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卡姆丹克太阳能(00712)发布中期业绩,股东应占亏损2280万元 同比减少9.7%
智通财经网· 2025-08-29 12:40
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]
15.85GWh,储能新增装机同比增长228%!5月新型储能项目分析
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]
又一超100MWh项目投运!此地工商业储能近1.5GWh
行家说储能· 2025-05-26 11:50
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].
19.7亿!河南济源车网互动重卡充电站项目中标公布,含600MWh全钒液流储能系统
中关村储能产业技术联盟· 2025-04-01 09:59
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].
全国超1GW/2.7GWh项目集中爆发!西南最大钒电池/构网型锂钠混合/独立储能
中关村储能产业技术联盟· 2025-04-01 09:59
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]