一个超过450亿元的超级大单，让成立才四年的新能源大黑马——楚能新能源，再次成为行业焦点。 很多人都听过宁德时代董事长曾毓群在办公室挂过"赌性坚强"四个字，以及他的敢赌与会赌，而楚能董事长代德明的赌性，与曾毓群比，是有过之无不 及。 既要又要还要 楚能新能源股份有限公司（下称：楚能），2021年8月成立于湖北二线城市孝感，主打新能源储能电池、动力电池以及能源管理系统的研发、生产与行 销。 对于新能源企业来说，2021的时间节点很尴尬，行业早已巨头林立，构建了很深的竞争壁垒。从万亿级市值的宁德时代到若干千亿级市值小龙头，中国新 能源电池企业长年霸榜世界，地位比新能源车企还要牢固。 但楚能却是明知山有虎，偏向虎山行，而且出手就震撼了全行业。 2022年12月，刚成立一年多的楚能，发布了储能行业首款"浸默"电池安全系统，惊艳全场，一举成名。 电化学储能向来是火灾的高发区，据中国储能网不完全统计，近年来国内外的相关火灾事故多达40余起，造成了重大财产损失和人员伤亡。 "浸默"电池安全系统则创造性地通过液态抑制剂，将有热失控风险的区域完全"浸没"，从而阻止火势扩散。它可在3秒内报警、10秒内启动灭火抑燃动 作，70秒完 ...

一、"大容量"时代到来 2021年至2025年，全球储能锂电池市场快速从280Ah向314Ah及500Ah以上大容量电芯演进 ， 280Ah及以上产品迅速从新兴技术成长为市 场主流。 2020年，宁德时代推出280Ah电芯，彼时储能电池规格仍较为杂乱，涵盖50Ah、100Ah等小容量及多种非标型号。到2021年，280Ah逐渐崭 露头角，并凭借高能量密度、提升的安全性及工艺简化等优势，在大型储能项目中占据主导，替代了早期的小容量电芯。主流电池企业相继布局 该规格，280Ah规格储能电池渗透率处于爬坡阶段。 2023年，随着全球新型储能装机规模快速增长，市场对降本增效的需求进一步凸显。280Ah电芯凭借尺寸、能量密度（约395Wh/L）与循环 寿命（约8000次）的综合优势持续领跑。同时，314Ah电池开始小批量测试，并在部分项目中预留接口，以其容量提升12%、单柜能量密度突 破5MWh的特点初步获得关注。 2024年，电芯容量升级趋势加速。314Ah凭借更高能量密度与更低系统成本，迅速占领电源侧与电网侧储能市场；280Ah则逐渐转向对成本敏 感或空间要求不高的特定场景；500Ah以上电池进入市场导入期，主要应 ...

一、"大容量"时代到来 2021年至2025年，全球储能锂电池市场快速从280Ah向314Ah及500Ah以上大容量电芯演进 ， 280Ah及以上产品迅速从新兴技术成长为市 场主流。 2020年，宁德时代推出280Ah电芯，彼时储能电池规格仍较为杂乱，涵盖50Ah、100Ah等小容量及多种非标型号。到2021年，280Ah逐渐崭 露头角，并凭借高能量密度、提升的安全性及工艺简化等优势，在大型储能项目中占据主导，替代了早期的小容量电芯。主流电池企业相继布局 该规格，280Ah规格储能电池渗透率处于爬坡阶段。 2023年，随着全球新型储能装机规模快速增长，市场对降本增效的需求进一步凸显。280Ah电芯凭借尺寸、能量密度（约395Wh/L）与循环 寿命（约8000次）的综合优势持续领跑。同时，314Ah电池开始小批量测试，并在部分项目中预留接口，以其容量提升12%、单柜能量密度突 破5MWh的特点初步获得关注。 图表2 ：2025年全球量（280Ah+）储能锂电池出货量TOP10 2024年，电芯容量升级趋势加速。314Ah凭借更高能量密度与更低系统成本，迅速占领电源侧与电网侧储能市场；280Ah则逐渐转向对成本敏 ...

