文 | 中关村储能产业技术联盟 由中关村储能产业技术联盟、应急管理部天津消防研究所、天津大学国家储能技术产 教融合创新平台主办的 第五届储能安全研讨会暨国家重点研发计划项目"国际锂离子 电 池 储 能 安 全 评 价 关 键 技 术 合 作 研 发 " 研 讨 会 ， 将 于 20 2 5 年 1 0 月 1 6 - 1 7 日 在 天 津 召 开。 一、会议签到 签到时间： 2 0 25年10月1 6日 0 8 : 3 0 - 0 9 : 00 签到地点： 天津（报名成功后，会务组联系通知） 二、会议日程 The 5th Forum on Energy Storage Safety 暨国家重点研发计划项目"国际锂离子电池储能安全评价关键技术合作研发"研讨会 天津 2025年10月16-17日 孙正运 中国能源研究会 副理事长兼秘书长 孙金花 中国科学技术大学 教授 开幕式 10月16日 09:00 - 12:00 王成山 中国工程院院士 天津大学国家储能技术产教融合创新平台主任 张来斌 中国工程院院士 中国石油大学 (北京) 教授 鲁志宝 应急管理部天津消防研究所 所长、研究员 陈海生 中国科学院工程热物理 ...

文 | 中关村储能产业技术联盟 全球能源结构正加速向清洁低碳转型，储能作为新型电力系统的核心支撑技术，正迎来规模化发展浪潮。但电化学储 能电站安全事故仍时有发生，锂离子电池热失控、系统集成质量以及安全性、可靠性等问题，已成为制约行业高质量 发展的关键瓶颈，亟需凝聚各方智慧共同破解。 由中关村储能产业技术联盟、应急管理部天津消防研究所、天津大学国家储能技术产教融合创新平台主办的第五届储能 安全研讨会暨国家重点研发计划项目"国际锂离子电池储能安全评价关键技术合作研发"研讨会，将于2 02 5年1 0月1 6 - 17 日在天津召开。 一、会议时间地点 2 025年10月16- 17日 天津 二、组织机构 主办单位 中关村储能产业技术联盟 应急管理部天津消防研究所 天津大学国家储能技术产教融合创新平台 协办单位 中关村储能产业技术联盟储能安全专业委员会 支持单位 厦门科华数能科技有限公司 远景能源有限公司 江苏天合储能有限公司 上海派能能源科技股份有限公司 北京西清能源科技有限公司 三 上海融和元储能源有限公司 上海采日能源科技有限公司 壳牌（中国）有限公司 苏州精控能源科技股份有限公司 东方日升新能源股份有限公司 ...

目前，规划、在建、投运的储能项目在非洲大陆"遍地开花"，整体呈现欣欣向荣之势。 当前，电力短缺成为制约非洲经济发展和社会稳定的巨大障碍。面对这一挑战，非洲近年来加速推动电力基础设施升级和部署。广袤土 地、充沛光照、丰富矿产金属资源、快速增长的劳动力……非洲部署储能具备先天优势，这使得该地区有望成为全球清洁能源及电池存 储领域的关键力量。目前，规划、在建、投运的储能项目在非洲大陆"遍地开花"，整体呈现欣欣向荣之势。 投运及规划项目显著增加 能源转型数据和市场分析机构Rho Motion指出，去年，全球部署的储能系统容量达205吉瓦时，同比增长53%。电网规模储能市场再 次成为增长引擎，部署容量超过160吉瓦时，同比增长68%，其中98%是锂离子电池储能系统。 "电池成本下降是推动储能市场增长的一个关键因素，这使得电池储能技术开始快速进入新兴市场，尤其是非洲地区。"Rho Motion研 究主管雨果表示。2022年以来，电池组和电芯成本持续下降，2023年降幅达13%，2024年以20%的降幅刷新纪录。 非洲拥有全球60%的优质太阳能资源，但可再生能源装机容量在全球占比仅1%。目前，南非、埃及、摩洛哥和埃塞俄比亚 ...

