储无忧

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当躺赢红利消退:工商业储能如何赢战?
行家说储能· 2025-08-01 09:59
行家说储能 2025年,中国工商业储能行业迎来深度变革的关键节点,政策与市场的双重变量正在加速行业价值逻辑的重构。 随着 136号文推动新能源全面入市、394号文加速电力现货市场建设,新型储能正从政策驱动向市场化价值转型。同时,全国多地分时电价机制调整,峰谷价差普遍 收窄,传统依赖单一峰谷套利的工商业储能模式面临根本性挑战;叠加居高不下的运维成本和频发的安全风险等,曾经依靠硬件堆砌的玩家们集体陷入"收益不确定 性"的焦虑中。 当"政策红利期"终结,"能力竞争期"开启,企业必须依靠技术创新、运营效率与生态协同等内生能力"真刀真枪"角逐。 破局的关键,在于谁能率先破解"收益-运维- 安全"的三重困局,谁就能在新周期中掌握主动权。 今年SNEC展会上,弘正储能推出的"储无忧"产品,正提供了这样的破局思路:通过"软硬件+服务"一站式模式,构建覆盖"收益无忧、运维无忧、安全无忧"的全链 路解决方案,为行业突围提供了关键路径。 ▋ 不确定性时代,如何锁定收益? 在工商业储能的投资逻辑中,收益始终是最核心的命题,但这一命题的变量正经历深刻演变:电力市场化改革加速,峰谷价差波动加剧、现货交易试点扩大,传统 峰谷套利空间被压缩 ...
弘正储能创始人、董事长封安华:找准储能行业差异化突围之道
Zhong Guo Neng Yuan Wang· 2025-06-16 03:04
Core Insights - The dialogue during the 2025 International Solar Photovoltaic and Smart Energy Conference highlighted the strategic focus of Hongzheng Energy on digital technology to differentiate itself in the competitive energy storage industry [1][2]. Group 1: Industry Trends - The energy storage industry is facing intense competition, characterized by both technological prowess and cost pressures, leading to a focus on commercial energy storage as a niche market [2][3]. - The implementation of the "Document No. 136" is pushing the energy storage sector into a market-driven phase, with a significant shift towards integrating virtual power plants and electricity trading [3][4]. Group 2: Company Strategy - Hongzheng Energy has chosen to concentrate on the commercial energy storage sector, emphasizing customized solutions and digital capabilities to create a competitive edge [2][5]. - The company has invested over 50% of its personnel in research and development, aiming to transition energy storage from functional devices to intelligent platforms [4][5]. Group 3: Product Innovations - Hongzheng Energy has launched three digital products addressing industry pain points, including an AI-driven electricity trading decision-making tool, a new generation storage operation platform, and an advanced battery safety diagnostic system [4][5]. - The "Worry-Free Storage" commercial product offers a comprehensive solution that optimizes economic operations and captures market fluctuations, enhancing customer value [5]. Group 4: Global Expansion - The company is shifting its overseas strategy from a broad approach to a focused one, targeting specific regions like Eastern Europe for localized partnerships and production [6][7]. - Hongzheng Energy believes in the global competitiveness of China's manufacturing industry, viewing it as a significant advantage for its international expansion efforts [6][7]. Group 5: Market Outlook - The value of energy storage is expected to increase as it becomes a crucial component in the power system, especially in the context of achieving carbon neutrality goals [7]. - The company’s commitment to deep focus and continuous innovation is seen as essential for navigating the competitive landscape and finding new opportunities in the energy storage market [7].