"山东的'五段式'电价让我们的储能项目峰谷套利空间翻倍，而浙江的新电价政策却让收益直接打七 折，不同省份的政策差异，让企业布局时得精打细算。"江苏瓦特储能技术公司负责人徐东的感慨，道 出了当前储能行业的普遍困惑。 今年以来，我国多地相继出台分时电价优化政策，通过调整时段划分、浮动比例、执行范围等核心要 素，用价格杠杆引导电力资源配置。一场以"市场化定价、动态化调整"为核心的分时电价改革，正彻底 重构储能行业的发展逻辑。曾经依赖固定峰谷价差套利的储能产业，如今站在"政策托底退坡、市场竞 争提速"的十字路口，如何在波动的价格信号中寻找新的盈利路径，成为全行业的核心命题。 电价信号引导产业布局 来源：中国城市报 "以前峰谷价差小，储能项目回本难；现在山东的深谷电价低至0.2元/千瓦时，尖峰电价冲到1.2元/千瓦 时，最大价差近1元，我们的工商业储能项目回收周期能缩短2—3年。"山东省青岛市某储能电站运营总 监王磊给中国城市报记者算了一笔"收益账"。作为电力市场化改革的先锋，山东省2025年全面推行"五 段式"分时电价，将全天划分为尖、峰、平、谷、深谷五个时段，工商业用户尖峰电价较平段上浮 100%，深谷电价下浮90 ...

Core Insights - The energy storage industry is currently undergoing a critical transformation, facing five major challenges including safety issues and intense price competition [2][3] Group 1: Safety Concerns - As of May this year, there have been 167 recorded safety incidents in the global energy storage sector, raising significant concerns about the reliability of storage systems [2] - The Beijing Dahongmen storage accident has had a profound impact, threatening to undermine public trust and investment in the industry if further incidents occur [2] Group 2: Price Competition - Over the past three years, the price of energy storage systems has decreased by approximately 80%, with recent bids for certain projects falling below 0.4 yuan per watt, which is unsustainable and deviates from actual costs [2][3] - The price war has extended to international markets, leading to rapid erosion of profit margins for storage companies and creating a competitive environment that is detrimental to long-term sustainability [3] Group 3: Product Integrity - There are issues with inflated product specifications and false advertising, as some companies focus on marketing rather than genuine research and development [3] - Research indicates that some energy storage products have operational lifespans that are only 25% of what was promised, raising concerns about product reliability [3] Group 4: Technological Homogeneity - The industry is experiencing a trend of technological sameness, with many companies opting for shortcuts such as copying existing technologies instead of pursuing independent innovation [3] Group 5: Market Saturation - The number of registered energy storage companies has exceeded 300,000, leading to a chaotic market environment that is expected to result in significant industry consolidation and the exit of many firms [3] - This could lead to the emergence of "orphan" energy storage stations, where facilities remain operational despite the parent company going bankrupt, shifting maintenance responsibilities to society and the state [3]

9月17日，在2025世界储能大会上，宁德时代创始人、董事长曾毓群表示，目前储能产业处于转型的关 键时期，行业主要存在安全隐患、价格竞争激烈、无序扩张等五大挑战。 首先是安全隐患需要高度重视。根据不完全统计，到2025年5月，全球已发生了167起储能安全事故。随 着储能系统调用频率提高，储能电站的安全面临着更大的考验，很多独立储能重要储能节点电站不能休 息，一直在工作，经受着时间的考验。 其次是价格竞争异常激烈。据曾毓群介绍，近三年间，我国储能系统价格下降了约八成，近期某个集采 项目的中标价格甚至低过了0.4元/Wh，严重偏离成本。他认为，低价必然带来减量、减配，为行业埋下 了质量安全隐患。 截至9月17日发稿前，宁德时代A股上涨6.95%，报377.97元/股，市值为1.72万亿元；其H股上涨5.24%， 报502港元/股，市值为2.29万亿港元。 针对上述问题，曾毓群提出了四项建议，包括坚守储能安全底线、构建实证可信的市场环境、加强知识 产权保护、鼓励创新，以及储能的创新发展要面向零碳未来。 根据CNESA DataLink全球储能数据库的不完全统计，截至2025年6月底，中国电力储能累计装机规模 164 ...

Group 1 - The core message of the news is the launch of the ePower A2 immersion energy storage product and mobile energy storage vehicle series by Hongying New Energy, emphasizing "absolute safety" as the foundation for innovative energy storage solutions for energy transition [1][2] - The ePower A2 product utilizes full immersion cooling technology to address thermal runaway safety issues, supporting stable supply of volatile renewable energy and aiding in the green energy transition of data centers and the construction of new power systems [1][2] - The immersion protection system completely submerges battery modules in immersion liquid, isolating oxygen and eliminating hazards at the source, with thermal runaway tests showing a maximum temperature of only 57.3°C after one hour, significantly lower than traditional cooling methods [1][2] Group 2 - The product can replace diesel generators, UPS, and storage batteries, featuring a temperature control integrated solution that enhances heat transfer efficiency and battery consistency, achieving over 90% system charge and discharge efficiency and extending overall lifespan by 30%-50% while reducing LCOE by 20% [2] - The high safety of the immersion storage technology allows for deployment in various high-safety-demand scenarios, such as data centers and charging stations, with a modular design that improves space utilization by 30% [2] - Currently, the immersion product has been applied in a data center project with a capacity of 30MW/60MWh, replacing diesel generators for emergency power supply and reducing operational costs while addressing temperature and fire safety concerns [2] Group 3 - At the launch event, Hongying New Energy established strategic partnerships with key players such as the Tonglu government and other organizations to work towards achieving zero-carbon goals [3] - The company aims to strengthen research and development efforts and collaborate with global partners to promote the energy storage industry towards a safer, more efficient, and sustainable direction, contributing significantly to global energy transition [3]