Core Viewpoint - The article emphasizes the rapid growth and innovation in China's energy sector, particularly in new energy storage technologies, which have positioned the country as a global leader in this field [3][4]. Group 1: New Energy Storage Development - China's new energy storage capacity has reached approximately 95 million kilowatts, growing nearly 30 times over the past five years, akin to equipping the new power system with a "giant power bank" [3][4]. - The investment in new energy storage, charging infrastructure, hydrogen energy, and integrated source-grid-load-storage projects is expected to approach 200 billion yuan in 2024, marking a new growth point for energy investment [3][4]. Group 2: Market Dynamics and Participation - The market transaction volume of electricity has increased from 10.7 trillion kilowatt-hours during the 13th Five-Year Plan to 23.8 trillion kilowatt-hours, more than doubling and stabilizing at over 60% of total electricity consumption for four consecutive years [5]. - A diverse market structure has emerged, with independent storage and new business models flourishing, allowing various entities to participate in the energy market [5]. Group 3: Technological Innovation and Equipment - The National Energy Administration is promoting the application of major technological equipment in the energy sector, with 236 projects certified as first-of-their-kind, some being the first in the world [6][7]. - The focus is on building innovation platforms that facilitate the transition from laboratory prototypes to market-ready products [6]. Group 4: New Power System Construction - The National Energy Administration is accelerating the construction of a new power system to enhance the adaptability of the electricity system to renewable energy sources, addressing challenges related to the intermittent nature of wind and solar power [8][11]. - Key strategies include building system-friendly renewable energy power stations, enhancing grid capacity, and expanding the scale of virtual power plants [11].

Core Viewpoint - The establishment of Jichai Times, a joint venture between China National Petroleum Corporation (CNPC) and Contemporary Amperex Technology Co., Limited (CATL), marks a significant step in expanding the energy storage ecosystem in China, focusing on lithium-ion battery storage systems [2][4]. Group 1: Company Formation and Structure - Jichai Times was officially established on August 19, with a registered capital of 77 million RMB, focusing on energy storage technology services, battery manufacturing, and related sales [2]. - The joint venture is owned 60% by CNPC's subsidiary Jichai Power and 40% by CATL, indicating a strong partnership between a state-owned enterprise and a leading private sector player in the energy storage market [2][3]. Group 2: Strategic Implications - The collaboration allows CATL to enhance its credibility in grid and industrial projects, leveraging CNPC's state-owned status to build trust in the energy storage sector [4]. - For Jichai Power, this partnership represents a strategic move to deepen its energy storage initiatives and create new growth opportunities, integrating its resources into the renewable energy supply chain [4].

Group 1 - The core viewpoint of the article highlights the establishment of a joint venture between China National Petroleum Corporation (CNPC) and Contemporary Amperex Technology Co., Ltd. (CATL) to focus on energy storage systems in China [1][3] - The newly formed company, China Petroleum Jichai Times (Shandong) New Energy Technology Co., Ltd., has a registered capital of 77 million yuan and is located in Jinan, Shandong Province [1] - The joint venture will concentrate on the production of lithium-ion battery energy storage systems, including cell integration, battery management systems (BMS), and complete equipment manufacturing [3] Group 2 - In addition to the Jinan venture, CATL also established Xiamen Times New Energy Power Technology Co., Ltd. with a registered capital of 2 billion yuan, focusing on battery manufacturing and sales [4] - The ownership structure of the Jinan company is 60% held by CNPC's Jichai Power and 40% by CATL, indicating a collaborative effort in the energy storage sector [1][3] - Jichai Power is a key player in the internal combustion engine manufacturing sector and is actively expanding its energy storage system integration business [3]

Core Viewpoint - The establishment of China National Petroleum Corporation Jichai Times (Shandong) New Energy Technology Co., Ltd. marks a significant move by state-owned enterprises into the energy storage market, aiming to enhance their market share and competitiveness in the renewable energy sector [1][3]. Group 1: Company Information - The newly established company has a registered capital of 77 million RMB and its business scope includes energy storage technology services, battery manufacturing and sales, solar power technology services, and more [1][2]. - The company is classified under the electrical machinery and equipment manufacturing industry and is expected to operate from August 19, 2025, to August 18, 2035 [2]. Group 2: Market Position and Strategy - In 2024, the market share of Ningde Times in the lithium-ion energy storage battery market in China is projected to be between 20-25%, while Jichai Power and Ningde Times are expected to hold a combined market share of 0-5% in the lithium-ion battery energy storage system market [2]. - The collaboration between state-owned enterprises is anticipated to increase their combined market share in the energy storage sector from less than 10% to over 30% following the joint venture [3].

