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{3f15726c-52ed-4fa6-920b-acde36ca90f1}_Yi_Peng_Cornex_0900.pdf

上传人: 五**** 编号:1209544 2026-04-21 13页 2.95MB

1、London l 2026/2/242026 marks the dawn of the Decade of Delivery.We are moving beyond the era of simple storage into an age ofsystemic resilience.As global grids grapple with structural scarcity and regulation constraints,our mission is nolonger just to build batteries,but to architect the resilient

2、backbone of a zero-carbon civilization.1.Strong Demand&Supply Gap3.Land Availability&Nosie Control2.Long Duration Energy Storage Trend4.Maintenance Cost SurgeBy the end of 2025,According to our internal database and Solar EU,BESS demand of EU in 2025 exceeded 86GWh,Installation Capacity exceeded 29.

3、7GWh.Cornex already have 110GWh Production Capacity and 450GWh Production Capacity is Under Construction.0100200300400500600700800900202420252026YearGlobal ES Battery Demand VS Production InstallationCell DemandProduction Capacity020406080100120140160202420252026YearEuropean Energy Storage Demand Pr

4、ojection(20242026)Residential(GWh)C&I(GWhl)Utility-Scale(GWh)-Strategic Shift in BESS Operations:From Peaking to FirmingSource:Bloomberg NEF LDES ReportLonger Durations:According to Bloomberg NEF,Market shifting from short-term peak-shaving to long-duration grid firming.UKs LDES Cap&Floor mechanism

5、and Italys MACSE program,both favoring longer durations.2025:4.0h|2030:6.4h|2050:9.4h(Avg.Discharge Duration)024681012142020202520302035204020452050YearGlobal BESS Project Average Duration TimeBrazilChinaGermanyIberiaItalyJapanUSGlobal-Location Shift:Closer to ResidentialPrime grid connection points

6、 near 330kV/132kV substations are nearly exhausted.Simultaneously,European regulations(like the EU Battery Regulation)and local planning authorities have tightened noise pollutionlimits.-Preference Shift:Higher Energy Density Lower NoisePlanning permission is no longer just about grid;its about Ener

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1. **市场趋势**:2026年进入"交付十年",BESS需求激增,欧盟2025年需求超86GWh,Cornex产能达110GWh(在建450GWh)。 2. **技术方向**:长时储能(LDES)成主流,平均放电时长从2025年4h升至2050年9.4h;String PCS因降本(运维成本降60%)成未来趋势。 3. **挑战与对策**:土地/噪音限制趋严,Cornex推出M6集装箱(降噪3-5dB、占地减少25%)及液冷技术,适配近 residential 项目。 4. **产能布局**:四大生产基地(武汉/孝感/宜昌/襄阳),规划2027年达500GWh,产品PF288-588A能量密度≥417Wh/L。
**储能需求激增?** (针对全球及欧洲储能市场的高需求与供应缺口,吸引关注行业动态的受众) **长时储能趋势?** (聚焦从短时削峰到长时储能的战略转变,吸引对技术趋势感兴趣的投资者或从业者) **噪音与成本难题?** (结合土地限制、噪音控制及维护成本问题,吸引关注项目落地与运营效率的受众)
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