GWh级出货！两巨头领跑，大容量储能竞速

Core Viewpoint - The new energy storage industry is seizing opportunities from power market reforms and digitalization, with key players collaborating to compile the "2025 Power Market and Digital Energy Storage Research Report" to be released at the upcoming summit [2]. Group 1: Industry Developments - In 2025, the industry is transitioning from technology announcements to large-scale production and delivery of 500Ah+ high-capacity battery cells and 6MWh+ energy storage systems [3]. - CATL's 587Ah energy storage cell has surpassed 2GWh in shipments, with an expected total shipment of 3GWh for the year [4][6]. - The new generation 6.X energy storage platform from CRRC Zhuzhou Institute has achieved mass production and delivery, utilizing the self-developed ∞Cell 587Ah high-capacity energy storage battery [5][8]. Group 2: Technological Advancements - The 6.25MWh battery cabin from CRRC Zhuzhou Institute has been successfully produced, featuring a 25% increase in energy density compared to the previous generation [10]. - The system's efficiency has improved from 86% to 88%, and it supports various electricity trading decision-making processes, enhancing asset utilization by over 20% [10]. - The 587Ah energy storage cell from CATL has an energy density of 434Wh/L and a round-trip energy efficiency (RTE) of 96.5%, with a lifecycle RTE that maintains minimal degradation [6]. Group 3: Market Trends - The industry is entering a phase of accelerated competition in large-capacity battery cells and systems, with CATL leading with 2GWh shipments and CRRC Zhuzhou Institute completing GWh-level deliveries [11]. - A variety of companies, including Envision, EVE Energy, and others, are either in mass production or have set clear timelines for mass production of large-capacity battery cells, with many expected to achieve this within the next two years [12]. - The large-capacity energy storage system market is rapidly expanding, with several companies announcing mass production of 6MWh+ systems this year [14].