插播： 1月8日，中车株洲所、阳光电源、弘正储能、海辰储能、海尔新能源、融和元储、华储电气、天合光能、星星充电、星纪云能、汇能科技等超30 家企业出席【行家说储能开盛年会】，报名欢迎联系行家说储能辛迪 Cindy：15989092696 （微信同号） 12月24日，融和元储在北京举办新品发布会，以"「十」至名归，「能」见未来"为主题，正式宣布公司 运营资产规模突破10GWh大关 。 站在规模化运营的新起点，融和元储重磅 发布"元储·海内经"操作系统 ，并面向AI算力时代的能源挑战， 推出AIDC绿电直连系统解决方案及产品 ，以此开 启运营驱动、生态协同的储能发展新范式。 ▋ 锚定运营，10GWh背后的"长期主义" 以运营为驱动力，融和元储从"元储·海内经"操作系统延伸到具体场景与产品创新，通过"产品与运营双轮迭代"的业务模式，推动运营能力向解决方案高效转 化。 随着136号文等政策颁布，电力市场改革正迈向"深水区"，储能从"成本项"逐渐转变成持续产生收益的"价值资产"，行业共识逐渐形成："运营"将成为解锁 储能后市场的关键钥匙。 据融和元储透露，在行业变革浪潮席卷之前，其就已认知到储能的终极价值不在于一次性销 ...

Core Viewpoint - The energy storage industry is transitioning from policy-driven to market-driven, leading to a competitive landscape where operational capabilities will be crucial for commercial energy storage manufacturers [2] Group 1: Strategic Choices of Commercial Energy Storage Manufacturers - Manufacturers can be categorized into three types based on their strategic focus: 1. **Specialized Type**: Focus solely on equipment manufacturing or asset operation, maintaining a single track [2] 2. **Dual-Track Type**: Engage in both equipment manufacturing and energy operation, developing in parallel [2] 3. **Collaborative Type**: Centered on equipment while integrating operation as a supportive service, enhancing operational capabilities [2] - Each type faces unique challenges, such as the need for specialized manufacturers to adapt to increasing operational demands and dual-track manufacturers to overcome barriers between manufacturing and operational capabilities [2][8] Group 2: Current Market Participation - According to research, approximately 42.11% of companies primarily supply energy storage systems or components, while 10.53% extend into operational aspects [3] - Another 10.53% adopt a strategy of "selling through investment," and 26.32% are fully engaged in investment, equipment supply, and operation [3] Group 3: Operational Strategies and Innovations - Companies like 联盛新能源 have successfully enhanced project value through strategies such as dynamic price response and load management, achieving a 23.2% increase in daily equipment utilization [9] - 采日能源 has established a smart energy operation division, integrating equipment sales with energy operation to create a comprehensive service platform [14] - 融和元储 has developed an AI-driven operation platform that optimizes operational strategies, resulting in a 35% increase in daily revenue for specific projects [14] Group 4: Challenges in Transitioning to Operations - Equipment manufacturers face structural barriers in transitioning to operational roles, including conflicts between hardware focus and operational capabilities, as well as resource accessibility issues [8] - The competition for operational rights reflects a reallocation of the energy storage value chain, where hardware manufacturing is becoming a low-margin area while high-value operations depend on load aggregation and trading capabilities [8] Group 5: Collaborative and Integrated Approaches - Many manufacturers are adopting a collaborative model, focusing on equipment delivery while providing operational support as part of their service offerings [15] - Companies like 远景科技集团 emphasize the importance of integrated capabilities, combining hardware reliability with intelligent software for comprehensive energy management [16] - 天合光能 and 东方日升 are also shifting towards full-stack operational services, enhancing revenue generation through optimized operational strategies [17][18]

Core Viewpoint - The article emphasizes the acceleration of power market reforms by 2025, marking the beginning of an energy operation era, where the transition from "passive response" to "active strategy" in energy storage operations through AI strategies is crucial for future success [1]. Group 1: AI Empowerment in Energy Storage - The upgraded AI-enabled intelligent trading and VPP operation platform by Ronghe Yuanshu is designed for independent and user-side energy storage to participate in the electricity market, significantly enhancing operational efficiency through automated market predictions and daily trading strategies [3][6]. - The "Ronghe·Baize" self-learning system has processed over 100,000 industry failure cases, improving data processing efficiency by nearly 80% and reducing operational costs by 12% [6]. Group 2: Strategic Partnerships and Industry Recognition - Ronghe Yuanshu has secured strategic operational agreements with key partners such as Huaneng Jingshun and China Construction Eighth Engineering Division, validating market trust in its operational capabilities and promoting industry growth [7]. - The "Ronghe·Baize" digital platform received recognition at the 9th International Energy Storage Innovation Competition, winning awards for its innovative value in the energy storage sector [7]. Group 3: Product Innovations and Global Expansion - The company showcased several upgraded products at the exhibition, including the "Ronghe·Tianlu 3.0 Plus" and "Ronghe·Xuanwu" liquid-cooled energy storage systems, highlighting its commitment to product innovation [9][10]. - A strategic cooperation agreement was signed with TÜV SÜD to enhance the sustainable supply chain in the energy storage industry, focusing on zero-carbon factories and compliance with new EU battery regulations [13]. Group 4: Future Vision and Mission - Ronghe Yuanshu aims to provide safer, smarter, and more efficient energy storage solutions, aligning with the mission of "co-storage of all things, harmonious coexistence" to support a sustainable future based on green energy systems [15].