AEMO Sets 2026 Strategy: Grid-Forming ESS as Core

Recently, Nanning Urban Construction Investment Group and Huahui New Material Technology Co., Ltd. signed an agreement for the lithium/sodium battery dry-process separator intelligent manufacturing project. The total investment for the project is approximately 500 million yuan. It plans to build a new production line with an annual capacity of 1 billion square meters of dry-process separators for lithium/sodium batteries. The project will introduce Guangxi's first new-generation dry-process uniaxial stretching and 4.2-meter-wide biaxial stretching battery separator production line. It is expected that upon reaching full capacity, the annual output value will be approximately 800 million yuan, creating 170 jobs, and establishing the first battery base film production base in Guangxi.

Recently, the Binhe Haoyu 100MW/200MWh independent energy storage station in Zhucheng completed acceptance and entered commercial operation. The project was invested in by an energy storage industry fund jointly initiated by Corun, CALB, and Kaibo Capital. It was jointly developed by members of the large energy storage ecosystem consortium, including Corun, CALC, Goxia Technology, Duanrui Technology, and Star Energy New Energy. The station adopts a hybrid energy storage technology route combining "lithium iron phosphate + all-vanadium redox flow batteries," which can meet the grid's full-time-scale regulation needs while significantly reducing the lifecycle levelized cost of energy, enhancing overall system economy and safety, and maximizing operational efficiency and economic benefits.

GAC Group announced that in March 2026, automobile production was 193,800 units, up 2.60% YoY, and sales were 176,900 units, up 1.68% YoY; cumulative production for the year was 394,800 units, down 3.99% YoY, and cumulative sales were 379,900 units, up 2.38% YoY. In March, NEV production and sales were 56,163 units and 57,577 units, up 18.91% YoY and 72.58% YoY, respectively.