工商业储能谁能破局？远景孙捷：除了硬件，还要“服软”

Core Viewpoint - The introduction of Document No. 136 and adjustments in electricity pricing policies across various provinces have created uncertainty in the domestic commercial and industrial energy storage market, indicating a critical point for the reconstruction of business models [1] Industry Competition Landscape - The competition in hardware will continue, but there is a growing emphasis on the importance of software and services, as highlighted by the Chief Sustainability Officer of Envision Technology Group, Sun Jie [1] - Future commercial energy storage may see higher energy density and larger battery cells, similar to trends observed in the wind and solar industries [1] - The integration of hardware and software is essential for maximizing value output in commercial energy storage products [1] New Business Models and Solutions - Envision has launched the "Envision Formula" for commercial energy storage, which utilizes technologies like microgrid collaborative control, dynamic demand optimization, AI load forecasting, and AI electricity trading to help clients achieve certainty [1] - The formula for evaluating energy storage performance includes multiple factors such as energy value, conversion efficiency, state of health (SOH), availability, confidence level, and safety coefficients, aiming to maximize investment returns [2] Market Dynamics and Challenges - Recent adjustments in electricity pricing in provinces like Jiangsu, Guangdong, and Shandong have significantly reduced the arbitrage opportunities for energy storage, leading to industry turmoil [2] - Envision emphasizes the need for integrated system-level solutions that address customer pain points and value output scenarios, combining hardware and software [2] Partnering and Collaboration - Envision has introduced the "Yiqi Storage" partner selection plan, aiming to support willing and capable partners in developing energy storage projects, with nearly a hundred channel partners signed in various regions [3] Industry Outlook - The energy storage industry is expected to see a rise in specialized service providers, as operational efficiency is crucial for maximizing the value of energy storage systems [4] - The industry is currently undergoing a rapid reshuffle, with approximately 290,000 small and medium-sized enterprises involved in commercial energy storage, and a significant number of these companies established in the last three years [4] Future Trends - Sun Jie predicts that the number of companies in the energy storage sector will decrease, as firms must possess both software and hardware capabilities to succeed [5] - Envision is well-positioned in the market with its own battery cells and fully self-developed PCS, BMS, and EMS, aiming to leverage its advantages in the commercial energy storage sector [5]