透过SNEC，能源行业有哪些新变化？

Core Insights - The 2025 SNEC Photovoltaic Exhibition highlights the shift towards refined and high-quality development in the photovoltaic industry, driven by changes in supply and demand, policy, and technology [1] Group 1: Trends in the Industry - The integration of solar and energy storage has become a mainstream trend, with companies showcasing products that combine these technologies, such as the all-in-one solutions presented by companies like Chint and Dongfang Risheng [3] - The rise of renewable energy sources like solar and wind has led to challenges in maintaining the stability of power systems, necessitating the restructuring of electricity systems [4] - The Chinese government has initiated pilot projects focusing on new power system construction, emphasizing technologies closely related to energy storage applications [4] Group 2: Transformation of Energy Operators - Energy operators are transitioning from traditional fixed-price models to becoming comprehensive energy service providers, driven by market reforms [7] - This transformation includes offering value-added services and actively participating in electricity trading and auxiliary services, such as virtual power plants and smart microgrids [8][9] Group 3: ESG Integration - ESG (Environmental, Social, and Governance) principles are increasingly central to discussions at the SNEC, with a focus on integrating sustainability into core business operations [10] - Regulatory pressures are rising for companies to disclose ESG information, impacting financing costs and investment decisions [10][11] - Companies like Chint are actively implementing ESG strategies, showcasing their commitment to sustainable development through various projects [11] Group 4: New Paradigm in the Industry - The trends of solar-storage integration, the transformation of operators into service providers, and the emphasis on ESG are interlinked, forming a new paradigm for the future of the renewable energy industry [12] - The industry is moving away from rapid expansion towards a phase driven by technological innovation, user value, and sustainable development principles [12]