文 | 中关村储能产业技术联盟 中关村储能产业技术联盟始终以规范、及时、全面的信息收录标准，持续追踪储能招 中标项目动态，依托长期积累的扎实数据与深度专业研判，联盟定期输出储能招中标 市场的客观分析文章，为产业同仁提供市场决策参考。 1月中标市场速览： 2 0 26年1月，中关村储能产业技术联盟基于各大招采平台发布的公开信息，追踪到储能中 标标段1 8 6条（同比- 25.3%，环比- 4 6 . 2%），项目涵盖总承包EPC、储能系统、储能电 芯 、 电 池 Pa c k 、 PCS 、 EMS 、 BMS 等 全 链 条 环 节 。 其 中 ， 储 能 系 统 标 段 共 65 条 ， 同 比- 58.3%，环比- 2 5 . 3%。 01 中标规模（含集采/框采）： 储能系统中标能量规模持续反弹回升，EPC高景气延续 储能系统中标规模1.6GW/ 1 3 . 9GWh， 同比- 51.2%/- 5 9 . 4%，环比- 44.7%/+13.7%。与2 0 2 5年12月相比，2 0 2 6年1月储能系统中标能量规模持续反弹回升，中标能量总规模上涨1 3 . 7%。 1月储能系统中标能量规模的反弹主要由央 ...

Core Insights - The successful operation of the energy storage station at Dongguan Guanjie Metal Surface Treatment Co., Ltd. marks a significant achievement for China Gas Holdings Limited in the automotive supply chain energy storage market [1][3] - The energy storage system utilizes lithium iron phosphate technology to provide customized energy solutions, addressing high electricity costs and unstable power supply issues for the company [1][2] Company Overview - Guanjie Metal was established in 1994 and completed the construction of a new factory in 2020, being one of the first electroplating companies to complete the renovation in Shatian Environmental Protection City [1] - The company specializes in producing various electroplating products, serving a wide range of downstream clients including automotive manufacturing, electronics, optical module communication, and high-end brand hardware [1] Energy Storage Solution - China Gas designed a precise energy storage solution tailored to Guanjie Metal's electricity usage characteristics, charging during off-peak hours and discharging during peak hours to stabilize electricity load and reduce cost pressure [2] - The project is expected to save the company a significant amount in electricity costs annually and reduce carbon emissions by approximately 120 tons, while enhancing the company's ability to respond to sudden grid issues [2] Industry Context - The electroplating industry has high demands for power stability and significant electricity consumption, making electricity costs a critical concern for these companies [2] - China Gas's expertise and experience in energy storage projects allowed for the successful design, construction, and operation of the energy storage system, providing a competitive edge for Guanjie Metal in the market [2][3] Future Outlook - China Gas aims to continue focusing on the commercial energy storage sector, enhancing its technical capabilities and service levels to provide customized energy storage solutions for more manufacturing enterprises, supporting the green and low-carbon development of the real economy [3]

文 | 中关村储能产业技术联盟 1月22日， CNESA DataLink 2025年度储能数据发布暨储能国际峰会暨展览会2026新闻 发布会 在北京举行。产业链企业以及关注储能行业的权威媒体欢聚一堂，共同回望过 去，展望未来。 中关村储能产业技术联盟理事长、 中国科学院工程热物理研究所所长/研究员 陈海生 会议期间， 中关村储能产业技术联盟理事长、中国科学院工程热物理研究所所长/研究员 陈海生 代表联盟，对2025年新型储能产业发展情况进行了全面总结，并展望了2026年发 展趋势。 中关村储能产业技术联盟秘书长，刘为 图2：中国新型储能累计装机规模（单位：GW） 数据来源：CNESA DataLink全球储能数据库 中关村储能产业技术联盟秘书长刘为 汇报了第十四届储能国际峰会暨展览会ESIE 2026的 筹备情况。 本届ESIE将实现全面价值升级，核心是打造一个真正的"储能生态展"，不止 于汇聚流量，更致力于创造产业价值——通过精准资源匹配、深度内容服务和长效生态链 接，构建一个赋能储能企业全生命周期增长的平台。 同时站在十五五独立储能市场化转型关键节点，面对区域市场政策差异加剧，产业决策挑 战加大。 联盟 ...

