Core Insights - The new power system construction accelerates the establishment of commercial and industrial energy storage as a key flexible adjustment resource, but recent policy changes have introduced uncertainty in the domestic market [1] - Envision Technology Group has launched the first systematic evaluation standard for the industry, the "Envision Formula," which emphasizes a comprehensive assessment of various factors beyond just battery decay or energy density [1] - Recent adjustments in electricity pricing policies in provinces like Jiangsu, Guangdong, and Shandong have significantly weakened the arbitrage opportunities for energy storage [1] Group 1 - The Envision Formula calculates station revenue based on multiple factors including energy value, conversion efficiency, state of health (SOH), availability, confidence, and interest, aiming to maximize investment returns from the user's perspective [1] - Envision believes that the economic value created by the same kilowatt-hour of electricity varies significantly across different applications such as peak-valley arbitrage, demand management, and ancillary services [2] - The company’s energy storage cabinets can utilize a self-developed EGC microgrid controller for real-time interaction with the EnOS energy management platform, enabling various strategies to maximize local electricity revenue [2] Group 2 - The current market often emphasizes single hardware parameters for evaluating energy storage cabinet performance, but Envision argues that competition has shifted from hardware performance to system-level comprehensive capabilities [2] - Future commercial energy storage products will require more reliable hardware, smarter software, and flexible scheduling to participate in multiple markets, indicating a shift from traditional product logic [3] - Envision's Chief Sustainability Officer emphasizes that understanding customer needs and possessing system capabilities are essential for creating long-term value in uncertain market conditions [3]

Core Viewpoint - The article discusses the transformation and value awakening in the commercial energy storage sector, emphasizing the need to move away from price competition and towards value creation in the industry [1]. Group 1: Industry Trends and Developments - In the first four months of 2025, user-side energy storage connected to the grid reached 1.7 GWh, with a total scale of 0.696 GW/1.775 GWh, marking a 32% increase in power and a 31% increase in scale compared to the same period last year [7][9]. - The global commercial energy storage market is expected to see new installations of 6.1 GW/15.26 GWh in 2025, with China's market size exceeding 10.56 GWh and surpassing 100 billion [10]. - The first quarter of 2025 saw 59 new electrochemical storage stations added nationwide, with a total installed capacity of 2.55 GW/5.72 GWh [12]. Group 2: Market Opportunities and Challenges - The current energy storage industry faces challenges such as low barriers to entry, severe homogenization, and insufficient demand exploration, necessitating a shift towards diversified energy storage ecosystems [15]. - The commercial energy storage sector is experiencing intense competition, with a growing demand for high-quality operation and maintenance services due to project instability and high after-sales costs [20]. - The article highlights the need for energy storage projects to diversify revenue sources and explore integrated solutions like virtual power plants to enhance profitability [26][39]. Group 3: Technological Innovations and Future Directions - The future of commercial energy storage is expected to focus on digitalization, with companies needing to adopt a lifecycle cost approach and enhance their ability to manage price volatility [21]. - The integration of energy storage with various industries (referred to as "Storage + X") is seen as a key strategy for unlocking new market opportunities and achieving a zero-carbon society [15]. - The article emphasizes the importance of technological innovation and the development of tailored solutions to meet the specific needs of different sectors, including transportation and telecommunications [15][29]. Group 4: Policy Impacts and Strategic Responses - Recent policy changes, such as the Jiangsu time-of-use pricing policy, have significantly impacted the commercial energy storage sector, highlighting the need for companies to adapt their business models beyond relying solely on peak-valley price differences [30][39]. - Companies are encouraged to refine their operational strategies and enhance their understanding of market dynamics to navigate the evolving regulatory landscape effectively [30][39]. - The article suggests that while the return on equity (ROE) for commercial energy storage projects has decreased from over 50% to 12% due to policy changes, with strategic adjustments, it can still achieve a ROE of 24% [39].

