对国人而言，这种"老字号 新手艺"的组合更靠谱，公用事业的成长讲究的是持续性和确定性，电力、天然气、自来水这类刚需业务能稳定产现金流， 恰恰为储能等成长性业务提供了资金和时间的缓冲，这叫"稳住基本盘，慢慢放大筹码"。 财务面并不惊艳，2025年前三季度营收二十三点九九亿，同比增三点二七，净利润七千二百八十三点二万，同比增六点二二，但对公用事业而言，稳 比快重要，稳意味着现金流可预期，意味着在利率、政策震荡时存活能力更强；而且，这家企业连续多年入选中国能源企业五百强，这不是口号，是 行业认可。 矛盾也是真实存在的，公用事业的成长性有天花板，储能虽是风口，但当前仍处于培育期，短期对整体利润拉动有限，且区域电网的优势同样意味着 地域扩张受限，要走出四川，还需政策、资本与运营三方面配合，换言之，乐山电力的路子并非坦途，而是脚踏实地的长期赛道。 外资来了，不是随便逛街，是掏钱出手，高盛、瑞银、摩根士丹利、摩根大通四家都在名单上，其中三家在2025年第三季度主动加仓，这种齐刷刷的 热情，不是三言两语能解释清楚，但至少说明一个事实——某些价值被市场忽视了，而有眼光的资金看到了。 先说最直观的利器，那便是独立电网，这不是花架 ...

Core Viewpoint - The article discusses the transformation of the commercial and industrial energy storage sector from being policy-driven to market-driven, highlighting the challenges and opportunities that arise from this shift [1]. Group 1: Event Overview - The "2025 Global User-Side Energy Storage Industry Value Summit and Application Demonstration Exhibition" is organized to explore the development of commercial energy storage, gathering nearly 20 leading companies and over 3000 LED optoelectronic and construction enterprises [1]. - The event aims to strengthen project connections in the LED optoelectronic industry and uncover new business opportunities in commercial energy storage [1]. Group 2: Key Highlights - The summit will feature insights from 20 leading companies, sharing practical experiences and exploring innovative development paths for commercial energy storage under new policies [4]. - A first-of-its-kind energy storage guide will be released, tailored for users, investors, operators, and developers in the commercial energy storage sector [4]. - The event will focus on user-side energy storage projects, evaluating the top 10 projects based on safety, profitability, and demonstration aspects to establish benchmarks [4]. Group 3: Agenda and Speakers - The agenda includes a global analysis of the user-side energy storage market, with a focus on project rankings and investment recommendations [5]. - Notable sessions will cover topics such as digital empowerment in commercial storage, addressing price anxiety, and exploring diverse application scenarios for energy storage [6]. - The summit will also feature discussions on innovative paths for commercial energy storage driven by new policies, with participation from various industry experts [6].