破浪·共生：远景田庆军呼吁构建全球化新生态

Core Viewpoint - The global mission of Chinese energy storage companies is to transition from "going out" to "integrating in," emphasizing the need for deep localization and international talent to succeed in the global market [1][5]. Group 1: Globalization of Energy Storage - Chinese energy storage companies must expand internationally as a survival necessity, driven by the industry's inherent global nature [3]. - China is the largest country for new energy storage installations, but the mature business models in high-value overseas markets and the rapid expansion of emerging markets create a complementary global landscape [3]. - Chinese energy storage batteries hold over 90% of the global market share, with eight out of the top ten system integrators being Chinese, highlighting a strong supply chain advantage [3]. Group 2: Risks in Global Expansion - The journey abroad is not without challenges; companies face three major risks: 1. Policy entry risks exemplified by U.S. tariffs and the EU's "battery passport" [3]. 2. Technical solution challenges arising from differentiated demands across countries [3]. 3. Internal competition leading to industry harm and long-term losses due to unhealthy practices [3]. Group 3: Strategic Recommendations - To address these challenges, companies should adopt a philosophy of deep localization and international talent development, as demonstrated by the successful global operations of companies like Envision [5]. - Envision's model of "global layout, local delivery" is crucial for securing overseas orders, with over 50% of its workforce being international talent across more than 80 manufacturing and R&D centers [5]. - The industry should foster a "co-opetition" relationship, moving beyond zero-sum games to leverage collective strengths and enhance the overall advantage of the Chinese supply chain [5]. Group 4: Role in Global Energy Transition - Chinese companies should position themselves as "technology partners" and "ecosystem builders" in the global energy transition, rather than mere commercial players or resource exploiters [6]. - The value of these companies lies in supporting countries to achieve their energy strategic goals, focusing on long-term value over short-term pricing to earn global respect and contribute meaningfully to energy transitions [7].