Core Viewpoint - The storage industry is shifting from "scale competition" to "value competition," emphasizing the need for capacity changes to address demand-side pain points as the market faces policy changes in 2025 [3][20]. Group 1: Capacity Specifications and Innovations - The competition in storage cell capacity specifications has escalated to 587Ah and 684Ah, following previous standards of 280Ah and 314Ah [2]. - Hai Chen Energy's 587Ah and 1175Ah cells represent a symbiotic relationship, sharing a pack and system platform, with the 587Ah cell being a derivative designed for 2-hour scenarios [11]. - The 587Ah cell's design focuses on standardization and compatibility, allowing for faster market response and lowering the adaptation threshold across the supply chain [8]. Group 2: System Development and Efficiency - Hai Chen Energy has shifted from a model where "cell specifications dictate system architecture" to one where "systems define cells," enhancing system integration efficiency [6]. - The company has achieved over 11,000 cycles in battery life and implemented patented safety technologies to prevent thermal runaway, ensuring high safety standards [15]. - The overall system energy efficiency exceeds 94.5%, reflecting significant investment in technology, with over 1.2 billion yuan allocated to R&D from 2022 to 2024 [19]. Group 3: Ecosystem and Market Positioning - Hai Chen Energy's approach integrates technology depth with commercial acumen, positioning it to lead the global storage market amid rising demand for large-capacity storage [14]. - The company has developed a comprehensive technical system covering materials, batteries, systems, manufacturing, and recycling, allowing for rapid technological iteration and product upgrades [18]. - By focusing on scene penetration capabilities and a robust intellectual property strategy, Hai Chen Energy has established a competitive edge with over 3,900 patents [16]. Group 4: Future Directions and Strategic Moves - The launch of the 1000Ah+ long-duration storage cell and the 6MWh+ system at the first Ecosystem Day marks a significant innovation in storage system design [23]. - The transition to a 4-column architecture for 2-hour applications in 2024 highlights the cost advantages over traditional systems [24]. - Hai Chen Energy's strategy emphasizes transforming capacity competition into scene adaptation, aiming for lower cost per kilowatt-hour and higher scene matching [28][29].