文 | 爱维达 当工商业储能赛道涌入2000＋玩家时，一家深耕UPS电源27年的"隐形冠军"选择了与众不同的路 径。爱维达，这个服务过北京奥运会、冬奥会的电源保障专家，正将其在极端环境设备可靠性领 域的电力电子技术积淀，转化为储能红海中的差异化竞争力。 技术基因的传承与裂变 爱 维达27年的发展轨迹始终围绕"电能可靠性"展开，从通信基站到智算中心，从金砖会议到上合 峰会，其技术基因在储能领域得以延续和进化。 在这二十余载的技术沉淀中，电力电子技术的同源性成为了爱维达从UPS转向储能的核心逻辑。 无论是UPS的AC-DC/DC-AC转换，还是储能PCS的AC-DC-AC双向变换，核心都是电力电子器 件的拓扑设计与控制算法。爱维达1998年为2G基站研发的第一代在线式UPS，已经具备较高的电 压精度和切换能力，这种对电能质量的极致追求，正是储能系统参与电网调频的技术基础。凭借 这一坚实的技术基础，爱维达在储能领域的发展有了更为明确的方向和优势。 尽管储能场景的复杂度远超UPS，但爱维达凭借其在电力电子领域的深厚技术沉淀，成功突破了 技术壁垒。例如，冬奥会户外电源项目要求设备在-40℃环境下稳定运行，爱维达将相关技 ...

产业玩家的疯狂涌入，价格竞争与凶猛博弈，加速了国内工商储江湖产业大洗牌进程。 据此前阳光电源发布的《工商业储能解决方案白皮书》显示，2023年工商业储能相关企业新增5 万家，平均每天新增150家。另据华福证券统计，2024年大量不同类型企业涌入工商业储能市 场，已并网/开工/启动或完成采招/备案的工商业储能项目涉及的开发商就超过1000家。 而寻熵研究院的统计数据显示，2024年国内新增并网工商业储能规模3.9GW/8.8GWh，约占全年 新增并网储能规模 (44.60GW/111.63GWh) 的8% （GWh占比） 。 如此细分的领域却涌入如此多的玩家，也就不难理解为何工商业储能产品价格持续出现大退潮现 象与趋势了。 在2023年年中时，头部厂商如奇点能源的工商业储能柜报价曾高达1.55元/Wh，同年12月厂商明 美新能源宣布液冷一体柜最低价为0.88元/Wh；到了2024年7月30日中车株洲所发布工商业储能系 列产品渠道价格政策，其中，1500V工商业一体柜418kWh方案集成单柜价格为0.75元/Wh，大于 30台可以享受95折，折合单价0.7125元/Wh，还免费赠送价格高达45000元/台的并网柜 ...

刘为：很荣幸在这充满活力的初夏时节，与各位相聚于创新之城杭州，共同见证工商业储能发展的重要时刻。我 是中关村储能产业技术联盟秘书长刘为，很高兴在这里和大家分享一下我们联盟对国内工商业用户侧储能市场的 观察和思考。 过去一年，我国工商业储能实现了跨越式发展，并呈现出以下发展特点： 一是装机规模呈现"指数级增长"。 根据CNESA DataLink全球储能数据库的统计，2024年全国工商业储能新增装 机达2.95GW/7.02GWh，功率规模同比增长427%，能量规模同比增长273%。 二是区域发展"亮点突出"。 全国工商业储能重点市场区域包括浙江、江苏、广东、安徽、上海、湖南、河南等。 排名前十的省份，主导了全国工商业总市场的93%。其中浙江省去年新增装机占全国工商业新增总装机的16%， 备案项目个数更是超过全国的四成以上，成为全国工商业储能发展的标杆区域。 三是部分省市项目经济回报较好。 浙江、江苏、广东、上海、湖南、海南这些省份，均可执行两次充放，经济效 益较好。以浙江为例，新一轮分时电价调整后，年平均峰谷价差高达0.9元/千瓦时，每日设置11:00-13:00和0:00- 8:00两个低谷时段，可实现"两 ...

Core Viewpoint - The article highlights the launch of the 392Ah energy storage cell and the Powtrix ™ 6.26MWh energy storage system by Ruipu Lanjun, emphasizing their balanced performance in safety, manufacturability, longevity, energy density, and cost-effectiveness, making them suitable for commercial energy storage applications [4][10]. Group 1: Product Features - The 392Ah energy cell is a new generation product that can be quickly mass-produced and has passed safety tests to ensure it does not catch fire or explode [4]. - The Powtrix ™ 6.26MWh energy storage system is designed with a full lifecycle adaptive design and modular structure, meeting high seismic resistance standards [7]. - The system features a standard cycle life of over 12,000 cycles and a lifespan of 20 years, with configurations for both long-duration (4h) and short-duration (2h) energy storage [7][10]. Group 2: Market Context - The global energy transition and electricity market reforms are driving the demand for commercial energy storage solutions, which are crucial for efficient energy utilization and renewable energy integration [10]. - The cement industry is a significant contributor to carbon emissions, accounting for 7% of global emissions, with China's cement sector contributing about 9% of the national total [13][14]. Group 3: Economic and Environmental Impact - The implementation of energy storage systems in the cement industry can lead to substantial economic benefits, including annual savings of several million yuan in electricity costs by reducing reliance on traditional energy sources during peak periods [17]. - Environmentally, the energy storage project can reduce carbon emissions by tens of thousands of tons annually, equivalent to planting millions of trees, while also promoting the utilization of renewable energy [17][19]. Group 4: Policy and Industry Adaptation - The cement industry faces increasing production costs due to changes in electricity pricing mechanisms, necessitating energy efficiency improvements [14][15]. - The configuration of commercial energy storage systems is economically viable due to significant peak-valley price differences in electricity, allowing for effective load smoothing and arbitrage opportunities [19].

