Core Viewpoint - The end of the mandatory energy storage policy marks a significant shift in the energy storage industry, prompting companies to adapt to market-driven dynamics rather than relying on policy incentives [1][4]. Market Transition - The new policy allows for a market-driven approach, with existing projects benefiting from a price guarantee while new projects will determine prices through competition [2][3]. - A "rush to install" is observed as companies expedite project completions to secure expected returns before the policy changes take full effect [2]. - Predictions indicate that China's new energy storage installations may exceed 30 GW this year, with cumulative capacity projected to reach between 236.1 GW and 291.2 GW by 2030 under different scenarios [3]. Technological Innovation - The removal of mandatory energy storage requirements necessitates that companies demonstrate their value in market-driven scenarios, focusing on technological advancements [4]. - Significant advancements in energy storage systems are evident, with standard container capacities exceeding 6 MWh, and some high-end products reaching over 9 MWh, doubling the capacity compared to 2023 [5]. - Innovations in battery cell technology, such as the introduction of 700 Ah long-cycle cells, enhance system efficiency and lifespan, with some systems achieving over 15,000 cycles [5][6]. AI Integration - The integration of AI into energy storage systems is emerging as a critical trend, with companies showcasing AI-driven management systems at industry events [7][8]. - AI technologies are enhancing operational efficiency, predictive maintenance, and safety monitoring, transforming energy storage systems into intelligent entities capable of autonomous decision-making [7][8]. - Challenges remain in data processing capabilities, which hinder the full potential of AI applications in the energy storage sector [8].

Core Viewpoint - The release of the "Document No. 136" by the National Development and Reform Commission and the National Energy Administration marks a significant shift in the renewable energy sector, particularly with the cancellation of mandatory energy storage requirements, which is seen as a pivotal moment for the industry [1][2]. Industry Impact - The cancellation of mandatory energy storage is expected to bring new dynamics to the new energy storage industry, with a long-term impact on the renewable energy sector [1]. - In the short term, the previous "531" policy led to a surge in installations, but the resulting price competition has created a challenging survival environment for industry players [1]. - The withdrawal of the "mandatory energy storage" policy is anticipated to trigger a reshuffling in the industry, with low-quality production capacity likely to be eliminated [1]. Market Dynamics - The market is transitioning from a price war to a value war as the industry matures, emphasizing the need for precise value anchors in business models [2]. - Capital investment is becoming more rational, with manufacturers exploring innovative specifications, such as the introduction of a 392Ah battery cell, indicating a strategic search for market positioning among second-tier battery manufacturers [2]. Competitive Landscape - Leading companies like CATL and Sungrow did not launch new hardware products at the recent exhibition, instead focusing on software solutions and safety improvements in energy storage [2]. - The emergence of a "soft power arms race" among industry leaders suggests a shift from extensive development to a more refined and detailed approach to competition [2].

4月10日， ESIE 2025正式启幕，所有储能企业几乎齐聚 北京，同台炫技"秀肌肉"。 仅储能电池端， 宁德时代、亿纬锂能、远景动力、楚能新能源、鹏辉能源、赣锋锂电、瑞浦兰钧、力神电池、中天储能 等头部企业均有亮 相，其中不少企业借此机会发布储能电池和系统新品，甚至现场签单，热闹非凡。 起点锂电不完全统计了部分储能电池企业本次活动期间展出的新产品，希望以此给读者带来些许参考。 注：以下企业不分排名先后。 宁德时代" 天恒·智储"平台亮相 继 全新6.25MWh天恒储能系统后， 宁德时代 智慧储能管理平台——"天恒・智储"于4月10日亮相， 旨在为储能站客户带来全生命周期管理 的智能化运维与运营解决方案，从安全、效率到收益全链条护航储能资产全生命周期价值。 据介绍， 宁德时代的天恒 ·智储管理平台，通过"大数据平台 + AI大模型与先进机理算法融合 + AI助手工具"等创新集合， 能 为广大储能电 站构建涵盖智能预警、运行分析、电站体检和智慧运维在内的全套标准化能力。 亿纬锂能 6.9MWh系统重磅发布 继Mr.Giant 5MWh系统成功推出后，亿纬锂能再次加码大储赛道，发布新一代6.9MWh储能系统，精 ...