Core Viewpoint - Nandu Power has signed an independent energy storage project order with a total capacity of 2.8GWh, marking the largest semi-solid battery energy storage project globally, which signifies a key leap in the commercialization of solid-state battery technology [1][8]. Group 1: Project Details - The order consists of three independent energy storage projects with a total capacity of 2.8GWh, including a 1.2GWh project in Shenzhen and two 800MWh projects in Shanwei [1]. - Upon completion, the projects are expected to consume over 1 billion kilowatt-hours of renewable energy annually, significantly enhancing the regional grid's capacity to accept renewable energy and alleviating power supply and demand conflicts in the Guangdong-Hong Kong-Macao Greater Bay Area [1]. Group 2: Technological Innovations - The core technology supporting this super energy storage project is Nandu Power's self-developed 314Ah semi-solid battery, which utilizes "oxide solid-liquid mixed technology" and "high melting point polymer separator" to achieve significant improvements in safety and performance [3][6]. - The 314Ah semi-solid battery effectively suppresses lithium dendrite growth and reduces thermal runaway risks while maintaining ionic conductivity, providing dual guarantees for battery longevity and safety [6] [10]. Group 3: Industry Impact - This project represents the first commercial application of solid-state battery technology in a gigawatt-hour level energy storage project globally, reflecting high industry recognition of Nandu's solid-state technology and engineering capabilities [8][10]. - The large-scale commercialization of solid-state batteries is expected to drive the maturity and cost reduction of the solid-state battery industry chain, injecting strong momentum into technological upgrades within the industry [10]. Group 4: Future Developments - Nandu Power has been conducting forward-looking research since 2017 and is one of the earliest companies in China to focus on solid-state battery development, adhering to a "develop one generation, reserve one generation" strategy [10]. - By the end of 2024, Nandu Power plans to complete a key research project in Zhejiang Province, successfully developing a 30Ah all-solid-state battery that addresses the "solid-solid interface" challenge, enhancing the cycle life and rate performance of all-solid-state batteries [12]. - In April 2025, Nandu Power will launch a 783Ah ultra-large capacity solid-state battery, achieving breakthroughs in energy density and safety performance through innovative technologies [14].

Core Viewpoint - Nandu Power has secured a significant order for 2.8GWh of semi-solid state battery energy storage projects, marking a milestone in the commercialization of solid-state battery technology on a gigawatt scale [3][4]. Group 1: Project Details - The order consists of three independent energy storage projects located in Shenzhen (1.2GWh) and Shanwei (two projects of 800MWh each) [3]. - Upon completion, these projects are expected to consume over 1 billion kWh of renewable energy annually and reduce carbon dioxide emissions by approximately 1 million tons each year [3]. Group 2: Technology Innovations - Nandu Power's 314Ah semi-solid state battery utilizes "oxide solid-liquid hybrid technology" and "high melting point polymer separator" to significantly suppress lithium dendrite growth, reducing thermal runaway risks while ensuring high ionic conductivity and battery longevity [6]. - This is the first commercial application of solid-state battery technology in gigawatt-level energy storage projects globally [4]. Group 3: Industry Landscape - The semi-solid state battery technology is gaining traction, with over 6.2GWh of semi-solid state battery projects announced this year alone [14]. - Various companies are exploring different solid-state battery technologies, including polymer, oxide, sulfide, and halide types, with notable players in each category [9][10]. Group 4: Market Dynamics - The current price range for semi-solid state batteries is approximately 0.8-1.2 yuan/Wh, with system prices around 1-1.5 yuan/Wh, indicating a narrowing cost gap with liquid lithium iron phosphate batteries [15][16]. - As the cost differences decrease, semi-solid state batteries may emerge as a new favorite in the energy storage market [16].

文 | 南都电源 日前， 南都电源成功签署总容量高达2.8GWh的独立储能项目订单，项目将全部采用南 都自主研发的3 1 4Ah半固态储能电池。 这是迄今为止全球最大的半固态电池储能项目， 实现了固态储能电池技术商业化应用的关键跨越。 三大项目落子湾区 独立储能支撑电网韧性 本次斩获的订单由三个独立储能项目构成，总容量为2 . 8GWh。其中，深圳地区的项目规 模为1.2GWh；汕尾地区则布局两个项目，容量均为800MWh。 项目建成后，预计每年消纳新能源电量超10亿千瓦时，将极大提升区域电网接纳可再生能 源 的 能 力 ， 有 效 缓 解 粤 港 澳 大 湾 区 电 力 供 需 矛 盾 ， 同 时 每 年 减 少 二 氧 化 碳 排 放 约 100 万 吨。 该 项 目 是 公 司 " 储 能 技 术 + 场 景 " 的 重 大 突 破 。 深 圳 作 为 超 大 型 城 市 ， 对 储 能 系 统 的 安 全 性、循环寿命要求极高；汕尾则依托海上风电资源，需要储能支撑电网稳定。南都半固态 电池储能系统，恰好能满足这两类应用场景的核心需求。 半固态电池破解安全与成本难题 支撑这一超级储能项目的技术核心，是南 ...