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储能电芯市场再“爆单” 全球市场需求持续放量
Zheng Quan Ri Bao Wang· 2025-09-05 12:53
近日,储能电芯行业再度出现"加价难排单""一芯难求"现象,成为市场关注的焦点。今年上半年全球储 能电池出货258GWh,同比增长106%,其中,中国储能电池全球领跑,出货达到252GWh,同比增长 109%。当前,国内储能电池行业市场需求依然维持高景气,其中头部厂商的优质产能需求放量。 《证券日报》记者从储能头部企业获悉,2025年,储能电芯需求呈现全球多点爆发态势,其中,海外市 场需求激增成为最强引擎。储能行业整体需求呈现出明显的长时化趋势,4小时及以上系统应用增多, 同时对储能系统及电芯的综合实力提出了更高需求。 海外市场需求高速增长 "近期,储能电芯市场需求确实呈现高速增长态势。"9月5日,厦门海辰储能科技股份有限公司(以下简 称"海辰储能")相关负责人向《证券日报》记者透露,今年3月起,海辰储能厦门、重庆基地即进入满产 状态,这种满产状态一直持续至今,目前,工厂的订单排产已至年底,生产计划十分饱和。 公开消息显示,今年以来包括宁德时代(300750)新能源科技股份有限公司(以下简称"宁德时代")、惠 州亿纬锂能(300014)股份有限公司(以下简称"亿纬锂能")等头部企业储能电芯生产线都处于高负荷状 ...
德业股份:公司已关注到钠离子电池在储能领域的应用
Mei Ri Jing Ji Xin Wen· 2025-08-12 09:19
(记者 毕陆名) 德业股份(605117.SH)8月12日在投资者互动平台表示,公司已关注到钠离子电池在储能领域的应用, 正在对技术和产品进行研究、探讨,在可行的前提下企业向更多领域拓展。 每经AI快讯,有投资者在投资者互动平台提问:目前贵司的储能电池主要是磷酸铁锂+三元,而成本更 低的钠离子储能电池目前在贵司的开发进度如何?面对竞争对手可能在今年年底发布的钠离子储能电 池,贵司将如何应对? ...
长沙经开区:以营商环境之“优” 促经济发展之“进”
Core Viewpoint - The article highlights the robust development of the Changsha Economic Development Zone, emphasizing its focus on project construction and investment acceleration to drive high-quality economic growth. Group 1: Project Development - Changsha Economic Development Zone has adopted the philosophy of "projects first" and has initiated a "project construction acceleration year" campaign, holding nearly 30 specialized meetings to address challenges and enhance resource support [1] - The opening rate of key provincial and municipal projects for 2025 has exceeded 76%, with a total investment of 636.9 billion yuan across 39 projects, of which 70.35 billion yuan has been invested in the first half of the year, accounting for 60.6% of the annual plan [1] - Significant projects include the high-efficiency energy-saving intelligent motor project, which will feature a digital smart workshop and 20 intelligent production lines, expected to be operational by March next year [2] Group 2: Investment and Economic Growth - The Changsha Economic Development Zone has introduced 62 new projects with a total investment of 329.6 billion yuan this year, including major projects from companies like Zhongke Shuguang and Zhihui Future [6] - The zone is focusing on both traditional and emerging industries, enhancing existing industrial chains while also developing new ones, with projects like sodium energy and advanced manufacturing being prioritized [8][9] - The zone's efforts in optimizing the business environment have led to it ranking sixth among national economic development zones for convenience in 2024, reflecting its commitment to improving service efficiency for enterprises [10] Group 3: Policy and Support Mechanisms - The Changsha Economic Development Zone has implemented a comprehensive project lifecycle management mechanism to streamline processes from negotiation to project completion, reducing approval times by nearly 40% [11] - The zone has introduced flexible land supply management methods to alleviate financial pressures on enterprises while meeting land needs [12] - Various support measures have been enacted, including simplified approval processes and targeted assistance for enterprises, resulting in the resolution of 200 enterprise requests and the organization of numerous recruitment and financing events [12]