储能行业从规模扩张走向价值深耕与生态共创

Core Viewpoint - Long-duration energy storage is transitioning from being "optional" to "essential," becoming a key cornerstone for building a new power system and energy transition [1] Industry Trends - The energy storage industry is undergoing a transformation from scale expansion to value deepening, with a focus on long-duration energy storage as a core strategic direction [5][6] - The global energy storage market is shifting its competitive focus from price and scale to long-duration storage technology, lifecycle cost reduction, and scenario-based solutions [6] - The role of energy storage is evolving from being a "supplement" to a "stabilizer" in the new power system [6] Company Positioning - The company aims to become a global leader in energy storage value, focusing on applications of 4-8 hours and longer, with a comprehensive layout in cell, system, and solutions [5] - The company is transitioning from a product supplier to an ecosystem builder, launching the "135 Lighthouse Plan" to systematically layout the long-duration energy storage industry ecosystem [6] Product Development - The company has introduced an 8-hour long-duration energy storage battery and system designed to address the economic lifecycle value for project investors, enhancing service life and reducing costs [9] - The traditional 2-hour solutions are inadequate for long-duration scenarios, leading to the development of a native 8-hour battery that offers higher cycle life and efficiency [9] Market Dynamics - The demand for long-duration energy storage (4 hours and above) is significantly increasing, while the market supply still primarily consists of 2-hour solutions [8] - The Artificial Intelligence Data Center (AIDC) is driving structural changes in the energy storage industry, requiring storage to transition from a backup function to a primary energy unit [10] Strategic Focus - The company will focus on "one core and two pillars" in the next 3-5 years, emphasizing long-duration energy storage technology and local operations in various global regions [12] - The company plans to implement three major actions under the "135 Lighthouse Plan" to promote green computing, comprehensive energy storage, and renewable energy hubs [12] Environmental Impact - By 2030, the company aims to reduce carbon emissions by 437 million tons, contributing to global carbon neutrality goals [12]