UL 9540A作为评估电池储能系统热失控及其蔓延风险的核心安全测试标准，已成为全球多国储能项目准入的关键依据。随着UL 9540A-2025版 本发布， "泄爆测试"被明确为大规模燃烧测试的前置条件之一 ，其结论将直接影响后续大规模燃烧测试的通风条件设置与评估边界。 长期以来，由于储能箱体内部空间结构复杂、热失控后气体与气流耦合强、燃爆边界难以精准复现，泄爆能力往往停留在仿真评估层面，行业缺 乏可复制、可量化、可验证的实证手段， 成为储能安全验证的关键难点。 本次泄爆实证测试依据UL 9540A单元级与模组级热失控测试结果，参照实际电芯热失控气体成分和热失控电芯数量进行注气，最终注气量远超 过UL 9540A模组级热失控电芯数量对应的气体量，并启动人工点爆， 以更严苛测试工况对华为储能系统泄爆能力进行现场验证。 测试结果显示， 在上述标准和极限场景条件下，点爆后的储能系统泄爆窗有效开启并快速泄压，箱体结构完整无破裂，箱门保持关闭，箱体前 方未形成爆炸气体冲击波， 实现 "极限场景泄爆不伤人"的目标。 测试由UL Solutions全程见证并形成实测报告，为后续大规模燃烧测试通风条 件与评估边界提供了可信数据 ...

本次泄爆实证测试依据UL 9540A单元级与模组级热失控测试结果，参照实际电芯热失控气体成分和热失控电芯数量进行注气，最终注气量远超过UL 9540A 模组级热失控电芯数量对应的气体量，并启动人工点爆，以更严苛测试工况对华为储能系统泄爆能力进行现场验证。 测试结果显示， 在上述标准和极限场景条件下，点爆后的储能系统泄爆窗有效开启并快速泄压，箱体结构完整无破裂，箱门保持关闭，箱体前方未形成爆炸 气体冲击波，实现 "极限场景泄爆不伤人"的目标。 测试由UL Solutions全程见证并形成实测报告，为后续大规模燃烧测试通风条件与评估边界提供了可信 数据支撑。 插播： 1月8日，中车株洲所、弘正储能、海辰储能、海尔新能源、融和元储、华储电气、天合光能、万帮数字能源、星纪云能、汇能科技等超30家企业 出席【行家说储能开盛年会】，报名欢迎联系行家说储能辛迪 Cindy：15989092696 （微信同号） "箱体不破、箱门紧闭、泄爆精准不伤人。" 近日，在中国惠州，华为数字能源 智能组串式构网型储能（LUNA2000-5015系列） 泄爆实证测试圆满完成。 据了解，华为此次泄爆实证测试严格依据UL 9540A-2025 ...

每一次产业与经济周期的崛起与没落，都伴随着巨大的能量冲击，在其影响及可能产生颠覆性的 力量与风险，也可能成为企业，乃至大国崛起的关键力量。 如今在全球范围内上演的万亿级新能源大迁徙中，中国已经成为全球储能绝对翘楚，不仅国内新 型储能装机规模跃居世界第一，且在海外市场持续拿到 "GWh级" 超级订单，全面迈入大航海时 代。 在这样一个激情燃烧的年代，正是无数储能企业家前赴后继，历经跌宕与苦难，凭借着涌动在激 情之中的那股不可遏制的赌性和对胜利的极度渴望，或是如苦行僧般的科学钻研，最终上演了一 出令世界瞩目的中国储能崛起大戏。 克劳塞维茨在《战争论》中讲过："伟大的将军们，是在茫茫黑暗中，把自己的心拿出来点燃，用 微光照亮队伍前行。" 纵观储能江湖的沉浮兴衰，无论是企业强势崛起，还是轰然倒塌，多还是人力所致，特别企业领 袖的影响与决策往往事关全局成败，甚至会影响产业的未来走向。通过数据分析我们清晰的看 到，即便是竞争激烈的2025年，很多企业或是营收继续保持两位数甚或更高增长，或整体资本实 力得到进一步增强，或在加速构建国际化与一体化战略堡垒，或持续技术突破与推进产业化进 程，这些企业在激烈的竞争环境中综合实力依 ...

