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储能迈入大电芯竞争,宁德时代、欣旺达、海辰储能、亿纬锂能竞逐升级
鑫椤储能· 2025-06-17 07:42
Core Viewpoint - The energy storage industry is rapidly evolving towards larger capacity cells, with major players like CATL, EVE Energy, and others announcing mass production of high-capacity energy storage cells, indicating a competitive shift in the market towards larger battery capacities [1][21][22]. Group 1: Industry Developments - CATL announced the mass production of a 587Ah energy storage cell, marking a significant step in the competition for large-capacity cells [1][10]. - EVE Energy has begun mass production of its 628Ah "Mr. Big" cell, which has been successfully integrated into a system that has been operating efficiently for over 10 months [5][7]. - Sungrow Power has launched a 684Ah energy storage cell, which boasts a cycle life of over 15,000 times and an energy density exceeding 440Wh/L [11][13]. - Haicheng Energy has produced the world's first 1175Ah long-duration energy storage cell, setting a new industry record for cell capacity [15]. Group 2: Technological Innovations - Xinwanda's 625Ah energy storage cell features a unique thermal separation design that enhances safety by directing pressure release during thermal runaway [4]. - The new generation of large-capacity cells is designed to improve energy density and lifespan, with some cells achieving over 95% energy efficiency and cycle lives exceeding 10,000 times [19][20]. Group 3: Market Dynamics - The competition among energy storage cell manufacturers is intensifying, with the top nine companies in the market being Chinese, and CATL leading globally [22][24]. - The market is expected to see a significant increase in the production of cells over 500Ah, with mass production timelines projected between Q2 2025 and Q2 2026 [22]. - The cost advantages of cells in the 300Ah to 500Ah range are highlighted, as they can support larger storage systems while maintaining lower production costs [22]. Group 4: Global Trade and Strategic Moves - The global trade environment, particularly U.S. tariffs, is impacting the energy storage sector, with Chinese companies holding a significant market share in the U.S. [24]. - Companies like EVE Energy and CATL are expanding their production capabilities overseas to mitigate tariff impacts, with new factories being established in Malaysia and Hungary [24].
2GWh!亿纬锂能获储能订单!
鑫椤储能· 2025-06-16 06:31
| -广告 | | --- | 关注公众号,点击公众号主页右上角" ··· ",设置星标 "⭐" ,关注 鑫椤储能 资讯~ 在户用储能领域,搭载亿纬锂能电池的三晶电气最新光储充一体机,基于智慧能源管理系统,可实时优 化家庭用电策略,匹配光伏发电与储能调度,让用户享受清洁能源带来的经济与环保双重收益。在工商 业储能领域,双方为商用能源项目提供定制化解决方案,通过储能系统深度耦合可提供更高效的能源调 度与峰谷套利能力,助力企业构建绿色低碳的能源体系。 本文来源:储能前沿 。 本公众号所发表内容注明来源的,版权归原出处所有(无法查证版权的或未注明出处 的均来源于网络搜集),如有侵权请及时联系删除。转载内容只以信息传播为目的,仅供参考,不代表本号认 同其观点和立场。内容的真实性、准确性和合法性由原作者负责。 鑫椤资讯成立于2010年,主要服务于炭素、锂电、电炉钢3大行业,是中国专业产业研究和顾问公司。鑫椤资 讯以研究为中心,提供数据库、产业前瞻预测、战略咨询和媒体宣传等服务。 6 月 11 日,上海国际光伏储能展会期间,广州三晶电气股份有限公司(简称:三晶电气)与亿纬锂能 ( 300014 )正式签署战略合作协议, ...
