11月26日，亿纬锂能（300014）战略MKT部总经理叶婉柔受邀出席BNEF上海峰会焦点论坛《储能-从政策红利到市场驱动的跃迁》，以行业前瞻判断与企业实践为锚点，展现亿纬锂能作为行业领军企业的技术实力与全球战略视野。

　　技术领先：大电芯技术驱动产业降本增效

　　在全球储能市场规模持续扩大的背景下，亿纬锂能凭借前瞻性的技术布局率先破局。叶婉柔指出，储能大电池技术已成为推动行业降本的关键路径。

　　公司重点布局的628Ah储能大电池Mr.Big，通过极简集成设计实现系统性突破：系统配件数量减少50%，安装工程量降低50%，全生命周期运维成本下降30%。这一创新成果已在国内400MWh储能电站实现应用，并成功发往澳大利亚、欧洲等市场，进入规模化应用新阶段。

　　在制造端，亿纬锂能荆门60GWh超级工厂通过全流程自动化生产，显著优化单位制造成本。叶婉柔强调，公司以叠片工艺等先进生产技术保障产品安全性与一致性，为大规模量产提供有力支撑。

　　凭借领先的技术实力与成熟的商业应用，亿纬锂能全场景赋能拓展储能系统，推出“五年零衰减”长循环储能系统和836kWh分体式模块柜、6.9MWh更大容量储能系统，以储能大电池场景化应用彰显深度布局。

　　全球布局：构建覆盖国际市场的产能网络

　　全球化是亿纬锂能应对市场变化的战略王牌。叶婉柔明确，海外储能需求占比近60%，出海是中国企业的必然选择。基于对不同区域产业特性的深刻理解，公司构建起“全球制造、全球合作、全球服务”的完整体系。

　　公司正在加快推进全球产能布局，马来西亚生产基地将于2026年投产，匈牙利生产基地计划于2027年建成。这一布局既充分发挥了东南亚地区的成本优势，又精准对接欧洲市场的需求特点，展现出亿纬锂能对全球市场的深刻理解。

　　目前，亿纬锂能已完成在北美、欧洲、亚太等重点市场的产品认证与渠道建设，通过本地化战略布局，为全球客户提供更高效、更优质的产品和服务，持续提升国际市场竞争力。

　　未来视野：锚定新兴市场与技术趋势

　　展望2026年，叶婉柔给出清晰预判：亚非拉等新兴市场将成为行业增长的重要动力，500+Ah电芯应用比例将大幅提升。亿纬锂能将依托标普全球Tier1认证的系统集成能力、多元化的技术储备和完善的全球产能布局，打出应对市场变化的“组合拳”。

　　从政策红利到市场驱动，储能行业正在经历深刻变革。亿纬锂能将继续秉持技术创新理念，深化全球战略布局，以领先的技术实力和卓越的产品品质，为推动全球能源转型贡献力量，与合作伙伴共同开创储能产业的美好未来。

　　 At the recent BNEF Summit in Shanghai,Wendy Yip,General Manager of Strategic Marketing at EVE Energy,shared insights on the energy storage industry's transition from policy-driven growth to a market-oriented phase,showcasing the company's technological capabilities and international vision.

　　 Technology Leadership:Large-Cell Solutions Driving Cost Reduction and Efficiency Amid the expanding global energy storage market,EVE Energy has pioneered advanced large-cell technology.Wendy Yip emphasized that large-format batteries are key to reducing industry costs.

　　 The company's628Ah"Mr.Big"battery achieves systematic breakthroughs through integrated design:reducing system components by50%,installation workload by50%,and full lifecycle operation and maintenance costs by30%.This innovation has been deployed in a400MWh domestic energy storage station and exported to markets such as Australia and Europe,entering large-scale application.

　　 At EVE Energy's Jingmen60GWh super factory,fully automated production significantly lowers unit manufacturing costs.Advanced processes like stacking ensure product safety and consistency,supporting mass production.

　　 The company has launched scenario-specific solutions,including a"zero degradation over five years"long-cycle storage system,836kWh modular cabinets,and6.9MWh containerized systems,demonstrating comprehensive application capabilities.

　　 Global Capacity Network Supports International Expansion With overseas markets representing nearly60%of storage demand,Wendy Yip affirmed that global expansion is essential for Chinese manufacturers.EVE Energy is implementing a strategy of"global manufacturing,collaboration,and service,"with its Malaysia base scheduled to begin operations in2026and its Hungary facility slated for completion in2027.This approach leverages regional advantages while meeting specific market requirements.

　　 Having established product certifications and channels in North America,Europe,and the Asia-Pacific region,EVE Energy enhances its international competitiveness through localized operations.

　　 Focusing on Emerging Markets and Technology Trends Wendy Yip projected that emerging markets in Asia,Africa,and Latin America will drive industry growth by2026,with cells exceeding500Ah gaining significant market share.Leveraging S&P Global Tier1certification,diversified technology reserves,and global manufacturing capabilities,EVE Energy is well-positioned to respond effectively to market evolution.

　　 As energy storage transitions from policy support to market-driven growth,EVE Energy continues to advance technological innovation and its global strategy,contributing to worldwide energy transformation alongside its partners.