| -广告 | | --- | 关注公众号，点击公众号主页右上角" ··· "，设置星标 "⭐" ，关注 鑫椤储能 资讯~ （电子发烧友网综合报道）近日，厦门海辰储能科技股份有限公司（下称"海辰储能"）向港交所递交招股书。海辰储能成立于2019年12月，专注于 提供以储能电池和系统为核心的全场景储能解决方案，估值已经达到250亿元。 海辰储能成立于2019年12月，在成立6年的时间里，已为20多个国家和地区的客户提供产品和解决方案，其锂离子储能电池出货量在2024年全球储 能市场排名第三，2024年， 公司的储能电池出货量达到35.1GWh，2022-2024年的年复合增速达到167%。 首款587Ah电池将于下半年实现GWh级量产能力 在储能电池方面，海辰储能是行业内首批将280Ah储能电池产品应用于大型储能项目的企业，也是首批量产314Ah储能电池并应用于海外大型储能 项目的企业，并结合新型电力系统的演进趋势，发布了专为大容量储能而生的∞Cell 587Ah储能电池。与此同时，公司推出行业内首款适配长时储能 场景的∞Cell 1175Ah储能电池，以及全球首款循环寿命超过20,000次的电力储能专用钠离子 ...

Core Viewpoint - The article highlights the significant growth and strategic positioning of Hai Chen Energy in the global energy storage market, emphasizing its recent IPO application and impressive performance metrics in 2024 [1][3]. Group 1: Performance Metrics - In 2024, Hai Chen Energy achieved a lithium-ion battery shipment volume of 35.1 GWh, capturing an 11% share of the global market, ranking third behind CATL and EVE Energy [1][5]. - The company reported a total revenue of 12.917 billion yuan, with the energy storage battery segment contributing 7.96 billion yuan, accounting for 61.6% of total revenue [1][11]. - The net profit reached 287.6 million yuan, marking a net profit margin of 2.2%, indicating the company's first profitable year [1][5]. Group 2: Strategic Growth - Hai Chen Energy's design capacity surged from 5.4 GWh in 2022 to 62 GWh in 2024, achieving a tenfold increase in just three years [5]. - The company’s shipment volume of 35.1 GWh in 2024 represents a 10.6-fold increase compared to 2022, with a compound annual growth rate of 167%, significantly outpacing the industry average [5]. - The gross profit margin improved from 11.3% in 2022 to 17.9% in 2024, surpassing the average gross profit margin of 16.57% among five listed energy storage battery companies in 2023 [5]. Group 3: Global Expansion - Hai Chen Energy is the only GWh-level player focused solely on the energy storage sector, with successful market entries in China, the US, and Europe, while also exploring emerging markets in the Middle East, Africa, Oceania, and South America [6]. - In 2024, overseas revenue accounted for 28.6% (3.7 billion yuan) of total revenue, breaking the traditional path of "Chinese battery overseas assembly" [6]. Group 4: Business Model - The company employs a differentiated strategy, selling energy storage batteries to system integrators domestically while focusing on energy storage systems and solutions in overseas markets, effectively avoiding domestic competition [7]. - The dual business model of "domestic battery + overseas systems" allows Hai Chen Energy to target high-margin markets in Europe and the US [7]. Group 5: Product Innovations - Hai Chen Energy has made significant advancements in energy storage battery products, including the introduction of a 280Ah battery for large storage projects and a 314Ah battery for overseas applications [11][12]. - The company launched the world's first sodium-ion battery with a cycle life exceeding 20,000 cycles, suitable for extreme conditions [12]. - In the energy storage systems segment, the company delivered a 5MWh liquid-cooled storage system and plans to mass-produce a 6.25MWh long-duration storage system by the second half of 2025 [15].

Core Viewpoint - The article discusses the listing application of Xiamen Haicheng Energy Storage Technology Co., Ltd. on the Hong Kong Stock Exchange, highlighting its rapid growth and strong market position in the energy storage sector. Group 1: Company Overview - Haicheng Energy Storage is a global leader in innovative energy technology, focusing on energy storage batteries and systems, and has established a comprehensive layout in research, production, sales, and service across key global markets [2][3]. - The company is the only one in the GWh-level lithium-ion battery shipment category that specializes in energy storage, ranking third in the global energy storage market in 2024 with a shipment volume of 35.1 GWh and a compound annual growth rate of 167% from 2022 to 2024 [2]. Group 2: Financial Performance - In 2024, Haicheng Energy Storage achieved total revenue of 12.917 billion yuan, with energy storage battery revenue at 7.96 billion yuan (61.6% of total revenue) and energy storage system revenue at 4.67 billion yuan (36.2% of total revenue) [5][6]. - The company reported a net profit of 287.6 million yuan in 2024, marking its first profitable year with a net profit margin of 2.2% [6]. - The gross profit for the years 2022, 2023, and 2024 was 410 million yuan, 1.238 billion yuan, and 2.309 billion yuan respectively, with gross margins of 11.3%, 12.1%, and 17.9% [5]. Group 3: Sales and Market Distribution - In 2024, Haicheng Energy Storage sold 28.3 GWh of energy storage batteries and 5.3 GWh of energy storage systems, with average selling prices of 0.3 yuan/Wh for batteries and 0.9 yuan/Wh for systems [10][11]. - The Chinese market accounted for 71.4% of the company's revenue, while overseas sales, primarily from the US and Europe, contributed 28.6% [5][7]. Group 4: Production Capacity and Product Offerings - The company's battery production capacity increased from 5.4 GWh in 2022 to 49.7 GWh in 2024, with a designed annual production capacity of 62 GWh by the end of 2024 [15]. - Haicheng Energy Storage offers a range of energy storage products, including lithium-ion batteries with various capacities and energy storage systems tailored for different applications, such as commercial, residential, and utility-scale solutions [13].