In late November, the Ministry of Industry and Information Technology organized a manufacturing enterprise symposium for the power and energy storage battery industry. However, what sparked industry discussions was a picture taken at the scene. On the long table, a group of leaders in the lithium battery industry gathered together. Wang Pengcheng, the co-founder and president of Haichen Energy Storage, stood out particularly.
This group photo is not merely a seal of approval from the industry for the company's position in the gaming market; it also marks that this enterprise, with "energy storage dedicated battery cells" as its core technology, has officially entered the core ranks of the industry.
The "launch" of Haichen Energy Storage holds a milestone significance. Unlike most enterprises that have crossed over from the consumer lithium battery or power battery industries, Haichen Energy Storage was born with its own unique genes and some traffic secrets. Since its establishment in 2019, Haichen Energy Storage has firmly focused on the manufacturing of dedicated energy storage cells, refusing the compromising route of "adapting general cells to energy storage scenarios".
It is precisely this almost obsessive professionalism that enabled it to rise rapidly within just six years, establishing a full-stack self-developed capability from battery cells to system solutions, and achieving remarkable success. Today, this energy storage unicorn is also extending its lithium battery long-duration energy storage solutions to high-value scenarios such as AIDC, becoming an indispensable core force in the wave of the power revolution.
Position oneself in the long-term energy storage market with professionalism
The core issue of the current energy transition is quite straightforward: How can green electricity shift from being "dependent on the weather" to being "stable and reliable"?
The International Energy Agency (IEA) released the "Renewables 2025" report, stating that from now until 2030, global renewable energy installations are expected to double, increasing by 4,600 gigawatts (GW), with nearly 80% coming from solar photovoltaic. However, challenges such as grid integration, supply chain vulnerabilities, and financing are also increasing.
The contradiction between the large-scale abandonment of wind and solar power and the shortage of electricity in China is becoming increasingly prominent. Short-term energy storage of 2-4 hours is no longer sufficient to support the transition of new energy sources to "main energy sources". Long-term energy storage of more than 8 hours has become a necessary and rigid demand to solve the problem of volatility. The key to solving this issue lies in developing all-weather long-term energy storage that can span day and night and across different periods.
During the golden period of the power revolution, there was never a shortage of followers, but what was lacking was the leaders who dared to define the rules.
While the industry was engaged in a fierce "price war" in the 2-hour energy storage system market, Haichen had already made preparations in the field of lithium battery long-term energy storage. In 2022, it initiated a special research and development project for lithium battery long-term energy storage, becoming the earliest enterprise in the industry to "take the lead". Its core logic is simple and firm: long-term energy storage is not a "power bank" for temporary emergency use, but an "energy asset" that lasts for decades. It must rely on dedicated battery cells to balance capacity, lifespan, safety and cost.
Following this research and development logic, the world's first 8-hour long-duration energy storage dedicated cell ∞Cell 1300Ah 8h was born. Relying on the independently developed "super-thick electrode technology", it overcame three core difficulties: the tendency of the electrode sheet structure to crack, the slow speed of electron and ion transmission, and the difficulty of electrolyte infiltration. The single-cell capacity was increased by more than 4 times compared to mainstream products. This product was showcased at the 3rd Haichen Energy Storage Ecology Day on December 12th. As the core component of the world's first native 8-hour long-duration energy storage solution ∞Power⁸ 6.9MW/55.2MWh, it will achieve mass production and delivery in the fourth quarter of 2026.
More importantly, Haichen has established a complete battery cell matrix ranging from 587Ah, 1175Ah to 1300Ah, featuring high capacity, high safety and long lifespan. The first two models have achieved global large-scale commercial deliveries, and real-world projects have verified the feasibility of the technical route. Moreover, it has defined the dedicated standards for long-duration energy storage.
If long-term energy storage is the foundation of Haichen's strategy, then the breakthrough in the AIDC scenario represents the precise application of its professional capabilities.
As the demand for computing power in the future surges, the energy consumption of AIDC will increase sharply. However, there is a speed imbalance between the rapid iteration of computing power and the long-term construction of electricity; at the same time, if new computing power is powered by traditional energy, it will significantly increase carbon emissions, conflicting with carbon neutrality. Moreover, AIDC will bring new "impact-type" loads to the power grid, with frequent and intense power fluctuations of up to 70% within tens of milliseconds, which could seriously cause power grid collapse and, in turn, affect the continuity of data center operations. Traditional energy and short-term energy storage are both unable to cope with this, which precisely provides a practical solution for Haiden Energy Storage's specialized plan.
Haiden Energy Storage has globally launched the lithium-sodium collaborative AIDC all-time-long energy storage solution. Creatively, it combines "lithium battery backup power supply + high-rate sodium battery" to form an "ideal pair" of energy and power: The lithium battery meets the requirements for long-term stable power supply and green power proportion, while the high-rate sodium battery responds in milliseconds to smooth out load fluctuations. More importantly, this product significantly shortens the construction period of power infrastructure from the traditional 5-10 years to 1-2 years, fundamentally addressing the imbalance between the construction speed of computing power and electricity, and breaking the deadlock of "computing power lacking electricity".
Behind this lies an even larger market space. According to the statistics and predictions of GGII, the global data center power consumption is expected to reach 750 TWh in 2025, and will reach 1500 TWh by 2030. This means that in the next six years, the global data center's power demand will double. With the early release of exclusive solutions, the implementation of substantive project progress, and the technological differentiation of lithium-sodium synergy, Haiden Energy Storage is achieving a rapid positioning in this high value-added market segment.
