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北京时间·源无时间·以抓取为准·⟳ 抓取 11:31:33·⚡ 决策 07-11 11:36:28 +4m55s·108.2 天前

中天科技称柬埔寨GS12 100MW/200MWh构网型储能项目完成全系列运行测试

这是公司官网发布的海外储能EPC项目测试/投运进展,方向上利好中天科技的海外储能系统集成与EPC能力背书。

📄 原文中天科技新闻↗ 原文
ZTT has successfully completed a full series of grid-forming operational tests for the GS12 100MW/200MWh Battery Energy…
不做 中天科技(600522.SH)
这是已知海外储能项目的测试完成里程碑,非新签订单,金额和利润弹性未披露,且项目测试信息此前已有传播,短线edge不足。
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)

研究档案

🔎 新鲜度:最早出现 2025-05 · 扩散 medium · price-in 风险 medium ↗ ↗ ↗

消息传播链

  1. 2025-05首发EDC采购文件一手源原文 ↗
    EDC采购文件已出现100MW/200MWh Battery Energy Storage System项目,说明项目并非今日才被市场首次知晓。
  2. 2026-06社交扩散Facebook非一手原文 ↗
    社交平台约4周前已有EDC与ZTT进行100MW/200MWh BESS黑启动测试的内容,项目测试进展已有外部传播。
  3. 2026-07-11 11:31 SH官方确认/否认ZTT官网一手源原文 ↗
    中天科技官网确认GS12 100MW/200MWh构网型储能项目完成黑启动、孤网运行、并网恢复等全系列测试。
    市场反应:A股周末闭市,无法观察公告后即时成交反应。

关键理由

  • 这是公司官网发布的海外储能EPC项目测试/投运进展,方向上利好中天科技的海外储能系统集成与EPC能力背书。
  • 但该项目本身并非新签订单,公开检索显示EDC采购文件和社交平台黑启动测试信息已在此前出现,今日更像项目里程碑确认而非新增收入催化。
  • 中天科技总市值约1567亿元,公告未披露项目金额和新增利润,100MW/200MWh单体项目即使按储能EPC常见规模估算,对公司收入和市值弹性也难以形成短线重定价。

主要风险

  • 项目金额、毛利率和中天科技实际经济权益未披露,无法把本次测试完成量化为确定的业绩增量。
  • 中天科技近20日波动很大且5日下跌8.58%,该公告不足以单独扭转高波动交易状态。

反向证据

  • 做多前查反向 · 来源 kb_search · 日期 2026-07-11 · 影响 weakens
    内部库未命中该项目的新增订单或金额确认,仅命中泛储能和无关科技早报,不能支持强交易催化。
    检索:中天科技 柬埔寨 GS12 100MW 200MWh 储能 EPC EDC
  • 做多前查反向 · 来源 kb_search · 日期 2026-03-05 · 影响 weakens
    内部库更多强调中天科技海缆和海外电力传输竞争力,未给出储能EPC对公司收入的明确占比或该项目业绩弹性。
    检索:中天科技 储能 业务 收入 占比 海外 EPC 订单 原文 ↗
工具调用 · 历史记录,结果未知(3 种)
  • normalize_ticker · 结果未知
  • kb_search · 结果未知
  • stock_quote · 结果未知

原文全文

展开原文 · 2,831 字
ZTT has successfully completed a full series of grid-forming operational tests for the GS12 100MW/200MWh Battery Energy Storage System (BESS), the first large-scale grid-forming energy storage project developed for Electricité du Cambodge (EDC) under an EPC contract.
The successful completion of the comprehensive testing program—including black start, regional grid restoration, islanded operation, multi-source power plant startup and grid connection, synchronized reconnection to the main grid, and seamless transition between grid-connected and off-grid operation—marks a major milestone in the project. Throughout the tests, the BESS operated safely and reliably, with all key performance indicators meeting the expected requirements.
The tests attracted significant attention from EDC, with the utility's Deputy General Director and the head of the National Dispatch Center attending the on-site demonstration.
During the testing process, ZTT's grid-forming energy storage system demonstrated outstanding operational capabilities under complex grid conditions. The system successfully energized multiple 100MVA main transformers, restored 182.8 kilometers of 230kV transmission lines, and re-energized four 230kV substations, providing stable power support for more than 55MW of regional electricity demand.
The project also successfully enabled the startup and grid synchronization of the Kamchay Hydropower Plant, followed by the successful startup and synchronized grid connection of the CIIDG coal-fired power plant, validating the system's capability to coordinate multiple generation sources during grid restoration. These achievements fully demonstrated the advantages of grid-forming BESS in supporting black start, maintaining stable islanded operation, coordinating diverse power sources, and accelerating power system recovery following grid disturbances.
EDC highly commended the successful test results, recognizing ZTT's contribution to strengthening Cambodia's grid resilience, improving power system stability, and enabling faster restoration of electricity supply.
As Cambodia's first large-scale grid-forming energy storage project, the successful commissioning of the GS12 BESS establishes a benchmark for the deployment of advanced energy storage technologies across the country's power system and provides a proven model for future large-scale energy storage applications.
Looking ahead, ZTT will continue expanding its presence in overseas power and energy storage markets by leveraging its strengths in energy storage system integration, EPC project delivery, and global execution capabilities. The company remains committed to supporting Cambodia's long-term power infrastructure development while contributing innovative solutions to the global transition toward resilient, low-carbon power systems.

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