿特斯旗下储能业务子公司——阿特斯储能科技有限公司已与黑石集团旗下可再 生能源开发商Aypa Power公司就位于加拿大安大略省的"埃洛拉(Elora)"和"赫德利(Hedley)"电池储能项 目，正式签署电池储能系统供应协议(BSA)和长期服务协议(LTSA)。"埃洛拉"和"赫德利"两个项目合计 装机容量达420兆瓦/2122兆瓦时，将为安大略电网注入重要的新增储能容量，成为该省目前正在开发的 规模最大的储能设施之一。 ...

Core Insights - The article highlights the increasing importance of the Nordic region as a significant market for Chinese power battery companies, with a focus on the collaboration in the battery industry between China and Nordic countries [2][3][8] Group 1: Event Overview - The CINE2025 Solid-State Battery Exhibition and Industry Annual Conference will take place from November 6-8, 2025, at the Guangzhou Nansha International Convention Center, featuring over 200 exhibitors and 20,000 professional attendees [1] - The event will also include the 2025 Qidian Solid-State Battery Golden Ding Award Ceremony and the SSBA Solid-State Battery Industry Alliance Council [1] Group 2: Trade and Investment in Nordic Region - From January to August 2023, trade between China and the Nordic region reached $37.96 billion, with the battery industry becoming a new focal point for cooperation [2] - Companies like Sijian and Dangsheng Technology are investing heavily in Finland, with Sijian planning a 100,000-ton anode material project with a total investment of €1.28 billion [2][3] Group 3: Finland's Strategic Advantages - Finland's appeal to Chinese lithium battery material companies is attributed to its geographical location, resource availability, and supportive policies [4][5][6] - The country has a national battery strategy aiming for carbon neutrality by 2035 and focuses on the development and recycling of key raw materials like cobalt, nickel, lithium, and graphite [5] Group 4: Recent Developments - Chinese companies are increasingly establishing projects in Finland, with Dangsheng Technology's project having a planned capacity of 200,000 tons per year for ternary materials and 300,000 tons for lithium iron phosphate and lithium manganese phosphate [7] - The collapse of Northvolt, a local competitor, has created more opportunities for Chinese battery companies in the Nordic market, emphasizing the need for a robust supply chain to support battery production [8]

来源：CIES储能大会 中国储能网讯：据外媒报道，日前，荷兰电池储能系统运营商Return公司表示，该公司已经在德国收购了四个待建 （RTB）的电池储能项目；与此同时，以色列农业食品科技与可再生能源投资商N2OFF公司也为其正在德国开发的 太阳能发电项目中配套部署了一个电池储能系统。 去年9月，Return公司通过收购德国4GW电池储能项目组合，实现了储能业务向荷兰以外地区的拓展。 N2OFF公司在德国部署电池储能系统 与此同时，以色列农业食品科技与可再生能源投资商N2OFF公司宣布，将为其在德国开发的太阳能发电场配套部署 电池储能系统。 该项目由N2OFF公司的合作伙伴Solterra Renewable Energy公司开发，目前正在Melz地区建设一个115MW太阳能发电 场，并配套部署一个107MW/214MWh电池储能系统。该太阳能发电项目已于2025年1月获得当地政府批准建设。 N2OFF公司于今年6月宣布正在探索为这个太阳能发电场配套部署电池储能系统的可能性，而最终确定规模是其当时 预计规模的两倍。 Return公司长期活跃于荷兰电池储能市场，如今正积极将业务拓展至德国。 据当地媒体此前报道，在 ...

Core Viewpoint - Australia has announced the results of its largest battery storage tender, with 16 winners selected to provide a total of 4.13GW/15.37GWh of dispatchable capacity by the end of 2029, primarily using lithium-ion batteries [2][3]. Group 1: Tender Overview - The tender received 124 bids with a total capacity of 34GW/135GWh, aiming to award 4GW/16GWh of dispatchable capacity [3]. - The selected projects are expected to include local resources valued at AUD 3.8 billion (USD 2.53 billion / CNY 18.014 billion) and provide AUD 218.8 million in benefits to Indigenous communities, creating approximately 1,900 jobs during the construction phase [3]. Group 2: Project Details - The largest individual project selected is the Teebar battery storage system proposed by Atmos Renewables, with a capacity of 400MW/1600MWh [5]. - Equis won three projects totaling 550MW/1900MWh, while Akaysha Energy is involved in the Waratah Super Battery project and has secured contracts for additional projects [6]. Group 3: Involvement of Chinese Companies - Chinese energy storage equipment companies have become significant participants in the tender, with Energy Australia, a subsidiary of China Energy Group, winning a project in New South Wales [7]. - Alinta Energy's Reeves Plains project will utilize battery storage systems supplied by CATL, and ACEnergy has also confirmed the supply of battery systems from CATL for its projects [8].

