AI算力的绿色基石：海辰储能用长时储能重塑数据中心能源生态

Core Viewpoint - The article emphasizes that Haichen Energy, through its innovative technology and systematic cost reduction capabilities, has established a high-profit, high-growth business model that can withstand market cycles [2][21]. Group 1: Market Trends and Company Positioning - Under the "dual carbon" goals, China's renewable energy generation capacity has increased from approximately 40% at the beginning of the 14th Five-Year Plan to 60% [2]. - The demand for artificial intelligence data centers (AIDC) is expected to quadruple by 2030, necessitating breakthrough energy solutions, particularly long-duration energy storage (LDES) [2][20]. - Haichen Energy has successfully transitioned long-duration energy storage technology from laboratory innovation to large-scale commercial application, positioning itself as a leader in the energy transformation [3][4]. Group 2: Product Development and Innovation - Haichen Energy has developed a series of products, including the 1175Ah battery and the 6.25MWh 4-hour long-duration energy storage system, designed specifically for high-demand scenarios like data centers [7][8]. - The company has introduced the world's first native 8-hour long-duration energy storage solution, demonstrating a deep customization of both the battery and system [8][9]. - The strategic focus on system-level integration and product evolution reflects Haichen Energy's understanding of industry trends and user needs [6][10]. Group 3: Cost Reduction and Profitability - Haichen Energy's unique "super thick electrode technology" has reduced the cost of 8-hour batteries by over 50% compared to 2-hour batteries, providing a significant cost advantage [10][12]. - The company achieved a net profit of 288 million yuan in 2024, demonstrating its ability to innovate and reduce costs without compromising quality [13][17]. - The integration of cost-effective solutions and system optimization has positioned Haichen Energy to maintain profitability even in a competitive pricing environment [17][19]. Group 4: Global Expansion and Market Strategy - Haichen Energy's products and solutions have reached over 20 countries, with overseas revenue reaching 3.7 billion yuan in 2024, accounting for 28.6% of total revenue [19][20]. - The establishment of a local production line in Texas represents a strategic move to mitigate trade barriers and enhance local service capabilities [19][20]. - The company's deep localization strategy allows it to quickly respond to regional demands and provide customized solutions, enhancing its international brand trust [19][20]. Group 5: Long-term Value and Investment Potential - Long-duration energy storage is viewed as a high-growth, stable cash flow asset, with Haichen Energy positioned to create sustainable, predictable profits that exceed industry averages [21][22]. - The transition from equipment manufacturing to high-value system services creates a unique business model with high barriers to entry, promising long-term value for investors [22].