Group 1: Project Initiatives - The company, Junzheng Group, has initiated three new projects as of November 2025, focusing on energy and environmental improvements [1][3][5] - The first project is a photovoltaic energy storage project with a total investment of 197.815 million yuan, aiming for a capacity of 150MW/300MWh [1] - The second project involves ultra-low emission transformation at the coal coking subsidiary, with an investment of 14.7548 million yuan, focusing on comprehensive environmental monitoring and dust suppression [3][4] - The third project is a VOCs recovery and utilization technology transformation for the methanol unit, with a total investment of 5.15 million yuan, aimed at improving VOCs collection efficiency [5] Group 2: Company Overview - Ordos Junzheng Energy Chemical Co., Ltd., a subsidiary of Junzheng Group, was established in March 2010 with a registered capital of 4.22 billion yuan, primarily engaged in chlor-alkali chemicals and new energy [2] - The parent company, Junzheng Group, reported a revenue of 25.211 billion yuan in 2024 and has total assets of 42.8 billion yuan, owning the fifth-largest chemical shipping fleet globally and the largest container logistics network in Asia [2]

Core Insights - Kamda Solar (00712) reported a revenue of 148 million, representing a year-on-year increase of 71% [1] - The loss attributable to shareholders was 22.8 million, a decrease of 9.7% compared to the previous year [1] - The loss per share was 2.15 cents [1] Revenue Breakdown - Revenue from solar and energy storage increased from approximately 12.4 million in 2024 to about 98.8 million, marking a significant rise of 695.5% [1] - This growth was primarily driven by the successful acquisition of new EPC projects by the company's subsidiary [1] - The logistics service revenue decreased from approximately 74.3 million in 2024 to about 49.5 million, a decline of 33.4% [1] - The decline in logistics revenue was mainly due to the termination of contracts by two clients in the first half of 2025 [1]

Core Insights - The new energy storage projects in China saw a significant increase in installed capacity in May 2025, with a total of 6.32 GW and 15.85 GWh added, representing year-on-year growth of +193% and +228% respectively [1][2] - The growth in energy storage is primarily driven by front-of-the-meter storage, which accounted for 6.17 GW and 15.38 GWh, showing year-on-year increases of +213% and +248% [1] - User-side storage experienced a decline in installed capacity, with 150 MW and 473 MWh added, reflecting a year-on-year decrease of -19% [1] Regional Distribution - A total of 26 provinces in China added new energy storage projects, with 11 provinces exceeding 100 MW in new installations [3] - Yunnan province led the country with nearly 2.5 GW of new shared storage projects, followed by Qinghai, Xinjiang, Inner Mongolia, and Shandong, each with over 500 MW of new installations [3] Application Distribution - Grid-side independent storage dominated the market with a year-on-year growth rate exceeding 200%, contributing 4.95 GW and 11.61 GWh in new installations [6] - Power-side storage added 1.22 GW and 3.77 GWh, with 98% of new installations being renewable energy-related [6] - User-side storage primarily focused on commercial applications, with data centers accounting for over 40% of the user-side installations [7] Technological Distribution - Lithium-ion batteries remain the dominant technology, accounting for 96% of the new installed capacity [10] - There is an acceleration in the application of hybrid storage technologies, including combinations of lithium iron phosphate with various other technologies [10] Market Expectations - The energy storage market is expected to see continued growth in the second quarter of 2025, driven by the "531" policy and local government incentives [12] - However, uncertainties regarding the participation of new energy storage in the electricity market may impact future installations [13] - The competitive landscape remains intense, with a decline in prices for energy storage systems and EPC services observed [14]

