-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~ 电 动 知 家消息，据《华尔街日报》当地时间 6 月 17 日报道，因美国本地政策不确定性加剧、 电动汽车市场增长放缓等因素，国际锂电企业集体调整在美电动车与电池投资项目。其中，电池 制造商远景动力暂缓美国南卡动力电池项目， 主动提速储能业务，位于田纳西工厂的储能产线已 于今年 4 月率先投产 。报道同时提及，福特汽车位于肯塔基州、密歇根州的两个电池项目同样 面临搁置风险，通用汽车则已出售其密歇根州工厂的股份。 就在近期，远景动力位于法国杜埃的电池超级工厂正式投产，交付的动力电池已助力雷诺 R5 车 型拿下了欧洲电动汽车销售冠军。该工厂为远景动力全球范围内投产的第九个工厂，也欧洲目前 少有的具备规模效应的本地电芯制造工厂。法国总统埃马纽埃尔 · 马克龙出席了投产仪式。 今年 5 月，远景动力宣布英国桑德兰超级工厂完成项目融资，预计 2025 年下半年建成投产，为 日产等头部电动汽车公司提供高性能电池产品。 ——The End—— 据悉，远景动力田纳西工厂是整个北美市场首个投产的储能电芯工厂，目前正快速爬产，交 ...

Core Viewpoint - The article highlights the increasing frequency of energy storage system fires in South Korea, raising concerns about the safety of lithium-ion batteries and the challenges facing the country's ambitious energy storage plans [1][2][3]. Group 1: Recent Incidents - A fire occurred on June 16, 2025, at a storage facility in Pohang, South Korea, involving 8,392 battery modules, with significant damage reported [1]. - This incident marks the fifth energy storage fire in South Korea this year and the second in June alone [1][2]. - Previous incidents include a fire on January 4, 2025, causing an estimated loss of 25 million KRW, and another on March 9, 2025, with damages estimated at 10 billion KRW [2]. Group 2: Safety Concerns - The South Korean fire department reported that 92% of historical energy storage fires are directly related to defects in lithium-ion batteries, including manufacturing flaws and insulation failures [3]. - Despite mandatory fire barriers and real-time monitoring systems, the enforcement of charging rate limits remains inadequate, highlighting a significant gap in technology and management [3]. Group 3: Implications for Future Plans - The recent spate of fires poses a serious challenge to South Korea's plan to advance a 20GW/6h battery storage initiative, emphasizing the urgent need for improved safety measures [2].

Core Viewpoint - Powin, a major player in the energy storage sector, has filed for bankruptcy due to overwhelming debt and operational challenges, highlighting the vulnerabilities of American energy storage companies in the face of changing trade policies and competition from Chinese manufacturers [1][2][4]. Group 1: Company Background and Growth - Powin was established in 1989, initially focusing on consumer goods before pivoting to energy storage in 2010, eventually becoming a leading energy storage integrator in the U.S. [7][10]. - The company gained prominence after successfully deploying a storage system during the Aliso Canyon gas leak in California in 2016, marking its official entry into the energy storage market [8][9]. - By 2024, Powin had secured partnerships with major companies, including Berkshire Hathaway Energy, positioning itself as a model of American innovation and manufacturing [10][11]. Group 2: Business Model and Risks - Powin's business model relied heavily on assembling standardized energy storage systems from purchased components, resulting in low research and development investment and a lack of technological barriers [12][13]. - The company faced significant risks due to its dependence on foreign supply chains, with over 90% of its battery cells sourced from Chinese manufacturers [19][20]. Group 3: Impact of Trade Policies - The imposition of a 145% tariff on lithium batteries under Trump's administration severely impacted Powin's cost structure, leading to operational halts [17][24]. - The deteriorating U.S.-China trade relations and subsequent tariffs created a challenging environment for American energy storage integrators, further straining their profit margins [20][22]. Group 4: Competitive Landscape - Chinese battery manufacturers, such as CATL and BYD, have begun to dominate the market by vertically integrating and offering competitive products, significantly undercutting American firms on cost [28][29]. - In 2024, Chinese companies held six of the top ten positions in global energy storage system shipments, while American firms occupied only four [28]. Group 5: Technological Challenges and Decline - Powin's neglect of technological development led to product failures, including three significant incidents in 2023, which highlighted its weak integration capabilities [32]. - The company's rapid expansion and subsequent financial strain, coupled with frequent product issues, ultimately resulted in a breakdown of its financial structure [32][34]. Group 6: Conclusion - Powin's downfall serves as a cautionary tale about the fragility of American manufacturing in the energy sector, particularly in the face of aggressive foreign competition and erratic domestic policies [36].

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].

| -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， ...

