中美两国同步布局"星际之门"，数字化时代的新基建正如火如荼展开。然而在AI算力爆炸式增长的背后，一场关于"电力"的焦虑正在蔓延。 过去一年，美国多地因AI数据中心的高负荷用电，出现了居民区停电、电网设备过载甚至火灾等事故，造成巨大损失。 仅仅在上个月，美国西雅图部分区域发生了大范围停电，这已是该地区当月的第三次停电。 AI数据中心就像一只只巨大的"电老虎"，其能耗增长速度已超出电网基础设施的承载能力。除中国外，目前全球大部分地区电力供应都存在缺口。 让人意想不到的是，这场"算力"和"电力"的戏剧性冲突，却在一个能源的细分赛道引发巨浪。 2025年10月，英伟达在OCP（Open Compute Project Global Summit 2025）提出AIDC标配储能以平抑负荷波动，明确了AIDC配储的必要性以及下一代配 电方案。 该方案被认为具有风向标的意义：长时储能系统成为了下一代AIDC设计核心，也将成为储能行业的下一个超级增长引擎。 过去，储能的核心命题是应急兜底与电网调峰；如今，智算中心的高算力密度、高频功率波动、长时稳定供电等刚性需求，正倒逼储能技术从"短时响 应"向"长时支撑"跃迁，从"辅助配置 ...

Core Insights - The energy storage industry is undergoing significant changes due to intensified price competition and a consensus on "anti-involution" actions, leading to a shift from rapid growth to high-quality development by 2025 [1][3] Price Competition and "Anti-Involution" Consensus - In the first half of 2025, the new energy storage installed capacity in China reached 94.91 million kW (222 million kWh), a growth of approximately 29% compared to the end of 2024 [2] - The price of lithium battery storage systems has plummeted nearly 80% over the past three years, causing many companies to face a situation of "increased revenue but no profit" [2] - About one-third of system integrators are selling below cost, and this proportion is rising, leading to widespread losses in the industry [2] - The ongoing irrational price competition poses systemic risks to the healthy operation of the energy storage industry [2] Industry Response and Initiatives - Industry leaders emphasize the need to resist irrational low-price competition, which threatens safety and profitability, and could undermine China's leading position in the global market [3] - A joint initiative was launched in the second half of 2025 by industry organizations to promote healthy development, opposing disruptive market behaviors [4] Technological Advancements - The energy storage industry is experiencing accelerated technological iterations, focusing on the entire lifecycle value of storage systems rather than just upfront costs [5] - The trend towards larger battery cells (from 280Ah to 500Ah and beyond) is expected to reduce system costs by approximately 40% and enhance operational efficiency [6][7] - Long-duration energy storage and sodium-ion batteries are gaining attention as essential technologies for addressing renewable energy integration challenges [8] Evolving Competitive Landscape - The competition in the energy storage sector is shifting from price-based to financial model competition, focusing on investment returns and asset liquidity [11] - The market is expected to maintain high growth, with global energy storage shipments projected to reach nearly 800 GWh by 2026 [12]

全球最大液态空气储能项目投产：解锁未来能源的"超级充电宝" 在青海格尔木的茫茫戈壁深处，一座占地广阔的储能电站静静矗立。这座全球规模最大的液态空气储能项目，以60兆瓦功率、 600兆瓦时储能容量的"超级体量"，为可再生能源的稳定输出提供了革命性解决方案。它不仅是技术突破的里程碑，更像一 座"能源魔法工厂"——将不稳定的风光电力转化为可随时调用的稳定绿电，为构建新型电力系统注入关键动能。 液态空气储能：让空气成为"能量载体" 液态空气储能（LAES）的核心原理，是将空气通过多级压缩冷却至-196℃，使其液化后储存于常压低温储罐中。当用电高峰来 临时，液态空气经低温泵增压，吸收环境热量或工业余热气化，驱动透平膨胀机发电。这一过程如同"空气版充电宝"：充电时 将电能转化为液态空气的势能储存，放电时再将势能转化为电能，实现能量的时空转移。 规模化放大技术：首次实现从百千瓦级实验平台到60兆瓦级商业项目的跨越，设备模块化设计使扩容成本降低40%。 多能互补耦合系统：与光热电站、磷酸铁锂电池储能协同运行，构建"风光储热"一体化调控平台，使区域新能源消纳能力提升 35%。 该项目还创造了多项"全球首次"：采用全国产化设备打 ...

