天能股份(688819.SH):年底鋰電儲能電芯規劃產能15GWh 至2025年達到30GWh
格隆匯6月8日丨有投資者向天能股份(688819.SH)提問:請介紹一下公司儲能發展戰略規劃?
天能股份回覆:在公司新一輪戰略升級規劃中,儲能被立為核心戰略之一。我們將構建“鉛鋰氫鈉”多技術路線並舉的儲能系統,推動電網側、發電側、工商用户側、備儲一體等重點場景佈局,致力成為領先的儲能綜合解決方案服務商。
市場方面:天能加強開放融合,與國網、國電投、華能等行業頂尖企業開展戰略合作,特別是,與國電投、太湖能谷合作的“和平共儲”等一批儲能示範項目已落地實施。發揮與帥福得合作優勢,進軍高端鋰電儲能領域。同時,在越南、印度等海外國家和地區構建全球產業生態鏈,打造成為公司第二增長曲線。
產能方面:今年年底,我們鋰電儲能電芯規劃產能15GWh,至2025年達到30GWh;鉛炭電芯2025年的規劃產能約30GWh,同時,會根據市場需求將進一步動態擴大產能規模。
技術方面:天能會進一步加大在儲能電池循環壽命、製造和運營成本,及安全性能等方面的研發力度。基於液冷技術,天能開發了主要聚焦於儲能、船舶等領域的280Ah大電芯系列等。同時,深度挖掘儲能場景應用的潛能,推進系統集成與“3S”建設,提升公司儲能產品競爭力。
我們將以標杆項目為示範,戰略合作為契機,為客户提供滿意的儲能系統解決方案和產品,打造新的示範項目。預計今年天能的儲能業務板塊將呈現明顯增長的趨勢,我們對此充滿信心!
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