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储能价格战已至“危险地步”!远景储能田庆军:评价体系、商业逻辑是破局关键
Xin Lang Cai Jing·2025-08-15 07:20

Core Insights - The energy storage industry is facing significant challenges due to a price war, with nearly one-third of system integrators selling below cost, raising concerns about sustainability and quality [1][3] - The ongoing price competition is detrimental to the industry's healthy development and poses risks to national interests, as it may lead to a loss of global competitive advantage for Chinese manufacturers [3][4] Industry Challenges - The rapid decline in transaction prices for energy storage systems is outpacing the decrease in costs, leading to a situation where companies are forced to sell at a loss [1] - The prevalence of low-cost bids is resulting in a "bad money driving out good," which threatens product quality and after-sales service [1][3] Risks of Low-Cost Bidding - Companies selling below cost may resort to substandard practices, such as not fulfilling contract specifications, using inferior materials, or providing poor quality and service post-delivery [1] - Continuous price competition could suppress R&D investments, allowing foreign competitors to gain an advantage [3] Recommendations for Industry Improvement - Establish a scientific industry evaluation system that assesses energy storage products based on standards rather than price, focusing on safety, reliability, and efficiency [3] - Encourage policy measures to create a healthy market environment, promoting mechanisms like capacity pricing and frequency regulation to foster competition based on quality [3][4] Future Outlook - The energy storage industry is expected to undergo accelerated consolidation over the next two to three years, shifting towards a more concentrated market structure [4]