Core Viewpoint - The performance forecasts for 2025 from eight listed companies in the energy storage sector show a clear divergence, with four companies expecting losses while four anticipate profits or significant profit growth. Despite overall performance pressure, advancements in energy storage business are highlighted as a common positive aspect among these companies [2][4]. Group 1: Companies Expecting Losses - Trina Solar expects a net loss of 6.5 billion to 7.5 billion yuan, an increase from a loss of 3.443 billion yuan in the same period last year, primarily due to rising costs of key raw materials [5][6]. - Longi Green Energy forecasts a net loss of 6 billion to 6.5 billion yuan, a decrease from a loss of 8.592 billion yuan last year, citing a challenging operating environment in the photovoltaic industry [9]. - JinkoSolar anticipates a net loss of 5.9 billion to 6.9 billion yuan, shifting from a profit of 98.9276 million yuan last year, due to intensified price fluctuations and trade protection policies [10]. - JA Solar predicts a net loss of 4.5 billion to 4.8 billion yuan, slightly widening from a loss of 4.656 billion yuan last year, impacted by increased competition and declining sales prices [12]. Group 2: Companies Expecting Profits - Kstar Science expects a net profit of 600 million to 660 million yuan, a year-on-year increase of 52.21% to 67.43%, driven by a recovery in the European energy storage market [14]. - Penghui Energy forecasts a net profit of 170 million to 230 million yuan, recovering from a loss of 252 million yuan last year, attributed to increased sales orders and revenue growth [16]. - Hekang New Energy anticipates a net profit of 50 million to 75 million yuan, a significant increase of 385.62% to 628.43% compared to last year, focusing on green energy solutions and expanding its household energy storage business [18]. - Tongfei Co. expects a net profit of 240 million to 268 million yuan, a growth of 56.43% to 74.68% year-on-year, with significant contributions from its energy storage temperature control business [19][20].

Group 1: Strategic Partnerships - Recent announcements from domestic energy storage companies indicate a total cooperation scale exceeding 80GWh [1] - EVE Energy signed a strategic cooperation framework agreement with Shanghai Shinyi Luoxi Energy Technology Co., Ltd., establishing a three-year plan for 20GWh of energy storage batteries [1][3] - The partnership aims to enhance supply chain collaboration, product iteration, project development, and electricity trading, creating a comprehensive ecosystem from R&D to operational management [3] Group 2: Technological Advancements - EVE Energy's 628Ah energy storage battery is one of the few products in the industry to achieve mass production, designed to reduce lifecycle operation and maintenance costs by 30% [3] - Jinko Energy announced a framework cooperation agreement with Shaanxi Yihe Green Energy Co., Ltd., targeting a cooperation scale of 3GWh over the next two years [6] - Yihe Green Energy employs a hybrid storage technology route combining all-vanadium flow batteries and lithium iron phosphate batteries to leverage their respective advantages [8] Group 3: Market Growth Projections - According to a forecast by Gaogong Industry Research Institute, China's total lithium battery shipments are expected to grow nearly 30% year-on-year to over 2.3TWh by 2026, with energy storage lithium battery shipments surpassing 850GWh and growth expected to exceed 35% [8]

Group 1 - Jinko Energy and Shaanxi Yihe Green Energy have signed a framework cooperation agreement to develop energy storage projects with a target scale of 3GWh over the next two years [2] - Jinko Storage will provide its next-generation Blue Whale SunTera G3 6.25MWh battery storage system, which features a 95% system cycle efficiency and a lifespan of up to 10,000 cycles, ensuring long-term economic viability [4] - The system incorporates intelligent liquid cooling technology and non-uniform flow channel design, achieving precise temperature control with a temperature difference of ≤2°C between cells, enhancing operational safety and lifespan [4] Group 2 - Jinko Storage will participate in the 14th International Energy Storage Summit and Exhibition (ESIE 2026) scheduled for March 31 to April 3, 2026, in Beijing [5][6] - The event is positioned as a barometer for the development of the energy storage industry in China [5]

