Core Viewpoint - BYD has reported a total installed capacity of approximately 20.187 GWh for its new energy vehicle power batteries and energy storage batteries in January 2026, indicating significant growth in the energy storage sector [3]. Group 1: Product Innovations - BYD launched the world's first ultra-large capacity 14.5 MWh energy storage system named "Haohan" in 2025, which will be showcased at the ESIE 2026 event [3]. - The "Haohan" energy storage system features the world's largest 2710Ah storage-specific blade battery, achieving over 300% capacity increase compared to conventional storage batteries [4]. - The system has a volume energy density of 223.8 kWh/m³ and a volume utilization rate of 52.1%, representing a 39.7% improvement over industry standards [4]. - It boasts the highest protection level globally, IP66, ensuring complete dust protection and resilience against extreme environments, which enhances the lifespan of sensitive components by 100% and reduces system failure rates by 70% [4]. Group 2: Market Performance - In January 2026, BYD's new energy vehicle production was 232,358 units, a decrease of 29.13% compared to the same month last year [5]. - The sales figures for new energy vehicles in January 2026 were 210,051 units, reflecting a 30.11% decline year-on-year [5]. - The production of passenger vehicles was 227,835 units, down 29.64% from the previous year, while pure electric vehicle production fell by 35.68% to 88,071 units [5]. - The commercial vehicle segment showed growth, with production increasing by 11.60% to 4,523 units [5]. Group 3: Industry Events - The 14th International Energy Storage Summit and Exhibition (ESIE 2026) will take place from March 31 to April 3, 2026, at the Capital International Exhibition Center in Beijing [7][8]. - BYD is expected to unveil significant new products and innovative solutions at this event, aiming to expand its influence in the green low-carbon growth sector [3].

Core Insights - The article highlights the significant advancements and global expansion of BYD's energy storage business, particularly its role in the energy transition in Saudi Arabia and beyond [1][3][11]. Group 1: Global Network and Strategic Layout - BYD's energy storage business has successfully delivered over 500 projects across more than 110 countries and regions, showcasing a substantial growth compared to previous years [4]. - In developed markets like Europe and North America, BYD's solutions are crucial for grid upgrades and renewable energy integration, while in emerging markets, they drive local energy structure transformations [4]. - Different regional demands are addressed by BYD's products, such as balancing grid fluctuations in Europe and providing stable power in off-grid areas in Africa [4]. Group 2: Technological Leadership - BYD showcased its latest product featuring a 2710Ah ultra-large capacity storage blade battery at the World Future Energy Summit, setting a new record for mass-produced storage batteries [5]. - The new battery design improves energy density by 15% and has a cycle life exceeding 12,000 times, meeting stringent requirements for longevity and safety [5]. - This battery can form storage units with a capacity of up to 14.5MWh, reducing land use by approximately 30% and system costs by about 25% compared to traditional solutions [5]. Group 3: Benchmark Projects - BYD is constructing a 12.5GWh energy storage project in Saudi Arabia, the largest grid-side storage project globally, which is part of Saudi Arabia's Vision 2030 energy transition strategy [6]. - This project will help integrate increasing renewable energy generation, particularly solar power, and enhance grid reliability [6]. - BYD has developed solutions tailored for the extreme climate conditions of Saudi Arabia, ensuring safe operation at high temperatures and preventing dust intrusion [6]. Group 4: Synergistic Advantages - The rapid development of BYD's energy storage business is closely linked to its comprehensive capabilities in the electric vehicle sector, creating significant synergies and cost advantages [7]. - BYD shares research and technology platforms between its energy storage and automotive battery teams, accelerating innovation and product iteration [8]. - The company leverages its extensive battery production capacity and supply chain to respond quickly to global energy storage project demands [8]. Group 5: Market Impact - BYD's global expansion is reshaping the international energy storage market, with increasing market share in key regions like the Middle East, Europe, and Latin America [9]. - The company actively participates in the formulation of international standards for energy storage, enhancing China's influence in the global energy storage sector [9]. - The International Energy Agency predicts a sixfold increase in global energy storage capacity by 2030, presenting unprecedented growth opportunities for leading companies like BYD [9]. Conclusion - BYD's energy storage systems are not only crucial for stabilizing the Saudi grid and integrating renewable energy but also symbolize the growing importance of Chinese renewable technology in the global energy transition [10][11]. - The company is poised to play a more significant role in the global energy transition, providing reliable, economical, and sustainable energy solutions [11].

