Core Insights - Yongtai Energy's subsidiary, Beijing Dertai Energy Technology Co., Ltd., won two prestigious awards at the 5th China Flow Battery Energy Storage Conference, highlighting its innovation and research capabilities in the flow battery sector [1] - The company has established a strong technical foundation through collaborations with top universities, resulting in over 20 core patent technologies related to all-vanadium flow batteries [1][2] - Dertai Energy has developed advanced products, including a 32kW stack with improved current density and energy efficiency, and a 500kW/2MWh containerized energy storage module [2] - The company has addressed key industry challenges by developing a solid capacity-enhancing material that significantly reduces costs and expands operational temperature ranges [2] - Dertai Energy has secured a stable supply of vanadium resources through strategic acquisitions, enhancing its competitive edge in the flow battery market [3] - The new energy storage action plan aims for a significant increase in installed capacity by 2027, presenting growth opportunities for vanadium flow batteries [3] Summary by Sections Awards and Recognition - Dertai Energy's subsidiary received the "2024-2025 China Flow Battery Energy Storage Innovation Breakthrough Award" and its chief scientist was named "2024-2025 China Flow Battery Research/Education Pioneer" [1] Technological Advancements - The company has developed a 32kW stack with a current density of 180mA/cm and energy efficiency exceeding 80%, while reducing single-stack power costs by 28% [2] - A new solid capacity-enhancing material has been developed, allowing for a 1 kg replacement of 1.45 liters of traditional vanadium electrolyte at a cost of 40% to 60% of the latter [2] Resource Security - Dertai Energy owns 158.89 million tons of vanadium pentoxide resources, ensuring a reliable supply of raw materials for its flow battery production [3] Market Opportunities - The new energy storage action plan sets a target of over 180 million kW of new energy storage capacity by 2027, positioning vanadium flow batteries for significant growth [3]

Core Insights - The National Energy Administration's report indicates that by the end of 2024, China's new energy storage capacity will reach 73.76 million kilowatts/168 million kilowatt-hours, accounting for over 40% of the global total, making it the largest in the world [1] - There are concerns regarding the existing power grid's underutilization, with over 50% idle capacity for most of the year, highlighting the need for new technological approaches in energy storage [1] - A forum on "AI Empowering New Power Systems and Urban Resilience Enhancement" was held, focusing on the application of vanadium redox flow battery technology in urban settings and the construction of new power systems [1] Group 1 - Academician Zhong Zhiyong emphasized that vanadium redox flow batteries are one of the preferred technologies for grid-level energy storage due to their safety, flexibility, long lifespan, and recyclability, making them suitable for large-capacity, long-duration storage scenarios [2] - The construction of long-duration large storage systems on the user side using vanadium redox flow batteries can help manage peak demand, avoiding the high costs associated with building oversized grids for short peak periods [2] - The research team plans to leverage advanced technologies such as deep learning and digital twins to enhance the operational efficiency and reliability of vanadium redox flow battery systems [2]

截至目前，永泰能源子公司德泰储能已构建起坚实的专利壁垒，累计拥有储能专利23项，其中：张家港 德泰储能已累计申请专利25项（发明专利14项、实用新型专利11项）、15项专利已获正式授权。 2024年4月，德泰储能自主开发设计的32kW电堆顺利通过中国电力科学研究院检测，以严苛标准验证了 产品的性能可靠性；仅一年多时间，2025年9月，公司便完成电堆升级迭代——依托石墨烯电极关键材 料技术，结合电堆流道结构的优化设计，新迭代的电堆工作电流密度提升至180mA/cm²，能量效率突破 80%，功率提升至45kW，同时单堆功率成本大幅降低28%。此外，还完成500kW/2MWh集装箱式储能 模块研发，集成自研BMS系统，为大规模储能项目提供模块化解决方案。 上游资源的自主可控是储能产业高质量发展的核心基石。德泰储能通过收购优质钒矿资源，构建起坚实 的资源保障，目前已拥有优质五氧化二钒资源量达158.89万吨，在上游领域形成突出竞争优势，其中： 汇宏矿业平台山钒矿平均品位高达1.06%，规划建设的6000 吨/年高纯五氧化二钒选冶生产线，凭借其 重要战略价值，成功入选酒泉市重大项目、甘肃省重大项目及国家2024年度重大 ...

Core Viewpoint - The successful completion of the main engineering work for the 1 million kW + 200,000 kW/1 million kWh all-vanadium flow battery energy storage project in Xinjiang marks a significant advancement in the large-scale exploration of energy storage, injecting strong momentum into the development of the renewable energy sector [1] Group 1: Project Details - The all-vanadium flow battery energy storage project has an installed capacity of 1,000 megawatts and an average annual power generation of approximately 1.72 billion kWh [1] - Compared to traditional thermal power plants, this project can reduce carbon dioxide emissions by over 1.6 million tons annually [1] - It is recognized as the largest all-vanadium flow battery energy storage project in the country, with a storage capacity of 1 million kWh and a duration of 5 hours, showcasing strong energy conversion and supply capabilities [1] Group 2: Future Projections - By the end of 2025, the new energy storage grid-connected capacity in Xinjiang is expected to exceed 20 million kW, with a total of 218 new energy storage stations to be built [1] - The installed capacity of these energy storage projects will rank among the top in the country and first in the western region [1]