Core Viewpoint - Jinko Energy has signed a framework cooperation agreement with Shaanxi Yihe Green Energy, aiming for a collaboration scale of 3GWh over the next two years in energy storage project development, equipment procurement, and technical collaboration [1] Group 1: Partnership Details - The cooperation will involve Jinko Energy providing its next-generation Blue Whale SunTera G3 6.25MWh battery energy storage system, which boasts a system cycle efficiency of 95% and a cycle life of up to 10,000 times [1] - Yihe Green Energy has developed a total of 1.28GW/5.12GWh of energy storage projects nationwide, utilizing a hybrid energy storage technology route of all-vanadium flow batteries and lithium iron phosphate batteries [1] Group 2: Strategic Goals - The collaboration aims to integrate the advantages of both parties in project development, product technology, and resource channels to jointly promote the implementation of energy storage projects across the country [1]

Core Viewpoint - The article highlights the rapid deployment and delivery of large-scale energy storage systems, particularly the 6.25MWh 4h energy storage system developed by Hai Chen Energy, marking a significant milestone in the European market [2][6]. Group 1: Product Launch and Delivery - Hai Chen Energy has shipped its first batch of 12 units of the world's first 6.25MWh 4h energy storage system to Europe, with delivery expected to reach Germany in approximately 28 days [3][6]. - The 6.25MWh storage system is designed for high energy efficiency, safety, rapid deployment, and intelligent operation, making it suitable for renewable energy integration and power system frequency regulation [5][6]. Group 2: Industry Trends - The industry is witnessing a surge in the production and delivery of 6MWh+ energy storage systems, with several companies, including Kelu Electronics and Cai Ri Energy, announcing their own large-capacity systems [8][9]. - Kelu Electronics has launched a new generation Aqua C3.0 storage system with a capacity of 6.25MWh, expected to achieve large-scale delivery capabilities by the end of 2025 [8]. - Cai Ri Energy has announced its capability for mass production and delivery of a 6.25MWh containerized storage system based on a 587Ah battery cell, with project deliveries expected to begin in Q4 2025 [8]. Group 3: Strategic Partnerships and Orders - Hai Chen Energy has secured substantial orders in Europe, including a 2GWh supply agreement with Solarpro and a 3GWh project collaboration with BOS Power [10]. - The company has previously announced significant orders totaling 5GWh in Europe, indicating strong demand for its energy storage solutions [6][10].

Core Viewpoint - The collaboration between Jinko Energy and EVE Energy marks a significant step in the energy storage industry, with the launch of a dedicated battery cell factory that will produce 5GWh/year of energy storage cells, enhancing the vertical integration of the supply chain [2][12]. Group 1: Jinko Energy's Recent Developments - Jinko Energy has successfully launched the Blue Whale SunTera G3 6.25MWh battery storage system, featuring over 10,000 cycles and 95% efficiency, designed for commercial and large-scale storage systems [4]. - The company secured a major order from Southern Power Grid for a 25MWh Dolphin SunGiga G2 261kWh liquid-cooled storage system [4]. - Jinko Energy signed a strategic cooperation agreement for 100MWh with multiple partners in Sichuan, and another contract for 17.74MWh with Shandong Binyang Power Supply Co., Ltd [4]. Group 2: International Expansion - Jinko Energy has made significant strides internationally, including a 10MWh project in India and the successful delivery of five commercial storage systems in Spain [8]. - The company has also completed a 4.8MWh battery storage system in Nigeria and a 6.88MWh system in Saudi Arabia [9]. - In June, Jinko Energy signed contracts for 150MWh in Germany, 66MWh in the Middle East, and 100MWh in Greece, showcasing its growing global footprint [10][11]. Group 3: EVE Energy's Strategic Moves - EVE Energy has seen substantial growth in its energy storage projects, with a total of 26GWh in EPC projects in the first four months of the year, indicating a global increase in energy storage installations by over 50% [13]. - The company is focusing on upgrading its large-scale energy storage products, with the launch of the fourth-generation Mr. Big series 600Ah+ cells [13][18]. - EVE Energy's energy storage battery shipments reached 35.73GWh in the first three quarters of 2024, a year-on-year increase of 115.57%, reflecting the success of its strategic pivot towards energy storage [16].