"虽然短期储能行业面临需求波动和投资模型重构的挑战，但长期来看，《通知》将推动储能行业向技 术密集型、市场化服务型转型。"连湛伟称。 近日，中国电力旗下新源智储董事长连湛伟在接受中国证券报记者专访时表示，当前储能行业正迎来深 刻变革，技术创新与品质坚守将成为企业破局"内卷"的关键。 他表示，品质坚守是储能企业的生命线，大数据、AI与储能技术的深度融合，将帮助企业实现从仿真 设计到系统集成，从生产制造到电池安全管理，从项目规划到电站主动安全管理的全链条品质提升。 向全链条整体化服务转型 在谈及企业应对行业内卷的策略时，连湛伟称："通过技术创新，在保证产品品质的基础上压降成本； 同时，从单一的储能设备供应商向全链条服务商的转型，是我们破内卷的核心思路。" 他进一步介绍，储能系统在电源侧、电网侧和用户侧的应用虽有共性，但每个场景的重点却大不相同。 目前，新源智储的主要市场集中在电源侧和电网侧。 具体而言，在电源侧，储能系统主要解决新能源发电的间歇性和不平衡性问题；在电网侧，储能系统则 侧重于调峰调频和功率电压支撑；在用户侧，储能系统的主要目的是峰谷套利和应急备用。 "应用场景、服务对象、收益模式虽各有不同，但产品设 ...

● 本报记者刘杨 近日，中国电力旗下新源智储董事长连湛伟在接受中国证券报记者专访时表示，当前储能行业正迎来深 刻变革，技术创新与品质坚守将成为企业破局"内卷"的关键。 他表示，品质坚守是储能企业的生命线，大数据、AI与储能技术的深度融合，将帮助企业实现从仿真 设计到系统集成，从生产制造到电池安全管理，从项目规划到电站主动安全管理的全链条品质提升。 《通知》发布后，新源智储加大了对工商业储能的市场开拓力度，并针对工商业储能安全要求高、使用 频次高、运维成本高等痛点，打造了区别于行业常规技术的差异化产品——超分子全浸没式工商业储能 一体机。 向全链条整体化服务转型 在谈及企业应对行业内卷的策略时，连湛伟称："通过技术创新，在保证产品品质的基础上压降成本； 同时，从单一的储能设备供应商向全链条服务商的转型，是我们破内卷的核心思路。" 他进一步介绍，储能系统在电源侧、电网侧和用户侧的应用虽有共性，但每个场景的重点却大不相同。 目前，新源智储的主要市场集中在电源侧和电网侧。 具体而言，在电源侧，储能系统主要解决新能源发电的间歇性和不平衡性问题；在电网侧，储能系统则 侧重于调峰调频和功率电压支撑；在用户侧，储能系统的主要 ...

Core Viewpoint - CATL officially announced the mass production and delivery of the next-generation large-capacity energy storage cell, the 587Ah cell, at the 2025 Energy Storage Technology Day, emphasizing the creation of real value and exploring optimal solutions for the next generation of energy storage cells [1][3]. Group 1: Product Features and Innovations - The 587Ah cell is the first mass-produced energy storage cell of its kind, developed over three years, demonstrating that larger cells are not always better, and finding a balance among various complex factors is crucial [3]. - The 587Ah cell achieves a 40% reduction in the total number of system components, decreasing from 30,000 to 18,000, while adhering to the 45-ton transportation weight limit for hazardous materials [3]. - The cell has improved safety, energy density, lifespan, and system efficiency, with a 5% increase in the return on investment over its lifecycle compared to the previous generation [3]. Group 2: Quality and Production Capabilities - The 587Ah cell boasts industry-leading quality and delivery capabilities, with a single defect rate reaching PPB level (parts per billion) and a safety control level of 7.5 sigma, while production efficiency has increased by 50% and carbon emissions have been reduced by 57% [4]. - The cell's energy density reaches 434Wh/L, a 10% improvement over the previous generation, and the system energy density has increased by 25% [5]. Group 3: Reliability and Safety - The 587Ah cell significantly enhances reliability, with a fault rate due to self-discharge being an order of magnitude lower than that of stacked batteries, ensuring stable long-term operation of energy storage stations [9]. - A three-dimensional defense system composed of safe electrolytes, non-diffusing anodes, and heat-resistant isolation membranes ensures high safety for the 587Ah cell, passing national mandatory standards [9]. Group 4: Market Position and Future Outlook - CATL has maintained the top global shipment volume of energy storage cells for four consecutive years, with over 256GWh deployed across more than 1,000 projects, all maintaining a zero-accident record [6]. - The 587Ah cell is positioned to set a new benchmark for quality and value in the energy storage industry amid the ongoing transformation driven by policy and market forces [6].