Core Insights - The global energy transition is entering a critical phase, with energy storage becoming a core infrastructure to balance the volatility of renewable energy and ensure energy system security [1] - The storage industry is experiencing a fundamental transformation driven by AI computing power and energy structure changes, marking a key turning point for value growth [1] - By 2025, China's energy storage industry is expected to initiate a high-quality transformation cycle, with structural growth opportunities emerging in 2026 [1] Group 1: Technological Foundations - Technological innovation is the core engine for high-quality development in the energy storage industry, with three main characteristics emerging in battery cell technology by the second half of 2025: large cells over 500Ah becoming mainstream, stacking technology accelerating to replace winding technology, and breakthroughs in long-duration storage technology [2] - The industry consensus indicates that by 2026, the development characteristics will include large cells, liquid cooling, long-duration capabilities, and multiple technological routes coexisting [2] - Major companies are leading the technological iteration wave, establishing a solid technical foundation for industry value enhancement [2] Group 2: Demand Drivers - The global energy storage market demand is expected to maintain strong growth, with projections of 150GWh and 203GWh of new installations in China for 2025 and 2026, respectively, and approximately 290GWh globally in 2025 [4] - AI computing infrastructure is becoming a new growth engine, with significant electricity demand from AI data centers, which also increases the need for renewable energy and storage solutions [5] - The share of long-duration storage systems (≥4 hours) is expected to rise significantly by 2026, driven by increasing demand for cross-day and cross-season adjustments in renewable energy [5] Group 3: Value Enhancement - The energy storage industry is transitioning from "scale expansion" to "value growth," with optimized business models and improved supply-demand dynamics driving continuous value elevation [6] - The mainstream business model of "spot arbitrage + capacity compensation + ancillary services" is becoming replicable in regions like Guangdong and Shandong, enhancing investment return capabilities [6] - By 2026, the market is anticipated to enter a new phase of "volume and price increase + quality supremacy," with a focus on smart solutions for various application scenarios and a more diverse business model [6] Group 4: Global Market Opportunities - The global energy storage market is entering an explosive growth phase, with predictions of lithium battery shipments for data centers exceeding 69GWh by 2027 and reaching 300GWh by 2030 [7] - Companies like CATL, Haicheng Energy, and others are accelerating their internationalization strategies, with overseas markets becoming a core growth engine [7] - The focus on localization in overseas markets is expected to enhance customer responsiveness and loyalty, transitioning from "Made in China" to "localized global operations" [7]

