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头部电池厂集体押注“零碳”,除湿高能耗困局何解?
CATLCATL(SZ:300750) 高工锂电·2025-11-10 11:32

Group 1 - The domestic new energy industry has supplied approximately 25,000 dehumidifiers in the past five years, with over 13,000 being traditional high-energy-consuming models, indicating significant energy-saving potential through technological upgrades that can achieve energy savings of 20%-60% [1][12]. - The lithium battery industry is experiencing a surge in zero-carbon transformation efforts, with leading battery companies actively securing "zero-carbon" orders from local governments, transitioning from concept to reality by 2025 [2][4]. - Major companies like CATL and Envision are elevating the planning and construction of zero-carbon factories and parks to a strategic level, with CATL's chairman emphasizing the company's transition to a zero-carbon technology provider [4][5]. Group 2 - CATL has set clear zero-carbon goals, aiming for carbon neutrality in all battery factories within the year and actively providing technology and solutions to assist traditional industries in their energy transitions [5][6]. - The energy transition path outlined in the "China Energy Transition Outlook 2024" emphasizes low-carbon energy production as a core direction, with lithium battery production being a key area [5][6]. - The high energy consumption of lithium battery production, particularly from dehumidification systems, poses significant challenges to achieving zero-carbon goals, as these systems account for 43% of total energy consumption in production [9][10]. Group 3 - The urgent need for carbon reduction and rising cost pressures highlight the importance of energy-saving modifications in the lithium battery sector, with traditional dehumidifiers representing a significant opportunity for energy savings [12][14]. - The introduction of low-energy technology can reduce energy consumption by 50%, creating a positive cycle of cost reduction and carbon reduction for companies [13][14]. - The EK-AIoT energy management platform developed by Ouko Industrial Air Conditioning integrates various energy consumption data, enabling dynamic optimization and efficient energy management across the entire dehumidification system [15][17]. Group 4 - The ADR-DRY series of integrated high-efficiency rotary dehumidifiers from Ouko incorporates advanced technologies that significantly reduce energy consumption and improve operational efficiency [19][20]. - The system's adaptive control strategy allows for real-time adjustments based on environmental changes, ensuring efficient operation while minimizing energy use [21][22]. - Successful energy-saving projects have demonstrated significant reductions in operational costs and resource consumption, validating the effectiveness of Ouko's solutions in real-world applications [23][25]. Group 5 - The energy-saving upgrades in lithium battery dehumidification systems are essential for reducing costs and achieving zero-carbon goals, supporting the high-quality development of the entire new energy industry [27][28]. - Ouko's technology and experience have been recognized in the industry, with successful applications in various new energy companies, contributing to a replicable and scalable energy-saving solution for the sector [27][28]. - The collaboration between low-energy technology and green electricity is expected to create a powerful synergistic effect, enhancing value for companies even as energy structures transition to decarbonization [29][30].