Core Viewpoint - The rapid growth of renewable energy installations is creating unprecedented challenges for power systems, necessitating the transition from short-term to long-duration energy storage as a core technology for supporting large-scale renewable integration and building a new power system [2][5]. Group 1: Long-Duration Energy Storage Development - Long-duration energy storage (typically over 4 hours) is evolving from a supplementary option to a necessity, becoming a central hub for renewable energy integration [2]. - By 2050, global demand for energy storage is expected to exceed 150 TWh, creating a massive industry opportunity across various storage technologies, including lithium iron phosphate and sodium batteries [2]. - The current energy structure is undergoing profound changes, with wind and solar power installations in China projected to exceed 40% by 2030, leading to a need for long-duration storage to address supply-demand imbalances [5]. Group 2: Challenges in Commercialization - The large-scale implementation of long-duration energy storage faces multiple challenges, including economic viability, safety, and industry chain collaboration [3][9]. - There is a mismatch between the supply of current storage products (mainly 2-hour batteries) and the demand for longer-duration solutions, necessitating breakthroughs in technology and cost optimization [9]. - The economic bottleneck is evident, as the lifecycle costs of long-duration storage remain high, and current business models are still in the exploratory phase [11]. Group 3: Technological Innovations and Solutions - Companies are focusing on specialized and intelligent designs to drive technological iterations, with innovations such as the 1300Ah, 8-hour dedicated battery marking a significant advancement in the industry [15][17]. - The shift from generic products to scene-specific solutions is crucial for enhancing reliability and economic efficiency in long-duration energy storage applications [16]. - A complete ecosystem is essential for the scalable development of long-duration energy storage, requiring collaboration across the entire industry chain from materials to applications [16]. Group 4: Future Outlook - The future of long-duration energy storage lies in its ability to address the volatility of renewable energy sources, positioning it as a key driver for global energy transition and sustainable development [16]. - As technology evolves and ecosystem collaboration deepens, long-duration energy storage is expected to become a core engine for achieving sustainable energy goals [16].

（原标题：全球首款锂电8小时长时储能系统面世，搭载1300Ah超大电芯） 21世纪经济报道记者费心懿 厦门报道 电动汽车、数据中心等场景电力需求快速增长，全球能源结构不断转型，可再生能源渗透率不断提高。 而新能源发电的间歇性与电力系统所需的稳定灵活之间存在的矛盾仅依靠2至4小时的短时储能已难以满 足系统平衡需求。 在此背景下，能够增强电网稳定性、提升新能源消纳能力的8小时长时储能，正成为储能产业发展的新 方向。在储能技术路线多元并存，技术创新不断迭代涌现的当下，锂电储能系统开始向4小时以上的长 时场景渗透。 12月12日，在海辰储能第三届生态日上，联合创始人、总裁王鹏程在致辞中表示，让绿电从"看天供 应"转向"稳定好用"，关键在于发展能够跨昼夜、跨周期的全天候长时储能。 活动期间，海辰储能发布了全球首个原生8小时长时储能解决方案——∞Power6.9MW/55.2MWh，值得 一提的是，该长时储能系统搭载了海辰储能自主研发的1300Ah储能专用电芯。海辰储能宣布，该8小时 长时储能系统将于2026年四季度实现量产交付。 据悉，作为锂电长时储能赛道的早期布局者，海辰储能长期深耕，已构建起从587Ah、1175A ...

