据央视新闻报道，近日全球首个"双塔一机"光热储能电站迎来了关键的里程碑，正式进入最后的调试阶段， 随着定日镜跟着太阳角度做最后微调，把阳光精准汇聚到东塔顶端，东塔慢慢亮起，这意味着，全球首 个"双塔一机"光热储能电站全系统成功试运行。 该光热储能电站的核心是两座约 200 米高的吸热塔，它们被 2.7 万块定日镜环绕。这些定日镜能够精准地捕 捉太阳光，并将其汇聚到吸热塔的顶端，将普通的阳光转化为可稳定发电的清洁能源。在吸热塔内部，工作 人员通过一系列复杂的设备和系统，实现了能量的高效捕获、传递与储存。 储能作为能量存储的重要方式，其发展水平代表着一个国家在半导体领域的"软实力"。其中又分为机械储 能、电化学储能、热储能、化学储能、电磁储能等，机械储能和电化学储能依然占据绝对优势，其余储能技 术市场极小，还有待开发。电化学储能领域中，宁德时代、比亚迪是行业的领军企业;在抽水储能领域，三 峡集团、华能集团、国家电力投资集团等传统电力企业是主要竞争者。 | 企业名称 | 企业简介 | 储能产品/项目 | | --- | --- | --- | | 阳光电源 | 全球领先的光伏逆变器和储能解决方案 提供商,致力于清洁 ...

全球储能市场加速扩张，国际能源合作需求迫切。对中国企业而言， 出海已从战略层 面的 "选择题" 变为发展必需的 "必答题" ，推动储能产业从"单一技术输出"向"产品 +标准+服务+生态"的一体化出海模式升级， 南亚、东南亚等热门市场恰是这一转型中 的核心发力点。 巴基斯坦四大能源需求 ESIE&巴基斯坦电力部 携手推动中巴能源合作 巴基斯坦电力部长Le gha r i在第十三届储能国际峰会暨展览会ESIE 2 0 2 5曾表示， "储能 对巴基斯坦至关重要，无论电池储能、抽水蓄能还是微电网，都将支持可再生能源消纳， 推动能源安全、经济发展与可持续转型。" 巴基斯坦目前重点关注四个能源领域需求： 电池储能系统（BESS） 电表制造与智能电网集成 (AMI) 电动出行与回收合作 输电基础设施与电池支撑的电网扩展 01 ESIE 2026 电池储能系统（BESS） 巴基斯坦在并网和离网电池储能解决方案方面存在巨大合作机会，尤其在本地化生产锂 离子、钠离子及其他新兴储能技术方面。 具体包括在巴基斯坦现有的光伏、风电独立发电商（IPP）项目中开发公用事业规模储 能。开发符合巴基斯坦负荷特性和价格敏感度的家用和商用BES ...

Core Insights - The energy storage industry is experiencing a surge in demand, leading to significant stock price increases for several companies involved in energy storage solutions [1][2][3] - Major players in the energy storage sector have reported impressive financial results, indicating an ongoing industry reshuffle [2][3] Revenue Growth - Companies engaged in energy storage have shown substantial revenue growth, with notable figures such as: - Sunshine Power's energy storage revenue reaching 17.803 billion yuan, a year-on-year increase of 127.78% [3] - Deye's energy storage battery revenue at 1.422 billion yuan, up 85.80% year-on-year [3] - CATL maintaining its position as the global leader in energy storage battery shipments with 55 GWh [3] - The second-tier companies are also narrowing the gap with leaders, with EVE Energy's shipments growing by 37.02% year-on-year [3] Order Backlog and Production Capacity - The demand for energy storage solutions is robust, with companies like Zhiguang Electric reporting over 1.8 billion yuan in signed orders [4] - CATL's production capacity utilization reached 89.86% in the first half of 2025, a significant increase from the previous year's low [5] - The industry is facing saturation in production capacity, with reports of orders for 100Ah batteries extending into 2026 [5] Price Trends - The energy storage industry is witnessing a reversal in supply-demand dynamics, leading to price increases for energy storage cells [6] - Prices for mainstream battery models have risen by 10%-20% in June and July 2025, supported by a rebound in lithium carbonate prices [6] Market Growth and Projections - The global energy storage battery shipment volume reached 246.4 GWh in the first half of 2025, a year-on-year increase of 115.2% [8] - The energy storage market in China is expected to maintain a compound annual growth rate of around 30% over the next three years [10] Policy and Market Dynamics - The rapid growth in energy storage demand is attributed to a combination of policy and market mechanisms, transitioning from a passive role to a market-driven model [9] - Projects in regions like Inner Mongolia are benefiting from capacity compensation policies, enhancing cash flow stability and internal rates of return [9]

