节点:下游(终端消费/应用)位置:下游情绪:利好参考度:4/10


当下,长时储能(持续放电时间不低于4h、寿命不低于20年的储能技术)是储能产业发展的核心增量方向之一。行业共识显示,当新能源发电量占比超过20%时,4h储能成为标配;超过50%时,8h以上储能将成为系统刚需,以支撑跨日、跨周的能量平衡。

电池中国获悉,日前正力新能50GWh新一代大容量长时储能智能制造项目完成签约,落户苏州常熟高新区,项目拟总投资100亿元。该项目主要生产面向长时储能的588Ah大容量电芯,可满足2h-8h储能时长需求,并兼容更大容量新一代长时储能电芯,储能时长可达4h-12h。

该项目深度融合“AI+制造”战略,拟采用柔性制造模式,兼顾规模化与灵活性,可适配不同规格储能电池的生产需求。其产品不仅覆盖传统储能场景,还延伸至算力中心、去中心化供电模式等新兴应用场景,同时兼顾新能源汽车、电动载人飞行器、人形机器人、电动船舶等多个前沿领域。

正力新能此前已布局25.5GWh电芯产能,其中储能电芯占比约30%。在建的常熟银河B区基地25GWh动力电池项目一期(10GWh)已于2025年6月封顶,二期15GWh预计2026年落地,届时公司总产...

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