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].

每经记者｜鄢银婵 每经编辑｜张海妮 市场风向变了。 2019年5月，国家发展改革委印发《输配电定价成本监审办法》，明确规定储能设施不得计入输配电 价，这一政策意味着电网公司无法通过输配电价回收电网侧储能项目的成本，直接影响了电网侧储能项 目的经济效益和投资吸引力，导致电网侧储能项目投资建设停滞。 2019年11月，国家电网公司发布了《关于进一步严格控制电网投资的通知》，规定不得以投资、租赁或 合同能源管理等方式开展电网侧电化学储能设施建设，不再安排抽水蓄能新开工项目。这一政策进一步 限制了电网侧储能的发展，减少了储能项目的实施和投资。 "动力+储能"，还是"动力"或"储能"，曾令诸多储能企业举棋不定。 彼时，动力电池是新能源领域资本热钱的宠儿，不论是技术路径、商业模式还是政策护航，一应俱全。 储能，则恰好是动力电池的另一面。 8月22日，重庆铜梁，随着海辰储能第100GWh产品下线，这一难题的答案也变得清晰起来。"从创立 起，我们便选择'专注储能'的道路，具备从材料体系到产品体系、从系统集成到整站服务全链条的能 力，全部为储能而生。"海辰储能重庆制造基地总经理叶蓁表示，出货量排名提升很大程度上源于"专 注"。 ...