Core Insights - The article emphasizes that the global climate crisis is no longer just an environmental issue but a core driver for a new industrial revolution and economic transformation, leading to the formation of an industrial cluster covering solar energy, storage, AI, and finance [1][3]. Industry Transformation - The solar industry is undergoing profound changes, with a shift in China's market demand for renewable energy, particularly solar and wind power, moving from quantitative growth to qualitative enhancement [3]. - The National Energy Administration has set clear policy guidelines, aiming for integrated development of renewable energy by 2030, emphasizing collaboration with computing facilities to enhance the reliability of renewable energy [3]. Assetization in Solar Energy - The transition from "project era" to "asset era" in distributed solar energy is significant, characterized by standardization, scalability, and tradability [3]. - The current competitive landscape in the solar sector is marked by a three-way struggle among owners, investors, and suppliers, leading to suboptimal returns for investors and quality compromises for owners [4]. Value Chain Restructuring - To address the "involution" phenomenon in the solar industry, there is a need to reshape the value chain, ensuring reasonable returns for all stakeholders, including owners, investors, and suppliers [4]. - The focus is shifting from relying on "green premiums" to achieving a balance in the "impossible triangle" of economic viability, reliability, and safety in renewable energy [4]. Storage Sector Challenges - The energy storage sector faces technical challenges, particularly in balancing long cycle life, high energy density, and rapid charge/discharge capabilities [4]. - Companies are innovating business models, transitioning from equipment suppliers to integrators and investors, as demonstrated by Guoxuan High-Tech's zero-carbon factory project [4]. Collaborative Ecosystem - The article highlights the importance of "technology-driven" and "cooperative win-win" strategies in promoting industry chain collaboration [4]. - The renewable energy sector is moving from isolated technological breakthroughs to systemic collaboration and from price competition to value co-creation, aiming to build an open, cooperative, and profit-sharing industrial ecosystem [4].