Core Viewpoint - Egypt is accelerating its renewable energy strategy, focusing on attracting foreign direct investment and promoting local industry chain development in the renewable energy sector [3]. Group 1: Investment and Projects - Scatec has invested $3.6 billion in energy projects in Egypt under the NWFE (National Water, Food, and Energy Nexus) framework [2]. - Sunshine Power plans to establish a battery storage factory in Egypt with an annual capacity of 10GW, marking a significant step towards localizing the renewable energy industry [3]. - The company is willing to collaborate with Egypt on localizing the industry, aiming to transition from an energy project developer to a core equipment manufacturer [3]. Group 2: Specific Projects - The "Obelisk" solar power plant in Nag Hammadi is being developed, along with a 1GW solar power station and a 200MWh battery storage system for Egyptalum [4]. - The first green hydrogen and green ammonia production facility in Egypt is being developed in the Suez Canal Economic Zone [4]. - The "Shadwan" wind farm in Ras Shukeir and the "green ammonia" project in Dumyat are also part of the ongoing renewable energy initiatives [4].

Core Insights - Mingyang Smart Energy has signed a strategic cooperation agreement with UK energy technology company Octopus Energy to accelerate the development of onshore wind power in the UK [1] - The partnership aims to develop up to 6GW of local renewable wind power capacity through Octopus Energy's "Winder" wind resource platform [1] - Initial collaboration will focus on onshore wind energy, with plans to explore other energy solutions including solar power and battery storage systems in the future [1]

巴伊拉莫维奇补充说，大规模可再生能源并网对电力平衡、电压稳定及供电质量维护构成挑战，而储能 技术可作为缓解发电量与用电需求间不平衡的潜在解决方案，其核心目标在于增加电网容量、减少损耗 并优化负荷管理。他特别强调，电池储能系统可作为基础设施灵活性措施，就地消纳过剩发电量并暂时 缓解输电压力，从而避免可变可再生能源的限产。 针对电网资金问题，巴伊拉莫维奇指出，某些电力企业十余年未调整的电网使用费势必上涨，为电网强 化改造提供部分必要资金，并适应可再生能源及新技术接入需求。他同时强调现行电价机制（针对发电 企业使用输配电网的费用）已具备实施条件，应成为现有电价体系的补充措施。（驻波黑使馆经商处） 波黑《新闻报》9月7日报道。国际大电网会议（CIGRE）波黑委员会主席齐亚德·巴伊拉莫维奇博士表 示，到2030年，波黑电力分配系统需投入14亿马克进行升级改造。 巴伊拉莫维奇指出，可再生能源发展规模已达到导致输配电系统出现拥堵的程度，且整个地区各国都面 临可再生能源接入容量不足的问题。他预计配电网负荷增长还将来自交通电气化及供暖制冷部门电力消 耗的增加。他认为，波黑需要新建110千伏变电站，完成向20千伏电压等级的过渡改 ...

Core Insights - A pure electric inland container ship built for CMA CGM has commenced construction in Shandong, marking the first overseas order for a Chinese-made electric inland vessel, which is significant for the industry [2] - The ship, measuring 79.9 meters in length and 15 meters in width, has a carrying capacity of 3,500 tons and is equipped with a battery energy storage system from CATL, capable of reducing CO2 emissions by 778 tons annually [2] - CMA CGM plans to operate this vessel on a green route in Vietnam by 2026 as part of its commitment to achieving carbon neutrality by 2050 [2] Company Overview - Xineng Shipbuilding, established in 2022 and part of Jining Energy Development Group, has emerged as a new player in the shipbuilding industry, focusing on the renewable energy inland vessel sector [2][4] - The company has a strong backing from partners including CIMC, CATL, and Wuhan University of Technology, and aims to build 400 inland vessels annually with a capacity of 2,000-5,000 tons [4] - Xineng Shipbuilding employs advanced manufacturing techniques, including modular construction and digital workshops, which enhance shipbuilding efficiency to twice that of traditional methods [4] Industry Context - Traditional inland vessels are primarily powered by fossil fuels, leading to high carbon emissions and environmental risks, which the new energy vessels aim to address [3] - The domestic inland shipping market is still largely reliant on traditional energy sources, with over 300,000 inland vessels in operation, indicating a significant opportunity for the transition to renewable energy [7] - Jining, where Xineng Shipbuilding is located, is a key node in the Grand Canal, which plays a vital role in China's water transport system, offering cost-effective and energy-efficient logistics solutions [8] Market Potential - The Chinese government has set ambitious goals for inland waterway development, with investments in infrastructure exceeding those for coastal areas since 2018 [9] - By 2035, the aim is to expand the inland waterways to 25,000 kilometers and increase the share of inland cargo turnover to 9% of the total [9] - Jining is positioning itself as a northern inland shipping center, leveraging its geographical advantages to capitalize on the growing demand for green and intelligent shipping solutions [9][10] Strategic Developments - Xineng Shipbuilding has identified a differentiated market entry strategy focusing on the demand for small to medium-sized inland vessels powered by LNG and electricity, which has proven to be a strategic decision [21] - The company has established a sales network covering Europe, Southeast Asia, and Africa, enhancing its international presence and competitiveness [21][22]