Core Viewpoint - The commercial energy storage sector is facing a value reshaping challenge by 2025, with three hidden barriers: competition shifting from single product comparison to overall solution competition, service depth transitioning from functional superiority to customer value creation, and market focus moving from domestic homogenization to global expansion [2][4][17]. Group 1: Transition from Product to Solution - The commercial energy storage industry is evolving from being mere equipment suppliers to solution providers, emphasizing the need for modular energy storage system solutions [4][10]. - Current applications in commercial energy storage exhibit characteristics of project dispersion and strong customization, necessitating a deeper understanding of customer needs and the development of tailored solutions [4][6]. - The shift from product-centric to customer value-centric approaches is fundamentally restructuring the competitive landscape of the commercial energy storage sector [10][11]. Group 2: Modular System Solutions - Modular system solutions can be categorized into two types: "Lego-style" modularity at the system level, allowing independent operation and flexible combinations, and "building block-style" modularity at the supply chain level, utilizing standardized components [2][6]. - The introduction of the modular energy storage system solution by Yilan Technology in 2023 allows for the decoupling of the entire system into three main modules: DC/DC, DC/AC, and STS, which can be freely combined to meet diverse commercial needs [7][11]. Group 3: Global Market Strategy - Yilan Technology emphasizes a "local empowerment, global win-win" strategy, focusing on overcoming hidden barriers in overseas markets by achieving product certification in 21 countries and adapting solutions to local grid characteristics [14][15]. - The company aims to build competitive advantages through localized services and partnerships, establishing service networks in regions like Thailand, the Netherlands, and South Africa to enhance after-sales support [15][17]. - Recent actions, such as the shipment of nearly 400 PCS units overseas, demonstrate the transition of Chinese commercial energy storage enterprises from hardware output to value co-creation [15][17].