Core Insights - The article highlights the upcoming 2025 Solid-State Battery Industry Conference and the Solid-State Battery Golden Ding Award Ceremony, emphasizing the focus on new technologies and ecosystem building [4] - It discusses the significant investment and production capacity of the Taizhou Fudi Battery project, which is part of BYD's strategy in the new energy vehicle battery sector [5][6] - The article outlines BYD's expansion plans, projecting a battery production capacity of 655 GWh by 2025, with potential growth to 810 GWh in the next 1-2 years to meet the demand for electric vehicles and energy storage [7][8] Event Details - The event will take place on November 8, 2025, at the Guangzhou Nansha International Convention Center, with an expected attendance of over 1,000 participants [4] - Concurrent activities include the CINE Solid-State Battery Exhibition and the 2025 Sodium Battery Industry Conference [4] BYD's Production and Market Performance - The Taizhou Fudi project covers an area of 1,500 acres with a total investment of 8.8 billion yuan, aiming for an annual production capacity of 22 GWh of new energy vehicle batteries [5][6] - BYD's battery output has significantly increased, with a total installed capacity of approximately 203.251 GWh in the first three quarters of 2025, marking a nearly 60% year-on-year increase [8] - The company has also seen a remarkable growth in overseas markets, particularly in Europe, where battery installation reached 8.6 GWh in the first half of 2025, a 263.1% increase year-on-year [8] Expansion of Battery Supply Business - BYD's external battery supply has reached 12.7 GWh in the first five months of 2025, matching the total for the entire year of 2024, with expectations for a more than twofold increase in annual supply [9] - The global energy storage lithium battery shipments reached 315.8 GWh in the first half of 2025, with BYD ranking fourth in the market [9] Technological Advancements - BYD launched its new energy storage system "Haohan," which features a minimum unit capacity of 14.5 MWh, setting a global record for capacity [10] - The system utilizes a specialized battery cell with a capacity increase of over 300% compared to conventional storage batteries, positioning BYD as a leader in the global energy storage market [10]

Battery - The domestic lithium battery market prices are generally stable, with a strong demand for stocking during the peak season of September to October, and a projected battery production growth of within 5% in October. Global battery production is expected to reach 2150 GWh this year, significantly exceeding initial expectations due to the successful delivery of popular models and the growth in commercial vehicles and energy storage demand [2] New Energy Vehicles - In the last week, 508,000 passenger cars were sold, a year-on-year increase of 10.30% and a month-on-month increase of 10.72%. New energy vehicles accounted for 298,000 units, with a year-on-year increase of 28.25% and a month-on-month increase of 9.60%. The weekly penetration rate of new energy vehicles reached 58.66%, an increase of 8.21 percentage points compared to the same period last year, while the cumulative penetration rate for the year is 52.18%, up by 7.62 percentage points [3] - In terms of weekly deliveries, Leap Motor delivered 12,900 units, Xiaomi 10,800 units, AITO 10,200 units, XPeng 9,200 units, and Li Auto 8,600 units. Chery Automobile has been listed in Hong Kong, and NIO announced the completion of a $1.16 billion financing round. Automakers are competing for both orders and delivery capabilities, with over 30 new models launched this week [3] Energy Storage - The energy storage cell market prices are generally stable, although some leading companies plan to raise cell prices. The energy storage technology is transitioning from "scale expansion" to "quality improvement," with large-capacity cells becoming the focus of competition. Major manufacturers have begun mass production and delivery of 587Ah energy storage cells, but uncertainties remain regarding yield, consistency, and insufficient production capacity. BYD launched its new generation energy storage system "Haohan" and the 2710Ah energy storage blade battery, which has set a global record, improving capacity by over 300% compared to conventional energy storage batteries and achieving a breakthrough in energy density [4]