Core Viewpoint - Romania's energy regulatory authority has exempted energy storage resources from certain grid charging fees, aiming to eliminate double charging for stored energy, which has been a significant barrier to the development of storage technology [1][2]. Group 1: Regulatory Changes - The National Energy Regulatory Authority (ANRE) announced that energy storage resources will be exempt from transmission fees and green certificate fees when charging from the grid and discharging back [1]. - This exemption applies only to energy that is charged from the grid and then discharged back; self-consumed energy, including technical losses, will still incur grid-related fees [1]. - The regulation aims to send a clear signal to investors that Romania views energy storage not just as a technological option but as a pillar of energy transition [2]. Group 2: Importance of Storage Technology - Energy storage technology plays a crucial role in balancing energy systems and integrating renewable energy sources [1]. - The regulation addresses the long-standing issue of double charging, which has hindered the growth of storage technologies [1]. - The round-trip efficiency (RTE) of storage systems, such as lithium-ion batteries, which typically exceeds 90%, will become increasingly important for operators due to the remaining costs associated with self-consumed energy [1].

Group 1 - The Indonesian National Consumer Protection Agency (BKPN) will coordinate an investment of at least $1 billion to develop off-grid solar plus storage systems in remote and island areas to enhance local electricity coverage [1] - Elong Power, a Chinese energy storage company, will provide the overall technology and solutions for these systems, indicating BKPN's intent to collaborate with relevant national agencies [1] - BKPN will also formulate policies to promote the large-scale adoption of lithium-ion battery storage systems and clean energy solutions in Indonesia's mining sector [1] Group 2 - Indonesia's geographical conditions create a demand for off-grid storage solutions due to the challenges and high costs associated with laying transmission lines across its 900+ inhabited islands [2] - The Indonesian government aims to add 69.5 GW of new power generation capacity by 2034, including 42.6 GW from renewable sources and 10.3 GW of storage, with a target of 35% renewable energy in the energy mix by 2034 [2] Group 3 - CATL, through its subsidiary, has formed a consortium with Indonesia's state-owned mining company ANTAM and battery company IBC to invest nearly $6 billion in a nickel resource and battery supply chain project in Indonesia [3] - Sembcorp Industries has established a joint venture with PLN to initiate a utility-scale solar plus storage project, with a 50 MW photovoltaic and 14.2 MWh storage project launched earlier this year [4] - Aslan Energy Capital plans to build a 40 MW data center with a 120 MWh battery storage project in Jakarta by the end of 2027 [4]

Core Viewpoint - The energy storage industry is transitioning from isolated breakthroughs to ecosystem collaboration, with leading companies forming strategic partnerships to accelerate commercialization and reshape competitive dynamics in the sector [1]. Joint Ventures: Deep Binding and Resource Sharing - China National Petroleum Corporation (CNPC) and CATL have established a joint venture for lithium-ion battery energy storage systems, with CNPC holding 60% and CATL 40% of the equity [2]. - Zhongxin Innovation and local state-owned enterprises have formed a joint venture in Hebei with a registered capital of 4 billion yuan, focusing on energy storage projects [3]. Strategic Cooperation: Technological Complementarity and Market Expansion - CRRC Zhuzhou Institute and CATL signed a framework cooperation agreement to collaborate on energy storage solutions and market development [4]. - Haibo Sichuang and CATL have entered a strategic partnership to promote high-quality development in the energy storage industry, focusing on technology and market synergy [5][6]. - Haibo Sichuang has also partnered with General Technology and its subsidiaries to enhance project management and technical innovation in the energy sector [7]. - Collaborations with Huachidong Energy and other firms aim to integrate electrochemical and flywheel energy storage technologies [8][9]. International Collaborations and Market Expansion - BYD Energy signed a storage order agreement with Grenergy for a total of 6.5 GWh for a project in Chile, marking a significant supply deal in Latin America [13]. - Dual cooperation agreements with international firms like Jindal Group from India and Interface from Malaysia signify strategic expansions into South Asia and Southeast Asia [12][11]. - Multiple partnerships during ESIE2025, including with Europower in Turkey, aim to enhance market presence in Europe and Asia [18]. Industry Trends and Future Outlook - The energy storage sector is witnessing a transformation characterized by deep collaborations among companies, moving from product-centric competition to ecosystem-based strategies [43]. - The total signed orders during ESIE2025 exceeded 20 GWh, indicating a robust growth trajectory and a collective exploration of new energy systems [43].