0.38元/Wh背后，储能业的三角博弈

Core Viewpoint - The energy storage industry is shifting from a price war to a triangular competition focusing on service capability, safety, and economic efficiency, as exemplified by WoCheng New Energy's innovative pricing and service commitments [2][4][19]. Pricing Strategy - WoCheng New Energy introduced a groundbreaking price of 0.38 yuan/Wh for its "Xingyaoshi" energy storage system, applicable across residential, commercial, and large-scale storage [5][19]. - The pricing strategy is achieved through technological innovation and cost control, including the development of underground storage systems that reduce hardware costs by eliminating the need for cooling and fire protection equipment [6][9]. Technological Innovations - The "Xingyaoshi" system utilizes buried installation, phase change cooling technology, and self-isolating fault handling to enhance safety and efficiency [6][12]. - The system's design includes multiple layers of protection against thermal runaway, achieving a risk reduction to below 0.01% [12][14]. Service Commitments - WoCheng New Energy offers a "lifetime warranty" for its products, significantly exceeding the industry standard of 5-10 years, which is intended to build long-term customer relationships [16][19]. - The company emphasizes its commitment to "never downtime," addressing common failure causes in energy storage systems through advanced design and redundancy [12][16]. Market Positioning - The company's approach reflects a broader trend in the energy storage sector, where initial investment costs are lowered while enhancing project returns, indicating a shift towards value-driven market dynamics [9][19]. - WoCheng New Energy plans to invest 20 billion yuan over the next two years to expand its market presence, particularly in regions with high population density [17][19].