Core Insights - The rapid expansion of data centers in China, driven by the "East Data West Computing" initiative and the AI wave, is significantly increasing the demand for Uninterruptible Power Supply (UPS) systems, which are critical for power stability in high-performance computing scenarios [1] - The market for data center batteries is projected to see a substantial increase in shipments, with total battery shipments expected to reach 14.7 GWh in 2024, marking a growth of 20.2% [1] - Lead-acid batteries will continue to dominate the market, with shipments expected to be 13.7 GWh (an 18.1% increase), while lithium batteries are anticipated to grow by 58.5% to reach 1.0 GWh, increasing their market penetration from 1.7% in 2021 to 7.0% in 2024 [1] Market Dynamics - The current landscape for lead-acid batteries in data centers is characterized by intense competition, driven by the scale expansion of data centers and higher standards from downstream clients such as internet companies and financial institutions [3] - Leading manufacturers in the lead-acid battery market for data centers include Danden, Shengyang, and Nandu, with the top five companies positioned in the leadership quadrant [3] - The lithium battery market is primarily targeted at internet companies, with a trend of technology and application experiences being imported from overseas to domestic markets, indicating a future increase in lithium battery shipments and intensified market competition [3]

报告指出，现阶段，数据中心铅酸蓄电池市场呈现多方激烈竞争的格局。数据中心规模化扩建带动了铅 酸电池出货量增加，而以互联网厂商、运营商、政府和金融等行业为主的下游客户对数据中心机电设备 具备更高要求和标准，头部电池厂商凭借更加可靠的产品标准和售后服务更易得到客户青睐。2024年， 双登、圣阳、南都在数据中心铅酸电池出货量上位居Top3，理士、西恩迪紧随其后。 报告认为，数据中心锂电池市场的主要客群为互联网厂商，该市场呈现出由海外向国内逐步渗透的发展 路径：互联网厂商多在海外数据中心完成锂电池应用的案例积累与技术验证，再将成熟方案引入国内； 而国内当前的应用，则更多集中于少数机房作为试点。未来，伴随锂电池技术标准的日臻完善以及海外 成熟经验的导入，中国数据中心锂电池出货量将迎来显著增长，市场竞争格局也将趋于白热化。 新华财经北京9月12日电（记者沈寅飞）在"东数西算"工程和人工智能浪潮推进下，中国数据中心建设 热潮涌动，UPS是数据中心电力系统的核心保障，双路市电+UPS+柴油发电机的多级冗余架构成为标 配，尤其在高算力场景中，对UPS配置密度和效率要求更高。 近日，赛迪顾问发布《2024年中国数据中心铅酸蓄电池 ...