宁德时代曾毓群：储能产品寿命被“拍脑袋”标定，未来将出现大量“孤儿”电站

Core Insights - The energy storage industry is currently undergoing a critical transformation, facing five major challenges including safety issues and intense price competition [2][3] Group 1: Safety Concerns - As of May this year, there have been 167 recorded safety incidents in the global energy storage sector, raising significant concerns about the reliability of storage systems [2] - The Beijing Dahongmen storage accident has had a profound impact, threatening to undermine public trust and investment in the industry if further incidents occur [2] Group 2: Price Competition - Over the past three years, the price of energy storage systems has decreased by approximately 80%, with recent bids for certain projects falling below 0.4 yuan per watt, which is unsustainable and deviates from actual costs [2][3] - The price war has extended to international markets, leading to rapid erosion of profit margins for storage companies and creating a competitive environment that is detrimental to long-term sustainability [3] Group 3: Product Integrity - There are issues with inflated product specifications and false advertising, as some companies focus on marketing rather than genuine research and development [3] - Research indicates that some energy storage products have operational lifespans that are only 25% of what was promised, raising concerns about product reliability [3] Group 4: Technological Homogeneity - The industry is experiencing a trend of technological sameness, with many companies opting for shortcuts such as copying existing technologies instead of pursuing independent innovation [3] Group 5: Market Saturation - The number of registered energy storage companies has exceeded 300,000, leading to a chaotic market environment that is expected to result in significant industry consolidation and the exit of many firms [3] - This could lead to the emergence of "orphan" energy storage stations, where facilities remain operational despite the parent company going bankrupt, shifting maintenance responsibilities to society and the state [3]