行家说储能·2025-07-18 08:28Core Viewpoint - The commercial energy storage market is undergoing adjustments in the first half of 2025, with companies adapting their strategies in response to changing policies and market conditions, while maintaining a generally optimistic outlook for the second half of the year [2][3][4]. Market Trends - The total scale of user-side energy storage projects reached 1.8GW/4.6GWh in the first half of 2025, representing a 95.66% increase compared to the same period last year, with the number of commercial energy storage projects increasing by 100% [4][9]. - The investment enthusiasm for commercial energy storage is becoming more rational, with larger projects being favored over smaller, more volatile ones [4][7]. Company Performance - Companies like CRRC Zhuzhou Electric achieved over 150% growth in commercial energy storage revenue, successfully landing multiple representative projects [8][9]. - Envision reported rapid growth with nearly 100 projects delivered and over 1,000 energy storage cabinets deployed [8]. - Sungrow Power Supply also saw over 100% growth, driven by increased R&D investment and new product launches [10]. - Trina Solar's shipment volume increased by over 400% compared to last year [9]. - Hongzheng Energy's first-quarter performance nearly matched its entire previous year's output, with expectations to exceed annual targets [11]. Strategic Adjustments - Companies are focusing on long-term strategies and adapting to policy changes, with many expressing confidence in meeting or exceeding annual targets despite regional market adjustments [7][14]. - New energy storage models, such as Envision's "Yiqi Storage" service model, are being introduced to enhance competitiveness [14]. Product Trends - The main trends in commercial energy storage products include large capacity, scene customization, AI integration, and long-duration storage [18][19]. - Over 60% of surveyed companies identified large capacity cells (500kWh+) as a key trend, while over half emphasized the importance of scene customization [19][21]. Technological Developments - The industry is witnessing a shift towards larger, integrated systems with a focus on modular design and flexibility to adapt to various scenarios [26][28]. - Companies are increasingly integrating AI and software solutions to enhance operational efficiency and market responsiveness [33][34]. Global Expansion - Companies like Weiheng Intelligent are expanding their global footprint, with projects in over 38 countries and regions, while GSL Energy is focusing on strategic markets in Europe, the Middle East, and Africa [17][18].