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获1.2GW大单!“工控小华为”,储能闷声发大财?
行家说储能· 2025-05-14 07:19
Core Viewpoint - The article highlights the strategic advancements of Huichuan Technology in the energy storage sector, particularly through its collaboration on the Bundey project in Australia, aiming to establish a global benchmark for energy storage solutions [2][5]. Group 1: Project Collaboration - Huichuan Technology has partnered with China Energy Construction Corporation's subsidiary Zhongchu Technology and Australia's Genaspi Energy to develop the Bundey project, which has a capacity of 1.2GW/3.9GWh [2][3]. - The project is currently in a substantive advancement phase, with the three parties having submitted core technology solutions for certification by the Australian National Grid [3]. Group 2: Strategic Partnerships - Huichuan Technology is actively building an "ecosystem" in the energy storage field, forming strategic partnerships with various companies, including Haibo Shichuang, Cairi Energy, Pengcheng Unlimited, and TGOOD [8][10]. - The partnerships focus on technology research and market development, with Huichuan Technology's 2024 annual report indicating a three-year period of preparation leading to a "harvest period" in energy storage [10]. Group 3: Product Development and Market Expansion - Huichuan Technology has developed a series of energy storage products, including PCS for generation and grid sides, commercial energy storage, and household storage solutions, with a significant increase in shipments, surpassing 7GW in 2024 [11][14]. - The company has introduced innovative products such as the All-liqcool full liquid cooling energy storage system and a new generation of high-power centralized PCS, which has reduced the footprint by over 20% compared to previous models [16][14]. Group 4: Future Outlook - The company plans to enhance its capabilities in providing comprehensive energy solutions for commercial enterprises and aims to make breakthroughs in overseas energy business [16][18]. - A new energy storage factory in Xi'an is set to commence operations in 2025, which will significantly improve the delivery efficiency of energy storage products and strengthen the company's market competitiveness [18].