经济热力站|长时储能破局者：中海储能铁铬电池点亮千亿级市场

Core Viewpoint - The event "京彩不设限·经济热力站" focused on the green economy, highlighting innovations in the energy storage sector, particularly by 中海储能科技 (China National Energy Storage Technology) [1][3]. Group 1: Company Overview - 中海储能 was established in 2020, focusing on large-scale long-duration energy storage, with iron-chromium flow battery technology as its core innovation [3]. - The company has a top-tier team led by academician Xu Chunming from the Chinese Academy of Sciences, with team members having over ten years of experience in energy research and development [3]. Group 2: Technological Innovations - 中海储能 has made significant breakthroughs in iron-chromium flow battery technology, addressing industry challenges through innovative designs that enhance electrolyte flow and reduce side reactions [3]. - The company claims its technology is leading globally and is crucial for the construction of new power systems, supporting the transition to green energy [3]. Group 3: Production Capacity and Strategy - 中海储能 has established a strategic layout with production bases across China, including a headquarters in Beijing and facilities in Guangdong, Inner Mongolia, and Henan [5]. - The current annual production capacity is 500 MW, with plans to exceed 9 GWh as new production bases are completed, supporting significant order fulfillment capabilities [5]. Group 4: Market Developments - The removal of the "mandatory storage policy" by the National Development and Reform Commission in 2025 is expected to shift the energy storage industry from policy-driven to market-driven, creating opportunities for cost-effective technologies [5]. - 中海储能 has secured a 50 MW/300 MWh independent energy storage project in Huizhou, marking its strategic entry into the Guangdong-Hong Kong-Macao Greater Bay Area [5]. Group 5: Financial Performance - The company anticipates revenue exceeding 200 million yuan in 2024, with projected contract amounts reaching several billion yuan in 2025 and expected doubling in 2026 [7]. - 中海储能 successfully completed a Pre-A++ financing round exceeding 100 million yuan, led by Ant Group, indicating strong market confidence [7]. Group 6: Industry Impact - 中海储能 is recognized as a representative enterprise in the energy storage sector, contributing to the green transformation and aiming to tap into the trillion-level blue ocean market [8].