动储市场进入结构性分化阶段，企业如何战略布局未来

Core Insights - The 12th China (Suzhou) Battery New Energy Industry International Summit Forum (ABEC) was held from November 11 to 13, focusing on the evolving dynamics of the power battery and energy storage markets, with discussions on ecosystem reconstruction among leading enterprises [1] Industry Trends - Since 2025, there has been a noticeable structural differentiation in the demand for power batteries and energy storage batteries, characterized by growth drivers, technological pathways, and market structures [4] - In the power battery market, lithium iron phosphate (LFP) and ternary lithium batteries have emerged as the two main competitive technologies, with LFP batteries surpassing 80% market share this year [4] - The energy storage market is experiencing rapid growth driven by policy support and global energy transition needs, with significant demand increases in domestic and international markets [4] Competitive Landscape - The competition in the battery industry is evolving, with a focus on how to reconstruct the industrial ecosystem [5] - Experts believe that solid-state batteries are gradually becoming the core technology for the next generation of power batteries, although challenges remain in terms of cost and technology [7] - Companies are advised to maintain a strong foundation in liquid batteries while pursuing advancements in semi-solid and solid-state battery technologies [8][10] Safety and Innovation - The demand for high safety in lithium-ion batteries remains a constant across various applications, including electric vehicles and energy storage [10] - The introduction of AI in energy storage systems is seen as a way to enhance proactive safety management, addressing the limitations of traditional battery management systems [12] New Energy System Challenges - The transition to a new energy system in China is facing challenges such as insufficient inertia support, voltage support, and frequency support [13] - Grid-forming energy storage technology is emerging as a key solution to these challenges, providing necessary support for grid stability [14]