行家说储能·2025-06-30 09:23Core Viewpoint - The article highlights the recent developments in the energy storage sector, particularly focusing on the capacity expansion initiatives by leading companies EVE Energy and CATL, which are leveraging external financing to enhance their production capabilities and accelerate their presence in the energy storage market [2][5]. Group 1: EVE Energy Developments - EVE Energy announced an investment of up to 8.654 billion yuan for a new energy storage battery project in Kedah, Malaysia, aimed at expanding its global production capacity to meet rising demand [3][5]. - The project, tentatively named "High Safety, High Reliability, Long Life New Energy Storage Project," will cover approximately 484,000 square meters and is expected to be completed within 2.5 years [4]. - The strategic intent behind this investment is to facilitate overseas business expansion, mitigate risks associated with international trade tensions, and support the company's global leadership strategy [5][8]. Group 2: CATL Developments - CATL's subsidiary, Ruqing Times, has launched lithium-ion battery container products, marking the establishment of Guangdong's first comprehensive energy storage industrial base that integrates the entire production chain from cell manufacturing to system integration [10]. - The initial investment for this project was 12 billion yuan, with a planned capacity of 25 GWh, and it has progressed rapidly since its inception in 2021 [11]. - By the end of 2024, CATL's total battery system capacity is expected to reach 676 GWh, with an annual output of 516 GWh and a capacity utilization rate of 76.33% [14].