宁德时代副总裁孟祥峰：出海企业不要把内卷带到国外

Core Insights - The global energy storage industry is experiencing explosive growth driven by both supply and demand factors, with renewable energy's increasing share and advancements in lithium battery storage technology being key contributors [2][7] - The economic viability of lithium battery storage has reached levels comparable to pumped hydro storage, making it an attractive investment opportunity [2][7] - The long-term growth potential of the energy storage market is significant, with ongoing technological iterations expected to enhance lifecycle advantages [2][7] Supply and Demand Dynamics - Demand for energy storage is rising due to the increasing reliance on renewable energy sources, necessitating more flexible and responsive storage solutions [2][7] - On the supply side, lithium battery storage technology is improving, offering advantages such as flexibility in deployment and rapid response capabilities [2][7] Pricing Mechanism - The current reliance on policy subsidies for energy storage pricing is unsustainable; a market-based pricing mechanism is needed to better reflect the role and investment returns of energy storage [2][7] - There is a call for lithium battery storage to receive equal pricing treatment as other regulatory resources, such as pumped hydro and thermal power, to stimulate industry vitality [2][7] Market Share and Applications - Lithium battery storage currently accounts for approximately 90% of new installations in the energy storage sector, establishing itself as the dominant technology [3][8] - The application of lithium batteries is expanding beyond traditional uses in vehicles and energy storage, now including electric vessels, low-altitude economy, robotics, and energy support for data centers and AI [3][8] Decarbonization Efforts - Lithium batteries play a crucial role in the decarbonization of traditional industries, with partnerships established with companies like Moutai Group to promote low-carbon transformations in sectors such as steel and cement [3][8] Global Expansion Strategy - The company is transitioning from a product-focused international strategy to a dual approach of "investment + trade," with multiple factories established in Europe and ongoing construction in Spain and Indonesia [3][9] - There is an emphasis on high-quality international expansion, urging domestic companies to integrate local rules and cultures to avoid negative competitive practices that could harm the reputation of Chinese manufacturing [4][9]