储能产业年度交卷之际，除了官宣的订单多多，扩产的消息也不少。 此次签约的肥城27GWh电芯生产项目，计划总投资55亿元，将该市新型电池电极材料产业生态与鹏程无限、瑞能电力的未来布局深度链接，推动三方资源共 享、优势互补、协作共赢。项目建成达产后，年产值将突破80亿元，预计可为鹏程无限打造北方电芯生产基地、瑞能电力拓展储能业务板块注入强劲动能， 也将吸引上下游电池材料、核心部件及配套企业集聚。 ▋ 国科能源： 安徽安庆工厂 10GWh 储能电池智能制造基地投产 据行家说储能获悉，近日，又有6家储能企业宣布产能升级迎来新进展，包括鹏程无限、派能科技、国科能源、 博睿安新能源、 正辉新能源、 圣钘科技 ， 项目全建成后，预计总产能提升114GWh。 ▋ 派能科技：1 0GWh锂电池研发制造基地二期项目开工 日前，派能科技10GWh锂电池研发制造基地二期项目在安徽省合肥市肥西县奠基开工。 值得一提的是，此前，派能科技一期项目的成功投产，已带来产能跃升，其研发制造基地深度融合智能化与绿色化理念，构建了覆盖电芯制造、模组封装到 储能系统集成的全链条自主生产能力。 基地配备1000余台自动化设备，通过数字化产线实现全流程精 ...

Core Insights - The energy storage industry is accelerating its capacity expansion with significant developments from multiple companies in the sector [3][4][6][7][10][13]. Group 1: Company Developments - Haicheng Energy Storage has officially commenced the construction of its Southwest Intelligent Manufacturing Center and R&D Center in Chongqing, which is part of a larger project with a total investment of 130 billion yuan, aiming for a production capacity of 56GWh for next-generation lithium batteries and 22GWh for energy storage modules [4][6]. - Pylon Technologies has signed an agreement to establish a 2GWh energy storage battery and integration project in Hefei, with a total investment of 1 billion yuan, indicating a strategic shift towards enhancing its energy storage capabilities [7][9]. - Feimao Energy Technology has launched its new energy technology expansion base, which, combined with its existing battery pack base, will increase its annual production capacity to 35GWh [10][12]. - Xinpeng Co., Ltd. has entered into an investment cooperation agreement with Jabil to develop large battery storage systems, with a total project investment of approximately 1.5 million USD [13][14]. Group 2: Financial Performance - Pylon Technologies reported a revenue of 2.013 billion yuan for the first three quarters of 2025, marking a year-on-year increase of 42.52%, with net profit reaching 48 million yuan, up 28.05% [9]. - The company has seen significant growth in its commercial energy storage business, which now accounts for 20% of its overall revenue, and over 60% of its orders are from international markets [9]. Group 3: Capacity Expansion Plans - Haicheng Energy Storage plans to reach a design capacity of 100GWh for energy storage batteries by the end of 2026, with its U.S. factory expected to commence production in July 2025 [6]. - Feimao is investing 5 billion yuan to build a green energy storage intelligent manufacturing base in Tianjin, targeting a production capacity of 96GWh per year [12].