节点：下游（终端消费/应用）位置：下游情绪：利好参考度：8/10
行业媒体报道，近日，0013;湘资本新能源公司为恒云储凉州区100MW/400MWh电网侧独立储能项目举行开工仪式，地点位于甘肃武威凉州区。该项目规划终期规模达200MW/800MWh ，一期建设100MW/400MWh ，一期总投资约4亿元。其建设内容涵盖储能设施、35kV电缆线路、110KV升压站及站内道路等工程。
从行业整体发展来看，2025年上半年，中国新型储能新增装机量显著增长，达21.9GW/55.2GWh ，同比分别增长69.4%与76.6% 。531之后，整体并网节奏保持稳定，据此预测2025全年新型储能新增装机有望突破43GW/110GWh 。
国海证券指出，中国外储能领域的景气信号不断显现，需求超出预期。在海外市场，据相关统计，2025年1 – 9月，中国企业海外储能合作签约..
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