"With the old map, you can't find the new continent." Zhu Gongshan , chairman of Xiexin Group, said at the opening ceremony of the Global Intelligent Energy Conference on June 2 that the current industrial paradigm revolution has been vigorous and irresistible. The greater the turning point of
digital new energy DataBM. "
, the greater the opportunity. The energy revolution has no way out, only the way to break the situation. Zhang Tianren, Co-Chairman of the Global Energy Storage and Battery Council, Chairman of the Asia-Pacific New Energy Industry Association and Chairman of Tianneng Holding Group, said frankly at the above-mentioned meeting, "Today's industry consensus is not whether to transform or not, but who can turn faster, more stable and wiser."
"Doing for one year is the art of living; looking at three years is the vision of the future; thinking about ten years is the courage to define the future." Zhu Gongshan said.
AI synergy
"synergy" is digital new energy DataBM. The synergy mentioned in this meeting is not only the synergy of upstream and downstream industrial chains, but also the synergy development of internal systems and industries. More importantly, the coordinated development path of AI and energy.
"AI is the new brain of the energy system, computing power is electricity, and legal efficiency has become a reality." Zhang Tianren said, "In the past, we competed for capacity scale, but now we compete for data accumulation, algorithm optimization and system collaboration ."
Zhu Gongshan said: "The first half of the paradigm revolution in the photovoltaic industry is undoubtedly AI + energy ." " In the future, there will be no pure power generation enterprises, only digital economic entities running on the energy network.". Under the AI + energy paradigm, electricity is computing power, AI is power grid, and synergy is efficiency.
In this regard, Zhu Gongshan proposed that the new energy industry needs to complete three major capability upgrades: the first is to build a full value chain AI model; the second is to build a computing power collaborative base; and the third is to embrace customized energy agents.
more than half of the new wind and solar power generation in the future will be used in AI's computing power center ."
Tian Qingjun believes that AI and new energy are two-way rush and mutual achievement, which not only opens up a broad market space for the application of new energy. One of the important reasons for the new energy-based Differentiated
Photovoltaic" falling into the downward cycle is the serious overcapacity of the industry and the prominent problem of product homogeneity. In recent years, photovoltaic enterprises deeply aware of this problem have begun to actively seek the way to break the situation of differentiation.
For example, in terms of manufacturing technology, in recent years, photovoltaic enterprises have conducted various studies on BC technology: in addition to IBC, there are TBC of TOPCon + BC, HBC of HJT + BC, and PBC of PERC + BC.
shift from "capacity is king" to "consumption is king" , " focus on demand to make decisions, the pressure may be a little less". Shi Zhengrong ,
the "Godfather of Photovoltaic" and chairman of Shangmai New Energy, also agrees with this. He said that it is very important for us (referring to photovoltaic enterprises) to recognize the efforts we have made and the value we have created.
"I hope you will not add to the congestion in the particularly crowded industry, divert and do something else, which may be more fun than this industry." Since
last year, optical storage enterprises have taken the overseas market as the focus of their phased layout. However, the current global trade environment is complex and changeable, uncertainty continues to rise, and the challenge of photovoltaic energy storage going to sea is facing unprecedented challenges. The traditional mode of "domestic production, overseas sales" or simply "Chinese enterprises, overseas factories" is no longer applicable, enterprises need to face more specific markets, formulate more in-depth, localized plans to go to sea. Qu Wanfei, Chief Investment Officer
of Skyworth Group, CEO of Shenzhen Skyworth Photovoltaic Technology Co., Ltd. and General Manager of Overseas Business Department, believes that there are four stages for enterprises to go to sea: 1.0 is to go to sea with equipment, mainly to sell trade services; 2.0 is to open factories overseas to deal with tariff barriers with localization; 3.0 In order to deliver services and systems to the sea, it is necessary to deepen localization, provide full life cycle management, and develop localization solutions; 4.
However, with the development of the global market, compared with the previous "extensive" market strategy, at this stage , Chinese enterprises need to formulate targeted "personalized" strategies according to local conditions for a certain market. This requires enterprises to have strong localization ability, customized product delivery ability, but also need localization team, localization supply chain to adapt and operate.
As a leading chain enterprise, as well as a group enterprise, Zhengtai Group also cooperates with upstream and downstream industrial chains and brother industries of the group to go to sea. It not only reduces the cost, but also shares part of the risk.
Comparatively speaking, Shangneng Electric's strategy of going to sea is more typical. Yang Chunming, CEO of Shangneng Electric Co., Ltd., said that in the face of "market globalization and supply chain anti-globalization", Shangneng Electric's inverter product supply chain has achieved a "double cycle" at home and abroad. The domestic market achieves 100% localization of the supply chain, while the overseas market expands the local supply chain, so as to achieve the stability of customer service for different markets.
It can be seen that at this stage, the demand of Chinese optical storage enterprises is no longer just to sell products, but also to adjust the supply chain and market strategy flexibly, to formulate personalized service plans, and even to integrate the localization team deeply.
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