工商业储能告别 “躺赚时代”，未来3-5年将进入 “能力竞争期”

Core Viewpoint - The commercial energy storage industry has transitioned from a "profit-making era" to a "capability competition period" over the next 3-5 years, as stated by the chairman of Saiwei Digital Energy, indicating a shift in market dynamics and profitability models [2]. Market Dynamics - The market for user-side energy storage in China is expanding, with approximately 10.5 GWh of new installations expected by November 2025, despite the shrinking profit margins from the "peak-valley arbitrage" model due to adjustments in electricity pricing mechanisms [3]. - The national push for "microgrids" and "zero-carbon factories" is creating broader application scenarios for energy storage, presenting both opportunities and challenges for the industry [3]. Industry Trends - There is a consensus in the industry regarding the necessary shift from "policy dividends" to "value co-creation," emphasizing the need for collaborative innovation and internationalization [6][8]. - The development strategy of Saiwei Digital Energy aligns with this trend, having completed over 1,500 projects and established over 200 global partnerships in the past year, highlighting the diverse opportunities presented by varying global energy demands [10]. Product Innovation - The launch of the X3 "Storage Overlord" energy storage system represents a significant technological advancement aimed at addressing core market pain points, featuring a capacity of 836 kWh and a footprint reduced by 35% compared to traditional solutions [14][16]. - The X3 system integrates advanced AI-BMS battery management technology, enhancing usable capacity by 8% and achieving an overall system efficiency of up to 92.9% through innovative cooling and energy storage techniques [17][20]. Strategic Focus - Saiwei Digital Energy's strategic focus includes deepening technology, product iteration, and fostering ecological co-prosperity, aiming to enhance core competitiveness in a market characterized by technological diversity and dynamic policy adjustments [12][21]. - The company emphasizes the importance of intelligent operations, cross-scenario adaptability, and global layout capabilities as essential competitive factors in the future [21]. Ecosystem Collaboration - The event highlighted the importance of ecosystem collaboration, with discussions on agent policies and regional market insights, fostering partnerships across various regions [23]. - The founder of Jack Technology praised Saiwei's strategic positioning in the digital energy sector, recognizing its potential for growth and the importance of continued technological development and market expansion [25].