Core Insights - The commercial energy storage market in China has experienced significant growth, with an expected increase in installed capacity of 2.95 GW and energy capacity of 7.02 GWh in 2024, representing a year-on-year growth of 427% in power capacity and 273% in energy capacity [1] Group 1: Market Trends - The commercial energy storage products are rapidly evolving due to diverse application scenarios, increased safety requirements, and the need for intelligent operation and maintenance [2] - The 314Ah large-capacity battery cells are widely adopted, with nearly 50% of the showcased products utilizing this cell type, which offers improved energy density and reduced cost per kilowatt-hour compared to the 280Ah cells [2] Group 2: Product Features - Modular design is becoming the mainstream choice for commercial energy storage products, allowing for compact integration of key components, reducing installation and maintenance costs, and enabling flexible expansion to meet dynamic load requirements across various industrial scenarios [3] - High-voltage systems are opening new scenarios for commercial energy storage, directly connecting to 10kV and above grids to meet the electricity demands of high-energy-consuming enterprises [4] Group 3: Safety and Intelligence - Safety is a critical focus for commercial energy storage products, with AI technology being integrated into project planning, operation, safety monitoring, and electricity trading to enhance safety and profitability [6] - Various companies are introducing innovative safety features, such as the "smart storage galaxy" system by New Source Smart Storage, which utilizes advanced cooling and fire protection technologies [6][15] Group 4: Company Innovations - BYD's new commercial energy storage product, Chess Plus, features a highly integrated design that supports flexible capacity expansion and incorporates intelligent operation systems to optimize load management [13] - The S³-EStore system by Kehua is designed with liquid cooling technology to maintain precise temperature control, enhancing safety and efficiency [15] - The eBlock-261 energy block by Singularity Energy employs a modular design for comprehensive energy management, applicable in various scenarios such as peak shaving and virtual power plants [19]

Core Viewpoint - The annual report of Taihao Technology Co., Ltd. indicates a challenging financial year with a net profit loss and no profit distribution planned due to negative retained earnings, while highlighting growth opportunities in military and emergency equipment sectors driven by government policies and market demand [4][14]. Company Overview - Taihao Technology focuses on military equipment and emergency response products, with a strategic emphasis on integrating military and civilian applications [11][12]. - The company has a strong presence in military communication systems, navigation equipment, and power supply systems, with a commitment to innovation and technology advancement [7][9][10]. Industry Situation - The military industry is experiencing short-term pressures but is expected to grow long-term, supported by increasing market demand and government policies, particularly in military trade [5]. - The emergency equipment sector is gaining traction due to rising disaster response needs, with government initiatives aiming to enhance the industry significantly by 2025, targeting a market scale exceeding 1 trillion yuan [6]. Financial Performance - In 2024, the company reported a revenue of 4.36 billion yuan, a 1.71% increase from the previous year, but faced a net profit loss of approximately 940 million yuan, a significant decline compared to the prior year [14]. - The company’s retained earnings were negative, leading to the decision not to distribute profits or increase capital reserves [4]. Product and Market Development - The company’s military equipment includes advanced communication systems and navigation devices, which are critical for military operations and are expected to see increased demand due to modernization efforts [8]. - The emergency power supply products are positioned to benefit from the growing data center market, with an estimated 10 billion yuan demand for high-capacity diesel generators driven by AI applications [10]. Strategic Initiatives - The company is exploring opportunities in the energy storage market, leveraging its existing technology and distribution networks to provide integrated solutions [11]. - Government funding initiatives, including a 1 trillion yuan special bond issuance for disaster recovery, are expected to boost procurement budgets for emergency equipment, positively impacting the company’s revenue [7].

文 | 爱维达 当工商业储能赛道涌入2000＋玩家时，一家深耕UPS电源27年的"隐形冠军"选择了与众不同的路 径。爱维达，这个服务过北京奥运会、冬奥会的电源保障专家，正将其在极端环境设备可靠性领 域的电力电子技术积淀，转化为储能红海中的差异化竞争力。 技术基因的传承与裂变 爱 维达27年的发展轨迹始终围绕"电能可靠性"展开，从通信基站到智算中心，从金砖会议到上合 峰会，其技术基因在储能领域得以延续和进化。 在这二十余载的技术沉淀中，电力电子技术的同源性成为了爱维达从UPS转向储能的核心逻辑。 无论是UPS的AC-DC/DC-AC转换，还是储能PCS的AC-DC-AC双向变换，核心都是电力电子器 件的拓扑设计与控制算法。爱维达1998年为2G基站研发的第一代在线式UPS，已经具备较高的电 压精度和切换能力，这种对电能质量的极致追求，正是储能系统参与电网调频的技术基础。凭借 这一坚实的技术基础，爱维达在储能领域的发展有了更为明确的方向和优势。 尽管储能场景的复杂度远超UPS，但爱维达凭借其在电力电子领域的深厚技术沉淀，成功突破了 技术壁垒。例如，冬奥会户外电源项目要求设备在-40℃环境下稳定运行，爱维达将相关技 ...

