CATL(SZ:300750) 行家说储能·2025-11-17 10:36Core Insights - A flow battery technology company has secured a strategic partnership with JENMI INVESTMENTS PTY LTD in Australia, focusing on a 1.2GWh long-duration energy storage project [3][11] - The Australian government is set to launch a new round of bidding for battery storage capacity, with a total of 4GW/16GWh available, starting in late November 2025 [8][9] - The demand for energy storage in Australia is expected to grow significantly, with installed capacity projected to reach 8.7GWh by 2025 and 43.6GWh by 2030 [10] Company Developments - The flow battery technology company specializes in long-duration energy storage systems and has a comprehensive delivery capability from materials to systems [5] - The company's self-developed "125kW/500kWh hydrochloric acid-based all-vanadium flow battery system" has been included in the national energy-saving and carbon-reduction technology equipment recommendation directory [6] - The system supports 4 hours of continuous discharge, has a cycle life exceeding 25,000 times, and a coulombic efficiency of 95%, which reduces operational costs and maximizes green energy utilization [6] Market Trends - The upcoming bidding process will allow small aggregated projects to participate, which is a first for this initiative [8][9] - The Australian energy market is experiencing a rise in renewable energy installations, leading to increased demand for medium to long-duration energy storage solutions [10] - Various companies, including major players like CATL and Trina Solar, have secured GWh-level orders in Australia since 2025, indicating a growing trend towards longer storage durations [10][11]