海辰储能 林日：大电芯时代 户用储能直流侧技术重构与成本突破

Core Viewpoint - The energy storage industry is experiencing significant growth, particularly in residential storage, driven by the increasing demand for large-capacity batteries and favorable policies in regions like North America and Australia [5][13]. Industry Overview - The 2025 User-side Energy Storage and Battery Technology Forum was held in Shenzhen, focusing on commercial, portable, and residential energy storage, as well as AIDC battery technologies, with over 800 attendees [1][9]. - The residential energy storage market is evolving, with batteries transitioning from mere devices to energy assets that can be owned by everyone [5][13]. Market Trends - The demand for large-capacity storage batteries is increasing, particularly in North America due to frequent power outages and fluctuating electricity prices, while Australia benefits from generous subsidy policies [5][13]. - Current battery capacities have evolved from 20Ah and 50Ah to widely used 100Ah, with larger cells like 280Ah and 314Ah being adopted in residential storage [6][14]. Technological Advancements - Large cells offer higher energy density, significantly reducing the cost per watt-hour and overall system costs, making them advantageous for space-sensitive installations [6][14]. - The 314Ah cell has been successfully implemented in residential storage, with future prospects for even larger capacities like 587Ah [6][14]. Cost Reduction Strategies - The cost reduction for the 314Ah cell is attributed to shared materials and production lines, leading to a 30% decrease in cost per watt-hour compared to 100Ah cells [6][14]. - System integration costs are reduced by 32% due to fewer cells and connection points, while user costs decrease by 25% over the lifecycle due to lower maintenance and repair rates [6][14]. Company Initiatives - The company, Haicheng Energy Storage, is actively promoting the application of large cells in residential and portable storage, with products designed for both high-capacity and portable solutions [7][15]. - The company has established four production bases globally and focuses on the development of large-capacity storage cells, with products ranging from 218Ah to over 1000Ah [7][16]. Vision for the Future - The ultimate goal of residential storage is to achieve energy equity, with a call for continuous optimization of costs and technology to enable more users to enjoy energy freedom [8][17].