再爆单！海辰储能拿下120GWh订单

Core Viewpoint - The article highlights the collaboration between Hai Chen Energy and CRRC Zhuzhou Institute, focusing on the supply of 120GWh of energy storage products and the development of advanced energy storage technologies, which is expected to significantly impact the global energy storage market. Group 1: Event Information - The 2025 (10th) Starting Point Lithium Battery Industry Annual Conference and Lithium Battery Golden Ding Award Ceremony will be held on December 18-19, 2025, at the Venus Royal Hotel in Shenzhen [2] - The event will feature over 1200 offline participants and 30,000 online viewers, showcasing the importance of the lithium battery and energy storage sectors [2] Group 2: Partnership Details - Hai Chen Energy signed a cooperation agreement with CRRC Zhuzhou Institute on December 5, 2025, to supply a minimum of 120GWh of energy storage products from 2026 to 2030 [3] - The partnership will focus on various energy storage applications, including smart storage, commercial storage, shared storage, and distributed storage [4] Group 3: Market Position and Growth - In 2024, global energy storage system shipments are projected to reach 418.3GWh, a 92.7% increase year-on-year, with CRRC Zhuzhou Institute ranked third globally in shipments [4] - Hai Chen Energy is also positioned third in global energy storage lithium battery shipments, with a cumulative shipment exceeding 100GWh by August 2025 [4] Group 4: Technological Advancements - The ∞Cell series, particularly the ∞Cell 1175Ah and ∞Cell 587Ah batteries, are key products in the partnership, designed for long-duration energy storage and sharing a common system architecture to reduce costs [5][6] - The ∞Cell 587Ah battery was launched in 2024 and achieved mass production by August 2025, while the ∞Cell 1175Ah battery, the world's first mass-produced single-cell energy storage battery over 1000Ah, began production in June 2025 [6] Group 5: Financial Performance - Hai Chen Energy reported a revenue increase of 224.6% year-on-year in the first half of 2025, reaching 6.971 billion yuan, with a net profit of 213 million yuan and a gross margin of 13.1% [8] - The company has over 44.5GWh in total orders as of November 2025, with long-duration storage projects accounting for 70% of the orders [8] Group 6: Future Outlook - The successful listing of Hai Chen Energy on the Hong Kong Stock Exchange is anticipated to further strengthen its position in the global energy storage industry [9]