Core Viewpoint - Huawei Digital Energy has successfully completed the industry's first fire safety test for commercial energy storage solutions based on the latest UL9540A:2025 standard, setting a new safety benchmark in the industry [1][7]. Group 1: Extreme Testing Environment - The test created an unprecedented harsh environment to comprehensively validate the safety performance of the energy storage system under extreme conditions [3]. - The testing method involved triggering thermal runaway in 60 battery cells simultaneously, significantly increasing the test's severity compared to traditional methods [3]. - The test conditions included using an open-door combustion scheme defined in UL9540A:2025, fully charging all battery packs to 100% state of charge (SOC), and disabling all fire protection systems to assess the system's inherent design under maximum stress [3]. Group 2: Robust Safety Design - Huawei's commercial energy storage solution features an innovative five-level protection design that demonstrated exceptional safety performance under extreme testing conditions [4]. - Key safety features include: - Thermal insulation design between battery cells to slow down the spread of thermal runaway [4]. - A full metal shell capable of withstanding temperatures over 1500°C, maintaining structural integrity during a fire [4]. - A unique positive pressure oxygen-blocking and directional smoke exhaust design to effectively divert combustible materials [4]. - A labyrinth structure at all sealed interfaces to prevent flame spread [4]. - Comprehensive fire-resistant protection for the storage cabinet [4]. Group 3: Performance Data - Key data collected during the test confirmed the safety and reliability of Huawei's commercial energy storage solution [5]. - At a fire temperature of 961°C, the maximum temperature of adjacent battery cells was only 45.3°C, well below the threshold for venting, meeting UL9540A:2025 standards [5]. - The maximum heat release rate recorded was 3MW, with total burn duration of less than 3 hours before self-extinguishing, showcasing excellent thermal management capabilities [5]. Group 4: Industry Leadership - The extreme combustion test, witnessed by TÜV Rheinland, not only validated the safety performance of Huawei's energy storage solution but also provided valuable safety verification experience and templates for the industry [7]. - Huawei Digital Energy's joint declaration of a "full lifecycle safety quantitative assessment system for electrochemical energy storage systems" has been recognized as internationally leading by industry experts [9]. - The success of this extreme combustion test demonstrates a new height of safety for commercial energy storage, marking a milestone for the industry's large-scale safe application and healthy development [10].

文 | 华为数字能源 华为数字能源在德国莱茵TÜV集团（以下简称"TÜV莱茵"）的见证下， 在火灾安全全 国重点实验室圆满完成行业首个基于最新版UL9540A: 2025标准的工商业风液智冷构网 型储能解决方案 （以下简称"工商业构网型储能"） 的储能箱体火灾实验 。 此次大规 模燃烧测试凭借超高严苛度的测试条件，再次为行业树立安全新标杆。 极限挑战：最严苛测试环境 本次测试打造了行业前所未有的严苛测试环境，全方位验证储能系统在极端条件下的安 全表现。 测试采用整包过充触发方式，一次性引发60个电芯同时热失控，实现"点火即 巅峰"的极限挑战。 相比传统测试仅触发单个或少量电芯热失控，此次测试的严苛程度 呈指数级提升。 测试的严苛还表现在：①采用UL9 5 4 0A: 2 0 2 5中定义的开门燃烧方案，主动提供最大供 氧量；②所有PACK均充至满电状态100%SOC；③关闭所有主被动消防系统，让储能 系统在能量满格、充分燃烧的条件下，完全依靠自身设计"硬抗"烈火考验。 防火迷宫设计： 储能柜所有密封界面采用迷宫结构，有效阻止火焰蔓延路径； 箱体整面强化耐火： 为箱体穿上"盔甲"，提供全面的耐火保护。 数据见证 ...

