倒计时14天 2025起点户储/工商储/便携式储能电池技术论坛 暨全球用户侧储能白皮书发布会 活动主题： 聚焦储能新技术 共建产业新生态 主办单位： 起点锂电、起点储能、起点研究院 SPIR 活动规模： 600+ 举办时间： 2025年9月26日 活动地址： 深圳市维纳斯皇家酒店（深圳国际会展中心京基百纳店）二楼维纳斯厅（深圳市宝安区沙井镇沙井路118号） 储能电芯新品又迎来集中发布期。 起点锂电经观察发现，有以下电池厂商正在全方位发力储能电芯。 首先是欣旺达同时发布 684Ah 与 588Ah 储能电芯。先来看 684Ah 储能电芯，该产品为方壳电池，体积能量密度 440+Wh/L ，采用热电 分离设计与三维散热结构，优化热管理路径，使用寿命高于 20 年，系统集成适配性优异，可兼容 10 英尺、 20 英尺、 30 英尺等多种规格 集装箱，该产品计划今年 Q4 上市。 再看 588Ah 储能电芯 ，该电芯为 采用卷绕工艺 的圆柱电池 ， 采用 低锂损耗技术 来 应对长期运行容量衰减 痛点 ， 使用寿命同样可 超 20 年，能量效率高达 96.5% ，进一步优化了度电成本， 适用于 经济性要求极高 的 应用 ...

会议主办： 鑫椤资讯 关注公众号，点击公众号主页右上角" ··· "，设置星标 "⭐" ，关注 鑫椤锂电 资讯~ 本文来源：企业官微 9月10日， 欣旺达 684Ah储能电芯在德阳欣旺达新能源有限公司（以下简称：德阳基地）正式启动量 产。 以创新技术推出大容量电芯产品组合，为发电侧、电网侧及用户侧多元应用场景提供更高效、更可靠 的储能解决方案。 欣旺达储能电芯事业部总经理陈涛表示："684Ah和588Ah储能电芯的推出，是欣旺达持续创新、推进大 容量储能技术发展的重要体现。打造高安全、高品质、高可靠，覆盖多场景需求的产品及解决方案是欣旺 达一直以来的初心。" 会议详情： 会议时间： 2025年11月12-13日（12号报到） 会议地点： 中国·上海 会议咨询： 13248122922(微信同） END ...

Core Viewpoint - The new energy storage market in China is experiencing rapid growth, with installed capacity reaching 94.91 million kilowatts (22.2 billion kilowatt-hours) in the first half of the year, driven by policy support and market demand, indicating a shift towards high-quality development in the industry [1][2]. Group 1: Industry Growth - The installed capacity of new energy storage in China increased by approximately 29% compared to the end of 2024, with over 40% of the global total capacity [2]. - The policy framework for new energy storage has been continuously improved, with several initiatives aimed at guiding the scientific development of the industry [2]. - Various technological routes, including solid-state lithium batteries and sodium batteries, are advancing rapidly, pushing the industry to a higher level [2][3]. Group 2: Profitability and Market Performance - The profitability of new energy storage companies has significantly improved, with five out of eight listed companies forecasting positive earnings, including a projected net profit increase of 810.41% to 1265.61% for Shanshan Co., Ltd. [4]. - The demand for energy storage batteries has led to high capacity utilization rates, with some companies experiencing supply shortages [4]. - Chinese energy storage companies are expanding internationally, with a 246% year-on-year increase in overseas orders, covering over 50 countries [4]. Group 3: Capital Market Engagement - The new energy storage sector has attracted significant attention from the capital market, with 20 companies accelerating their IPO processes and raising over 108.93 billion yuan [5]. Group 4: Transition from Policy to Market Driven - The industry is transitioning from being policy-driven to market-driven, with new regulations removing storage configuration as a prerequisite for new energy projects [6][7]. - The focus is shifting from scale expansion to value cultivation, emphasizing system-level solutions and high-quality development [7]. - Companies are encouraged to enhance their technological capabilities and explore diverse business models to support industry growth [7][8].

Core Viewpoint - The energy storage industry is undergoing a significant "capacity revolution," with leading manufacturers like CATL and BYD introducing large-capacity battery cells, marking a competitive landscape focused on technology routes, market share, and industry influence [2][3]. Group 1: Industry Trends - The push for extreme cost reduction is essential for the renewable energy sector, and the development of larger battery cells is a key strategy to achieve this goal [3]. - Since 2020, the industry has seen a shift towards larger capacity battery cells, with major manufacturers introducing cells with capacities exceeding 280Ah, which have become the mainstream in the market [4]. - By 2023, the market is primarily focused on battery cells with capacities above 300Ah, with various companies launching products such as CATL's 314Ah and Ruipu Lanjun's 320Ah [4]. Group 2: Technological Innovations - The introduction of large-capacity battery cells has led to improved energy density and reduced unit storage costs, enhancing project profitability [5]. - CATL reported that using a 587Ah battery cell reduced the total number of components in the energy storage system by 40%, leading to a 15% decrease in system costs [6]. - The development of large-capacity cells is not merely about increasing size; it involves addressing challenges such as parameter inflation and safety risks associated with concentrated energy [7][8]. Group 3: Market Dynamics - The shift from policy-driven to market-driven dynamics in the energy storage sector is expected to emphasize lifecycle costs, including initial investment and operational expenses [8]. - The competition among manufacturers is evolving from a focus on specifications to a comprehensive evaluation of total cost of ownership [11]. Group 4: Safety and Reliability - Safety remains a critical concern, with reports of numerous safety incidents in energy storage systems, highlighting the risks associated with large-capacity cells [7]. - CATL has implemented a "three-dimensional defense system" to address safety challenges posed by larger cells, focusing on materials and design to mitigate risks [10].