Core Viewpoint - BYD has launched the new generation of commercial energy storage liquid-cooled integrated cabinet, Chess Plus, which addresses key pain points in the commercial energy storage market with a capacity of 233kWh and focuses on multiple safety protections, rapid return on investment, comprehensive scene adaptability, and intelligent operation and maintenance [1][2]. Group 1: Product Features - The Chess Plus cabinet utilizes energy storage-specific thick blade cells (320Ah) with a cycle life exceeding 10,000 times and a Pack-level IP65 protection rating, achieving system efficiency of up to 90% [2]. - The product features a unique full-tab design for more uniform current distribution and heat dissipation, preventing localized overheating, and includes a comprehensive thermal safety system with built-in aerosol fire extinguishing and high-pressure liquid cooling pipelines [2][3]. Group 2: Economic Model - BYD proposes a "rapid return" closed-loop model to address the long payback period (over 5 years) and policy fluctuation risks (electricity price adjustment cycles of 2-3 years) faced by commercial energy storage projects [2]. - The intelligent liquid cooling system maintains a temperature difference of ≤2.5℃, extending battery life by 30% and reducing energy consumption by 20%, significantly improving the investment return rate for commercial energy storage projects [2]. Group 3: Scene Adaptability - The new product features an ALL in One minimalist high-integration design, reducing system components by 55.6%, and allows for flexible modular expansion to lower initial investment costs [3]. - It simplifies installation processes, making it suitable for various spatial constraints in urban commercial areas and open industrial parks, and includes an intelligent operation and maintenance system adaptable to multiple operational modes [3]. Group 4: Strategic Goals - BYD's energy storage business has established a full-chain layout from cells to systems to global projects, with a goal to achieve the largest market share in the global energy storage market by 2024 [3][5]. - The company has highlighted two key R&D projects in its 2024 report: the Cube Energy Storage System and the Liquid Cooling Medium Voltage Cascade Energy Storage System, with the latter being shipped to the Southern Power Grid as part of the first domestic liquid-cooled cascade energy storage demonstration project [3].

2024年，比亚迪发布液冷中压级联储能系统，并出货至南方电网，成为国内首批液冷式级联 储能示范项目。此外，在年报中，比亚迪明确"力争全球储能市场份额第一"目标，其2024年 储能电芯出货量已跻身全球前四，清洁能源业务营收占比持续攀升。 （来源：电车汇） 1、 这家锂电企业被收购！ 2、 储能老兵发力海外市场！ 3、 三星 SDI 将增加中国生产设备采购比例 4、 印度将免除电动汽车电池生产部分所需产品的进口关税 比亚迪233KWh工商业储能液冷一体柜Chess Plus采用储能专用厚刀电芯（320Ah），循环 寿命＞10000次，Pack级IP65防护等级，系统能效可达90%。 安全方面，该产品厚刀电芯历经过充、过放等极端测试，陶瓷极柱不仅绝缘性能好，还能耐腐 蚀、抗老化，保证了电芯的静态安全，采用了独特的全极耳设计，让电流分布更均匀，发热更 分散，避免局部过热。Pack具备IP65防护，通过Pack内置气溶胶消防、耐高压液冷管道等打 造全方位热安全体系，热电分离与分区柜体设计进一步提升系统稳定性，全方位守护储能安 全。 针对工商业储能项目普遍面临的回本周期长（超5年）与政策波动风险（电价调整周期2-3 年） ...