"储能企业开展火烧测试的意义，在于通过极限验证提升产品安全可信度，为市场准入提供关键背 书。"中关村储能产业技术联盟副秘书长、标准总监唐亮在接受记者采访时谈到，火烧测试的价值一是 验证产品安全设计的有效性，二是为进入海外市场提供试验数据，验证其国际标准合规性，三是提升企 业竞争力与客户信任度，第四点则是若测试未达预期，企业需重新优化设计。 阿特斯储能相关负责人认为，储能系统的国际认证标准中有针对各个层级、模拟各种场景的安全验证， 而烧舱测试则是通过模拟极端场景，直接验证储能系统在单体热失控并充分燃烧的情况下，产品隔热、 耐火、防爆，防止灾害进一步蔓延的能力。"这是对产品安全设计的终极检验。" 过去两个月，远景储能、阿特斯等国内储能厂商陆续发布了自家储能系统产品的烧舱测试（下称"大规 模火烧测试"）结果，更早之前，阳光电源、天合储能等也已完成这一测试。据不完全统计，目前，至 少已有11家储能企业开展了大规模火烧测试。 据了解，火烧测试一次花销达上千万元，成本不菲。受访人士认为，如果通过测试，将是企业技术实力 的直接体现，有助于在市场竞争中高筑"城墙"。 目前，部分海外客户已经要求企业提供相关测试证明，不过，火烧 ...

全球能源结构正加速向清洁低碳转型，储能作为新型电力系统的核心支撑技术，正迎 来规模化发展浪潮。国内外新型储能装机容量持续攀升，百兆瓦级乃至吉瓦级项目广 泛落地，应用场景不断拓展。然而，电化学储能电站安全事故仍时有发生，锂离子电 池热失控、系统集成质量以及安全性、可靠性等问题，已成为制约行业高质量发展的 关键瓶颈，亟需凝聚各方智慧共同破解。 由中关村储能产业技术联盟、应急管理部天津消防研究所、天津大学国家储能技术产教融 合创新平台主办的 第五届储能安全研讨会暨国家重点研发计划项目"国际锂离子电池储能 安全评价关键技术合作研发"项目研讨会 ，将于2025年10月1 6 - 1 7日在天津召开。 本次 会 议召 开之 际 ， 正 值 天 津大学 建校130周 年 与应 急 管 理 部 天 津 消 防 研 究 所 建 所 6 0 周 年。值此双庆之际，研讨会将搭建行业技术交流平台，深化产学研协同，汇聚各方力量聚 焦安全核心议题，推动科研成果转化，为储能产业安全可持续发展提供支撑。 一、会议信息 会议时间：2 0 2 5年1 0月1 6 - 17日 会议地点：天津（具体地点待定） 二、组织架构 主办单位： 中关村储能产 ...

Core Viewpoint - The global energy storage industry is experiencing rapid growth, with safety concerns becoming a critical issue as incidents related to battery failures have exceeded 100 globally, highlighting the urgent need for effective safety solutions [2][3][4]. Industry Overview - The global energy storage market is projected to exceed $1 trillion by 2030, with an annual growth rate of over 30% [2]. - In Q1 2025, global shipments of energy storage cells are expected to reach 99.58 GWh, representing a year-on-year increase of 150.62% [2]. Company Initiatives - Desay Battery held a global launch event for its "Proactive Safety Cell System," emphasizing that safety is the "lifeline" of the energy storage industry and essential for driving a green future [3][4]. - The company aims to integrate Chinese manufacturing experience with international safety standards to create a new safety paradigm that is locally compliant and globally recognized [4]. Technological Advancements - Desay Battery has developed proactive safety AI cells that can provide early warnings of potential failures, moving from reactive to proactive safety measures [5][6]. - The company has established a comprehensive safety management system that monitors battery health throughout its lifecycle, utilizing advanced sensor technology to detect internal pressure and temperature changes [6][8]. Product Offerings - Desay Battery introduced a new generation of lithium UPS systems designed for high-density data centers, which can significantly reduce electricity costs during peak pricing periods by up to 79% [15]. - The company has signed strategic cooperation agreements with multiple partners to enhance technology development and product innovation in the energy storage sector [15][16]. Market Impact - The proactive safety measures and innovative products from Desay Battery are expected to set new industry standards and enhance the overall safety and reliability of energy storage systems [13][20]. - The establishment of a cloud platform for data integration and analysis will transform energy storage safety management, allowing for real-time monitoring and early detection of potential issues [9].

