储能行业生态共建

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储能行业洗牌加剧 宁德时代发布储能智能管理平台推动行业生态共建
Zheng Quan Ri Bao Wang· 2025-04-11 13:47
Core Insights - The launch of the "Tianheng·Smart Storage" platform by CATL marks a shift in the energy storage industry from extensive expansion to refined operations, emphasizing the strategic intent of leading companies to reshape the industry through technological standards and supply chain collaboration [1][2] Industry Trends - The energy storage sector in China is expected to see a record new installed capacity of 43.7 GW in 2024, maintaining its position as the global leader for three consecutive years [2] - The industry is facing structural contradictions due to blind expansion, with many inefficient projects becoming "ornamental projects" and potentially retiring within three to five years [2] - The cancellation of mandatory storage policies in 2025 will intensify market competition, leading to a significant increase in industry concentration [2] Technological Advancements - The "Tianheng·Smart Storage" platform aims to enhance the efficiency of energy storage project management and operations, integrating AI, big data, and innovative technologies to create standardized management paradigms [2][3] - The platform boasts an algorithm accuracy of ≥99.99%, providing a seven-day advance warning for faults, significantly improving operational safety [2] Strategic Collaborations - Leading companies are recognizing the need for deeper marketization and intelligent processes, focusing on hardware-software integration and expanding upstream and downstream collaborations to explore profitability in energy storage projects [3] - CATL has established 67 energy storage-related companies with a total investment exceeding 46.5 billion yuan, covering various aspects of the energy storage ecosystem [3] Future Outlook - The industry is expected to transition from a focus on single product manufacturing to energy ecosystem integration, with value management becoming a more viable path as market-driven policies replace mandatory ones [3] - The emphasis on technological innovation and smart services is crucial for energy storage companies to enhance competitiveness and adapt to the accelerating pace of technological iteration [4]