文 | 壳牌（上海）技术有限公司 9 月 24 日， 壳牌（上海）技术有限公司与重庆清安能源有限公司正式签署战略合作协 议。 此次签约旨在进一步深化双方既有合作基础，围绕储能领域核心技术与市场需求， 构建全方位协同发展体系。 根据协议内容，双方将聚焦于锂离子电池全浸没储能系统的开发与推广，在技术协同创 新、产品兼容性测试、行业标准制定、品牌联合推广以及全球供应链保障等方面展开全方 位合作。双方还将优先在项目中应用对方产品与服务，以谋求共同发展。 联盟官微 关注政策、项目、企业、市场活动 联盟官方小秘书 入会、入群、产业交流、活动对接 签约仪式同期， 清安联合壳牌发布了重磅新品——全球首款直冷浸没储能系统。 在全球 储能装备竞争白热化的背景下，成本高昂、能效受限、安全性不足是行业普遍痛点。而此 次联合发布的直冷浸没储能系统，正是针对上述行业痛点与实际需求研发，旨在通过技术 创新为储能装备升级提供新解决方案。 ESIE 2026 储能产业发展的风向标 预定展位详情咨询： 曹先生 13 5 5 2 7 1 2 1 8 9 王先生 13 5 8 1 8 8 5 5 2 0 李先生 13 5 8 1 7 4 1 6 8 ...

关注公众号，点击公众号主页右上角" ··· "，设置星标 "⭐" ，关注 鑫椤锂电 资讯~ 本文来源：楚能新能源 高可靠 ： 588Ah电池平移了已量产的472Ah电池成熟材料体系及制造工艺，核心可靠性已通过前置验证，有效控制了 新品风险，为客户带来"可预期、可依赖"的稳定品质与快速量产交付的双重保障。 高安全 ： 高安全是 588Ah电池大规模应用的基石。楚能构建了从"事前预防"到"事中控制"再到"事后防护"的全栈安 全体系。通过结构材料的创新设计，有效降低内短路及析锂风险；独创定向泄压通道设计，实现高温气流毫秒级定向泄 压。 长寿命 ： 长寿命是 588Ah电池对全生命周期收益的保障。通过正极多级粒径调控、负极稳定骨架设计、电解液自修 复技术三大核心技术，精准应对电池衰减难题，实现超12000次的循环寿命与优异的容量保持率，以时间见证价值。 9月25日，楚能新能源新品发布会在宜昌举行，楚能新能源执行副总裁卜相楠重磅 发布新一代588Ah大容量储能专用 电池。 楚能新能源董事长代德明、总裁黄锋与现场数百家合作伙伴、金融机构、媒体嘉宾共同见证这一重要时刻。 本次储能新品发布，是楚能在新设备、新产线、新工艺、新 ...

Core Viewpoint - Chuangneng New Energy has launched a new generation 588Ah large-capacity energy storage battery, showcasing advanced technology in materials, structural processes, and intelligent manufacturing [2][3]. Group 1: Product Features - The new 588Ah battery achieves a breakthrough in winding technology with an energy density of 190Wh/kg and a volume energy density of 419Wh/L, with an energy efficiency of 96.5%, reaching industry-leading levels [3]. - The CTP2.0 energy storage PACK solution reduces material types and quantities by 20%, with a single PACK mass energy density of 170Wh/kg and a volume energy density of 285Wh/L, leading globally [3]. - The "Transformable King" system platform allows for flexible combinations based on project requirements, with standard capacities of 3.13MWh for a 10-foot container and 6.26MWh for a 20-foot container, enhancing adaptability to diverse applications [4]. Group 2: Reliability and Safety - The 588Ah battery utilizes a mature material system and manufacturing process from the previously mass-produced 472Ah battery, ensuring reliability and rapid mass production [5]. - A comprehensive safety system is established, focusing on prevention, control, and protection, with innovative designs to reduce internal short circuits and lithium plating risks [5]. Group 3: Longevity and Cost Efficiency - The 588Ah battery boasts a cycle life exceeding 1200 times, addressing battery degradation issues through advanced technologies [5]. - The application of the "Transformable King" system platform is expected to reduce land area by 20% and the number of prefabricated cabins by 27%, while operational costs are projected to decrease by over 20% [4].

