寧德時代(03750.HK):暫時無意進一步「做大」電芯
據《澎湃新聞》引述寧德時代(03750.HK)(300750.SZ)國內儲能解決方案CTO林久標表示,公司暫時無意於進一步「做大」電芯,未來方向是在相同殼體的基礎上對性能等方面持續優化升級。
寧德時代2025儲能587技術日宣布,量產交付下一代大容量儲能專用電芯587Ah電芯。報道引述業內普遍預計,500Ah+儲能大電芯將於今年下半年陸續量產,大容量已成為儲能電芯主流發展趨勢。
林久標指出,電芯是儲能系統的心臟,一款電芯的好壞直接決定系統的性能、安全和可靠性。從成本來看,電芯更是佔系統總成本的60%以上,而電芯的容量,並不是愈大愈好,而是剛剛好才最好。大電芯的發展,必須回歸「平衡之道」。平衡是從整站匹配、系統集成及電化學特性三個維度上去找到黃金平衡點。
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