Core Viewpoint - The implementation of the mandatory national standard GB 44240-2024 for lithium batteries used in energy storage systems marks a significant shift towards enhanced safety regulations in China's energy storage industry, focusing on product safety characteristics and establishing legal entry barriers [1][2]. Group 1: Standard Overview - GB 44240-2024 is the first mandatory national standard in the energy storage sector, emphasizing safety features and incorporating key testing items from international standards such as IEC, UL, and UN [1][2]. - The standard includes new testing items at the cell level, such as vibration, impact, puncture, and forced discharge, and has increased the duration for overcharging tests, which correlates with safety risks [2]. Group 2: Industry Impact - Over 20 companies with more than 40 product models have passed or are undergoing testing for GB 44240, including leading battery manufacturers like CATL, Envision, and others [2]. - The implementation of GB 44240 is expected to elevate safety from an optional consideration to a mandatory requirement, pushing manufacturers with insufficient safety redundancies to redesign their products and transition the industry towards a high-quality focus on safety rather than cost [4]. Group 3: Market Dynamics - The new standard comes at a time when the energy storage sector is experiencing rapid growth, with installed capacity reaching 94.91 million kilowatts (22.2 billion watt-hours), a 29% increase from the end of 2024 [4]. - The industry is shifting from a passive role to an active profit-generating model, with high-frequency operational testing becoming a market necessity [4].

Core Insights - Desay Battery has launched the world's first active safety AI battery, capable of providing a 30-day risk warning for battery issues, shifting energy storage safety from reactive to proactive measures [1][3] - Despite the technological breakthrough, the stock price remains stagnant due to the early stage of mass production and the fact that profits have not yet been reflected in financial statements [3] Group 1: Technological Advancements - The AI battery incorporates internal sensors for real-time monitoring of temperature and pressure, allowing for a 30-day advance warning of potential risks, and can extend battery life by 15% while significantly reducing data center electricity costs by 79% [3] - A 1GWh order was signed by a Romanian client, indicating strong market interest in the new technology [3] Group 2: Market Dynamics - Institutional investors are engaging in large-scale transactions at discounted prices, with notable trades occurring at 7% and 9.74% below market price [3] - The annualized scale of overseas smart driving orders for Desay Westwell has reached 27 billion, with production facilities in Germany already operational and a Spanish facility set to deliver next year [3] Group 3: Financial Metrics - Desay Westwell's current P/E ratio is 26, significantly lower than the computer industry average of 48, with institutional target prices set at 138 yuan compared to the current price of 104 yuan [3] - Key financial indicators for Desay Westwell include a projected revenue growth rate of 20.26% for Q1 2025, a net profit growth rate of 51.32%, and a gross margin of 20.52% [4]

Core Insights - Nanjing Lithium Tai New Energy Technology Co., Ltd. has recently completed a million yuan angel round financing exclusively invested by Zhongke Chuangxing [2] - The company focuses on battery fire prevention and has developed an integrated safety system combining agents, devices, and cloud technology [3] Company Overview - Established in 2022 in Nanjing, Lithium Tai New Energy specializes in fire prevention for batteries, utilizing a water-based extinguishing agent that operates effectively in extreme temperatures from -40°C to 90°C [3] - The extinguishing agent employs a three-fold mechanism involving nano-film formation, free radical termination, and metal ion capture, significantly reducing the time to extinguish thermal runaway in battery cells to seconds [3] Financing Purpose - The CEO of Lithium Tai New Energy, Li Rui, stated that the funds from this round will be used to expand automated production lines for the mass production of extinguishing agents at a scale of thousands of tons [4] - The funding will also support the iteration of AI fire warning algorithms and the deployment of a new generation of smart fire safety cloud platforms in energy storage and battery swap stations [4] - Additionally, the company plans to establish an overseas certification team to prepare for market entry in North America and Europe [4] Investment Rationale - Zhongke Chuangxing's partner, Yuan Bo, highlighted that the global energy storage installation has a compound annual growth rate exceeding 30%, with battery safety being a critical industry pain point [5] - The Lithium Tai team possesses interdisciplinary expertise in materials, thermal management, and fire safety, with their extinguishing agent showing significant advantages over traditional solutions in terms of preventing re-ignition and meeting environmental standards [5] - The technology is expected to be rapidly replicated across various scenarios, including energy storage and heavy-duty vehicle battery swapping, potentially defining the next generation of battery safety standards [5] Investment Ecosystem Perspective - Wang Shuai, founder of Shandao Venture Capital Network, noted that recent safety management regulations for electrochemical energy storage stations from the National Energy Administration and the Ministry of Emergency Management have opened policy windows for technology-driven startups [6] - Lithium Tai New Energy transforms "safety costs" into "safety assets," reflecting the entrepreneurial spirit of scientists [6] - Zhongke Chuangxing fulfills its responsibility of investing early, small, and in technology, allowing investors to anticipate long-term benefits in the trillion-level energy storage safety sector [6]

