Core Viewpoint - Energy storage is a crucial component for ensuring energy security and achieving the "dual carbon" goals in China, with significant advancements in new energy storage technologies and applications [2][3]. Group 1: Industry Development - By the end of 2024, China's new energy storage installed capacity is expected to account for over 40% of the global total installed capacity, with a steady increase in operational levels supporting the construction of a new power system [2]. - In the first half of this year, the installed capacity of new energy storage reached 94.91 million kilowatts (22.2 billion kilowatt-hours), representing a growth of approximately 29% compared to the end of 2024 [2]. - Key regions such as Inner Mongolia and Xinjiang have installed capacities exceeding 10 million kilowatts, while Shandong, Jiangsu, and Ningxia have capacities exceeding 5 million kilowatts [2]. Group 2: Application and Impact - The application effects of new energy storage are becoming increasingly evident, as demonstrated by the successful operation of a 2000-kilowatt storage project by Zhejiang Yulong Biotechnology Co., which can balance grid load effectively [2]. - The optimization of charging and discharging strategies in energy storage projects is expected to reduce peak demand by approximately 540 megawatt-hours [3]. - New energy storage has played a significant role in ensuring power supply during periods of high electricity demand, particularly during the recent heatwaves [3]. Group 3: Technological Innovation - The development of long-duration energy storage technologies is emphasized as essential for addressing the challenges of energy transition and maximizing the utilization of renewable energy [3][4]. - Companies are focusing on the research and development of long-duration energy storage cells that offer advantages such as high capacity, long lifespan, and low cost, with some products boasting a cycle life exceeding 11,000 times [4]. - The National Energy Administration plans to expand the application scenarios for new energy storage and enhance market mechanisms to promote high-quality development in the industry [4].

储能是保障能源安全、实现"双碳"目标的关键一环。国家能源局近日发布的《中国新型储能发展报告 （2025）》显示，截至2024年底，我国已建成投运新型储能装机规模占全球总装机比例超40%。新型储 能技术路线"百花齐放"，涵盖全球工程应用的主要技术路线，调度运用水平稳步提高，有力支撑新型电 力系统建设。 在山东菏泽，一座长时储能全产业链一体化零碳产业基地正加快建设。"我们研发生产的长时储能电芯 具有超大容量、超长寿命、超高安全、超低成本等优势，循环寿命超1.1万次。"厦门海辰储能科技股份 有限公司联合创始人、总裁王鹏程表示。 为实现储能行业可持续发展，远景高级副总裁、远景储能总裁田庆军提到，企业要坚守质量底线，关注 产品研发和创新，提升产品质量和安全性。 边广琦表示，国家能源局将进一步拓展新型储能应用场景，提升调度运用水平，加快完善市场机制，推 动新型储能产业高质量发展。 （文章来源：经济日报） 装机规模快速增长的同时，新型储能应用效果逐步显现。近日，在供电公司指导下，浙江宇龙生物科技 股份有限公司2000千瓦储能项目顺利投运。该项目可实现每日2次充放电，高峰时段能持续放电4小时， 可有效平衡电网负荷。 国网嘉兴 ...

Core Viewpoint - Nandu Power has shown significant improvement in operational quality and financial performance after strategic transformation, focusing on the energy storage sector and achieving a net profit of approximately 34 million yuan in Q2 2025, marking a turnaround in performance [1] Financial Performance - In the first half of 2025, the company reported revenue of 3.923 billion yuan, with a net profit attributable to shareholders of -230 million yuan, but achieved a net profit of approximately 34 million yuan in Q2 [1] - The net cash flow from operating activities reached 591 million yuan, a year-on-year increase of 233.84%, marking the best level for the same period in history [1] Strategic Focus - The company has actively reduced low-margin lead recycling business capacity and concentrated on high-value-added energy storage systems and lithium battery businesses, resulting in a 9.54% year-on-year increase in lithium product revenue, which now accounts for 50.8% of total revenue [1] - The gross margin for lithium products improved by 2.3 percentage points to 17.63% through supply chain integration and process improvements [1] Market Expansion - Nandu Power achieved revenue of 947 million yuan in the energy storage business with a gross margin of 27.11%, winning several overseas projects including 1.4GWh in India and 230MWh in the UK [2] - The communication and data center storage business generated revenue of 1.890 billion yuan, a year-on-year increase of 34.09%, and successfully entered the top five data center suppliers in the U.S. [2] Industry Positioning - Since 2020, the company has completed business structure optimization, establishing an integrated layout around energy storage, covering the entire industry chain from lithium (lead) battery manufacturing to resource recycling [3] - The company has increased its overseas revenue share to 20.4%, with a customer base expanding from telecom operators to global energy developers and internet giants [3] - Nandu Power has been recognized as a top-tier energy storage manufacturer globally, with coverage in over 160 countries and regions [3]

"在菏泽，我们致力于打造全球首个长时储能全产业链一体化零碳产业基地。"8月5日，在菏泽市海辰储 能山东一体化零碳产业园项目现场，山东海辰储能科技有限公司法定代表人、董事长，厦门海辰储能科 技股份有限公司联合创人、总裁王鹏程介绍道。 "我们研发生产的长时储能电芯具有超大容量、超长寿命、超高安全、超低成本等优势，循环寿命超1.1 万次。海辰储能在长时储能领域拥有技术自研能力，掌握长时储能核心技术，覆盖了从材料到电芯，再 到系统全链条。"王鹏程说。 据介绍，海辰储能是全球储能行业头部企业，2025上半年全球电力储能出货量排名前二。海辰储能山东 一体化零碳产业园致力于打造全球首个长时储能全产业链一体化零碳产业基地，形成"发输配用"的能源 产业链条和从材料到回收的电池产业链条的双双闭环。 海辰储能战略方向与菏泽新能源产业布局深度契合，鲁西新区组建高规格服务专班实施全要素保障。项 目实现30天完成土地征拆、50天完成"十通一平"、1天办结规划、施工"双许可"。企业将原计划分步实 施的30GWh电芯项目提前同步建设，整体项目预计2026年二季度全面投产，将创造海辰在国内建设项 目的最快纪录。 作为新能源领域的重要支撑产业， ...