8h长时储能：能源转型下的确定性赛道，海辰的前瞻与卡位

Core Viewpoint - The article emphasizes that 8-hour long-duration energy storage is becoming a critical technology track and breakthrough point for the energy storage industry, with lithium batteries attempting to enter this field [6][8]. Group 1: Industry Signals - RWE Renewables Australia registered the first 8-hour battery energy storage system (BESS) project in Australia, named Limondale BESS, with a scale of 50MW/400MWh, equipped with 144 Tesla Megapack storage units [4]. - The emphasis on the 8-hour time scale by companies like 海辰储能 indicates a shift in energy storage technology from short-term responses to long-term support, driven by the increasing demand from electric vehicles and data centers [7][8]. Group 2: Technological Developments - 海辰储能 has launched the world's first 8-hour long-duration energy storage solution, which allows for large-scale, cross-time energy scheduling, enhancing the reliability of renewable energy sources [10][12]. - The new ∞Cell 1300Ah battery, designed specifically for 8-hour scenarios, has a capacity four times greater than mainstream products and significantly reduces costs by over 50% compared to 2-hour batteries [14][15]. Group 3: Economic Viability - The company aims to push the levelized cost of storage (LCOS) into the "1毛钱时代" (0.1 yuan per kWh) within the next five years, which is seen as crucial for the commercialization of energy storage [18][19]. - The strategic development path includes optimizing battery technology and manufacturing processes to achieve cost reductions and efficiency improvements [19][20]. Group 4: Future Outlook - The focus on 8-hour long-duration energy storage solutions positions the company to meet the future demands of new power systems, indicating a comprehensive approach from battery cells to system solutions [22][24]. - The successful commercialization and reliability of these solutions in real-world scenarios will be critical for the industry's transition from demonstration applications to scalable economics [24].