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储能电芯价格现状及发展趋势
数说新能源· 2025-10-11 08:15
1. 电芯涨价趋势及博弈情况 Q:当前储能需求旺盛,电芯厂商反馈可涨价,但集成厂商认为仍处博弈阶段,从客观角度看,电芯价格走势及博弈情况如何? Q:国内纯电感电应用中,三线以上电芯厂商的产品性能差异是否明显?核心差异点在哪里 ? A:电芯品质差异需从"技术"和"管控"两个维度看,目前行业不存在卡脖子的电芯技术,配方、工艺可复制(多数厂商研发负责人来自宁德时代,技术路线趋 同),核心差异体现在两点: 一是生产一致性与良率,头部厂商(如宁德时代、亿纬锂能)的生产工艺更成熟,良率高,下线电芯容量、性能一致性好,成组后效率高、成本低;二是集成商 的管控能力,集成商通过PCS、BMS(电池管理系统)、EMS(能量管理系统)对电芯运行的管控,直接影响电芯性能发挥,例如特斯拉采用"一颗电芯一管 控"模式,项目生命周期可用率高;阳光电源通过监管电芯产线、挑选高一致性电芯(如与中创新航合作时筛选产线),可提升电芯成组后的稳定性。 正因为电芯技术无绝对壁垒,宁德时代才选择下场做系统集成,以维持全球市占率——若电芯具备不可替代优势,仅靠卖电芯即可占据市场,无需拓展集成业 务。 3. 电芯技术迭代对头部厂商优势的影响 Q:电芯从31 ...
小部件大作为!第十届国际储能创新大赛电气设备赛道火热征集中!!!
中关村储能产业技术联盟· 2025-10-09 10:07
电⽓设备赛道申报范围 随着储能电站规模不断扩大、运行环境日益复杂,对电气设备的可靠性、安全性和智能化水平提出了更高要求。每一个微小的创新都可能带来系统性能的 显著提升。 本次电气设备赛道 聚焦 关键电气部件与系统 ,征集范围包括但不限于: 连接设备 (如连接器、母线、电缆等) :追求更低的阻抗、更高的可靠性,是实现高效能源传输与系统协同的基础。 保护设备 (如熔断器、断路器等) :确保系统在过流、短路等故障情况下能快速、可靠地动作。 电能计量设备 : 精准测量电池充放电量、系统效率。 第⼗届国际储能创新⼤赛(ESIC 2026)⾃启动以来,已收到全球上百个优质项⽬的参赛申请,展现出储能产业的蓬勃⽣机。本届⼤赛由国际储能技术与 产业联盟和中关村储能产业技术联盟共同主办,以"创新驱动储能变⾰,数智赋能零碳未来"为主题。作为ESIC 2026的分赛道之⼀,电⽓设备赛道正⾯ 向全球的创新⼒量,发出征集令。 储能市场爆发,电⽓设备迎发展良机 国家发展改革委、国家能源局近日发布《新型储能规模化建设专项行动方案》,提出到 2027 年, 中国新型储能装机规模将达到 180GW 以上,这个发 展目标将会带来巨大的市场需求 。 ...
海博思创20251008
2025-10-09 02:00
海博思创 20251008 Q&A 海博思创公司在储能系统集成领域的核心竞争优势是什么? 海博思创公司作为国内储能系统集成的龙头企业,其核心竞争优势主要体现在 以下几个方面:首先,公司在国内和海外市场均有显著布局,国内市场受益于 政策驱动和储能装机量的快速增长,预计 2025 年装机目标为 140~150 G 瓦 时,同比增长超过 30%。其次,海外市场尤其是欧洲和美国表现优异,公司 65%的业务集中在欧洲,10%在美国,其余 25%分布在澳大利亚及亚太新兴 市场。海外市场单价和盈利水平较高,为公司营收和利润提供强劲动力。此外, 公司逐季度上修出货指引,预计 2025 年全年出货目标为 30 G 瓦时,并且未 来几年内逐步提升至 70、100、120 G 瓦时。最后,公司具备完整的储能系统 集成生产能力,包括 PCS、EMS、BMS 等核心零部件生产,仅电芯需要外采, 这使得其产品竞争力进一步增强。 公司预计 2025 年国内出货量约 25GWh,海外约 5GWh,毛利率分别 为 16%和 30%,对应利润 9 亿元左右。2026 年预计利润 17 亿元左右, 2027-2028 年归母净利润预计在 25~3 ...
