Core Viewpoint - The Chinese energy storage industry is transitioning from "wild growth" to "high-quality development" in 2025, driven by policy changes that emphasize true profitability and the adoption of active balancing technology as a core solution [2]. Group 1: Performance Assessment - Energy storage systems must avoid revenue risks when certain performance characteristics emerge [3]. - Active balancing technology is crucial for addressing lifespan risks by monitoring cell status in real-time and redistributing energy among cells [5]. - The technology can mitigate four major lifespan risks, extending equipment replacement cycles, increasing operational revenue, and reducing cost inputs [5]. Group 2: Project Case Study - The Gansu Minle 40MW/80MWh energy storage project serves as a practical example of active balancing technology [8]. - The project faced capacity degradation, with actual battery capacity dropping to 70%-75% of initial capacity, leading to reduced operational efficiency and increased maintenance costs [6]. - Active balancing can correct cell inconsistency, slow capacity degradation, and enhance charge/discharge efficiency [7]. Group 3: Testing and Results - A comparative experiment was conducted to analyze the impact of active balancing on battery performance, with two battery cabins tested under different conditions [9][10]. - After 11 months, the cabin with active balancing showed a minor capacity decline of 0.90%, while the cabin without it experienced a significant decline of 6.74% [15][25]. - The active balancing cabin maintained better consistency and overall performance, while the other cabin's performance deteriorated significantly [25][26]. Group 4: Future Implications - As the electricity spot market expands, the demand for stable performance and long-term profitability in energy storage projects will increase [26]. - Active balancing technology will play a vital role in managing cell consistency and optimizing lifecycle costs, helping projects overcome challenges related to lifespan degradation and revenue shrinkage [26].

构建生态、全链赋能、用产业创新拉动科技创新和金融创新……4月28日，一场关于储 能高质量发展的研讨活动在"中国储能之都"包头市举行。院士专家和行业代表们关于"抱团 取暖"的发展共识，对于正在由政策导向向市场导向转变的中国储能而言，无疑有着重大的 启发意义。 为此，钟发平在2024年11月28日组织发起成立大储能生态创新联合体，23家成员单位分 别来自央国企、上市公司、产业链优秀企业、知名高校、科研院所、金融与人才服务机构。 成立以来，创新联合体以市场需求为牵引，成员互为客户、互为供应商、互为上下游，有效 避免低水平重复建设和无序竞争。通过市场需求倒逼，联合体推动高校和科研院所在关键共 性技术和卡脖子技术节点上进行攻关，开展数字化安全诊断技术研究，实现退役锂电池高选 择性氯化回收工艺的颠覆性创新，形成了从自然矿山到城市矿山的闭环强链，有效应对电池 全生命周期碳足迹要求、碳排放、生产者责任和电池护照等绿色壁垒。 储能技术涉及能源、材料、电力电子、人工智能等多学科交叉，其本质是人才复合能力 的竞争。但受到传统价值观、编制、职业发展预期、人才评价标准与机制的影响，复合型人 才入职企业的意愿度普遍较低。为此，钟发平提出 ...