量产500+Ah电芯,远景动力沧州工厂传新动态
鑫椤储能· 2025-06-16 06:31
Core Viewpoint - Envision AESC has successfully launched the mass production of 500+Ah energy storage cells, becoming one of the first companies in the industry to achieve this milestone, which significantly enhances energy density compared to previous generations [1] Group 1: Product Development - The 500+Ah energy storage cells are categorized as the third generation of storage cells, following the first generation of 280Ah and the second generation of 314Ah [1] - These new cells are designed to fit the current market's mainstream 6+MWh energy storage system solutions, indicating a strategic alignment with market demands [1] Group 2: Manufacturing Capabilities - The Envision AESC Cangzhou battery super factory is the largest lithium battery production base in the Beijing-Tianjin-Hebei region, showcasing the company's extensive manufacturing experience and continuous process improvements [1] - The production line for the 500+Ah energy storage cells has set new industry records in terms of construction cycle, ramp-up speed, and yield improvement [1] Group 3: Future Expansion - The second phase of the Cangzhou battery super factory is under construction, with a planned annual production capacity of 20GWh, aimed at meeting global customer demands for high-quality power and energy storage battery products [1] - The factory will cover the entire battery core industry chain, including electrodes, cells, modules, and battery packs, with an expected production start in 2026 [1]
储能龙头联手,中车株洲所与宁德时代开启年度框架合作
鑫椤储能· 2025-06-13 03:01
Core Viewpoint - The collaboration between CRRC Zhuzhou Electric Locomotive Research Institute's Comprehensive Energy Division and CATL aims to promote high-quality and sustainable development in the energy storage industry, contributing to global energy transition [1][2][3]. Group 1: Partnership Details - A framework cooperation agreement was signed on June 12, 2025, focusing on mutual benefits, collaborative innovation, and sustainable development [1][2]. - The agreement was signed by key executives from both companies, highlighting the importance of this strategic partnership [2]. - The partnership will focus on energy storage system solutions, efficient energy utilization, microgrid construction, and smart energy services [2][3]. Group 2: Company Profiles - CRRC Zhuzhou's Comprehensive Energy Division is a key platform for implementing national "dual carbon" strategies, focusing on energy storage systems, hydrogen energy, and integrated energy solutions [2][3]. - CATL is a leading global new energy innovation technology company, known for its high-performance battery solutions, including a 587Ah cell with 8000 cycles and advanced safety features [2][3]. - CRRC Zhuzhou has ranked first in domestic market orders for energy storage projects for two consecutive years and holds a significant market share in the hydrogen energy sector [5].
宁德587Ah & 阳光684Ah, 谁是下一代储能最优解?
鑫椤储能· 2025-06-13 03:01
Core Viewpoint - CATL officially announced the mass production of the next-generation large-capacity energy storage cell, the 587Ah cell, emphasizing the creation of real value and exploring optimal solutions for the next generation of energy storage cells [1][4]. Group 1: Product Features - The 587Ah cell has undergone three years of research and testing, achieving a balance between legal compliance, system integration, and electrochemistry [2]. - The cell improves space utilization in integration, reducing the total number of system components from 30,000 to 18,000 while adhering to transportation weight limits [2]. - Key performance metrics include a 10% increase in energy density to 434Wh/L and a 25% increase in system energy density compared to the previous generation [5]. Group 2: Reliability and Safety - The 587Ah cell features a significant reduction in self-discharge rates and a lower failure rate compared to traditional stacked batteries [5]. - A three-dimensional defense system ensures safety under various conditions, achieving compliance with national safety standards [5]. - The cell has maintained a zero-accident record across over 256GWh deployed in more than 1,000 energy storage projects globally [5]. Group 3: Competitive Landscape - Just five days before CATL's announcement, Sungrow launched its own 684Ah stacked cell, highlighting the competitive nature of the energy storage market [6].
