文 | 中关村储能产业技术联盟 在全球能源转型浪潮中，孟加拉国与越南的储能市场正快速崛起为焦点。 孟加拉国三大 政策正在驱动光伏产业爆发，净计量新政（100%余电上网）、逆变器关税 1%、政府建 筑强制安装，光伏装机扩容正带动储能需求激增；越南则在《第八版国家电力计划》中明 确，到203 0年抽水蓄能和储能装机容量从270万千瓦增至15 2 6万千瓦。 为帮助中国储能企业精准把握全球储能市场机遇、更好布局全球业务， 第十四届储能国 际峰会暨展览会ESIE 2026 国际资源全面升级 ，目前已获得 50+ 国家的单位或组织的 支持 ， 包括 10 0+ 国际单位和 40+ 国驻华使领馆以及 20+ 国际采买团。 本 期 重 点 公 布 孟 加 拉 国 及 越 南 地 区 国 际 买 家 储 能 采 购 需 求 ， 诚 邀 有 意 向 的 企 业 报 名 参 与，高效链接海外商机。此前，首批采购需求已发布，详见： 多国买家急寻合作！ESIE 2 0 26 储能展首批国际采购需求发布 孟加拉国国际买家采购需求 买家 Gr e * * *Lt d 采购:储能系统/逆变器/EMS等 行业领域： 电力生产、可再生能源项目 ...

Core Viewpoint - The Sanjiangyuan region is crucial for ecological security and water conservation in China, and it is becoming a key node for green computing power due to its abundant renewable energy resources and land space, especially with the advancement of the "East Data West Computing" project [1] Group 1: Project Overview - The project integrates a smart microgrid system that operates on 100% clean energy, supporting high-performance computing in high-altitude areas [1][2] - The project utilizes Trina Solar's N-type 720Wp TOPCon bifacial modules, which have a first-year degradation of only 1% and an average annual degradation of 0.4% [2][3] - The project is expected to generate over 10 million kWh annually, significantly reducing carbon emissions by 8,196 tons per year and lowering electricity costs by 20% compared to conventional power sources [2][3] Group 2: Technical Features - The project features a "source-network-load-storage-computing" five-dimensional collaborative system, integrating 6.18MWp of solar power, 30kW of wind power, and a 500kW/1044kWh energy storage system [3] - The energy management system (EMS) developed by the company can predict short-term wind and solar power output with over 92% accuracy, enhancing the efficiency of energy storage dispatch [3][4] - The system is designed to respond to grid commands in milliseconds, ensuring stable operation of computing equipment by dynamically matching energy supply and demand [3][4] Group 3: Environmental Considerations - The project is designed to minimize environmental impact in the ecologically sensitive Sanjiangyuan region, utilizing components that ensure long-term weather resistance and thermal stability [4][5] - The solar panel installation is elevated 0.3 meters above ground to reduce surface disturbance and promote natural grassland restoration [5] - The project aims to create a new energy system that is efficient, stable, and environmentally friendly, with plans to replicate the model in other high-altitude and desert areas [5]

Core Viewpoint - The article emphasizes the importance of four key indicators—equipment online rate, operational efficiency, depth of discharge (DOD), and battery capacity degradation rate—in determining the performance and economic viability of energy storage stations, which are crucial for the new power system construction [2][27]. Group 1: Equipment Online Rate - The equipment online rate is the foundation of the station's "availability," with a 1% decrease leading to an annual discharge loss of up to 1200 MWh for a 200MW/400MWh station [3][6]. - Key factors affecting online rate include equipment stability, maintainability, and flexible redundancy mechanisms [6][8]. - High stability equipment can achieve a 99% online rate, resulting in a revenue loss of only 360,000 yuan annually, compared to 1.8 million yuan for average equipment at 95% [5]. Group 2: Equipment Operational Efficiency - Operational efficiency measures the energy conversion efficiency from charging to discharging, with a 1% increase potentially adding 600,000 yuan in annual revenue for a 200MW/400MWh station [9][10]. - Key factors influencing efficiency include energy conversion, thermal management, and system synergy [9][12]. - The average system efficiency is 85%, while leading solutions can achieve 89%, resulting in an additional 2.4 million yuan in annual revenue [10]. Group 3: Depth of Discharge (DOD) - DOD indicates the ratio of actual discharge capacity to rated capacity, directly affecting the station's peak shaving capability; a reduction from 90% to 80% DOD results in a 40 MWh decrease in discharge for a 400MWh station [15][16]. - Factors affecting DOD include battery characteristics, system topology, and control protection [15][19]. - Advanced string topology can support a DOD of 98%, leading to an additional 3.45 million yuan in revenue compared to a traditional centralized system [16]. Group 4: Battery Capacity Degradation Rate - The degradation rate indicates the percentage loss of battery capacity over cycles, with a 1% reduction in degradation potentially increasing lifecycle revenue by millions [20][24]. - Key factors influencing degradation include operating temperature, cycle count, and cell quality [20][22]. - High temperatures can significantly increase degradation rates, with a 15% degradation observed at 45°C after 1000 cycles [25]. Group 5: Synergistic Optimization of Indicators - The four indicators are interrelated; excessive focus on one may negatively impact others, such as increasing temperature to boost efficiency, which can accelerate capacity degradation [27]. - Achieving optimal performance requires a holistic approach across the entire lifecycle of selection, operation, and maintenance [27].

Core Viewpoint - The rise of AI is enhancing the efficiency of energy storage systems in the new energy power sector, allowing for better regulation and management of energy resources [2][3]. Group 1: Company Strategy and Differentiation - Hongzheng Energy Storage aims to differentiate itself by integrating AI into its products, focusing on smart operations and maintenance to reduce the cost of electricity over the entire lifecycle of energy storage [3][4]. - The company is transitioning from being a simple product supplier to a long-term service provider, emphasizing the importance of operational convenience and efficiency for users [5][6]. - Hongzheng Energy Storage is developing a closed-loop system to address operational issues, utilizing a knowledge base to automate processes that were previously manual, thereby reducing costs and improving user experience [4][5]. Group 2: AI Integration and R&D Focus - The integration of AI into energy storage projects is expected to lower costs and improve efficiency in the long term, despite a short-term increase in development costs due to the need for additional R&D resources [6][11]. - The company is expanding its EMS (Energy Management System) team to enhance its capabilities, with plans to grow from 70 to 100 members, reflecting a strong commitment to AI and algorithm development [11][13]. - Hongzheng Energy Storage recognizes the need for multidisciplinary talent to effectively implement AI in energy storage, combining knowledge of energy management systems and battery technology [7][8]. Group 3: Market Position and Competitive Landscape - The energy storage industry is experiencing intense competition, leading to price wars; however, Hongzheng Energy Storage views this "involution" as a natural part of industry evolution, which can enhance capabilities and service quality [10]. - The company is focusing on maintaining a balance between low costs, safety, and high quality, believing that those who can endure and adapt during this competitive phase will succeed [10]. - Hongzheng Energy Storage is targeting commercial energy storage applications, with plans to expand into various scenarios, including peak-valley arbitrage and power quality optimization [12][13]. Group 4: Future Development and Expansion - The company is prioritizing commercial applications over residential storage, with a focus on optimizing energy distribution and service quality in the commercial sector [12]. - Hongzheng Energy Storage has completed product iterations and certifications for overseas markets, indicating readiness to expand its international presence [13].