Core Viewpoint - The implementation of the mandatory national standard GB44240-2024 for lithium batteries used in energy storage systems marks a significant shift towards enhanced safety requirements in the industry, focusing on product safety characteristics and establishing legal entry barriers [1][2]. Group 1: Standard Overview - GB44240-2024 is the first mandatory national standard in the energy storage sector, emphasizing safety features and incorporating key testing items from international standards such as IEC, UL, and UN [1]. - The standard includes comprehensive testing requirements covering battery performance, electrical safety, mechanical safety, and environmental reliability, establishing safety benchmarks throughout the entire lifecycle of the battery [2]. Group 2: Testing and Certification - New testing items added in GB44240 include vibration, impact, puncture, and forced discharge, with stricter requirements for overcharging, increasing the total overcharge duration significantly [2]. - As of now, over 20 companies with more than 40 product models have passed the GB44240 evaluation, including leading battery manufacturers such as CATL, Envision, and others [2][3]. Group 3: Industry Impact - The rapid development of new energy and the increasing pressure for power supply necessitate the advancement of energy storage systems, with a reported 29% growth in installed capacity reaching 94.91 million kilowatts by mid-2025 [4]. - The implementation of GB44240 is expected to elevate safety from an optional consideration to a mandatory requirement, compelling manufacturers with insufficient safety redundancies to redesign their products, thus promoting a shift from cost-driven to safety-oriented high-quality production in the industry [4].

Core Insights - Desay Battery has launched the world's first active safety AI battery, capable of providing a 30-day risk warning for battery issues, shifting energy storage safety from reactive to proactive measures [1][3] - Despite the technological breakthrough, the stock price remains stagnant due to the early stage of mass production and the fact that profits have not yet been reflected in financial statements [3] Group 1: Technological Advancements - The AI battery incorporates internal sensors for real-time monitoring of temperature and pressure, allowing for a 30-day advance warning of potential risks, and can extend battery life by 15% while significantly reducing data center electricity costs by 79% [3] - A 1GWh order was signed by a Romanian client, indicating strong market interest in the new technology [3] Group 2: Market Dynamics - Institutional investors are engaging in large-scale transactions at discounted prices, with notable trades occurring at 7% and 9.74% below market price [3] - The annualized scale of overseas smart driving orders for Desay Westwell has reached 27 billion, with production facilities in Germany already operational and a Spanish facility set to deliver next year [3] Group 3: Financial Metrics - Desay Westwell's current P/E ratio is 26, significantly lower than the computer industry average of 48, with institutional target prices set at 138 yuan compared to the current price of 104 yuan [3] - Key financial indicators for Desay Westwell include a projected revenue growth rate of 20.26% for Q1 2025, a net profit growth rate of 51.32%, and a gross margin of 20.52% [4]

Core Insights - Nanjing Lithium Tai New Energy Technology Co., Ltd. has recently completed a million yuan angel round financing exclusively invested by Zhongke Chuangxing [2] - The company focuses on battery fire prevention and has developed an integrated safety system combining agents, devices, and cloud technology [3] Company Overview - Established in 2022 in Nanjing, Lithium Tai New Energy specializes in fire prevention for batteries, utilizing a water-based extinguishing agent that operates effectively in extreme temperatures from -40°C to 90°C [3] - The extinguishing agent employs a three-fold mechanism involving nano-film formation, free radical termination, and metal ion capture, significantly reducing the time to extinguish thermal runaway in battery cells to seconds [3] Financing Purpose - The CEO of Lithium Tai New Energy, Li Rui, stated that the funds from this round will be used to expand automated production lines for the mass production of extinguishing agents at a scale of thousands of tons [4] - The funding will also support the iteration of AI fire warning algorithms and the deployment of a new generation of smart fire safety cloud platforms in energy storage and battery swap stations [4] - Additionally, the company plans to establish an overseas certification team to prepare for market entry in North America and Europe [4] Investment Rationale - Zhongke Chuangxing's partner, Yuan Bo, highlighted that the global energy storage installation has a compound annual growth rate exceeding 30%, with battery safety being a critical industry pain point [5] - The Lithium Tai team possesses interdisciplinary expertise in materials, thermal management, and fire safety, with their extinguishing agent showing significant advantages over traditional solutions in terms of preventing re-ignition and meeting environmental standards [5] - The technology is expected to be rapidly replicated across various scenarios, including energy storage and heavy-duty vehicle battery swapping, potentially defining the next generation of battery safety standards [5] Investment Ecosystem Perspective - Wang Shuai, founder of Shandao Venture Capital Network, noted that recent safety management regulations for electrochemical energy storage stations from the National Energy Administration and the Ministry of Emergency Management have opened policy windows for technology-driven startups [6] - Lithium Tai New Energy transforms "safety costs" into "safety assets," reflecting the entrepreneurial spirit of scientists [6] - Zhongke Chuangxing fulfills its responsibility of investing early, small, and in technology, allowing investors to anticipate long-term benefits in the trillion-level energy storage safety sector [6]

