蚂蚁集团领投，北京专精特新企业「中海储能」完成超亿元Pre-A++轮融资

Core Viewpoint - The article highlights the advancements and market potential of Zhonghai Energy Storage Technology Co., Ltd., particularly in the field of iron-chromium flow batteries for long-duration energy storage, emphasizing its recent funding and project wins as indicators of growth in the energy storage sector [3][17]. Company Overview - Zhonghai Energy Storage was established in 2020 and focuses on the research and application of iron-chromium flow battery technology, which addresses the challenges of integrating renewable energy into the grid [3][7]. - The company has secured over 100 million yuan in Pre-A++ financing, led by Ant Group, to enhance technology development and expand production capacity [3][17]. Technology and Innovation - The iron-chromium flow battery technology developed by Zhonghai Energy Storage has been recognized as a significant advancement in the energy sector, being included in the national list of major technological equipment [3][7]. - The company has overcome key technical challenges related to hydrogen evolution and reaction activity through innovative material and structural designs, such as the development of carbon cloth electrodes and flow channel bipolar plates [8][10]. Market Position and Strategy - Zhonghai Energy Storage aims to target independent energy storage stations on the grid side and integrated source-grid-load storage projects, anticipating a surge in demand driven by increasing renewable energy installations and market price fluctuations [11][13]. - The company is positioned to benefit from the shift from mandatory energy storage policies to market-driven configurations, which is expected to create a more sustainable economic model for energy storage [17][18]. Financial Projections - The company expects to enter a phase of comprehensive industrialization by 2025, with projected contract values reaching several billion yuan, potentially doubling in 2026 [18][20]. - The cost of energy storage solutions is anticipated to decrease significantly, with the cost per kilowatt-hour already halved since 2020 due to advancements in raw material sourcing and system design [15][18]. Industry Trends - The article notes that the cancellation of the "mandatory energy storage policy" is a pivotal moment for the industry, allowing for a more flexible and economically viable approach to energy storage solutions [17]. - The increasing energy demands from AI data centers are expected to drive the need for long-duration energy storage technologies, with flow batteries being particularly suited to meet these requirements [18][20].