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永臻股份牵手比亚迪深耕储能,高增长标的价值待释放
在技术研发层面,双方将针对特定型号电气设备、电芯联合开发电力储能系统产品,甚至参与行业标准 制定与知识产权共享,这意味着永臻股份有望借助比亚迪在电池技术与储能系统集成领域的积累,快速 提升自身在储能系统方案设计领域的技术实力。 在供应链层面,合作呈现"双向赋能"特征。比亚迪将为永臻提供锂离子电池系统或储能成套方案,并给 予技术支持与有竞争力的商务价格,而永臻则凭借其在铝加工领域的优势,为比亚迪供应储能所需的液 冷铝合金部件等核心产品。值得注意的是,这一供应链合作恰好与永臻股份此前的布局形成呼应—— 2025年7月公司收购的浙江捷诺威汽车轻量化科技有限公司,其"扁挤压"技术可为储能电站散热产品提 供技术支持,此次为比亚迪供应液冷部件,有望进一步实现"液冷技术+储能产品"的业务闭环。 此次战略合作并非偶然,而是永臻股份在储能赛道长期布局的重要延伸。今年6月,公司披露重磅计 划:拟斥资13.1亿元在内蒙古包头建设1.8GWh新型储能电站及配套220kV升压站,这一举措明确了其从 单一业务向多业务转型的战略方向。 永臻股份选择在此时加码储能,更精准契合了储能产业的高增长周期。2025年9月,国家发改委、能源 局联合印 ...
中国牵头 3项电力储能领域国际标准发布
news flash· 2025-06-20 07:34
Core Points - The article highlights the recent release and implementation of three international standards in the field of energy storage, led by China [1] - These standards aim to enhance the overall technical level, standardization, and product quality of China's energy storage industry [1] - The implementation of these standards is significant for improving the international competitiveness of the energy storage sector in China [1] Summary by Categories - **International Standards**: Three international standards have been published, including performance testing, design principles for electrochemical energy storage systems, and environmental impact assessment of battery failures [1] - **Technical Improvement**: The new standards are expected to elevate the technical capabilities and standardization within the energy storage industry in China [1] - **Competitive Advantage**: The establishment of these standards is crucial for boosting the international competitiveness of China's energy storage industry [1]