Core Insights - The seventh Future Energy Conference's "Global CTO Forum" focused on technology-driven reconstruction of future energy systems, emphasizing cutting-edge innovations and engineering practices [1] Group 1: Safety Challenges in Energy Storage - The energy storage industry faces significant safety challenges, with a total of 167 safety incidents reported globally by May 2025, primarily due to inadequate thermal management [1] - Early cooling technologies, such as air cooling, have low thermal efficiency, while liquid cooling has limitations as energy density increases beyond 6 MWh, failing to meet safety requirements [1] Group 2: Immersion Cooling Technology - The immersion cooling system innovatively applies over 70 years of transformer oil cooling technology to electrochemical energy storage, revolutionizing thermal management [2] - Key breakthroughs of immersion cooling include significantly improved heat dissipation efficiency, enhanced safety through the use of environmentally friendly GTL synthetic oil, and extended system lifespan by over 20% due to precise temperature control [2] Group 3: Validation and Application - The safety and performance of the immersion cooling system have been validated through extensive testing, demonstrating rapid temperature recovery and self-extinguishing capabilities in fire scenarios [2] - The system has been successfully implemented in various locations, including Jinan Supercharging Station and Shanxi Coal Mine backup power, maintaining stable operational status [2] Group 4: Future Directions and Industry Standards - "High safety" is becoming a core competitive barrier in the energy storage industry, especially in emerging applications like large storage and AI data centers, where safety redundancy and stability are paramount [3] - The company plans to continue developing immersion cooling technology while optimizing solutions for increased storage capacity and power, aiming to lower operational costs and promote industry safety standards [3]

Core Viewpoint - The article emphasizes the critical importance of large-scale combustion testing in the energy storage industry, highlighting its role in market access, customer trust, and high-quality development [2][5][30]. Group 1: Importance of Large-Scale Combustion Testing - Experts agree on the necessity of large-scale combustion testing, driven by customer concerns, market demands, and industry development [5]. - Large-scale combustion testing serves as a direct method to explore whether thermal runaway can lead to thermal propagation, especially as energy storage projects reach several GWh in scale [6]. - The testing is seen as a strategic component to build market trust, demonstrating that risks can be controlled even in extreme scenarios [7][8]. Group 2: Testing Conditions and Standards - Different testing conditions significantly impact results, with factors such as door status, state of charge, and fire initiation points being critical [11]. - Current testing practices are debated, particularly regarding ventilation conditions and the involvement of fire suppression systems during tests [12][13]. - The industry is moving towards a more standardized approach to testing, with calls for unified standards to reduce costs and improve safety verification [16][22]. Group 3: Cost and Future Directions - The high costs associated with combustion testing are a concern, with suggestions to utilize simulation technology and system integration to lower expenses [16][17]. - The article discusses the need for a systematic approach to energy storage safety, advocating for a shift from individual testing to a more integrated safety verification system [16][28]. - The balance between testing costs and long-term value is crucial, with a focus on differentiating testing methods to manage expenses while ensuring safety [19]. Group 4: Market Reality and Requirements - Large-scale combustion testing is becoming an implicit requirement in project bids, especially in high-end markets, despite not being formally mandated [21]. - The article highlights the need for China to lead in establishing unified testing standards to alleviate cost pressures and enhance global competitiveness [22]. - Leading companies are positioned to leverage their comprehensive testing reports as a competitive advantage in securing projects and financing [23][24]. Group 5: Value of Successful Testing Reports - A successful combustion test report is increasingly viewed as a market necessity, potentially becoming a mandatory requirement in various regions [26]. - The article suggests that the testing should reflect real operational scenarios to enhance its credibility and relevance [14]. - Collaboration among leading companies, research institutions, and universities is essential to create a unified safety assessment system, moving towards more efficient testing methodologies [27].

Core Viewpoint - The safety of the energy storage industry is crucial for sustainable development, and establishing an effective safety prevention system is a focal point for the entire industry chain [2]. Group 1: Current Safety Challenges - The energy storage industry is experiencing explosive growth, with an estimated 165.4 GW of new energy storage operational by the end of 2024, of which lithium-ion batteries account for 97.5% [4]. - There have been over 100 cumulative safety incidents in global energy storage, highlighting significant safety risks within the industry [4]. - Experts agree that there is a long way to go in ensuring safety in energy storage stations, emphasizing the need for accident prevention and control [4]. Group 2: Technical Bottlenecks and Challenges - Current technological measures cannot completely resolve safety issues, with various factors affecting the reliability of equipment during operation [6]. - The inherent risks of energy storage systems stem from the high energy density of individual battery cells and the consistency issues among them [6]. Group 3: Firefighting Strategies - Firefighting systems must be tailored to the characteristics of energy storage scenarios, focusing on controllable and preventable fire hazards [7]. - Different energy storage systems require distinct safety objectives, leading to varied firefighting designs [8]. Group 4: Fire Extinguishing Technologies - Two effective fire extinguishing methods currently in use are perfluorohexane and foam extinguishing, each suitable for different application scenarios [9]. - Compressed air foam technology has shown superior effectiveness in extinguishing battery pack fires by isolating oxygen and providing cooling [9]. Group 5: Prevention Measures - A comprehensive safety prevention design is essential for controlling accidents before they occur, involving product design, quality control, and efficient operation [11]. - The integration of AI for fire prevention and safety prediction is highlighted as a key future research direction in energy storage safety [11]. Group 6: Safety Bottom Line - Experts agree that completely eliminating thermal runaway is unrealistic; instead, a controllable approach should be adopted, including the use of firewalls to prevent fire spread [13]. - Both firefighting and pressure relief are essential for large-scale energy storage stations, emphasizing the importance of early fire suppression and subsequent pressure management [14]. Group 7: Industry Consensus - The industry aims for a safety level that ensures minor incidents are controllable and major incidents are preventable, with a focus on minimizing casualties and losses through proper design and training [15].

