Core Viewpoint - The industrial and commercial energy storage market in China has shown strong resilience in the first half of the year, with a year-on-year increase in grid-connected capacity of 95.66% due to various factors such as time-of-use electricity price adjustments and market rule changes [1][5]. Market Trends - In the second half of the year, the opening of the electricity spot market is expected to drive deep changes in market-driven value, prompting industrial and commercial energy storage companies to adopt different strategies for regional layout and competition density [2][26]. - Over 89% of companies focus on domestic price difference benefits, while 10.53% are looking at overseas high-growth markets [4][20]. Regional Development Characteristics - The industrial and commercial energy storage market has shown regional differentiation, with Jiangsu leading in grid-connected capacity, power, and project numbers, followed by Zhejiang and Guangdong [5][26]. - More than 90% of surveyed companies prioritize the East China, South China, and Central China regions for strategic market focus, targeting areas with high peak-valley price differences and significant electricity demand [6][26]. Company Strategies - 64.71% of companies have adopted a tiered regional strategy, dynamically adjusting resource allocation and solutions based on regional characteristics [8][26]. - The first priority regions include Zhejiang (75% of companies), Guangdong (about 50%), and Anhui (about 50%), while Shandong, Sichuan, and others are also considered [11][26]. Key Players and Their Focus - Companies like Cai Ri Energy and Haier New Energy focus on high-density industrial areas and energy management solutions, while others like New Juneng and Penghui Energy emphasize regional differentiation and specific project types [15][16][17][23][25]. - Some companies, such as Tianhe and Envision, are adopting standardized strategies across high-potential markets without significant regional differentiation [23][24]. Future Outlook - The energy storage industry is transitioning from policy-driven growth to market-driven value, with a focus on tailored solutions based on regional characteristics and electricity demand [26]. - The next phase will explore operational strategies in the industrial and commercial energy storage sector [3][26].
浙江NO.1,江苏第四?工商储竞争密度年中调研
行家说储能·2025-07-24 09:04