卧龙新能:卧龙储能目前掌握自研BMS、PCS、EMS、PACK及系统集成的核心技术基础
Mei Ri Jing Ji Xin Wen· 2025-09-25 03:41
卧龙新能(600173.SH)9月25日在投资者互动平台表示,卧龙储能目前掌握自研BMS、PCS、EMS、 PACK及系统集成的核心技术基础,为电网侧、工商业侧和用户侧等客户提供新能源储能关键设备及储 能系统解决方案。 (文章来源:每日经济新闻) 每经AI快讯,有投资者在投资者互动平台提问:贵公司储能项目运营的如何?有哪些稀土矿石项目? ...
海博思创
数说新能源· 2025-09-23 03:32
订单及在手项目:25年订单35GWh,产能限制预计交付30GWh。目标26年出货70GWh(10GWh海外),27年100GWh,28年120-130GWh,3年累 计装机300GWh(其中200GWh国内独立储能,100GWh海外+国内五大六小)。 海外业务进展:当前项目主要欧洲+东南亚,对北美非常乐观,25年美国交付大几百MWh,美国项目已经洽谈并签协议大几GWh ,预计后续美国和欧 洲体谅相当 国内战略:公司认为决定储能收益核心在于节点,当前公司国内跑马圈地,抢先占据优质变电站节点,通过优质节点+电力交易构建壁垒,25年底预计 运维+交易储能规模20GWh。 产业链布局:25年自供pcs1GW,26年10GW,电芯参与研发,近期与华为合作定义一款新规格电芯在美国展会公布 如果需要新能源汽车销量数据和进群交流请添加半仙微信交流。 国内需求:参考此前储能规划装机指引3年30GW但实际装机80GW+,公司预计本次储能倍增政策到27年新增150GW/600GWh储能,实际装机远超国 家目标。公司预计内蒙、甘肃十五五规划分别为150-160GWh/80-100GWh,山东、山西、河北等在100GWh左右。 期推荐 ...
储能电站运行效果核心影响因素分析
中关村储能产业技术联盟· 2025-09-18 11:53
JDENERGY 在新型电力系统建设中,储能电站作为 "源网荷储" 协同的关键枢纽,其运行效果直接决定了电网 调峰调频、新能源消纳及用户侧成本优化的实际价值。而设备在线率、设备运行效率、设备充放电 深度(DOD)、设备电池容量衰减率四大指标,是衡量储能电站 "可用性、经济性、安全性、长效 性" 的核心维度 —— 在线率 决定其 "能跑多久"(满功率持续运行时长), 运行效率 决定其 "跑 得多好"(能量利用的好坏), 充放电深度 影响其 "单次能跑多远"(单次出力能力), 容量衰减 率 则关乎其 "能跑多少年"(长期服役寿命)。本文将从这四大指标切入,拆解其关键影响因素, 并结合行业实践提出优化方向,为储能电站运行管理与设备选型提供参考。 01. 设备在线率: 电站"可用性"的基石 设备在线率是指储能电站在计划运行时段内,实际可投入使用的时长占比,是保障电站收益的前提 —— 以 200MW/400MWh 独 立 储 能 电 站 为 例 , 在 线 率 每 降 低 1% , 年 均 充 放 电 量 损 失 可 达 1200MWh。其核心影响因素可归纳为 "设备稳定性、可维护性、灵活冗余机制" 三大维度。 JDE ...
智光电气:公司不生产电芯
Mei Ri Jing Ji Xin Wen· 2025-09-15 08:01
Core Viewpoint - The company does not manufacture battery cells but focuses on developing and producing other components for energy storage systems, indicating a strategic approach to the energy storage market [2]. Company Summary - The company, Zhiguang Electric (002169.SZ), has clarified that it does not produce battery cells, instead it develops and manufactures products such as PCS (Power Conversion System), BMS (Battery Management System), EMS (Energy Management System), and energy storage fire protection systems [2]. - The company sources battery cells from external suppliers and has already developed energy storage system products compatible with solid-state batteries, highlighting its adaptability to emerging technologies in the energy storage sector [2]. Industry Summary - The energy storage market is experiencing significant growth potential, with many companies exploring solid-state battery technologies, which suggests a competitive landscape and innovation opportunities within the industry [2].
