行家说储能 在储能行业经历剧烈震荡的2025年，当大多数企业仍在价格战的泥潭中挣扎或追逐出海热潮时，在今年的EESA展会上，两家企业的"反向操作"引发了业内关注： 一是过去三年主动收缩储能战线的工控龙头汇川技术，今年高调重返并聚焦工商业储能； 二是长期深耕欧洲市场的量道储能，带着其超越简单堆叠技术整合的3S融合架构产品发力国内市场；并且在EESA上表态，将带着市场主流产品——261kWh液冷一 体机（非3S融合架构版），正式深耕国内市场，且设置了价格悬念，引发市场关注。 8月27日，悬念终于揭晓。量道储能发布的261kWh液冷一体机产品进入限时优惠：以0.599元/Wh（宁德时代314Ah电芯）、0.549元/Wh（中创新航314Ah电芯）"交 个朋友价"推动合作，展现入市诚意。 NO2. 3S融合架构是否切中当前国内市场痛点？ NO3. "交个朋友价"能否助力其应对国内市场的特殊挑战？ 为何在出海热潮中转身？ 国内市场拐点的双重信号 01 2025年被业内称为"储能行业第一个死亡周期"的起点，市场上流传着"不出海就等死"的悲观论调。正是在这种集体焦虑中，量道储能却反其道而行，瞄准了国内市 场可能被忽视的结构 ...

Core Viewpoint - Haitong International projects that Xiaomi's YU7 may achieve monthly deliveries exceeding 40,000 units by the end of the year, despite a slight decline in June sales [1] Industry Summary - Major automakers in China are launching promotional discounts to capture market share as they report June sales figures [1] - The competitive landscape is expected to shift towards service upgrades, quality and price balance, and technological advancements as regulatory pressures increase [1] Company Summary - Xiaomi's automobile sales in June surpassed 25,000 units, reflecting a month-over-month decline of approximately 3,000 units [1] - The YU7 model was launched on June 26, securing over 240,000 orders within 18 hours, indicating strong market interest [1] - The main challenge for Xiaomi lies in the delivery process, with the pace of the factory's second-phase capacity release being a critical variable [1]