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].

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]

文 | 中关村储能产业技术联盟 2025年6月11日，海辰储能宣布全球首款千安时长时储能电池∞Cell 1175Ah量产下线，开启长时储能规模化应用的新阶段。 大步领先，率先实现千安时电池量产落地 面对大容量带来更高的系统能量密度，产品安全始终是产品落地的底线。海辰储能的产品安全专家刘枭枭博士介绍，海辰储能 构建了从电芯、模组到系统的多层级多维度安全设计，确保大容量储能系统的全生命周期安全。 电芯层面，使用多级协同调控技术。 电解液采用 " 溶剂化结构调控 +动态成膜 " 双路径技术，在负极石墨和正极铁锂材料表 面构建耐高温的 SEI和CEI膜，实现了 " 界面化学本质安全 +循环寿命 " 双提升的效果。 模组层级，打造 " 双模态热防护结构 " 。 采用 " 电芯间高效隔热层 +耐高温阻燃上盖 " 设计。在电芯间使用低导热系数隔 热层，抑制电芯热蔓延发生，同时使用耐高温、耐火烧模组上盖，避免热失控时上盖被融穿导致氧气反侵电池包引起电池包内 部内部起火。 在系统 BMS层级，采用"功能安全+网络安全"双轮驱动。 通过海辰储能自研多模态预警算法，多维度感知和冗余控制技术， 可做到精准预警，精密监测和精确控制，功 ...

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].