在国际市场，随着欧洲去库存周期接近尾声，以及公司营销投入效果显现，海外业绩结构性改善，步入 温和增长通道。公司深化与核心客户的战略合作，并探索新商业模式，挖掘储能价值。家储产品及电芯 获日本JET认证，工商储系统通过IEC62619、UL1973等多重认证，并已实现规模销售。 国内市场方面，公司通过项目开发与产品销售双轨推进，加速储能渗透，应用场景覆盖电网侧、工业园 区、离网储能、5G基站及充电站等多个领域。2025年上半年，新型液冷储能产品在长三角、珠三角及 华中等区域规模化应用，电网侧液冷集装箱实现突破；轻型动力与钠电池产品完成批量交付，加速铅酸 替代。 （文章来源：证券日报） 本报讯 （记者张文湘见习记者占健宇）8月21日晚间，上海派能能源科技股份有限公司（以下简称"派 能科技"）披露2025年半年报。2025年上半年，公司实现产品销售量1328MWh，实现营业收入11.49亿 元，归母净利润达1391.17万元。其中，二季度公司产品销售量达927MWh，环比增长131.17%。 派能科技业绩稳中向好，离不开其持续的技术研发投入和核心市场渗透。中报显示，2025年上半年，公 司研发费用达1.59亿元，占 ...

Core Viewpoint - The long-duration energy storage sector is expected to accelerate expansion, with a projected global market size exceeding $223 billion (approximately 1.59 trillion RMB) by 2044 as renewable energy's share in the energy structure rises to 15%-20% [1]. Group 1: Industry Trends - The traditional 314Ah battery solution requires over 1 million cells for a 1GWh storage station, leading to high integration complexity, cost control difficulties, and safety reliability issues, necessitating specialized technological breakthroughs [2]. - The global energy storage market is shifting from being "policy-driven" to "value-driven," where product iteration speed directly influences manufacturers' survival [6]. - The market saw a surge in investment in energy storage projects, with 26 projects initiated in 2022, totaling over 300 billion RMB [5]. Group 2: Company Developments - Haicheng Energy Storage launched the 1175Ah dedicated battery, which addresses the specific needs of long-duration storage, marking a transition from "general products" to "scene customization" [3]. - The evolution from 280Ah to 587Ah and 1175Ah batteries reflects a "R&D-product-scene" closed loop, showcasing Haicheng's strategic foresight and commitment to long-term value through continuous R&D investment [10]. - Haicheng Energy Storage has filed over 3,900 patents globally, with more than 690 invention patents authorized, establishing a comprehensive intellectual property network across key markets [13]. Group 3: Technological Innovations - The 1175Ah battery, designed for 4-hour-plus scenarios, represents a significant advancement in energy storage technology, enabling a shift from conceptual designs to practical solutions [14]. - Haicheng's focus on independent R&D has led to breakthroughs in safety, efficiency, consistency, lifespan, and cost, forming a unique technological ecosystem [12]. - The company has developed a multi-dimensional patent combination to mitigate intellectual property infringement risks, particularly in the large-capacity cell sector [17].