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Latest developments in the field of energy storage products: fierce competition for large capacity battery cells and diversified technological routes

Against the backdrop of actively promoting energy transformation globally, energy storage products, as a key link in balancing energy supply and demand and improving energy utilization efficiency, are undergoing rapid development and transformation. Recently, a series of remarkable new developments have emerged in the field of energy storage products, especially in the increasingly fierce competition around high-capacity battery cells, while the technological roadmap has also shown a diversified trend. ​
The battle for large capacity battery cells is heating up
From 280Ah to 314Ah, and now with the successive introduction of 500Ah, 600Ah, and even higher capacity batteries, energy storage batteries are rapidly developing in the direction of large capacity. In the process of unifying the second generation of energy storage batteries, Sunac Power once collaborated with upstream battery manufacturers to define 314Ah batteries as the next mainstream product, with a penetration rate expected to exceed 70% by 2025. Now, the "battle" for third-generation energy storage dedicated batteries has fully begun. ​
In just a few days, two industry giants, Sunac Power and CATL, have successively released important products. Sunshine Power has launched the industry's first mass-produced 684Ah stacked large battery cell and released the PowerTitan3.0 AC intelligent storage platform globally. The Plus version of the 30 foot single cabinet has broken the current record for the largest single unit capacity of energy storage systems with 12.5MWh. According to the person in charge of Sunshine Power, the selection of 684Ah battery cells is the result of comprehensive consideration of various factors such as technological development trends, customer needs, safety standards, and logistics transportation requirements. ​
Ningde Times announced that its 587Ah battery cells using winding technology were put into production at its Jining base in Shandong Province in April this year. According to CATL, using this battery cell can significantly reduce the total number of system components by 40% and drive a 15% reduction in system integration costs. The person in charge of domestic energy storage solutions at CATL emphasized that energy storage cells are not necessarily "bigger, better". The 587Ah cell is a "golden balance point" found between multidimensional and complex factors such as legal regulations, whole station matching, system integration, and electrochemistry. ​
In addition to these two giants, many manufacturers such as Far East Power, EVE Energy, Ruipu Lanjun, Xinwangda, Haichen Energy Storage, Chu Neng New Energy, Nandu Power, Tianhe Energy Storage, etc. have also launched 500+Ah or even higher capacity battery cell products, and there are continuous reports of mass production. For example, EVE Energy has announced the mass production of 628Ah battery cells in the first quarter of this year; As a supplier of Sunshine Power, Xinwangda has also launched 600+Ah battery cells. ​
Each technical route has its own advantages
In this competition for high-capacity battery cells, different manufacturers have different choices in manufacturing processes. In the past, 280Ah and 314Ah battery cells commonly used winding technology. With the increase of cell capacity, lamination technology is considered the key to breaking through high-capacity batteries. Sunshine Power's 684Ah battery cell chose lamination technology, believing that lamination technology has "greater performance potential than imagined". However, with mature technology and cost advantages, the winding process still occupies the mainstream position. CATL has advantages in winding technology, and its 587Ah battery cells adhere to the winding process route. Li Xing, Chief Engineer of Energy Storage Cell Research and Development at CATL, stated that compared to the laminated process, the 587Ah battery cell using the winding process has a "one order of magnitude lower" failure rate caused by self discharge. ​
Industry experts believe that the competition around the next generation of energy storage cell standards is expected to continue for some time, and currently no one has a clear advantage. The choice of the future market will become crucial. ​
The game between integrators and battery cell companies
Currently, the competition for the next generation of energy storage batteries in the industry is mainly divided into two camps: energy storage system integrators led by Sunac Power and leading battery cell companies represented by CATL. ​
As a global energy storage giant, Sunac Power's global shipment of energy storage systems exceeded 10 GWh in 2024, ranking first among central enterprises for nine consecutive years. Its cumulative installed capacity and order volume both ranked first in the world. But it does not produce its own battery cells. Battery cell providers include CATL, Samsung SDI, Penghui Energy, Ruipu Lanjun, Zhongchuang Chuanghang, etc. It is reported that the PowerTitan 3.0 product launched by Sunac Power with 684Ah battery cells will be supplied by Xinwangda. ​
In terms of profit, the gross profit margin of energy storage cells is generally lower than that of energy storage systems. In 2024, the gross profit margin of Sunshine Power's energy storage business was 36.69%, while the gross profit margin of CATL's energy storage business, which mainly focuses on battery cells, was 26.84%. This has prompted battery cell companies to accelerate their expansion into the energy storage system sector. Ningde Times, EVE Energy, Yuanjing Energy Storage, Ruipu Lanjun, Haichen Energy Storage, Zhongchuang Chuanghang, Guoxuan High tech, Honeycomb Energy, Lishen (Qingdao) and others have all released system solutions based on their respective large capacity energy storage cells, attempting to define energy storage systems from the perspective of cells. ​
For example, the 500+Ah battery cells produced by Farview Energy Storage can be adapted to its 6+MWh energy storage system, and even 7MWh and 8MWh energy storage systems; Ruipu Lanjun has achieved mass production of 392Ah new generation energy storage battery cells, and the 6.26MWh system compatible with it is also planned to start mass production and delivery this year. At the same time, there are also multiple 500+Ah energy storage battery cells laid out, and the top of the line has been launched ® 587Ah battery cells can upgrade the energy storage system capacity to 7+WMh; Ningde Times has a more complete layout in the field of energy storage systems. In addition to 587Ah large battery cells and 6MWh level energy storage systems, its subsidiary Xinneng An has continuously made new breakthroughs in the industrial and commercial energy storage field. Established in 2023, Pengcheng Unlimited can achieve "Pengcheng Unlimited sales, Ningde Times personally provides after-sales service". ​
Industry Development Outlook
With the continuous expansion of the energy storage market, technological innovation and market competition in energy storage products will further intensify. The development trend of high-capacity battery cells will continue, and competition from different technological routes will drive the industry to continuously optimize product performance, reduce costs, and improve safety. At the same time, the "game" between integrators and battery cell companies will also encourage both sides to strengthen cooperation and innovation, and jointly promote the healthy development of the energy storage industry. In the future, energy storage products will play a more important role in the global energy transition, providing solid support for achieving sustainable energy goals.

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