近三成系统集成商低于成本价销售 储能行业亟待反内卷落地

Core Viewpoint - The energy storage industry is facing significant challenges due to irrational price competition, leading to systemic risks and a decline in product quality and safety [1][2]. Group 1: Industry Challenges - The Energy Storage Alliance (EESA) has highlighted the emergence of pricing below reasonable costs, excessive commitments not aligned with actual capabilities, and misleading advertising practices within the energy storage sector [1]. - Data from the National Energy Administration indicates that by mid-2025, the installed capacity of new energy storage in China is expected to reach 94.91 million kilowatts (222 million kilowatt-hours), representing a growth of approximately 29% compared to the end of 2024 [1]. - The price of lithium battery storage systems has plummeted nearly 80% over the past three years, resulting in a situation where revenue growth does not translate into profit for storage companies [1]. Group 2: Industry Responses - The president of Envision Energy, Tian Qingjun, noted that nearly one-third of system integrators are selling below cost, with prices dropping significantly since the second half of 2022, leading to widespread losses across the industry [2]. - Recommendations include leading by example to resist bidding below cost, establishing enforceable self-regulatory mechanisms, and reforming the bidding evaluation process to emphasize technical capabilities over price [2]. - The energy storage industry is encouraged to learn from the wind power sector, which has successfully stabilized prices and improved profit margins through collective self-regulation [2]. Group 3: Proposed Solutions - The EESA has proposed three solutions to address the issues of low-price competition and unhealthy development: 1. Improve the management mechanisms for exhibitions and industry information dissemination, exploring price rationality and technical capability review systems [3]. 2. Promote the establishment of industry self-regulatory agreements to clearly oppose false advertising, concept switching, and malicious low pricing [3]. 3. Retain the right to take necessary restrictive measures against behaviors that severely disrupt market order [3].