Core Viewpoint - The energy storage industry is increasingly prioritizing safety, leading to a surge in destructive testing, such as fire tests, to demonstrate product reliability and compliance with safety standards [6][18][26]. Industry Overview - Energy storage systems are essential for balancing intermittent renewable energy generation and demand, with a growing market driven by policy support and declining battery costs [6][8]. - The global energy storage market has seen over 20 fire incidents in the past year, highlighting safety concerns that companies must address [8][19]. Testing and Standards - Major companies, including Envision Energy, have begun conducting large-scale fire tests, with costs exceeding tens of millions, to assess the resilience of their products under extreme conditions [6][9][11]. - There is currently no unified industry standard for large-scale fire testing in China, although companies reference international standards such as CSA TS-800 and UL 9540A [14][16]. - The CSA/ANSI C800:25 standard, released in March, aims to evaluate energy storage systems' durability under extreme conditions, including fire scenarios [15]. Market Dynamics - The trend of conducting fire tests is becoming a consensus among leading companies, as it enhances customer confidence and is increasingly seen as a prerequisite for entering overseas markets [9][18][21]. - The competitive landscape is shifting from price-based competition to value-based competition, as companies recognize the importance of safety and quality in securing contracts [22][26]. Future Implications - The rising costs of fire testing and the need for substantial orders may deter smaller players, potentially leading to a more concentrated and high-quality industry [23][24]. - As safety testing becomes a market entry requirement, companies are expected to focus on research and development to meet higher technical standards [26].
【深度】“烧柜子”火了,储能行业暗战升级