智通财经网·2025-07-02 09:41Group 1 - The role of industrial and commercial energy storage (ICS) as a flexible resource in the electricity market is increasingly prominent, with mature electricity markets in Europe and the US providing a clear profit model for ICS [1][2] - The economic viability of ICS has reached a turning point due to declining industry chain prices, targeted policy support, and the widespread adoption of dynamic electricity pricing, leading to an expected surge in demand [1][3] - The current installed capacity of ICS in Europe is significantly lower than that of household storage, with only 1.6 GWh compared to 33 GWh for household storage as of the end of 2024 [3] Group 2 - The profitability model for ICS in mature electricity markets has become well-established, providing sufficient revenue sources for industrial and commercial energy storage systems [2] - The expected increase in installed capacity for ICS in Europe is projected to reach 1.3 GWh by 2025, representing a substantial year-on-year growth of 87% [3] - Domestic companies have launched integrated solutions that offer higher energy density, faster deployment, and enhanced safety, positioning them to benefit significantly from the growing market demand [1][4]