當(dāng)何志強(qiáng)走進(jìn)潮電智庫(kù)主辦的““2024年全球光儲(chǔ)能源暨微逆&微儲(chǔ)全場(chǎng)景應(yīng)用峰會(huì)”現(xiàn)場(chǎng)時(shí)，很多行業(yè)的朋友打招呼都稱以“老何”。
作為深圳愛(ài)陽(yáng)動(dòng)力有限公司創(chuàng)始人，首席產(chǎn)品經(jīng)理，何志強(qiáng)擁有在比亞迪工作10年以上，近20年BMS及新能源系統(tǒng)經(jīng)驗(yàn)積累，對(duì)微電子/高壓/儲(chǔ)能系統(tǒng)等均有著深入研究，確實(shí)是新能源行業(yè)不折不扣的老兵。
即便如此，在峰會(huì)舉辦期間，何志強(qiáng)仍然認(rèn)真的傾聽(tīng)著每位嘉賓的演講內(nèi)容，并仔細(xì)的做起了筆記。在他看來(lái)，只有永遠(yuǎn)保持一顆謙遜學(xué)習(xí)的心，才能做到知己知彼，審時(shí)度勢(shì)，持續(xù)提升公司競(jìng)爭(zhēng)力。
日前，潮電智庫(kù)專訪了何志強(qiáng)先生。對(duì)于全球戶儲(chǔ)市場(chǎng)發(fā)展趨勢(shì)，他有著非常專業(yè)且通透的認(rèn)知，也是愛(ài)陽(yáng)動(dòng)力業(yè)績(jī)連年增長(zhǎng)的引領(lǐng)者。
01潮電智庫(kù)：氫光儲(chǔ)系統(tǒng)是目前行業(yè)的熱門(mén)話題之一，愛(ài)陽(yáng)動(dòng)力也進(jìn)行了相關(guān)的技術(shù)與產(chǎn)品部署。請(qǐng)問(wèn)切入這一新賽道，公司是基于怎樣的戰(zhàn)略考量？
何志強(qiáng)：“氫+光+儲(chǔ)”三者結(jié)合，可以說(shuō)是一個(gè)相當(dāng)完美的結(jié)合。目前我們長(zhǎng)期代工的合作客戶中，很多在做這方面的嘗試，其中有些直接下了生產(chǎn)訂單。
從技術(shù)路徑來(lái)看，氫燃料電池一定是未來(lái)，但是因?yàn)榧夹g(shù)及成本的原因，實(shí)現(xiàn)大規(guī)模普及還有比較長(zhǎng)的時(shí)間，但是和光伏結(jié)合一起發(fā)電是比較好的方案選擇，二者是比較理想的綠色能源。另外無(wú)論氫燃料還是光伏發(fā)電，都需要鋰電池做儲(chǔ)能，去平衡整個(gè)能源穩(wěn)定的問(wèn)題。
因此未來(lái)三五年內(nèi)，在綠色能源經(jīng)濟(jì)理念的驅(qū)動(dòng)下，有充分的理由看好氫光儲(chǔ)市場(chǎng)需求爆發(fā)。
02潮電智庫(kù)：作為儲(chǔ)能系統(tǒng)的核心部件，在節(jié)本控制與效率提升方面，您覺(jué)得電池行業(yè)的創(chuàng)新方向有哪些？
何志強(qiáng)：儲(chǔ)能系統(tǒng)主要是兩塊構(gòu)成，一塊是電芯，一塊是電力電子。
電芯大家可能討論最多的就是固態(tài)電池和鈉電池，固態(tài)電池也是大家都要持續(xù)關(guān)注其發(fā)展情況的，什么時(shí)候可以成熟規(guī)?；慨a(chǎn)，是一個(gè)非常期待的事，但是肯定短期還很難。另外鈉電池其實(shí)是很適合儲(chǔ)能行業(yè)的，但是成本和成熟也還需要時(shí)間，也要持續(xù)關(guān)注。
另外電力電子技術(shù)的發(fā)展，可能要高度關(guān)注SiC的技術(shù)成熟和成本降低。如果SiC大規(guī)模成功應(yīng)用，不僅使成本大幅降低，還能提升整個(gè)系統(tǒng)的效率、散熱的問(wèn)題，而且體積可能都會(huì)改變，甚至影響到新能源行業(yè)的格局。
03潮電智庫(kù)：從更長(zhǎng)的時(shí)間維度來(lái)看，全球戶儲(chǔ)行業(yè)必然是長(zhǎng)期利好的風(fēng)口賽道，但這幾年因?yàn)楫a(chǎn)品供需失調(diào)及競(jìng)爭(zhēng)加劇的原因出現(xiàn)了波動(dòng)調(diào)整。在這樣的市場(chǎng)環(huán)境下，愛(ài)陽(yáng)動(dòng)力保持連續(xù)穩(wěn)定增長(zhǎng)的秘訣是什么？
何志強(qiáng)：儲(chǔ)能行業(yè)的確發(fā)展很快，也高度內(nèi)卷。我們要做的是既要把眼前的技術(shù)和產(chǎn)品扎實(shí)落地，又要抬頭關(guān)注行業(yè)趨勢(shì)和未來(lái)的方向。
對(duì)于愛(ài)陽(yáng)動(dòng)力來(lái)說(shuō)，可能更多的是順應(yīng)市場(chǎng)需求，集中優(yōu)勢(shì)把產(chǎn)品做精做好，保證持續(xù)迭代和競(jìng)爭(zhēng)力提升，至少能夠滿足客戶未來(lái)一兩年的應(yīng)用需求。飯要一口口的吃，路要一步步的走，我們?cè)诋a(chǎn)品端至少要有超前行業(yè)一年的領(lǐng)先能力，同時(shí)必須做好產(chǎn)品研發(fā)的技術(shù)儲(chǔ)備。
在具體的經(jīng)營(yíng)策略方面，愛(ài)陽(yáng)動(dòng)力已經(jīng)有很成熟的家庭儲(chǔ)能和工商業(yè)儲(chǔ)能領(lǐng)域。我們會(huì)將80%的精力放在成熟產(chǎn)品的微創(chuàng)新和升級(jí)迭代，20%精力放在家庭儲(chǔ)能和工商業(yè)儲(chǔ)能細(xì)分領(lǐng)域的產(chǎn)品和技術(shù)創(chuàng)新研究。
04潮電智庫(kù)：在產(chǎn)品同質(zhì)化嚴(yán)重的市場(chǎng)上，“差異化競(jìng)爭(zhēng)”已經(jīng)成為戶儲(chǔ)行業(yè)的年度熱門(mén)詞。請(qǐng)問(wèn)在這一方面，愛(ài)陽(yáng)動(dòng)力做了哪些具體布局？