大爆发,光储龙头股价创新高
Zheng Quan Shi Bao· 2025-09-05 11:36
Market Overview - The A-share market experienced fluctuations in the morning but rose significantly in the afternoon, with the Shanghai Composite Index increasing by 1.24% to close at 3812.51 points, while the Shenzhen Component Index rose by 3.89% and the ChiNext Index surged by 6.55% [1][2] - A total of 4855 stocks rose, while only 473 stocks declined, with a market turnover of 23,483.59 billion yuan, a decrease of approximately 233.5 billion yuan from the previous day [1] Sector Performance - The lithium battery and solid-state battery sectors saw a surge, with over 20 stocks hitting the daily limit, including Tianhua New Energy and Xian Dao Intelligent [3] - The photovoltaic and energy storage sectors also performed well, with stocks like Jinlang Technology and De Ye Shares reaching their daily limit [3] - Conversely, sectors such as banking, dairy, and insurance experienced declines [3] Company Highlights - Sunshine Power's stock surged by 16.67% to 135.34 yuan per share, reaching a market capitalization of 280.59 billion yuan, with an intraday high of 137.66 yuan, marking a historical peak [4][5] - Sunshine Power reported a revenue of 43.53 billion yuan for the first half of 2025, a year-on-year increase of 40.34%, and a net profit of 7.735 billion yuan, up 55.97% [6] - The company's profitability is primarily driven by its photovoltaic inverter, energy storage business, and new energy investment development [6] Industry Trends - The Ministry of Industry and Information Technology and the State Administration for Market Regulation released an action plan for the electronic information manufacturing industry, emphasizing high-quality development in the photovoltaic sector and addressing low-price competition [5] - The photovoltaic industry is expected to see improvements in supply-demand structure due to ongoing support from higher authorities and the gradual implementation of price transmission mechanisms [7] - In the first half of 2025, several photovoltaic equipment companies reported net profits exceeding 1 billion yuan, with Sunshine Power leading at 7.735 billion yuan [7][8]
中信建投:储能是电新行业投资价值最高的板块之一,值得重点关注
Xin Lang Cai Jing· 2025-09-05 00:43
Core Viewpoint - Energy storage is identified as one of the fastest-growing and most cost-effective sectors within the new energy industry, despite recent average market performance [1] Group 1: Market Dynamics - The market anticipates that the rapid release of projects in regions like the Middle East may not be sustainable, and the slowdown in global photovoltaic installation growth this year will also impact energy storage growth [1] - Energy storage has developed its own growth trajectory, which is expected to exceed expectations as duration increases and independent storage rises [1] Group 2: Profitability and Competition - The market perceives intense competition in the Middle East, suggesting a lack of excess profits; however, projects like the recent Saudi PCS project still demonstrate potential for excess profits [1] - The household storage sector is entering a low season, with demand expected to decline in the fourth quarter; however, recent increases in European electricity prices and a recovery in shipments from Asia, Africa, and Latin America are promising for a rebound in the household storage sector post-holiday [1] Group 3: Investment Recommendations - The global explosion of large-scale storage is anticipated, with PCS being the most beneficial segment [1] - Leading integrators maintain high competitiveness, frequently securing orders [1] - Household storage is expected to recover, with new products like industrial and commercial storage beginning to gain traction [1]
中信建投:储能已走出自己的增长曲线 仍将超预期落地
Mei Ri Jing Ji Xin Wen· 2025-09-05 00:34
Core Viewpoint - Energy storage is identified as one of the fastest-growing and most cost-effective sectors within the new energy industry, despite recent underperformance in the market [1] Industry Analysis - The market anticipates that the rapid release of projects in regions like the Middle East will not be sustainable, and a slowdown in global photovoltaic installation growth this year will also impact energy storage growth [1] - Energy storage has developed its own growth trajectory, which is expected to exceed market expectations as the duration of storage increases and independent storage gains prominence [1] - The competitive landscape in the Middle East is perceived as intense, with no excess profits expected; however, projects like the recent Saudi PCS project are expected to maintain excess profits in advantageous segments [1] Market Trends - The household storage segment is entering a low season, with demand expected to decline in the fourth quarter; however, recent increases in European electricity prices and a recovery in shipments from Asia, Africa, and Latin America are anticipated to support a rebound in the household storage segment post-holiday [1] Investment Recommendations - The global explosion of large-scale storage is expected, with PCS being the most beneficial segment [1] - Leading integrators are maintaining high competitiveness, frequently securing orders [1] - Household storage is expected to recover, with new products like industrial and commercial storage beginning to gain traction [1]