2 1 Shi Ji Jing Ji Bao Dao·2025-11-25 04:13Core Insights - The power industry is undergoing a profound transformation from scale expansion to high-quality development, with photovoltaic (PV) and energy storage as core pillars of the new power system [1] - The integration of PV and energy storage has shifted from an optional choice to a mandatory requirement, emphasizing the need for a robust ecosystem [1] Industry Transition - 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 [2] - Industry competition has evolved from mere scale to a comprehensive assessment of technology, application scenarios, and service capabilities [2] - The urgency of restructuring market rules is highlighted, as it significantly impacts production costs and the healthy development of the industry [2] Technological Innovation - New energy storage, particularly grid-forming storage, is becoming essential for integrating renewable energy, with a shift from policy-driven to market-driven operations [2] - Safety is emphasized as a fundamental requirement for energy storage's participation in market transactions, with proactive monitoring systems being developed to enhance safety [3] - The focus on scenario innovation is crucial, with policies mandating that new renewable energy projects must have supporting scenarios [3] Market Strategies - Companies are adopting strategies focused on high-quality orders, particularly in overseas markets, to achieve mutual benefits through product upgrades and service optimization [4] - The integration of PV manufacturing and energy storage technologies is seen as a natural synergy, enhancing cost efficiency and reliability [8] Ecosystem Development - The industry is moving towards a collaborative ecosystem that bridges laboratory innovations to industrial applications, unlocking economic, social, and ecological value [9] - Continuous R&D investment is identified as a key driver for companies to maintain technological leadership and ensure the feasibility of industrial applications [9] - The establishment of collaborative initiatives, such as the "700W+ Photovoltaic Open Innovation Ecosystem Alliance," is crucial for scaling high-efficiency technologies [11] Future Directions - The focus on high-end, intelligent, and green production is seen as essential for industry upgrades, with AI technology expected to enhance manufacturing and operational efficiency [11] - The challenge of industrializing advanced technologies, such as solid-state and lithium-sulfur batteries, is acknowledged, with partnerships for pilot testing being a potential solution [12]