Group 1 - The core viewpoint of the article is that Ronghe Yuanchu has successfully completed a strategic financing round of over 100 million yuan, led by CIMC Capital, Yongkang Industrial Investment, and Yuancheng Capital [2] - Ronghe Yuanchu, established in 2019, positions itself as a "zero-carbon energy operator," viewing battery storage as the "operating system" of the new power system [3] - The company aims to provide full lifecycle zero-carbon solutions for global power plants, industrial parks, and households through self-developed storage hardware, AI scheduling platforms, and asset management services [3] Group 2 - The CEO of Ronghe Yuanchu stated that the funds from this round will be allocated in three steps: 30% for the iteration of the new generation 314Ah high-capacity battery cells and liquid cooling PACK, 40% for building localized operation and maintenance centers overseas to accelerate project delivery in Europe and the Middle East, and the remaining 30% for upgrading the digital twin operation platform to maximize the 20-year lifecycle returns of storage assets [4] - CIMC Capital's president highlighted that Ronghe Yuanchu has transformed "heavy asset" storage into a "light operation" service model, reducing customer CAPEX while securing long-term cash flow [5] - The founder of Shangdao Venture Capital Network noted that the continuous improvement of the dual-carbon "1+N" policy system and the rapid implementation of energy storage capacity compensation and wall-separated electricity sales details indicate that the industry is advancing faster than expected [6]

Core Insights - The EU's decision to impose a 15% temporary tariff on Chinese photovoltaic components in May 2025 coincides with China's launch of the world's largest energy storage system construction plan, indicating a significant shift in the global industrial landscape [1][3] - China is leveraging its manufacturing advantages and energy transition strategy to create a "green channel" in response to trade barriers set by Europe and the US, thus reshaping global supply chains [1][3] Group 1: EU Tariff and China's Response - The EU's tariff policy is based on a strategic misjudgment, as Chinese photovoltaic components hold a 70% global market share and lead in high-end technology by 5 to 8 years [3][4] - The cost of Chinese HJT components is 0.95 yuan/W, while European TOPCon components are 0.85 yuan/W, but Chinese products outperform in efficiency and lifespan by over 20% [3][4] - If the EU maintains its tariff policy, the cost of domestic photovoltaic installations will rise by 18%, delaying carbon reduction targets by at least three years [4] Group 2: China's Energy Storage Initiatives - In response to EU tariffs, Chinese state-owned enterprises have initiated over 50GWh of energy storage system procurement projects, achieving a renewable energy consumption rate of over 95% [7] - China's energy storage systems are reported to cost only one-third of those from European and American companies, which will significantly alter global electricity market competition [7][10] - By 2025, China's new energy storage installations are projected to reach 58.61GW/137.86GWh, with successful pilot projects in regions like Tibet and Hubei [7] Group 3: Global Impact of Chinese Technology - China's advancements in energy storage technology allow for independent energy systems in remote areas, providing low-cost and reliable energy solutions to countries along the Belt and Road Initiative [10][11] - The complete supply chain in energy storage, including battery cells and system integration, has positioned China as a leader, with a market share of over 76% in large-capacity battery cells [10] - Chinese companies are setting global energy storage technology standards, with the "Grid-Connected Energy Storage System Technical Specification" adopted by the International Electrotechnical Commission [10][13] Group 4: Strategic Differences and Global Governance - The clash between EU tariffs and Chinese energy storage technology represents a fundamental competition between two industrial logics, with China promoting a new model of international cooperation through "new energy and infrastructure" [11][13] - China's approach not only addresses energy shortages in developing countries but also offers a new path for global governance that balances efficiency and equity [13][15] - As Western nations grapple with trade protectionism, China is using renewable energy to redefine the global industrial landscape, showcasing its manufacturing prowess and commitment to sustainable development [15]