文 | 中关村储能产业技术联盟 8月21日晚，亿纬锂能发布2025年半年报。上半年公司实现营业收入约282亿元，同比增长30.06%；实现归属于上市公司 股东的净利润16.05亿元，同比减少24.9%；实现归属于上市公司股东的扣非净利润11.57亿元，同比减少22.82%。 按主营业务来看： 出货量方面，报告期内动力电池出货 21.48GWh，同比增长 58.58%；储能电池出货28.71GWh，同比增长37.02%。 按地区来看： | | 营业收入 | 营业成本 | 毛利率 | 营业收入比上 | 营业成本比上 | 毛利率比上 | | --- | --- | --- | --- | --- | --- | --- | | | | | | 年同期增减 | 年同期增减 | 年同期增减 | | 分业务 | | | | | | | | 电子元器件制造业 | 28,169,564,043.41 | 23,289,022,724.62 | 17.33% | 30.06% | 28.19% | 1.21% | | 分产品 | | | | | | | | 消费电池 | 5,079.101,236.34 | 3.724.241 ...

Group 1: Financial Performance - In Q1 2025, the company's revenue increased by 37.34% year-on-year, driven by high-quality products and stable deliveries [3] - The energy storage battery shipments reached 12.67 GWh in Q1 2025, a year-on-year growth of 80.54% [3] - The power battery shipments were 10.17 GWh in Q1 2025, reflecting a year-on-year increase of 57.58% [4] - The gross margin for power batteries in 2024 was 14.21%, while for energy storage batteries it was 14.72% [6] Group 2: Market Position and Strategy - The company holds a 12.15% market share in the domestic commercial vehicle battery market in 2024, ranking second [5] - In Q1 2025, the market share for commercial vehicle batteries increased to 13.41% [5] - The company is expanding its global layout and overseas production capacity to strengthen its competitive advantage [5] Group 3: Product Development and Innovation - The company plans to launch high-power all-solid-state batteries for hybrid applications in 2026 and high-energy all-solid-state batteries by 2028 [4] - The 46 series large cylindrical batteries have achieved mass production, with over 31,300 units produced by mid-February 2025 [6] - The Mr.Giant 5MWh energy storage system was launched in 2024 and has been in stable operation, achieving over 95.5% efficiency [10] Group 4: International Trade and Tariff Impact - Direct exports to the U.S. account for less than 4% of total sales, minimizing the impact of U.S. tariffs on current contracts [4] - The company actively monitors international trade policies and maintains communication with customers and suppliers to ensure stable operations [5] Group 5: Strategic Partnerships - A strategic cooperation agreement was signed with SF Express to enhance supply chain, green transformation, and smart logistics [8] - The partnership aims to develop high-rate power batteries suitable for logistics scenarios and explore applications in low-altitude economies [8]

其中，亿纬锂能与 沃太能源 正式签署《战略合作协议》，双方将在 2025-2028 年达成电芯战略采购合作， 预计总采购规模达 10GWh 。 此次合作将进一步强化双方在新能源产业链的协同优势，共同推动全球清洁能源转型；与 威胜能源技术股份有限公司签署 1GWh 战略合作框 架 ，深化产业协同，共绘绿色能源新蓝图。 在 2025 年初，亿纬锂能已与海博思创签 50GWh 电芯战略采购合作，至此亿纬锂能合作签单已达 61GWh 。 大规模订单支撑亿纬锂能 2024 年至今储能出货量保持强劲势头。 起点研究院统计， 2024 年全球储能电池出货量前十企业中，亿纬锂能排 名上升至全球第二。 可以看到，通过与国际、国内一线新能源企业达成合作，亿纬锂能进一步打开了国内外销售市场，助推其 2024 年全球储能电池市场地位的 提升。 2024 年 4 月，亿纬锂能宣布与海得智慧能源、林洋储能、晶科储能等国内多家企业达成合作，总合作规模达到 19GWh 。 2024 年 6 月和 9 月 ， 亿纬锂能 分别与 Powin 、 AESI 等海外客户达成合作，供应规模分别达 15GWh 和 19.5GWh 。 同 年 12 月， ...