Group 1 - The core viewpoint of the articles highlights the rapid development of energy storage projects in Chengdu, particularly the establishment of a distributed energy storage station by Chengdu Fangxin Cold Rolled Sheet Co., Ltd, which operates as a flexible energy storage solution [1] - The energy storage station has a capacity of 5MW/10MWh and is expected to achieve an annual charging and discharging volume of 6.5 million to 7 million kWh, saving the company nearly one million yuan in electricity costs each year [1] - The project represents the first complete industrial chain energy storage project for commercial users in Sichuan, with all equipment produced locally, thus creating a closed-loop local industrial chain [1] Group 2 - To promote user-side energy storage project construction, the New Economic and Information Bureau of Xinjing District in Chengdu has established an innovative "Energy Storage Direct Access" mechanism, forming a six-member government-enterprise collaborative energy service team [2] - This team provides value-added services through real-time monitoring and analysis of energy consumption data, tailoring optimal energy storage solutions for enterprises, and ensuring a full-process closed-loop management from technical consultation to grid connection [2]

Group 1 - The commercial energy storage market is experiencing significant developments, with Far East Smart Energy Co., Ltd. winning contracts for two major projects totaling approximately 2.86 billion yuan [2] - Far East's intelligent battery business achieved a revenue of 1.654 billion yuan in 2024, marking a year-on-year growth of 180.47% [2] - The company secured over 1.375 billion yuan in energy storage orders in 2024, reflecting a staggering year-on-year increase of 5605% [2] Group 2 - Tesla's energy storage super factory in Shanghai is set to complete a large-scale commercial photovoltaic and energy storage project by the end of this year, featuring a 6MW photovoltaic system and an 8MWh energy storage system [4] - The Tesla super factory in Shanghai is the second of its kind globally and the first outside the U.S., with a planned annual production capacity of 40GWh for Megapack [6] - The factory began construction on May 23, 2024, and is expected to be operational by February 20, 2025 [6]

插播 ： 2025工商业储能有何新打法？6月9日-12日，行家说储能联合光亚法兰克福举办"2025年全球用户侧储能产业价值峰会暨应用示范展"，点击" 阅读 原文 "了解详情 ■ 晶科储能：新签三大订单，总计350MWh 5月28日，在晶科储能城市行（成都）活动现场，美克生能源与晶科储能签署100MWh的战略合作协议。 美克生能源表示，公司工商储签约规模突破1.5GWh，项目遍布江浙粤皖等省份，覆盖行业包括钢铁、纺织、新材料等。 双方表示，将在资源互补、技术协调、市场拓展等方面进行深入合作，打造更多示范效应标杆项目。 行家说储能了解，近期晶科能源还在海外拿下了希腊、德国重要客户订单，规模分别为100MWh、150MWh。将提供50套Jinko ESS G2 5MWh蓝鲸液冷储 能系统，部署在20多个项目地点，计划交付日期在2025年11月左右。 近期，国内外大单消息频传 涉及订单超8GWh！宁德时代、远景等5企喜报频传 ，工商业储能市场依旧活跃。晶科储能、瑞浦兰钧、LG新能源3 企分别拿下国内、国外重要订单，总规模超3900MWh。 据悉，此次合作以 "构建全球储能战略框架" 为核心，瑞浦兰钧将为晓星重工业供应 ...

Core Viewpoint - The commercial energy storage industry is undergoing significant adjustments due to new policies, prompting companies to reassess their market strategies and operational models [1][2]. Group 1: Industry Trends - The energy storage industry is experiencing a systematic upgrade, marked by four common development trends: restructuring of business models, investment logic transformation, technological iteration acceleration, and intelligent transformation [2][3]. - The shift from policy-driven to market-driven dynamics is leading to a focus on long-term value management rather than short-term subsidies [7][20]. Group 2: Company Strategies - **Sungrow Power Supply**: Anticipates a significant market growth due to new policies, emphasizing R&D investment and lifecycle management to enhance customer returns [4][6]. - **Liansheng New Energy**: Identifies three key trends: a shift in investment logic, accelerated equipment competition, and refined operational strategies leveraging AI for efficiency [7][10]. - **Hongzheng Energy Storage**: Focuses on multi-scenario response capabilities and intelligent operation management to adapt to market changes [11][12]. - **Ronghe Yuanshu**: Aims to maximize operational value through AI-driven strategies and enhanced product capabilities, predicting a 20% increase in customer returns [15][16]. - **Trina Solar**: Adjusts strategies to focus on long-term returns and operational services, integrating AI for optimized energy management [17][18]. - **Jingkong Energy**: Emphasizes lifecycle value management and technological upgrades to enhance operational efficiency and market competitiveness [20][21]. - **Penghui Energy**: Plans to enhance product flexibility and operational capabilities to adapt to market fluctuations [23][24]. - **Haier New Energy**: Highlights the importance of full lifecycle operation and diversified revenue models to improve overall project returns [28][29]. - **Yilankao**: Stresses the significance of technology in achieving sustainable growth and adapting to market changes [31][32]. - **New Ai Electric**: Focuses on optimizing product systems and enhancing operational intelligence to improve investment stability [34][35]. - **Skyworth Energy Storage**: Implements a partnership model to lower investment risks and enhance project returns through integrated solutions [39][40].

