Core Viewpoint - Haicheng Energy has achieved a significant milestone by surpassing a cumulative shipment of 100GWh since its establishment, positioning itself as a leader in the energy storage industry with a global ranking improvement from fifth in 2023 to second in the first half of 2024 [3][4]. Group 1: Market Performance - As of August 2025, Haicheng Energy has signed contracts for over 30GWh of orders, primarily in energy storage cells and systems [3]. - Revenue is projected to grow from 3.615 billion yuan in 2022 to 12.917 billion yuan in 2024, reflecting a compound annual growth rate (CAGR) of 89% [4]. - The company is expected to turn profitable in 2024 with a net profit of 288 million yuan, recovering from losses of 1.777 billion yuan in 2022 and 1.975 billion yuan in 2023 [4]. Group 2: Product Development - Haicheng Energy has launched several innovative products, including the world's first 1,175Ah cell and a 6.25MWh energy storage system, which enhances energy capacity by 50% compared to traditional solutions [6]. - The company has focused on long-duration energy storage solutions, responding to the increasing demand driven by renewable energy sources [6]. Group 3: Global Expansion - Haicheng Energy has established a presence in key markets such as China, the United States, and Europe, while also exploring emerging markets in the Middle East, Africa, Oceania, and South America [5]. - A joint venture with Manat aims to establish a 5GWh battery storage system factory in Saudi Arabia to serve the Middle East and Africa [9]. Group 4: Production Capacity - By the end of 2024, Haicheng Energy plans to have a production capacity matrix established across multiple locations, including Xiamen, Chongqing, Shenzhen, and Dallas, Texas [10]. - The Chongqing base is expected to operate at full capacity by 2025, with a projected output value of 5.25 billion yuan in the first half of the year, marking a year-on-year increase of 272.2% [7].

Core Viewpoint - The article emphasizes the importance of long-term innovation and self-research in the energy storage battery industry, highlighting the transition from homogeneous competition to value competition in the sector [1][6]. Group 1: Market Dynamics - In early 2022, the energy storage battery market experienced a surge in demand, leading to significant investments, with over 26 expansion projects totaling more than 300 billion yuan [1]. - The industry is now moving towards a critical phase of accelerated iteration, focusing on value competition rather than short-term gains [1]. Group 2: Innovation and R&D - The company has established a comprehensive self-research system, focusing on core areas such as material systems, battery design, and manufacturing processes, resulting in significant breakthroughs in safety, efficiency, consistency, lifespan, and cost [2]. - As of December 2024, the company has applied for over 3,900 global patents, with more than 690 granted, covering over 20 countries and regions [4]. Group 3: Product Development - The company has developed the world's first 1,000Ah energy storage battery, which was initiated during the market boom in 2022, showcasing its commitment to long-term R&D [1][14]. - The product line includes the ∞Cell 587Ah and ∞Cell 1175Ah batteries, designed to meet diverse market demands with a focus on safety, performance, and cost-effectiveness [14]. Group 4: Intellectual Property Strategy - The company’s patent strategy is not merely about quantity but aims to create a global "technology protection network," ensuring a robust intellectual property foundation for future developments [4][5]. - The proactive patent applications in key markets have established a comprehensive risk management system to mitigate intellectual property infringement risks [5][6]. Group 5: Commitment to Innovation - The company views self-innovation as the foundation for survival and development, believing that respect and protection of intellectual property are essential for technology-driven enterprises [6]. - Continuous investment in R&D and a deep understanding of market needs have allowed the company to create a closed-loop ecosystem of "R&D - Product - Scenario" [12][13].

作者丨黎曼 来源丨 投中网 美丽的海滨小城厦门，也跑出了一个全球前三企业。 将投中网设为"星标⭐"，第一时间收获最新推送 估值高达250亿元。 2025年3月底，厦门海辰储能科技股份有限公司（以下简称"海辰储能"）正式向港交所递交招股书。 这家成立仅6年的企业，由前宁德时代工程师吴祖钰掌舵，凭借对行业的精准预判和"逆周期"布局， 从储能行业的寒冬中突围，以35.1GWh的锂离子储能电池出货量跻身全球前三，仅次于宁德时代和 亿纬锂能。 吴祖钰的创业故事堪称戏剧性。 2019年，当储能行业骤冷时，他放弃宁德时代工程师的稳定职位，与搭档王鹏程在厦门创立海辰储 能，专注大容量储能电池研发。在同行收缩时，他们却押注产能扩张，以280Ah电池重新定义行业标 准，仅用三年便实现出货量增速超500%，斩获国内外头部客户订单。 如今，这家"宁德系"企业在2024年以129亿元营收实现扭亏为盈，成为全球储能赛道的一匹"黑马"。 在鑫睿创投、朝希资本、中国宝安、大公资本、前海众创资本、迈为股份、恩沃格林投资、中贯新创 投、农银国际、建信股权、经纬创投、盛屯矿业、峰和资本、厦门火炬集团、厦门创投、招银电信基 金、金风集团、国寿股权、 ...