何志強(qiáng)：首先得說(shuō)，愛(ài)陽(yáng)動(dòng)力特別重視產(chǎn)品及研發(fā)創(chuàng)新，這是公司不斷向前的源動(dòng)力。
全身心投入在這個(gè)行業(yè)這么多年，我們總是能提前感覺(jué)到差異化的需求和未來(lái)的方向，我想每一位身臨其境的踐行者都會(huì)有這樣的體會(huì)。
愛(ài)陽(yáng)動(dòng)力的經(jīng)營(yíng)價(jià)值觀里有一條就是“持續(xù)創(chuàng)造有競(jìng)爭(zhēng)力的產(chǎn)品”。有競(jìng)爭(zhēng)力的產(chǎn)品，才能有核心競(jìng)爭(zhēng)力的公司。
在家庭儲(chǔ)能領(lǐng)域，新的一年的主題是降本，從產(chǎn)業(yè)鏈每個(gè)環(huán)節(jié)、技術(shù)模塊、工藝流程、材料等各環(huán)節(jié)去盡量做到極致，對(duì)于越來(lái)越卷的市場(chǎng)我們依然有信心。
工商業(yè)儲(chǔ)能方面，我們針對(duì)海外市場(chǎng)研發(fā)的幾款產(chǎn)品，比如光儲(chǔ)柴微網(wǎng)一體柜，光儲(chǔ)充直流耦合一體柜都非常受歡迎。這個(gè)領(lǐng)域的創(chuàng)新、優(yōu)化、迭代的空間機(jī)會(huì)還非常多，完全可以通過(guò)差異化創(chuàng)造出更高的性價(jià)比。圍繞這一思路，后續(xù)大家可以看到我們很多新產(chǎn)品會(huì)推出。
05潮電智庫(kù)：根據(jù)我們了解，愛(ài)陽(yáng)動(dòng)力的戶儲(chǔ)產(chǎn)品在亞非拉的銷售情況非?？捎^，請(qǐng)問(wèn)對(duì)于北美家庭儲(chǔ)能市場(chǎng)有怎樣的戰(zhàn)略規(guī)劃？
何志強(qiáng)：愛(ài)陽(yáng)動(dòng)力的產(chǎn)品都是針對(duì)海外市場(chǎng)需求研發(fā)，主要是ODM/OEM為主。為了更好的配合國(guó)內(nèi)外的渠道、貿(mào)易、品牌客戶，我們的產(chǎn)品也做了很多的認(rèn)證，例如歐洲的IEC，美國(guó)的UL，以及亞非拉地區(qū)，一帶一路沿線國(guó)家高性價(jià)比產(chǎn)品及相關(guān)官方認(rèn)證。
在北美市場(chǎng)，我們主要還是配合貿(mào)易客戶去做，而且也推出一些特別好的產(chǎn)品，有離網(wǎng)一體機(jī)的產(chǎn)品(單相120Vac)，有混網(wǎng)一體機(jī)的產(chǎn)品(裂相120Vac/240Vac)，其中我們的3KW/5KWh的美標(biāo)單相低壓系列、6KW/10KWh和12KW/15KWh美標(biāo)裂相系列都非常暢銷，也得到了客戶的高度肯定。
06潮電智庫(kù)：2025年已經(jīng)開(kāi)啟，愛(ài)陽(yáng)動(dòng)力有哪些讓我們期待的新規(guī)劃？
何志強(qiáng)：2025年愛(ài)陽(yáng)動(dòng)力會(huì)有非常多的新品出來(lái)。一些是原有產(chǎn)品線的升級(jí)迭代，一些是研發(fā)的全新產(chǎn)品。
家庭儲(chǔ)能領(lǐng)域，我們會(huì)把一體機(jī)產(chǎn)品進(jìn)行到底，各容量段，各功率段都會(huì)升級(jí)，歐標(biāo)系列和美標(biāo)系列都會(huì)迭代升級(jí)，做到極致性價(jià)比和高可靠。
工商業(yè)儲(chǔ)能領(lǐng)域，我們會(huì)升級(jí)光儲(chǔ)充的全系列產(chǎn)品，會(huì)有很多新的技術(shù)融合，風(fēng)冷和液冷結(jié)合，低壓和高壓結(jié)合，直流耦合和交流耦合結(jié)合等等。另外光儲(chǔ)充系列產(chǎn)品也會(huì)把全液冷全直流做全面升級(jí)迭代。
在公司的年度規(guī)劃會(huì)議上，我們已經(jīng)明確決定，新的一年里將圍繞市場(chǎng)需求變化，聚焦核心業(yè)務(wù)，加大研發(fā)投入，招募精英人才，提升產(chǎn)品競(jìng)爭(zhēng)力，進(jìn)一步拓展國(guó)內(nèi)外市場(chǎng)。
High-level Dialogue | He Zhiqiang of iYPOWER: The New Demand for Hydrogen-Photovoltaic-Energy Storage System Will Explode in Three to Five Years
The global household energy storage is booming, and a number of Chinese enterprises represented by iYPOWER are rising strongly.
When He Zhiqiang entered the venue of the "2024 Global Optical Storage Energy and Micro-Reverse & Micro-Storage Full Scene Application Summit" hosted by Chaodian Think Tank, many friends in the industry greeted him as "Lao He".
As the founder and chief product manager of SHENZHEN iYPOWER CO.,LTD., He Zhiqiang has worked in BYD for more than 10 years and has accumulated nearly 20 years of experience in BMS and new energy systems. He has in-depth research on microelectronics, high voltage, energy storage systems, etc., and is indeed an out-and-out veteran in the new energy industry.