【导读】海辰储能发布三大创新成果，高管预判行业竞争将更侧重价值维度 "储能的经济性推动储能全面市场化，才是新能源发展的未来。"在近日召开的第三届海辰储能生态日 上，海辰储能创始人、董事长吴祖钰表示，公司将持续通过技术创新实现极致降本。 对此，海辰储能计划在未来5年，推动储能度电存储成本（LCOS）进入"1毛钱时代"。 对此，海辰储能在此次生态日上发布了三大创新成果。公开资料显示，海辰储能是一家提供以储能电池 和系统为核心、覆盖全场景储能解决方案的独角兽企业，2024年在锂离子储能电池的出货量排名全球第 三。 吴祖钰表示，储能行业不仅要实现"与风光同寿"，更要实现"与风光同价"，新能源替代传统能源的进程 才会全面加速，行业才能真正走出内卷，迈向可持续的价值竞争新阶段。 海辰储能将围绕四大领域持续攻坚，分别是高安全、长寿命、高能效的超大尺寸电芯；打造高安全、高 集成、高效率的储能系统；推进极限智能制造；落地一体化解决方案。 以打造高安全、高集成、高效率的储能系统为例，海辰储能在此次生态日上发布全球首个原生8小时长 时储能解决方案∞Power8 6.9MW/55.2MWh。该方案以原生8小时储能系统实现新能源发电波 ...

Core Viewpoint - The economic viability of energy storage is driving its full marketization, which is essential for the future development of renewable energy [2] Group 1: Company Innovations - The company announced three major innovative achievements during the third annual Hai Chen Energy Ecological Day, focusing on technological innovation to achieve cost reduction [2] - Hai Chen Energy aims to push the cost of energy storage (LCOS) to "1 dime per kilowatt-hour" within the next five years [5] - The company introduced the world's first native 8-hour long-duration energy storage solution, ∞Power8, with a capacity of 6.9MW/55.2MWh, designed to stabilize renewable energy generation fluctuations [6] Group 2: Industry Trends - The energy storage industry is expected to maintain rapid growth, with competition shifting towards value dimensions [2] - The demand for long-duration energy storage is becoming a new direction for the industry, as short-duration storage (2-4 hours) is insufficient for balancing the power system [6] - The AIDC (Artificial Intelligence Data Center) energy storage market is projected to explode by 2025, driven by the increasing power demands of data centers [10] Group 3: Strategic Focus - The company will focus on four key areas: high safety, long lifespan, high efficiency of large-size cells; high safety, high integration, and high efficiency of energy storage systems; extreme intelligent manufacturing; and integrated solution implementation [6] - The company plans to leverage innovative structural designs, AI algorithms, and hardware-software collaboration to continuously improve the efficiency and cost-effectiveness of energy storage systems [6][12] - The new AIDC energy storage solution, ∞Power Solutions For AI Data Center, aims to provide agile deployment, green low-carbon solutions, and rapid response capabilities [12]

Core Viewpoint - The company is making significant technological advancements in the energy storage sector, aiming to shift the industry focus from price competition to value creation through innovative solutions [1][2]. Group 1: Industry Trends - The global energy storage market is experiencing explosive growth, with expected shipments surpassing 550 GWh in 2023, up from an initial forecast of 520 GWh, and projected to exceed 900 GWh by 2026 [2]. - The competitive landscape is evolving from a focus on low prices to a multidimensional competition centered around long-duration storage, scenario-based solutions, and global service capabilities [2][3]. Group 2: Company Innovations - The company launched an 8-hour long-duration energy storage system designed to address challenges in renewable energy consumption and grid stability, featuring a specialized 1300Ah battery cell that improves integration by over 10% and efficiency by more than 30% compared to mainstream systems [2]. - In the AIDC (Artificial Intelligence Data Center) scenario, the company employs a collaborative model of lithium and sodium batteries to achieve millisecond-level load fluctuation stabilization and replace traditional diesel generators, contributing to "zero-carbon backup power" [2]. Group 3: Financial Performance - The company has submitted a new listing application to the Hong Kong Stock Exchange, showcasing strong financial growth, with revenues projected to rise from 3.615 billion yuan in 2022 to 12.917 billion yuan in 2024, and a revenue of 6.971 billion yuan in the first half of 2023, representing a year-on-year increase of 224.6% [4]. - The company is expected to turn a profit in 2024 with a net profit of 288 million yuan, continuing profitability into the first half of 2025 with a net profit of 213 million yuan [4]. Group 4: International Expansion - The company's overseas revenue is projected to grow from nearly zero in 2022 to 3.7 billion yuan in 2024, accounting for 28.64% of total revenue, with an overseas gross margin of 42.3%, significantly higher than the domestic gross margin of 8.1% [4][5]. - The company attributes its overseas revenue growth to a focus on energy storage, system delivery, and deep localization strategies, with operational factories in Texas and plans for further localization in Europe and Australia [5].

