文 | 海南电力交易中心 9月2 2日，海南电力交易中心发布关于征求海南独立储能参与电力市场交易实施方案（试 行）（征求意见稿）意见的通知。 准入条件要求， 额定功率在5兆瓦及以上，额定功率下可持续充电、放电时间均不低于1 小时。 起步阶段，独立储能自主选择参与辅助服务市场或现货市场的时段，其中辅助服务市场中 标时段，不再参与电能量市场出清。适时推进独立储能同时参与现货市场和辅助服务市 场。 参与现货市场交易的独立储能纳入"两个细则"深度调峰补偿计算 ，即调峰困难时段（按 照"两个细则"判定标准）内独立储能按照市场出清结果或调度要求进入充电状态时，对其 充电电量进行补偿，补偿分摊按照"两个细则"相关规定执行。 独立储能以充电和放电两个独立交易单元参与中长期电能量交易，充电交易单元参照用电 侧购电单元管理（不可被售电公司代理）， 放电交易单元参照发电侧售电单元管理。储 能参与市场交易参数取值详见附表。 独立储能可参与年度、月度、周、多日等周期的双边协商、挂牌和集中竞价交易，双边协 商与挂牌交易需带分时量价曲线，具体以实际交易安排为准。 独立储能不参与绿电交易 和电网代理购电交易。 现阶段，充电和放电交易单元只允 ...

A new quarter of numbers is coming, but the long-term decision still hinges on where Tesla's profits will come from over the next few years.Tesla (TSLA 2.27%) reports results next month, and investors will be watching for evidence that the business is stabilizing after a significant pullback in vehicle sales trends. The electric vehicle (EV) maker sells premium cars, a growing suite of energy-storage products, and paid software for its vehicles, e.g., Tesla's Full Self-Driving (Supervised) software. The mix ...

Key Points Not for the first time in the past few weeks, an analyst raised his price target on the shares. He also maintained his existing buy recommendation. 10 stocks we like better than Eos Energy Enterprises › Investors were clearly charged by the latest news about energy storage company Eos Energy Systems (NASDAQ: EOSE) on Friday. On the back of an analyst's price target raise, Eos saw its share price improve handsomely by more than 8% that trading session. This was more than good enough to to ...

Unveils its 250kW / 430kWh commercial & industrial battery energy storage solution, expanding product roadmap beyond residential; Launches NV16kW AC hybrid inverter with 24kW PV input, delivering more power and solar integration; Inks LOI to acquire strategic assets of Neubau Energy, expanding market opportunity while mitigating tariffs SAN DIEGO, Sept. 19, 2025 (GLOBE NEWSWIRE) -- NeoVolta Inc. (NASDAQ: NEOV), a U.S.-based energy technology company delivering scalable storage, for resilient residential and ...

公司收购动态 - SES AI完成对中国储能公司UZ Energy的收购 交易金额约为2550万美元 未考虑基于财务表现的潜在获利调整[2] - 收购使公司产品范围有效扩大 通过利用UZ强大的营销团队和硬件平台加速增长战略[1][5] 股价表现 - 收购消息公布后SES AI股价单日上涨近22% 大幅超越标普500指数0.5%的涨幅[1] 业务拓展 - UZ Energy专注于储能系统(ESS)技术 产品面向工业和商业客户[4] - 被收购时UZ Energy已部署超过500兆瓦时的储能容量[4] - 公司瞄准全球3000亿美元规模的ESS市场 重点扩大在美国市场份额[5] 目标市场 - 数据中心成为重要目标客户群体 预计到2028年其在美国电力消费占比将增长三倍[5] - 人工智能技术发展推动数据中心建设和扩张持续保持强劲势头[5]

The share price of Energy Vault Holdings, Inc. (NYSE:NRGV) surged by 27.68% between September 9 and September 16, 2025, putting it among the Energy Stocks that Gained the Most This Week. Energy Vault Holdings (NRGV) Rallied This Week. Here is Why. Energy Vault Holdings, Inc. (NYSE:NRGV) develops and deploys utility-scale energy storage solutions in the United States, Australia, and internationally. Energy Vault Holdings, Inc. (NYSE:NRGV) jumped this week after it was reported that the company’s CEO, Rob ...

