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分布式光储发展论坛

第二届绿氢产业创新发展大会

王老师18911725159

文丨北极星储能网

作者丨攸宜

随着136号文取消强制配储,储能行业正从政策驱动转向市场化竞争。在产能优化与技术创新成为行业生存与发展的关键之际,新政策如同一股清流,促使企业摒弃昔日以“价格战”为核心的竞争模式,转而聚焦于“价值竞争”的新赛道。高安全、长寿命的储能产品凭借卓越的性能与稳定的品质,正逐步成为市场的主流选择,引领着行业向更高质量的发展阶段迈进。

技术驱动,聚焦可靠与高效

在这场行业变革的浪潮中,技术驱动的力量愈发凸显,成为推动储能产品换代升级的核心引擎。随着储能行业进入规模化发展新阶段,电池技术正迎来革命性突破。以314Ah电池为主流的大容量电芯技术路线正成为储能领域的重要发展方向。但受限于能量密度与系统集成效率,行业亟需更高能量密度、更优系统集成的创新方案。

鹏辉能源品牌部总经理唐莹认为,尽管136号文使行业短期内将面临调整阵痛,但从长远来看,真正具备技术实力和商业模式的产能将成为能源转型的核心支撑。鉴于对这一技术演进趋势的深刻洞察,鹏辉能源将战略重心聚焦于下一代大容量电芯的研发,并果断采取590Ah/600Ah+储能电芯双产品战略路线。2024年8月鹏辉能源在行业内率先发布风鹏590Ah大电芯,基于590Ah大电芯成熟的平台技术,12月率先下线600Ah+大电芯,且电化学性能稳定,风鹏600Ah+大电芯加之与其配套的6MWh以上储能系统一起,预示着储能领域正式迈入“双6”时代。

基于对储能市场前景的坚定看好和实际产能需求,鹏辉能源在2024年下半年行业普遍观望时果断决策,接连宣布将在内蒙古乌兰察布、河南驻马店、安徽广德推出大额扩产计划,覆盖储能电池及系统,半固态电池等前沿产品技术领域,同时,也持续加大对独立共享储能电站的开发与投资。

据统计,鹏辉能源目前在全球拥有12大制造基地,9大海外办事处,其中超六成是储能电池产能。如果乌兰察布及安徽广德两大储能项目进展顺利,今年下半年鹏辉能源储能电池产能将进一步提升,同时产能地域布局更为完善。目前,即将投产的鹏辉青岛基地将重点生产314Ah电芯以及下一代储能大电芯。

“在新能源发电全面入市以及强制配储政策调整的背景下,鹏辉能源进一步坚定以技术驱动发展、安全为第一要素的战略方向”,唐莹表示,“今年我们推出的几款重磅新品风鹏600Ah+大电芯、擎天520储能柜、大圆柱电池、固态电池等等,就是希望能够满足客户在不同领域、不同场景、不同环境的多样化需求。”在ESIE2025展会上,鹏辉能源也携其风鹏590Ah/600Ah+大电芯亮相。

在鹏辉能源看来,可靠,是大电芯的根基。只有坚守可靠、安全,客户价值才能向上跃升。鹏辉能源坚信,只有在保证安全、可靠的基础上再谈经济性,才是真正的价值创造。

风鹏590Ah/600Ah+大电芯通过纳米盾技术、凝胶阻燃电解液和蜂巢碳冷技术构建的三重防护体系,强有力构筑风鹏大电芯安全壁垒,希望为客户带来安全、可靠的产品体验。

目前,风鹏大电芯已通过热失控、过充、短路等严苛的安规测试,均不起火、不爆炸。

与此同时,鹏辉能源坚持迭代其关键性能,从循环和能效双维度出发,持续跃升客户价值。根据实验室实测数据,目前阶段风鹏600Ah+大电芯已实现全温域高能效,在5℃时,能效超84%;25℃时,能效超94.5%;45℃时,能效接近96%。同时,随着研发体系持续迭代,风鹏大电芯能效数据有望持续跃升。

特别值得一提的是,在鹏辉能源看来,产品不应该是“一刀切”的标准品,应该着眼于多样化客户需求和应用场景,因此,在研发风鹏600Ah+大电芯之初,产品针对不同应用环境开发了常规、高温、低温三个版本,展现出强大的场景适应能力,满足客户多元化需求。

市场驱动,差异化与智慧化协同发展

在深耕源网侧储能领域多年并取得显著技术成果的基础上,鹏辉能源敏锐洞察到工商业储能市场的巨大潜力,将自身技术优势延伸至这一细分领域,成功构建了覆盖全场景的储能解决方案体系,为不同场景下的能源需求提供定制化产品服务。