Core Viewpoint - The article highlights the advancements in energy storage technology driven by multiple factors such as technological progress, market demand, and cost reduction, with BYD's new energy storage system "Haohan" leading the competition in large-capacity storage solutions by 2025 [2][7]. Group 1: Product Innovation - BYD's "Haohan" energy storage system features a 14.5MWh minimum unit capacity, currently the largest globally, and can achieve 10MWh in a standard 20-foot container, surpassing the industry standard of 6-7MWh [3][9]. - The 2710Ah storage-specific blade battery used in "Haohan" boasts a capacity increase of over 300% compared to conventional storage batteries, achieving a breakthrough in energy density [2][6]. - The battery employs nano-level high-pressure lithium iron phosphate materials, enhancing lithium ion transmission efficiency and energy density while reducing charging time [2][6]. Group 2: System Efficiency - The "Haohan" system reduces the number of containers needed for a 1GWh storage station to 69, a 52% reduction compared to traditional solutions, and saves 33% in footprint area [5][6]. - The design philosophy of "simplifying through size" allows for fewer containers and a more straightforward management structure, enhancing system integration [5][6]. - The system's overall cost per kilowatt-hour has decreased by approximately 21.7%, with maintenance costs reduced by about 70% [6]. Group 3: Safety and Reliability - The "Haohan" system has an IP66 protection rating, ensuring complete dust and water resistance, and has passed extreme safety tests, aligning with nuclear power standards [5][6]. - It features an AI intelligent temperature control system that operates stably in extreme temperatures ranging from -40°C to 60°C, addressing deployment challenges in high-altitude and high-temperature regions [5][6]. Group 4: Market Position and Orders - As of September 2025, BYD has secured a total of 17.6GWh in public orders for energy storage, covering grid-side, commercial, and large-scale solar storage projects [7][9]. - Notable projects include a 2.5GW/12.5GWh storage project in Saudi Arabia and a 400MW/1.6GWh project in Poland, showcasing BYD's leading position in the global energy storage market [8][9]. - The introduction of the "Haohan" system and the 2710Ah battery is expected to set new industry benchmarks as global energy storage demand surges [9].

Core Insights - BYD launched its new energy storage system "Haohan" at the 2025 International Digital Energy Exhibition in Shenzhen, marking a significant advancement in energy storage technology [1][3]. Group 1: Product Features - The "Haohan" system features a 2710Ah dedicated blade battery, achieving the highest capacity globally, with a capacity increase of over 300% compared to conventional storage batteries [3]. - The minimum unit capacity of "Haohan" is 14.5MWh, with a volumetric energy density of 233.8 kWh/m³, which is 51.4% higher than the industry average [5]. - In a standard 20-foot container, "Haohan" can achieve an impressive capacity of 10MWh, surpassing the mainstream industry level of 6-7MWh [5]. Group 2: Efficiency and Design - The volumetric energy density coefficient (Vcts) of "Haohan" reaches a global high of 52.1%, representing a 39.7% improvement over the industry standard [5]. - The high-density integration allows for significant practical benefits; for a 1GWh energy storage station, only 69 units of "Haohan" are needed, reducing the number of containers required by 52% compared to traditional solutions [5]. - The design philosophy of "Haohan" emphasizes simplicity, utilizing fewer boxes, smaller footprint, and a more straightforward management structure, pushing system integration to a new level [5].

Core Viewpoint - The article highlights the launch of BYD's new energy storage product "Haohan" at the 2025 International Digital Energy Exhibition in Shenzhen, emphasizing its advanced features and capabilities in the energy storage market [1]. Group 1: Product Features - "Haohan" features the world's largest single capacity with a 2710 Ah dedicated blade battery, achieving over 300% capacity improvement compared to conventional storage batteries [3]. - The minimum unit capacity of "Haohan" is 14.5 MWh, currently ranking first globally, and it can achieve a capacity of 10 MWh within a 20-foot container [3]. - The volume utilization rate of "Haohan" is 52.1%, which is an improvement of 39.7% over industry standards [3]. Group 2: Design and Efficiency - The high integration design reduces the number of boxes and land area required, enhancing system deployment and operational efficiency through a "small volume, large energy" approach [5]. - The product is designed to operate in extreme environments, with an IP66 protection level ensuring complete dust and water resistance, maintaining stable operation in harsh conditions [6]. Group 3: System Performance - "Haohan" can be integrated with BYD's self-developed PCS unit GC Flux and EMS system GC Master to form a grid-type energy storage system, aimed at enhancing overall system efficiency and grid resilience [6]. - The lifespan of dust-sensitive components is improved by approximately 100%, while system failure rates are reduced by about 70%, leading to a 70% decrease in operational and maintenance costs [7]. Group 4: Development Philosophy - BYD's development philosophy for "Haohan" is centered around the concept of "simplicity," emphasizing a balance between safety, energy efficiency, and lifecycle, catering to the future needs of TWh-level energy storage stations [9].