Core Viewpoint - The article discusses the shift in the electric vehicle (EV) battery market from nickel-cobalt-manganese (NMC) batteries to more cost-effective lithium iron phosphate (LFP) batteries, driven by automakers like General Motors (GM) aiming to reduce costs and appeal to a broader consumer base [1][2]. Group 1: Transition to LFP Batteries - General Motors is actively transitioning to LFP batteries to lower EV costs, with major suppliers LG Energy Solution and Samsung SDI planning to establish LFP production in the U.S. [1] - If LG Energy Solution and Samsung SDI can expedite their efforts, their factories may become the first LFP battery plants in the U.S., potentially ahead of Ford's collaboration with CATL [1][2]. - Samsung SDI's $3.5 billion joint venture with GM in Indiana is set to produce prismatic battery cells by 2027, with facilities being repurposed from NMC to LFP production [2]. Group 2: Cost Implications and Market Position - GM's transition to LFP batteries is expected to reduce the cost of the Silverado EV by up to $6,000 compared to NMC battery packs [3]. - Currently, several EV models, including entry-level Tesla Model 3 and Model Y, Ford Mustang Mach-E, and Rivian R1T and R1S, already utilize LFP battery packs [3]. Group 3: Future Battery Development - GM is also exploring a new battery chemistry called lithium manganese rich (LMR), which reduces the use of expensive nickel and cobalt while increasing manganese content, aiming for over 400 miles (approximately 643.74 kilometers) of range at a cost comparable to LFP batteries [4].

| -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~ 5月26日，Infolink发布2025年第一季度全球储能系统出货排名，据了解，该榜单分为 交流侧与 直流侧 两部分。此前，储能产业网就分析过直流侧储能、交流侧储能、 交直流一体储能 有何优 势？有哪些代表企业？直流/交流侧、交直流一体储能全球竞速，谁能稳坐头把交椅？ 据Infolink发布的数据显示，2025年第一季度全球储能系统出货量达71.5GWh，创下历史新 高。 具体来看，2025 年第一季度全球储能系统集成商（ 交流侧 ）Top5 企业包括 阳光电源、 Tesla、比亚迪储能、海博思创、中车株洲所。 | 序 号 | रू बा | | --- | --- | | 1 | 阳光电源 | | 2 | Tesla | | 3 | 比亚迪储能 | | 4 | 海博思创 | | 5 | 中车株洲电力机车研究所 | 数据来源：Infolink 其中阳光电源凭借美洲、中东等核心市场的大批量出货超越特斯拉，拿下全球第一。据悉，自 2024 年三季度起，阳光电源已连续三季单季度出货超越特斯拉。 ...

Globeleq 可 再 生 能 源 主 管 Paolo de Michelis 表 示 ： " 我 们 很 高 兴 与 阳 光 电 源 就 我 们 在 南 非 的 153MW/612MWh 红沙 BESS 项目签署供应和 15 年长期服务协议条款清单，这是撒哈拉以南非洲迄今 为止最大的独立电池储能项目。开发 BESS 项目涉及应对复杂的挑战，需要所有项目合作伙伴做出长期战 略承诺，以确保项目的成功。阳光电源在南非的业绩记录、高质量的技术和竞争力将有助于克服这些挑 战，并提供可靠的项目和稳定的电网。" $$\underline{{{\bf\mathrm{\bf~-The~End}}}}$$ Red Sands 电池储能项目是南非首个电池储能独立发电商采购计划 （BESIPPPP） 的一部分，位于北开 普省，乌平顿东南约 100 公里处。它将成为非洲最大的独立电池储能系统。 该项目将使用大约 5 公顷（12 英亩）的土地，并将通过 Eskom Garona 变电站连接到电网。该项目的 战略定位是通过提供负载转移和电网稳定等关键服务来支持南非的电力系统，促进可再生能源的整合，并 解决持续的能源供应挑战。 根据签署 ...