以下文章来源于广州融捷能源科技有限公司 ，作者融捷能源 广州融捷能源科技有限公司 . 融捷能源位于广州南沙，是融捷集团的旗舰新能源产业主体，为广州市引进的百亿级重点项目、广东省重点项目，属于国家新型战略产业。 12月1 9 日， 2025起点锂电行业年会暨锂电金鼎奖颁奖典礼圆满落幕。广州融捷能源科技有限公司凭借领先的技术创新实力与卓越的市场表现， 一举斩获 "2025年度户储电池技术创新奖" 、 "2025年度锂电电芯技术创新奖" 及 "2025年度锂电行业客户信赖品牌" 三大奖项，成为本次盛会备 受瞩目的焦点。 直击行业痛点，提供体系化解决方案 0 1 起点年会现场，在题为《户储电芯技术及下一代电芯技术》的演讲中，融捷能源研发经理刘文从行业底层逻辑出发，系统解构了制约户储发展的四 大痛点：一致性、集成成本、安全风险与标准缺失。针对这些痛点，融捷能源呈现的不是单个产品，而是一套贯穿材料、电芯、系统的技术体系： 在电芯层面，融捷能源的314Ah储能专用电芯已成为行业高标准的代表。其0.5C循环超过9000次（@70%SOH）的超长寿命，直接将户储系统的 全生命周期度电成本（LCOS）推向新低。而-30℃至60℃ ...

Core Insights - The article discusses the rapid growth and trends in the energy storage industry, highlighting significant revenue increases and the impact of new policies on the sector [2][3][14]. Policy Analysis - In September 2025, the National Development and Reform Commission and the Energy Administration issued a plan aiming for over 180 GW of cumulative installed renewable energy capacity by 2027, with an average annual growth rate of 37% [3]. - The new energy storage projects added 87.5 GWh in the first three quarters of 2025, with 32.7 GWh added in Q3 alone, reflecting a year-on-year growth of 62.97% [10][18]. Market Performance - In the first half of 2025, the combined revenue from energy storage systems, batteries, and PCS reached approximately 1.2 trillion yuan, with a net profit of about 81 billion yuan, showing an overall year-on-year growth rate exceeding 30% [3][14]. - Q3 2025 saw total revenue in the energy storage sector of approximately 282.5 billion yuan, with net profits around 34.1 billion yuan [5]. Profitability Trends - Despite the revenue growth, the average gross margin for energy storage companies declined by about 2 percentage points compared to the previous year, attributed to rising raw material costs and intensified price competition [4][14]. - Notably, some companies reported net profit increases exceeding 900% in Q3, while most companies experienced revenue growth rates between 20% and 75% [6]. Product Pricing - The average price of 314Ah energy storage cells in Q3 was 0.3052 yuan/Wh, which is 8.43% lower year-on-year but shows a slight increase of 0.23% compared to Q2 [8]. - The market price for commercial energy storage cabinets (215 kWh) stabilized around 0.65 yuan/Wh in Q3, with a price range of 0.53-0.75 yuan/Wh [9]. Future Demand Projections - The demand for energy storage batteries in AI data centers is projected to grow approximately 30 times from 10 GWh in 2024 to over 300 GWh by 2030 [12][15]. - The energy storage sector is transitioning from traditional backup power to dynamic energy management platforms, driven by increasing AI computing power and supportive policies [15].

Core Viewpoint - The energy storage market is entering the fourth quarter with price differentiation across the supply chain, where upstream battery cells are experiencing price increases, while downstream energy storage system integration prices continue to decline [2] Price Trends of Lithium Carbonate - The price of battery-grade lithium carbonate showed significant volatility in Q3, with an average price of 73,040 yuan/ton, down 9.59% year-on-year but up 11.89% from Q2 [3] - In September, lithium carbonate prices initially dropped due to the resumption of major lithium mines, but rebounded as demand improved, indicating a potential bottoming out [3] Energy Cell Pricing - The average price of 314Ah energy storage cells in Q3 was 0.3052 yuan/Wh, which is 0.004 yuan/Wh higher than the 280Ah cells, despite an 8.43% year-on-year decrease [6] - The lowest price for 314Ah cells increased from 0.266 yuan/Wh in early July to 0.272 yuan/Wh by the end of September [6] - Prices for energy storage cells are expected to rise in Q4, but significant increases are unlikely [9] PCS Pricing Stability - The price of energy storage PCS remained stable in Q3, with centralized PCS (1725kW) priced between 0.062-0.07 yuan/W, averaging 0.0664 yuan/W, a decrease of about 0.9% from Q2 [11] - String-type PCS (215kW) prices ranged from 0.076-0.098 yuan/W, with an average of 0.0873 yuan/W, showing a slight decline from Q2 [14] Energy Storage System Pricing Trends - Despite rising upstream cell prices, the market price for domestic energy storage systems continues to decline, with Q3 average prices for 2-hour systems down 5.94% from Q2 and 20.41% year-on-year [17] - In August, energy storage system prices fell below 0.5 yuan/Wh, with some large projects priced as low as 0.44 yuan/Wh [18] - The average bid price for 2-hour energy storage systems in September was 0.538 yuan/Wh, down approximately 34.31% from January 2024 [18] Commercial Energy Storage Pricing - The market price for commercial energy storage integrated cabinets (215kWh) stabilized around 0.65 yuan/Wh, with a range of 0.53-0.75 yuan/Wh [20] - The mainstream price for commercial energy storage systems is expected to remain stable between 0.6-0.68 yuan/Wh, with limited upward movement anticipated [20] Future Outlook - The energy storage system price trend is expected to diverge in Q4, with leading companies likely to see slight price increases, while weaker companies may struggle with low pricing or exit the market [22]

