高压级联构网型储能系统再获新订单。 ▋ 智光电气：又签1.52亿高压级联构网储能订单 11月26日，智光电气公告称，孙公司内蒙古智光储能科技有限公司与内蒙古创源科右新能源有限公司签订 1.52亿元 的买卖合同，创源科右向内蒙古智光采 购高压级联构网型储能系统。 智光电气在公告中表示，合同涉及的业务为公司主营业务，若该合同顺利履行，预计将对公司本年度以及未来年度的财务状况以及经营业绩产生积极影响。 强劲的市场表现，根植于坚实的技术壁垒与持续的产品创新。级联型高压储能技术门槛较高，其核心难点在于储能变流器及电池系统的均衡管理与绝缘处理 等，要求企业具备长期的高压、大功率电力电子技术积淀与实际的产品运行经验。 智光电气正是这一领域的长期耕耘者，自2013年便推出级联型高压PCS产品并投入应用，深厚的技术积淀使其始终处于行业前沿。2025年，智光储能与海 辰储能联合发布 发布基于∞Cell 587Ah 大容量电池的第三代级联型高压大容量储能系统，成为全球首个实现从技术发布到闭环应用的大容量储能电池案 例。 该 级联型高压大容量储能系统 单机容量达100MW/200MWh，系统转换效率超92%， 可直接高压接入6~35 ...

Core Insights - The 2025 World Energy Storage Conference opened in Ningde, focusing on the theme "New Era of Energy Storage, Zero Carbon to Future," highlighting China's position as the largest energy storage market globally [1] Group 1: Industry Development - The energy storage industry is becoming a core engine for building a new power system under the "dual carbon" strategy, with significant challenges such as the intermittency of renewable energy sources like wind and solar [2] - China's new energy storage development policies have established a foundational framework, leading to steady industry growth and diverse technological routes [3] Group 2: Company Performance - Companies in the energy storage sector are reporting strong financial performance, with EVE Energy's energy storage battery business achieving revenue of 10.298 billion yuan, a year-on-year increase of 32.47%, and Sungrow's energy storage system business reaching 17.803 billion yuan, up 127.78% year-on-year [4] - Kelu Electronics, a subsidiary of Midea Group, has developed a comprehensive self-research and production capability for core components of energy storage systems, launching the Aqua-C3.0 Pro liquid-cooled energy storage system with enhanced efficiency and reduced total cost of ownership [4] Group 3: Technological Innovation - Zhiguang Electric advocates for cascade-type high-voltage energy storage technology, which has a higher voltage level and requires long-term experience in high-voltage power electronics [5] - Tongli Risheng has established a complete technical system from cell-level optimization to system integration, with core technologies including immersion liquid cooling and AI-based energy management systems [6] Group 4: Market Outlook - Investment institutions are optimistic about opportunities in the energy storage sector, citing clearer business models and unexpected demand in emerging markets as key drivers for battery demand expansion [8] - Analysts suggest that the energy storage industry is entering a new growth phase, supported by stable domestic demand, overseas market growth, and expanding application scenarios [8]

Core Insights - The 2025 World Energy Storage Conference emphasizes the importance of energy storage in the context of China's dual carbon strategy, highlighting the country's position as the largest energy storage market globally [1][2] Industry Development - The energy storage industry is becoming a core engine for constructing a new power system, driven by the need to address the intermittency of renewable energy sources like wind and solar [1][2] - China's installed capacity for photovoltaic and wind power has surpassed that of coal power, but issues like curtailment of wind and solar energy remain significant challenges [1] - The development of new energy storage technologies is crucial for ensuring the safe operation of the new power system, requiring various storage technologies for different durations [1] Technological Innovation - Companies are focusing on technological innovation to capture market opportunities, with significant revenue growth reported in the energy storage sector [3] - For instance, EVE Energy's energy storage battery business achieved a revenue of 10.298 billion yuan, a year-on-year increase of 32.47%, while Sungrow's energy storage system business reported 17.803 billion yuan, a 127.78% increase [3] - Midea Group's subsidiary, Kelu Electronics, has developed a comprehensive self-research capability in energy storage system control core units, enhancing its service capabilities [3] Market Outlook - Investment institutions are optimistic about the energy storage sector, noting the clarity of domestic business models and the unexpected demand in emerging markets [7] - Analysts suggest that the combination of improved fundamentals, new technological catalysts, and relatively reasonable valuations indicates a long-term investment value in the lithium battery sector, particularly in energy storage and solid-state batteries [7] - The overall trend for the energy storage industry is positive, with expectations for stable growth in global energy storage installations driven by resilient domestic demand and expanding overseas markets [7]

Core Insights - The 2025 World Energy Storage Conference in Ningde emphasizes the importance of energy storage in achieving a zero-carbon future, highlighting China's position as the largest energy storage market globally [1][2] Industry Development - The energy storage industry is becoming a core engine for building a new power system under the "dual carbon" strategy, with significant growth in renewable energy capacity, particularly solar and wind [1][2] - Experts stress the need for diverse energy storage technologies to address challenges such as the volatility of renewable energy sources and to ensure system stability [1] Technological Innovation - Companies are focusing on technological innovation to capture market opportunities, with significant R&D investments reported, such as Ningde Times' over 80 billion yuan since 2014 [2] - Various companies are developing advanced energy storage systems, such as Midea Group's self-developed storage systems and Zhiguang Electric's high-voltage storage technology, which are positioned as industry leaders [3][4] Market Performance - Recent financial reports from listed companies indicate a robust growth trend in the energy storage sector, with companies like Yiwei Lithium achieving a 32.47% revenue increase and Sungrow Power achieving a 127.78% increase in their energy storage system business [2] Strategic Collaborations - Companies are forming strategic partnerships to enhance their technological capabilities and market reach, such as Tongli Risheng's collaboration with Shell China on liquid cooling technology [5] Investment Outlook - Investment institutions are optimistic about the energy storage sector, citing clearer business models and unexpected demand in emerging markets as key drivers for growth [6][7] - Analysts suggest that the energy storage industry is entering a new growth phase, with stable domestic demand and expanding overseas markets [7]