The share price of Fluence Energy, Inc. (NASDAQ:FLNC) surged by 10.62% between September 9 and September 16, 2025, putting it among the Energy Stocks that Gained the Most This Week. Fluence Energy (FLNC): Among the Energy Stocks that Gained This Week Fluence Energy, Inc. (NASDAQ:FLNC) is a global market leader delivering intelligent energy storage and optimization software for renewables and storage. Fluence Energy, Inc. (NASDAQ:FLNC) gained following recent reports that the company is set to provide th ...

**行业与公司** 中国储能行业 涉及公司包括宁德时代（300750 SZ）、比亚迪（002594 SZ/1211 HK）、阳光电源（300274 SZ）、国电南瑞（600406 SH）[3][5][8][9] **核心政策与目标** 中国国家发改委和能源局于2025年9月12日联合发布《储能发展专项行动计划（2025–2027年）》 设定2027年储能累计装机目标180GW 配套投资2500亿元人民币（约350亿美元）[3][8] 技术路线以锂离子电池为主导 同时通过试点项目鼓励钠离子电池、全钒液流电池、压缩空气储能和氢能等其他技术[3][8] **政策动因与必要性** 解决西部省份可再生能源弃电问题 例如西藏2025年上半年太阳能弃电率高达33.9%[4][8] 应对电网峰时负荷压力 2025年7月全国负荷首次突破1.5TW[4] 允许储能独立参与电力现货交易和辅助服务市场 加速储能资产货币化[4][8] **行业现状与基础** 截至2025年上半年 中国已投运储能装机容量95GW/222GWh 提前超额完成“十四五”规划30GW目标[8] **受益领域与公司** 电池制造商（宁德时代、比亚迪）受益于锂离子技术主导地位及钠离子等新技术布局[5][8][9] 系统集成商（阳光电源）因储能与逆变器捆绑需求增长而受益[9] 智能电网供应商（国电南瑞）需处理分布式储能资产和跨省电力平衡需求[9] **潜在风险** 快速扩张可能引发产能过剩和利润率压力 类似光伏行业动态[9] 若补偿机制滞后于监管目标 缺乏健全的市场定价机制可能导致资产搁浅[9] **估值与风险声明（公司特定）** 宁德时代风险包括中国电动车销售不及预期、欧洲市场拓展失败、竞争对手电池技术突破[11] 比亚迪风险包括新能源汽车支持政策变化、关键原材料价格波动、市场竞争加剧[13] 阳光电源风险包括全球光伏和储能需求放缓、成本下降和产能扩张不及预期[14] 国电南瑞风险包括订单增长放缓、原材料成本上涨、特高压项目进度延迟[12] **其他重要信息** 政策巩固中国作为全球最大储能市场和供应链中心的地位 强化从电池制造到系统集成的全球主导权[5] 中国在钠离子和液流电池等新兴技术领域抢先布局 为潜在出口市场提供先发优势[5] 所有提及公司均被UBS给予“买入”评级 价格数据截至2025年9月12日[26]

Fluence Energy, Inc. (NASDAQ: FLNC) has secured a Tier 1 designation for energy storage systems in S&P Global Commodity Insights’ inaugural Premier List of Tier 1 Cleantech Companies, a classification that identifies top-tier suppliers across solar, wind, and storage technologies. The recognition highlights Fluence’s market position as one of the most bankable and reliable storage providers, with evaluation criteria spanning manufacturing scale, market presence, financial performance, and sustainability. ...

Flux Power (FLUX) stock has achieved its sixth consecutive day of gains, resulting in total returns of 113% for this time frame. The gains come after the company posted strong Q4 2025 results with revenue rising 25% year-over-year and gross margins improving significantly to 34.5% from 26.8% last year. The microcap stock is now 99.4% higher than its price at the close of 2024. In comparison, the year-to-date returns for the S&P 500 stand at 12.3%.This photo taken on March 12, 2021 shows a worker with car ba ...