2024年，比亚迪发布液冷中压级联储能系统，并出货至南方电网，成为国内首批液冷式级联 储能示范项目。此外，在年报中，比亚迪明确"力争全球储能市场份额第一"目标，其2024年 储能电芯出货量已跻身全球前四，清洁能源业务营收占比持续攀升。 （来源：电车汇） 1、 这家锂电企业被收购！ 2、 储能老兵发力海外市场！ 3、 三星 SDI 将增加中国生产设备采购比例 4、 印度将免除电动汽车电池生产部分所需产品的进口关税 比亚迪233KWh工商业储能液冷一体柜Chess Plus采用储能专用厚刀电芯（320Ah），循环 寿命＞10000次，Pack级IP65防护等级，系统能效可达90%。 安全方面，该产品厚刀电芯历经过充、过放等极端测试，陶瓷极柱不仅绝缘性能好，还能耐腐 蚀、抗老化，保证了电芯的静态安全，采用了独特的全极耳设计，让电流分布更均匀，发热更 分散，避免局部过热。Pack具备IP65防护，通过Pack内置气溶胶消防、耐高压液冷管道等打 造全方位热安全体系，热电分离与分区柜体设计进一步提升系统稳定性，全方位守护储能安 全。 针对工商业储能项目普遍面临的回本周期长（超5年）与政策波动风险（电价调整周期2-3 年） ...

Core Insights - The article highlights significant advancements in user-side energy storage projects, with a total of 15 projects exceeding 100MWh announced since 2025, amounting to a combined capacity of 1.177GW/4.014GWh [2][15]. Group 1: Major Projects and Developments - Anfu Technology has successfully implemented a 159.6MW/319.2MWh energy storage project, marking it as the largest single user-side energy storage project in China [4][5]. - Guangzhou Energy Group has initiated a 100MW/300MWh energy storage project for Jiangsu Huiran Industrial Co., which is the largest in the country [7][8]. - Sichuan Times has launched a 60MW/120MWh commercial user-side energy storage project, which is the largest in Sichuan province [9][10]. - Zhongdian Zhuang Energy has successfully delivered a 33.3MW/100MWh energy storage project, integrating it with the existing power system [11]. - Duofluor has completed the commissioning of a 100MWh energy storage station in Jiaozuo, which is expected to save significant electricity costs and reduce carbon emissions [12][13]. Group 2: Industry Trends and Market Dynamics - The trend towards large-scale user-side energy storage projects is evident, with a focus on industrial applications, particularly in the steel industry and industrial parks [16][17]. - The article notes that Jiangsu province has the highest number of projects, accounting for nearly 50% of the total, with significant projects like the 270MW/810MWh distributed energy storage project in Zhenjiang [15]. - The increasing scale of commercial energy storage projects is driving the development of larger projects, indicating a shift in the market towards more substantial energy storage solutions [17].

Core Viewpoint - The commercial energy storage market is expected to experience significant growth in 2025, driven by new product launches and improved efficiency metrics from various companies in the sector [2][7]. Group 1: New Product Launches - In 2025, eight energy storage companies have launched new commercial energy storage products, indicating strong confidence in the market [2][9]. - The newly released PowerStack 255CS by Sungrow features a power capacity of 125kW and storage capacities of 257kWh and 514kWh, with an all-weather comprehensive efficiency of ≥88% [3][10]. - Other companies, including Huazhi Energy and Dongfang Risheng, have also introduced new products with enhanced energy density and reduced costs, focusing on power and energy density improvements [10][11]. Group 2: Market Growth and Projections - The commercial energy storage market is projected to reach an installed capacity of approximately 12GWh in 2025 and 30GWh by 2028, supported by new policy initiatives [7][8]. - The market is expanding beyond traditional regions like Zhejiang and Jiangsu to over 20 provinces, indicating a broader adoption of commercial energy storage solutions [7]. Group 3: Efficiency and Safety Features - The PowerStack 255CS incorporates a smart energy management system that enhances revenue by 11% and features advanced safety measures, including AI health management for battery cells [6][8]. - The product's design addresses common issues in the industry, such as performance misrepresentation, by providing verified efficiency metrics based on real-world data [4][5]. Group 4: Industry Trends and Challenges - The industry is facing challenges with low-price competition, with nearly 80% of project investments not meeting expected returns, prompting a shift towards more diversified revenue models beyond traditional arbitrage [11]. - Companies are focusing on enhancing customer lifetime value through refined charging and discharging strategies, supporting various revenue models including electricity trading and virtual power plants [11].

