NARADA(SZ:300068) 2 1 Shi Ji Jing Ji Bao Dao·2025-11-13 10:41Core Insights - The AIDC (Artificial Intelligence Data Center) market is rapidly evolving, with significant growth expected in the AIDC backup battery market, projected to reach a compound annual growth rate (CAGR) of 80% from 2025 to 2030, potentially exceeding 100 GWh by 2030 [1][2] - AIDC's energy consumption is extremely high, prompting the exploration of renewable energy sources to replace traditional power supplies, leading to the emergence of AIDC配储 (AIDC with energy storage) scenarios [2][4] - The transition from traditional UPS systems to high-power lithium batteries is critical due to the increased power demands of AIDC servers, which can exceed 600 kW [3][6] AIDC配储 Market Dynamics - The AIDC配储 market is characterized by a shift towards renewable energy supply models, requiring advanced energy storage solutions to address the intermittent nature of renewable sources [2][4] - The demand for high-capacity lithium batteries is expected to surge, with projections indicating a need for approximately 20 GWh by 2026 and over 100 GWh by 2030 for data centers [6][7] - The market's growth is contingent on several factors, including the successful application of high-voltage direct current technology and the adoption of green energy policies across different regions [8] Technological Advancements - The shift to an 800V high-voltage direct current system is aimed at meeting the high power requirements of AIDC servers, reducing current and enhancing safety [5][6] - The adoption of lithium iron phosphate (LiFePO4) batteries is gaining traction due to their safety and longevity, positioning them as a preferred choice over traditional lead-acid batteries [3][10] - Solid-state battery technology is on the verge of commercialization, expected to be applied in high-reliability backup scenarios within the next 2 to 3 years [3] Company Positioning and Strategy - The company has established a strong competitive edge through early market entry, technological differentiation, and a global presence, having developed high-voltage lithium battery solutions since 2019 [10][11] - The company’s business model focuses on integrated services rather than solely battery manufacturing, ensuring that production capacity aligns with market demand [9][10] - Future strategies include enhancing global service capabilities, continuous technological innovation, and strengthening partnerships within the AIDC配储 ecosystem to maintain a leading position in the market [11]