对话大秦数能董秘刘鑫：新型储能破局在于服务与场景整合

Core Insights - The domestic energy storage industry has reached a new scale after nearly two years of rapid growth, but intense competition has permeated various segments of the new energy storage supply chain [1] - The introduction of new policies, such as the cancellation of mandatory energy storage requirements, is expected to intensify the reshuffling of the energy storage industry while also enhancing its market position [1][2] - The industry is shifting from price-driven competition to value-driven competition, emphasizing product differentiation, service quality, and innovative application scenarios [1][3] Industry Developments - The Ministry of Industry and Information Technology and other departments have implemented the "High-Quality Development Action Plan for New Energy Storage Manufacturing Industry" to optimize supply-demand relationships and expand application scenarios [1] - The decline in upstream raw material prices, such as lithium battery cells, has made the business model for commercial energy storage more viable, marking 2023 as the "Year of Commercial Energy Storage" [2] - The competition has evolved from price wars to a focus on delivery and service capabilities, as energy storage products require high-quality lifecycle management and maintenance services [2][3] Competitive Landscape - The next phase of reshuffling in the energy storage industry will be driven by comprehensive capabilities in products, services, and application scenarios [3] - Companies must avoid product homogeneity and focus on clear product positioning and customer targeting to create value through maintenance services [3][4] - The emergence of AI and other new technologies is expected to reshape the product ecosystem and enhance service value in the energy storage sector [3][4]