传统模式承压，远景定义工商储下半场“稳盈”公式

Core Viewpoint - The SNEC 2025 exhibition marks a significant shift in the energy sector, with energy storage taking a prominent role alongside solar energy, driven by policy changes and market dynamics [1][2]. Group 1: Industry Transformation Challenges - The commercial energy storage sector faces three core transformation challenges: reliance on single revenue streams, weak collaboration with other energy assets, and rigid operational strategies [3][6]. - The industry is transitioning from a focus on equipment performance to a competition based on comprehensive system capabilities, as highlighted by the introduction of the "Yuanjing Formula" by Yuanjing Technology Group [2][5]. Group 2: Policy and Market Dynamics - The implementation of the 136 document will push the energy storage industry from policy-driven growth to value-driven development, necessitating a shift towards market-oriented strategies [7][10]. - The introduction of time-of-use pricing policies by various provinces is designed to create a new electricity market structure, which will impact the profitability of energy storage systems [10][14]. Group 3: Yuanjing's Strategic Response - Yuanjing's strategy includes the launch of the "Stable Profit" commercial storage product, which aims to address industry pain points and maximize system value [2][11]. - The "Yuanjing Formula" is designed to redefine the value assessment of commercial energy storage, emphasizing the importance of intelligent software and hardware collaboration [19][21]. Group 4: Revenue Model Evolution - The revenue model is evolving from a simplistic peak-valley price difference to a dynamic multi-scenario value maximization approach, requiring advanced technology and operational flexibility [24][29]. - Yuanjing's dual-loop strategy integrates internal and external operational capabilities, enhancing the economic value of energy storage systems [15][16]. Group 5: Competitive Landscape - The competitive landscape in the commercial energy storage sector is shifting, with companies needing to adapt to new dimensions of competition or risk being sidelined [28][34]. - Yuanjing has established a comprehensive capability system that combines technology, financial services, and AI-driven trading, positioning itself as a leader in the market [28][33].