中证报中证网讯(记者张鹏飞)在全球能源转型加速、长时储能需求攀升的行业背景下，全钒液流电池凭 借高安全性、长寿命等优势成为储能领域焦点。近日，永泰能源（600157）传来捷报，旗下子公司德泰 储能在武汉举办的第五届中国液流电池储能大会上收获颇丰，其控股子公司张家港德泰储能荣获"2024- 2025年度中国液流电池储能创新突破奖"，德泰储能研究院院长、首席科学家贾传坤教授则获评"2024- 2025年度中国液流电池储能科研先锋人物"。此前，德泰储能还曾拿下中国发明协会颁发的"储能全钒液 流电池产业化关键技术二等奖"，多项行业权威奖项加持，彰显其在全钒液流储能领域的技术实力。 奖项背后，是永泰能源在核心技术领域的持续深耕。依托"产学研用"融合创新体系，德泰储能与新加坡 国立大学、长沙理工大学等顶尖院校合作，成功转化二十余项全钒液流电池核心专利技术，覆盖关键材 料、电堆结构等产业核心环节。截至目前，德泰储能累计拥有储能专利23项，张家港德泰储能累计申请 专利25项(含14项发明专利)，其中15项已获授权，并入选张家港市专利产业化优秀案例集，技术落地成 效显著。 核心产品迭代升级同样亮点十足。2024年4月，德泰储能 ...

技术进步、市场需求和降本需求等多重因素驱动， 2025 年，储能电池、系统大容量迭代竞逐愈发激烈。 9 月 18 日，比亚迪全球首发其全新一代储能系统"浩瀚"。 其搭载的 2710Ah 储能专用刀片电池创下全球容量之最，与常规储能电池相比， 容量提升 300% 以上 ， 实现跨越级能量密度突破。 在安全和可靠性层面，浩瀚整机防护等级达到 IP66 ，实现完全防尘和防水，并在风沙等极端环境中保持稳定运行。"浩瀚"系统已经通过针 刺、挤压、火烧等极端安全测试，安全等级对标核电标准。其搭载的 AI 智能温控系统，可在 -40 ℃至 60 ℃的极端温度环境下稳定运行， 成功解决高寒、高温地区储能部署难题。 借助 2710Ah 储能专用刀片电池的最新产品，以及系统集成技术，"浩瀚"储能系统的度电成本大约降低了 21.7% 、尘敏器件寿命提升约 100% 、系统故障率降低约 70% 、运维成本下降约 70% 。 据悉，比亚迪 2710Ah 储能专用刀片电芯，采用了纳米级高压密磷酸铁锂正极材料。纳米级颗粒和更高的压实密度不仅大幅提高锂离子的传 输效率，还进一步提升锂电池的能量密度、缩短充电时间。 在负极材料方面，比亚迪应用 ...

Core Viewpoint - China Power Construction Corporation (CPCC) is planning to spin off its subsidiary, CPCC New Energy, for an IPO on the Shanghai Stock Exchange, aiming to raise 9 billion yuan for investment in wind and solar energy projects [2][3]. Group 1: Company Developments - CPCC New Energy has released its prospectus, indicating a unique strategy that combines photovoltaic and comprehensive energy solutions with energy storage, focusing on innovative projects like thermal energy storage and hydrogen energy [2]. - The company has been actively exploring technology by establishing a research institute for new energy and energy storage, participating in multiple research center constructions, and enhancing its intellectual property protections [2][3]. - The initial announcement of the spin-off dates back to 2023, with CPCC New Energy successfully attracting ten investors and increasing its registered capital to 7.5 billion yuan [2]. Group 2: Financial Performance - CPCC New Energy's revenue for 2022 to Q1 2025 is projected to be approximately 8.38 billion yuan, 8.73 billion yuan, 9.8 billion yuan, and 2.66 billion yuan respectively, with net profits of about 1.77 billion yuan, 2.33 billion yuan, 2.55 billion yuan, and 510 million yuan [3]. - The share of solar power generation in the company's revenue is increasing, rising from 15.47% in 2022 to 28.38% in Q1 2025 [3]. - CPCC has maintained a stable growth trend, although it has experienced slight profit declines due to cyclical industry fluctuations and low gross margins in its energy construction business [3]. Group 3: Industry Trends - CPCC's energy storage layout has been stable, with the establishment of a safety technology center focusing on safety regulation, technology research, and talent development in the energy storage sector [4]. - The company signed 96 projects in the new energy storage field in the first half of the year, with a total contract value exceeding 20.9 billion yuan, indicating a successful transition to a new power system [4]. - The total contract amount for domestic projects reached approximately 545 billion yuan, a year-on-year increase of about 3.16%, while overseas contracts amounted to about 141.6 billion yuan, up 17.5% year-on-year [4][5].

