以第一性原理为锚！海辰储能的全天候8h长时储能战略解码

Core Insights - The article emphasizes the critical role of long-duration energy storage technology in addressing the volatility of renewable energy sources and the increasing electricity demand from high-energy scenarios like AI data centers [1][3][4] Group 1: Long-Duration Energy Storage Solutions - On December 12, 2025, the company launched three globally first products, including the world's first native 8-hour long-duration energy storage solution ∞Power8 6.9MW/55.2MWh, the first 8-hour dedicated energy storage cell ∞Cell 1300Ah 8h, and the first lithium-sodium collaborative AIDC full-duration energy storage solution [1][20] - The company aims to provide a "Chinese solution" for the stable supply of green electricity, targeting the core pain points of renewable energy consumption and energy transition for AI data centers [1][20] Group 2: Market Trends and Challenges - The global energy revolution is at a pivotal point, with renewable energy sources like wind and solar expected to account for 40% of China's energy generation and 25%-30% globally by 2030, leading to intermittent issues such as daytime energy surplus and nighttime shortages [2][21] - The rapid growth in electricity demand from electric vehicles and data centers is reshaping the power system's load structure, necessitating long-duration energy storage solutions to meet these increasing demands [3][21] Group 3: Technological Innovations - The company is focused on overcoming the "impossible triangle" of low cost, high efficiency, and high safety in the 8-hour long-duration energy storage scenario, with breakthroughs in energy cell technology being crucial [6][25] - The newly developed ∞Cell 1300Ah 8h cell offers over four times the performance of mainstream products, reduces system component count by over 30%, and supports over 25 years of service life, effectively lowering initial investment costs for energy storage stations [8][27] Group 4: Strategic Initiatives and Collaborations - The company has invested over 13 billion yuan to establish the world's first zero-carbon long-duration energy storage industrial park in Heze, Shandong, with an annual production capacity of 30GWh for energy storage batteries and 20GWh for energy storage systems [33] - A strategic cooperation agreement was signed with El-Mor Renewable Energy to deploy a 1.5GWh long-duration energy storage system project in Israel, marking a significant milestone for the company's overseas deployment [33][34] Group 5: Future Goals and Vision - The company has initiated the "All-Weather Green Power 135 Lighthouse Plan," aiming to reduce energy storage costs to 0.1 yuan per kWh within five years, highlighting its commitment to scaling long-duration energy storage applications [35][37] - The long-duration energy storage solutions are expected to expand from AIDC applications to zero-carbon parks, smart cities, and intelligent microgrids, driving green transformation across various industries [37]