文 | 沃太能源 近日，沃太能源股份有限公司（以下简称"沃太能源"）与捷克工程总承包商（EPC）Eltodo a.s.正式签署合作协议。双方将为捷克Chvaletice 与Kladno两地项目，部署总计 320MWh的电池储能系统 。 该项目建成后，将成为 捷克国内规模最大的独立储能项目 ，不仅有助于构建捷克绿色新型电力系统，也将为区域能源转型进程注入强劲动力。 根据协议，沃太能源将为该项目 提供储能设备及其全生命周期服务 。为此，公司技术团队基于项目实际需求， 量身定制专属解决方案，计划 为Chvaletice项目 部署46套 Aster 5000液冷储能系统 ，同时为Kladno项目部署18套同型号系统。 项目投运后，电池储能系统（BESS）将深度参与电网频率调节及关键电网辅助服务，有效平抑风电、光伏发电波动。这将进一步强化电网对高比例可再 生能源的消纳能力，以提升电网运行的稳定性和灵活性，实现更高的经济价值和社会价值。 沃太能源已确认参展第十四届储能国际峰会暨展览会ESIE 2026，诚邀您共赴ESIE 2026全球储能产业盛会。 中国储能产业发展的风向标 第十四届储能国际峰会暨展览会 ESIE 202 ...

连续斩单路上，LG新能源迎来首个巨额订单终止！ 近日，据LG新能源披露，公司 已收到福特方通知， 终止2024年双方签署的9.6万亿韩元（ 约合458.41亿元人民币 ）电池供应订单。 相关文件显示，LG新能源收到 合同终止通知，主要由于 福特方近期市场变动和电动汽车需求预测变化而停止生产某些电动汽车（EV）车 型。 以2025年业绩来算， LG新能源今年前三季度总营收大约为17.6 万亿韩元，本次 被取消的订单价值约占1-9月总营收的54.5%；以2024年 25.6万亿韩元营收计算，被取消的订单价值约占去年全年总营收的三成。 福特与 LG新能源等 韩系电池企业合作已久，本次取消的 合作于2024年10月正式达成。 回溯来看，2024年10月， LG新能源与福特签署了两份动力电池电池供应合同， 订单量总计达109GWh。 其中 一份合同订单量为75GWh，供应期限自2027年持续至2032年；另一份合同的订单量为34GWh，供应期限自2026-2030年结束。 对此 LG新能源表示， 此次取消的订单批次原计划于2027年后开始供应。后续 会进行相应合同的调整， 未来与福特仍将保持合作关系。 01 75GWh ...

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]

（文章来源：证券日报） 证券日报网讯 12月8日晚间，能辉科技发布公告称，公司基于海外储能业务的战略布局，公司于近日与 海外合作方欧洲某公司（以下简称"X公司"）签署了350MWh储能框架合同及第一批销售合同，双方约 定350MWh合作目标，公司在2026年度向X公司销售包含电池储能系统（BESS）的相关产品。 ...

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]

能辉科技表示，本次签署框架合同，是公司长期探索并深耕海外市场、开展市场调研的基础上所达成的 合作，对于未来海外储能业务的拓展具有重要意义，有利于提升公司储能业务在海外市场的竞争力和加 速订单的转化，符合公司的战略发展方向，符合公司及股东的长远利益。 北京商报讯（记者 马换换 李佳雪）12月8日，能辉科技（301046）披露公告称，基于海外储能业务的战 略布局，公司于近日与海外合作方欧洲某公司（以下简称"X公司"）签署了350MWh储能框架合同及第 一批销售合同，双方约定350MWh合作目标，公司在2026年度向X公司销售包含电池储能系统（BESS） 的相关产品。 公告显示，买卖双方约定了350MWh的总体合作目标，能辉科技向买方提供包含电池储能系统 （BESS）产品及相关设计、开发、建设、调试、运营及维护。在合作目标下，双方将根据签署的单个 合同交付。双方同意每个项目预付款至少20%并在签署单个合同时支付，其余款项支付在单个合同中进 一步约定。每批交付的产品数量、单价、交付日期等，在单个合同中约定。合同自双方签字盖章之日起 生效，有效期至2026年12月31日。此外，公司已收到第一批合同预付款。 ...