Aurora项目由太阳能发电厂（220MWdc）与1GWh储能系统组成，旨在为智利20万户家庭提供 全年无碳电力。 中创新航提供的储能电芯基于其自主研发的"至久电池技术"，电芯循环次数突破 15,000次，前1000次循环容量衰减率≤1.5%，实现"光储同寿"目标，完美匹配25年电站运营周 期；通过智能温控管理与多维安全设计，电芯可在智利高原-20℃至50℃的剧烈温差下稳定运 行，系统热失控防护满足全球最严苛安全标准；搭载该电芯的储能系统全生命周期度电成本 （LCOS）较行业平均水平降低20%，为投资方提供长期确定性收益。 此次合作背后，是中创新航全球技术布局的深度协同。 项目采用的314Ah Gen2.0储能电芯，正 是中创新航在2025年德国慕尼黑储能展首发的明星产品。 该电芯针对高海拔、强辐照环境优化设 计，并已通过欧盟CE认证，成为跨区域技术迁移的典范；其配套的6.25+MWh液冷储能集装箱采 用"热电分离"专利技术，整机占地面积减少15%，运维效率提升30%，为沙漠化地形下的电站建 设节省宝贵空间。 继2024年斩获阳光电源沙特7.8GWh、欧洲4.4GWh储能订单后，此次1GWh级项目落地，将进 ...

Key Points - In April, China's new energy vehicle sales reached 1.226 million units, with domestic sales at 1.025 million units, showing a month-on-month decrease of 5% but a year-on-year increase of 39.3% [1][3] - Exports of new energy vehicles amounted to 200,000 units, reflecting a month-on-month increase of 27% and a year-on-year increase of 76% [1] - From January to April 2025, the production and sales of new energy vehicles were 4.429 million and 4.3 million units respectively, with year-on-year growth of 48.3% and 46.2% [4] Battery Industry - In April, the total installed capacity of power batteries in China was 54.1 GWh, showing a month-on-month decrease of 4.3% but a year-on-year increase of 52.8% [6] - The share of ternary batteries in the total installed capacity was 9.3 GWh, accounting for 17.2%, with a month-on-month decrease of 7.0% and a year-on-year decrease of 6.3% [6] - Lithium iron phosphate batteries accounted for 44.8 GWh, representing 82.8% of the total, with a month-on-month decrease of 3.8% but a year-on-year increase of 75.9% [6] - Cumulatively, from January to April, the total installed capacity of power batteries reached 184.3 GWh, with a year-on-year growth of 52.8% [6] Energy Storage - In March, domestic energy storage battery shipments reached 47.5 GWh, showing a year-on-year increase of 159.6% and a month-on-month increase of 8.8% [7]

| -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，比亚迪储能与全球知名可再生能源公司Grenergy签署储能订单协议，为Grenergy 位于智利北部的阿塔卡马绿洲项目第六期供应3.5GWh储能系统。此前，比亚迪储能已为 该项目前三期供应3GWh储能系统，目前双方合作总量已达6.5GWh。 此次双方签署的合作协议为拉丁美洲最大的储能供货协议，标志着比亚迪储能与Grenergy合作关系不 断深化，也标志着比亚迪储能领先的技术、卓越的交付能力、完善的售后支持体系以及全方位的综合实 力又一次赢得全球客户的认可。 阿塔卡马沙漠凭借全球最强的太阳能辐射资源和创新储能技术，正从地理极端化身能源高地。阿塔卡马 绿洲项目是全球最大的电化学储能项目之一，项目总储能容量为达11GWh。Grenergy首席执行官 David Ruiz de Andrés在签约仪式上表示："该协议巩固了我们在储能领域的领导地位。阿塔卡马绿 洲项目的总装机已超过英国、德国等国家的储能规模，成为7×24小时清洁能源供应的标杆 。" 比亚迪储能及新型电池事业部总经理尹小强表示 ...

Core Viewpoint - Anhui Shijiaheli New Energy Co., Ltd. is advancing its 5GWh energy storage system project, emphasizing green development and automation in production, with a planned operational date of June 2025 [1]. Group 1: Project Overview - The energy storage system project covers an area of 128 acres in Huainan City, Anhui Province, and includes the construction of a research and development building and production workshops [1]. - Upon completion, the project will have an annual production capacity of 5GWh lithium battery storage packs, 100,000 energy storage PCS, 20,000 energy storage cabinets, and container units [1]. Group 2: Technological Innovation - Anhui Shijiaheli has made significant advancements in new energy technology, focusing on energy storage systems and photovoltaic power generation [1]. - The company has applied for a total of 27 patents, including 4 industry-leading invention patents and 23 utility model patents [1]. Group 3: Industry Recognition - The company has received multiple industry awards, including the "National Service Industry Technology Innovation Award" and "Annual Energy Storage Rising Star Enterprise" [1]. - Anhui Shijiaheli is committed to increasing research and development investment to drive green development and contribute to the energy structure transformation in Huainan and the achievement of carbon neutrality goals [1].

