Xin Lang Cai Jing·2025-10-16 13:58Core Viewpoint - The rapid development of lithium-ion battery technology in energy storage raises critical safety concerns that the industry must address [1][3]. Group 1: Release of Guidelines - The "Self-Regulatory Practice Guidelines" for container lithium battery energy storage systems was released at the fifth Energy Storage Safety Seminar in Tianjin on October 16 [1][3]. - This document, initiated by the Zhongguancun Energy Storage Industry Technology Alliance and 25 leading companies, is the first normative guidance for the industry [1][3]. Group 2: Objectives of the Guidelines - The guidelines aim to promote technological iteration and safety performance upgrades in energy storage products, shifting the industry focus from price competition to safety and value creation [3]. - Core principles outlined in the guidelines include "safety first, controllable risks, green and low-carbon, compatibility, and traceable quality" [3]. Group 3: Safety Concerns - As of May this year, there have been 167 reported incidents of fires and explosions in energy storage systems globally, highlighting significant safety risks [4]. - Increased frequency of energy storage system usage poses greater safety challenges for energy storage stations [4]. Group 4: Market Dynamics - The average price of energy storage systems has dropped by approximately 80% over the past three years, with some recent bids falling below 0.4 yuan/Wh, which deviates significantly from costs [5]. - The industry is experiencing chaotic expansion, with over 300,000 registered energy storage companies, leading to a potential market shakeout where many companies may be eliminated [5]. Group 5: Emphasis on Safety - Safety is emphasized as the foundation for the development of energy storage; any safety incidents could undermine investment logic and public trust in the industry [5].