当前,工商业储能市场正处于高速发展的关键阶段,然而其发展环境却充满挑战。唐莹指出:“与电网侧、电源侧相对标准化的解决方案不同,工商业储能项目需直接面对千差万别的园区环境。不同园区的地理位置、气候条件、用电负荷特性等因素各不相同,这对储能设备的安全性和环境适应性提出了近乎苛刻的要求。”

数据显示,尽管工商储市场前景广阔,但已有不少企业因产品质量问题被迫退出市场,那些缺乏安全保障的储能设备甚至成为园区里的“定时炸弹”,给企业和园区带来了极大的安全隐患和经济损失。

面对如此复杂的市场环境和严峻的行业挑战,鹏辉能源基于自身的行业洞察和技术能力,构建了独具特色的商业模式和技术路线。在商业模式上,鹏辉能源提供买断、EMC和融资租赁等多种灵活合作模式,以满足不同客户的资金状况和合作需求。而在技术理念上,始终坚持“高能效高安全产品+全周期智慧运营”这一核心理念,致力于为客户提供从产品到运营的一站式优质服务。

鹏辉能源深知,工商储市场的竞争最终将回归产品本质。唐莹表示:“我们不做昙花一现的投机者,而是坚持做难却正确的事——用更严苛的安全标准、行业领先的能效表现、智能化的运营系统,为客户创造持续增长的价值。”

这种执着,正是鹏辉能源在激烈竞争中保持领先的制胜法宝。这一理念在鹏辉能源的明星产品——新一代工商储解决方案擎天520户外储能柜上得到了完美诠释,该产品在2月14日首发后,也于4月10在ESIE2025惊艳亮相,因其差异化的容量设计和创新工业设计,受到广泛关注。

在能效方面,擎天520户外储能柜整体能效突破90%,较行业平均水平提升4%。其储能柜能效的提升,主要来自在产品结构技术创新和智能温控创新,预计可以为终端客户年运营收益带来8%左右的提升。

安全始终是鹏辉能源坚守的最重要底线。擎天520储能柜集成了AI智能消防预判、多合一探测器等组成的超安全防护系统,能够提前感知潜在的安全风险,并及时采取措施进行防范和处理,将安全事故的发生概率降到最低。此外,该储能柜还采用了创新的工业设计,占地面积减少54%,体积能量密度提升32.5%。这种紧凑设计不仅使其能够适应各类园区复杂的环境条件,还为客户节省了宝贵的空间资源,提高了园区的空间利用率。

在交付效率方面,鹏辉能源深刻认识到工商业储能旺季交付难的困扰,并通过全流程优化实现了质的飞跃。从设计端开始,强化标准化设计,提升零部件的通用性,减少定制化需求带来的生产复杂度。在生产环节,实施交直流并行生产,提高生产效率。同时,优化现场安装流程,使安装时间缩短30%。

鹏辉能源的GreatE云平台则是智慧运营的“大脑”,为储能系统的智能化管理提供了强大的技术支持。该平台基于AI算法,实现了充放电策略的优化、实时状态监测、虚拟电厂接入等功能,让储能系统能够根据实际情况自动调整运行模式,提高能源利用效率,降低运营成本。同时,通过实时状态监测,能够及时发现设备故障和异常情况,并迅速采取措施进行处理,保障储能系统的稳定运行。在今年第九届国际储能创新大赛中,GreatE云平台荣获数字能源赛道优秀项目奖,充分印证了鹏辉能源在EMS领域的创新实力和技术领先地位。

本次在ESIE2025上,鹏辉能源以“技术鹏辉”为主题,将公司在锂电、储能、新型电池等前沿领域的技术沉淀与创新优势毫无保留地呈现在行业与客户面前。

作为一家深耕储能领域14年的技术驱动型企业,鹏辉能源在创始人兼董事长夏信德的带领下,始终以技术创新为引擎,推动储能行业从价格竞争向价值创造转型。

唐莹强调,"未来市场竞争的核心必将是技术创新和产品升级。鹏辉能源的战略非常明确:一方面向上游材料和基础研究延伸,构建更完善的产业链;另一方面针对智慧能源、移动储能、极端环境等多元化场景,开发差异化解决方案。这种技术与市场"双轮驱动"的发展模式,既确保了技术领先性,又能快速响应市场需求。”

展望未来,我们有理由相信,鹏辉能源将继续秉持创新精神,以技术为驱动,不断突破储能技术的边界,为全球客户提供更加优质、高效、安全的储能解决方案。

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