25年储能BMS榜单背后的头部企业，在电价规则变化后如何出牌

Core Viewpoint - The energy storage industry is undergoing a fundamental shift in 2026, moving away from a fixed pricing model to a market-driven pricing mechanism, which presents unprecedented challenges for battery management systems (BMS) [2][7]. Group 1: Key Trends and BMS Responses - Trend 1: Deepening of the National Unified Power Market - BMS must develop "trustworthy measurement" capabilities as energy prices transition to real-time market dynamics, making SOC (State of Charge) and SOP (State of Power) data critical for profit and loss calculations [8][10]. - Trend 2: Entering the GWh Scale Era of Energy Storage - BMS needs "system-level coordination" capabilities to manage high-voltage environments and ensure safety and performance across entire energy storage systems [14][16]. - Trend 3: Scaling of Networked Energy Storage - BMS must possess "proactive collaboration" capabilities, transitioning from a protective role to actively defining and broadcasting real-time battery support capabilities [17][19]. - Trend 4: Large Capacity Cells Becoming Mainstream - BMS requires "precise management" and "safety net" capabilities to handle the challenges posed by large capacity cells, necessitating advanced monitoring and balancing techniques [20][22]. - Trend 5: Overseas Markets as Key Growth Areas - BMS must have "global compliance and localization" capabilities to succeed in international markets, requiring a comprehensive understanding of various certification standards [23][24]. Group 2: Company Response and Positioning - Leading companies like XieNeng Technology are responding to these trends by innovating in areas such as active balancing technology and high-voltage solutions, positioning themselves as key players in the evolving landscape [25][27]. - XieNeng Technology has developed advanced BMS products that enhance SOC estimation accuracy and have implemented dynamic balancing algorithms to address the challenges of large capacity cells [27][30]. - The company has established a global delivery capability, with its products and services covering over 60 countries and regions, demonstrating its readiness to meet international market demands [27][30]. Group 3: Future Implications for the Industry - The evolving role of BMS is critical for maximizing the value of energy storage assets in a competitive market, emphasizing the need for investment and focus on BMS technology [31][32]. - As the industry moves towards a more dynamic pricing model, the effectiveness of operational algorithms and business models will be increasingly constrained by the physical realities presented by BMS [31][32].