定调2026：超30家储能头部企业“深圳共振”

Core Insights - The article discusses the evolving landscape of the energy storage industry, highlighting the transition from subsidy-based revenue to market-driven profitability as the national unified electricity market framework is established [3][5][6]. Group 1: Industry Overview - In 2025, the national unified electricity market framework became a reality, with over 28 provinces participating in spot trading, particularly in the southern region, which serves as a testing ground for market dynamics [3][5]. - The value of energy storage must now be assessed within the context of cross-provincial collaboration, indicating a shift in how assets are valued and utilized [6]. Group 2: Market Dynamics - The share of inter-provincial spot trading electricity has reached 14.8% from January to October this year, emphasizing the importance of market competition in determining storage value [6]. - The article poses critical questions about how energy storage can transition from being a backup resource to an active participant in electricity trading, which is essential for survival and growth in the new market environment [6]. Group 3: Future Directions - The upcoming "Fifteen Five" period will focus on the integration of new energy storage technologies as a core component of the new electricity system, ensuring energy supply security and resilience [8]. - The industry is encouraged to collaborate internationally, with energy storage positioned as a key area for global energy governance and industrial competition [8]. Group 4: Event Announcement - A significant gathering of over 30 leading companies in the energy storage sector is scheduled for January 8 in Shenzhen, aimed at aligning strategies and addressing key industry challenges [9][10]. - The event will feature discussions on technological advancements, business models, and global competition, with the goal of establishing a clear path forward for the industry [10][11].