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欧洲户储需求回暖,工商储需求高速增长
Huaan Securities· 2025-07-18 01:05
欧洲户储需求回暖,工商储需求高速增长 敬请参阅末页重要声明及评级说明 华安电新 张志邦 SAC职业证书号:S0010523120004 邮箱: zhangzhibang@hazq.com 2025年7月18日 敬请参阅末页重要声明及评级说明 华安证券研究所 证券研究报告 证券研究报告 要点总结 证券研究报告 证券研究报告 证券研究报告 Ø欧洲户储/工商储供给 Ø风险提示:欧洲新能源与储能需求下行;行业竞争加剧影响利润率;欧洲关税政策不确定性。 敬请参阅末页重要声明及评级说明 敬请参阅末页重要声明及评级说明 华安证券研究所 • 欧洲天然气成本上升带动电价上涨,促进户储需求增长。欧洲电力实行市场化交易,天然气为电价锚,欧洲天然气进口结构调整带动天然气价格上涨,进 一步导致电力市场批发电价上涨,批发电价上涨有望逐步传导到零售电价,居民户储补贴申请数量增加,经销商备货,国内户储订单增加,稼动率提升。 • 补库周期叠加夏季用电高峰,天然气价格上涨具备更强持续性。25年初欧洲经历无风寒潮,天然气库存消耗严重,最低库存为35%(24年库存最低为60%), 欧盟强制性要求11月前必须补库至90%。25年补气缺口大,叠加欧洲对 ...
蜂巢能源CTR工商储系统:热复合飞叠技术驱动储能效能跃升
He Xun Wang· 2025-06-18 11:16
Core Insights - Hive Energy showcased its industry-leading thermal composite stacking + large-capacity short-blade cell CTR solution at the 2025 SNEC exhibition in Shanghai, introducing a modular energy storage system that accelerates the industry's shift towards efficiency, safety, and cost-effectiveness [2] - The CTR solution, based on a 350Ah thermal composite stacked cell, innovatively integrates short-blade structure design with stacking technology, overcoming traditional winding technology limitations and ensuring a cycle life exceeding 10,000 times [3] - The first batch of short-blade CTR industrial storage systems has been delivered in large quantities, significantly enhancing economic benefits through structural innovation and reducing component count by 36% [5] Technology and Performance - The modular energy storage system features dual-side cooling and a simplified design, which reduces the footprint by 36% and improves debugging and delivery efficiency, providing comprehensive strategies for power, commercial, and residential storage [3] - The system's safety is enhanced through nitrogen isolation and fire separation technologies, eliminating thermal runaway risks [3] - The system has demonstrated superior performance in various projects, achieving daily efficiency rates of 89.24% to 90.27%, surpassing the industry average of 85% to 88% [7] Economic Impact - The 268kWh industrial storage unit's lifecycle safety is ensured through extreme puncture testing and an intelligent early warning system, while operational efficiency is improved by 60% through AI-BMS optimization [5] - The upgraded thermal management system reduces cell temperature differences by 50%, increasing system lifespan by 10% and enhancing lifecycle returns by 10% [5] - A case study in a data center in Shanghai showed that the storage system reduced electricity costs and achieved an 80% green electricity ratio, with expected payback in 3.5 years [8] Market Position - Hive Energy's innovative combination of thermal composite stacking and short-blade cells is revolutionizing the energy storage industry, evidenced by over 2GWh of international orders from the Munich exhibition and 2.1GWh from the Shanghai SNEC exhibition [10] - The successful delivery of the CTR industrial storage system and its significant economic benefits further solidify Hive Energy's leading position in the energy storage sector [10]
520kWh!又有2企发布工商业储能新品
行家说储能· 2025-05-20 13:10
插播 : 136号、394号文件等多项新政出台,2025工商业储能有何新打法?6月9日-12日,行家说储能联合光亚法兰克福举办"2025年全球用户侧储能产业 价值峰会暨应用示范展",点击" 阅读原文 "了解详情 今日(20日),永泰数能、晶科储能发布工商业储能新品,不约而同基于520推出520kWh以上的工商业储能系统。 值得注意的是,此前2月14日 ,鹏辉能源首发2025年重磅储能柜新品——擎天520( 点这里 )。此外, 包括阳光电源、融和元储、阳光电源、宁 德时代、奇点能源等储能头部企业都已推出500kWh以上大容量储能柜。 ■ 永泰数能: 522L智能液冷工商储系统等 今日,永泰数能举 行以 智储·致护为主题的520工商储产品发布会, 推出旗舰型产品—— 522L智能液冷工商储系统 、应用于台区治理的 Solution 185以及 以储带充- Solution 320等全场景储能系统。 其中,522L智能液冷工商储系统,支撑1充1放、长时储能场景,采用自研液冷2.0Pack,PCS采用SiC技术, 循环能效超91%,整柜能量密度 提 升21.5%,占地优化20%;电芯温差≤2.5 ℃,PACK级IP6 ...