Group 1 - The 2025 RE+ exhibition in Las Vegas attracted around 40,000 professionals from 115 countries and over 1,300 companies, highlighting the growing demand for clean energy in North America [1] - The U.S. is the second-largest electricity consumer globally, presenting significant market potential, although its supply chain still relies heavily on imports, creating collaboration opportunities for Chinese companies [1] - Chinese companies showcased advanced solutions for large-scale, commercial, and residential energy storage, with a notable demonstration of a fire suppression system by Hubei and AnDun Fire Technology, which effectively extinguished flames and prevented re-ignition [1] Group 2 - Fire safety companies are leveraging international exhibition platforms to address challenges related to compliance, localization, and after-sales service in energy storage projects [3] - AnDun Fire Technology presented a comprehensive product and solution portfolio covering the entire lifecycle of energy storage systems and engaged in discussions with overseas engineers and experts to develop customized solutions for the North American market [3] - The company has participated in multiple international exhibitions to expand its global business footprint and accelerate its internationalization efforts [3] Group 3 - The energy storage safety sector requires deeper and more pragmatic dialogue platforms for industry exchange [5] - AnDun Fire Technology will host the 2025 Overseas Energy Storage Fire Safety Forum in Yichang, Hubei, from October 20 to 22, aiming to gather industry experts and representatives for high-level discussions on policies, case studies, and implementation paths [5][6] - The upcoming forum is expected to provide new ideas and solutions for building a safer and compliant fire safety system in the energy storage industry [6]

【DT新材料】 获悉，9月17日，宁德时代创始人、董事长曾毓群在大会致辞中介绍了中国储能行业取得的成绩，同时也直言储能行业目前存在的主要挑战。 中国已经成为全球最大的储能市场 曾毓群介绍，这五年来，在"双碳"目标的指引下，中国的储能系统确实做得非常好，出台了很多储能政策，从前瞻性布局引导到分阶段精准的施策，以及央地 协同推进，推动了中国储能产业从小范围的科研示范走向了规模化、产业化的发展。 中国已经成为全球最大的储能市场。去年中国新增的新型储能装机突破了 1亿千瓦时。 曾毓群表示， 中国目前拥有全球最完整、规模最大、技术最先进的储能产业链，储能电池和系统出货量分别占全球市场的90%和70%以上 。"2011年，我们参 与了当时全球规模最大的风光储输示范工程张北的储能项目，到现在历经了15年，我们的储能电池运行还是良好，非常不容易。"曾毓群感慨地回忆。 "没有创新，储能行业就没有未来。"曾毓群介绍，2014年以来，宁德时代累计研发投入超过了800亿元。宁德时代坚信，只有持续技术创新，攻坚核心技术， 才能保持技术领先。截至2024年底，宁德时代拥有专利及在申请的专利合计达43000多项。 储能企业毛利急速缩水 价 ...

Core Viewpoint - The global energy structure is rapidly transitioning towards clean and low-carbon solutions, with energy storage emerging as a core technology for new power systems, leading to a wave of large-scale development. However, safety incidents related to electrochemical energy storage systems, such as lithium-ion battery thermal runaway and issues with system integration quality, pose significant challenges to the industry's high-quality development, necessitating collaborative efforts to address these challenges [2]. Event Overview - The Fifth International Energy Storage Safety Seminar and the National Key R&D Program project "International Lithium-Ion Battery Energy Storage Safety Evaluation Key Technology Cooperation R&D" will be held on October 16-17, 2025, in Tianjin [2]. - The event coincides with the 130th anniversary of Tianjin University and the 60th anniversary of the Tianjin Fire Research Institute of the Ministry of Emergency Management, aiming to create a platform for technical exchange, deepen industry-academia-research collaboration, focus on safety issues, and promote the transformation of research outcomes to support the sustainable development of the energy storage industry [2]. Organizing Institutions - The seminar is organized by the Zhongguancun Energy Storage Industry Technology Alliance, the Tianjin Fire Research Institute of the Ministry of Emergency Management, and the National Energy Storage Technology Industry-Education Integration Innovation Platform of Tianjin University [29]. - Co-organizers include the CNESA Energy Storage Safety Committee and the China Internal Combustion Engine Society Energy Storage Technology Branch, with support from various energy and technology companies [29]. Attendee Categories - Expected attendees include government departments, grid companies, project developers, design institutes, power generation groups, research institutions, and energy storage-related enterprises [31]. Previous Events - The Fourth International Energy Storage Safety Seminar was held on August 26, 2024, in Suzhou, with over 500 participants from various sectors discussing the safety development of energy storage in the context of large-scale development [34]. - The Third Energy Storage Safety Forum took place on August 25, 2023, in Qingdao, continuing the dialogue on safety in energy storage [34]. Research Institutions - The Tianjin Fire Research Institute, established in 1965, specializes in fire rescue scientific research and has developed into a comprehensive international research institution in the field of fire safety [35]. - The New Energy Fire Safety Technology Research Center at the institute focuses on research across the entire chain of new energy, including safety mechanisms and fire prevention [37]. Educational Institutions - Tianjin University, founded in 1895, is recognized as China's first modern university and has made significant contributions to national economic and social development [38]. - The National Energy Storage Technology Industry-Education Integration Innovation Platform at Tianjin University was approved in December 2021 and includes multiple centers focusing on various aspects of energy storage technology [39].