Core Insights - Haicheng Energy has achieved a significant milestone by ranking Top 2 in both global energy storage battery shipments and global power storage shipments for the first half of 2025, reflecting its strong customized solutions and efficient global delivery capabilities [1][4][6] Industry Overview - According to InfoLink, the global energy storage cell shipment volume reached 240.21 GWh in the first half of 2025, marking a year-on-year increase of 106.1%. The second quarter alone saw shipments of 136.78 GWh, surpassing the previous record set in Q4 2024 [3] Company Capabilities - Haicheng Energy focuses on the energy storage sector and has developed a comprehensive global capability that spans material systems, product systems, system integration, and full-site services. This enables the company to provide customized integrated solutions for various scenarios, including extreme environments [4][6] - The company has successfully validated its customized solutions in diverse conditions, becoming a key partner in numerous benchmark projects, including large-scale clean energy bases and independent shared storage projects across China, the U.S., and Europe [4][6] Technological Innovation - Haicheng Energy has made significant technological advancements, including the launch of the industry’s first 1,175Ah long-duration energy storage battery in 2023, designed for scenarios requiring over 4 hours of storage. In 2024, it introduced a 587Ah high-capacity battery for 2-hour scenarios, optimizing safety, performance, and cost [6] - As of July 2025, the company has filed over 4,000 global patent applications, establishing a robust technological protection network that supports its competitive edge and global project implementation [6] Future Outlook - Moving forward, Haicheng Energy will continue to focus on the energy storage sector, driven by technological innovation and global strategic expansion. The company aims to enhance its product offerings and solutions, catering to diverse market needs while contributing to the global transition towards green and low-carbon energy [7]

Group 1: Financial Performance - In the first half of 2025, the company achieved a revenue of 257,345.65 million CNY, representing a year-on-year growth of 34.66% [1] - The net profit attributable to shareholders was 19,008.03 million CNY, with a remarkable year-on-year increase of 579.14% [1] - The gross margin for the main business was 33.05%, an increase of 1.02% compared to the previous year [1] - Research and development investment amounted to 18,693.01 million CNY, accounting for 7.26% of total revenue [1] Group 2: Business Segmentation - The smart grid business generated revenue of 12.54 billion CNY, contributing 48.74% to total revenue with a gross margin of 32.90% [2] - The energy storage business achieved revenue of 12.82 billion CNY, making up 49.83% of total revenue with a gross margin of 32.95% [2] - Other income, excluding smart grid and energy storage, was 0.37 billion CNY [2] Group 3: Market Expansion - The company focused on deepening its domestic market presence while developing new customers and strategic partnerships [2] - In the overseas market, the company implemented a differentiated layout, achieving a revenue of 12.81 billion CNY, which accounted for 49.78% of total revenue [2] Group 4: Technological Advantages - The company has nearly 30 years of experience in the power industry, contributing to its deep understanding of new power systems and participation in national standards [4] - It has developed core technologies in smart grid solutions, including IoT communication and advanced measurement [4] - The company has a robust certification system for its products, including multiple international standards [5] Group 5: Production Capacity and Future Plans - The current annual production capacity of the energy storage base in Yichun is approximately 10 GWh [6] - A new energy storage production base is being established in Indonesia, with an initial planned capacity of 3 GWh, expected to commence production in 2026 [6] Group 6: Industry Outlook - The energy storage industry is rapidly developing, transitioning from policy-driven to market-driven dynamics [7] - Emerging markets in the Middle East, Latin America, and Africa are becoming significant growth points for energy storage solutions [7] Group 7: Support from Major Shareholder - The company's major shareholder, Midea Group, provides substantial support in R&D, manufacturing, supply chain, and branding, enhancing operational efficiency and management [8]