Core Viewpoint - The energy storage industry is increasingly prioritizing safety, leading to a surge in destructive testing, such as fire tests, to demonstrate product reliability and compliance with safety standards [6][18][26]. Industry Overview - Energy storage systems are essential for balancing intermittent renewable energy generation and demand, with a growing market driven by policy support and declining battery costs [6][8]. - The global energy storage market has seen over 20 fire incidents in the past year, highlighting safety concerns that companies must address [8][19]. Testing and Standards - Major companies, including Envision Energy, have begun conducting large-scale fire tests, with costs exceeding tens of millions, to assess the resilience of their products under extreme conditions [6][9][11]. - There is currently no unified industry standard for large-scale fire testing in China, although companies reference international standards such as CSA TS-800 and UL 9540A [14][16]. - The CSA/ANSI C800:25 standard, released in March, aims to evaluate energy storage systems' durability under extreme conditions, including fire scenarios [15]. Market Dynamics - The trend of conducting fire tests is becoming a consensus among leading companies, as it enhances customer confidence and is increasingly seen as a prerequisite for entering overseas markets [9][18][21]. - The competitive landscape is shifting from price-based competition to value-based competition, as companies recognize the importance of safety and quality in securing contracts [22][26]. Future Implications - The rising costs of fire testing and the need for substantial orders may deter smaller players, potentially leading to a more concentrated and high-quality industry [23][24]. - As safety testing becomes a market entry requirement, companies are expected to focus on research and development to meet higher technical standards [26].

Core Viewpoint - The establishment of the China Electric Power Construction Corporation (China Electric) Energy Storage Safety Technology Center aims to support the national energy storage safety strategy, focusing on safety regulation, technology research and development, and industry leadership in the field of electrochemical and new energy storage [3]. Group 1 - The Energy Storage Safety Technology Center will create an integrated platform covering the entire energy storage industry chain, including think tank support, safety regulation, technological innovation, and talent cultivation [3]. - The center will operate under a two-tier organizational structure, consisting of "1 headquarters + 6 major business institutions," facilitating a collaborative operational system that includes policy research, safety evaluation, testing and certification, technology research and development, empirical communication, and comprehensive management [3][4]. - The center's director outlined the main tasks for the future, emphasizing the need for standardization, establishment of testing and certification centers, and talent development to support the safe and high-quality development of the energy storage industry [4]. Group 2 - The center will comprehensively review the current national and industry standards in the energy storage field, analyze industry development trends, and establish a roadmap for standard formulation [4]. - There is a commitment to actively promote the construction of energy storage verification and testing bases, benchmarking against advanced practices to create a national-level energy storage verification and testing base [4]. - The center aims to leverage its platform for talent development, building a team of experts in the energy storage field to provide intellectual support for the nation and industry [4].

Core Viewpoint - The article highlights the successful completion of a large-scale fire test for the Envision Energy's smart trading energy storage system, demonstrating its superior performance in fire safety and system security, setting a new benchmark for energy storage asset protection [1][14]. Group 1: Test Overview - The fire test was conducted under the supervision of CSA Group and involved four Envision smart trading energy storage systems, each with a capacity of 5 MWh, charged to 100% state of charge (SOC) [3]. - The test was designed to simulate real-world scenarios, with the systems placed in close proximity, challenging industry standards for safety spacing [4]. Group 2: Test Results - The A unit burned for 49 hours and 32 minutes, reaching a peak temperature of 1297°C, while the B, C, and D units maintained low temperature increases, with B at 35°C, C at 44°C, and D at 43°C, all well below the warning thresholds for battery cells [6][9]. - The ignition process took nearly 3 hours, which is over 50% longer than typical ignition times, allowing for ample time for firefighting measures [7]. Group 3: Environmental Impact - The smoke generated during the test was fully collected and treated, ensuring no harmful emissions were released, thus establishing a standard for environmentally friendly fire testing in energy storage [11][13]. Group 4: Safety and Commercialization - Envision's energy storage system incorporates a three-tier safety system and a big data fire warning system, effectively managing thermal runaway risks and ensuring no safety incidents have occurred across over 300 global projects [14]. - The successful fire test allows for the quantification of safety risks in energy storage, creating conditions for insurance participation in energy storage investments and operations, further promoting commercialization in the sector [14].

Core Viewpoint - The article highlights the successful demonstration of the supramolecular immersion battery technology, showcasing its superior safety performance compared to conventional battery systems, particularly in preventing thermal runaway under extreme conditions [1][2][3]. Group 1: Event Overview - The event titled "Supramolecular Immersion Battery Pack Thermal Runaway Suppression Test Observation Activity and Battery Safety Technology Exchange Seminar" was held in Beijing, attended by over a hundred experts, scholars, and industry representatives [1][2]. - The demonstration by Xinyuan Zhichu Energy Development (Beijing) Co., Ltd. received high praise from attendees, who believe this technology could address the industry's thermal runaway issues and support the construction of new energy storage demonstration zones in Beijing [2][3]. Group 2: Technical Demonstration - The test conducted under the supervision of SGS and Guolian Laboratory showed that the immersion battery module remained stable and safe, with the highest temperature controlled below 125°C, while conventional modules experienced rapid temperature spikes exceeding 700°C [3][6]. - The stark contrast in performance between the supramolecular immersion technology and conventional battery systems was highlighted, emphasizing the former's ability to prevent thermal runaway and achieve "non-flammable, non-explosive" conditions [3][6]. Group 3: Industry Implications - The core technology demonstrated is set to be applied in the supramolecular immersion commercial storage series products, with plans for large-scale commercial application by 2025 [9]. - The advancements in safety performance are expected to significantly reduce safety risks associated with large-scale energy storage deployments, laying a crucial foundation for the high-quality development of the energy storage industry [9].