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欣旺达储能电芯实现满产满销!
起点锂电· 2025-09-18 08:35
此外 欣旺达还透露, 固态电池处于研发阶段,正在积极探索商业化落地方案。此前信息显示,欣旺达 第一代半固态电池已经完成开发,能量 密度 > 300Wh/kg;第二代半固态电池的电芯样品已经开始进行中试试验;第三代全固态电池已完成 400Wh/kg 产品方案和工艺验证。 储能增长新周期下,电芯供不应求,多家企业透露订单饱满、满产满销! 除了亿纬锂能9月15日在投资者互动平台表示,公司储能电池目前处于满产状态,订单需求较为饱和。更早之前, 欣旺达12日也在互动平台 公开回应, 公司储能电芯产能利用率较高,基本实现满产满销。 在此众多利好消息带动下, 欣旺达资本市场取得较大增长,截至17日收盘,其9月股价增长超26%,总市值为571.6亿元。 起点锂电注意到,相比电动汽车的需求和增速,全球储能市场更处于爆发阶段,据起点研究院SPIR预测,2025年全球储能电池出货量有望超 过600GWh。 在此市场需求下,电池企业在储能端的布局持续加大,尤其是海外订单量明显超过前2年,据统计,仅 2025年上半年,中国企业新获海外储 能订单总规模超160GWh,同比增长200%以上。 更为直接的表现是,今年上半年,多家电池企业储能 ...
中创新航2025H1储能收入57.57亿,同比增长109.7%!
Core Viewpoint - The company reported a significant increase in revenue and profit for the first half of 2025, driven by strong performance in both power battery and energy storage system products [2][3]. Revenue Summary - Total revenue reached 16.42 billion RMB, a year-on-year increase of 31.68% - Gross margin improved to 17.5%, up by 1.9% - Net profit for the period was 753 million RMB, reflecting a year-on-year growth of 80.44% [2][3][4]. Product Breakdown - Revenue from power batteries was 10.66 billion RMB, a growth of 9.7% - Revenue from energy storage systems and other products surged to 5.76 billion RMB, marking a 109.7% increase [3][4]. Market Performance - The company achieved substantial growth in shipment volume and operational efficiency in energy storage projects - It successfully entered the supplier lists of major developers and grid companies in Latin America and South Africa, marking a breakthrough in overseas business [10][11]. Strategic Collaborations - The company deepened strategic partnerships with major state-owned enterprises and energy groups, leading to multiple energy storage projects being operationalized [10]. - Collaborations with system integrators and leading companies in wind and solar energy sectors have been established, enhancing market share and recognition [10]. Product Innovations - The company launched advanced energy storage products, including a 314Ah battery cell with a lifespan of 15,000 cycles and a new generation 600Ah cell with high energy density [6][7]. - The commercial energy storage solutions have been deployed in various applications, including enterprises, parks, and data centers, with successful market penetration in Europe and the US [8][9]. International Expansion - The company has achieved significant breakthroughs in international markets, covering residential, commercial, and large-scale energy storage needs [11]. - It has secured orders for long-cycle energy storage batteries from overseas clients, further solidifying its market position [11].