中国经济网赤峰9月26日讯(记者梁木)戈壁滩的风和光，正在转化为驱动世界的绿色燃料。今年7月8 日，全球首个百万吨级零碳氢氨项目——远景赤峰152万吨绿色氢氨项目首期32万吨工程在内蒙古自治 区赤峰市建成投产，标志着我国绿色氢氨产业从示范探索迈入规模化商业运营新阶段。 绿氢，兼具清洁低碳、绿色环保及高热值等属性，被视为继风、光之后最具潜力的清洁能源；绿氨，作 为重要的工业原料和清洁能源载体，在钢铁、化工、发电、航运等行业肩负着带动降碳减排的重要作 用。绿色氢氨项目是指将风光发电、电解水制氢、绿氨合成等多个环节紧密结合的项目模式。 远景赤峰零碳氢能产业园通过自建的风、光、储一体化设施产生绿色电力，以绿电驱动先进的电解水制 氢设备，并电解过程使用中水，最终产出零碳的"绿氨"。 生产过程"全绿电"是远景赤峰零碳氢能产业园能够真正实现"零碳"的关键一点。而使用风光发电最大的 挑战性在于其波动性。远景能源赤峰氢能工厂厂长邓运辉介绍，通过远景自主研发的EnOS智能物联操 作系统，可以整合上游气象预测的信息，对化工侧进行负荷调整，以适应未来4至5小时的发电量，从而 具备动态响应的能力，可以实现"随风而动"，把波动的风光等可 ...

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]