Definition of scarce assets for future energy storage
The success of the AIDC scenario merely marks the beginning of its long-term energy storage technology's empowerment of various industries. From power generation bases with storage facilities to independent energy storage power stations, Haiden is extending its professional capabilities to more high-value scenarios. And underpinning all of this is Haiden's core logic of technology cost reduction, which does not rely on low-price competition but achieves technological premium through full-chain innovation.
In Haichen's innovation system, cost optimization runs through every step. At the battery cell level, through ultra-thick electrode technology and functional reconfiguration design, a dual breakthrough of "capacity increase + cost reduction" was achieved; at the integration level, the ∞Power⁸ 6.9MW/55.2MWh solution, through high-integration design, increased the integration degree by more than 10% and the integration efficiency by over 30%; at the thermal management level, the active balancing strategy adopted reduced the auxiliary power consumption by more than 30%, and it is expected to save over a million US dollars for a 1GWh long-term energy storage system.
This end-to-end technology cost reduction enables Haichen to maintain its competitiveness without having to engage in the low-price competition. What's more crucial is that Haichen can always be one step ahead. This "delivering a new generation of products, developing a new generation, and exploring a new generation" rhythm has enabled it to always lead the industry and become the standard-setter rather than a follower in the market.
It is worth noting that in the energy storage industry, safety has always been the core issue of concern for customers and the market. As the large-scale application of energy storage accelerates, safety is like a "Doomsday Sword" hanging over the owners, holding the fate of industrial development. In the future, long-duration energy storage, as the "heart" of energy infrastructure, its safety and reliability directly affect the stability of the new power system and the profits of the owners.
All along, Haichen has adhered to the concept of "safety as the bottom line" throughout the entire product lifecycle, thereby establishing a leading safety barrier in the industry.
In June 2025, the Haichen Energy Storage ∞Block 5MWh system underwent the world's first "door-opening extreme combustion test". Under extremely harsh conditions, its system-level safety capabilities were verified: the reliable results obtained from the test in an extreme scenario where the temperature reached 1372℃ and the combustion lasted for 15 hours, the door remained fully open, the adjacent spacing was only 15cm, and the active fire protection system was turned off. This test set a quantifiable safety benchmark for the industry and further promoted the upgrading of global energy storage safety standards.
Furthermore, as early as 2023, Haichen Energy Storage entered into a strategic partnership with Munich Re, the world's leading reinsurance company. They launched a 15-year full lifecycle insurance service for energy storage systems globally. This insurance covers core risks such as thermal runaway, fire, and performance degradation, and can be customized with a bankruptcy protection mechanism according to project requirements, providing customers with a full chain of security guarantees from technical verification to commercial implementation.
By combining the "limit verification" method with the innovative model of deep integration of financial tools, we not only reduce the investment risks for customers, but also use market-oriented means to push the industry to continuously upgrade its safety standards.
At present, Haichen Energy Storage has obtained several international mainstream certifications such as UL1973 (battery safety), UL9540A (thermal runaway spread assessment), and FDNY-certified TM-2.
As of August this year, Haichen Energy Storage has achieved a cumulative shipment volume of 100 GWh. It is expected to firmly rank among the top two globally in the first quarter of 2025. Moreover, its large-scale performance has verified the implementation capability of the solution, breaking away from the simplistic low-price competition and shifting the competitive dimension to defining the future.
This form of upgrading is primarily manifested in the strategic positioning.
Haiden's "All-Weather Green Electricity - 135 Lighthouse Project" is led by long-term energy storage and aims to "create a new world of all-weather green energy". Centering on three action directions - green computing, comprehensive energy storage, and green energy hubs - it initiates a five-year strategic cycle. The project strives to let the "lighthouse light" of long-term energy storage illuminate thousands of industries and promote green energy to benefit all humanity. This determination to engage in dialogue with the future enables it to break free from the quagmire of price wars and focus on long-term value creation.
The next step is the upgrading of the business model.
It is clear that the proposal of the "All-Weather Green Electricity - 135 Lighthouse Project" has transformed Haichen Energy Storage's identity from a "battery manufacturer" to a "system solution service provider". The all-inclusive services it offers have transformed one-time equipment sales into continuous asset services, significantly enhancing its potential in the capital market.
In fact, from an operational perspective, Haichen Energy Storage has reached a turning point of profitability. According to the data from Haichen Energy Storage's prospectus, the company's compound annual growth rate of shipments from 2022 to 2024 was 167%; in 2024, the company achieved its first positive net profit, with a significant improvement in profitability. As of November 2025, the cumulative total order volume exceeded 44.5 GWh, with long-duration energy storage projects accounting for as high as 70%, and it also received a 120 GWh long-term supply order from CSR Zhuzhou Research Institute, securing the basic growth foundation for the next five years.
In the future, large-scale delivery will further achieve scale effects, helping it gain advantages in supply chain bargaining and manufacturing cost control. As the proportion of high-margin overseas markets and high-pricing scenarios continues to increase, it will also provide the company with strong development resilience. The rapid growth of this rare target, which combines the "long-term energy storage + AIDC" dual concepts, is not only the direct realization of professionalism but also the continuous and firm injection of professional strength during the golden period of energy transition.
