继光伏行业释放"反内卷"信号后，储能行业上百家企业也参与签署了"反内卷"倡议。 面对行业困境，"反内卷"已成为维系企业和行业可持续发展的必选项，对于打破市场分割、建设全国统 一大市场至关重要。该倡议不仅利于营造健康有序的市场环境、加速良性技术迭代，更能有效推动行业 优胜劣汰与市场集中度提升。具备成本与技术优势的头部企业有望扩大份额，引领行业可持续发展。 （大众新闻·经济导报记者 杨佳琪） 当前储能行业面临严峻挑战。截至今年6月底，全国新型储能累计装机规模达到9491万千瓦/2.22亿千瓦 时，较2024年底增长约29%。然而在高速增长背后，锂电储能系统价格三年内暴跌近八成，一些涉储企 业陷入"增收不增利"的困局。 在成本价格方面，《倡议》明确提出合理定价与公平竞争原则。鼓励成员单位以技术、服务、信誉和履 约能力为基础参与市场竞争。企业应根据自身经营状况、成本评估和项目风险进行报价，避免不理性低 价行为，防范"劣币驱逐良币"现象。此外，鼓励企业持续加大研发投入，建立高效的技术创新机制。聚 焦核心材料、系统集成、智能控制等关键技术攻关，推动先进技术的自主可控与规模化应用。 在投标行为规范方面，协会鼓励成员单位在招 ...

Core Insights - The report discusses the recently published draft amendment to the pricing law, emphasizing the concept of "anti-involution" and prohibiting dumping prices below cost [2] - The focus is on the recovery of prices within the photovoltaic industry, with expectations for polysilicon prices to return above industry cost levels due to supply-side reforms [2] - The report highlights potential price recovery opportunities across various segments of the photovoltaic supply chain, including silicon materials, solar glass, wafers, cells, and modules [2] Industry Performance - The report provides a performance overview of different industries, noting that the steel industry saw a 20.7% increase in January, 19.1% in March, and 38.2% over the past year [1] - The construction materials sector experienced increases of 18.5% in January, 15.5% in March, and 33.0% year-on-year [1] - The non-ferrous metals industry reported a 14.7% increase in January, 22.1% in March, and 40.3% over the past year [1] - The telecommunications sector had a performance of 13.0% in January, 29.1% in March, and 51.5% year-on-year [1] - The pharmaceutical and biotechnology sector saw increases of 11.6% in January, 18.7% in March, and 33.0% over the past year [1] Key Focus Areas - The report identifies three main focus areas for investment opportunities: 1. Price recovery opportunities in the supply chain driven by supply-side reforms, particularly in polysilicon, solar glass, wafers, cells, and modules [2] 2. Long-term growth opportunities arising from new technologies, specifically monitoring the progress of perovskite GW-level production lines and the expansion of BC [2] 3. The recovery trends in profitability for lithium battery components, including lithium iron phosphate, lithium hexafluorophosphate, and copper foil [2]

数据显示，2024年全球储能锂电池出货量同比增长超55%，电力/户用/工商业储能锂电池2024年出货量分别同比增长超+70%/+25%/+40%。其中电 力储能锂电池占比为88%，也是增长最快的细分领域。 2024全球表前锂电储能系统装机为63GW/165GWh，同比增长+61.5%/77.4%。市场增长的主要驱动力来自于：中国新能源消纳需求、美国电网对 储能系统需求增加、欧洲绿色能源转型以及能源安全保障需求、跨国电网互联互通需求。 ——The End—— 本文来源：储能技术派 。 本公众号所发表内容注明来源的，版权归原出处所有（无法查证版权的或未注明出处的均来源于网络搜集），如有侵权请及时联系删除。转载 内容只以信息传播为目的，仅供参考，不代表本号认同其观点和立场。内容的真实性、准确性和合法性由原作者负责。 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，是中国专业产业研究和顾问公司。鑫椤资讯以研究为中心，提供数据库、产业前瞻预测、战略咨询 和媒体宣传等服务。 -广告- 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~ 目前，布局储能系统集成业务的上 ...

