迎接电力新周期，光储融合生态构建需规则、技术与场景协同

Core Viewpoint - The power industry is undergoing a profound transformation from scale expansion to high-quality development, with the integration of photovoltaic (PV) and energy storage becoming a necessity rather than an option [1][3]. Industry Trends - The "14th Five-Year Plan" period marks the end of subsidy-dependent growth in the PV and energy storage sector, transitioning to a market-driven high-quality development phase [3]. - Industry competition has shifted from mere scale to a comprehensive evaluation of technology, application scenarios, and service capabilities [3]. - The urgency of restructuring market rules is emphasized, as it significantly impacts production costs and the healthy development of the industry [3]. Technological Innovations - New energy storage technologies, particularly grid-connected storage, are transitioning from policy-driven mandates to independent market operations, with high quality, safety, and economic efficiency as core requirements [3][4]. - Companies are focusing on technological innovations such as the integration of AI and advanced materials to enhance energy efficiency and reduce costs [11][12]. Application Scenarios - The integration of PV and energy storage is expanding from traditional power plants to diverse fields, necessitating a shift from single-device supply to system-level collaborative solutions [7]. - Key application scenarios identified include green electricity substitution for high-energy-consuming enterprises, optimization of renewable energy transmission channels, and support for green computing centers [7][8]. Safety and Risk Management - Safety is highlighted as a fundamental aspect of high-quality energy storage development, with proactive monitoring and risk management systems being implemented to ensure operational safety [5][6]. - The focus is on transitioning from passive responses to active prevention of safety risks through advanced monitoring technologies [5]. Ecosystem Collaboration - The industry is moving towards a collaborative ecosystem that bridges laboratory innovations with industrial applications, aiming to unlock economic, social, and ecological value [10]. - Companies are investing in R&D and forming alliances to promote the large-scale application of advanced technologies, ensuring a balance between technological leadership and industrial feasibility [10][11]. Market Dynamics - The market is witnessing a shift from price competition to value competition, driven by technological advancements and the need for sustainable practices [10][12]. - The establishment of virtual power plants and the integration of distributed energy resources are becoming popular directions in the industry [8].