Core Viewpoint - The article highlights the advancements and innovations in the energy storage industry showcased at the ESIE 2025 event, focusing on product launches, technological improvements, and strategic collaborations among leading companies. Company Dynamics - Companies are enhancing their soft power with a strong focus on AI integration to address industry pain points such as safety and operational efficiency. Notable examples include CATL's launch of the energy storage management platform "Tianheng Zhichu," and Sungrow's release of the "BM²T Battery Management Technology White Paper" [2][7][10] - The competition in large-capacity energy storage systems is intensifying, with companies introducing systems ranging from 6MWh to 8MWh. Examples include CRRC's 6.X energy storage battery cabin and EVE's 6.9MWh storage system [2][18][19] - The construction of an energy storage ecosystem is accelerating, with many companies emphasizing strategic partnerships and collaborations to develop storage projects and enhance product compatibility [2] Product Launches - Trina Storage launched the Elementa King Kong 3, featuring a 500Ah+ large-capacity cell, achieving a 12.5% reduction in levelized cost of storage (LCOS) compared to previous models [3][5] - CATL introduced the "Tianheng Zhichu" smart energy storage management platform, which utilizes AI and big data to enhance operational efficiency and reduce unplanned downtime losses by 75% [7][9] - Sungrow released the industry's first "BM²T Battery Management Technology White Paper," focusing on AI-driven battery management to improve grid responsiveness and safety [10][12] - BYD showcased a range of innovative energy storage products, including the MC Cube-T Pro ESS and Chess Plus commercial storage solution, designed for various applications [12][15] - CRRC's new 6.X energy storage battery cabin boasts a 38% increase in energy density and a 20% reduction in station investment costs [18] - EVE's 6.9MWh storage system features a 20% increase in energy density and a 10% reduction in pack costs [19][22] Technological Innovations - Trina Storage's Elementa King Kong 3 incorporates advanced safety features and real-time monitoring capabilities, achieving an energy efficiency of 87.13% in real-world tests [6][5] - CATL's platform can predict faults seven days in advance with an accuracy rate of over 99.99%, significantly enhancing operational reliability [9] - Sungrow's technology enables precise battery health monitoring and early warning for thermal runaway, achieving a prediction accuracy of over 99% [13] - EVE's new system employs a "透视者" technology for lifecycle monitoring and has achieved an operational efficiency exceeding 95.5% [22] Strategic Collaborations - Companies are increasingly signing strategic cooperation agreements to enhance their product offerings and market reach, as seen with CRRC's partnerships with multiple industry leaders [18] - Trina Storage has also engaged in strategic collaborations with several leading firms to bolster its market position [31] Market Trends - The energy storage industry is witnessing a shift towards larger capacity systems and AI integration, with companies focusing on enhancing safety, efficiency, and economic viability [2][10] - The emphasis on ecosystem building and strategic partnerships indicates a trend towards collaborative innovation in the energy storage sector [2]

4月10日， ESIE 2025正式启幕，所有储能企业几乎齐聚 北京，同台炫技"秀肌肉"。 仅储能电池端， 宁德时代、亿纬锂能、远景动力、楚能新能源、鹏辉能源、赣锋锂电、瑞浦兰钧、力神电池、中天储能 等头部企业均有亮 相，其中不少企业借此机会发布储能电池和系统新品，甚至现场签单，热闹非凡。 起点锂电不完全统计了部分储能电池企业本次活动期间展出的新产品，希望以此给读者带来些许参考。 注：以下企业不分排名先后。 宁德时代" 天恒·智储"平台亮相 继 全新6.25MWh天恒储能系统后， 宁德时代 智慧储能管理平台——"天恒・智储"于4月10日亮相， 旨在为储能站客户带来全生命周期管理 的智能化运维与运营解决方案，从安全、效率到收益全链条护航储能资产全生命周期价值。 据介绍， 宁德时代的天恒 ·智储管理平台，通过"大数据平台 + AI大模型与先进机理算法融合 + AI助手工具"等创新集合， 能 为广大储能电 站构建涵盖智能预警、运行分析、电站体检和智慧运维在内的全套标准化能力。 亿纬锂能 6.9MWh系统重磅发布 继Mr.Giant 5MWh系统成功推出后，亿纬锂能再次加码大储赛道，发布新一代6.9MWh储能系统，精 ...

