中美两国同步布局"星际之门"，数字化时代的新基建正如火如荼展开。然而在AI算力爆炸式增长的背后，一场关于"电力"的焦虑正在蔓延。 过去一年，美国多地因AI数据中心的高负荷用电，出现了居民区停电、电网设备过载甚至火灾等事故，造成巨大损失。 仅仅在上个月，美国西雅图部分区域发生了大范围停电，这已是该地区当月的第三次停电。 AI数据中心就像一只只巨大的"电老虎"，其能耗增长速度已超出电网基础设施的承载能力。除中国外，目前全球大部分地区电力供应都存在缺口。 让人意想不到的是，这场"算力"和"电力"的戏剧性冲突，却在一个能源的细分赛道引发巨浪。 2025年10月，英伟达在OCP（Open Compute Project Global Summit 2025）提出AIDC标配储能以平抑负荷波动，明确了AIDC配储的必要性以及下一代配 电方案。 该方案被认为具有风向标的意义：长时储能系统成为了下一代AIDC设计核心，也将成为储能行业的下一个超级增长引擎。 过去，储能的核心命题是应急兜底与电网调峰；如今，智算中心的高算力密度、高频功率波动、长时稳定供电等刚性需求，正倒逼储能技术从"短时响 应"向"长时支撑"跃迁，从"辅助配置 ...

Core Insights - The new energy storage industry in China has achieved significant growth, with installed capacity exceeding 40% of the global total [3][5] - There is a growing call within the industry for healthy competition and innovation, as price wars and legal disputes have become prevalent [4][5] Industry Growth - As of the end of 2024, China's new energy storage projects have reached an installed capacity of 73.76 million kilowatts, which is 20 times that of the end of the 13th Five-Year Plan and represents a growth of over 130% compared to the end of 2023 [3] - The installed capacity of new energy storage in China is projected to exceed 80 GW in the first half of 2025, marking a year-on-year increase of 120% [5] Competitive Landscape - The average bidding price for lithium battery storage systems has dropped significantly, with a year-on-year decrease of 47.82% in 2024 and 29.94% in the first half of 2025 [5] - The average profit margin in the industry has plummeted from 15% in 2022 to below 5% [5] Call for Healthy Competition - Industry leaders, including the chairman of Hichain Energy, have emphasized the need for a return to healthy competition focused on technological innovation rather than price wars [5][9] - The China Energy Research Society's Energy Storage Committee has called for improved patent protection and antitrust mechanisms to maintain global competitiveness [5][9] Technological Innovation - Hichain Energy has made significant strides in technology, with over 3,900 global patent applications and more than 690 authorized invention patents [7] - The company has introduced several innovative products, including the 1000Ah+ long-duration storage battery and the 587Ah large-capacity storage battery, showcasing a unique reverse development approach [8][9]