拒绝概念虚火，用“真构网”撑起新型电力系统

Core Viewpoint - The article discusses how Kehua Data's deep accumulation in the UPS field allows it to transition its pursuit of "stability" into the new energy landscape, particularly in the context of AI computing power and renewable energy challenges [2][25]. Group 1: Concept of Networked Energy Storage - "Networked energy storage" has become a buzzword in the industry, seen as a ticket to the new power system, but the standards remain unclear [5][6]. - The integration of renewable energy sources is causing unprecedented challenges in the power system, such as reduced system inertia and increased frequency risks [6]. - Kehua's energy storage systems can support voltage and frequency independently, akin to traditional generators, by utilizing virtual synchronous generator (VSG) technology [10][11]. Group 2: Technical Evaluation Criteria - The evaluation of networked energy storage technology is based on two core dimensions: "identity" and "capability" [8]. - "Identity" refers to whether the software algorithms classify the device as a voltage source or a current source, which is essential for true networked functionality [8]. - "Capability" assesses the hardware's support capacity and response speed, determining the performance level of the technology [9]. Group 3: Market Position and Achievements - Kehua has established itself as a leader in networked energy storage with over 3 GW of shipments and more than 400 microgrid systems implemented [12]. - Notable projects include the 300 MW/1200 MWh facility in Xinjiang, recognized as the largest grid-connected networked lithium iron phosphate energy storage station globally [12]. - The company has also successfully tackled challenges in extreme environments, such as the 60 MW/300 MWh project in Tibet, demonstrating stable operation at high altitudes and low temperatures [12]. Group 4: AI Data Center Solutions - The rise of AI data centers has led to significant energy consumption increases, necessitating innovative solutions to manage power fluctuations [14][15]. - Kehua proposes a "source strength ensures load stability" approach, emphasizing the importance of a robust power source to mitigate load fluctuations [15]. - The company has experience in high-voltage direct current (HVDC) solutions, positioning itself well for the future demands of data centers [17]. Group 5: Engineering Philosophy and Market Insights - The article highlights that there are no shortcuts in the energy storage sector; competitive advantages are built over time through early market entry and experience [18]. - Kehua's early adoption of solutions to common industry problems, such as the "heat island effect," showcases its commitment to practical engineering solutions [21][24]. - The company emphasizes the importance of learning from past challenges to avoid pitfalls that newer entrants may face in a rapidly evolving market [18][26].