Core Viewpoint - The energy storage sector is experiencing significant growth due to unexpected recovery in industry prosperity and event catalysts, leading to high demand for energy storage batteries and near-full production capacity among major manufacturers [2]. Group 1: Production Capacity and Utilization - Major battery manufacturers are reporting full orders and tight production capacity, with some companies having their energy storage battery orders nearly filled through 2026 [3]. - The production capacity and utilization rates for leading companies in 2025 and 2026 are as follows: - CATL: 160 GWh (89.86% utilization) in 2025, 230 GWh (85% utilization) in 2026 - EVE Energy: 80 GWh (100% utilization) in 2025, 130 GWh (88% utilization) in 2026 - Hicharge: 75 GWh (93% utilization) in 2025, 102 GWh (98% utilization) in 2026 - Others also show high utilization rates, with a total capacity of 552 GWh (87% utilization) in 2025 and 937 GWh (85% utilization) in 2026 [4]. Group 2: Demand and Pricing Trends - The demand for large-capacity energy storage cells, such as the 314Ah model, is outstripping supply, with orders extending into 2026. However, the overall industry capacity utilization remains around 65%, indicating structural shortages [14]. - The price trends for various energy storage cell models show significant increases, with the 100Ah and 314Ah cells experiencing price hikes of 10%-15% and 5%-10% respectively, while lower-capacity cells are facing oversupply [15][17]. Group 3: Company-Specific Updates - CATL has a utilization rate of 89.86% for its energy storage systems, with orders extending to October, and some overseas projects requiring "premium pricing for priority production" [6]. - EVE Energy reported full production status for its energy storage batteries as of September 28 [7]. - Hicharge's Chongqing base has orders extending to October, with a 220% increase in overseas orders and a gross margin exceeding 40% [8]. - Ruipu Lanjun has maintained a production utilization rate above 90% since Q2 2025, reaching 100% in July [9]. - Ganfeng Lithium announced that its energy storage cells have achieved large-scale production and established long-term supply partnerships with major industry players [10]. - Penghui Energy reported full production for its major energy storage products, with some price increases compared to the first half of the year [11]. - Chuangneng New Energy has received over 80 GWh in new orders as of September, with a monthly shipment exceeding 8 GWh [12]. Group 4: Strategic Collaborations and Orders - The total announced energy storage cell orders since 2025 have reached 152.879 GWh, accounting for 56.19% of all related orders [18]. - Various companies have signed significant collaboration agreements, including: - Envision Technology Group with over 10 energy system companies for 40 GWh - EVE Energy with strategic cooperation agreements totaling 10 GWh [19].

Core Viewpoint - The article discusses the upcoming 2025 TrendBank (Yinchuan) Long-duration Energy Storage Industry Conference, highlighting its significance for the industry and the various projects and companies involved in energy storage and related technologies [1][15]. Group 1: Conference Details - The conference will take place on July 14-15, 2025, at the Yinchuan Lida Deep Hang International Hotel, and is open for free registration to the entire industry [1][15]. - A special tour of the SuYin Industrial Park will be conducted, featuring visits to Ningxia Baofeng Yueneng Technology Co., Ltd., Hongji High-tech Materials (Ningxia) Co., Ltd., and the SuYin Industrial Park Computing Power Industry Phase I Project [1][4][5][6]. Group 2: Key Projects - Ningxia Baofeng Yueneng Technology Co., Ltd. has a planned total investment of 34.7 billion yuan for a 100GWh battery and energy storage system demonstration project, which has already invested 4.556 billion yuan as of now [4]. - Hongji High-tech Materials (Ningxia) Co., Ltd. is investing 2.1 billion yuan in its first phase to produce 53,000 tons of special graphite annually, with an expected annual sales revenue exceeding 3 billion yuan once fully operational [5]. - The SuYin Industrial Park Computing Power Industry Phase I Project covers 50 acres and aims to establish a national-level data center cluster with a total investment of 9.5 billion yuan, targeting an average annual revenue of 230 million yuan [6]. Group 3: Conference Agenda - The agenda includes a morning tour of the SuYin Industrial Park, followed by an opening ceremony in the afternoon, and specialized sessions on compressed air, molten salt, hydrogen storage, and flow batteries on the second day [8][11][17]. - Notable speakers include leaders from various companies and institutions, discussing advancements in energy storage technologies and their applications [9][10][12][13]. Group 4: Organizational Structure - The conference is organized by TrendBank, with support from various governmental and industrial organizations, including the Yinchuan Municipal Government and Shanghai Electric Energy Storage Technology Co., Ltd. [15][16]. - The event aims to foster collaboration and knowledge sharing within the energy storage industry, addressing current challenges and future opportunities [1][15].

