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储能行业暖意渐浓,长时储能成竞逐焦点
Mei Ri Jing Ji Xin Wen· 2025-08-24 13:25
Group 1 - The core viewpoint of the articles revolves around the evolving landscape of the energy storage industry, particularly the shift towards long-duration energy storage solutions and the increasing competitiveness among companies in this sector [1][2][3]. - HaiCheng Energy's focus on energy storage since its inception has led to significant growth, with its global ranking in shipment volume rising from fifth in 2023 to second in the first half of 2024 [3][4]. - The Chinese energy storage market is experiencing a transformation, with a projected planning capacity of over 1000GWh for 2024, but actual shipment volume only reaching 300GWh, indicating a utilization rate of less than 35% [1][5]. Group 2 - The demand for long-duration energy storage has surged, with major companies like CATL and EVE Energy beginning to invest heavily in this area, reflecting a broader recognition of the need for storage solutions in the energy transition [2][3]. - HaiCheng Energy has launched the world's first 1000Ah long-duration energy storage battery, with plans for rapid upgrades and iterations of their storage systems [4][5]. - The overseas energy storage market is also expanding, with a significant increase in orders, as evidenced by a 97% year-on-year growth in global energy storage cell shipments in the first half of 2025 [6].
订单排到10月 工厂满产运转超半年 储能行业回暖了?
Mei Ri Jing Ji Xin Wen· 2025-08-23 09:51
Core Insights - The energy storage industry is experiencing a shift towards long-duration energy storage solutions, with companies like Hai Chen Energy focusing exclusively on energy storage since their inception [1][3][4] - Hai Chen Energy has achieved significant milestones, including the production of its 100GWh product and a rise in global shipment rankings from fifth to second place in the first half of 2023 [1][3] - The market dynamics are changing, with increased demand for energy storage solutions and a notable rise in orders for companies like Hai Chen Energy, which has maintained full production capacity since March 2023 [5][6] Industry Trends - The Chinese energy storage market is projected to have a planned production capacity exceeding 1000GWh by 2024, but actual shipments are only around 300GWh, indicating a low utilization rate of approximately 35% [1] - Recent policy changes have impacted the investment landscape for energy storage, with previous restrictions on grid-side energy storage projects leading to a stagnation in investment [2][3] - The National Energy Administration's recent guidelines emphasize the importance of long-duration energy storage technology, indicating a strategic shift in focus for the industry [3][4] Company Developments - Hai Chen Energy has launched innovative products, including the world's first 1000Ah long-duration energy storage battery, and plans to rapidly upgrade its offerings [4][5] - The company has adopted a localized operational strategy, which has resulted in a significant increase in overseas revenue from 1% to 28.6%, with a gross margin exceeding 40% [6] - Other major players in the industry, such as CATL and EVE Energy, are also ramping up their efforts in long-duration energy storage, reflecting a broader trend in the market [4][5] Market Dynamics - The global energy storage market saw a 97% year-on-year increase in shipments in the first half of 2025, highlighting the growing demand for energy storage solutions [6] - Companies are transitioning from merely selling products to providing comprehensive solutions, including project design and financial services, to meet the evolving needs of international clients [7] - The current phase of energy storage development is likened to the growth of the power battery sector in 2016-2017, driven by expanding application scenarios and decreasing costs [5]
全球首款千安时长时储能电池∞Cell 1175Ah量产下线
中关村储能产业技术联盟· 2025-06-13 04:47
Core Viewpoint - The article highlights the successful mass production of the world's first 1175Ah long-duration energy storage battery by Haicheng Energy Storage, marking a significant advancement in the long-duration energy storage sector [1][3]. Group 1: Product Development and Innovation - Haicheng Energy Storage has launched the ∞Cell 1175Ah battery, designed specifically for 4-8 hours of long-duration energy storage, addressing the challenges faced by traditional 314Ah batteries, such as integration complexity, high costs, and safety concerns [3][5]. - The development of the ∞Cell 1175Ah battery involved overcoming unprecedented challenges, with a focus on creating an efficient production line and testing platform at Haicheng's Chongqing manufacturing base [5]. - Key innovations in the production process include breakthroughs in coating precision, electrode alignment efficiency, original cell structure design, manufacturing efficiency improvements, and enhanced consistency in cell packaging [5][7]. Group 2: Safety Measures - Haicheng Energy Storage has established a multi-level safety system to ensure the safety of high-capacity energy storage systems throughout their lifecycle [7][8]. - Safety features include advanced electrolyte technology, dual-mode thermal protection structures, and a sophisticated battery management system (BMS) that ensures both functional and network safety [7][8]. - The system's design incorporates fire-resistant materials and intelligent fire detection systems to enhance overall safety [8]. Group 3: Market Expansion and Certification - The ∞Cell 1175Ah battery has received UL1973 and UL9540A certifications from UL Solutions, confirming its safety standards and facilitating entry into the North American market [9]. - Haicheng Energy Storage has signed a strategic cooperation agreement with El-Mor, a leading EPC company in Israel, to implement its first long-duration energy storage project in Romania, accelerating market expansion [11]. - The company aims to establish itself as a leader in the energy storage sector, leveraging its innovative capabilities and ranking among the top three global energy storage battery suppliers [11].
全球首款千安时长时储能电池∞Cell 1175Ah量产下线
Core Viewpoint - The article highlights the successful mass production of the world's first 1175Ah long-duration energy storage battery by Haicheng Energy Storage, marking a significant advancement in the long-duration energy storage sector [1][3]. Group 1: Product Features and Innovations - The ∞Cell 1175Ah battery is designed specifically for 4-8 hours of long-duration energy storage, offering four key advantages: ultra-large capacity, ultra-long lifespan, ultra-high safety, and ultra-low cost, addressing the lack of dedicated batteries for medium to long-duration storage scenarios [3][5]. - Haicheng Energy Storage has developed a highly efficient production line and testing platform at its Chongqing manufacturing base, overcoming unprecedented challenges in the development of the 1175Ah battery [5]. - Five key innovations have been achieved in the production process, including breakthroughs in coating precision, electrode stacking efficiency, cell structure design, manufacturing efficiency, and membrane consistency [5]. Group 2: Safety Measures - A multi-level safety system has been established to ensure the safety of the high-capacity energy storage system throughout its lifecycle, including advanced technologies for electrolyte management and thermal protection [7][8]. - The battery features a dual-modal thermal protection structure and a sophisticated battery management system (BMS) that ensures both functional and network safety, achieving a safety failure rate of less than 1 part per million [7][8]. Group 3: Market Expansion and Certification - The ∞Cell 1175Ah has received UL1973 and UL9540A certifications from UL Solutions, confirming its safety standards and facilitating its entry into the North American market [9]. - Haicheng Energy Storage has signed a strategic cooperation agreement with El-Mor, a leading EPC company in Israel, to implement its first long-duration energy storage project in Romania, accelerating market expansion [11].