作为储能领域深耕多年的企业，南都电源自成立以来始终将技术创新作为核心发展驱动力，在铅蓄电 池、锂离子电池及储能系统解决方案等领域积累了深厚的技术沉淀与丰富的市场资源。此次在固态电池 领域的集中突破，为企业后续发展注入了强劲动力。"高工金球奖年度创新产品奖"的授予，是行业对其 在固态电池技术领域持续深耕、坚持创新驱动的权威肯定；而入选"浙江省先进技术创新成果名单"，则 从省级层面认可了其在半固态锂电池关键技术及产业化应用上的突出成就，以及对区域先进制造业升级 的积极贡献。 面向未来，南都电源在官方公众号明确了战略规划：将持续以技术创新为核心，加速783Ah超大容量固 态电池等产品的规模化量产与商业化应用；坚持"技术+市场"双轮驱动，进一步深化在新型储能、通信 及数据中心储能等核心领域的布局，以更安全、更长寿命、更具经济性的储能解决方案，助力"双碳"目 标实现。凭借持续的技术迭代与精准的市场布局，南都电源正以"南都智慧"和"南都方案"赋能全球能源 转型。（厉平） 近日，南都电源（300068）（300068.SZ）在2025高工储能年会上成功斩获"高工金球奖年度创新产品 奖"，其自主研发的"高安全长寿命半固态锂电 ...

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].

Core Viewpoint - The company has successfully signed an independent energy storage project order with a total capacity of 2.8 GWh, marking a significant milestone in the commercialization of solid-state battery technology [2][3][9]. Group 1: Project Details - The order consists of three independent energy storage projects with a total capacity of 2.8 GWh, including a 1.2 GWh project in Shenzhen and two 800 MWh projects in Shanwei [3]. - Upon completion, the projects are expected to consume over 1 billion kWh of renewable energy annually, significantly enhancing the region's ability to accept renewable energy and reducing carbon emissions by approximately 1 million tons each year [3]. Group 2: Technological Breakthroughs - The core technology supporting this major energy storage project is the company's self-developed 3 1 4Ah semi-solid-state battery, which addresses safety and performance challenges through key innovations [6][8]. - The battery utilizes "oxide solid-liquid mixed technology" and "high melting point polymer separator" to achieve significant improvements in safety and performance [6][8]. Group 3: Industry Impact - This project represents the first commercial application of solid-state battery technology in a gigawatt-level energy storage project globally, reflecting industry recognition of the company's solid-state technology and engineering capabilities [9][11]. - The large-scale commercialization of solid-state batteries is expected to drive the maturity and cost reduction of the solid-state battery supply chain, injecting strong momentum into technological upgrades in the industry [11]. Group 4: Future Developments - The company has been engaged in forward-looking research since 2017, being one of the earliest enterprises in China to focus on solid-state battery development [11]. - By the end of 2024, the company is set to complete a key research project in Zhejiang Province, successfully developing a 30 Ah all-solid-state battery that addresses the "solid-solid interface" challenge [13].