（来源：行家说储能） ▋"高调联手"，一次战略升维 1月20日，苏州汇川技术有限公司与弘正储能（上海）能源科技有限公司在苏州签署战略合作协议。 行家说储能综合双方消息发现，此次合作是双方携手迈入大型独立储能电站领域的里程碑，未来将围绕储能PCS（变流器）研发、市场协同及解决方案创 新开展深度合作，以构建协同共生的产业生态体系，也为处于规模化关键阶段的储能行业提供了"以确定性应对波动、以价值共创超越低价竞争"的行业路 径。 协议指出，双方将围绕在技术与产品协同方面、在产能与供应链协同方面、在场景价值共创三大维度构建闭环合作体系。 从弘正储能的角度来看，向大储业务的可能性试水和适度延伸，或是其在工商业储能收益青黄不接、市场不确定性的背景下，应对行业波动、增强发展确 定性的战略选择。而对早已涉足大型储能PCS的汇川技术而言，此次合作也意味着其正通过联合，进一步巩固和深化在大型独立储能电站领域的布局与竞 争力。 ▋收益青黄不接，工商储的路径分野 从上述合作的背景来看，工商业储能市场与企业正面临转型的阵痛期。 一方面，全国性分时电价政策的调整使得峰谷价差普遍收窄，加之电力市场化改革的深入推进，未来静态电价模型可能逐步被 ...

Core Viewpoint - The strategic partnership between Hongzheng Energy and Huichuan Technology marks a significant shift in the energy storage industry, aiming to address challenges in commercial energy storage and explore opportunities in large-scale independent energy storage [4][7]. Group 1: Strategic Collaboration - On January 20, Huichuan Technology and Hongzheng Energy signed a strategic cooperation agreement to enter the large independent energy storage sector, focusing on collaborative development in energy storage PCS (power conversion systems), market synergy, and innovative solutions [4]. - The partnership aims to create a symbiotic industrial ecosystem, providing a pathway for the energy storage industry to respond to volatility and move beyond price competition [4][7]. Group 2: Industry Challenges - The commercial energy storage market is experiencing a transformation period, with narrowing peak-valley price differences due to national pricing policy adjustments and deeper market reforms, leading to the obsolescence of traditional profit models [8]. - Intense homogenization competition has resulted in significant price declines, squeezing profit margins and forcing some companies to exit the market, while others seek new survival and growth paths [8]. Group 3: Market Outlook - Industry experts predict that 2026 will be a pivotal year for independent energy storage, prompting some commercial energy storage companies to pivot towards this sector for sustainable profit models and new growth opportunities [8]. - Transitioning to large-scale energy storage is complex, requiring comprehensive capabilities due to high investment costs, long construction periods, and stringent technical standards [8]. Group 4: Differentiation Strategies - Companies are increasingly adopting distinct strategies to navigate challenges, focusing on niche markets and aligning with local energy policies to develop tailored products and services [9]. - Another approach involves deep innovation in specific technical needs within the commercial energy storage market, such as AI scheduling and customized solutions, to establish competitive advantages [9]. Group 5: Business Model Innovation - A shift from equipment manufacturing to asset-light value operation is emerging, leveraging AI algorithms and digital platforms to create "virtual power plants" that facilitate intelligent scheduling and electricity trading [10]. - This model reduces capital investment barriers and relies on algorithmic capabilities and customer resource integration to carve out a niche in a competitive ecosystem [10].