2026年是"十五五"规划开局起步之年，也是推动经济运行率先整体好转、夯实全年发展根基的关键之年。鲁西新区作为菏泽经济发展主引擎、项目建设主 战场、产业培育主阵地，把新能源产业作为构建现代化产业体系的重要抓手，全力打造百亿级储能产业集群。海辰储能菏泽基地总投资超130亿元，是全 球首个长时储能零碳产业园，项目达产后年新增产值超220亿元，将填补区域长时储能电芯规模化量产空白，为鲁西新区壮大新质生产力、提升产业链核 心竞争力提供硬核支撑。 项目自落地以来，鲁西新区组建专项服务专班，实行领导包保、一企一策、全程代办，高效破解用地、能耗、配套等难题，推动项目签约即开工、建设再 提速。春节期间，项目不停工、不断档，把团圆时刻化作攻坚时刻，把假期空档变成建设赛场。留守人员分工协作、昼夜奋战，聚焦核心设备安装、工艺 联调、配套完善等关键环节，严把质量关、安全关、进度关，全力打通投产前"最后一公里"，为二季度顺利投产筑牢坚实保障。 齐鲁晚报齐鲁壹点李潇 新春佳节，万家团圆。在菏泽鲁西新区海辰储能菏泽基地，项目建设现场一派热火朝天的奋进景象。作为鲁西新区新能源产业标志性链主项目，为抢 抓"十五五"开局关键窗口期，确保项目二季 ...

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].

Core Insights - Energy storage is crucial for ensuring energy security and achieving carbon neutrality goals, with China's new energy storage capacity expected to exceed 40% of the global total by the end of 2024 [1] Group 1: Industry Development - As of mid-2024, China's new energy storage capacity reached 94.91 million kilowatts (22.2 billion kilowatt-hours), marking a 29% increase from the end of 2024 [1] - Key regions such as Inner Mongolia and Xinjiang have installed capacities exceeding 10 million kilowatts, while Shandong, Jiangsu, and Ningxia have surpassed 5 million kilowatts [1] - The application of new energy storage is becoming more effective, as demonstrated by a 2000-kilowatt storage project by Zhejiang Yulong Biotechnology Co., which can balance grid load by discharging for 4 hours during peak times [1] Group 2: Market Mechanisms and Innovations - The transition from "independent points" to "intelligent collaboration" in energy storage is underway, with projects optimizing charge and discharge strategies to reduce peak demand [2] - New energy storage utilization hours have significantly increased, with several provinces achieving over 1000 hours annually, contributing to the absorption of renewable energy [2] - The State Energy Administration emphasizes the need for innovation in long-duration storage technologies to address the challenges of energy transition and ensure high utilization of renewable energy [2] Group 3: Technological Advancements - A long-duration energy storage industrial base is being developed in Shandong, focusing on high-capacity, long-lifespan, and low-cost energy storage cells [3] - Companies are encouraged to prioritize product quality and safety while enhancing research and innovation to ensure sustainable development in the energy storage sector [3] - The State Energy Administration plans to expand the application scenarios for new energy storage and improve market mechanisms to promote high-quality development in the industry [3]

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]

Core Insights - The company aims to establish the world's first integrated zero-carbon industrial base for long-duration energy storage in Heze [1] - The long-duration energy storage cells developed by the company feature advantages such as ultra-large capacity, ultra-long lifespan, ultra-high safety, and ultra-low cost, with a cycle life exceeding 11,000 times [1] - The company is positioned as a leading player in the global energy storage industry, projected to rank among the top two in global power storage shipments by mid-2025 [1] Company Developments - The Heze integrated zero-carbon industrial park is designed to create a closed-loop energy industry chain covering generation, transmission, distribution, and utilization, as well as a closed-loop battery industry chain from materials to recycling [1] - The strategic direction of the company aligns closely with Heze's new energy industry layout, with a high-level service team established to ensure comprehensive support for the project [1] - The project has achieved rapid milestones, including land acquisition in 30 days, completion of infrastructure in 50 days, and obtaining planning and construction permits in just one day [1] Industry Context - Energy storage is a critical support industry in the renewable energy sector, playing a key role in balancing supply and demand, enhancing energy efficiency, and promoting the large-scale application of renewable energy [2] - Heze is accelerating its energy storage industry layout, with several leading companies and quality projects, such as Dianzhi, Yingboer, and Haixi Storage, being established and put into operation [2] - The region aims to achieve the development goal of "100 billion storage, green Shandong" through green transformation and the formation of new productive forces [2]