新型储能产业如何把握电力市场改革与数智化机遇？行家说储能正联合 中车株洲所、弘正储能、海辰储能、为恒智能、融和元储 等头部企业， 编撰 《2025电力市场与数智化储能调研报告》，该报告将于1月8日行家说储能峰会上发布。欢迎更多企业参与，共抓产业风口。 政策松绑、市场放权与成本下探等多重 因素共振 ，推动储能产业迎来市场化的春天。 据国信证券经济研究所预测，2025-2027年全球储能新增装机容量分别为221/191/190GWh，对应全球储能系统产值约为1787/1550/1533亿元。 据了解，该产线将主要生产 GG Power品牌BESS系统， 自动化率将达92%，在安全、性能及可靠性等方面严格执行国际标准，其目标市场涵盖越南本土工 商业及电网储能项目，同时也将面向出口市场。 除产线外，金风科技还将为GG工业公司提供长期技术支持，内容涵盖工程师培训、运营维护协助、生产工艺优化以及未来技术升级。这一持续合作将确保生 产线的稳定运行，并紧跟全球储能行业发展趋势，实现持续改进。 GG工业公司透露，该产线计划于明年1月启动试生产，并于3月正式投入商业运营，以实现先进储能解决方案的本地化制造。 ▋ LG Energ ...

Core Viewpoint - The solid-state battery industry is entering a new phase, with significant developments in local production and technological innovation, driven by increasing global demand for energy storage solutions and electric vehicle batteries [2][3]. Group 1: Event Overview - The 2025 Solid-State Battery Industry Annual Conference and the Golden Ding Award Ceremony will be held on November 8, 2025, at the Guangzhou Nansha International Convention Center, with over 1,000 participants expected [2]. - The event will focus on new technologies and building a new ecosystem, featuring concurrent exhibitions and awards related to solid-state and sodium batteries [2]. Group 2: Industry Developments - Domestic battery manufacturers are commencing overseas projects, marking a new stage in localized production, with Gotion High-Tech's battery super factory in Slovakia being a notable example [3][4]. - The Slovakian project, with a total investment of €1.2 billion and an initial capacity of 20 GWh, aims to serve the EU market and is expected to create 1,300 jobs [3]. Group 3: Strategic Partnerships - Gotion High-Tech has acquired a 25% stake in Slovak battery company InoBat, forming a joint venture to advance European battery production, which reflects a strategy to meet local requirements while retaining core technology control [4]. - The partnership will focus on lithium iron phosphate and ternary battery technology, enhancing Gotion's supply chain capabilities in Europe [4]. Group 4: Production Capacity and Goals - Gotion High-Tech's German factory, acquired from Bosch, is set to produce automotive battery modules and energy storage systems, with a planned capacity of 20 GWh [5]. - The company aims for a global production capacity of 300 GWh by 2027, with 200 GWh in China and 100 GWh overseas, and is currently expanding its capacity to meet rising demand [6][7].

Summary of Conference Call on AI Data Center Power Supply Industry Overview - The AI data center power supply and distribution sector is undergoing significant transformation, with traditional low-voltage systems unable to meet the demands of high-power density GPU servers, which have exceeded 130 kW and are expected to rise to 400-500 kW in the next three years [1][2][5]. Key Points and Arguments - **Transition to 800V HVDC**: NVIDIA has proposed a two-wire 800V HVDC system as the future direction for power supply, with a transition path towards Solid State Transformers (SST) [1][2][4]. - **Current Upgrades and New Builds**: Existing data centers can upgrade by adding low-voltage rectifiers to convert outputs to 800V HVDC, while new data centers should directly adopt 480V to 800V HVDC systems [5][6]. - **SST as the Ultimate Solution**: SST is viewed as the ultimate integration method for power supply and distribution, expected to enter the market by the end of 2027, optimizing size, weight, and efficiency [1][8][15]. - **Efficiency Improvements**: The transition to 800V aims to enhance system efficiency, reduce size, and accommodate peak current demands from AI workloads [1][9][11]. - **Power Supply Unit (PSU) Design Changes**: NVIDIA suggests transitioning PSU designs from 54V to 800V to lower costs and heat dissipation needs [11][16]. Additional Important Insights - **High Power Density Requirements**: The demand for high power density in AI training necessitates two-level compensation systems, with Battery Energy Storage Systems (BESS) providing long-term support and supercapacitors addressing short-term peak loads [3][18]. - **Challenges with Current Systems**: Existing low-voltage UPS systems face significant transmission losses and cannot meet high power density requirements, prompting the need for new technologies [5][6][26]. - **Market Dynamics**: The industry is moving towards a more integrated approach, with companies needing to adapt to higher voltage levels and the transition from AC to DC systems [26]. - **Certification Requirements**: Data center power equipment must pass customer-specific certifications, even if they have NVIDIA's certification, indicating a complex certification landscape [25]. Future Trends - **Emergence of Central Rectifiers**: Central rectifier technology is expected to be implemented before SST, although specific technical details are still pending [13][14]. - **Development of 800V DC-DC Modules**: Suppliers are currently developing 800V to 54V DC-DC modules, with some manufacturers already in the sampling phase [17][18]. - **Role of BESS**: BESS systems are being utilized for large-scale energy storage, providing grid-level support rather than device-level, particularly in North American data centers [19][20]. This summary encapsulates the critical developments and future directions in the AI data center power supply industry, highlighting the shift towards higher voltage systems and the integration of advanced technologies to meet evolving demands.