透视海辰储能全球造厂地图：从厦门、重庆到美国的产能大棋

Core Insights - The article highlights the strategic global expansion of Haicheng Energy, focusing on its production capabilities in Xiamen, Chongqing, and Texas, aiming for a cumulative shipment of over 100GWh by August 2025, reflecting a shift in the energy storage industry from "product export" to "capacity establishment" [1][12]. Domestic Foundation - Haicheng's global capacity layout is anchored by its dual domestic bases, with Xiamen serving as the "technology research hub" and Chongqing as the "mass manufacturing center," creating a closed loop of "R&D - mass production - cost reduction" [3]. - The Xiamen base is responsible for high-end manufacturing and technological innovation, achieving a production capacity of 45GWh and developing advanced battery technologies, including the 1175Ah long-duration energy storage battery [4]. - Chongqing's facility, with an investment of 13 billion yuan and a target capacity of 56GWh for lithium batteries and 22GWh for energy storage modules, is positioned as the largest single energy storage battery factory in Southwest China, focusing on efficiency and cost balance [5][6]. Overseas Expansion - Haicheng's overseas strategy targets high-value markets in North America and Europe, utilizing "localized manufacturing + customized products" to navigate trade barriers, contrasting with other companies' aggressive assembly-first approaches [7]. - The Texas factory, with a planned capacity of 10GWh, achieved rapid production milestones, meeting local supply chain requirements to avoid tariffs and enhance cost competitiveness by 30% [8][9]. - In Europe, Haicheng emphasizes product customization and local partnerships, launching the Euro-version energy storage system designed for diverse climatic conditions and regulatory requirements [10][11]. Strategic Intent - The global capacity expansion reflects Haicheng's approach to addressing three core industry challenges: trade barriers, localization demands, and the balance between scale and cost control [12]. - By establishing local production facilities, Haicheng effectively integrates into market regulations, enhancing its competitive edge and maintaining higher profit margins compared to domestic projects [13]. - The company’s ability to adapt products to local market needs, such as modular solutions for North America and long-duration storage for Europe, demonstrates its commitment to market responsiveness [14]. Cost Control and Global Coordination - Haicheng leverages domestic scale advantages and overseas technology reuse to maintain cost efficiency, achieving a battery cost below 0.5 yuan/Wh through its combined production capabilities [15]. - The company's global production scheduling allows for rapid response to market demands, ensuring optimal capacity utilization across its facilities [15]. - Haicheng's transformation from a mere energy storage manufacturer to a global energy solutions provider illustrates its strategic alignment of technology, production, and market needs, positioning it favorably in the competitive landscape of energy transition [15].