Core Viewpoint - The recent trend of large-scale fire tests among domestic energy storage companies is aimed at enhancing product safety credibility and meeting international standards, which is becoming a necessary requirement for entering overseas markets [1][4][5]. Group 1: Importance of Fire Tests - Energy storage companies are increasingly conducting large-scale fire tests to validate product safety and compliance with international standards, which enhances competitiveness and customer trust [3][4]. - The fire tests are costly, with expenses reaching millions, but they provide critical data for insurance participation in energy storage investments and operations [2][3]. - Successful fire tests can serve as a key endorsement for market entry, particularly in overseas markets where safety standards are stringent [3][4]. Group 2: Industry Standards and Regulations - While fire tests are not yet mandatory in China, international clients are beginning to require such certifications, indicating a shift towards making these tests a standard requirement [4][5]. - The GB/T 44026-2024 standard outlines safety requirements for energy storage systems, emphasizing the need for products to prevent fire and explosion during thermal runaway events [5][6]. - The development of industry standards is ongoing, with discussions among organizations like the American Fire Association and Canadian Standards Association to establish fire test protocols [4][5]. Group 3: Technological Advancements and Safety Improvements - Companies are adopting advanced safety designs, such as using more stable chemical systems and implementing multi-layered safety protections to minimize risks [6][7]. - The shift towards safer battery materials, such as lithium iron phosphate, is reducing the likelihood of thermal runaway incidents, contributing to overall industry safety improvements [6][7]. - Liquid flow batteries, like zinc-iron flow batteries, are recognized for their inherent safety due to their non-flammable materials and stable operating conditions [7].

Core Viewpoint - The global energy structure is rapidly transitioning towards clean and low-carbon solutions, with energy storage emerging as a core technology for new power systems, leading to a wave of large-scale development [2] Conference Information - The Fifth Energy Storage Safety Seminar will be held on October 16-17, 2025, in Tianjin, coinciding with the 130th anniversary of Tianjin University and the 60th anniversary of the Tianjin Fire Research Institute [2] - The seminar aims to create a platform for technical exchange, deepen industry-academia-research collaboration, and focus on safety issues to support the sustainable development of the energy storage industry [2] Organizing Structure - The seminar is organized by the Zhongguancun Energy Storage Industry Technology Alliance, the Tianjin Fire Research Institute of the Ministry of Emergency Management, and the National Energy Storage Technology Integration Innovation Platform of Tianjin University [3] Participating Units - The event will invite government departments, universities, research institutes, design institutes, power grid companies, energy storage system integrators, battery manufacturers, insurance institutions, testing and certification agencies, fire enterprises, and safety solution providers [5] Previous Events Review - The Fourth International Energy Storage Safety Seminar was held on August 26, 2024, in Suzhou, with over 500 attendees discussing safety development in the context of large-scale energy storage [8] - The Third Energy Storage Safety Forum took place on August 25, 2023, in Qingdao, focusing on safety evaluation technologies for lithium-ion battery energy storage [8] About the Tianjin Fire Research Institute - Established in 1965, the Tianjin Fire Research Institute specializes in fire rescue scientific research and has become a prominent institution in the field of fire safety technology in China [9] About Tianjin University - Founded in 1895, Tianjin University is the first modern university in China and has made significant contributions to national economic and social development, cultivating over 300,000 high-level talents [11]