产业玩家的疯狂涌入，价格竞争与凶猛博弈，加速了国内工商储江湖产业大洗牌进程。 据此前阳光电源发布的《工商业储能解决方案白皮书》显示，2023年工商业储能相关企业新增5 万家，平均每天新增150家。另据华福证券统计，2024年大量不同类型企业涌入工商业储能市 场，已并网/开工/启动或完成采招/备案的工商业储能项目涉及的开发商就超过1000家。 而寻熵研究院的统计数据显示，2024年国内新增并网工商业储能规模3.9GW/8.8GWh，约占全年 新增并网储能规模 (44.60GW/111.63GWh) 的8% （GWh占比） 。 如此细分的领域却涌入如此多的玩家，也就不难理解为何工商业储能产品价格持续出现大退潮现 象与趋势了。 在2023年年中时，头部厂商如奇点能源的工商业储能柜报价曾高达1.55元/Wh，同年12月厂商明 美新能源宣布液冷一体柜最低价为0.88元/Wh；到了2024年7月30日中车株洲所发布工商业储能系 列产品渠道价格政策，其中，1500V工商业一体柜418kWh方案集成单柜价格为0.75元/Wh，大于 30台可以享受95折，折合单价0.7125元/Wh，还免费赠送价格高达45000元/台的并网柜 ...

刘为：很荣幸在这充满活力的初夏时节，与各位相聚于创新之城杭州，共同见证工商业储能发展的重要时刻。我 是中关村储能产业技术联盟秘书长刘为，很高兴在这里和大家分享一下我们联盟对国内工商业用户侧储能市场的 观察和思考。 过去一年，我国工商业储能实现了跨越式发展，并呈现出以下发展特点： 一是装机规模呈现"指数级增长"。 根据CNESA DataLink全球储能数据库的统计，2024年全国工商业储能新增装 机达2.95GW/7.02GWh，功率规模同比增长427%，能量规模同比增长273%。 二是区域发展"亮点突出"。 全国工商业储能重点市场区域包括浙江、江苏、广东、安徽、上海、湖南、河南等。 排名前十的省份，主导了全国工商业总市场的93%。其中浙江省去年新增装机占全国工商业新增总装机的16%， 备案项目个数更是超过全国的四成以上，成为全国工商业储能发展的标杆区域。 三是部分省市项目经济回报较好。 浙江、江苏、广东、上海、湖南、海南这些省份，均可执行两次充放，经济效 益较好。以浙江为例，新一轮分时电价调整后，年平均峰谷价差高达0.9元/千瓦时，每日设置11:00-13:00和0:00- 8:00两个低谷时段，可实现"两 ...

关注公众号，点击公众号主页右上角" ··· "，设置星标 "⭐" ，关注 鑫椤锂电 资讯~ 在 ESIE2025第十三届储能国际峰会暨展览会（4月10日-12日）上， 瑞浦兰钧推出了 392Ah储能电芯 及Powtrix ™ 6.26MWh储能系统 ： 本次发布的 392Ah电芯是行业内可快速实现量产的新一代储能电芯，通过GB 44240-2024浅刺测试确保 电芯不起火、不爆炸；相比500+Ah超大容量电芯，392Ah电芯在安全性、可制造性、长寿命、高能量密 度和低成本等方面表现更为均衡，是现阶段综合性能较优的一款产品。 REPTERESS BATTERO 可享用 REPT瑞清当均 BATTERO CYALI REPTEMEN BATTERO LFP 392Ah REPT瑞浦兰钧 PATTERO Powtrix ™ 6.26MWh储能系统： 392Ah电芯对应的20尺标准集装箱储能系统规格达到6.26MWh，采用全生命周期自适应设计、模块结构 保持和内力释放优化，整体结构稳定性满足lEEE693高水平抗震要求，配备专用储能蓄电池，标准循环 12000+，使用寿命20年。其亮点主要有： 1)运用300+Ah电 ...

2024年，比亚迪发布液冷中压级联储能系统，并出货至南方电网，成为国内首批液冷式级联 储能示范项目。此外，在年报中，比亚迪明确"力争全球储能市场份额第一"目标，其2024年 储能电芯出货量已跻身全球前四，清洁能源业务营收占比持续攀升。 （来源：电车汇） 1、 这家锂电企业被收购！ 2、 储能老兵发力海外市场！ 3、 三星 SDI 将增加中国生产设备采购比例 4、 印度将免除电动汽车电池生产部分所需产品的进口关税 比亚迪233KWh工商业储能液冷一体柜Chess Plus采用储能专用厚刀电芯（320Ah），循环 寿命＞10000次，Pack级IP65防护等级，系统能效可达90%。 安全方面，该产品厚刀电芯历经过充、过放等极端测试，陶瓷极柱不仅绝缘性能好，还能耐腐 蚀、抗老化，保证了电芯的静态安全，采用了独特的全极耳设计，让电流分布更均匀，发热更 分散，避免局部过热。Pack具备IP65防护，通过Pack内置气溶胶消防、耐高压液冷管道等打 造全方位热安全体系，热电分离与分区柜体设计进一步提升系统稳定性，全方位守护储能安 全。 针对工商业储能项目普遍面临的回本周期长（超5年）与政策波动风险（电价调整周期2-3 年） ...