Core Viewpoint - The energy storage industry is increasingly prioritizing safety, leading to a surge in destructive testing, such as fire tests, to demonstrate product reliability and compliance with safety standards [6][18][26]. Industry Overview - Energy storage systems are essential for balancing intermittent renewable energy generation and demand, with a growing market driven by policy support and declining battery costs [6][8]. - The global energy storage market has seen over 20 fire incidents in the past year, highlighting safety concerns that companies must address [8][19]. Testing and Standards - Major companies, including Envision Energy, have begun conducting large-scale fire tests, with costs exceeding tens of millions, to assess the resilience of their products under extreme conditions [6][9][11]. - There is currently no unified industry standard for large-scale fire testing in China, although companies reference international standards such as CSA TS-800 and UL 9540A [14][16]. - The CSA/ANSI C800:25 standard, released in March, aims to evaluate energy storage systems' durability under extreme conditions, including fire scenarios [15]. Market Dynamics - The trend of conducting fire tests is becoming a consensus among leading companies, as it enhances customer confidence and is increasingly seen as a prerequisite for entering overseas markets [9][18][21]. - The competitive landscape is shifting from price-based competition to value-based competition, as companies recognize the importance of safety and quality in securing contracts [22][26]. Future Implications - The rising costs of fire testing and the need for substantial orders may deter smaller players, potentially leading to a more concentrated and high-quality industry [23][24]. - As safety testing becomes a market entry requirement, companies are expected to focus on research and development to meet higher technical standards [26].

Core Viewpoint - The establishment of the China Electric Power Construction Corporation (China Electric) Energy Storage Safety Technology Center aims to support the national energy storage safety strategy, focusing on safety regulation, technology research and development, and industry leadership in the field of electrochemical and new energy storage [3]. Group 1 - The Energy Storage Safety Technology Center will create an integrated platform covering the entire energy storage industry chain, including think tank support, safety regulation, technological innovation, and talent cultivation [3]. - The center will operate under a two-tier organizational structure, consisting of "1 headquarters + 6 major business institutions," facilitating a collaborative operational system that includes policy research, safety evaluation, testing and certification, technology research and development, empirical communication, and comprehensive management [3][4]. - The center's director outlined the main tasks for the future, emphasizing the need for standardization, establishment of testing and certification centers, and talent development to support the safe and high-quality development of the energy storage industry [4]. Group 2 - The center will comprehensively review the current national and industry standards in the energy storage field, analyze industry development trends, and establish a roadmap for standard formulation [4]. - There is a commitment to actively promote the construction of energy storage verification and testing bases, benchmarking against advanced practices to create a national-level energy storage verification and testing base [4]. - The center aims to leverage its platform for talent development, building a team of experts in the energy storage field to provide intellectual support for the nation and industry [4].

