近100GWh！比亚迪、远东股份等晒储能订单

行家说储能03-03 12:40

今日（3月3日），马年闹元宵，别人赏花灯，储能企业“晒”订单。远东股份2026年储能订单已超9亿元，比亚迪累计装机近39GWh，阿特斯、天合光能年度出货目标均超14GWh，海博思创更是预计2026年国内储能市场出货60GWh，晶科科技在建及储备储能项目规模已超10GWh。▋远东股份：2月储能系统订单已超3亿3月3日，远东股份披露《关于子公司中标项目的提示性公告》称，其子公司中标/签约千万元以上合同...

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BYD, Far East Co., Ltd. and others release energy storage orders","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"81211":0.6,"600869":1.93,"601778":1.85,"688559":1.86,"688599":1.84,"002594":1.95,"BYDDY":1.95,"CSIQ":1.88,"HYDD.SI":0.6,"01211":1.95},"content_text":"今日（3月3日），马年闹元宵，别人赏花灯，储能企业“晒”订单。远东股份2026年储能订单已超9亿元，比亚迪累计装机近39GWh，阿特斯、天合光能年度出货目标均超14GWh，海博思创更是预计2026年国内储能市场出货60GWh，晶科科技在建及储备储能项目规模已超10GWh。▋远东股份：2月储能系统订单已超3亿3月3日，远东股份披露《关于子公司中标项目的提示性公告》称，其子公司中标/签约千万元以上合同订单合计为人民币88723.45万元，其中，储能系统合同订单总价合计约3.08亿元。2026年以来，远东股份子公司的储能系统订单已超9亿元。2月，在远东股份披露的1月子公司中标/签约千万元以上合同订单中，其储能系统相关合同金额为5.94亿元，涉及的区域包括中国及欧洲，合同总价分别是5.8亿元、1432.32万元。▋比亚迪：1月斩获4项储能订单3月2日，比亚迪公布2026年2月产销快报：新能源汽车动力电池及储能电池装机总量约为18.773GWh，同比增长12.45%；2026年累计装机总量约为38.96GWh。据行家说储能此前报道，比亚迪于2月与原储能系统分销商土耳其Solinved公司签署2GWh储能（刀片）电芯供应及电池PACK技术支持协议。另悉，针对国内储能市场，比亚迪在1月份已经斩获4个大型储能项目的订单，包括：中国绿色发展投资集团有限公司2025第17批集中采购招标（Package 1006）-2026年锂铁磷电化学储能系统设备年度框架采购；国天能源阿尔萨高新技术区200MW/800MWh电网独立新储能电站项目储能系统设备采购；中国电能邯丹投资新能源（曲州400兆瓦，成安450兆瓦）项目储能系统设备采购；中国电建平山湖100兆瓦风电项目储能系统设备采购（招标）。▋阿特斯：预计2026年公司储能出货14-17GWh3月2日，阿特斯发布《投资者关系活动记录表》，披露了储能相关数据：2026年集团全球储能预计出货14-17GWh，整体呈现健康增长趋势。结合此前调研信息发现，其中非美市场（如加拿大、欧洲、澳洲）将贡献约阿特斯全年三分之二出货量。此外，2026年其户储业务的规模和盈利也有望迎来双升，其将在欧洲、日本等核心市场持续扩大份额。针对美国储能及其它海外市场，阿特斯在记录表中表示了关键两点：一是针对美国市场，随着现有“安全港”项目逐步结束及新项目启动，客户对供应链资质、材料认证能力及长期稳定交付能力的要求显著提升，预期价格和利润能够合理增厚；二是针对美国以外市场，大型储能业务正从英国、加拿大、智利、澳大利亚等原有区域，加速拓展至欧洲、日本及其他国家，覆盖范围持续扩大，聚焦以完整资质、抗风险能力、系统集成能力及长期支持能力服务于优质客户，而非陷入硬件价格战。▋海博思创：预计2026年国内储能市场出货60GWh此前，海博思创曾公布2026-2028年三年300GWh的出货规划，各年度目标分别为70GWh、100GWh、130GWh；预计2026年国内市场出货60GWh，占比86%。而三年出货目标中的200GWh则指向独立储能与数据中心两个应用场景。业绩方面，2025年度，海博思创实现营业收入116.04亿元，同比增长40.32%；归属于母公司所有者的净利润9.49亿元，同比增长46.49%。此次，海博思创营收突破百亿，且继续保持营收增长的态势。据计算，2020年-2025年，海博思创营业收入复合增长率高达82.6%。▋晶科科技：在建及储备储能项目规模已超10GWh3月2日，晶科科技在公布的《投资者关系活动记录表》中透露储能业务进展情况，公司在建及储备储能项目规模已超10GWh，涵盖电网侧、 用户侧、光储一体化等多类型储能应用场景。未来，晶科科技将进一步扩大各类储能项目建设规模，在快速规模化放量的同时积极践行“轻重结合”商业模式，着力打造公司新的业务增长极。当前，晶科科技储能业务正加速开发脚步、彰显全国多点布局： 位于甘肃、安徽等地的共 560MWh 大型网侧储能项目已于2025年接连并网；河北秦皇岛400MWh亦已于去年年底开工。此外，晶科科技在华北、西北、华东、东南、华中等地合计约 4GWh 独立储能电站项目均有计划近期开工；在全国多地另有多个储能项目入选省新型储能项目建设清单。近日，晶科科技还与通辽市能源投资集团、中国水利水电第六工程局签署了战略合作协议，将联合打造蒙东地区以新型储能为节点的智能化、数字化标杆项目。▋天合光能：2026年计划出货15-16GWh日前，天合光能表示，公司2025年储能出货超8GWh，其中海外出货占比超60%，2026年计划出货15-16GWh，目前海外在手订单已超12GWh，预计2026年外销比例将进一步提升。因公司订单饱满度高，未来对于订单会自主选择，或通过外购电芯方式匹配低价值订单。业绩方面，2025年度，天合光能公司实现营业收入672.79亿元，同比下降16.2%；归属于母公司所有者的净利润亏损69.94亿元，上年同期亏损34.43亿元。据其表述，报告期内，依托成熟的全球化系统解决方案能力和高效交付服务体系，天合光能储能业务海外市场出货量实现快速增长，市场份额显著提升。借元宵吉气，行家说储能祝各位储能人：今日纳福，明日开单，2026一路狂飙","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.36.2","shortVersion":"4.36.2","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2616318802","isCrawlerRequest":true}