年产1200万支锂离子储能电芯项目落地
鑫椤储能· 2025-06-12 02:44
Core Viewpoint - The approval of the lithium-ion energy storage cell project in Mianyang, Sichuan Province, indicates a significant investment in the renewable energy sector, highlighting the growing demand for energy storage solutions in the region [1]. Summary by Relevant Sections - **Project Approval and Details** - The Mianyang Lithium Source project has been approved to produce 12 million lithium-ion energy storage cells annually [1]. - The project is initiated by Mianyang Lithium Source New Energy Co., Ltd., with an investment of 50 million yuan [1]. - **Investment and Equipment** - The project will utilize over 100 sets of intelligent equipment, including fully automatic mixing machines, coating machines, ear-rolling machines, assembly lines, and liquid injection machines [1]. - **Production Capacity** - The facility aims to achieve an annual production capacity of 12 million lithium-ion energy storage cells, which reflects the increasing capacity for energy storage solutions in the market [1].
宁德时代新突破
鑫椤储能· 2025-06-12 02:44
Core Viewpoint - CATL officially announced the mass production and delivery of the next-generation large-capacity energy storage cell, the 587Ah cell, emphasizing the creation of real value and exploring optimal solutions for the next generation of energy storage cells [1][3]. Group 1: Product Development and Features - The 587Ah cell has undergone three years of research and testing, achieving a balance between legal compliance, system integration, and electrochemistry [3]. - The cell has improved integration space utilization, reducing the total number of system components from 30,000 to 18,000, while adhering to safety regulations for hazardous materials transport [5]. - The 587Ah cell has enhanced safety, energy density, lifespan, and system efficiency, with a 5% increase in lifecycle return on investment compared to the previous generation [5]. Group 2: Manufacturing and Quality - The 587Ah cell boasts industry-leading quality and delivery capabilities, achieving a single defect rate at the PPB level (parts per billion) and a safety control level of 7.5 sigma, with a 50% increase in production rhythm and a 57% reduction in carbon emissions [7]. Group 3: Performance and Reliability - The energy density of the 587Ah cell reaches 434Wh/L, a 10% improvement over the previous generation, with a 25% increase in system energy density [9]. - The cell features a remarkable round-trip energy efficiency (RTE) initial value of 96.5%, and innovative self-healing electrolyte technology contributes to its long lifespan [9]. - The 587Ah cell significantly enhances reliability, with a fault rate one order of magnitude lower than traditional stacked batteries [9]. Group 4: Safety Standards - The cell incorporates a "three-dimensional defense system" consisting of safe electrolytes, non-propagating anodes, and heat-resistant separators, ensuring it does not catch fire or explode under overcharge, thermal runaway, or puncture conditions [9]. - The 587Ah cell has passed national mandatory standards tests, including GB/T 36276 and GB 44240 [9]. Group 5: Market Position and Future Outlook - CATL has continuously iterated its energy storage cell standards, with over 256GWh deployed globally across more than 1,000 projects, maintaining a zero-accident record [10]. - The 587Ah cell is positioned to set a new benchmark for quality and value in the energy storage industry amid the dual drivers of policy and market transformation [10].
2025年5月储能招投标分析
鑫椤储能· 2025-06-11 03:14
Core Viewpoint - The article highlights the significant growth in the energy storage sector in May, with a total of 7.02 GW and 29.14 GWh of energy storage projects awarded in China, indicating a robust market demand and competitive landscape [2]. Group 1: Market Overview - In May, there were 58 energy storage project bids, with a total awarded capacity of 7.02 GW and 29.14 GWh [2]. - The awarded projects included 23 energy storage system projects with a scale of 1.03 GW and 8.05 GWh, and 35 EPC projects with a scale of 5.52 GW and 19.81 GWh [2]. Group 2: Leading Companies - The top companies in the energy storage system bidding for May included Ronghe Yuanchu, Haibo Sichuang, CATL, Xinyuan Zhichu, Trina Storage, BYD, and CRRC Zhuzhou Institute [5]. Group 3: Pricing Analysis - For 2-hour energy storage systems, the bidding price ranged from 0.422 to 0.799 CNY/Wh, with an average winning price of 0.502 CNY/Wh [7]. - For 4-hour energy storage systems, the bidding price ranged from 0.423 to 0.511 CNY/Wh, with an average winning price of 0.481 CNY/Wh [7]. - In the EPC sector, the 2-hour energy storage EPC prices ranged from 0.555 to 1.456 CNY/Wh, with an average winning price of 1.053 CNY/Wh [7]. - The 4-hour energy storage EPC prices ranged from 0.608 to 1.2 CNY/Wh, with an average winning price of 0.805 CNY/Wh [7].
