Core Viewpoint - The article highlights the significant growth and advancements in BYD's battery business, particularly in energy storage and electric vehicle sectors, showcasing impressive sales figures and innovative product developments [2][4][7]. Group 1: Battery Installation and Sales - BYD's total installed capacity of power batteries and energy storage batteries reached approximately 23.2 GWh in September 2025, with a cumulative total of about 203.251 GWh for the first three quarters of 2025, marking a nearly 60% year-on-year increase compared to 127.720 GWh in the same period of 2024 [2]. - In the first three quarters of 2025, BYD's automotive sales reached 3.26 million units, maintaining a leading position despite a slight decrease in growth rate [8]. - BYD achieved a milestone by producing its 14 millionth electric vehicle, becoming the first company globally to reach this figure [8]. Group 2: Energy Storage Business - BYD's energy storage segment has shown remarkable performance, with global lithium battery shipments for energy storage reaching 315.8 GWh in the first half of 2025, a 98% year-on-year increase, positioning BYD as the fourth largest player in this market [4]. - The company signed a contract for a 12.5 GWh energy storage project with Saudi Electricity Company, bringing the total project volume to 15.1 GWh, setting a new industry record [4]. - BYD's new "Hao Han" energy storage system, featuring a single unit capacity of 14.5 MWh and an energy density of 233 kWh/m³, significantly exceeds the industry average by 50% [6]. Group 3: Technological Innovations - The new 2710Ah battery cell developed by BYD utilizes advanced materials and technologies, enhancing capacity and energy density while reducing thermal runaway risks, marking a breakthrough in battery technology [6]. - BYD's DM-i super hybrid technology has set three global records, including the highest engine thermal efficiency at 46.06% and the lowest fuel consumption of 2.9 liters per 100 kilometers [9]. - The upcoming second-generation blade battery is anticipated to bring disruptive technological advancements to the industry [9].

Core Viewpoint - The article highlights the advancements in energy storage technology driven by multiple factors such as technological progress, market demand, and cost reduction, with BYD's new energy storage system "Haohan" leading the competition in large-capacity storage solutions by 2025 [2][7]. Group 1: Product Innovation - BYD's "Haohan" energy storage system features a 14.5MWh minimum unit capacity, currently the largest globally, and can achieve 10MWh in a standard 20-foot container, surpassing the industry standard of 6-7MWh [3][9]. - The 2710Ah storage-specific blade battery used in "Haohan" boasts a capacity increase of over 300% compared to conventional storage batteries, achieving a breakthrough in energy density [2][6]. - The battery employs nano-level high-pressure lithium iron phosphate materials, enhancing lithium ion transmission efficiency and energy density while reducing charging time [2][6]. Group 2: System Efficiency - The "Haohan" system reduces the number of containers needed for a 1GWh storage station to 69, a 52% reduction compared to traditional solutions, and saves 33% in footprint area [5][6]. - The design philosophy of "simplifying through size" allows for fewer containers and a more straightforward management structure, enhancing system integration [5][6]. - The system's overall cost per kilowatt-hour has decreased by approximately 21.7%, with maintenance costs reduced by about 70% [6]. Group 3: Safety and Reliability - The "Haohan" system has an IP66 protection rating, ensuring complete dust and water resistance, and has passed extreme safety tests, aligning with nuclear power standards [5][6]. - It features an AI intelligent temperature control system that operates stably in extreme temperatures ranging from -40°C to 60°C, addressing deployment challenges in high-altitude and high-temperature regions [5][6]. Group 4: Market Position and Orders - As of September 2025, BYD has secured a total of 17.6GWh in public orders for energy storage, covering grid-side, commercial, and large-scale solar storage projects [7][9]. - Notable projects include a 2.5GW/12.5GWh storage project in Saudi Arabia and a 400MW/1.6GWh project in Poland, showcasing BYD's leading position in the global energy storage market [8][9]. - The introduction of the "Haohan" system and the 2710Ah battery is expected to set new industry benchmarks as global energy storage demand surges [9].