行家说储能·2025-12-10 12:14Core Insights - The energy storage PCS market is entering a phase of "volume and price increase" as multiple provinces reach critical stages of project delivery and grid connection, leading to a trend of price increases due to extended production cycles [2][20] - The role of PCS is transforming from a simple energy conversion device to a key node in the intelligent grid, prompting companies to consider how to innovate and collaborate to become the core hub for value realization in the new power system [2][5] Market Dynamics - The energy storage PCS market is experiencing a significant shift in competition logic, moving from a focus on single device performance to a comprehensive endurance race that includes technological sophistication, system collaboration, supply chain resilience, brand influence, and global layout [20][21] - The industry is witnessing a transition from a policy-driven model to a market-driven value model, necessitating a rapid shift in business models from hardware sales to integrated solutions [23][24] Technological Innovations - Companies are emphasizing the need for hardware innovation and intelligent algorithm upgrades to enhance the interaction between energy storage and the grid, with a focus on achieving millisecond-level response times and multi-objective optimization capabilities [6][10] - The trend towards larger power capacities in energy storage PCS is evident, with centralized PCS power ratings increasing from 1.725MW to 2.5MW, and string PCS moving from 125kW–375kW to over 400kW [14][15] System Integration - The core competitiveness of energy storage PCS products is shifting from individual component performance to system integration capabilities, requiring deep collaboration with battery management systems (BMS) and energy management systems (EMS) [11][12] - Companies are developing customized solutions that leverage a deep understanding of grid scheduling rules and market mechanisms to enhance system performance and reduce integration complexity [11][12][18] Future Trends - The growth of string architecture is expected to dominate large-scale energy storage, with its unique advantages in system management and efficiency [17][18] - The mainstream trends for energy storage PCS technology by 2025 include the large-scale application of grid-constructing technology, increased power capacity, and the integration of AC and DC systems [18][19]