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].