高泰昊能零代码架构光储一体机，推动储能产品从“标准化”走向“场景化”

Core Viewpoint - The Chinese energy storage industry is entering a phase of large-scale development driven by the "dual carbon" strategy, with significant growth in installed capacity and energy scale, surpassing pumped storage for the first time [1] Group 1: Industry Growth and Policy Support - By the end of 2024, China's new energy storage cumulative installed capacity is expected to reach 78.3GW/184.2GWh, with power and energy scale increasing by 126.5% and 147.5% respectively [1] - The new operational scale added in 2024 is projected to be 43.7GW/109.8GWh, maintaining a doubling growth for three consecutive years [1] - An action plan for high-quality development of the new energy storage manufacturing industry has been jointly released by eight departments, aiming for high-end, intelligent, and green development by 2027 [1] Group 2: Challenges in the Industry - Homogeneous competition is becoming a significant constraint on development, with products showing high similarity in capacity upgrades and liquid cooling technology applications [2] - The price of energy storage cells is on a downward trend, with the lowest transaction price dropping below 0.3 yuan/Wh, and system integrators' quotes generally falling to 0.5-0.6 yuan/Wh [2] - This homogeneity leads to compressed profit margins and persistent issues for end users, such as high electricity costs and fragmented energy management [2] Group 3: Innovative Solutions - High Taihao Energy has developed a zero-code architecture platform, 4S+C, to create innovative energy storage solutions, breaking traditional development constraints [2][4] - The platform allows for seamless integration of third-party devices, reducing the time for protocol development from 2-3 weeks to 0.5-1 day [4] - The flexible customization of process strategies enables users to define charging and discharging logic without code development, reducing delivery time from 1-2 weeks to within 1 day [5] Group 4: Product Features and Advantages - The zero-code architecture supports the integration of photovoltaic generation, energy storage, and charging functions, creating a closed-loop ecosystem [8] - The system is designed for full-scene adaptability, supporting multiple photovoltaic connections and quick switching between grid-connected and off-grid modes [11] - The intelligent energy dispatch system prioritizes photovoltaic power generation and optimizes peak-valley arbitrage, potentially reducing overall electricity costs by 30%-40% [12] Group 5: Future Outlook - The zero-code architecture is driving the transformation of energy storage products from standardization to scene-based customization, with predictions of cumulative installed capacity reaching 313.9GW by 2030 [16] - Companies with rapid customization capabilities are expected to gain a competitive edge in the market [16] - High Taihao Energy aims to continue leveraging technological innovation to enhance the adaptability of solutions and support the green low-carbon goals [16]