SUNWODA(SZ:300207) 起点锂电·2025-10-23 10:20Core Viewpoint - The article highlights the strategic shift of XINWANDA from being a supplier of energy storage cells and systems to becoming an investor in energy storage projects, emphasizing the importance of energy storage in its business model and future growth [6][9]. Group 1: Event Overview - The 2025 Solid-State Battery Industry Annual Conference and the Golden Ding Award Ceremony will take place on November 8, 2025, in Guangzhou, focusing on new technologies and ecosystem building [2]. - The event will feature over 1,000 participants and includes concurrent activities such as the CINE Solid-State Battery Exhibition and the 2025 Sodium Battery Industry Annual Conference [2]. Group 2: XINWANDA's Financial Moves - On October 16, XINWANDA announced a loan application of 67 million yuan (approximately 9.3 million USD) from the China Development Bank for three energy storage projects, with a loan term of 10 years [2][3]. - The projects include two energy storage stations in Nanjing (50 MW/100 MWh each) and a 200 MW/400 MWh independent energy storage station in Huizhou [3][4]. Group 3: Strategic Shift in Business Model - XINWANDA is transitioning to a project investment role in the energy storage sector, which is becoming a strategic focus for the company [6]. - This shift is expected to enhance the company's capabilities in energy storage and drive growth in energy storage battery shipments [6]. Group 4: Market Performance - In the first half of 2025, XINWANDA's energy storage system shipments reached 8.91 GWh, a year-on-year increase of 133.25%, significantly outpacing the 93.4% growth in power battery shipments during the same period [7]. - XINWANDA ranked 13th globally in energy storage lithium battery shipments, reflecting strong growth momentum [7]. Group 5: Product Development and Partnerships - XINWANDA has made significant advancements in energy storage products, covering various applications including residential, commercial, and large-scale storage [8]. - The company has launched a new 684 Ah energy storage cell, which features advanced stacking technology and a volumetric energy density exceeding 440 Wh/L, with a lifespan of over 20 years [8]. - In September, XINWANDA partnered with Honghua Smart Energy and Shenzhen Capital Group to establish the Shenzhen Yuanzhi Gangxin Energy Storage Fund, aimed at expanding the commercial energy storage ecosystem with a planned fundraising target of 600 million yuan (approximately 84 million USD) [8].