远景动力沧州电池超级工厂位于沧县沧东经济开发区，是目前京津冀地区最大的锂电池生产基地，依托 公司在全球制造基地积累的丰富量产经验与持续工艺改良，500+Ah储能电芯产线在建设周期、爬产速 度、良率提升等方面不断刷新行业纪录。目前，远景动力沧州电池超级工厂二期项目正加紧建设中，项 目规划年产能20GWh，将围绕全球客户需求，生产高品质动力、储能电池产品，覆盖电极、电芯、模 组、电池包等电池核心产业链，预计2026年投产。 ——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~ 近日，远景动力沧州电池超级工厂正式下线500+Ah储能电芯，成为业内率先实现500+Ah电芯量产的 企业之一。据了解，按照容量不同，市场主流应用储能电芯可划分为三代产品：第一代为280Ah产品， 第二代以314Ah容量为代表，500Ah及以上容量为第三代储能电芯。 远景动力此次量产的500+Ah电芯将适配当前市场主流6+MWh储能系统方案。相较上一代产品大幅提升 了单体储能集装箱能量密度。该产品已配套行业头部储能集成企业，实现"量产即出海"，为沧州新能源 产业发展提供有 ...

中车株洲所综合能源事业部副总经理臧晓笛、宁德时代新能源科技股份有限公司零碳能源事业部副 总裁李越代表双方签署协议。中车株洲所综合能源事业部党委书记、总经理唐远远，宁德时代新能 源科技股份有限公司零碳能源事业部执行总裁肖丽娜出席并见证签约。 中车株洲所综合能源事业部是中车株洲所践行央企担当、承接国家 "双碳"战略的重要产业平台，聚 焦储能系统、氢能、综合能源等业务领域，传承高铁核心技术，打造了以 IGBT 芯片 、变流器、控 制软件为核心"从器件到部件到整机到系统"的完整产业链 ，实现"源网荷储"一体化布局。 宁德时代新能源是全球领先的新能源创新科技公司，致力于为全球新能源应用提供一流解决方案和 服务。宁德时代 587Ah 电芯不仅具备 8000 次循环寿命和 434Wh/L 的能量密度，更通过四维安 全技术实现了热稳定性的质的飞跃，为产品提供了全生命周期的高效可靠运行保障。 此次签约标志着两家行业领军企业强强联合，双方基于共同的愿景和目标，重点围绕 储能系统解决 方案、能源高效利用、微电网建设、智慧能源服务 等方向开展全方位合作，共同开拓市场，引领技 术发展，为客户提供更优的综合能源价值。 | 储能数据库产品 ...

-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10日，"真实的能量"宁德时代2025储能587技术日在上海举办，正式宣布量产交付下一代大 容量储能专用电芯——587Ah电芯。 率先正式量产587Ah电芯的同时，宁德时代以创造真实价值 为理念，与行业共探下一代储能大电芯最优解，共商有序健康发展。 以上内容来自宁德时代官微。 得益于全球领先的智造水平，宁德时代587Ah电芯还拥有行业领先的品质和交付能力，实现了单 体缺陷率达到PPB级（十亿分之一），安全把控等级达7.5西格玛，生产节拍提升50%，碳排放 减少57%。 以真性能·真安全·真可靠定义储能真实价值，这是宁德时代这次发布会的理念核心。 宁德时代提出，其587Ah电芯以真性能、真可靠、真安全和真交付，向储能客户呈现真实的价 值。 真 性 能 ： 通 过 对 磷 酸 铁 锂 材 料 体 系 的 革 命 性 升 级 ， 宁 德 时 代 587Ah 电 芯 能 量 密 度 达 到 434Wh/L，较上一代提升10%，系统能量密度提升25%；通过机械结构、化学体系以及极片设 计三方面的突破，使充放电循环中 ...

-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~ 近日，四川省绵阳市盐亭县绵阳锂源年产1200万支锂离子储能电芯项目获批，盐亭县生态环境局 对项目环评文件予以公示。 盐亭县绵阳锂源年产1200万支锂离子储能电芯项目建设单位为绵阳锂源新能源有限公司，项目投 资5000万元，在原有厂房内，购置全自动搅拌机、全自动涂布机、全自动卷耳机、全自动装配 线、注液机等智能设备100余台套，形成年产1200万支锂离子储能电芯能力。 ——The End—— 本文来源： 盐亭县生态环境局 。 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。 ...

在储能项目的核心需求——安全可靠性、能量密度、寿命衰减、系统效率上，宁德时代587Ah 电芯均实现全面提升，全生命周期投资回报率较上一代产品提升5%。 | -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10日，"真实的能量"宁德时代2025储能587技术日在上海举办，正式宣布量产交付 下一代大容量储能专用电芯——587Ah电芯。 率先正式量产587Ah电芯的同时，宁德时 代以创造真实价值为理念，与行业共探下一代储能大电芯最优解，共商有序健康发展。 宁德时代587Ah电芯 定义大容量储能最优解 储能电芯并非越大越好已是行业共识，宁德时代587Ah电芯历经三年研发测试，在法律规范、 整站匹配、系统集成与电化学间找到黄金平衡点。 在集成空间利用率上，宁德时代587Ah电芯取得新突破。基于主流的20尺箱体和1500V PCS 电压及功率段，宁德时代通过精密计算简化系统结构，减少电池模块、电箱数量同时，将系统 零部件总数从3万个减至1.8万个。以这款电芯集成的天恒储能系统严格遵循45吨危险品运输 限重，杜绝业内因超容而导致的超重违规及运输安全 ...