Core Insights - The article highlights significant advancements in user-side energy storage projects, with a total of 15 projects exceeding 100MWh announced since 2025, amounting to a combined capacity of 1.177GW/4.014GWh [2][15]. Group 1: Major Projects and Developments - Anfu Technology has successfully implemented a 159.6MW/319.2MWh energy storage project, marking it as the largest single user-side energy storage project in China [4][5]. - Guangzhou Energy Group has initiated a 100MW/300MWh energy storage project for Jiangsu Huiran Industrial Co., which is the largest in the country [7][8]. - Sichuan Times has launched a 60MW/120MWh commercial user-side energy storage project, which is the largest in Sichuan province [9][10]. - Zhongdian Zhuang Energy has successfully delivered a 33.3MW/100MWh energy storage project, integrating it with the existing power system [11]. - Duofluor has completed the commissioning of a 100MWh energy storage station in Jiaozuo, which is expected to save significant electricity costs and reduce carbon emissions [12][13]. Group 2: Industry Trends and Market Dynamics - The trend towards large-scale user-side energy storage projects is evident, with a focus on industrial applications, particularly in the steel industry and industrial parks [16][17]. - The article notes that Jiangsu province has the highest number of projects, accounting for nearly 50% of the total, with significant projects like the 270MW/810MWh distributed energy storage project in Zhenjiang [15]. - The increasing scale of commercial energy storage projects is driving the development of larger projects, indicating a shift in the market towards more substantial energy storage solutions [17].

Core Viewpoint - The commercial energy storage market is expected to experience significant growth in 2025, driven by new product launches and improved efficiency metrics from various companies in the sector [2][7]. Group 1: New Product Launches - In 2025, eight energy storage companies have launched new commercial energy storage products, indicating strong confidence in the market [2][9]. - The newly released PowerStack 255CS by Sungrow features a power capacity of 125kW and storage capacities of 257kWh and 514kWh, with an all-weather comprehensive efficiency of ≥88% [3][10]. - Other companies, including Huazhi Energy and Dongfang Risheng, have also introduced new products with enhanced energy density and reduced costs, focusing on power and energy density improvements [10][11]. Group 2: Market Growth and Projections - The commercial energy storage market is projected to reach an installed capacity of approximately 12GWh in 2025 and 30GWh by 2028, supported by new policy initiatives [7][8]. - The market is expanding beyond traditional regions like Zhejiang and Jiangsu to over 20 provinces, indicating a broader adoption of commercial energy storage solutions [7]. Group 3: Efficiency and Safety Features - The PowerStack 255CS incorporates a smart energy management system that enhances revenue by 11% and features advanced safety measures, including AI health management for battery cells [6][8]. - The product's design addresses common issues in the industry, such as performance misrepresentation, by providing verified efficiency metrics based on real-world data [4][5]. Group 4: Industry Trends and Challenges - The industry is facing challenges with low-price competition, with nearly 80% of project investments not meeting expected returns, prompting a shift towards more diversified revenue models beyond traditional arbitrage [11]. - Companies are focusing on enhancing customer lifetime value through refined charging and discharging strategies, supporting various revenue models including electricity trading and virtual power plants [11].

插播 ：历时数月深度调研，行家说储能联合天合光能参编，工商业储能产业首份调研级报告发布！点击下方" 阅读原文 "订阅 日前，贵州、甘肃两地先后发布2025年重点/重大项目清单。 其中，贵州涉及储能项目共16个，总投资99.3523亿元；甘肃涉及储能项目共9个， 容量为3.7GW/12.2GWh。 ■ 贵州：储能相关项目16个，总投资近100亿 其中涉及储能项目3.7GW/12.2GWh，GWh级别以上的电化学储能项目5个，压缩空气储能项目1个；储能装备项目1个，为敦煌泊钒储能吉瓦级全 钒液流电池生产基地。 往期精选 ： 2025年预计超15GWh！工商业储能首份调研级报告发布 近4GWh！瓦锡兰等4企拿下储能订单 日前，贵州省发展改革委发布了关于发布2025年重点民间投资项目清单的通知。 其中，储能相关项目 共16个 ，总投资 99.3523 亿元。产能类项目共5个，包括 包括遵义综保区钒液流储能全产业链项目、贵州大龙年产20GWh 钠电池生产线建设项目（一期） 、镇远县储能系统智能制造基地项目、贵州戴普森数字能源研发及生产项目、新能源储能PACK生产及充电桩制造 项目。 | 项目名称 | 项目所在地 | 项 ...