派能科技彭宽宽：以技术壁垒与全球化布局竞逐储能高质量发展赛道

Core Insights - The energy storage industry in China is experiencing explosive growth driven by the "dual carbon" goals, leading to a rapid restructuring of the competitive landscape [1] - Companies must build core competencies by maintaining strategic focus, strengthening technological barriers, and developing full-cycle service capabilities to lead high-quality industry development [1] Company Overview - Pylon Technologies has invested over 300 million yuan in R&D for three consecutive years and has established a cross-disciplinary team of over 700 people, achieving full-stack technical coverage from core materials to system integration and energy management systems [2] - The company has shipped over 2 million units globally, with project experience across various scenarios including source, grid, load, and isolated networks [2] Market Trends - The energy storage industry is transitioning from equipment supply to comprehensive services as the electricity market reform deepens [2] - The "new energy + energy storage" model is accelerating the replacement of traditional power sources, with the cost of solar plus storage approaching or even lower than coal power [5] - A third-party forecast predicts that the energy storage industry will maintain a high growth rate of 50% by 2025, shifting from price competition to value creation [5] Strategic Initiatives - Pylon Technologies is focusing on enhancing its full-cycle delivery capabilities, emphasizing value-added services in electricity trading [2] - The company has established a localized network with manufacturing bases in Yangzhou and Hefei, and branches in eight countries, covering over 90 countries and regions [2][4] - The Italian factory, set to be operational in 2024, will serve as a strategic hub to respond to European market demands [4] Industry Challenges - The current proportion of renewable energy generation is still below the required 70% for achieving a "main position" in the new power system, necessitating improvements in system regulation capabilities through energy storage [5] - Companies in the energy storage sector must balance short-term goals of cost optimization and scale application with long-term technological innovation to support high proportions of renewable energy consumption [5]