Core Viewpoint - The energy storage industry is transitioning from being viewed as a cost item to a value asset that generates continuous revenue, driven by policies and emerging scenarios such as green electricity direct connection and data centers [1][3]. Policy and Market Dynamics - The National Development and Reform Commission and the National Energy Administration have issued a notice promoting green electricity direct connection projects, requiring that the self-consumed electricity from renewable sources should account for at least 60% of total available generation and 30% of total electricity consumption, with a target of 35% by 2030 [1][3]. - This high proportion of green electricity consumption presents new challenges for technology and business models, indicating a systemic transformation in the energy sector [1]. Role of Energy Storage - Energy storage is becoming essential to meet the high green electricity consumption targets, with the required renewable energy capacity potentially needing to exceed 1.5 to 2 times the maximum load power of users [3]. - The increasing demand for AI computing power is creating urgent applications for "green electricity + energy storage" systems, as global data center electricity demand is projected to double by 2030, leading to significant increases in carbon emissions [3]. Zero-Carbon Park Development - During the 14th Five-Year Plan, China aims to establish around 100 national-level zero-carbon parks, with policies promoting green electricity direct connection and local renewable energy integration [4]. - Energy storage plays a crucial role in balancing the growing load demands of these parks with ESG requirements, cost control, and supply reliability [4]. - The integration of distributed wind, solar, and energy storage allows parks to achieve refined energy management, enhancing energy autonomy and optimization [4]. Future Directions - The layout of energy storage in national-level zero-carbon parks should focus on specific pain points, considering load characteristics, renewable energy endowments, and grid interaction needs [5]. - Continued policy support is necessary to encourage innovative mechanisms for the large-scale application of "green electricity + energy storage" [5].

Core Viewpoint - The article highlights the significant growth and strategic advancements of Ronghe Yuanshu in the energy storage sector, emphasizing its transition from viewing energy storage as a cost item to recognizing it as a value asset that generates continuous revenue throughout its lifecycle [2][7][9]. Group 1: Company Growth and Milestones - Since its establishment in 2019, Ronghe Yuanshu has achieved remarkable growth, with its operational asset scale surpassing 10GWh, covering 474 power stations across 24 provinces in China [3][4][9]. - The company has diversified its asset structure, with 1GWh in user-side storage and 9GWh in source-grid-side storage, serving key clients including state-owned enterprises and financial institutions [3][9]. - The operational milestones include surpassing 1GWh in January 2023, 5GWh in December 2024, and 10GWh in December 2025 [5]. Group 2: Strategic Insights and Market Position - Ronghe Yuanshu's executives emphasize that the growth is driven by a clear understanding of energy storage's role in the grid and its operational value, positioning the company to capitalize on the evolving energy market [3][7]. - The company recognizes the shift in revenue models post-Document No. 136, which indicates a transition towards reliance on spot energy markets, ancillary service markets, and capacity compensation [3][7][9]. - The firm aims to leverage intelligent operations to enhance revenue generation, acknowledging that operational strategies can lead to significant differences in earnings even within the same region [3][9]. Group 3: Technological Innovations and Solutions - At a recent product launch, Ronghe Yuanshu introduced the "Yuanshu·Haineijing" operating system, marking a shift from "Yuanshu Solution 1.0" to "Yuanshu Ecological Solution 2.0," focusing on data-driven strategies and ecosystem collaboration [4][10][13]. - The new operating system aims to address industry challenges by integrating AI capabilities and optimizing operational strategies across various energy scenarios [10][15]. - The company also unveiled the AIDC green electricity direct connection system, designed to tackle the challenges posed by increased computational loads and the need for sustainable energy solutions [16][19]. Group 4: Future Vision and Commitment - Ronghe Yuanshu is committed to a long-term strategy, focusing on maximizing the value of energy storage assets throughout their lifecycle and fostering collaboration with global partners to build a sustainable energy ecosystem [19][20]. - The company aims to break down industry silos and expand the boundaries of energy storage value, contributing to a high-quality global energy future [19].