Core Viewpoint - The meeting between Chinese Premier Li Qiang and European Commission President Ursula von der Leyen emphasized the importance of strengthening China-Europe trade and investment cooperation, highlighting mutual benefits and the need for a collaborative approach in the face of global economic challenges [4][5]. Group 1: Trade and Investment Cooperation - Both Chinese and European business representatives expressed confidence in enhancing trade and investment cooperation, suggesting various opinions and recommendations for collaboration [2]. - Li Qiang noted that the historical context of 50 years of China-Europe relations shows that cooperation is the only correct choice, with bilateral trade and investment maintaining rapid growth [4]. - The strategic significance of China-Europe cooperation has increased due to disruptions in the international economic order, with a focus on expanding trade and investment to enhance economic resilience [4]. Group 2: Business Environment and Opportunities - Li Qiang encouraged Chinese and European enterprises to adopt an open attitude and deepen cooperation in industrial investment, joint research and development, and market expansion [5]. - The European side expressed a commitment to maintaining a fair and non-discriminatory business environment for Chinese companies operating in Europe, emphasizing the importance of mutual investment [5]. Group 3: Green Cooperation - A joint statement on climate change highlighted the importance of the China-Europe green partnership, focusing on accelerating global renewable energy deployment and promoting the flow of quality green technologies and products [6]. - The green transition is identified as a key area for cooperation, with both sides having a solid foundation and broad space for collaboration in this field [6]. Group 4: Industry Developments - CATL plans to introduce its energy storage systems to the EU and UK markets through a strategic partnership with Rolls-Royce, with a significant product launch scheduled for 2025 [7]. - Trina Solar has established a strong presence in the European market, with significant sales of energy storage systems, indicating a growing footprint in the region [7].

Investment Rating - The report rates the electrical equipment industry as "Positive" [3] Core Insights - The calendar life of batteries is a critical indicator determining the actual lifespan of energy storage batteries. The key to improving calendar life lies in mitigating battery degradation, which is influenced by four main factors: LAM (loss of active material), LLI (lithium loss), LE (electrolyte), and RI (resistance) [2][12][14] - The report anticipates a turning point in the improvement of domestic energy storage battery calendar life, projecting it to gradually reach the 15-year mark. Tesla's Megapack has a warranty period of 20 years, and high calendar life energy storage battery products in China are expected to begin mass production in 2025 [2][67] - Investment opportunities are suggested in sectors related to lithium replenishment agents, liquid cooling systems, battery management systems (BMS), and energy storage batteries [2] Summary by Sections Battery Calendar Life and Degradation Mechanism - The calendar life of batteries is defined as the time a battery can maintain certain performance indicators while in a long-term storage state. It is influenced by various factors, including temperature and state of charge (SOC) [12][13][24] - Battery degradation is primarily caused by LAM and LLI, with power degradation linked to LE and RI. The degradation characteristics are non-linear and can be divided into three stages [14][24] Key Points for Improving Calendar Life - The report identifies three main areas for improving calendar life: lithium replenishment materials, liquid cooling systems, and BMS [27] - Lithium replenishment is emphasized as a key focus for addressing LLI, with potential improvements in cycle life by 50%-200% through the use of lithium replenishment agents [32][34] - Liquid cooling systems are highlighted for their ability to manage temperature more effectively than air cooling, which can significantly extend battery life [50][60] Domestic Energy Storage Battery Outlook - The report suggests that domestic energy storage battery calendar life is on the verge of significant improvement, with expectations for products to achieve a calendar life of 15 years by 2025 [67] - Tesla's Megapack serves as a benchmark with a 20-year warranty, while domestic products typically offer warranties of only 5-10 years [67] - The report notes that domestic companies are also developing long-life battery solutions, with NIO and CATL planning to launch products with a lifespan of 15 years [73]

文 | 中关村储能产业技术联盟 立陶宛公用事业公司Ignitis集团 宣布，计划 在其三个清洁能源站点开发 291MW/582MWh 电池储能系统， 并表示储能设备将由德国的 Rolls Royce Solutions GmbH 提供。项目 今年开始建设，预计将在2027年开始商业运营。 Ignitis在周二宣布对这三个站点投资1.3亿欧元（1.53亿美元），并表示电池储能系统将安装在其位于凯尔梅和马泽基耶的风电场，以及位于 Kruonis抽水蓄能电站旁边的一个站点，这个电站也是由Ignitis公司运营的。 CNESA全球储能市场考察-越南站完美收官！解锁东南亚储能新机遇 西班牙储能政策重大突破：储能明确列为"公共用途" 德国计划建设1.8 GWh电池储能项目 联盟官微 关注政策、项目、企业、市场活动 联盟官方小秘书 入会、入群、产业交流、活动对接 "立陶宛可再生能源的发电量正在增长，这使得电池储能系统成为电网可靠性的一个重要保障。" Ignitis集团首席执行官Darius Maikš tėnas表 示， "它们使电力系统更加灵活，能够高效利用绿色能源，并有助于维持电网的稳定，即使在电力供应大幅波动时也能保 ...

