海辰储能吴祖钰：5年内将储能度电存储成本降至0.1元/度

Core Insights - The event on December 12 marked the global launch of three innovative products by Haicheng Energy, alongside industry exchanges and the release of a blue paper [1] - The "All-Weather Green Power 135 Lighthouse Plan" was initiated, focusing on long-duration energy storage, green intelligent computing, comprehensive energy storage, and green power hubs over a five-year period [1] - The company aims to reduce the Levelized Cost of Storage (LCOS) to 0.1 yuan per kWh within five years by enhancing large-size battery cells, energy storage systems, extreme intelligent manufacturing, and integrated solutions [1] Group 1: Product Launches - The first product is the world's first native 8-hour long-duration energy storage solution, featuring a power output of 6.9 MW and an energy capacity of 55.2 MWh, with an 18% improvement in deployment efficiency and a 23% reduction in footprint compared to previous generations [2] - The second product is the 8-hour long-duration energy storage dedicated cell, with a capacity of 1300 Ah, which is over four times that of mainstream products, reducing the number of system components by more than 30% [4] - The third product is the lithium-sodium collaborative AIDC full-duration energy storage solution, which combines lithium battery backup with high-rate sodium batteries, improving overall system efficiency by over 3% [6] Group 2: Technical Innovations - The 8-hour long-duration energy storage solution features a high-strength steel banding technology and a dual pressure relief valve system, capable of withstanding extreme temperatures of 800°C and pressures of 300 kPa [3] - The dedicated cell employs "ultra-thick electrode technology," overcoming challenges related to electrode structure, electron and ion transport speed, and electrolyte wetting, leading to a 50% reduction in the cost of power components compared to 2-hour cells [4][5] - The lithium-sodium solution allows for a significant reduction in infrastructure construction time from 5-10 years to 1-2 years, with a 20% cost reduction in backup power compared to traditional solutions [6]