质变 · 因智变而生 | 为恒智能品牌焕新暨储能新品发布会圆满举行
鑫椤储能· 2025-06-11 02:02
Core Viewpoint - The article emphasizes the brand renewal and new product launch of Wei Heng Intelligent, showcasing its commitment to innovation in the energy storage sector and its strategic alignment with the ongoing energy market reforms and distributed energy transitions in China [2][30]. Industry Insights - The storage industry is at a critical juncture during the 14th Five-Year Plan, with significant policy support for energy storage integration into the new power system, highlighting the importance of storage in energy transformation [4][6]. - The global and domestic energy storage markets are evolving, with a focus on technological innovation to enhance the value of energy storage in the energy transition [4]. Company Developments - Wei Heng Intelligent has established a global presence, with products deployed in 38 countries and regions, covering various applications such as high-energy industrial manufacturing and virtual power plants [8]. - The company aims to reduce the total lifecycle costs of energy storage through continuous technological innovation and the development of a robust intelligent platform [8]. Brand and Product Strategy - The new brand logo and identity reflect Wei Heng Intelligent's commitment to sustainability, energy insight, and expertise in the energy storage field [10][12]. - The company is transitioning from a dual-brand operation to a unified global brand, focusing on extreme innovation, collaboration, and service to create value for partners [12]. New Product Launches - Three new product series were introduced: TIANWU D, PowerCore, and PowerAce, designed to address various industry challenges and provide high ROI intelligent solutions [14]. - TIANWU D features a compact design with high energy density and advanced safety systems, while PowerCore offers flexible configurations for diverse applications, and PowerAce is tailored for large-scale energy scenarios [16][17][18]. Technological Advancements - The PANGU 3.0 energy management platform integrates AI capabilities to enhance energy management, featuring dynamic demand tracking and real-time monitoring [21][23]. - The platform's AI engines significantly improve operational efficiency, reducing costs and enhancing revenue generation through intelligent energy management [23][24]. Future Outlook - Wei Heng Intelligent is positioned as a leader in the energy storage industry, with a focus on smart energy solutions and a commitment to driving the digital transformation of energy systems [30][31].
6GWh储能电芯项目蓬溪开工
鑫椤储能· 2025-06-10 01:32
本文来源: 蓬溪县融媒体中心 。 本公众号所发表内容注明来源的,版权归原出处所有(无法查证版权的或未 注明出处的均来源于网络搜集),如有侵权请及时联系删除。转载内容只以信息传播为目的,仅供参考,不代 表本号认同其观点和立场。内容的真实性、准确性和合法性由原作者负责。 鑫椤资讯成立于2010年,主要服务于炭素、锂电、电炉钢3大行业,是中国专业产业研究和顾问公司。鑫椤资 讯以研究为中心,提供数据库、产业前瞻预测、战略咨询和媒体宣传等服务。 四川中隆国科新能源科技有限责任公司董事长丁一表示,项目从接洽到签约落地仅用28天,蓬溪县"响应 快、服务优、效率高"的工作作风,让企业亲身见证了"蓬溪速度"的震撼力量,县委、县政府以"一站 式"服务打通项目落地全链条,为企业节省了50%的前期筹备时间。 企查查显示,四川中隆国科新能源科技有限责任公司成立于2025年4月,注册资本为3000万元。 ——The End—— -广告- 关注公众号,点击公众号主页右上角" ··· ",设置星标 "⭐" ,关注 鑫椤储能 资讯~ 6月5日,蓬溪县举行 年产700MW微风发电机组设备及6GWh储能电池生产项目 开工活动。市政协副主 席胡铭超 ...