Core Insights - Oriental Risen's commercial stacked energy storage system won the 2025 High-tech Golden Ball Award for Top Ten Products, highlighting the company's technological strength and industry influence in the energy storage sector [1][3] - The product series focuses on commercial user needs, offering flexible capacity combinations from 48kWh to 120kWh, addressing core demands such as peak-valley arbitrage, emergency backup, and load peak shaving, thereby helping enterprises reduce operational energy costs [1][2] - The stacked design allows for quick deployment within 30 minutes, significantly lowering construction costs, and is complemented by the Risen Cloud smart energy management platform for optimizing green electricity self-supply and peak-valley electricity pricing [1][2] Innovation and Market Position - The core innovation of Oriental Risen's energy storage products stems from over 20 years of expertise in the lithium battery field, supported by strong R&D investment and technology transfer capabilities [2] - The company’s energy storage system integration business primarily focuses on large-scale storage system products, with its subsidiary, Ningbo Shuangyili, aiming to become a global leader in full-scenario energy storage system solutions [2] - The company has achieved significant results with its next-generation eTron (5MWh storage system) and iCon (100kW/215kWh commercial integrated machine), with operational projects mainly in developed countries like Europe and the United States, maintaining a global record of zero safety incidents [2] Future Outlook - The award serves as a catalyst for Oriental Risen to increase R&D investment in the energy storage field, focusing on core needs across different regions and scenarios to launch more competitive products and solutions, driving global energy transition through technological innovation [3]

Core Insights - The company, Dongfang Risen, is focusing on providing integrated energy storage solutions, including BMS, PCS, EMS, and various integrated systems, emphasizing high safety, energy density, and reliability [1] - The energy storage market is experiencing significant growth, with projections indicating a cumulative installed capacity of 73.76 million kW by the end of 2024, representing a 130% increase compared to the end of 2023 [2] - Dongfang Risen has achieved a remarkable safety record with zero accidents globally, enhancing its reputation in the energy storage sector [3] Group 1: Company Developments - Dongfang Risen's energy storage products include the new generation eTron (5MWh system) and iCon (100kW/215kWh commercial unit), which have been successfully deployed in developed markets like Europe and North America [1] - The company has established three major energy storage solutions—Shengjia, Shengqi, and Shengneng—targeting residential, commercial, and large-scale energy storage applications [2] - In the first half of 2025, Dongfang Risen's global energy storage shipments increased by 192% year-on-year, with commercial energy storage shipments rising by 74% [3] Group 2: Industry Trends - The Chinese government is promoting the development of new energy storage technologies, creating a historic opportunity for the industry [1] - The energy storage sector is expected to diversify and expand significantly, with forecasts indicating a growth to 87.45 million kW by 2025 and 98.60 million kW by 2026 [2] - Dongfang Risen is actively expanding its global market presence, participating in numerous renewable energy projects across Europe, Asia-Pacific, and other regions [3]

Core Viewpoint - The company, Dongfang Risheng, emphasizes its comprehensive energy storage solutions, which include various integrated systems and products, showcasing its achievements in the energy storage sector [1] Group 1: Product Offerings - Dongfang Risheng's energy storage products range from BMS, PCS, EMS, to integrated systems, providing high safety, energy density, and reliability through self-developed solutions [1] - The company has introduced advanced energy storage systems such as the eTron (5MWh storage system) and iCon (100kW/215kWh commercial integrated machine) [1] Group 2: Market Applications - The energy storage solutions are designed to replace traditional power plants, smooth out renewable energy generation, and support applications in grid peak shaving, commercial use, and microgrids [1] Group 3: Project Deployment and Recognition - The company has successfully deployed large-scale energy storage projects primarily in developed countries like Europe and the United States, with hundreds of megawatts of projects globally [1] - Dongfang Risheng maintains a record of zero accidents, which has led to widespread recognition of its product reliability, safety, and service capabilities among domestic and international clients [1]

东方日升（300118.SZ）11月28日在投资者互动平台表示，公司储能产品涵盖从BMS、PCS、EMS、直 流侧集成系统到中压集成系统，可通过全栈自研为客户提供高安全、高能量密度、高可靠性的垂直一体 化解决方案。在配合光伏风电实现对传统发电站的替代、平滑新能源发电、电网调峰调频、工商业、微 电网等应用领域，东方日升储能凭借新一代eTron （5MWh储能系统）、iCon（100kW/215kWh 工商业 一体机）等储能产品以及整体解决方案取得了不菲的成绩。在产品应用区域方面，已投运的储能项目以 欧美等发达国家为主，百兆瓦级大型储能项目遍布全球，同时保持着全球0安全事故的记录，产品可靠 性、安全性、交付与服务能力得到海内外客户的普遍认可。 （文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：请介绍一下公司储能业务的应用范围、市场前景和占 有率。 ...

Core Viewpoint - Dongfang Risen (300118.SZ) is focusing on providing integrated energy storage solutions through self-developed products, achieving significant success in various applications, particularly in developed countries [1] Group 1: Product Offerings - The company's energy storage products include BMS, PCS, EMS, DC side integrated systems, and medium voltage integrated systems, offering high safety, energy density, and reliability [1] - Notable products include the new generation eTron (5MWh energy storage system) and iCon (100kW/215kWh commercial integrated machine) [1] Group 2: Market Applications - The energy storage solutions are designed to replace traditional power plants, smooth out renewable energy generation, and support applications in grid peak shaving, commercial use, and microgrids [1] Group 3: Project Deployment and Recognition - The company has successfully deployed large-scale energy storage projects globally, primarily in developed regions such as Europe and the United States, maintaining a record of zero safety incidents [1] - The reliability, safety, delivery, and service capabilities of the products have gained widespread recognition from both domestic and international customers [1]

Core Insights - The National Development and Reform Commission has released a management approach for central budget investments aimed at energy conservation and carbon reduction, supporting new infrastructure like heating and computing power, while emphasizing funding for zero-carbon projects and carbon capture initiatives [1] - The energy storage market is poised for significant growth, driven by the integration of renewable energy and the need for stability in power systems, with the global energy storage market projected to reach $5.12 trillion by 2034, growing at a CAGR of 21.7% from 2025 to 2034 [2][3] Group 1: Energy Storage Market - The energy storage market is entering a critical growth phase, with companies like Dongfang Risen focusing on large-scale energy storage systems and integrated solutions [1][5] - Dongfang Risen's energy storage products, such as the eTron and iCon systems, have achieved significant success in global markets, maintaining a record of zero safety incidents [2] - The company is building a comprehensive operational system for lithium-ion battery storage, providing customized solutions for various energy scenarios [2][3] Group 2: Photovoltaic Industry - The photovoltaic industry is receiving a boost from government funding, which is expected to help leading companies clear out outdated capacities and gain competitive advantages [3] - Dongfang Risen is leveraging its advanced heterojunction technology and experience in solar-storage integration to navigate the industry's pricing pressures and focus on high-growth areas [3][4] - The company's solar power station business is expanding, with a focus on both centralized and residential sectors, and is actively developing distributed solar power projects [4][5] Group 3: Financial Performance - Dongfang Risen reported a 29.49% year-on-year increase in net profit for the first half of 2025, with a 39.69% increase in the second quarter [3] - The company's revenue from solar power station EPC and transfer business surged by 127.85% year-on-year, becoming a key driver of performance improvement [3]