Core Viewpoint - The article discusses the upcoming changes in the commercial energy storage sector driven by new policies, particularly the implementation of document 136 and the introduction of time-of-use pricing in Jiangsu, which will reshape the operational logic of energy storage systems [1][9]. Group 1: Policy Changes and Market Dynamics - The implementation of document 136 marks a shift away from mandatory energy storage, leading to a new phase in commercial energy storage where market dynamics will play a crucial role [1]. - The time-of-use pricing policy in Jiangsu, effective from June 1, compresses the arbitrage space, indicating a more competitive environment for commercial energy storage [1]. Group 2: Industry Insights from Key Players - Dr. Sun Yunlin, a veteran in the renewable energy sector, emphasizes that the demand for energy storage has surged due to the volatility of distributed photovoltaics, making storage a necessity rather than an option [9]. - Xiamen Guomao's leasing division highlights that financial leverage has a limited impact on the return on equity (ROE) of storage projects, suggesting that leasing can smooth cash flow and reduce investment risks [13]. - Jingkong Energy has extensive experience in large-scale energy storage projects globally and notes that policy and market conditions are critical factors influencing the commercial energy storage market this year [17]. - Huazhi Energy plans to invest 1 billion yuan in a new R&D and production headquarters for commercial energy storage, indicating strong growth potential in this sector [23]. - Huayou Energy focuses on the lifecycle management of lithium batteries and sees a broad future for distributed energy storage systems across various applications [27]. Group 3: Upcoming Events and Engagements - The "2025 Global User-side Energy Storage Industry Value Summit" will take place on June 10, 2025, in Guangzhou, providing a platform for industry leaders to discuss innovative paths driven by new policies [1][31].

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].

插播 ：531后 ，工商业储能何去何从？6月9日-12日，行家说储能联合光亚法兰克福举办"2025年全球用户侧储能产业价值峰会暨应用示范展"，联合业内 头部企业共探工商储发展之道，点击" 阅读原文 "了解详情 此前，行家说储能刚报道了美克生能源协鑫集成170MWh工商业储能项目开工（ 点这里 ），昨日又有新消息，安徽最大容量用户侧储能电站投 运。 ■ 37.5MW/100.5MWh储能电站投运 5月25日，天能携手港华智慧能源在马鞍山和县建设的37.5MW/100.5MWh储能电站并网运行。 据了解，该项目位于和县经开区，总投资1.15亿元，是天能控股集团首个百兆瓦时用户侧锂电储能EPC项目，同时也是安徽地区用户侧储能项目中 体量最大的标杆工程。该项目以" 源网荷储 "一体化为核心，采用"光储售协同+虚拟电厂辅助服务"的模式，部署了37.5MW/100.5MWh的磷酸铁 锂储能系统。 此外，在项目投运仪式上，天能与港华智慧能源正式签署了多项新项目合作协议。双方将进一步深化战略合作关系， 聚焦于"多场景应用"与"虚拟 电厂"建设，共同探索"光储售"及VPP一体化解决方案。 此外，在项目落地方面，天能还 承接首个 ...

Core Viewpoint - The article highlights the recent developments in the commercial energy storage sector, showcasing various partnerships and projects that are expected to significantly enhance energy storage capacity and contribute to carbon reduction efforts. Group 1: Partnerships and Collaborations - Envision Technology Group has signed a strategic cooperation agreement with Cloud Intelligence Energy to provide customized energy storage solutions, aiming to drive over 500MWh of installed capacity and reduce CO2 emissions by over 100,000 tons [2] - Zhongtian Energy has partnered with Konflux Kapital International GmbH to develop a battery energy storage system (BESS) project in Austria, with a total capacity of 176MW/432.5MWh [3] - Pengcheng Unlimited has entered into a commercial cooperation project with Linfen Qingfeng Zhonghe New Energy, focusing on energy storage systems [5][7] Group 2: Major Project Announcements - CATL is a candidate for the procurement of a 1.2GWh energy storage system for a project in Gansu, with a bid price of 0.499 yuan/Wh, leading among 22 participating companies [8][9] - Yongfu Co., in collaboration with the Sixteenth Hydropower Bureau, has won a bid for a 6GWh energy storage project in Inner Mongolia, which is part of a significant new energy storage initiative [10][11]