宁德时代(CATL) 已与可再生能源开发商ACEnergy达成合作， 将在澳大利亚供应3GWh的储 能电池系统(BESS)。 这家中国制造商近日在领英(LinkedIn)上公布了此次新合作的范围：宁德时代将为ACEnergy 在澳大利亚开发的三个储能电池系统项目提供供应与集成服务。 这三个项目包括位于新南威尔士州的Yanco项目，以及位于维多利亚州(Joel Joel和Little River储能电池系统项目。 关注公众号，点击公众号主页右上角" ··· "，设置星标 "⭐" ，关注 鑫椤储能 资讯~ 宁德时代确认，将为这些项目 提供储能电池系统(BESS)、中压电站(MVPS)、逆变器、电站 控制器(PPC)、能源管理系统(EMS)以及数据采集与监控系统(SCADA)的设计、供应、测试、 调试与集成服务 ，以确保项目完全符合电网要求，并具备世界级的安全性与性能。 其中，Yanco储能电池系统项目的规模为250MW/1100MWh，占地面积约8公顷，选址于利 顿镇以南5公里处（利顿镇位于新南威尔士州首府悉尼以西约500公里）。 图片来源：宁德时代 鑫椤资讯成立于2010年，主要服务于炭素、锂电、电炉钢3大行业 ...

Core Viewpoint - FlexGen has acquired the majority of Powin's business, including all intellectual property, spare parts inventory, and access to Powin's on-site projects, following Powin's Chapter 11 bankruptcy filing [2][4]. Group 1: Acquisition Details - The acquisition was completed through an auction at the end of July, with FlexGen designated as the "stalking horse bidder" offering $27.5 million for debtor-held assets [4][5]. - FlexGen's energy management system (EMS) and control software, HybridOS, will be made available to Powin's customers [4]. - Other bidders included Mainfreight, which proposed to purchase $3 million in secured notes, and Hitachi Energy, which sought to acquire the remaining 20% stake in EKS Energy, a converter manufacturer in Spain [5][6]. Group 2: Powin's Financial Situation - Powin had previously reported potential layoffs and operational shutdowns within two months before filing for Chapter 11 bankruptcy protection [4]. - The company faced financial difficulties exacerbated by industry headwinds affecting its U.S. operations, including ongoing U.S. import tariff negotiations [4]. Group 3: Industry Context - Powin was a pioneer in the battery energy storage system industry, deploying the first projects in the mid-2010s as a developer and system integrator [4]. - The company had exited the development business and was among the first to procure lithium-ion cells and package them into complete turnkey systems [4]. Group 4: Future Events - The 10th Western Energy Storage Forum is scheduled to be held in Hohhot, Inner Mongolia, on August 19-20, 2025, alongside various related events [6].

Core Viewpoint - The recent commissioning of two commercial energy storage projects highlights the growing investment and economic viability of energy storage solutions in China, showcasing significant cost savings and returns on investment for businesses involved in these projects [1][6][7]. Group 1:量道储能 Project - The "Kaiping Keliang Weaving Storage" project, located in Jiangmen, Guangdong, has a capacity of 1.05MW / 2.329MWh and utilizes a liquid cooling series integrated machine provided by量道储能 [2][4]. - The project consists of ten 105kW / 232.9kWh liquid cooling units, which are compact and allow for flexible expansion through parallel connections [5]. - Over a 15-year operational period, the project is expected to save approximately 493,000 yuan annually in electricity costs, with a payback period of four years and an internal rate of return (IRR) of about 25% [6]. Group 2:远大玻纤 Project - The 500KW/1165KWh energy storage project by远大玻纤, with a total investment of 1.114 million yuan, has been successfully commissioned [7]. - This project, located in Xuzhou, consists of five high-performance outdoor energy storage units, each with a capacity of 100KW/233KWh, utilizing advanced lithium iron phosphate batteries and efficient liquid cooling technology [8]. - The project operates under a unified intelligent energy management system (EMS) that employs various charging and discharging strategies, ensuring rapid response capabilities [10]. Future collaboration with Xuzhou Virtual Power Plant Technology Co., Ltd. aims to enhance resource management and support regional green development [10].

Group 1: Company Overview and Business Development - The company achieved steady growth in 2024 driven by industrial digitalization and the dual engines of new energy and energy storage [1][2] - The market share in the photovoltaic EPC business has increased due to competitive pricing and localized service capabilities [2] - The company has invested in R&D focusing on smart microgrids and integrated energy storage technologies [2] Group 2: Energy Storage Sector - The company has established a complete industrial chain in the energy storage sector, covering core equipment, system integration, and energy management [2][3] - The installed capacity of energy storage systems has exceeded 6.5 GWh, serving major state-owned enterprises [3][4] - Future strategies include enhancing the efficiency of sodium-ion battery technology and expanding the product matrix across various application scenarios [8][9] Group 3: Artificial Intelligence Integration - The development of AI has enabled the company to transition from a traditional equipment supplier to an "AI + New Energy" comprehensive service provider [5][6] - AI applications include battery safety operation diagnostics and intelligent scheduling for charging systems, improving efficiency and safety [5][6] - The company is implementing an intelligent identity management system to enhance data security and operational efficiency [6] Group 4: Future Strategic Planning - The new energy and energy storage segment currently accounts for nearly half of the company's total business and is positioned for significant growth [7][8] - The company plans to adopt a customized pre-purchase model for photovoltaic EPC business to mitigate operational risks [7][9] - The charging pile business strategy focuses on global expansion and collaboration with major energy companies to enhance service offerings [10][11] Group 5: Compliance and Market Image - The company is preparing to apply for the removal of risk warnings after meeting regulatory requirements by December 31, 2025 [12][13] - Ongoing communication with investors aims to maintain transparency and restore confidence in the company's market image [14]