本报讯(记者马薇李顺顺)11月13日，无锡举办超级场景发布暨场景创新供需对接活动，正式发布第三个 城市级超级场景——"无限锡引，能碳未来"。至此，无锡已推动80个城市级超级场景项目达成合作，合 作金额突破40亿元。 此次推出的"无限锡引，能碳未来"城市级超级场景，以"绿色转型、技术赋能、系统降碳"为引领，围绕 能源系统、工业生产、城市生活三大维度，深度融合先进光伏、新型储能、零碳园区、近零碳改造等15 个独立场景方向，探索能源结构优化、产业绿色升级和生活低碳转型的城市绿色发展实践路径。以场景 为锚点，一批企业展示了强大的绿色创新能力，朗新科技的朗新九功AI能源大模型，可与虚拟电厂、 零碳园区等场景融合；华为数字能源带来的光储充一体化方案通过光伏车棚、超充主机与储能产品协 同，为新能源汽车提供绿色快充；日托光伏自主研发创新型的轻质组件产品，重量相比传统玻璃组件减 少了50%，安装效率提升60%……150余家企业现场开展供需对接，有效促进低碳创新需求与技术供给 的精准匹配。 场景是连接技术与产业、打通研发与市场的重要桥梁。今年以来，无锡率先启动场景建设，先后发 布"零动未来""焕新未来""能碳未来"三个城市级超级 ...

Core Insights - The recent policy changes in China regarding the commercialization of energy storage have created significant challenges for traditional business models that rely on peak-valley price differences [1] - Despite these challenges, the demand for commercial energy storage is surging, with an expected addition of 2.95 GW/7.02 GWh of new installations in 2024 and over 200,000 industry players [1][11] Group 1: Industry Trends - The industry is shifting from hardware price competition to a comprehensive competition model that emphasizes technology, services, and ecosystem integration [2] - Leading companies like Envision and CATL are leveraging software capabilities and innovative technologies to enhance revenue certainty despite narrowing price differentials [2][4] - The competitive landscape is increasingly focused on software capabilities, with companies like Envision connecting 324 million smart devices and 788 GW of energy assets through their EnOS platform [4] Group 2: Financial Innovations - Companies are addressing the high financing costs and long payback periods in the commercial energy storage sector through innovative financial models [5][6] - Envision's "Yiqi Storage" plan has successfully reduced financing rates from an industry average of 8% to 4.5% by collaborating with financial institutions [6] - CATL has increased its stake in the commercial energy storage company Xianyang New Energy to 99.5051%, enhancing its project development capabilities [6] Group 3: Ecosystem Development - The industry is moving towards a "platform + scenario" approach, with companies like Envision and Huawei developing integrated solutions that enhance efficiency across various energy systems [7] - The "Storage +" model is expanding from "Storage + PV" to include "Storage + Charging Stations" and "Storage + Building Loads," which can significantly improve project returns [7] Group 4: Global Expansion - Chinese companies are accelerating their international expansion, with Envision and Huawei entering high-end markets in Europe with integrated software and hardware solutions [8][9][10] - CATL is establishing a presence in North America, focusing on customized trading strategies and increasing production capacity in Germany [10] - The European market is becoming increasingly competitive, with a focus on technology, while emerging markets in Southeast Asia and Latin America are more price-sensitive [10] Group 5: Future Outlook - The commercial energy storage industry is transitioning from being policy-driven to market-driven, with predictions of over 5 GW of new installations by 2025 [11] - Companies that can build certainty amid uncertainty through core technologies, innovative models, and ecosystem integration are expected to thrive [11]