Core Viewpoint - The construction of a new power system is accelerating, establishing the definitive role and trend of commercial and industrial (C&I) energy storage as a key flexibility resource, while recent policy changes have introduced uncertainties in the domestic C&I energy storage market [1] Group 1: Industry Trends - The release of the document "Notice on Deepening the Market-oriented Reform of New Energy Grid Connection Prices to Promote High-quality Development of New Energy" has led to significant adjustments in electricity pricing policies across several provinces, reducing the arbitrage opportunities for energy storage [1] - The industry is at a critical juncture for reconstructing business models due to these changes in the market environment [1] Group 2: Company Initiatives - Envision Group launched the "Envision Formula" and an ecological cooperation conference during the SNEC exhibition, aiming to find "certainty" amidst the current "uncertainty" in the C&I energy storage sector [1] - The company is building three core capabilities: product certainty, model certainty, and revenue certainty, through an integrated solution of hardware, software, and services, along with a partner incentive program [1] Group 3: Technological Innovations - Envision's technological breakthrough lies in dynamically optimizing decision-making paths to match the highest value application modes based on real-time electricity prices and load demands, thereby enhancing the economic value of each kilowatt-hour [2] - The Envision energy storage cabinet can integrate with the self-developed microgrid collaborative controller and the cloud-based EnOS energy management platform for real-time interactions, maximizing local electricity revenue through various strategies [2] Group 4: Market Participation - Envision's EnOS virtual power plant can aggregate multiple asset sources to participate in electricity spot market trading, demand response, and ancillary services, creating multiple policy subsidies and market revenues [2] - The company emphasizes that understanding customer needs and possessing system capabilities are essential for navigating uncertainties in electricity pricing and market conditions, thereby ensuring long-term value creation for C&I energy storage projects [2]

Core Viewpoint - The article discusses the impact of new commercial electricity pricing policies in Jiangsu Province on the industrial and commercial energy storage market, highlighting both challenges and opportunities for investment in energy storage projects [2][10]. Group 1: Policy Changes and Market Response - Starting June 2025, Jiangsu will implement new time-of-use electricity pricing and distributed energy policies, which will test the economic viability and technical requirements of commercial energy storage projects [2]. - Some companies have paused investments due to altered revenue expectations, while others have temporarily halted ongoing projects, facing potential contract risks [2]. - Despite these challenges, several user-side energy storage projects have been successfully launched in Jiangsu, indicating resilience and long-term confidence in the market [2]. Group 2: Project Highlights - CATL has launched a 1.99MW/4.66MWh energy storage project in Jiangsu, expected to save over one million yuan in electricity costs annually, with a payback period of under five years [4]. - Yunji Huisheng has successfully connected a 3.7MW/7.955MWh distributed energy storage project in Yangzhou, enhancing green energy consumption and reducing electricity costs [6]. - China Shipbuilding Industry Corporation has completed a 2MW/6MWh energy storage project, utilizing intelligent string storage technology to optimize performance and extend system lifespan [7]. Group 3: Financial Analysis and Investment Viability - A comparison of old and new policies shows that under the new pricing, the payback period for energy storage projects increases by 9.5 years, with the overall investment return rate dropping to 4.93% [10][11]. - Despite reduced profit margins from peak-valley arbitrage, the energy storage market in Jiangsu remains viable, with potential for diversified revenue models [12]. - Strategies such as operational optimization and dynamic demand control can enhance the comprehensive return rate of energy storage projects by 48%, increasing average annual returns [13]. Group 4: Future Outlook - The article suggests that the new policies represent a strategic turning point for the commercial energy storage sector, pushing for higher-level advancements and multi-dimensional value extraction [19]. - The upcoming "2025 Global User-side Energy Storage Industry Value Summit" will gather industry leaders to discuss the implications of the new policies and explore future development paths [19].