Core Viewpoint - The article highlights the successful completion of a large-scale fire test for the Envision Energy's smart trading energy storage system, demonstrating its superior performance in fire safety and system security, setting a new benchmark for energy storage asset protection [1][14]. Group 1: Test Overview - The fire test was conducted under the supervision of CSA Group and involved four Envision smart trading energy storage systems, each with a capacity of 5 MWh, charged to 100% state of charge (SOC) [3]. - The test was designed to simulate real-world scenarios, with the systems placed in close proximity, challenging industry standards for safety spacing [4]. Group 2: Test Results - The A unit burned for 49 hours and 32 minutes, reaching a peak temperature of 1297°C, while the B, C, and D units maintained low temperature increases, with B at 35°C, C at 44°C, and D at 43°C, all well below the warning thresholds for battery cells [6][9]. - The ignition process took nearly 3 hours, which is over 50% longer than typical ignition times, allowing for ample time for firefighting measures [7]. Group 3: Environmental Impact - The smoke generated during the test was fully collected and treated, ensuring no harmful emissions were released, thus establishing a standard for environmentally friendly fire testing in energy storage [11][13]. Group 4: Safety and Commercialization - Envision's energy storage system incorporates a three-tier safety system and a big data fire warning system, effectively managing thermal runaway risks and ensuring no safety incidents have occurred across over 300 global projects [14]. - The successful fire test allows for the quantification of safety risks in energy storage, creating conditions for insurance participation in energy storage investments and operations, further promoting commercialization in the sector [14].

Core Viewpoint - The article highlights the successful demonstration of the supramolecular immersion battery technology, showcasing its superior safety performance compared to conventional battery systems, particularly in preventing thermal runaway under extreme conditions [1][2][3]. Group 1: Event Overview - The event titled "Supramolecular Immersion Battery Pack Thermal Runaway Suppression Test Observation Activity and Battery Safety Technology Exchange Seminar" was held in Beijing, attended by over a hundred experts, scholars, and industry representatives [1][2]. - The demonstration by Xinyuan Zhichu Energy Development (Beijing) Co., Ltd. received high praise from attendees, who believe this technology could address the industry's thermal runaway issues and support the construction of new energy storage demonstration zones in Beijing [2][3]. Group 2: Technical Demonstration - The test conducted under the supervision of SGS and Guolian Laboratory showed that the immersion battery module remained stable and safe, with the highest temperature controlled below 125°C, while conventional modules experienced rapid temperature spikes exceeding 700°C [3][6]. - The stark contrast in performance between the supramolecular immersion technology and conventional battery systems was highlighted, emphasizing the former's ability to prevent thermal runaway and achieve "non-flammable, non-explosive" conditions [3][6]. Group 3: Industry Implications - The core technology demonstrated is set to be applied in the supramolecular immersion commercial storage series products, with plans for large-scale commercial application by 2025 [9]. - The advancements in safety performance are expected to significantly reduce safety risks associated with large-scale energy storage deployments, laying a crucial foundation for the high-quality development of the energy storage industry [9].

