鹏辉能源甄少强：储能行业步入调整期，正从最初的“跑马圈地”转向精耕细作

Core Insights - The storage industry is experiencing a "sweet trouble" with surging demand but also entering a period of pain and adjustment, characterized by price volatility and intensified competition [2][7] - The current cycle in the storage industry signifies a transition from chaotic growth to a more mature and stable phase, requiring a focus on high-quality development rather than just capacity expansion [7][10] Industry Trends - The global storage market is projected to be worth trillions, driven by carbon neutrality goals and the need for new energy systems, with companies like Penghui Energy operating at full capacity [7] - The industry is shifting from a "land grab" mentality to a focus on high-quality development, emphasizing the importance of navigating through the current cycle [7][10] Strategic Recommendations - Companies should prioritize technology, moving from "cost per kWh" to "lifecycle value," ensuring products are longer-lasting and more efficient [4][8] - A focus on tailored solutions for diverse scenarios is essential, as the storage market is highly fragmented [4][8] - Collaboration with ecosystem partners is crucial for innovation and shared benefits, transforming storage from a capital-intensive sector to an open platform for participation [4][8] Global Expansion - The storage industry in China is not just for domestic markets but is increasingly looking to global opportunities, requiring a strategic shift from simple product exports to establishing a local presence [9] - Companies must develop resilient and green supply chains to navigate global trade dynamics, integrating ESG and carbon footprint management into every aspect of operations [9] - True globalization involves building partnerships with local entities to create a responsible and trustworthy presence in international markets [9]