Core Viewpoint - The article discusses the rapid advancements in large-capacity energy storage systems, highlighting the competitive landscape among leading companies in the industry, particularly focusing on the latest innovations and market entries from both domestic and international players [2][13]. Group 1: Industry Developments - The energy storage capacity competition is intensifying, with major companies like CATL, Envision, and Fluence introducing systems with capacities exceeding 6MWh, reflecting a trend towards larger energy storage solutions [2][13]. - The average price of turnkey energy storage systems has decreased by 40% year-on-year, reaching $165 per kWh, marking the highest annual decline since 2017 [13]. - The introduction of modular designs, such as CATL's TENER Stack, allows for better transportability and cost savings, with potential reductions in transportation costs by up to 35% [14]. Group 2: Company Innovations - Nidec launched an 8.47MWh energy storage system at The Smarter E Europe 2025, featuring a modular design that supports various market applications [4][5]. - IPS presented the EXERON X-BESS 8 with a capacity of 8.1MWh, emphasizing its compact design and high power density [6][8]. - Powin introduced the Pod Max 6.26MWh containerized battery system, which boasts a 25% higher energy density compared to its previous models [10][11]. Group 3: Competitive Landscape - Over 30 energy storage companies have launched systems with capacities above 6MWh since 2025, indicating a significant shift in the market towards larger and more efficient systems [13]. - The article lists various companies and their respective energy storage systems, highlighting specifications such as capacity, cell size, and unique features, showcasing the diversity and innovation within the industry [16][17].

Core Viewpoint - CATL has launched the world's first mass-produced 9MWh large-capacity energy storage system solution, TENER Stack, marking a significant milestone in the energy storage sector, following the release of the 6.25MWh system in 2024 [1][4]. Group 1: TENER Stack Features - TENER Stack utilizes high energy density cells with a five-year zero degradation characteristic, achieving a 50% increase in energy density and a 45% improvement in volume utilization compared to traditional 20-foot container systems [4]. - The system's large capacity allows for significant economic benefits, reducing the number of containers needed for an 800MWh storage capacity by nearly one-third and improving land utilization efficiency by 40%, leading to a 20% reduction in overall power station construction costs [4]. Group 2: Transportation and Safety Enhancements - TENER Stack features a "Two in One" modular design that keeps the weight of each half-height container below 36 tons, complying with transportation regulations in 99% of global markets, and reducing special transportation costs by 35% [5]. - The system has upgraded safety standards, with a fire resistance of up to 2 hours and enhanced gas sensor sensitivity by 40%, improving the response speed of suppression systems by 35% [6]. Group 3: Market Performance and Trends - In 2024, CATL ranked first globally in energy storage battery shipments, with energy storage system revenue reaching 57.3 billion, accounting for 15.83% of total revenue, and a gross margin of 26.84%, which is higher than the 23.94% margin of the power battery business [7]. - The market is seeing a trend towards larger capacity energy storage systems, with multiple companies, including CATL, launching 6MWh+ products, indicating a shift towards these systems as the core direction for market products [8].