以下文章来源于新能源产业家 ，作者范舒雨 新能源产业家 . 中国新能源产业智库，聚焦赛道上的关键产品，关键人物。集深度报道、展览会议、产业研究为一体的综合产业服务平台。 关注公众号，点击公众号主页右上角" ··· "，设置星标 "⭐" ，关注 鑫椤储能 资讯~ 封面图 | 图虫创意 上周三，英伟达在硅谷总部开了一场闭门会。 这次会议的主题只有一 个 ： AI 数据中心电力短缺问题 。 到2027年，单单是英伟达自家的GPU集群就要消耗150-200GW的电力，相当于整个法国电力消 耗量的1.5-2倍。 英伟达总部所在的加利福尼亚州，就有两个大型数据中心项目都因当地公用事业公司无法提供电力而闲置。电力问题不解决，六年过去，项目还是一个空 壳。 这个月初，黄仁勋在一档采访节目中，把人工智能比作 "五层蛋糕" ， 最底层的蛋糕是能源，是基石 。他说："倘若没有能源支撑，我们拿什么来建造芯片 工厂、计算机系统工厂以及人工智能数据中心？" 黄仁勋将能源比作AI的底层"蛋糕" 电力，已经成为AI发展的终极瓶颈 。这无疑为储能开启了一个巨大的机会窗口期。 以往，储能在 AIDC的供电中只承担 "备电"工具的角色，但如今它的 ...

Core Viewpoint - Haicheng Energy has achieved a significant milestone by surpassing a cumulative shipment of 100GWh since its establishment, positioning itself as a leader in the energy storage industry with a global ranking improvement from fifth in 2023 to second in the first half of 2024 [3][4]. Group 1: Market Performance - As of August 2025, Haicheng Energy has signed contracts for over 30GWh of orders, primarily in energy storage cells and systems [3]. - Revenue is projected to grow from 3.615 billion yuan in 2022 to 12.917 billion yuan in 2024, reflecting a compound annual growth rate (CAGR) of 89% [4]. - The company is expected to turn profitable in 2024 with a net profit of 288 million yuan, recovering from losses of 1.777 billion yuan in 2022 and 1.975 billion yuan in 2023 [4]. Group 2: Product Development - Haicheng Energy has launched several innovative products, including the world's first 1,175Ah cell and a 6.25MWh energy storage system, which enhances energy capacity by 50% compared to traditional solutions [6]. - The company has focused on long-duration energy storage solutions, responding to the increasing demand driven by renewable energy sources [6]. Group 3: Global Expansion - Haicheng Energy has established a presence in key markets such as China, the United States, and Europe, while also exploring emerging markets in the Middle East, Africa, Oceania, and South America [5]. - A joint venture with Manat aims to establish a 5GWh battery storage system factory in Saudi Arabia to serve the Middle East and Africa [9]. Group 4: Production Capacity - By the end of 2024, Haicheng Energy plans to have a production capacity matrix established across multiple locations, including Xiamen, Chongqing, Shenzhen, and Dallas, Texas [10]. - The Chongqing base is expected to operate at full capacity by 2025, with a projected output value of 5.25 billion yuan in the first half of the year, marking a year-on-year increase of 272.2% [7].