Core Viewpoint - The article emphasizes the importance of safety in the rapidly growing global energy storage industry, highlighting the extreme testing conducted by leading companies to validate the safety performance of their energy storage systems under severe conditions [1]. Group 1: Sunlight Power - Sunlight Power conducted the world's first large-scale combustion test of its PowerTitan1.0 system in June 2024, followed by a significant investment of 30 million for the PowerTitan2.0 test in November 2024 [1]. - The PowerTitan2.0 system withstood 25 hours and 43 minutes of continuous burning, demonstrating its robust protective capabilities and preventing fire spread [2]. - During extreme conditions, the system maintained structural integrity and prevented heat propagation, showcasing its excellent fire resistance and impact performance [3]. Group 2: BYD Energy Storage - BYD's MC Cube energy storage system underwent testing in December 2024, adhering to CSA TS-800 large-scale fire testing standards [6]. - The test revealed that while the internal temperature exceeded 1000℃, adjacent battery cabinets remained below 60℃, confirming the system's effective fire isolation design [6]. - The MC Cube demonstrated outstanding fire resistance and structural integrity, preventing fire spread and ensuring safety for personnel and the environment [6]. Group 3: Huawei Digital Energy - Huawei's intelligent string-type energy storage system was tested in December 2025, following international UL9540A standards with increased thermal runaway cell counts [7]. - The system effectively managed a scenario with 12 cells experiencing thermal runaway, utilizing innovative pressure and smoke management mechanisms to prevent combustion [8]. - The test confirmed the system's ability to maintain low temperatures in adjacent units, demonstrating its safety under extreme conditions [8]. Group 4: Hichain Energy Storage - Hichain's ∞Block 5MWh system was tested in June 2025 under UL9540A and NFPA855 standards, with open cabinet conditions to simulate extreme fire scenarios [9]. - The system successfully prevented heat propagation between cabinets even at temperatures exceeding 1300℃, validating its thermal isolation capabilities [10]. - The test confirmed the system's reliability and high safety standards without external fire protection [11]. Group 5: Canadian Solar - Canadian Solar's SolBank 3.0 system was tested in June 2025, adhering to CSA TS-800 standards for large-scale fire testing [12]. - The test demonstrated that the SolBank 3.0 effectively contained fire within the target unit, showcasing its superior passive fire protection design [13]. Group 6: Kelu - Kelu's Aqua C2.5 5MWh liquid-cooled energy storage system was tested in June 2025, following CSA TS-800 standards [14]. - The test involved a 59-hour continuous burn, with the internal temperature reaching 1300℃, yet the system maintained structural integrity and functionality [17]. - The Aqua C2.5 effectively prevented thermal runaway between units, proving its scalability for large energy storage stations [17]. Group 7: Ruipu Lanjun - Ruipu Lanjun's Powtrix® battery cabin was tested in June 2025 under CSA TS-800 extreme safety testing [18]. - The system endured approximately 14 hours of burning under severe conditions, demonstrating exceptional safety and reliability [18]. Group 8: Trina Storage - Trina's Elementa energy storage cabinet was tested in September 2024, following guidelines from the China Academy of Building Research [19]. - The test validated the effectiveness of the fire suppression systems and the overall safety of the energy storage design, with no signs of re-ignition after 24 hours [21].

Group 1 - The core viewpoint of the articles emphasizes the rapid growth of the energy storage market in China, driven by the increasing demand for renewable energy solutions and the need for effective protection standards in energy storage systems [1][2][4] - Schneider Electric launched its "All-Domain Protection" technology and DC three-component solution at the SNEC 2025 conference, addressing long-standing issues in the industry such as protection blind spots and equipment failures, thereby setting a new benchmark for DC safety protection in energy storage systems [2][4] - The company has significantly increased its R&D investment in China, establishing it as one of its four global R&D bases, with the low-voltage energy management R&D center becoming the largest and most active innovation hub for Schneider Electric [1][6] Group 2 - The concept of "energy storage safety" is identified as a core challenge in the global energy transition, with a focus on building a safety protection system centered around DC electrical protection to eliminate blind spots in battery storage systems [2][4] - Schneider Electric's solutions are tailored for the Chinese market, providing replicable safety solutions that enhance safety standards and reduce costs in energy storage systems [2][4] - The company is actively addressing the diverse needs of the Chinese market, including extreme environmental conditions, by developing innovative products and solutions for various application scenarios in renewable energy [4][5] Group 3 - The global energy transition is entering a new phase, with the renewable energy industry playing a crucial role, and China is recognized as a leader in this sector [6][7] - Schneider Electric sees opportunities in the Chinese renewable energy market, emphasizing the dual circulation effect that drives domestic industry upgrades and global market reshaping [6][7] - The company aims to redefine its role from being merely a supplier of equipment to becoming a provider of energy management and solutions, adapting to user scenarios and needs in the renewable energy landscape [7]

Core Viewpoint - The energy storage market is experiencing rapid growth globally, but it faces significant challenges, including parameter inflation and safety issues related to battery cells [1]. Group 1: Industry Challenges - Parameter inflation is a major issue, with previously claimed cycle lives of 10,000 to 15,000 cycles for energy storage projects, but actual performance only reaching 3 to 5 years, with annual cycle counts often below half of the designed value [1]. - Safety concerns arise from the scale of energy storage systems, where a 1GWh storage station contains millions of battery cells, meaning a single defective cell can lead to catastrophic consequences [1]. Group 2: Company Achievements - CATL has continuously iterated its energy storage cell standards with products like the 280Ah and 314Ah, maintaining the top global shipment volume for energy storage cells for four consecutive years [2]. - The company has deployed over 256GWh across more than 1,000 energy storage projects globally, achieving a zero-accident record [2].