Even so, during the summit, He Zhiqiang still listened carefully to the speeches of each guest and took careful notes. In his opinion, only by always maintaining a humble learning heart can we know ourselves and our opponents, judge the situation and continuously enhance the competitiveness of the company.
Recently, Chaodian Think Tank interviewed Mr. He Zhiqiang. He has a very professional and thorough understanding of the development trend of the global household energy storage market and is also the leader of the continuous growth of iYPOWER's performance.
01 Chaodian Think Tank: The hydrogen-photovoltaic-energy storage system is one of the hot topics in the current industry, and iYPOWER has also carried out relevant technical and product deployments. What are the company's strategic considerations for entering this new track?
He Zhiqiang: The combination of "hydrogen + photovoltaic + energy storage" can be said to be a rather perfect combination. Among our long-term OEM cooperation customers, many are making attempts in this regard, and some of them have directly placed production orders.
From the technical path, hydrogen fuel cells must be the future, but due to technical and cost reasons, it will take a relatively long time to achieve large-scale popularization. However, combining with photovoltaic to generate electricity is a better option, and the two are relatively ideal green energy sources. In addition, whether it is hydrogen fuel or photovoltaic power generation, lithium batteries are needed for energy storage to balance the stability of the entire energy.
Therefore, in the next three to five years, driven by the concept of green energy economy, there are sufficient reasons to be optimistic about the explosion of hydrogen-photovoltaic-energy storage market demand.
02 Chaodian Think Tank: As the core component of the energy storage system, what do you think are the innovation directions of the battery industry in terms of cost control and efficiency improvement?
He Zhiqiang: The energy storage system mainly consists of two parts, one is the cell and the other is the power electronics.
The most discussed cells may be solid-state batteries and sodium batteries. For solid-state batteries, everyone needs to continuously pay attention to their development. When they can be mass-produced on a mature scale is a very expected thing, but it is definitely difficult in the short term. In addition, sodium batteries are actually very suitable for the energy storage industry, but the cost and maturity also need time and continuous attention.