Core Insights - The report by ACCURE highlights that approximately 19% of large-scale energy storage projects globally exhibit quality and performance anomalies, indicating that nearly one in five projects fails to meet design expectations [1] - The industry faces significant safety and performance challenges, prompting leading companies to adopt extreme measures like "burn tests" to validate system safety, which has become a cornerstone of industry trust [1][3] - The rapid expansion of the energy storage sector has been accompanied by nearly 30 safety incidents globally this year, underscoring that safety is a critical factor for sustainable development in the industry [2] Industry Challenges - The energy storage sector in China has seen cumulative installed capacity exceed 100 GW, marking a 32-fold increase since the end of the 13th Five-Year Plan, making it an essential component of the modern energy system [1] - The risk of thermal runaway in energy storage systems is significant, with potential energy release from a single battery cell reaching 3.6 MJ, escalating to 100 GJ at the system level, equivalent to 24 tons of TNT [2][3] Safety Measures and Standards - The implementation of the first mandatory national standard for lithium-ion batteries in energy storage systems (GB44240—2024) reflects the industry's efforts to enhance safety standards and technical validation [3] - Large-scale burn tests are transitioning from optional to implicit entry barriers in the industry, particularly in high-end markets like the U.S. and the Middle East, where such reports are becoming prerequisites for project approval and financing [3][4] Testing and Verification - The current lack of standardized testing methods among energy storage companies leads to challenges in result comparability and safety level assessments, highlighting the need for a unified testing framework [6][7] - Experts suggest that as technology advances, the reliance on large-scale burn tests may diminish, advocating for the establishment of safety standards based on empirical data rather than repeated costly tests [7][8] Future Directions - The industry is encouraged to collaborate with academic and research institutions to develop precise fire models and utilize simulation to reduce the need for extensive physical testing, aiming for a more efficient and environmentally friendly safety verification process [8]

Group 1: Financial Performance - In Q3 2025, the company achieved total revenue of 104.2 billion CNY, a year-on-year increase of 12.9% [2] - The net profit attributable to shareholders was 18.55 billion CNY, reflecting a year-on-year growth of 41.2% [2] - The net profit margin for the period was 19.1%, up by 4.1 percentage points compared to the previous year [2] - Cash reserves were robust, with total monetary funds and trading financial assets exceeding 360 billion CNY at the end of the period [2] Group 2: Sales and Production - Total shipments of power and energy storage batteries in Q3 approached 180 GWh, with energy storage accounting for approximately 20% of the total [2] - The company’s commercial power battery shipments are rapidly increasing, currently representing nearly 20% of total shipments [7] Group 3: Inventory and Financial Management - Inventory at the end of Q3 exceeded 80 billion CNY, an increase of 8 billion CNY from the previous quarter, attributed to business expansion and preparation for future deliveries [3] - The company experienced foreign exchange losses due to the appreciation of the RMB, impacting foreign currency assets [3] Group 4: Product Development and Market Trends - Sodium-ion batteries have advantages in low-temperature performance, carbon footprint, and safety, with ongoing development for passenger and commercial vehicle applications [3] - The domestic energy storage market is expected to grow rapidly following the introduction of supportive policies, with the company accelerating production capacity expansion [4] - The trend of increasing battery capacity in both pure electric and hybrid vehicles is expected to continue, driven by consumer demand for longer range [5] Group 5: International Expansion - The construction of the Hungary factory is progressing as planned, with the first phase expected to exceed 30 GWh and be completed by the end of 2025 [6][7]