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宁德时代曾毓群:储能企业已超30万家,大批被淘汰后将出现“孤儿电站”
Xin Lang Cai Jing· 2025-09-17 06:29
9月17日,在2025世界储能大会上,宁德时代创始人、董事长曾毓群表示,目前储能产业处于转型的关 键时期,行业主要存在安全隐患、价格竞争激烈、无序扩张等五大挑战。 首先是安全隐患需要高度重视。根据不完全统计,到2025年5月,全球已发生了167起储能安全事故。随 着储能系统调用频率提高,储能电站的安全面临着更大的考验,很多独立储能重要储能节点电站不能休 息,一直在工作,经受着时间的考验。 其次是价格竞争异常激烈。据曾毓群介绍,近三年间,我国储能系统价格下降了约八成,近期某个集采 项目的中标价格甚至低过了0.4元/Wh,严重偏离成本。他认为,低价必然带来减量、减配,为行业埋下 了质量安全隐患。 截至9月17日发稿前,宁德时代A股上涨6.95%,报377.97元/股,市值为1.72万亿元;其H股上涨5.24%, 报502港元/股,市值为2.29万亿港元。 针对上述问题,曾毓群提出了四项建议,包括坚守储能安全底线、构建实证可信的市场环境、加强知识 产权保护、鼓励创新,以及储能的创新发展要面向零碳未来。 根据CNESA DataLink全球储能数据库的不完全统计,截至2025年6月底,中国电力储能累计装机规模 164 ...
宏英智能全球首发浸没式储能2.0产品 以“绝对安全”重构储能安全边界
Zheng Quan Shi Bao Wang· 2025-06-24 11:02
Group 1 - The core message of the news is the launch of the ePower A2 immersion energy storage product and mobile energy storage vehicle series by Hongying New Energy, emphasizing "absolute safety" as the foundation for innovative energy storage solutions for energy transition [1][2] - The ePower A2 product utilizes full immersion cooling technology to address thermal runaway safety issues, supporting stable supply of volatile renewable energy and aiding in the green energy transition of data centers and the construction of new power systems [1][2] - The immersion protection system completely submerges battery modules in immersion liquid, isolating oxygen and eliminating hazards at the source, with thermal runaway tests showing a maximum temperature of only 57.3°C after one hour, significantly lower than traditional cooling methods [1][2] Group 2 - The product can replace diesel generators, UPS, and storage batteries, featuring a temperature control integrated solution that enhances heat transfer efficiency and battery consistency, achieving over 90% system charge and discharge efficiency and extending overall lifespan by 30%-50% while reducing LCOE by 20% [2] - The high safety of the immersion storage technology allows for deployment in various high-safety-demand scenarios, such as data centers and charging stations, with a modular design that improves space utilization by 30% [2] - Currently, the immersion product has been applied in a data center project with a capacity of 30MW/60MWh, replacing diesel generators for emergency power supply and reducing operational costs while addressing temperature and fire safety concerns [2] Group 3 - At the launch event, Hongying New Energy established strategic partnerships with key players such as the Tonglu government and other organizations to work towards achieving zero-carbon goals [3] - The company aims to strengthen research and development efforts and collaborate with global partners to promote the energy storage industry towards a safer, more efficient, and sustainable direction, contributing significantly to global energy transition [3]