Group 1 - The core viewpoint of the article highlights the collaboration between CATL and Marubeni Corporation's subsidiary, Marubeni Power Retail, along with Sun Village, to develop a grid-level energy storage project in Japan with a total scale of 2.4 GWh [2] - The partnership aims to leverage the strengths of each company in project development, energy storage technology, and energy operation to accelerate the commercialization and scaling of the energy storage project [2] - Additionally, CATL has signed a supply agreement with AI.net LLC for a 1 GWh energy storage system, focusing on the deployment of 705.5 kWh TENER Flex units for various energy storage sites in Japan [3][4] Group 2 - AI.net plans to initially focus on the northeastern region of Japan, collaborating with local businesses and regional governments for project development [5] - The goal of AI.net is to achieve a storage capacity of 500 MW by the end of March 2028 [6]

Core Insights - Tesla and CATL have signed energy storage project collaborations totaling 3GWh [2] Group 1: Tesla Developments - Tesla secured a large energy storage project order of 600MWh [3] - Tesla signed a contract for 168 Megapack XL 2.0 battery storage systems for a 150MW/600MWh battery energy storage system, valued at approximately $170 million (about 1.206 billion RMB) [5] - In Q3, Tesla deployed 12.5GWh of energy storage, representing an 81% year-over-year increase, with cumulative shipments reaching 32.5GWh since 2025 [6] Group 2: CATL Developments - CATL signed a memorandum of understanding with Marubeni Corporation's subsidiary to jointly develop a 2.4GWh grid-level energy storage project in Japan [9] - CATL will provide battery systems and hold partial ownership of the power station, while Sun Village will handle project development and construction [10] - A strategic cooperation agreement was renewed with Haibos Creative, where Haibos will purchase a total of no less than 200GWh of battery cells from CATL between 2026 and 2035 [10]