Market Overview - The energy storage industry has experienced a price decline over the past two years, but the market is showing signs of recovery as prices stabilize at a low point, leading to increased interest in the SNEC exhibition [3][5] - Emerging markets in Asia, Africa, and Latin America are becoming more prominent, with new opportunities arising as energy storage technology matures and prices fall to acceptable levels [5][7] Product Developments - The focus has shifted from 314Ah cells replacing 280Ah cells to discussions around the mainstream adoption of 587Ah and 600Ah+ cells, with more exhibitors promoting 587Ah cells at the exhibition [8] - Large storage products showcased this year include 5MWh, 6.25MWh, and 6.9MWh systems, with innovations like the PowerTitan 3.0 leading the market [10] - In the commercial sector, the industry is moving from 280Ah cells to 314Ah cells, with new product configurations such as 125kW/261kWh and 418kW/836kWh systems being introduced [12] Residential Storage Trends - The most popular product this year is the balcony energy storage system, primarily featuring stacked products around 2kWh, with a competitive landscape among soft pack, square shell, and cylindrical cells [13] - The market share of 280Ah cells is rapidly increasing in the cost-sensitive Asia, Africa, and Latin America markets, driven by their high cost-performance ratio [13]

Core Insights - The article highlights the rapid rise of Ruipu Lanjun to the second position in global household energy storage battery shipments, backed by the renowned Qingshan Group and its founder, Xiang Guangda, who is also known as China's steel tycoon [1][5] - The competition between Ruipu Lanjun and industry leader CATL (Contemporary Amperex Technology Co., Limited) is framed as a significant battle in the energy storage sector, with both companies employing different strategies and technologies [10][13] Group 1: Company Background and Development - Qingshan Group, founded in 1988, has evolved from a small steel factory to a major player controlling nearly one-eighth of the global nickel resources, thanks to strategic innovations and investments [2][3] - The breakthrough in nickel-iron smelting technology in 1998 allowed Qingshan to reduce stainless steel raw material costs by 40%, leading to a significant increase in production capacity [2] - By 2013, Qingshan had established a complete industrial chain from nickel mining in Sulawesi to stainless steel products in Guangdong, achieving a production cost advantage of 32% over competitors [3] Group 2: Strategic Shifts and Innovations - In 2015, Xiang Guangda proposed a strategic shift to diversify profits from steel, new energy, and derivative investments, leading to the establishment of Ruipu Lanjun [4] - Ruipu Lanjun's innovative "Wen Ding Technology" significantly reduced internal resistance in batteries, resulting in a longer cycle life compared to competitors [6][7] - The company adopted a modular design for energy storage solutions, allowing for easier installation and expansion, which helped capture a 12% market share in Southern Europe by the end of 2022 [7] Group 3: Competitive Landscape - The competition between Ruipu Lanjun and CATL is characterized by differing focuses; while CATL invests heavily in R&D, Ruipu Lanjun emphasizes cost efficiency and lifecycle performance [10][11] - Ruipu Lanjun's production costs for its 280Ah battery cells are lower than CATL's, showcasing its competitive edge in the market [11] - The strategic differences extend to recycling systems, with CATL having a more extensive network while Ruipu Lanjun focuses on high-purity lithium recovery through advanced processes [12] Group 4: Future Outlook - Ruipu Lanjun aims to become irreplaceable in three areas: control over nickel resources, energy storage system integration capabilities, and recycling network coverage [13] - The ongoing competition between Ruipu Lanjun and CATL is expected to redefine the future landscape of the energy storage industry as both companies strive for dominance in a rapidly evolving market [13]