Core Viewpoint - The article highlights the advancements and innovations in the energy storage industry showcased at the 15th China International Energy Storage Conference and Exhibition (CIES2025), emphasizing the diverse solutions and products presented by various companies in the sector [1]. Group 1: Company Innovations - China Electric Equipment Group presented a comprehensive energy storage solution ecosystem, including commercial storage products and a large-capacity storage battery cabin with a capacity of 5.511MWh, achieving a 10% increase in energy density compared to mainstream solutions [2][4]. - China Energy Construction showcased a compressed air energy storage system with six core advantages, including high-efficiency air turbine generation and digital collaborative control technology [6]. - China Mobile Energy exhibited various products, including a commercial lithium battery storage cabinet with specifications of 100kW/215kWh, featuring advanced safety measures and a dynamic battery network [7][10]. - South Power introduced a 30Ah all-solid-state battery with an energy density of 350Wh/kg and a capacity retention rate of over 92% after 500 cycles [11][13]. - Yiwei Lithium Energy displayed the Mr.Big MB56 large lithium storage cell, the first in the industry to achieve mass production with a capacity of over 600Ah [14][16]. Group 2: System Solutions - Zhi Guang Energy presented a GW-level grid-connected high-voltage energy storage system with a total capacity of 500MW, utilizing a unique modular architecture [17][19]. - Haihuo Ronghua introduced the CPower7 series of all-vanadium flow batteries, suitable for various applications including peak shaving and emergency power supply [20][23]. - Qidian Energy focused on user-side and long-duration energy storage, showcasing four flagship products designed for different applications [21][24]. - Pioneering Technology displayed a 6.9MWh battery container and various commercial storage products, emphasizing safety and modular design [26][28]. Group 3: Emerging Technologies - Xuchang Electric showcased a series of commercial energy storage integrated machines with a system conversion efficiency exceeding 86% and multiple operational modes [29][31]. - Bosh Energy presented the Wind Cooling Energy Cube 3.0, a modular commercial energy storage system with high energy density and intelligent management features [32][34]. - Yilai Nova exhibited several innovative products, including all-in-one liquid-cooled storage cabinets with advanced temperature control strategies [35][37]. - Changfeng Green Energy launched the second-generation Lingxi series of integrated solar storage products, featuring a long cycle life and high protection ratings [38][40]. Group 4: Market Trends and Future Outlook - The article indicates a growing trend towards zero-carbon energy systems, with companies like China Mobile Energy developing solutions for extreme cold scenarios [10]. - The upcoming 2025 Global User-side Energy Storage Industry Value Summit aims to connect over 3,000 target users and 200,000 professional visitors, highlighting the industry's potential for growth and innovation [1][87].

中车株洲所综合能源事业部党委书记、总经理唐远远等领导团一行，见证风鹏电芯688Ah下线 仪式后，在夏信德董事长的陪同下参观公司展厅并举行了深入的洽谈会，充分了解并赞扬了鹏 辉能源24年电池技术创新之路，并就2025年全球储能市场合作进行深入洽谈，双方将充分发挥 各自优势能力，快速推动风鹏电芯688Ah导入市场并在示范性储能项目中实现应用。 面向储能大电芯的黄金时代，2025年中车株洲所与鹏辉能源强强联合，风鹏电芯688Ah与 6.9MWh储能系统，将为全球储能市场带来具有转折性意义的时代变局，让储能行业真正进 入"双六时代"，为储能产业高质量发展贡献盎然的产品能量，携手推动全球社会绿色低碳转 型。 （ 来源：鹏辉能源 ） 1月21日，中车株洲所与鹏辉能源联合开发的风鹏电芯688Ah正式下线，中车株洲所综合能源 事业部党委书记、总经理唐远远等领导团一行莅临鹏辉能源见证仪式，鹏辉能源董事长夏信德 等共同参与这一重要时刻，标志着储能行业正式迈入"双6时代"！ 在能源电力行业"四大革命、一个合作"能源安全新战略背景下，新型电力系统加速构建，新型 储能市场迎来爆发性增长。电芯作为储能系统的核心，正在加速向下一代容量60 ...