Investment Rating - Industry Rating: Recommended [4] Core Insights - The humanoid robot industry is accelerating towards mass production due to breakthroughs in AI technology and increasing domestic and international enterprise layouts. Domestic companies that achieve breakthroughs are expected to benefit significantly from the strong demand for domestic replacement of core components [1][13][14] - The domestic new energy vehicle (NEV) market is experiencing rapid growth, with July sales increasing by 27.4% year-on-year. The core driving force for this growth is the upgrade of terminal vehicle performance brought about by new technology evolution [2][17][18] - The photovoltaic glass market is seeing price increases, with a favorable supply-side structure and expectations for continued price rises. The demand for high-end PCB products is expected to drive the rapid growth of photolithography film products [3][24][26] Summary by Sections Humanoid Robots - The humanoid robot sector is poised for mass production, with significant orders received by domestic companies. The market for core components is expected to expand due to strong domestic replacement demand [1][13] - Key players in the industry are expected to benefit from the acceleration of the supply chain and the entry of major technology companies into the humanoid robot market [14][15] New Energy Vehicles - The NEV market is maintaining a high production and sales scale, with significant year-on-year growth. The introduction of new technologies is expected to enhance vehicle performance and drive sales [2][17] - The focus is on solid-state batteries and high-performance materials, which are anticipated to expand demand and improve profitability across the industry [18][19] New Energy - The photovoltaic sector is experiencing upward price adjustments, with a focus on the recovery of inventory and production capacity. The demand for high-end products is expected to drive growth in the photolithography film market [3][24] - Companies involved in the production of photovoltaic glass and silicon materials are expected to benefit from improved pricing and demand dynamics [24][26] Power Equipment & AIDC - The demand for liquid cooling solutions is expected to grow significantly due to the increasing capital expenditures of CSP manufacturers and the rising demand for GPU and ASIC technologies [8][14] - Companies with experience in overseas markets and partnerships with major manufacturers are likely to see increased market share in the liquid cooling segment [8][14]

Group 1 - Sunshine Power has signed a strategic cooperation agreement with SUNOTEC to provide a total of 2.4 GWh of battery energy storage systems (BESS) for multiple solar projects in Europe, focusing on Southeast European countries like Bulgaria [1] - The agreement includes the provision of the next-generation liquid-cooled storage system PowerTitan 2.0, with some projects adopting a "photovoltaic + storage" hybrid configuration, supported by SG350HX-20 string inverters and integrated medium-voltage turnkey systems [1] - Several projects are included in Bulgaria's RESTORE national support program, receiving special funding support to accelerate progress and establish industry benchmarks [1] Group 2 - Sunshine Power aims for a global energy storage shipment target of 40 to 50 GWh by 2025, with over 4 GWh of new overseas storage orders signed this year and domestic new orders exceeding 35 GWh [2] - Major domestic orders include 12 GWh from China National Nuclear Corporation and 16 GWh from China Power Construction Corporation, primarily from central state-owned enterprise framework procurement and commercial projects [2]

Group 1 - MSEDCL has issued a tender for the installation of a 2GW/4GWh Battery Energy Storage System (BESS) in Maharashtra, India [1] - The selected developers will be responsible for the construction, ownership, and operation of the battery storage facilities, which must support two hours of discharge duration and allow for two charge-discharge cycles per day [1][2] - The minimum bid size for the project is set at 100MW/200MWh, with land provided on a usage rights basis at an annual rent of 1 Indian Rupee per plot [1] Group 2 - Developers with valid Power Purchase Agreements (PPAs) for state projects and existing renewable energy developers are eligible to participate in the bidding [2] - The battery storage systems must be charged using a "DC to DC" method from nearby solar facilities, utilizing existing grid evacuation arrangements [2] - For battery storage systems not built near renewable energy projects, MSEDCL will provide AC input for charging [3]

Core Insights - Battery Energy Storage Systems (BESS) are reshaping the global energy landscape, with various regulations and standards presenting both market opportunities and risks [1][5]. Regulatory and Standards Overview - BESS can be categorized into cabinet-type and container-type systems, widely used in power systems, commercial storage, and residential storage [3]. - The international maritime transport of storage containers is governed by regulations such as the IMDG code, which classifies lithium-ion/sodium-ion battery storage systems as Class 9 hazardous goods, requiring compliance with UN 3536 [6][7]. - In China, the Ministry of Transport will implement industry standards for lithium battery transport safety by January 2025, which will include specific requirements for BESS [7]. - The CB certification system, established by the International Electrotechnical Commission (IEC), facilitates international trade by allowing a single product test to be recognized across multiple countries [8]. - The European Union has established a comprehensive regulatory framework for BESS under the European Green Deal, with strict technical requirements covering safety, performance, and installation [9][10]. - North America has seen rapid growth in the storage market, with the U.S. projected to add 12.3 GW of new storage capacity in 2024, necessitating compliance with rigorous safety and environmental standards [10][11]. - China's storage market is expected to reach 43.7 GW of new projects in 2024, with a focus on safety standards and regulatory compliance as the industry evolves [12]. - Australia aims for 82% renewable energy by 2030, with BESS playing a crucial role in stabilizing the grid and meeting compliance requirements for various renewable energy programs [14]. Compliance Recommendations - It is essential for manufacturers to communicate with certification bodies regarding product design and compliance requirements early in the development process to avoid design flaws [18]. - Key components of BESS must meet certification requirements, and manufacturers should include these in procurement agreements to ensure timely project progress [18].

