3S融合架构

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0.599元/Wh交个朋友价:工商储逆行者的底层逻辑
行家说储能· 2025-08-27 03:20
Core Viewpoint - The article discusses the strategic shift of Liangdao Energy towards the domestic market amidst a challenging environment for the energy storage industry, highlighting their innovative product offerings and pricing strategy aimed at gaining market trust and addressing local needs [2][5][35]. Group 1: Market Context and Strategic Shift - In 2025, the energy storage industry is experiencing a "death cycle," with many companies struggling in price wars or pursuing overseas expansion. However, Liangdao Energy is focusing on the domestic market, identifying structural opportunities that others may overlook [7][10]. - Liangdao Energy, a leading player in the European commercial energy storage market, has 90% of its revenue from overseas, primarily from Europe. This background provides them with strong product quality control and healthy cash flow [7][10]. - The release of Document No. 136 in 2025 marks a shift from price competition to value competition in the energy storage sector, which aligns with Liangdao's strengths in technology upgrades and business model innovation [11][12]. Group 2: Product Innovation and Market Fit - Liangdao's 3S integration architecture (PCS + BMS + EMS) is designed to meet the high volatility demands of the domestic electricity spot market, achieving significant performance improvements [17][20]. - Key performance metrics include a reduction in direct costs by over 10%, integration costs by 5%, and operational costs by 30%, along with a 50% reduction in volume and a 20% reduction in weight [20][23]. - The architecture allows for a response time of 50ms, which is crucial for the increasingly demanding real-time adjustment needs of the market [23][25]. Group 3: Pricing Strategy and Market Entry - Liangdao's initial marketing strategy, termed "friendship pricing," aims to offer high-performance products at competitive prices without compromising quality. This approach is designed to build market trust and validate product performance [28][30]. - The pricing details for their 261kWh liquid-cooled integrated machine include a promotional price of 0.599 yuan/Wh and 0.549 yuan/Wh for different battery configurations, with a warranty of 5 years and a cycle life of 6000 times [29][30]. - The company has established a robust after-sales service system based on experience from over 500 projects in Europe, which will be crucial for adapting to the domestic market's higher responsiveness requirements [30][33]. Group 4: Internal Transformation and Future Outlook - Liangdao Energy has undergone a significant internal transformation to adapt from serving the high-end European market to the fast-paced domestic environment, focusing on understanding local customer needs [33][35]. - The decision to enter the domestic market is based on a comprehensive assessment of favorable policies, growing demand, and the readiness of their team to meet local challenges [35].
量道储能全栈自研3S融合架构重磅发布
鑫椤储能· 2025-08-14 06:41
Core Viewpoint - The article highlights the launch of the new 3S integrated architecture by Liangdao Energy, aimed at enhancing the efficiency and responsiveness of energy storage systems in the electricity market [1][3][19]. Group 1: Industry Trends - The energy storage industry is accelerating its market-oriented transformation, moving towards the electricity spot market with a focus on full-link collaboration, deep data integration, and higher efficiency equipment [3]. - Current challenges in the industry include communication delays, data fragmentation, and redundant components in energy storage devices [3][5]. Group 2: 3S Integrated Architecture - Liangdao Energy has introduced the self-developed 3S integrated architecture to address industry pain points, aiming to provide continuous economic value to customers [5][11]. - The new architecture reduces direct costs by over 10%, integrated costs by 5%, and operational costs by 30% while ensuring core safety functions [11]. - The architecture enhances information interaction capabilities, shortening the response time to grid dispatch to less than or equal to 50ms [12]. Group 3: Product Features - The new liquid-cooled all-in-one machine FLEX-261-3S AIO features a 314Ah battery, a power output of 125kW, and a capacity of 261kWh, achieving a system efficiency of 91% [21][28]. - The design allows for wall-mounted and drawer-style options, reducing volume by over 50% and weight by over 20% [13]. - The new architecture is expected to lower the failure rate by over 30% by eliminating redundant components [14]. Group 4: Market Positioning - Liangdao Energy emphasizes its commitment to quality by adhering to European standards, positioning itself as a reliable player in the energy storage market [29][34]. - The company has gained recognition in the European market, successfully exporting its first batch of energy storage cabinets in 2017 [35]. Group 5: Future Outlook - The 3S integrated architecture and the FLEX-261-3S AIO are set to enter mass production by the end of the year, with the first batch of orders already filled and expected to be delivered next year [26].