从6.35毫米→2.5毫米 企业创新突破蝶变新型储能赛道全球“独角兽”

Core Viewpoint - The rapid growth of wind and solar energy has created a pressing demand for new energy storage solutions due to their inherent volatility and intermittency, leading to the emergence of a private company in Dalian, Liaoning, as a global "unicorn" in the vanadium flow battery storage sector despite years of operating losses [1][8]. Group 1: Company Development - The company transitioned from purifying vanadium chemicals for aerospace and environmental applications to focusing on vanadium flow batteries, recognizing the opportunity presented by China's shift towards green and low-carbon energy [5][8]. - The company has invested 2 billion yuan over the past decade in technological innovation and industrial development, achieving breakthroughs in electrochemical technology, core material technology, and stack technology, resulting in over 500 domestic and international patents [24][29]. - The company has developed the world's largest vanadium electrolyte production base, capturing 60% of the global vanadium battery market and 80% of the vanadium electrolyte sales market [29]. Group 2: Technological Advancements - The lifespan of vanadium flow batteries can reach over 20 years, and they are characterized by high safety and environmental friendliness, although their high costs have limited widespread adoption [8][10]. - The company has made significant progress in reducing the thickness of battery electrodes from 6.35 mm to around 2.5 mm, enhancing performance while using only one-third of the original materials to achieve the same energy storage effect [20][18]. - The company has established a joint laboratory with the Dalian Institute of Chemical Physics to explore large-scale industrial production of vanadium batteries, overcoming numerous challenges in the process [11][12]. Group 3: Government Support and Industry Standards - Local government has supported the company by guiding it to participate in various national and provincial technology projects, providing research funding, and facilitating communication between the government and the company [22][20]. - The company has played a leading role in formulating industry standards for vanadium flow batteries, including international standards set by the International Electrotechnical Commission (IEC) [26][24]. - As the demand for energy storage grows with the expansion of new energy installations, the company is poised to capitalize on this market opportunity [28].