Investment Rating - The report maintains a positive outlook on the energy storage sector, highlighting significant investment opportunities due to high demand and favorable policies in various regions [2]. Core Insights - The energy storage market is experiencing robust growth, driven by increasing demand in China, India, and Europe, with substantial project approvals and installations expected in the coming years [5][40]. - The report emphasizes the importance of government policies in facilitating the growth of energy storage systems, particularly in India and Europe, where mandatory storage requirements and subsidies are being implemented [27][64]. Demand Side - In May 2025, China's newly installed energy storage capacity reached 15.85 GWh, marking a year-on-year increase of 228% [14]. - India's energy storage market is projected to exceed 2 GWh in installations for the fiscal year 2025-26, supported by mandatory grid connection requirements [29][30]. - The report notes that the European market is also showing signs of recovery, with increased demand for residential storage systems [49]. Supply Side - As of May 2025, the average price for 2-hour and 4-hour energy storage systems in China was 0.550 and 0.478 CNY/Wh, respectively, indicating a month-on-month change of -6.6% and +7.5% [4]. - The report highlights that the average tender capacity for energy storage projects in China reached 597.3 MWh in June 2025, reflecting a significant increase of 122% month-on-month [26]. - In Germany, the energy storage market is characterized by a notable increase in large-scale storage installations, with 115 MWh added in June 2025, a year-on-year increase of 387% [52]. Regional Highlights - In India, the government is pushing for rapid deployment of energy storage systems, with a total of 36 projects amounting to 34.97 GWh tendered by June 2025 [29]. - The report indicates that the UK has approved new energy storage projects with a total capacity of 2.87 GW in May 2025, contributing to a planned capacity of over 17 GWh [65]. - In the Czech Republic, the total installed capacity of photovoltaic systems with storage exceeded 2 GWh by the end of 2024, with a significant portion of new installations coming from residential systems [72].

Demand Side - Domestic energy storage installations reached 6.32GW/15.85GWh in May 2025, showing a year-on-year growth of 193%/228%[9] - India is expected to have over 2GWh of energy storage installed by the end of 2025, with a target of 4GW/17GWh for the 2025-26 fiscal year[20] - Germany's energy storage installations in May 2025 were 317MWh, with a year-on-year increase of 64.19% for large-scale storage[44] Supply Side - In May 2025, domestic energy storage tendering reached 6.57GW/20.2GWh, with a month-on-month increase of 84%[13] - The average price for a 2-hour energy storage system in China was 0.550 CNY/Wh, reflecting a month-on-month decrease of 6.6%[2] - In Italy, energy storage installations in Q4 2024 reached 607MW/1.96GWh, with a year-on-year growth of 27%/105%[54] Market Outlook - The European energy storage market is expected to see collective high growth in 2025, driven by rising electricity prices and natural gas replenishment efforts[34] - The U.S. is projected to add approximately 14-16GW of energy storage capacity in 2025, supported by emerging markets[30] - In Poland, residential energy storage installations reached 258MW/672MWh in 2024, with over 46,000 households having installed storage batteries[67]

Group 1 - Huawei Digital Energy has partnered with SchneiTec to establish Cambodia's first energy storage station, featuring a 12MWh storage project that includes 2MWh for validating Huawei's intelligent string-type grid-connected energy storage technology [2][4] - The project boasts a time constant Tj range of 3-20 seconds, exceeding the standard requirement of 3-12 seconds, enabling faster support for grid stability [4] - The system effectively controls voltage fluctuations and maintains grid stability during short-term voltage drops and surges, operating stably across a voltage range of 5%-130% of the rated voltage [4] Group 2 - Sungrow Power Supply has launched a solar-storage integrated farm project in South Australia, collaborating with AGL Energy to power the Kerarbury almond farm in New South Wales [5][6] - The project features a total installed capacity of 5.99MW, expected to generate approximately 14,000MWh of clean electricity annually, with a renewable energy penetration rate projected to reach 83% [8] - Sungrow has signed a strategic cooperation agreement with Spanish company Zelestra to provide battery energy storage systems (BESS), with deliveries for the Aurora project in Chile scheduled to begin in Q4 2025, covering a liquid-cooled storage system with a capacity of approximately 1GWh [8]