Core Viewpoint - The article discusses the competitive landscape of the commercial energy storage sector, highlighting the rapid evolution and potential reshuffling of the industry by 2025, with various companies leveraging their unique strengths to establish a foothold in the market [1]. Company Summaries - **Liansheng New Energy**: A pioneer in distributed photovoltaic solutions, offering comprehensive services from green electricity transformation to smart operation. Their AI microgrid system has improved daily utilization by 23.2%. By Q3 2024, they have a storage project reserve of nearly 2GWh, with a signed scale of 500MWh and a grid-connected scale of 200MWh [2]. - **Ronghe Yuanshu**: The first domestic operator of energy storage systems, focusing on system development and lifecycle operation services. They have operated over 5.5GWh of assets and aim to reduce operational costs by 12% with their AI platform "Ronghe·Baize" by 2025. Their cumulative installed capacity is expected to exceed 8GWh by 2024 [3]. - **Hongzheng Energy Storage**: A leading provider of energy storage solutions, utilizing digital technology for product development. They launched the COSMOS 2.0 digital system and D-Cube 2.0 series products in March 2025, focusing on AI-driven energy management [4]. - **Jingkong Energy**: Established in 2015, they focus on self-research in key technology areas. They have introduced three new storage products in 2025 to address challenges faced by commercial users, including the liquid-cooled OmniCube systems [5]. - **Nanrui Jibao**: Engaged in power protection and control, they dominate the domestic network-type energy storage market with over 95% market share. They have implemented nearly 40 network-type storage projects and shipped over 7,000 liquid-cooled storage cabinets [6]. - **Yongtai Shuneng**: A global leader in energy storage solutions, they released four new commercial storage products in 2025, achieving an industry benchmark with system efficiency of 91% and fault warning rate of over 95% [7]. - **Huayou Energy**: Leveraging 30 years of brand experience, they focus on high-quality commercial storage products and have implemented numerous projects across several provinces, optimizing costs through their lithium battery materials [8]. - **Guangzhou Huineng Electric Power**: The only energy storage and virtual power plant operator under the China Merchants Group, they provide integrated green energy solutions and have operated over 100MWh of storage projects, with plans to reach 300MWh by the end of 2025 [9]. - **Xiamen Guomao**: A state-owned enterprise involved in various sectors, their financing leasing company focuses on the renewable energy sector, providing comprehensive solutions in commercial energy storage [10]. - **Yongguang New Energy**: An EPC contractor with extensive project experience in photovoltaic and energy storage markets, they have completed over 100MWp of EPC contracts and are involved in significant storage projects [11]. Industry Insights - The article emphasizes the upcoming "2025 Global User-side Energy Storage Industry Value Summit and Application Demonstration Exhibition," which will gather key players in the commercial energy storage sector to share experiences and insights [12]. - The summit will also feature the release of the "Top 10 User-side Energy Storage Projects" and a guide for energy storage configuration across various industries, indicating a focus on collaboration and innovation within the sector [12].

Core Viewpoint - The article emphasizes the transformation of the industrial and commercial energy storage market from product competition to scenario-based solutions and service competition, driven by the release of key policies such as "Document No. 136" and "Document No. 394" [1][12][32] Group 1: Industry Pain Points and Innovations - The industrial and commercial energy storage market in China is experiencing a surge due to the withdrawal of guaranteed purchase policies for renewable energy, leading to challenges such as high initial investment, uncertain returns, and significant safety risks [2] - The company aims to transition from being a device supplier to a comprehensive value service provider, focusing on four core scenarios: high energy consumption, volatile electricity usage, grid management, and green transportation [4][12] Group 2: Product Innovations - The company launched four new products designed to address specific high-load scenarios, including the Smart 522 L long-duration energy storage system, which offers a 25% reduction in electricity costs for high-energy-consuming enterprises [6] - The modular Smart 261 L Pro/Lite system is tailored for dynamic energy usage scenarios, allowing for flexible expansion and a 30% reduction in investment return periods [6] - The Solution 185 system addresses power quality issues caused by renewable energy integration, providing over 30% stabilization of energy fluctuations [8] - The Solution 320 storage and charging integrated machine enhances charging efficiency by 40% and supports real-time battery health monitoring [8] Group 3: Technological Foundations and Service Innovations - The company is building a differentiated competitive barrier through technological breakthroughs and service model restructuring, focusing on a comprehensive service system covering planning, construction, operation, and decommissioning [9][11] - The BEMS battery energy management system enhances system efficiency to 91% and reduces material costs by 30% while ensuring reliable power supply [9] - The company emphasizes the importance of lifecycle management for energy storage assets, ensuring that the focus is on long-term returns rather than just initial investment costs [11] Group 4: Industry Development and Policy Influence - Industry leaders are discussing the transition from policy-driven to market-driven growth, highlighting the collaborative potential between energy storage and renewable energy [12][14] - The article outlines three major technological advancements: integrated energy solutions, AI predictive scheduling, and asset securitization, which are expected to elevate energy storage's role in the energy ecosystem [19][21] - The call for a dual-market arbitrage mechanism aims to transform energy storage from a cost center to a profit center [24] Group 5: Safety and Industry Standards - Experts emphasize the need for safety standards and proactive measures to mitigate risks, with calls for improved early warning systems to reduce fire hazards by 70% [29] - The company showcases its AI early warning platform, which boasts a 95% fault identification accuracy rate, setting a benchmark for industry safety [29] Group 6: Future Outlook - The article concludes with a vision for the energy storage industry that requires precise policy navigation, continuous technological breakthroughs, and collaborative ecosystems, indicating a shift towards value co-creation in energy storage [31][32]