作者 | 贝隆行业研究 "到2030年，全球可再生能源发电装机容量将翻番，增加4600GW。" 国际能源署（IEA）在《2025年可再生能源：到2030年的分析与预测》中描绘了一幅可再生能源高歌猛进的宏大图景，光伏、风能作为可再生能源的主要 组成部分，无疑是这场能源"狂欢"的主角。 但与此同时，风光占比的快速增长给电网系统带来了严峻挑战。国际能源署在报告中指出，到2030年，间歇性可再生能源将供应全球近30%的电力，是当 前水平的2倍。若缺乏有效的平抑手段，"弃风弃光"现象无疑会愈演愈烈。 这场"发电狂欢"与"消纳困境"的矛盾背后，指向一个核心命题：新能源的波动性需要长时储能来驯服。 "当前中国弃风弃光现象与电力紧缺矛盾并存，根源在于缺乏能够长时间平抑能量波动的储能技术。"中国科学院院士赵天寿的论断，道出了行业共识。业 内普遍认为，当新能源发电占比超过20%时，4小时以上长时储能将成为刚需；占比突破50%后，8小时以上长时储能必不可少。 那么，企业究竟如何破局？带着这个问题，笔者对海辰储能进行了调研。笔者发现，这家被称为"锂电长时储能创领者"的企业，早已开始了相关布局，为 行业提供一个兼具技术可行性与商业落地 ...

这场"发电狂欢"与"消纳困境"的矛盾背后，指向一个核心命题：新能源的波动性需要长时储能来驯服。 作者 | 贝隆行业研究 "到2030年，全球可再生能源发电装机容量将翻番，增加4600GW。" 国际能源署（IEA）在《2025年可再生能源：到2030年的分析与预测》中描绘了一幅可再生能源高歌猛进的宏大图景，光伏、风能作为可再 生能源的主要组成部分，无疑是这场能源"狂欢"的主角。 但与此同时，风光占比的快速增长给电网系统带来了严峻挑战。国际能源署在报告中指出，到2030年，间歇性可再生能源将供应全球近30% 的电力，是当前水平的2倍。若缺乏有效的平抑手段，"弃风弃光"现象无疑会愈演愈烈。 "当前中国弃风弃光现象与电力紧缺矛盾并存，根源在于缺乏能够长时间平抑能量波动的储能技术。"中国科学院院士赵天寿的论断，道出了行 业共识。 业内普遍认为，当新能源发电占比超过20%时，4小时以上长时储能将成为刚需；占比突破50%后，8小时以上长时储能必不可少。 那么，企业究竟如何破局？带着这个问题，笔者对海辰储能进行了调研。笔者发现，这家被称为"锂电长时储能创领者"的企业，早已开始了相 关布局，为行业提供一个兼具技术可行性与商业落 ...

Core Insights - The article highlights the impressive growth and market positioning of Haicheng Energy Storage, which has become a top player in the global energy storage sector by focusing solely on energy storage technology without diversifying into other areas [1][3]. Company Performance - In the first half of 2025, Haicheng Energy Storage reported a revenue of 6.971 billion yuan, marking a year-on-year increase of 224.6%, and achieved a net profit of 213 million yuan, successfully turning around from previous losses [3]. - The company ranks as the second in global energy storage battery shipments and second in electric power storage shipments, with a projected market share of 11% in 2024 [3]. Technological Advancements - Haicheng Energy Storage has invested significantly in research and development, increasing its R&D expenditure from 197 million yuan in 2022 to 530 million yuan in 2024, totaling over 1.5 billion yuan by mid-2025 [4]. - The company has developed a range of innovative products, including the world's first 1000Ah long-duration energy storage battery and the ∞Cell 1175Ah battery, which boasts a cycle life of over 11,000 times and operates effectively in extreme temperatures [4][5]. Market Strategy - The company has chosen to focus exclusively on the energy storage sector, distinguishing itself from competitors who are diversifying into multiple areas [5]. - Haicheng Energy Storage's commitment to deepening its expertise in energy storage has positioned it as a benchmark in the industry, with plans to restart its IPO process on the Hong Kong Stock Exchange [1][5]. Future Outlook - With the increasing demand for long-duration energy storage and the expansion of applications in AI data centers and renewable energy integration, Haicheng Energy Storage is expected to continue its growth trajectory and deliver further innovations [5].

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].

Core Insights - The increasing penetration of renewable energy is driving higher demands for energy storage duration and performance, with a focus on safe long-duration energy storage systems [2][3] - Recently, Haicheng Energy showcased two significant advancements at the SNEC 2025 International Solar Photovoltaic and Smart Energy Conference, including the world's first kilowatt-hour storage battery and a successful extreme combustion test [2][3] Group 1: Technological Advancements - Haicheng Energy has achieved mass production of the world's first 1175Ah battery cell, marking a significant step towards large-scale application in long-duration energy storage [4][5] - The new battery cell offers four key advantages: ultra-large capacity, ultra-long lifespan, ultra-high safety, and ultra-low cost, with a capacity 3.7 times that of traditional 314Ah cells and a cycle life exceeding 10,000 cycles [5][6] - The production efficiency of the new battery cell has improved by 35-45% due to innovative manufacturing processes, and the associated energy storage system has reduced costs by 30% compared to traditional solutions [5][6] Group 2: Safety Innovations - Haicheng Energy conducted a groundbreaking open-door combustion test on its 5MWh storage system, demonstrating its safety performance under extreme conditions [7][8] - The test revealed that the system maintained temperatures well below the thermal runaway threshold, showcasing its ability to prevent fire spread and protect personnel during emergencies [8][9] - This test sets a new safety benchmark for the energy storage industry, validating the system's autonomous fire protection capabilities without external intervention [8][9] Group 3: Industry Impact - The advancements in long-duration energy storage technology are crucial for the development of new power systems, addressing key challenges such as initial costs and safety performance [3][4] - The successful mass production of the 1175Ah battery cell and the innovative safety testing position Haicheng Energy as a leader in the transition to a TWh-scale energy storage era [4][6] - The company's commitment to safety and innovation reflects a broader trend in the industry towards sustainable and reliable energy storage solutions [9][11]