LOPAL(SH:603906) 高工锂电·2025-06-28 09:42Core Insights - The article discusses the launch of a new lithium iron phosphate cathode material, S406, by Longpan Technology's subsidiary, Lithium Source Technology, aimed at large-scale energy storage systems [1][2] - The development of S406 is in response to the growing global demand for renewable energy storage, transitioning from policy-driven supplementary facilities to a rigid market demand [1][2] Summary by Sections Product Launch - Lithium Source Technology has introduced S406, designed to reduce the lifecycle costs of energy storage while enhancing performance [1] - The material focuses on lowering the cost per kilowatt-hour, which is crucial for the economic efficiency of energy storage stations [1] Technical Specifications - S406 achieves an energy efficiency of over 94.5% at 0.5P and a capacity release ratio of 93% when discharged to 3.2V at 1C, indicating high energy output capability [2] - The product exhibits excellent rate performance, suitable for diverse large-scale energy storage applications [2] Market Context - The global large-scale energy storage market is expected to enter a rapid growth phase, with the International Energy Agency predicting a market size exceeding 1 TWh by 2030 and a compound annual growth rate of over 30% [2] - The shift from policy-driven storage to market-driven mechanisms increases the demand for high-cost performance core materials [2] Industry Impact - The release of S406 is anticipated to influence the energy storage battery supply chain by providing a cost-effective and high-performance option [2] - This material may accelerate the adoption of battery cells with capacities of 500+ Ah and larger, further reducing the construction and operational costs of large-scale energy storage systems [2]