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南华早报

香港大亨支持的初创企业押注新型电池,挑战储能巨头Hong Kong tycoon-backed start-up bets on new battery to challenge energy-storage giants

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由香港大亨李家杰家族办公室Full Vision Capital共同创办的初创公司EnerVenue,已开始生产一种新型电池,预计将挑战由中国内地企业主导的现有储能技术,此举正值全球对绿色能源的需求激增之际。

EnerVenue, a start-up co-founded by Full Vision Capital, the family office of Hong Kong tycoon Peter Lee Ka-kit, has begun manufacturing a new battery it expects to challenge existing energy-storage technologies dominated by mainland Chinese players, amid surging global demand for green energy.

这家总部位于加州的公司目前可在其位于中国东部江苏省常州市的工厂,每年生产250兆瓦时(MWh)的镍氢电池,并计划在2027年将产能提升至1吉瓦时(GWh)。

The California-based company can now produce 250 megawatt-hours (MWh) of nickel-hydrogen batteries annually at its factory in Changzhou, in eastern China’s Jiangsu province, and plans to raise capacity to one gigawatt-hour (GWh) in 2027.

“在储能这一细分领域,我们相信我们在关键指标上全方位极具竞争力,”首席执行官Henning Rath周五在接受《南华早报》采访时表示。

“In this [energy-storage] segment, we believe we are very competitive across the board on key metrics,” CEO Henning Rath told the South China Morning Post in an interview on Friday.

“谈到安全、可持续和长时储能,我认为这是我们想要深耕的市场细分领域。” EnerVenue在中国的工厂落成,是在该公司完成一轮3亿美元融资五个月后,该轮融资由包括Full Vision Capital在内的一众投资者支持。

“When it comes to safe, sustainable and long-duration energy storage, I think this is the market segment we want to play in.” The inauguration of EnerVenue’s plant in China comes five months after the company completed a US$300 million fundraising round backed by a clutch of investors including Full Vision Capital.

“这是首款表现得像基础设施而非贬值资产的同类电池,”Rath说。“它能在世界上最恶劣的环境中运行,且不存在热失控引发火灾的风险。我们在这里验证的技术,可以在任何地方复制建设。”

“It’s the first battery of its kind that acts like infrastructure rather than a degrading asset,” Rath said. “It can operate in the world’s harshest environments and has no risk of fire from thermal runaway. What we prove here, we can build anywhere.” EnerVenue’s nickel-hydrogen technology, which has been used for decades in aerospace applications, relies on aqueous metal cells and is set to compete with lithium iron phosphate (LFP) batteries, one of the most widely used chemistries in mass-market electric vehicles (EVs) and energy-storage systems (ESS).

EnerVenue的镍氢技术已在航空航天应用中使用数十年,依赖水系金属电池,将与磷酸铁锂(LFP)电池展开竞争,后者是大众市场电动汽车(EV)和储能系统(ESS)中应用最广泛的化学体系之一。

“It’s the first battery of its kind that acts like infrastructure rather than a degrading asset,” Rath said. “It can operate in the world’s harshest environments and has no risk of fire from thermal runaway. What we prove here, we can build anywhere.” EnerVenue’s nickel-hydrogen technology, which has been used for decades in aerospace applications, relies on aqueous metal cells and is set to compete with lithium iron phosphate (LFP) batteries, one of the most widely used chemistries in mass-market electric vehicles (EVs) and energy-storage systems (ESS).

Rath表示,该公司的镍氢电池可提供30,000次完整充放电循环,设计寿命达30年,使其在极端天气条件下具有韧性。

The company’s nickel-hydrogen batteries could deliver 30,000 full charge-discharge cycles and had a design lifespan of 30 years, making them resilient in extreme weather conditions, Rath said.

据分析师称,相比之下,普通LFP电池寿命为10至15年,充放电循环次数约为6,000次。

By comparison, an average LFP battery lasted 10 to 15 years and delivered about 6,000 charge-discharge cycles, according to analysts.

EnerVenue的电池还将与其他大规模储能技术竞争,包括钠硫电池、液流电池和抽水蓄能系统,后者通过在不同海拔的水库之间移动水来储存能量。

EnerVenue’s batteries will also compete with other grid-scale storage technologies, including sodium-sulphur batteries, flow batteries and pumped hydro systems, which store energy by moving water between reservoirs at different elevations.

公司表示,产量将在2028年提升至多吉瓦时(GWh)级别,且已从多家客户处获得多兆瓦时(MWh)级订单。

The company said production would rise to multi-GWh scale in 2028 and that it had already secured multi-MWh orders from several clients.

公司补充称,一个涉及26个能量棱柱容器、总容量为11兆瓦时的项目将部署在中国北方的一个油田。

One project involving 26 energy prism containers, with a combined capacity of 11 MWh, would be deployed at an oilfield in northern China, it added.

《时代》杂志将EnerVenue评为2025年美国十大绿色科技公司之一,该公司已开发出商业化镍氢电池技术的工艺,并降低了储能系统(ESS)技术的全生命周期成本。

Named by Time magazine as one of the top 10 US green technology companies in 2025, EnerVenue has developed processes to commercialise nickel-hydrogen battery technology and reduce the total life-cycle cost of ESS technology.

其潜在应用涵盖太阳能光伏项目、风电场、电动汽车充电基础设施和电网。常州工厂是EnerVenue首个生产水基镍氢电池的工厂。根据Rath的说法,公司计划在中东和美国等市场部署生产线。

Its potential applications span solar photovoltaic projects, wind farms, EV-charging infrastructure and power grids. The Changzhou facility is EnerVenue’s first plant producing the water-based nickel-hydrogen battery. The company planned to deploy production lines in markets like the Middle East and the US, according to Rath.

根据分析师的数据,中国主导全球储能电池行业,大陆企业占据超过80%的市场份额。

China dominates the global ESS battery industry, with mainland companies accounting for more than 80 per cent of the market, according to analysts.

据韩国SNE Research统计,2025年全球储能电池需求同比增长79%,达到550吉瓦时。

Global ESS battery demand rose 79 per cent year on year to 550GWh in 2025, according to Seoul-based SNE Research.