Core Viewpoint - The article discusses the rapid expansion of China's new energy storage industry, highlighting the issue of "growth-oriented surplus" and the imbalance between manufacturing and application development, particularly in Guangdong and Zhejiang provinces. It emphasizes the need for a shift from a manufacturing-driven to an application-driven model for sustainable development in the energy storage sector [1][2]. Industry Development Foundation - Both Zhejiang and Guangdong are major economic provinces with significant electricity demand, driven by their large industrial bases and urbanization. The transition towards renewable energy and the "dual carbon" goals have increased the demand for new energy storage solutions [3]. - Zhejiang's electricity structure is characterized by a balanced mix of renewable energy, thermal power, and imported electricity, leading to a surge in user-side and grid-side energy storage. In contrast, Guangdong's electricity structure is heavily reliant on high-load industries, necessitating a focus on peak shaving and system stability [4][5]. New Energy Storage Industry Chain Development - Zhejiang focuses on application-driven development, leveraging its strong photovoltaic industry and vibrant private sector to foster innovation in energy storage applications. This has led to the emergence of leading companies in system integration and energy services [6]. - Guangdong, on the other hand, emphasizes manufacturing capabilities, having established a complete energy storage industry chain from battery materials to system integration. This manufacturing-centric approach provides advantages in cost control and international market expansion [7]. Policy and Market Environment - Zhejiang has implemented a multi-faceted policy approach that includes local governance innovations, price incentives, and financial subsidies to stimulate demand and remove market barriers. This has resulted in a mature commercial ecosystem for user-side energy storage [8][9]. - Guangdong's policy framework is characterized by top-down planning and strategic positioning, integrating energy storage into its provincial energy strategy. However, the user-side energy storage market is still in its infancy and requires targeted market and financial tools to accelerate local adoption [10][11]. Policy Precision Guidance - Zhejiang's unique policy framework focuses on creating a comprehensive set of market rules and safety standards, enhancing project efficiency and ensuring safety in energy storage development. This includes significant price signals and local subsidy policies to boost user-side storage investments [10][11]. Scene Innovation Drive - Under the guidance of policies, Zhejiang has seen continuous expansion in energy storage applications, with innovative models emerging in virtual power plants and integrated energy solutions. This multi-layered development provides stable market expectations and fosters technological innovation [12][13]. Industrial Ecosystem Upgrade - Zhejiang has built a symbiotic ecosystem for energy storage, driven by demand and supported by industrial clusters. The province aims to achieve significant revenue and production capacity milestones by 2025, fostering a collaborative development mechanism among various stakeholders [14][15]. Common Challenges Faced by Zhejiang and Guangdong - Both provinces face challenges in policy alignment and market mechanisms, which hinder the large-scale commercialization of new energy storage solutions. Issues include intensified competition within the industry and the need for innovative business models [19]. - Guangdong specifically struggles with the imbalance between its strong manufacturing capabilities and the slower development of application scenarios, leading to a cycle of overcapacity and price declines [20]. Recommendations for Guangdong - Guangdong should establish a long-term support framework for energy storage development, optimizing price mechanisms and ensuring stable returns for investors. This includes enhancing safety standards and lifecycle management for energy storage projects [21][22]. - The province needs to refine its market mechanisms to facilitate diverse revenue channels for energy storage, encouraging participation from various stakeholders and promoting cross-regional trading [22][23]. - Regional collaboration should be emphasized, with different areas focusing on complementary roles within the energy storage ecosystem to enhance overall market integration and efficiency [23].

Core Insights - The core viewpoint emphasizes the importance of an "application-oriented" approach to bridge the gap between technology and its practical applications, ensuring that AI solutions address real-world problems [1][5]. Group 1: Application-Oriented AI Business - The company integrates the "application-oriented" philosophy throughout its AI business, focusing on solving actual problems [2]. - It has developed a model matrix consisting of self-developed models, including Tianxing and Zhizhe Qianwen, to support three core business platforms: AI Marketing SaaS, Spatial Intelligence MaaS, and Mobile Application Distribution PaaS [2]. - The AI Marketing SaaS platform has achieved a 150% increase in operational efficiency for tourism clients, with AI customer service response and accuracy rates reaching 99% [2]. Group 2: ABC Framework for Embodied Intelligence - The BehavisionPro Spatial Intelligence MaaS platform utilizes the ABC (Assets-Behavior-Client) framework to address challenges in embodied intelligence, such as perception, decision-making, and execution [3][4]. - The platform has built a comprehensive multimodal data system, accumulating over 150,000 3D data entries and 650,000 multimodal data entries, with its 3D articulated dataset ranking high on global download charts [3][4]. - The platform enhances robots' logical reasoning and dynamic response capabilities through the Zhizhe Qianwen model, facilitating efficient task planning and execution [4]. Group 3: Long-Term Viability of AI Solutions - The dialogue highlights that AI solutions must effectively solve real-world problems to ensure long-term viability, with the company adopting a solid path that focuses on real scene demands and high-quality data [5][6]. - The company believes that technological innovation must ultimately return to the ability to address industry-specific challenges, reinforcing the value of technology in practical applications [6].