Core Viewpoint - The article highlights the rapid growth of the global energy storage market in 2024, with a new installed capacity of 188.5 GWh, representing an 80% year-on-year increase. However, it also points out the severe market competition and product homogenization, with BYD Energy leading the market in terms of shipment volume for energy storage systems [3][12]. Group 1: BYD Energy's Market Position - BYD Energy has demonstrated strong competitiveness by continuously upgrading its energy storage systems, particularly the Cube system, which has secured the top position in China's energy storage system (DC side) global market shipment volume [3][12]. - The company has successfully won significant contracts in overseas markets, including a 2.5 GW/12.5 GWh super energy storage project for Saudi Arabia, marking it as the largest grid-side energy storage project globally [10][12]. - BYD's energy storage products have been exported to over 110 countries and regions, providing solutions for more than 360 projects, with over 75 GWh of commercial operation experience by the end of 2024 [18][19]. Group 2: Technological Advancements - The Cube system has undergone rapid iterations, with the latest version, MC Cube-T, launched in April 2024, featuring a capacity upgrade to 6.432 MWh and significant improvements in energy efficiency [22][28]. - BYD Energy has achieved a high level of safety for its products, being the first Chinese company to complete large-scale fire tests under CSA standards, demonstrating its commitment to product safety [23][28]. Group 3: Manufacturing and Supply Chain - BYD Energy's manufacturing capabilities are centered in Shengzhou, Zhejiang, where a world-class energy storage manufacturing center is being established to support large-scale project execution [31][32]. - The company has invested significantly in its Shengzhou facility, with a total investment of 130 billion yuan for its energy storage battery project, which has been completed in a remarkably short time frame [32][36]. Group 4: Strategic Expansion - BYD Energy is not only focusing on emerging markets like the Middle East and South America but also maintaining a strong presence in developed markets such as Europe and North America [17][18]. - The company’s strategy combines technological leadership, large-scale manufacturing, and a systematic approach to project execution, which has enabled it to continuously expand its market share and maintain its competitive edge [38][39].

回顾该企业的上市之路，可谓是" 步步艰难"。2023年6月27日，朗泰通科技 向深交所创业 板递交IPO申报资料获受理， 同年7月 23日， IPO进入已问询阶段。同年11月初深交所上市 委 发出第2轮审核问询函后 ，企业一直没有 回复问询。 | 储能数据库产品 | = == | ICC余校资讯® | | --- | --- | --- | | ESS DATABASE PRODUCTION. | | 请输入关键词 O | | | | # 数据中心 | | ・储能材料 | ·储能电池 | ■ 电池 | | | | 司 储能 | | '储能系统 | *储能逆变器 | ■ 储能电池 | | | | ■ 储能变流器 | | "光伏/风电 | ' 储能招投标 | ■ 储能系统 | | | | ■ 光伏风电 | | ಕ್ಕೆ | 18964001371(微信同) | ■ 保能材料 | | | | ■ 储能招投标 | 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，深交所官网最新消息显示，东莞市朗泰通科技股份有限公司创业板IPO终止。此次IPO 的终止是基于该公司主动提交 ...

Core Viewpoint - The article highlights the launch of Guoxuan High-Tech's 20MWh energy storage battery system, which integrates innovative design and technology to enhance efficiency and reduce costs in energy storage solutions [1][2]. Group 1: Product Features - The 20MWh energy storage system utilizes a 314Ah cell, differing from the industry standard of 587Ah and 688Ah cells, and combines the advantages of prefabricated modules and standardized design [1]. - The system's modular design allows for a capacity increase, achieving a "1 to 4" effect, which enhances installation efficiency and reduces the weight of individual units [1]. - For a 200MWh energy storage station, the new system reduces equipment costs by 20% and shortens deployment time by 50% compared to traditional 5MWh storage units [1]. Group 2: Energy Efficiency Technologies - The product incorporates wind-liquid integrated energy-saving technology, which combines traditional air cooling and liquid cooling to improve heat dissipation while lowering deployment and operational costs [2]. - The system operates in a "compressed silent mode" within 10 degrees, achieving an annual energy saving of 20% and maintaining noise levels at or below 70dB [2]. Group 3: Operational Efficiency - The system features "cross-language intelligent maintenance," which enhances operational efficiency by 50% through smart voice interaction and AI-driven optimization of charge and discharge strategies [3]. - The use of high-stability graphite materials allows the battery cells to achieve over 15,000 cycles, equating to a lifespan of 25 years, thus ensuring longevity in energy storage applications [3].