插播： 1月8日，中车株洲所、阳光电源、弘正储能、海辰储能、海尔新能源、融和元储、华储电气、天合光能、星星充电、星纪云能、汇能科技等超30 家企业出席【行家说储能开盛年会】，报名欢迎联系行家说储能辛迪 Cindy：15989092696 （微信同号） 近日，据行家说储能获悉，又有3企储能项目有了新进展，分别是全球首个部署特斯拉Megablock技术的866MWh大型储能系统的储能电站项目正式开工； 上能电气向印度交付576MW储能变流器；东方日升拿下两企共计80MWh工商储订单，3个项目合计总容量达1.45GWh。 据了解，Megablock是特斯拉今年发布的革命性储能架构,将4台Megapack 3设备集成为单个预制化即插即用模块,单体容量达20MWh，该系统可使安装速 度提升23%,建设成本降低40%。该技术采用新型柔性母线组件,消除了地面电缆需求,实现248MWh/英亩的场地级密度。系统拥有25年使用寿命,可承受超过 1万次充放电循环,中压往返效率达91%。 ▋ 上能电气：交付576MW储能变流器 据上能电气官方消息， 近日，上能电气向印度Khavda能源基地顺利交付576MW储能变流器 ，此次交付标志 ...

Core Viewpoint - The strategic partnership between Dongfang Risheng and WEG marks a significant step in global energy transition and optimization, with a total capacity of 3GWh for energy storage systems, enhancing their competitive advantage in the global energy storage market [1] Group 1: Strategic Partnership - Dongfang Risheng signed a strategic cooperation agreement with WEG to provide advanced energy storage solutions from 2026 to 2028 [1] - This collaboration signifies a shift from regional cooperation to a global strategic layout, enhancing both companies' positions in the energy storage sector [1] - WEG, a leading electrical equipment manufacturer in Latin America, recognizes Dongfang Risheng's core technological strength and global delivery capabilities [1] Group 2: Recent Achievements - Dongfang Risheng has successfully delivered a 2MW/10MWh energy storage project in Japan and signed a contract for 100 iCon commercial energy storage units in Belgium [2] - The iCon 125kW/261kWh liquid-cooled energy storage cabinet received certification in Italy, showcasing the company's technological prowess and global market expansion capabilities [2] - The company has established a comprehensive value chain in the energy storage sector, covering research, production, sales, and service [2] Group 3: Market Potential - The global energy storage system market is projected to grow from $668.7 billion in 2024 to $5.12 trillion by 2034, with a CAGR of 21.7% from 2025 to 2034 [3] - Dongfang Risheng has developed a matrix of three scenario-based solar storage solutions, covering residential, commercial, and large-scale solar storage projects [3] - The company aims to provide a one-stop, full-chain service for global customers, enhancing its market presence [3] Group 4: Global Expansion - Dongfang Risheng has built a stable and efficient integrated production and sales system, covering over 90 countries and regions [4] - The company focuses on a four-dimensional development strategy: market globalization, manufacturing globalization, capital globalization, and talent globalization [4] - The ongoing high demand in the energy storage industry presents significant growth opportunities for Dongfang Risheng, allowing it to strengthen its competitive barriers [4]

Core Insights - The company, Dongfang Risen, has successfully obtained the Italian medium and low voltage grid connection certification for its iCon 125kW/261kWh liquid-cooled energy storage cabinet, marking a significant step in expanding its presence in the European energy storage market [1][2] Group 1: Certification and Market Entry - The certification from SGS indicates that the company's energy storage products meet the regulatory standards and technical specifications required for the Italian market, which is known for its stringent compliance requirements [1][2] - Italy's energy authority has implemented mandatory regulations since 2020, requiring all medium and low voltage grid-connected devices to comply with CEI 0-16/CEI 0-21 standards, which set rigorous performance and safety criteria [1][2] Group 2: Product Features and Market Strategy - The iCon 125kW/261kWh liquid-cooled energy storage cabinet is designed for commercial scenarios, featuring a highly integrated 4S design that reduces installation time and operational costs by 10% [3] - The product includes a nine-layer safety protection system and is adaptable to various commercial environments, helping users lower energy costs and improve power reliability [3] Group 3: Business Development and Market Trends - The company has made significant progress in its energy storage business, including the delivery of a 2MW/10MWh energy storage project in Japan and securing a contract for 100 units in the Belgian market [3] - The energy storage industry is entering a growth phase, driven by strong demand in sectors such as power, storage, and consumer electronics, leading to improved supply-demand dynamics [3][4] Group 4: Industry Position and Integration - As a leading supplier in the global photovoltaic manufacturing industry, the company has an annual production capacity of 40GW and is focused on integrating its supply chain to enhance competitiveness [4] - The company emphasizes collaboration with supply chain partners and customers to strengthen its market position and improve supply chain stability [4][5] Group 5: Research and Development Focus - The company is increasing its R&D investments in energy density, system efficiency, cost control, and safety performance, aiming to build a comprehensive competitive advantage in the energy storage sector [5] - The strategy includes optimizing product structure to create an integrated "photovoltaic + storage" industry chain, enhancing customer service capabilities and economic efficiency [5]