Core Viewpoint - The article highlights the commencement of the Shandong Baimingcheng lithium battery control board and energy storage system project, which is expected to significantly contribute to the local economy and the lithium battery industry [1]. Group 1: Project Overview - The Baimingcheng project was signed on February 10 in the Jining Qufu Economic Development Zone with a total investment of 1.06 billion yuan [1]. - Upon completion, the project is expected to produce approximately 500,000 units of intelligent high and low voltage automotive and energy storage general BMS protection boards, 500,000 sets of intelligent chargers, 300,000 sets of motor controllers, and a lithium battery energy storage system with a capacity of 10 GWh [1]. - The anticipated annual output value of the project is estimated to reach 2 billion yuan [1].

Investment Rating - The report maintains a positive outlook on the power equipment and new energy industry, highlighting high growth potential and certainty in sectors like energy storage and lithium batteries [5][11]. Core Insights - Energy storage is expected to maintain high prosperity with a cumulative installed capacity CAGR of 37% from 2023 to 2030, emphasizing the importance of selecting leading companies in the sector [5]. - Lithium battery demand is supported by three main factors: policy-driven growth in new energy vehicle demand, the explosion of energy storage, and a recovery in material supply [5]. - The photovoltaic sector is anticipated to rebound in the second half of 2025, driven by high-quality demand and industry collaboration [5]. Summary by Sections 1. Market Review - The report notes that from February 28 to March 7, 2025, the CSI 300 index increased by 1.39%, while the new energy index rose by 1.16%, ranking 16th among industries [11]. 2. Valuation Analysis - As of March 7, 2025, the price-to-earnings ratio (TTM) for the power equipment and new energy industry is 26.64, which is at 29.69% of its 10-year historical valuation percentile, indicating it is at a historical low [15][17]. 3. Industry Data Tracking - The report highlights that the photovoltaic industry is entering a down cycle in pricing, with significant price drops in silicon materials and components, leading to pressure on profit margins [20][25]. - The lithium battery supply chain shows a mixed trend, with some materials experiencing price increases while others remain stable or decline [35][36]. 4. Key News Tracking - The report covers significant developments in the wind power sector, including a 4.12GW procurement in February 2025 and government initiatives to boost offshore wind energy [50][51]. - It also notes advancements in energy storage technology, such as the deployment of a commercial 8-hour lithium battery storage system in Australia [66].

Core Viewpoint - The conference highlighted the emerging opportunities in the commercial energy storage sector, with a focus on trends leading up to 2025 and the integration of energy storage with photovoltaic systems [1][3][29]. Industry Development - The global energy storage market is projected to add 100GW by 2025, with 2024 expected to see 77GW/183GWh of new installations, driven by energy transition, technological innovation, and supportive policies [4][5]. - China is leading the charge with a cumulative installed capacity of 73.76GW by 2024, surpassing pumped storage for the first time [5]. Technological Trends - Energy storage has transitioned from a supplementary role to a necessity, particularly with the rise of distributed photovoltaic systems, which reached a cumulative capacity of 370 million kW by the end of 2024 [6][7]. - Innovations in long-duration storage technologies, such as flow batteries and compressed air storage, are expected to enhance the capabilities of energy systems [7]. Regional Market Insights - The Southeast Asian energy storage market is estimated to reach $2.85 billion (approximately 206.733 billion RMB) in 2024, with a growth rate of 6.77%, focusing on industrial applications [8]. Investment Opportunities - The commercial energy storage sector is experiencing a shift towards higher value propositions, with investment returns becoming increasingly attractive in regions like Zhejiang, Shanghai, and Guangdong, where payback periods are under four years [12][13]. - The integration of financing solutions is seen as a way to mitigate risks and enhance cash flow for energy storage projects [21]. Market Dynamics - The commercial energy storage landscape is evolving, with new entrants gaining market share and competition intensifying among top players [18]. - The trend towards integrated solutions combining energy storage with photovoltaic systems is expected to dominate the market, driven by cost reductions and technological advancements [19][22]. Future Outlook - The industry anticipates a significant market shift due to new energy policies, which will create both challenges and opportunities for energy storage providers [29]. - The consensus among industry leaders is that only companies with core competencies in safety and operational services will thrive in the evolving market landscape [29].