Core Viewpoint - The report highlights the recent research conducted by Congrong Investment on Nandu Power, emphasizing its focus on the energy storage sector and the company's financial performance and growth strategies in the global market [1]. Company Overview - Nandu Power was established in 1994 and specializes in energy storage, providing lithium-ion and lead-acid batteries as core products and services, covering over 160 countries and regions globally [1]. - The company reported an operating revenue of approximately 3.923 billion yuan for the first half of 2025, a year-on-year decrease of 1.8 billion yuan, and a net profit attributable to shareholders of approximately -230 million yuan [1]. - In Q2, the company achieved a profit of approximately 34 million yuan, with a net cash flow from operating activities of 590 million yuan [1]. Market Performance - The company turned a profit in Q2 due to its deep engagement in the global energy storage market, securing high-margin orders, and experiencing rapid growth in the data center market [1]. - Nandu Power has a current lithium battery cell production capacity of 10 GWh and a new power storage integration capacity of 10 GWh, with ongoing projects in Huatuo Phase II and Yangzhou [1]. - The company is reducing production in its recycled lead segment and increasing research and development in phosphorous iron resource utilization [1]. Product Development - Nandu Power has developed large-capacity iron-lithium storage battery cells (783Ah and 587Ah) and completed the development of a 5MWh liquid-cooled storage system using a 314Ah semi-solid battery cell [1]. - The company has released a 20-foot 6.25MWh storage system and is expanding its overseas large storage market, with unfulfilled orders totaling 7.8 GWh, including 2.3 GWh from overseas markets such as Australia, Europe, the UK, and the Middle East [1]. Strategic Focus - Nandu Power has continuously won bids for multiple high-voltage lithium battery data center projects, with unfulfilled orders of approximately 0.8 GWh, and is developing third-generation high-voltage lithium battery products to provide "energy storage + backup power" solutions [1]. - The company's civilian lithium battery business is primarily focused on battery swapping and vehicle distribution, collaborating with vehicle manufacturers and distributors for product promotion [1]. - The 2.8 GWh semi-solid project consists of three independent storage projects located in Shenzhen and Shanwei, effectively alleviating the power supply and demand conflict in the Guangdong-Hong Kong-Macao Greater Bay Area [1]. - Nandu Power aims to continue its customer-oriented approach, relying on technological innovation to build core competitiveness and establish a dual-driven model of "technology research and development + market expansion" [1].

Core Insights - Kaishi Fund recently conducted research on Nandu Power, a company established in 1994, focusing on energy storage solutions, including lithium-ion and lead batteries, serving over 160 countries and regions globally [1] Company Overview - Nandu Power's revenue for the first half of 2025 is approximately 3.923 billion yuan, a year-on-year decrease of 1.8 billion yuan, with a net profit of approximately -230 million yuan. The company achieved a quarterly profit of about 34 million yuan in Q2, with a net cash flow from operating activities of 590 million yuan [1] - The company has a current lithium battery cell production capacity of 10 GWh and a new energy storage integration capacity of 10 GWh, with ongoing projects in Huatuo Phase II and Yangzhou [1] Market Performance - Nandu Power has seen a turnaround in Q2 due to its deep engagement in the global energy storage market, securing high-margin orders and experiencing rapid growth in the data center market, winning multiple significant projects [1] - The company has an order backlog of 7.8 GWh, with 2.3 GWh from overseas markets, primarily in Australia, Europe, the UK, and the Middle East [1] Product Development - Nandu Power is developing large-capacity iron-lithium storage cells (783Ah and 587Ah) and has completed the development of a 5MWh liquid-cooled storage system using a 314Ah semi-solid cell [1] - The company is also focusing on the development of third-generation high-voltage lithium battery products, providing "energy storage + backup power" solutions [1] Strategic Initiatives - The company is addressing power supply and demand issues in the Guangdong-Hong Kong-Macao Greater Bay Area through an 8GWh semi-solid project consisting of three independent storage projects located in Shenzhen and Shanwei [1] - Nandu Power aims to build core competitiveness through customer-oriented innovation and a dual-driven model of "technology research and development + market expansion" [1]