储能行业高景气度持续演绎，为产业链相关企业开辟核心增长空间，新增储能订单规模也逐步成为资本 市场评判行业企业核心竞争力的关键指标。东方日升（300118）近期披露的12月储能订单情况显示，公 司在工商业储能领域的市场拓展成果显著。自12月以来，公司陆续达成多项战略合作，在12月中上旬累 计签约280MWh的基础上，近期又新增签约300MWh，12月工商业储能签约规模已提升至580MWh。亮 眼市场表现体现了市场对储能项目价值的持续关注，更印证了合作伙伴对东方日升产品实力、系统能力 与长期发展潜力的高度认可。 在江苏和浙江、山东地区，东方日升已与南京潘达能源科技有限公司、辰鳗科技集团有限公司、浙江西 储智慧能源有限公司等多家具有重要行业影响力的企业建立战略合作关系，在持续探索可复制、可推广 的工商业储能应用模式中，东方日升有望不断强化客户服务能力与项目交付效率，逐步构建更稳固、长 期、共赢的合作关系。 "十五五"规划建议提出加快建设新型能源体系，并要求持续提高新能源供给比重，着力构建新型电力系 统，建设能源强国，大力发展新型储能，加快智能电网和微电网建设。 新能源的固有波动性决定了其必须与储能系统深度融合，这不 ...

Industry Overview - Spain's battery energy storage sector is experiencing unprecedented expansion, second only to the United States [2] - The Spanish Ministry for Ecological Transition and Demographic Challenge (MITECO) announced a new funding plan of approximately €2 billion (about 163.93 billion RMB) to strengthen the domestic industrial value chain and accelerate energy transition, with €300-350 million allocated for wind power facility upgrades and energy storage system construction [2] - MITECO also initiated a €750 million special plan to promote domestic battery manufacturing, supported by €699 million from the EU for deploying 3.5 GW of new storage capacity [2] - By the end of October, the Spanish government preliminarily selected 143 energy storage projects with a total capacity of nearly 9 GWh, which will receive EU-supported capital expenditure subsidies totaling approximately €840 million (about 68.87 billion RMB) [2] - According to an EY report, Spain plans to develop battery energy storage systems (BESS) with an installed capacity of about 16 GW by 2030, accounting for 29% of the global total installed capacity of 55 GW [2] - The Spanish energy storage market is projected to grow from approximately $417 million in 2019 to $2.1 billion (about 149.41 billion RMB) by 2029 [2] Company Activities - Chinese companies are actively seizing opportunities in Spain's rapidly growing energy storage market, with several firms, including Huawei Digital Energy, Risen Energy, Jinlang Technology, Zhuoyang Energy, and Guanlong Electric, showcasing their products at the GENERA 2025 exhibition [3] - Huawei Digital Energy highlighted its Luna2000 energy storage system series, offering flexible capacity configurations of 107, 161, or 215 kWh, with a system cycle efficiency of 91.3% [4][7] - Risen Energy presented three integrated solar-storage solutions targeting residential, commercial, and large-scale ground power station applications, focusing on a comprehensive smart energy ecosystem [8][10] - Mai Tian Energy showcased a full range of products covering residential and commercial applications, including stable EP series batteries and advanced integrated systems [13] - Jinlang Technology launched the new Evercore series energy storage solutions, featuring configurations of 100 kW/120 kWh and 261 kWh, designed for outdoor harsh environments with high protection ratings [15][17] - Zhuoyang Energy displayed its upgraded Z BOX-C PLUS (261 kWh) and other products, emphasizing local optimization for the European market and strategic partnerships for competitive large-scale storage solutions [18][20] - Guanlong Electric presented a comprehensive product matrix for residential, commercial, and large-scale storage, tailored to meet local market demands with intelligent energy management systems [21][23]