调研海辰储能：技术领跑长时储能赛道，锚定全球增长确定性

Core Viewpoint - By 2030, global renewable energy generation capacity is expected to double, adding 4600 GW, with solar and wind energy as the main contributors. However, the rapid growth of these intermittent renewable sources poses significant challenges to the power grid, potentially leading to increased instances of "curtailed wind and solar" energy if effective balancing measures are not implemented [1][2]. Group 1: Industry Challenges and Innovations - The contradiction between the "power generation boom" and "absorption difficulties" highlights the need for long-duration energy storage to manage the volatility of renewable energy sources. Experts agree that once renewable energy generation exceeds 20%, long-duration storage solutions will become essential [2]. - The storage system prices have decreased by approximately 80% over the past three years, with some bids falling below 0.4 CNY/Wh, leading to a price war that has affected profit margins across the industry [3][4]. Group 2: Company Innovations and Strategies - Haicheng Energy has positioned itself as a leader in long-duration lithium battery storage, focusing on systematic innovation to break free from intense competition. The company has developed a comprehensive approach that includes advancements in materials, processes, systems, and services [3][5]. - Haicheng's innovative materials, such as high-pressure solid materials, have improved energy density and overall efficiency, with their ∞Cell 587Ah battery achieving a 6.5% increase in energy density compared to previous models [4][5]. Group 3: Safety and Testing - Safety is a critical concern in the energy storage industry, with the National Energy Administration emphasizing the importance of safety regulations. Haicheng has conducted extreme safety tests, including the world's first "open-door extreme combustion test," to ensure their systems can withstand real-world fire scenarios [10][12]. - The company has received UL Solutions certifications for its core products, indicating compliance with stringent North American safety standards, which enhances trust in their technology [15]. Group 4: Market Opportunities and Global Expansion - The demand for long-duration energy storage is expected to grow significantly, with projections indicating that by 2050, long-duration storage will account for 95% of global storage capacity. Haicheng aims to capitalize on this trend, with a focus on markets in China, Europe, the Middle East, and the United States [19][20]. - Haicheng has established a global presence, with projects in Europe and the Middle East, and is adapting its products to meet regional demands, such as developing heat-resistant designs for the Middle East [20][22]. Group 5: Conclusion - Haicheng Energy is not just providing technology but is actively participating in defining the operational rules of the new energy era. By converting unstable renewable sources into reliable power, the company is playing a crucial role in the success of energy transition [23].