原创专栏-手机报
当何志强走进潮电智库主办的““2024年全球光储能源暨微逆&微储全场景应用峰会”现场时，很多行业的朋友打招呼都称以“老何”。
作为深圳爱阳动力有限公司创始人，首席产品经理，何志强拥有在比亚迪工作10年以上，近20年BMS及新能源系统经验积累，对微电子/高压/储能系统等均有着深入研究，确实是新能源行业不折不扣的老兵。
即便如此，在峰会举办期间，何志强仍然认真的倾听着每位嘉宾的演讲内容，并仔细的做起了笔记。在他看来，只有永远保持一颗谦逊学习的心，才能做到知己知彼，审时度势，持续提升公司竞争力。
日前，潮电智库专访了何志强先生。对于全球户储市场发展趋势，他有着非常专业且通透的认知，也是爱阳动力业绩连年增长的引领者。
01潮电智库：氢光储系统是目前行业的热门话题之一，爱阳动力也进行了相关的技术与产品部署。请问切入这一新赛道，公司是基于怎样的战略考量？
何志强：“氢+光+储”三者结合，可以说是一个相当完美的结合。目前我们长期代工的合作客户中，很多在做这方面的尝试，其中有些直接下了生产订单。
从技术路径来看，氢燃料电池一定是未来，但是因为技术及成本的原因，实现大规模普及还有比较长的时间，但是和光伏结合一起发电是比较好的方案选择，二者是比较理想的绿色能源。另外无论氢燃料还是光伏发电，都需要锂电池做储能，去平衡整个能源稳定的问题。
因此未来三五年内，在绿色能源经济理念的驱动下，有充分的理由看好氢光储市场需求爆发。
02潮电智库：作为储能系统的核心部件，在节本控制与效率提升方面，您觉得电池行业的创新方向有哪些？
何志强：储能系统主要是两块构成，一块是电芯，一块是电力电子。
电芯大家可能讨论最多的就是固态电池和钠电池，固态电池也是大家都要持续关注其发展情况的，什么时候可以成熟规模化量产，是一个非常期待的事，但是肯定短期还很难。另外钠电池其实是很适合储能行业的，但是成本和成熟也还需要时间，也要持续关注。
另外电力电子技术的发展，可能要高度关注SiC的技术成熟和成本降低。如果SiC大规模成功应用，不仅使成本大幅降低，还能提升整个系统的效率、散热的问题，而且体积可能都会改变，甚至影响到新能源行业的格局。
03潮电智库：从更长的时间维度来看，全球户储行业必然是长期利好的风口赛道，但这几年因为产品供需失调及竞争加剧的原因出现了波动调整。在这样的市场环境下，爱阳动力保持连续稳定增长的秘诀是什么？
何志强：储能行业的确发展很快，也高度内卷。我们要做的是既要把眼前的技术和产品扎实落地，又要抬头关注行业趋势和未来的方向。
对于爱阳动力来说，可能更多的是顺应市场需求，集中优势把产品做精做好，保证持续迭代和竞争力提升，至少能够满足客户未来一两年的应用需求。饭要一口口的吃，路要一步步的走，我们在产品端至少要有超前行业一年的领先能力，同时必须做好产品研发的技术储备。
在具体的经营策略方面，爱阳动力已经有很成熟的家庭储能和工商业储能领域。我们会将80%的精力放在成熟产品的微创新和升级迭代，20%精力放在家庭储能和工商业储能细分领域的产品和技术创新研究。
04潮电智库：在产品同质化严重的市场上，“差异化竞争”已经成为户储行业的年度热门词。请问在这一方面，爱阳动力做了哪些具体布局？
何志强：首先得说，爱阳动力特别重视产品及研发创新，这是公司不断向前的源动力。
全身心投入在这个行业这么多年，我们总是能提前感觉到差异化的需求和未来的方向，我想每一位身临其境的践行者都会有这样的体会。
爱阳动力的经营价值观里有一条就是“持续创造有竞争力的产品”。有竞争力的产品，才能有核心竞争力的公司。
在家庭储能领域，新的一年的主题是降本，从产业链每个环节、技术模块、工艺流程、材料等各环节去尽量做到极致，对于越来越卷的市场我们依然有信心。
工商业储能方面，我们针对海外市场研发的几款产品，比如光储柴微网一体柜，光储充直流耦合一体柜都非常受欢迎。这个领域的创新、优化、迭代的空间机会还非常多，完全可以通过差异化创造出更高的性价比。围绕这一思路，后续大家可以看到我们很多新产品会推出。
05潮电智库：根据我们了解，爱阳动力的户储产品在亚非拉的销售情况非常可观，请问对于北美家庭储能市场有怎样的战略规划？
何志强：爱阳动力的产品都是针对海外市场需求研发，主要是ODM/OEM为主。为了更好的配合国内外的渠道、贸易、品牌客户，我们的产品也做了很多的认证，例如欧洲的IEC，美国的UL，以及亚非拉地区，一带一路沿线国家高性价比产品及相关官方认证。
在北美市场，我们主要还是配合贸易客户去做，而且也推出一些特别好的产品，有离网一体机的产品(单相120Vac)，有混网一体机的产品(裂相120Vac/240Vac)，其中我们的3KW/5KWh的美标单相低压系列、6KW/10KWh和12KW/15KWh美标裂相系列都非常畅销，也得到了客户的高度肯定。
06潮电智库：2025年已经开启，爱阳动力有哪些让我们期待的新规划？
何志强：2025年爱阳动力会有非常多的新品出来。一些是原有产品线的升级迭代，一些是研发的全新产品。
家庭储能领域，我们会把一体机产品进行到底，各容量段，各功率段都会升级，欧标系列和美标系列都会迭代升级，做到极致性价比和高可靠。
工商业储能领域，我们会升级光储充的全系列产品，会有很多新的技术融合，风冷和液冷结合，低压和高压结合，直流耦合和交流耦合结合等等。另外光储充系列产品也会把全液冷全直流做全面升级迭代。
在公司的年度规划会议上，我们已经明确决定，新的一年里将围绕市场需求变化，聚焦核心业务，加大研发投入，招募精英人才，提升产品竞争力，进一步拓展国内外市场。
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.
