CATL(SZ:300750) 鑫椤锂电·2025-06-11 09:21Core Viewpoint - The energy storage market is experiencing rapid growth globally, but it faces significant challenges, including parameter inflation and safety issues related to battery cells [1]. Group 1: Industry Challenges - Parameter inflation is a major issue, with previously claimed cycle lives of 10,000 to 15,000 cycles for energy storage projects, but actual performance only reaching 3 to 5 years, with annual cycle counts often below half of the designed value [1]. - Safety concerns arise from the scale of energy storage systems, where a 1GWh storage station contains millions of battery cells, meaning a single defective cell can lead to catastrophic consequences [1]. Group 2: Company Achievements - CATL has continuously iterated its energy storage cell standards with products like the 280Ah and 314Ah, maintaining the top global shipment volume for energy storage cells for four consecutive years [2]. - The company has deployed over 256GWh across more than 1,000 energy storage projects globally, achieving a zero-accident record [2].