In addition, for the development of power electronics technology, we may need to pay high attention to the technical maturity and cost reduction of SiC. If SiC is successfully applied on a large scale, it will not only significantly reduce the cost, but also improve the efficiency and heat dissipation of the entire system, and the volume may also change, and even affect the pattern of the new energy industry.
03 Chaodian Think Tank: From a longer time dimension, the global household energy storage industry is bound to be a long-term favorable tuyere track, but in recent years, there have been fluctuations and adjustments due to the imbalance between product supply and demand and the intensification of competition. What is the secret of iYPOWER's continuous and stable growth in such a market environment?
He Zhiqiang: The energy storage industry is indeed developing very fast and is also highly involuted. What we need to do is not only to solidly implement the current technology and products, but also to look up and pay attention to the industry trend and future direction.
For iYPOWER, it may be more about conforming to the market demand, concentrating advantages to make products refined and excellent, ensuring continuous iteration and competitiveness improvement, and at least meeting the application needs of customers in the next one or two years. We should take one bite at a time and walk step by step. We should at least have the leading ability to be one year ahead of the industry at the product end, and at the same time, we must do a good job in the technical reserve of product research and development.
In terms of specific business strategies, iYPOWER already has very mature fields of household energy storage and industrial and commercial energy storage. We will spend 80% of our energy on micro-innovation and upgrading iteration of mature products, and 20% of our energy on product and technical innovation research in the subdivided fields of household energy storage and industrial and commercial energy storage.
04 Chaodian Think Tank: In the market with serious product homogeneity, "differentiated competition" has become the annual hot word in the household energy storage industry. What specific layouts has iYPOWER made in this regard?
He Zhiqiang: First of all, it must be said that iYPOWER attaches great importance to product and R & D innovation, which is the source power for the company to move forward continuously.
After devoting ourselves to this industry for so many years, we can always feel the demand for differentiation and the future direction in advance. I think every practitioner on the scene will have such an experience.
One of the business values of iYPOWER is "continuously creating competitive products". only with competitive products can there be a company with core competitiveness.
In the field of household energy storage, the theme of the new year is cost reduction. We will try our best to achieve the ultimate in every link of the industrial chain, technical modules, process flow, materials and other links. We still have confidence in the increasingly involuted market.
In the aspect of industrial and commercial energy storage, several products we have developed for the overseas market, such as the optical storage-diesel microgrid integrated cabinet and the optical storage-charging DC-coupled integrated cabinet, are very popular. There are still many opportunities for innovation, optimization and iteration in this field, and it is completely possible to create higher cost performance through differentiation. Around this idea, you can see that we will launch many new products in the future.
05 Chaodian Think Tank: According to our understanding, the sales situation of iYPOWER's household energy storage products in Asia, Africa and Latin America is very considerable. What is the strategic plan for the North American household energy storage market?
He Zhiqiang:iYPOWER's products are all developed for the needs of the overseas market, mainly ODM/OEM. In order to better cooperate with domestic and foreign channels, trade and brand customers, our products have also obtained a lot of certifications, such as IEC in Europe, UL in the United States, and high-cost-effective products and related official certifications in Asia, Africa and Latin America and countries along the Belt and Road.
In the North American market, we mainly cooperate with trading customers and also launch some particularly good products, such as off-grid all-in-one products (single-phase 120Vac) and hybrid network all-in-one products (split-phase 120Vac/240Vac). Among them, our 3KW/5KWh American standard single-phase low-voltage series, 6KW/10KWh and 12KW/15KWh American standard split-phase series are very popular and have also been highly recognized by customers.
06 Chaodian Think Tank: 2025 has begun. What new plans does iYPOWER have that we can look forward to?
He Zhiqiang: iYPOWER will have a large number of new products in 2025. Some are the upgrading and iteration of the original product lines, and some are completely new products developed.
In the field of household energy storage, we will continue to develop all-in-one products. All capacity segments and power segments will be upgraded, and the European standard series and American standard series will be iteratively upgraded to achieve the ultimate cost performance and high reliability.
In the field of industrial and commercial energy storage, we will upgrade the entire series of optical storage-charging products, and there will be a lot of new technology integration, such as the combination of air cooling and liquid cooling, the combination of low voltage and high voltage, the combination of DC coupling and AC coupling, and so on. In addition, the optical storage-charging series products will also be fully upgraded and iterated with full liquid cooling and full DC.
At the company's annual planning meeting, we have clearly decided that in the new year, we will focus on the changes in market demand, focus on the core business, increase R & D investment, recruit elite talents, enhance product competitiveness and further expand the domestic and foreign markets.