Core Insights - The article highlights significant investments in energy storage projects in Guizhou and Gansu provinces, indicating a growing focus on energy storage infrastructure in China [1][5]. Guizhou Province - Guizhou has announced 16 energy storage projects with a total investment of approximately 9.93523 billion yuan [2]. - The projects include five capacity-related initiatives, such as a 20GWh sodium battery production line and a vanadium flow battery production base [2][3]. - The application projects total 1.75GW/3.5GWh, with most being new constructions, except for one ongoing project [3]. Specific Projects in Guizhou - The largest investment is in the Guizhou Tongren Wanshan Wind Power Intelligent Manufacturing Base, with a total investment of 2.5 billion yuan [4]. - Other notable projects include a 100MW/200MWh energy storage project in Xifeng County and a 400MW/800MWh project in Tongren City [4]. Gansu Province - Gansu has listed energy storage projects totaling 3.7GW/12.2GWh, including five large-scale electrochemical storage projects and one compressed air storage project [5]. - The Gansu projects reflect a broader trend in the region towards enhancing energy storage capabilities to support renewable energy integration [5].

Core Viewpoint - The "Green Book on Energy Storage: Industrial and Commercial Energy Storage Industry Resource Research Report 2024-2025" was officially released, highlighting the trends and applications in the industrial and commercial energy storage sector [1][2]. Group 1: Report Overview - The report was co-authored by Hangjia Energy Storage and Hangjia Research Center, with contributions from 14 major industry players, including Trina Solar and Envision Energy [2]. - The report provides a comprehensive overview of the industrial and commercial energy storage market, including policy analysis, key markets, regions, manufacturers, projects, and user demands, structured into nine systematic chapters with over a hundred core data points and visual content [3]. Group 2: Market Growth Projections - Global industrial and commercial energy storage installations are projected to reach 4.4 GW/10.9 GWh in 2024, representing a year-on-year growth of 44.56%, with expectations of 6.1 GW/15.26 GWh in 2025, indicating a growth rate of 40% [4]. - In China, the expected new installations for industrial and commercial energy storage in 2024 are 7.5 GWh, reflecting a year-on-year increase of 53.06% [4]. Group 3: Project and Pricing Insights - In 2024, there will be a total of 10,667 user-side energy storage projects in China, primarily industrial and commercial, with a total capacity of 27.026 GW/54.461 GWh, accounting for over 85% of the total [5]. - The number of grid-connected industrial and commercial energy storage projects in China is expected to reach 538, with a total capacity of 2.375 GW/6.26 GWh [6]. - The industry is transitioning from rapid growth to professional development, with companies focusing on cost reduction through technology, safety improvements, and AI data integration [7]. - The average price of energy storage systems is projected to decrease from 0.7 CNY/Wh in the second half of 2024 to 0.6 CNY/Wh in 2025, with the lowest prices potentially falling below 0.5 CNY/Wh [7].

Core Viewpoint - The conference highlighted the emerging opportunities in the commercial energy storage sector, with a focus on trends leading up to 2025 and the integration of energy storage with photovoltaic systems [1][3][29]. Industry Development - The global energy storage market is projected to add 100GW by 2025, with 2024 expected to see 77GW/183GWh of new installations, driven by energy transition, technological innovation, and supportive policies [4][5]. - China is leading the charge with a cumulative installed capacity of 73.76GW by 2024, surpassing pumped storage for the first time [5]. Technological Trends - Energy storage has transitioned from a supplementary role to a necessity, particularly with the rise of distributed photovoltaic systems, which reached a cumulative capacity of 370 million kW by the end of 2024 [6][7]. - Innovations in long-duration storage technologies, such as flow batteries and compressed air storage, are expected to enhance the capabilities of energy systems [7]. Regional Market Insights - The Southeast Asian energy storage market is estimated to reach $2.85 billion (approximately 206.733 billion RMB) in 2024, with a growth rate of 6.77%, focusing on industrial applications [8]. Investment Opportunities - The commercial energy storage sector is experiencing a shift towards higher value propositions, with investment returns becoming increasingly attractive in regions like Zhejiang, Shanghai, and Guangdong, where payback periods are under four years [12][13]. - The integration of financing solutions is seen as a way to mitigate risks and enhance cash flow for energy storage projects [21]. Market Dynamics - The commercial energy storage landscape is evolving, with new entrants gaining market share and competition intensifying among top players [18]. - The trend towards integrated solutions combining energy storage with photovoltaic systems is expected to dominate the market, driven by cost reductions and technological advancements [19][22]. Future Outlook - The industry anticipates a significant market shift due to new energy policies, which will create both challenges and opportunities for energy storage providers [29]. - The consensus among industry leaders is that only companies with core competencies in safety and operational services will thrive in the evolving market landscape [29].