Core Insights - Long-duration energy storage technology is essential for addressing the volatility of renewable energy and creating an all-weather green electricity system, particularly for high-energy-consuming industries like AIDC [1] - The third annual Haicheng Energy Storage Ecological Day successfully showcased three innovative products aimed at solving core pain points in renewable energy consumption and AIDC energy transformation [1][2] - The event gathered experts and industry partners to discuss new technologies, pathways, and scenarios for the development of the long-duration energy storage industry [1] Innovative Products - The world's first native 8-hour long-duration energy storage solution, Power8 6.9MW/55.2MWh, is designed to stabilize renewable energy generation fluctuations and provide all-weather stable power supply [2] - The world's first 8-hour long-duration energy storage dedicated cell, Cell 1300Ah 8h, supports deep cycling for 8 hours and boasts a lifespan of over 25 years, with significant cost advantages and high safety [2] - The world's first lithium-sodium collaborative AIDC all-time energy storage solution, Power Solutions For AI Data Center, meets the core demand for stable power in AIDC scenarios while adapting to high instantaneous power consumption [2] Industry Discussions - A roundtable forum discussed the critical role of energy storage in achieving zero-carbon AIDC, with insights on technology innovation, cost control, and scenario adaptation [3] - The 2025 China AIDC Energy Storage Industry Blue Book was jointly released, providing comprehensive references for the industry from demand to implementation [3] Future Directions - The company aims to drive the marketization of energy storage through economic viability and technological innovation, targeting a cost of energy storage (LCOS) to enter the "0.1 yuan era" within five years [4] - The focus will be on high safety, long lifespan, and high efficiency in large-size cells, as well as integrated solutions and extreme intelligent manufacturing [4] - The ongoing integration of AI, electrification, and energy transformation presents significant development opportunities for the "new energy + long-duration storage" sector [4]

当前，长时储能技术已成为破解新能源波动性难题、打造全天候绿电系统的核心支撑，而AIDC等 高能耗行业也亟需依托长时储能的优势破解能源困局。在此行业需求下，12月12日，以"能源觉醒·新世 界暨长时储能开启智慧未来"为主题的第三届海辰储能生态日在厦门举办。 生态日现场，海辰储能重磅全球首发三大创新成果——全球首个原生8小时长时储能解决方案 ∞Power⁸ 6.9MW/55.2MWh、全球首个8小时长时储能专用电芯∞Cell 1300Ah 8h、全球首款锂钠协同 AIDC全时长储能解决方案∞Power Solutions For Al Data Center。三大创新产品的集中亮相，不仅精准直 击新能源消纳与 AIDC 能源转型两大核心痛点，更彰显了海辰储能在长时储能领域的深厚积淀、持续创 新与行业引领。 本届生态日汇聚了国内外长时储能专家、产业链上下游伙伴的积极参与，共同探讨了长时储能产业 发展新技术、新路径、新场景，为全球能源迈向全天候绿电以及AIDC"电算融合"高质量发展提供了最 新见解。 长时储能赋能千行百业 专家分享前沿洞见 海辰储能联合创始人、总裁王鹏程在活动致辞中表示，让绿电从"看天供应"转向"稳定 ...