中国储能产业已跨越初期的示范验证阶段，正驶入以"实际效益"和"全生命周期价值"为导向的规模化发 展快车道。市场的评判标准发生了根本性转变：实验室参数不再是唯一标尺，在极端环境下的长期可靠 运行、面对GWh级订单的稳定交付能力、以及项目全生命周期的经济性，成为衡量企业核心竞争力的 新准绳。特别是在我国西北、华北等新能源富集区，大规模储能电站已从"可选项"变为支撑电网稳定、 提升消纳能力的"必选项"。这些动辄GWh级别的真实项目，成为检验储能企业综合实力的终极试炼 场。 产能与效率：支撑规模化的硬核底座 签订120GWh的战略协议需要魄力，而履行它则需要坚实的产业底座。海辰储能的产能扩张速度堪 称"狂奔"，其储能电池有效年产能从2022年的5.4GWh飙升至2024年的49.7GWh，年复合增长率高达 203%。截至2025年6月，设计年产能已达64.4GWh。更关键的是，其产能并非盲目建设，上半年高达 96% 的产能利用率，证明了其产能规划与市场需求的高度匹配，以及卓越的产销协同能力。 在这场试炼中，海辰储能与中车株洲所于2025年12月5日达成的战略合作，堪称一个标志性事件。双方 签署为期五年(2026-20 ...

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].