<p>（第一财经）3 月 11 日——中国电池制造商天能控股集团董事长、全国人大代表在两会期间表示，中国应结束能源存储行业的恶性竞争。</p>
<p>张天任建议，中国能源主管部门及其他相关部门应通过将平准化能源成本、电池生命周期和衰减率、安全冗余配置水平等关键指标纳入招标评估，来改善能源存储项目的采购标准。</p>
<p>他还呼吁与行业协会合作，制定可量化的实施规则和安全技术门槛，引导资本和竞争朝着技术创新和长期价值发展。</p>
<p>今年的政府工作报告在两会期间发布，呼吁通过容量调控、标准制定和质量监督的结合，彻底解决内卷式竞争问题。</p>
<p>张天任表示：“近年来，电化学储能行业陷入了严重的不理性价格竞争。关键设备的价格在过去三年中暴跌了约 80%，一些价格持续低于行业的平均生产成本。”</p>
<p>张指出，去年上半年，领先的能源存储公司的净利润率降至约 3%，警告称这种不理性的竞争已经演变为用户的系统性风险，促使一些公司在追求短期市场份额时，降低电池质量控制、系统集成和安全冗余设计的标准。</p>
<p>截至去年底，中国新型能源存储的装机容量达到 136 吉瓦，同比增长 84%，占全球总量的 40% 以上，其中锂离子电池存储贡献约 96%。</p>
<p>根据国家发展和改革委员会及其他政府部门去年 8 月发布的行动计划，国家目标是在明年年底前将这一数字提高到 180 吉瓦。</p>
<p>分析师表示，随着风能和太阳能成为新装机容量的主要来源，新电力系统对能源存储的依赖将继续增长。</p>
<p>编辑：Futura Costaglione</p>

天能股份

<p>在两会期间，天能控股集团董事长张天任呼吁结束中国能源储存行业的恶性竞争。他呼吁改善采购标准，并与行业协会合作以促进技术创新。张强调了导致利润率低和行业系统性风险的严重价格竞争。中国的能源储存容量去年达到了 136 吉瓦，目标是到明年达到 180 吉瓦，随着风能和太阳能的崛起，对能源储存的依赖也在增加</p>

<p>(Yicai) March 11 -- China should put an end to cutthroat competition in the energy storage industry, the chairman of Chinese battery manufacturer Tianneng Holding Group and deputy to the National People's Congress said at the Two Sessions, the country's annual policy-setting meetings.</p>
<div class="lb-trans"><p>（第一财经）3 月 11 日——中国电池制造商天能控股集团董事长、全国人大代表在两会期间表示，中国应结束能源存储行业的恶性竞争。</p>
</div><p>China's energy authority and other relevant departments should improve procurement standards for energy storage projects by incorporating key metrics, such as levelized cost of energy, battery lifecycle and degradation rate, and safety redundancy configuration levels, into bidding evaluations, Zhang Tianren suggested.</p>
<div class="lb-trans"><p>张天任建议，中国能源主管部门及其他相关部门应通过将平准化能源成本、电池生命周期和衰减率、安全冗余配置水平等关键指标纳入招标评估，来改善能源存储项目的采购标准。</p>
</div><p>He also called for working with industry associations to develop quantifiable implementation rules and safety technical thresholds, steering capital and competition toward technological innovation and long-term value.</p>
<div class="lb-trans"><p>他还呼吁与行业协会合作，制定可量化的实施规则和安全技术门槛，引导资本和竞争朝着技术创新和长期价值发展。</p>
</div><p>This year's Government Work Report released during the Two Sessions called for using a combination of capacity regulation, standards-setting, and quality supervision to thoroughly address involution-style competition.</p>
<div class="lb-trans"><p>今年的政府工作报告在两会期间发布，呼吁通过容量调控、标准制定和质量监督的结合，彻底解决内卷式竞争问题。</p>
</div><p>&#34;The electrochemical energy storage industry has fallen into severe irrational price competition in recent years,&#34; Zhang said. &#34;Prices of key equipment have plunged around 80 percent over the past three years, with some prices persistently remaining below the industry's average production cost.&#34;</p>
<div class="lb-trans"><p>张天任表示：“近年来，电化学储能行业陷入了严重的不理性价格竞争。关键设备的价格在过去三年中暴跌了约 80%，一些价格持续低于行业的平均生产成本。”</p>
</div><p>In the first half of last year, net profit margins at leading energy storage companies fell to around 3 percent, Zhang noted, warning that this irrational competition has evolved into systemic risks for users, prompting some firms to cut corners on cell quality control, system integration, and safety redundancy design in pursuit of short-term market share.</p>
<div class="lb-trans"><p>张指出，去年上半年，领先的能源存储公司的净利润率降至约 3%，警告称这种不理性的竞争已经演变为用户的系统性风险，促使一些公司在追求短期市场份额时，降低电池质量控制、系统集成和安全冗余设计的标准。</p>
</div><p>China's installed capacity of new-type energy storage reached 136 gigawatts at the end of last year, up 84 percent from a year earlier and accounting for over 40 percent of the global total, with lithium-ion battery storage contributing about 96 percent.</p>
<div class="lb-trans"><p>截至去年底，中国新型能源存储的装机容量达到 136 吉瓦，同比增长 84%，占全球总量的 40% 以上，其中锂离子电池存储贡献约 96%。</p>
</div><p>The country aims to raise the figure to 180 gigawatts by the end of next year, according to an action plan issued by the National Development and Reform Commission and other government departments in August last year.</p>
<div class="lb-trans"><p>根据国家发展和改革委员会及其他政府部门去年 8 月发布的行动计划，国家目标是在明年年底前将这一数字提高到 180 吉瓦。</p>
</div><p>As wind and solar power become the dominant sources of new installed capacity, the new power system's reliance on energy storage will continue to grow, according to analysts.</p>
<div class="lb-trans"><p>分析师表示，随着风能和太阳能成为新装机容量的主要来源，新电力系统对能源存储的依赖将继续增长。</p>
</div><p>Editor: Futura Costaglione</p>
<div class="lb-trans"><p>编辑：Futura Costaglione</p>
</div>

天能股份董事长在两会上呼吁结束能源存储行业的内卷现象