Core Viewpoint - The economic viability of energy storage is driving its full marketization, which is essential for the future development of renewable energy [2] Group 1: Company Innovations - The company announced three major innovative achievements during the third annual Hai Chen Energy Ecological Day, focusing on technological innovation to achieve cost reduction [2] - Hai Chen Energy aims to push the cost of energy storage (LCOS) to "1 dime per kilowatt-hour" within the next five years [5] - The company introduced the world's first native 8-hour long-duration energy storage solution, ∞Power8, with a capacity of 6.9MW/55.2MWh, designed to stabilize renewable energy generation fluctuations [6] Group 2: Industry Trends - The energy storage industry is expected to maintain rapid growth, with competition shifting towards value dimensions [2] - The demand for long-duration energy storage is becoming a new direction for the industry, as short-duration storage (2-4 hours) is insufficient for balancing the power system [6] - The AIDC (Artificial Intelligence Data Center) energy storage market is projected to explode by 2025, driven by the increasing power demands of data centers [10] Group 3: Strategic Focus - The company will focus on four key areas: high safety, long lifespan, high efficiency of large-size cells; high safety, high integration, and high efficiency of energy storage systems; extreme intelligent manufacturing; and integrated solution implementation [6] - The company plans to leverage innovative structural designs, AI algorithms, and hardware-software collaboration to continuously improve the efficiency and cost-effectiveness of energy storage systems [6][12] - The new AIDC energy storage solution, ∞Power Solutions For AI Data Center, aims to provide agile deployment, green low-carbon solutions, and rapid response capabilities [12]
储能“独角兽”,大动作
中国基金报·2025-12-15 09:59