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华夏金租工商业储能生态伙伴大会

分布式光储发展论坛

第二届绿氢产业创新发展大会

王老师18911725159

文丨北极星储能网

作者丨攸宜

在储能行业蓬勃发展的当下,电芯技术的每一次革新都牵动着市场的神经。宁德时代作为行业领军者,在第十三届储能国际峰会暨展览会(ESIE2025)上,其集成于新型储能系统“天恒”的587Ah大容量电芯一经展出,便备受瞩目。近日,宁德时代国内储能解决方案CTO林久标就相关问题进行了深入解读,为北极星揭示了这款电芯背后的技术逻辑与行业趋势。

综合考量锚定587Ah尺寸规格

2024年4月9日,宁德时代发布全球首款6MWh+大容量储能系统——天恒。天恒储能系统集“高安全,长寿命、高可靠、高能效、大容量”于一体,为行业规模化发展树立新标杆。最新披露的2025年一季报显示,宁德时代2025年一季度电池总销量超120GWh,同比增长30%,其中储能占比达20%,这一系列亮眼数据背后,是宁德时代对技术创新与市场需求的精准把握,也是天恒储能系统等明星产品持续发力的结果。

目前,储能市场的电芯呈现多样化态势,500Ah+、600Ah+甚至1000Ah+,这给储能电站的建设者带来了丰富的选择空间,但同时也增加了决策的复杂性。如何在众多电芯规格中做出最优选择,成为储能行业面临的关键问题之一。

宁德时代作为行业的开拓者与引领者,凭借深厚的技术积累和敏锐的市场洞察力,基于其天恒系统在行业中率先提出“587Ah”容量概念。

这一创新性的容量设计,并非简单的数字突破,而是宁德时代研发团队经过无数次的实验、模拟和优化后的智慧结晶。林久标表示,在储能电站的建设中,电芯规格的选择并非孤立决策,而是需要综合考虑整站配置与空间利用等多方面因素。目前,国内储能电站多以100、200、400MWh等规模配置为主,且国标趋势提出安全分区要求,每50MWh为一个分区。基于这样的配置现状,以50MWh为考量基准,6.25MWh八台天恒电池舱的组合恰好能够满足需求。

从电芯设计维度来看,集装箱空间的有效利用是重要考量因素。宁德时代的电池以主流的20尺集装箱为设计基础,同时,结合PCS主流的1500伏电压以及主流功率段,经过精密计算与分析,最终确定了587Ah电芯的尺寸规格。

定义一个电芯尺寸最重要的是考虑电芯本身的电化学特性及大规模生产制造能力,电化学特性需要考虑比如:最佳内阻宽度、最大的浸润高度、化学体系能量密度等;大规模生产制造要考虑拉线的能力、生产效率、优率等。

寻求最优解大电芯的平衡之道

今年以来,大电芯、大容量的趋势在储能行业持续蔓延,500Ah+、600Ah+甚至1000Ah+相继问世。盲目追求大容量而忽视储能电芯的安全、可靠性和寿命,无疑是舍本逐末之举。在林久标看来,大电芯在安全、寿命及工艺控制方面提出了更高要求,做好大电芯需要深厚的技术积累。储能电芯并非越大越好,未来的研发方向将更加注重“平衡之道”,即在技术边界、能量密度与系统集成之间寻找最优解。

而587Ah电芯得益于“高安全、长寿命、高可靠、高能效、高集成”五大核心优势,也成为当前新一代储能系统的典范之选。

高安全:安全是储能系统的生命线,任何安全事故都可能带来巨大的损失。电芯容量增大,所含能量随之提升,热失控时产热量和产气量增加,热量积累也更为显著,这给单电芯及系统安全设计带来了极大挑战。宁德时代以安全为产品的生命线,从材料、制造、系统等多个维度提升587Ah电芯安全性能,确保电池的本征安全。该款电芯不仅在电芯能量密度上做到了行业最高的430Wh/L,安全性能更是优于小电芯。通过引入如安全电解液技术和高耐热膜技术等一系列核心科技,做到过充、热失控、针刺不起火爆炸,且已通过GB/T36276和GB44240测试。目前,在材料和结构层面的双重加持下,587Ah电芯的热稳定性提升20%,热失控产热降低10%,消除行业对大容量电芯的安全疑虑。

长寿命:电芯尺寸变大后,内部的电化学特性并非简单的物理放大。电、热、力分布的均匀性对电芯寿命至关重要。宁德时代通过长寿命缓衰减技术的引入,实现一次投资,更长寿命,更多收益。587Ah电芯从长、宽、高的维度综合考虑电池的电化学特性确保全生命周期内电子和离子的通路稳定,使得该电芯的20年寿命可靠充放电能力较上一代产品提升了20%。引入的仿生SEI膜技术可降低活性锂的消耗,实现长寿命和缓衰减,保证全寿命周期的可吞吐电量较上一代提升48%,提升IRR2%-3%。

高可靠:与此同时,电芯尺寸的增大,对生产的一致性和质量管控提出了更为严苛的要求,如何高效稳定地生产制造大电芯成为厂家面临的一大难题。宁德时代的587Ah电芯全部在最新也是全球最先进的产线上生产,凭借其极限智造能力,将单体缺陷率等级从PPM降低为PPB水平,为产品的品质提供了坚实保障。

高能效:能效的差异体现在每一次充放电,关乎着业主的每一分收益,基于宁德时代材料体系的强大研发能力,587Ah电芯突破化学和物理层面的限制,通过在新材料、电解液、极片的技术创新的,在电芯容量做大的同时,全生命周期能效显著优于上一代产品,实现能效长时间维持在95%以上,同时改进热管理技术,使整站效率进一步提升1%~2%。

高集成:目前单个GWh储能电站,以现有方案,仅电芯即达百万颗,未来随着储能电站规模不断扩大,电芯的监控管理及一致性要求迎来更大挑战。依托于587Ah磷酸铁锂储能电池的超高能量密度430Wh/L电池容量提升和集成技术的优化,整站电池数量大幅减少,一致性管理更简单,集成度更高,设备数量减少20%,占地面积、建设工程量和运维难度均得到显著优化。

从280Ah到314Ah,再到如今的587Ah的技术演进,宁德时代始终把握着“性能边界”与“商业价值”的黄金平衡点,每一代产品都凭借卓越的设计、性能、制造品质以及快速交付能力,成为市场的主流代表。可以说,并非宁德时代主动选择了587Ah电芯,而是其凭借深厚的技术实力与创新精神,将这一规格电芯推向市场并引领行业发展潮流。

宁德时代正将其技术优势转化为产业生态构建能力。587Ah电芯的诞生不仅是一次产品迭代,更预示着储能行业将从规格竞赛转向全价值链优化阶段。

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