又签200MWh！储能出海的长线思维进化论

Core Viewpoint - The article emphasizes the growing opportunities for energy storage in Europe, particularly in the context of the EU Battery Regulation delay and the need for a collaborative energy system. It highlights the importance of localizing operations and creating value through partnerships rather than merely exporting products [1][2]. Group 1: Market Opportunities - The European energy storage market is expected to see an addition of 3.6 GWh by 2025, with a year-on-year growth rate exceeding 60%. The internal rate of return (IRR) for industrial storage in Europe could reach over 15%, with payback periods as short as 3-4 years [1]. - The current geopolitical climate and global value chain restructuring are pushing Chinese energy storage companies to adapt their strategies from simple product exports to deeper integration within the European market [1][2]. Group 2: Strategic Collaborations - Strategic partnerships with local European energy companies are crucial for Chinese firms to understand local market rules and customer needs, thereby securing quality project opportunities and establishing sustainable competitive advantages [2]. - A notable example is the partnership between Hongzheng Energy Storage and Czech energy company Deldey, focusing on a 200 MWh industrial storage project that addresses grid frequency regulation and renewable energy integration [2]. Group 3: Technological Adaptation - Hongzheng Energy Storage emphasizes technology collaboration and adaptation over mere product distribution. The company aims to create a full lifecycle energy value for customers through AI and digital technologies [4]. - The company’s new D-Cube-261D industrial storage system features a split design to reduce installation complexity and incorporates advanced cooling and AI algorithms to enhance efficiency and safety [7]. Group 4: Compliance and Certification - The stringent safety and compliance requirements of the European market have historically posed challenges for many companies. Hongzheng Energy Storage has built a dual moat of "certification + technology," achieving IEC and UL certifications and collaborating with international authorities for additional compliance [5]. - The company’s self-developed capabilities across hardware integration and digital software have enabled it to customize its storage systems to meet European standards [5]. Group 5: Localization Strategy - Hongzheng Energy Storage is establishing a "technology + scenario + service" localized network to address operational challenges in Europe, including setting up a major technical service center in Prague for 24/7 support [8][10]. - This localization approach aims to create a new value-sharing model, enhancing operational capabilities and customer engagement through tailored services [10]. Group 6: Long-term Vision - The company advocates for a long-term strategic mindset in its overseas ventures, transitioning from a simple sales model to one focused on value co-creation [11]. - By building localized technical teams and a network across Central Europe, Hongzheng Energy Storage is positioning itself for sustainable growth and resilience against market fluctuations [11][13].