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储能行业高质量发展
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工信部就辅助驾驶国家标准公开征求意见;宁德时代曾毓群:部分储能项目实际运行寿命不到承诺的25% | 汽车早参
Mei Ri Jing Ji Xin Wen· 2025-09-17 11:10
每经记者|董天意 实习生 张艺彤 每经编辑|余婷婷 点评:该标准填补了我国组合驾驶辅助系统产品安全基线空白,将为行业准入、质量监督和事后追溯提 供关键技术依据,有助于全面提升产品安全水平,切实保障人民群众生命财产安全。未来智能网联汽车 市场将迎来监管规范与技术创新的双重驱动,促进市场的可持续发展。 NO.3 宁德时代曾毓群:部分储能项目实际运行寿命不到承诺的25% 9月17日,在"2025世界储能大会"上,宁德时代董事长曾毓群发表了演讲。他指出,当前储能行业发展 仍存在众多挑战:三年间,储能系统价格下降了约80%,价格战今年已经蔓延到了海外,不仅让毛利率 急速缩水,而且做法也不可持续;有的企业不在研发上发力,只在产品参数上做文章,部分项目的实际 运行寿命远低于企业承诺,甚至不到承诺时间的25%;不少企业选择走捷径,倾向于抄袭,而非自主创 新、自主研发,技术同质化问题显现;目前注册的储能企业已经超过30万家,全面市场化将加速行业洗 牌淘汰。曾毓群认为,这些问题反映出储能产业生态仍需完善,要实现储能行业高质量发展,必须构建 创新型的产业生态。 |2025年9月18日 星期四| NO.1 李家超:香港支持市场发展换 ...
融和元储完成超亿元B轮融资,逆势再创高质量增长里程碑
Core Insights - Ronghe Yuanchu has successfully completed a strategic B-round financing exceeding 100 million yuan, backed by CIMC Capital, Yongkang Industrial Investment, and Yuanxin Capital, despite a tightening financing environment in the energy storage industry [1] - The company aims to enhance product and technology innovation, deepen lifecycle operation capabilities, and accelerate overseas market expansion, solidifying its leading position in the global energy storage sector [1][6] - The financing completion signifies market recognition of the company's comprehensive strength and long-term development potential, marking the beginning of a new phase of high-quality growth [1] Company Strategy and Market Position - Founded in 2019, Ronghe Yuanchu aims to become a global leader in zero-carbon energy operations centered around energy storage, focusing on operational excellence rather than price competition [2] - The company has ranked among the top ten global energy storage companies according to Wood Mackenzie, reflecting its competitive edge and influence in the market [2] Operational Capabilities - Ronghe Yuanchu provides full-chain value empowerment for energy storage assets, covering research and development, project planning, system delivery, and asset operation [4] - The company focuses on energy digitalization products, large-scale energy storage system integration, commercial energy storage products, and green electric vehicle energy products, while also exploring new energy storage technologies [4] - By Q1 2025, the company is expected to have shipped over 14 GWh of products and achieved an operational asset scale exceeding 7.2 GWh, maintaining a top-five position in national spot trading strategy platform returns [4] Industry Challenges and Company Resilience - The energy storage market has faced significant challenges since the second half of 2023, including price volatility, excess capacity, and stricter regulatory scrutiny, leading to a cautious investment climate [5][6] - Despite these challenges, Ronghe Yuanchu has attracted substantial investment, indicating its unique value in the industry and the certainty of its growth trajectory [6] - The company remains committed to long-term value creation through technological innovation, market collaboration, and responsible practices, aiming to drive high-quality development in the energy storage sector [6]