Core Viewpoint - The SNEC exhibition reflects a cooling trend in the global renewable energy industry, with reduced attendance, smaller exhibition booths, and fewer new products showcased, indicating a shift in market dynamics and product trends [1][3]. Group 1: Battery Cells - The most discussed battery cells include 314Ah, 392Ah, 587Ah, and 684Ah, each serving different container specifications, with 314Ah being the most widely used for 5MWh systems [4]. - The 314Ah cell is entering mass production in May 2024, with prices dropping to around 0.24 yuan/Wh, achieving a balance of cycle life, safety, and cost [4]. - The 587Ah cell has improved energy density to 434Wh/L, a 10% increase over previous generations, while the 392Ah cell achieves 415Wh/L and 12,000 cycles [5][6]. - The 587Ah cell is expected to become the optimal solution for 6.25MWh systems, similar to the 314Ah cell's role for 5MWh systems [6][7]. Group 2: Energy Storage Systems - Despite various large-scale container announcements (7.8MWh to 20MWh), the 6.25MWh container has not yet become mainstream due to production constraints of the 587Ah cell [8]. - The 6.9MWh container, developed by companies like 中车 and 阳光电源, may compete strongly with the 6.25MWh container by lowering system costs and expanding supplier options [8][9]. - The 6.9MWh container faces challenges in project integration and transportation weight limits, which may require innovative solutions for logistics [9]. Group 3: Industry Collaborations - Major system manufacturers are focusing on integrating resources across the supply chain to promote healthy industry development, as seen in partnerships at the SNEC exhibition [10]. - 海博思创 emerged as a key player with over ten strategic agreements, emphasizing its "Energy Storage + X" strategy across various sectors [11][13]. - The collaboration aims to shift the industry focus from price competition to value creation, highlighting the necessity for innovation and strategic partnerships to navigate market pressures [13].
587Ah vs 684Ah电芯决战SNEC!储能行业价值重构的生死考题