Core Viewpoint - The global energy storage industry is experiencing rapid growth, with safety concerns becoming a critical issue as incidents related to battery failures have exceeded 100 globally, highlighting the urgent need for effective safety solutions [2][3][4]. Industry Overview - The global energy storage market is projected to exceed $1 trillion by 2030, with an annual growth rate of over 30% [2]. - In Q1 2025, global shipments of energy storage cells are expected to reach 99.58 GWh, representing a year-on-year increase of 150.62% [2]. Company Initiatives - Desay Battery held a global launch event for its "Proactive Safety Cell System," emphasizing that safety is the "lifeline" of the energy storage industry and essential for driving a green future [3][4]. - The company aims to integrate Chinese manufacturing experience with international safety standards to create a new safety paradigm that is locally compliant and globally recognized [4]. Technological Advancements - Desay Battery has developed proactive safety AI cells that can provide early warnings of potential failures, moving from reactive to proactive safety measures [5][6]. - The company has established a comprehensive safety management system that monitors battery health throughout its lifecycle, utilizing advanced sensor technology to detect internal pressure and temperature changes [6][8]. Product Offerings - Desay Battery introduced a new generation of lithium UPS systems designed for high-density data centers, which can significantly reduce electricity costs during peak pricing periods by up to 79% [15]. - The company has signed strategic cooperation agreements with multiple partners to enhance technology development and product innovation in the energy storage sector [15][16]. Market Impact - The proactive safety measures and innovative products from Desay Battery are expected to set new industry standards and enhance the overall safety and reliability of energy storage systems [13][20]. - The establishment of a cloud platform for data integration and analysis will transform energy storage safety management, allowing for real-time monitoring and early detection of potential issues [9].

Core Viewpoint - The explosive growth of artificial intelligence (AI) is leading to a surge in electricity demand from data centers, resulting in rising electricity prices and creating opportunities in the lithium battery industry for energy storage solutions [2][3]. Group 1: Electricity Demand and Pricing - In the U.S., the electricity capacity auction price in the PJM market surged to $329.17 per megawatt-day, a year-on-year increase of 22%, marking a historical high due to the rising power demand from AI data centers and delays in new power plant construction [2]. - In China, cities like Hangzhou are experiencing significant electricity demand increases, with the internet service sector's electricity consumption rising by 237.7% year-on-year in the first half of 2025, and robotics company Yushu Technology reporting a 60.95% year-on-year increase in June [2]. - The International Energy Agency (IEA) predicts that global electricity consumption by data centers will double to approximately 945 terawatt-hours by 2030, with data centers expected to account for 1.4% of global electricity generation by 2024 [2]. Group 2: Lithium Battery Market Opportunities - The lithium battery industry is positioned as a core component in the new energy system formed by the intersection of AI, data centers, and clean energy, with predictions indicating that global shipments of lithium batteries for data center energy storage will exceed 69 GWh by 2027 and reach 300 GWh by 2030, representing a compound annual growth rate of over 80% from 2024 to 2030 [3]. - CATL has identified the data center and energy storage demand as a significant growth market, forecasting a demand for 15 GWh of battery cells by 2025 in its Hong Kong IPO prospectus [3]. Group 3: Industry Developments and Innovations - Desay Battery launched a dedicated active safety AI battery and system solution for data centers, featuring an 86Ah high-rate battery and an LPC2.0 lithium battery UPS system capable of delivering up to 320 kW, designed to meet high power discharge needs within 10 minutes [4]. - Desay Battery's integrated strategy aims to create comprehensive energy solutions for AI data centers, with internal assessments indicating a levelized cost of electricity (LCOE) as low as 0.25 yuan/kWh, potentially reducing electricity costs by 79% during peak pricing periods [4][5]. - Redwood, a U.S. battery recycling company, is utilizing retired electric vehicle batteries for AI data center power in a microgrid project in Nevada, achieving a storage capacity of 63 MWh, sufficient to power 9,000 households, with a cost reduction of approximately 50% and faster deployment [5]. - Despite concerns regarding the performance consistency and safety of retired battery storage, Redwood has implemented a system to actively monitor and replace underperforming batteries, ensuring a lifespan of over 15 years and establishing a complete recycling loop [5].

Core Viewpoint - The article emphasizes the urgent need for green energy solutions in data centers, driven by the rise of AI and the implementation of mandatory green electricity trading in China, highlighting the importance of energy storage systems in this transition [1][5][26]. Group 1: Industry Trends - The global proliferation of AI is leading to an energy revolution in data centers, with a focus on building photovoltaic storage systems and increasing the application rate of green energy [1]. - Data centers are facing challenges such as high electricity dependency, costs, and energy consumption, necessitating a shift towards renewable energy and improved energy management systems [5]. - The energy consumption of data centers is projected to rise significantly, with estimates indicating that their share of total electricity consumption in China could increase from 3% in 2022 to over 5% [19]. Group 2: Company Developments - Desay Battery has launched a dedicated battery and system solution for data centers, aimed at ensuring high-quality development in the AI computing era [1][10]. - The company introduced a new generation of lithium battery UPS systems capable of meeting high power discharge demands, with a maximum discharge rate of 8C and a power capacity of up to 320kW [21]. - Desay Battery's proactive safety technology has achieved a heat runaway suppression efficiency of 99.3%, significantly enhancing the safety standards for energy storage systems [14][15]. Group 3: Strategic Collaborations - Desay Battery has signed strategic cooperation agreements with several companies to integrate technology development and product innovation in the green computing sector [26]. - The company has secured a 1GWh procurement agreement with Romania's Voltika Group for its proactive safety AI battery systems, indicating strong market interest and confidence in its technology [28]. Group 4: Regulatory Environment - The implementation of China's first mandatory national standard for lithium battery safety (GB 44240-2024) on August 1, 2023, marks a significant upgrade in safety requirements for energy storage systems [14].