News Center

Yangzhou Cheviller International Trading Co., Ltd.​​

Company News

Industry News

Power Innovation: Revolutionizing the Energy Storage Landscape

In the backdrop of the global push for energy transition, energy storage products have emerged as a linchpin in balancing energy supply and demand while enhancing energy utilization efficiency. Recently, the energy storage sector has witnessed remarkable advancements, particularly in power innovation, with intense competition surrounding high-capacity cells and a diverse array of technological approaches.​
The Fierce Battle for High-Capacity Cells​
The evolution of energy storage cells has been remarkable, progressing from 280Ah and 314Ah to the recent introduction of 500Ah, 600Ah, and even higher-capacity cells. During the standardization of the second-generation energy storage cells, Sungrow, in collaboration with upstream battery manufacturers, designated the 314Ah cell as the next-generation mainstream product, with an expected market penetration rate of over 70% in 2025. Now, the competition for the third-generation specialized energy storage cells is in full swing.​
In a matter of days, two industry giants, Sungrow and CATL, released significant products. Sungrow launched the industry's first mass-producible 684Ah laminated large cell and globally unveiled the PowerTitan3.0 AC intelligent energy storage platform. The Plus version's 30-foot single cabinet set a new record for the largest single-unit capacity in current energy storage systems at 12.5MWh. According to Sungrow's representatives, the choice of the 684Ah cell is the result of a comprehensive consideration of technological trends, customer needs, safety standards, and logistics requirements.​
CATL announced the production of its 587Ah cell using winding technology at its Jining, Shandong base in April this year. CATL stated that this cell reduces the total number of system components by 40% and cuts system integration costs by 15%. CATL's domestic energy storage solution head emphasized that energy storage cells are not “the larger, the better,” and the 587Ah cell represents the “golden balance” among legal regulations, station-wide matching, system integration, and electrochemistry.​
Beyond these two giants, numerous manufacturers, including Envision AESC, EVE Energy, Ruipu Lantern, Sunwoda, Grepow, CALB, and Trina Storage, have also introduced 500+Ah or higher-capacity cells, with continuous production announcements. For instance, EVE Energy announced the mass production of its 628Ah cell in the first quarter of this year, and Sunwoda, a supplier to Sungrow, has rolled out a 600+Ah cell.​
Diverse Technological Approaches​
In the competition for high-capacity cells, manufacturers have diverged in their manufacturing processes. The 280Ah and 314Ah cells traditionally relied on winding technology. As cell capacity increases, the lamination process is seen as crucial for high-capacity batteries. Sungrow's 684Ah cell adopted lamination, believing it has “greater performance potential than anticipated.” However, winding technology still dominates due to its maturity and cost advantages. CATL, leveraging its expertise in winding, adheres to this route for its 587Ah cell. Li Xing, CATL's chief energy storage cell engineer, noted that the 587Ah winding cell has a self-discharge failure rate “an order of magnitude lower” than laminated cells. Industry experts predict that the competition for the next-generation energy storage cell standard will persist, with market preference ultimately determining the winner.​
The Tug-of-War between Integrators and Cell Manufacturers​
The competition for next-generation energy storage cells primarily pits two camps against each other: energy storage system integrators led by Sungrow and leading cell manufacturers represented by CATL.​
As a global energy storage giant, Sungrow shipped over 10GWh of energy storage systems globally in 2024, ranking first among Chinese enterprises for nine consecutive years and leading globally in cumulative installations and orders. However, lacking in-house cell production, Sungrow sources cells from CATL, Samsung SDI, Grepow, Ruipu Lantern, and CALB, among others. Rumor has it that Sunwoda will supply the 684Ah cells for Sungrow's PowerTitan3.0 product.​
In terms of profit margins, energy storage cells generally yield lower margins than energy storage systems. In 2024, Sungrow's energy storage business boasted a 36.69% gross profit margin, compared to CATL's 26.84% for its cell-based energy storage business. This disparity drives cell manufacturers to expand into the energy storage system segment. CATL, EVE Energy, Envision Energy, Ruipu Lantern, CALB, and other companies have all introduced system solutions based on their high-capacity cells, aiming to define energy storage systems from the cell perspective.​
For example, Envision Energy's mass-produced 500+Ah cells are compatible with its 6+MWh energy storage systems, extending to 7MWh and 8MWh systems. Ruipu Lantern has achieved mass production of its 392Ah new-generation energy storage cells, with the matching 6.26MWh system set for full-scale production this year. It also has multiple 500+Ah cells in the pipeline, and its V-Charge 587Ah cell enables energy storage system capacity upgrades to 7+MWh. CATL has a more comprehensive layout in the energy storage system field, with its 587Ah large cell and 6MWh-class energy storage system, while its subsidiary Amperex New Energy has made continuous breakthroughs in the commercial and industrial energy storage sector. The newly established Pengcheng Wuxian in 2023 operates on a model where “Pengcheng Wuxian sells, and CATL provides after-sales service.”​
Outlook for Industry Development​
As the energy storage market continues to expand, technological innovation and market competition will intensify. The trend towards high-capacity cells will persist, and the competition among different technological routes will drive the industry to optimize product performance, reduce costs, and enhance safety. Meanwhile, the “tug-of-war” between integrators and cell manufacturers will foster greater cooperation and innovation, jointly propelling the healthy development of the energy storage industry. In the future, energy storage products will play an even more pivotal role in the global energy transition, providing robust support for achieving sustainable energy goals.

RELATED NEWS

Kenya photovoltaic power station project

The rooftop photovoltaic project for a factory in Nairobi, Kenya, which our company co-founded, has successfully completed installation and commissioning, marking a major breakthrough for our company in the African market and in overseas EPC projects. The photo shows Mr. ZHUANG, the project manager, taking a group photo on site.

New Energy Revolution: Driving Force for Sustainable Development

As global climate change and environmental issues become increasingly severe, humanity's desire for sustainable development is growing stronger. Against this backdrop, the new energy revolution is becoming a core driving force for global sustainable development.

The Advantages of Organic Food: Why It's Worth Your Attention

With the improvement of living standards, people are paying more and more attention to food safety and health issues. Organic food, as a food that emphasizes naturalness, environmental protection and health, has gradually attracted widespread attention from the public. So, what are the advantages of organic food that deserve our attention?

Environmentally friendly packaging: a new option for sustainable development

With global environmental issues becoming increasingly severe, sustainable development has become a core issue in today's society. As part of this, eco-friendly packaging is gaining increasing attention across all industries. It not only addresses environmental protection but also reflects a company's social responsibility and long-term development strategy.

Application and market prospects of high purity alumina

High-purity alumina is an important industrial raw material. With its unique physical and chemical properties, it is widely used in many fields. The following will explore the application of high-purity alumina and its prospects in the market.

Future Development Trends of Green Chemistry

Green chemistry is a discipline that studies how to effectively reduce or eliminate the environmental impacts of chemical processes. With the increasing severity of global environmental issues, the importance of green chemistry has become increasingly prominent, and its practice and application have attracted widespread attention.