远景田庆军：储能 “生而全球化”，中国企业必须以 “竞合” 替代 “内卷”

Core Viewpoint - The article emphasizes that for Chinese energy storage companies, going global is not an option but a necessity for survival, driven by the industry's inherently global nature [4]. Group 1: Globalization of Energy Storage Industry - The speaker highlights that China has become the world's largest new energy storage installation country, but the mature business models in overseas high-value markets and the rapid expansion of emerging markets create a complementary global landscape [4]. - Chinese energy storage batteries hold over 90% of the global market share, with eight out of the top ten system integrators being Chinese, indicating a strong supply chain advantage [4]. - The need for global resource allocation and scenario-based innovation is underscored, as diverse global scenarios demand technological innovation [4]. Group 2: Risks of Going Global - The speaker warns that going global is not a "gold mine" and companies must recognize three major risks: policy entry risks represented by U.S. tariffs and the EU's "battery passport," technical solution challenges due to differentiated demands from various countries, and internal competition leading to industry health damage and long-term loss of interests [4][6]. - The speaker specifically points out that malicious competition below cost ultimately harms the entire industry's interests and may cause China to miss the historical window for global industry output [4]. Group 3: Strategies for Success - To address these challenges, the speaker shares the operational philosophy of transitioning from "going out" to "integrating in," focusing on deep localization and international talent reserves [6]. - The company has established a global layout with over 50% of its employees being international talents, distributed across more than 80 manufacturing bases and R&D centers worldwide, which is crucial for winning overseas orders [6]. - The speaker calls for the establishment of a "co-opetition" relationship within the industry, advocating for dialogue mechanisms and self-regulatory standards to promote collaboration based on complementary capabilities [6]. Group 4: Role of Chinese Companies - The speaker believes that the role of Chinese companies should be as "technology partners" and "ecological co-builders" in the global energy transition, rather than as "commercial bystanders" or "resource plunderers" [8]. - The value of companies lies in assisting various countries in achieving their clear energy strategic goals, emphasizing the importance of long-term value over short-term pricing to earn global respect and genuinely contribute to the energy transition [8].