新源智储董事长连湛伟：以技术创新与全链条服务破局储能竞争

Core Insights - The storage industry is undergoing significant transformation, with technological innovation and quality assurance being key to overcoming internal competition [1] - The company aims to transition from a single storage equipment supplier to a comprehensive service provider, focusing on cost reduction while maintaining product quality [2] Industry Trends - The storage industry in China is shifting from being policy-driven to market-driven, influenced by recent regulatory changes aimed at promoting high-quality development [4] - The company is increasing its market efforts in commercial storage, addressing high safety and operational cost challenges with differentiated products [4] Technological Innovations - The company has developed advanced products such as intelligent thermal management technology and the world's first supermolecular fully immersed commercial storage unit to address battery safety and longevity [3] - AI and big data are being integrated into storage products to enhance system safety, operational decision-making, and asset yield optimization [6][7] Market Applications - The company’s storage systems are applied across different sectors, including power generation, grid support, and user-side applications, each with distinct focus areas [2] - Recent deployments include 139 immersion products at communication base stations, providing emergency backup power and ensuring uninterrupted service during adverse weather conditions [5] Economic Viability - The integration of AI and big data is enhancing the economic feasibility of storage projects, achieving an 18.7% reduction in the levelized cost of electricity through comprehensive optimization across safety, operations, and trading [7]