行家说储能·2025-05-29 11:43Core Viewpoint - The commercial energy storage industry is undergoing significant adjustments due to new policies, prompting companies to reassess their market strategies and operational models [1][2]. Group 1: Industry Trends - The energy storage industry is experiencing a systematic upgrade, marked by four common development trends: restructuring of business models, investment logic transformation, technological iteration acceleration, and intelligent transformation [2][3]. - The shift from policy-driven to market-driven dynamics is leading to a focus on long-term value management rather than short-term subsidies [7][20]. Group 2: Company Strategies - Sungrow Power Supply: Anticipates a significant market growth due to new policies, emphasizing R&D investment and lifecycle management to enhance customer returns [4][6]. - Liansheng New Energy: Identifies three key trends: a shift in investment logic, accelerated equipment competition, and refined operational strategies leveraging AI for efficiency [7][10]. - Hongzheng Energy Storage: Focuses on multi-scenario response capabilities and intelligent operation management to adapt to market changes [11][12]. - Ronghe Yuanshu: Aims to maximize operational value through AI-driven strategies and enhanced product capabilities, predicting a 20% increase in customer returns [15][16]. - Trina Solar: Adjusts strategies to focus on long-term returns and operational services, integrating AI for optimized energy management [17][18]. - Jingkong Energy: Emphasizes lifecycle value management and technological upgrades to enhance operational efficiency and market competitiveness [20][21]. - Penghui Energy: Plans to enhance product flexibility and operational capabilities to adapt to market fluctuations [23][24]. - Haier New Energy: Highlights the importance of full lifecycle operation and diversified revenue models to improve overall project returns [28][29]. - Yilankao: Stresses the significance of technology in achieving sustainable growth and adapting to market changes [31][32]. - New Ai Electric: Focuses on optimizing product systems and enhancing operational intelligence to improve investment stability [34][35]. - Skyworth Energy Storage: Implements a partnership model to lower investment risks and enhance project returns through integrated solutions [39][40].