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超13GWh!亿纬锂能、天合储能等又获大单
行家说储能· 2026-02-27 10:51
Core Viewpoint - The energy storage market is experiencing a strong start, with multiple companies announcing significant orders and collaborations, indicating robust growth and diversification in technology and applications [2][3][5]. Group 1: Major Collaborations and Orders - EVE Energy has signed a strategic cooperation framework agreement with CITIC Bo, establishing a two-year plan for 12GWh of energy storage battery and system collaboration, with 10GWh for large storage batteries and 2GWh for storage systems [3][5]. - New Source Intelligent Storage has secured a 4.52 billion yuan order for a 250MW/1000MWh energy storage system project in Xinjiang, providing a comprehensive solution and five-year warranty [6][7][10]. - Trina Energy Storage Solutions has entered a procurement contract worth approximately 5661 million USD (about 3.87 billion yuan) for energy storage batteries and related components for a large-scale project in the U.S. [11][13]. Group 2: Market Trends and Future Projections - Since 2026, Trina Energy Storage has received multiple overseas orders, including a 12GWh project in Europe and a 1.2GWh order in Latin America, with expectations for further increases in international sales [14]. - Shanghai Electric has announced a focus on international markets, including a new project in the UK with a capacity of 49.9MW and 149.7MWh, while also reporting a projected net profit increase of 47% to 76% for 2025 [15][17]. - Inlyte Energy is collaborating with NTS to deploy long-duration energy storage systems, with plans to install up to 2MW of sodium-iron battery capacity by 2028, addressing the growing demand for cleaner energy solutions in data centers [18][19].