南都电源签约2.8GWh半固态储能项目 固态电池商业化加速

Core Insights - The company, Zhejiang Nandu Power Co., Ltd., has secured an independent energy storage project order with a total capacity of 2.8 GWh, marking the largest semi-solid battery energy storage project globally [1][2] - This project represents the first commercial application of solid-state battery technology in a GWh-level energy storage project in China, addressing the critical demands for "absolute safety" and "long-term reliability" in large-scale energy storage [1] Company Highlights - The order consists of three independent energy storage projects located in Shenzhen and Shanwei, with Shenzhen requiring high safety and cycle life for its energy storage systems, while Shanwei relies on offshore wind resources for grid stability [1] - The core technology supporting this super energy storage project is the company's self-developed 314Ah semi-solid battery, which utilizes "oxide solid-liquid mixed technology" and "high melting point polymer separator" to achieve significant advancements in safety and performance [1] Industry Impact - The signing of this order signifies high recognition of the company's solid-state technology and engineering capabilities within the industry [2] - The large-scale application of this technology is expected to drive the maturity and cost reduction of the solid-state battery supply chain, injecting strong momentum for technological upgrades in the industry and accelerating the commercialization of solid-state batteries [2]