第十三届储能国际峰会暨展览会（ESIE 2025） 时间：2025年4月10-12日 地点：首都国际会展中心 主办： 中关村储能产业技术联盟、中国能源研究会、中国科学院工程热物理研究所 展馆冠名： 阳光电源、中天科技、宁德时代、新源智储、海博思创、中车株洲所 宁德时代新能源科技股份有限公司 将亮相第13届储能国际峰会暨展览会，展位位于 A2馆（宁德时 代馆）A203展位 。 宁德时代新能源科技股份有限公司 宁德时代新能源科技股份有限公司（简称"宁德时代"）是全球领先的新能源创新科技公司， 致力于为全球新能源应用提供一流解决方案和服务。20 1 8年6月，公司于深圳证券交易所上 市，股票代码300750。 宁德时代总部位于福建省宁德市。公司在全球已设立福建宁德、江苏溧阳、青海西宁、四川 宜宾、广东肇庆、上海临港、福建厦门、江西宜春、贵州贵阳、山东济宁、河南洛阳、德国 图林根州埃尔福特、匈牙利德布勒森十三大电池生产制造基地。其中宁德基地、宜宾基地、 溧阳基地被世界经济论坛评选为全球灯塔工厂，这是锂电行业仅有的三座灯塔工厂。宜宾基 地是全球首家电池零碳工厂。公司在德国慕尼黑、法国巴黎、日本横滨、美国底特律等地设 有 ...

随着AI爆发，大模型的参数量、数据中心的规模都呈现几何式增长，这背后，需要庞大的电力来 驱动计算、存储以及冷却系统。 电力，日益演变为制约AI发展的达摩克里斯之剑。 有数据显示，2023年，美国数据中心停机的原因中，52%是由于电力供给不足所致。这一数字在 2020年还仅为37%。 埃隆·马斯克、萨姆·奥尔特曼、黄仁勋等科技大佬都曾对电力紧缺表达过担忧。一时间，储备电 力粮草成为科技巨头们的必修课。而由于化石能源并不符合全球碳中和的宏大叙事，科技大厂纷 纷投向清洁能源。 但其中，地热、核电、风能等受制于地域限制、建设周期长等因素，"光伏+储能" 极有可能成为 解决AI电力问题的最佳方案。 AI的尽头是电力。 向ChatGPT发起提问，当手指在键盘上敲下Enter键，就如同开启了一个庞大的多米诺骨牌，其背 后调动的资源数以亿计。 "我们在创造历史。" 2024年10月18日，美国能源部长詹妮弗·格兰霍姆出席该国历史上最大的光伏项目 "猎户座太阳能 带" 的开幕式时，发出了这样的感叹。 这个由日本软银旗下SB Energy建设的超级光伏电站，合计能产出875MW的清洁能源，几乎相当 于一个典型核电设施的规模。而其 ...

Core Viewpoint - The article emphasizes the critical role of electricity supply in the development of AI technologies, highlighting the increasing energy demands of data centers and the potential of solar energy combined with storage solutions as a viable answer to these challenges [1][12][25]. Group 1: Electricity Demand and AI - The opening of the "Orion Solar Belt" project, the largest solar photovoltaic project in the U.S., aims to address the growing electricity needs of AI and data centers, with 875MW of clean energy production [1]. - AI technologies, such as ChatGPT, consume significantly more electricity than traditional services, with each response requiring about 2.9 watt-hours, which is nearly ten times that of a Google search [2][5]. - The energy consumption of AI models is escalating, with GPT-3 requiring 1287 MWh for a single training session, enough to power 3000 Tesla cars for 200,000 miles [8]. Group 2: Current Energy Infrastructure Challenges - The U.S. energy infrastructure is aging, with 70% of transformers over 25 years old, leading to vulnerabilities in electricity supply [19][22]. - Historical blackouts, such as the 2003 event affecting 50 million people, illustrate the fragility of the current power grid [14][15]. - The U.S. data center electricity consumption has surged from 58 TWh in 2014 to 176 TWh in 2023, projected to reach 325-580 TWh by 2028 [9]. Group 3: Renewable Energy Solutions - Solar energy combined with storage is viewed as the most feasible solution for powering data centers, with a cost of 0.35 yuan/kWh for a 100MW data center using solar and storage [26]. - The global renewable energy sector is expected to see a significant increase, with an estimated 580 GW of new solar and wind capacity added in 2024, five times the capacity in 2015 [27]. - The need for energy storage solutions is critical, as current storage capacity lags significantly behind renewable generation, with only 11.9% of storage capacity compared to solar and wind installations [27]. Group 4: Future of Energy Storage - The energy storage market is projected to grow significantly, with estimates suggesting a demand for over 1 TWh of storage by 2030 in China alone [28]. - The economic viability of energy storage projects is currently challenged, with many projects showing negative returns on investment due to high costs and low utilization rates [31]. - The establishment of a robust electricity spot market is essential for improving the economic feasibility of energy storage, allowing for better price discovery and utilization of storage resources [41][45]. Group 5: Industry Dynamics and Competition - The storage industry is experiencing rapid growth, with a significant increase in registered companies, indicating a potential oversupply and intense competition [53][54]. - The industry faces challenges such as price wars and quality concerns, with calls for a focus on safety and technological innovation rather than just cost-cutting [54][55]. - Future competition in the storage sector will hinge on technological advancements, capital management, and global market strategies, as companies strive for leadership in the renewable energy landscape [55].