Core Viewpoint - The global energy storage industry is experiencing rapid growth, with safety concerns becoming a critical issue as incidents related to battery failures have exceeded 100 globally, highlighting the urgent need for effective safety solutions [2][3][4]. Industry Overview - The global energy storage market is projected to exceed $1 trillion by 2030, with an annual growth rate of over 30% [2]. - In Q1 2025, global shipments of energy storage cells are expected to reach 99.58 GWh, representing a year-on-year increase of 150.62% [2]. Company Initiatives - Desay Battery held a global launch event for its "Proactive Safety Cell System," emphasizing that safety is the "lifeline" of the energy storage industry and essential for driving a green future [3][4]. - The company aims to integrate Chinese manufacturing experience with international safety standards to create a new safety paradigm that is locally compliant and globally recognized [4]. Technological Advancements - Desay Battery has developed proactive safety AI cells that can provide early warnings of potential failures, moving from reactive to proactive safety measures [5][6]. - The company has established a comprehensive safety management system that monitors battery health throughout its lifecycle, utilizing advanced sensor technology to detect internal pressure and temperature changes [6][8]. Product Offerings - Desay Battery introduced a new generation of lithium UPS systems designed for high-density data centers, which can significantly reduce electricity costs during peak pricing periods by up to 79% [15]. - The company has signed strategic cooperation agreements with multiple partners to enhance technology development and product innovation in the energy storage sector [15][16]. Market Impact - The proactive safety measures and innovative products from Desay Battery are expected to set new industry standards and enhance the overall safety and reliability of energy storage systems [13][20]. - The establishment of a cloud platform for data integration and analysis will transform energy storage safety management, allowing for real-time monitoring and early detection of potential issues [9].

近日，远景动力在多家权威认证检测机构的现场见证下，成功完成了一场储能电芯安全的 "极限验证" ： 以远超 现行全球最 严 标准 的要 求， 对电芯进行 跌落、高温外部短路、过充、针刺、燃烧抛射、热失控六大高风险测试，电芯全程不爆炸、不起火， 以 "超纲"表现重新定 义 储能电芯 安全 边界 。 与其他标准相比，当前 GB 44240针对针刺、高温外部短路、过充的测试要求最为严苛。在此次极限测试中， 远景动力主动将新国标GB 44240要求的"浅刺"升级为"穿刺"，高温外部短路的瞬时电流要求提高至5倍，过充持续时间亦为现存所有标准中最长。跌落测试中，远景动 力设置的5m高度也远超当前各地区市场标准要求的最高值。 GB 44240为中国首部储能电池安全强制性国标，已于2025年8月1日正式实施。 远景动力是国内首家通过该标准认证的企业，从启动测试到 取得认证耗时不到1个月，充分证明其储能电芯设计开发、制造交付、运维管理等全链路的安全性与领先性。 燃烧抛射和热失控是当前行业高度关注的风险测试，此次极限测试远景动力不仅满足 UL 9540A、UL 1973权威标准的严苛要求，作为首个在 北美落地LFP储能电芯产线的企 ...

Core Viewpoint - The implementation of the mandatory national standard GB 44240-2024 for lithium batteries used in energy storage systems marks a significant shift towards enhanced safety regulations in China's energy storage industry, focusing on product safety characteristics and establishing legal entry barriers [1][2]. Group 1: Standard Overview - GB 44240-2024 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][2]. - The standard includes new testing items at the cell level, such as vibration, impact, puncture, and forced discharge, and has increased the duration for overcharging tests, which correlates with safety risks [2]. Group 2: Industry Impact - Over 20 companies with more than 40 product models have passed or are undergoing testing for GB 44240, including leading battery manufacturers like CATL, Envision, and others [2]. - The implementation of GB 44240 is expected to elevate safety from an optional consideration to a mandatory requirement, pushing manufacturers with insufficient safety redundancies to redesign their products and transition the industry towards a high-quality focus on safety rather than cost [4]. Group 3: Market Dynamics - The new standard comes at a time when the energy storage sector is experiencing rapid growth, with installed capacity reaching 94.91 million kilowatts (22.2 billion watt-hours), a 29% increase from the end of 2024 [4]. - The industry is shifting from a passive role to an active profit-generating model, with high-frequency operational testing becoming a market necessity [4].

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]