格隆汇12月8日丨能辉科技(301046.SZ)公布，公司基于海外储能业务的战略布局，公司于近日与海外合 作方欧洲某公司（简称"X公司"）签署了350MWh储能框架合同及第一批销售合同，双方约定350MWh 合作目标，公司在2026年度向X公司销售包含电池储能系统（BESS）的相关产品。 公司深耕新能源领域，坚持"绿色事业、定能辉煌"的发展信念，在光伏行业"内卷化"竞争的挑战下，公 司实施"反内卷"策略，管理层通过组织变革和精细化管理提升管理效率，并积极拓展新兴业务储能业务 板块。近年来，公司不断升级储能技术和产品，研发了一体化液冷储能系统机柜NE233L、NE261L和 N20HC5000等系列储能产品，并重点布局海外大型储能与工商业储能和光储微网，通过发展当地代理 商、搭建自主销售渠道等方式逐步完善国际化网络。 ...

能辉科技公告，公司近日与海外合作方欧洲某公司签署了350MWh储能框架合同及第一批销售合同，双 方约定350MWh合作目标，公司在2026年度向X公司销售包含电池储能系统（BESS）的相关产品。 ...

Core Insights - Europe is at the forefront of global energy transition, aiming to reduce greenhouse gas emissions by 55% by 2030 and achieve net-zero emissions by 2050, heavily relying on the integration of variable renewable energy sources like wind and solar [3][7] - The traditional centralized grid is inadequate for this new model, making smart grids essential as a digital backbone for green energy infrastructure [3][4] Digital Solutions: How Smart Grids Work - Smart grids utilize advanced digital technologies, sensors, and intelligent software to manage electricity production, transmission, distribution, and consumption in real-time, enabling bidirectional flow of electricity and data [4] - Real-time visibility allows operators to balance supply and demand more accurately, adjusting output to address fluctuations caused by renewable energy intermittency [4][6] - Automation is a key feature, enabling self-detection of faults and re-routing of electricity with minimal human intervention, enhancing grid resilience and reducing outage times [4][6] Key Mechanisms for Balancing Supply and Demand - Demand response (DR) programs allow consumers and businesses to actively manage their energy use during peak times or when renewable generation is low, contributing to grid stability [6] - Energy storage systems, including battery energy storage systems (BESS) and vehicle-to-grid (V2G) technologies, play a crucial role in storing excess energy during high production periods and releasing it during shortages [6] - Digital twin technology and predictive analytics are transforming grid management by simulating scenarios and forecasting user demand, optimizing resource allocation for a stable energy ecosystem [6] Policy Focus and Investment - Europe prioritizes smart grid development as a key policy initiative, with significant funding from the Connecting Europe Facility (CEF) energy program to enhance grid infrastructure and flexibility [7] - The European Investment Bank (EIB) has increased support for energy grids and related supply chains, emphasizing the modernization of grid infrastructure to meet climate goals and ensure energy independence [7] - Smart grids are positioned as a critical driver to transform the challenges of renewable energy variability into opportunities for a more flexible, resilient, and sustainable energy future [7]

Core Insights - The article highlights the strategic partnership between Envision Energy and GES to advance battery energy storage systems (BESS) and wind turbine installations in Spain and Europe [2][3] Group 1: Strategic Partnership - Envision Energy has signed a strategic framework agreement with GES to collaborate on the entire value chain of energy storage systems and wind farm projects [2][6] - This partnership marks a significant milestone in Envision Energy's European strategy, emphasizing its commitment to building a localized engineering and service ecosystem in Spain [3] Group 2: Market Growth and Projections - The European energy storage market is experiencing rapid growth, with a milestone of 100GW of installed capacity expected to be reached this month, covering the EU, UK, Norway, and Switzerland [7][10] - By 2030, the total energy storage capacity in Europe is projected to exceed 215GW, representing a 115% increase from current levels, with battery storage alone expected to surpass 160GW [10][11] - The cumulative installed capacity of energy storage in Europe is estimated to reach 567GWh by 2030, with a compound annual growth rate of approximately 40% from 2024 to 2030, corresponding to a market potential of 170 billion [11]