Core Viewpoint - The article discusses the recent developments in the commercial energy storage sector in Anhui, highlighting significant projects and collaborations aimed at enhancing energy storage capabilities and integrating renewable energy solutions [2][5]. Group 1: Project Developments - A 37.5MW/100.5MWh energy storage station has been successfully connected to the grid in He County, Anhui, marking it as the largest user-side energy storage project in the region [3][5]. - The total investment for the He County project is 115 million yuan, and it employs a lithium iron phosphate storage system [5]. - As of now, there are 23 publicly announced user-side energy storage projects in Anhui since 2025, with a total capacity of 484.874MW/1451.319MWh [6][8]. Group 2: Project Distribution and Collaboration - The projects are primarily located in cities such as Hefei, Anqing, and Wuhu, with Hefei accounting for 32% of the total projects [6]. - The collaboration between Tianneng and Honghua Smart Energy aims to deepen strategic partnerships focusing on multi-scenario applications and virtual power plant construction [5]. - The largest tender project announced is a 300MW/600MWh user-side energy storage project in Woyang County [8]. Group 3: Future Prospects - The article indicates a growing trend in the energy storage market, with various companies like China Power Construction and Sunshine Power involved in the development of these projects [6][11]. - The integration of energy storage with renewable energy sources is emphasized as a key strategy for future energy solutions [5][6].

Core Viewpoint - The article discusses the successful bid for the construction of the Ji Yuan Yu Cong Heavy Truck Charging Station project, highlighting the project's scale, investment, and key components [2][3][4]. Project Overview - The project is named Ji Yuan Yu Cong Heavy Truck Charging Station and has a total investment of 1.97 billion yuan [3][4]. - The construction site covers an area of 112,519.13 square meters [4]. - The project includes the installation of 150 units of 400KW V2G bidirectional charging piles and 20 units of 600KW liquid-cooled super-fast charging piles [4]. Technical Specifications - The project will also feature a 110kV substation and 110kV outgoing lines [4]. - It includes a 100MW/200MWh lithium iron phosphate energy storage system and a 100MW/600MWh vanadium flow energy storage system [4]. Contract and Quality Standards - The winning bid was awarded to China Energy Construction Group Co., Ltd. and its consortium partners, with a bid rate of 98.5% [2][3][8]. - The project has a planned construction period of 24 months [4][11]. - Quality standards for design, construction, and equipment must meet national and local regulations [8][9][10]. Evaluation and Announcement - The evaluation of bids took place on March 20, 2025, in Zhengzhou, Henan Province [5]. - The announcement of the winning bid was made on March 31, 2025, with no objections received during the public notice period [7][8]. Additional Information - The project is part of a broader initiative to enhance energy storage and charging infrastructure in the region, aligning with national energy policies [2][4].

Group 1 - The largest vanadium battery energy storage project in Southwest China, with a capacity of 100MW/400MWh, has officially commenced construction in Leshan, Sichuan, with a total investment of 1.4 billion yuan [2] - A 40MWh energy storage project in Hefei, Anhui, has been successfully connected to the grid, featuring a total installed capacity of 14.4MW and utilizing a "self-use and surplus electricity online" model for efficient clean energy utilization [3] - The only national new energy storage pilot demonstration project in Yunnan, with a capacity of 200MW/400MWh, has officially been connected to the grid, representing a total investment of 460 million yuan [4] Group 2 - A centralized shared energy storage project in Chuxiong, Yunnan, with a capacity of 300MW/600MWh, has begun construction, with an estimated total investment of 589 million yuan [5] - The independent energy storage project in Luntai, Xinjiang, with a capacity of 100MW/400MWh, has officially started construction, with an expected completion date in December this year and a total investment of approximately 532 million yuan [6] - A new energy storage project in Changsha, Hunan, with a capacity of 9.5MW/18.39MWh, has officially commenced construction, utilizing lithium iron phosphate battery systems [7] Group 3 - The Hebei Weixian Guangming energy storage power station, with a capacity of 100MW/400MWh, has successfully connected to the grid, with a total investment of 650 million yuan [8] - A new electrochemical energy storage project in Wuding County, Yunnan, with a capacity of 200MW/400MWh, has been signed for investment and development, with a total investment of 1.03 billion yuan [10]