Squat, Accumulate, Launch: JDEnergy Transformation Trilogy
How difficult and likely is it for a leader in a fiercely competitive market to break through under the dual pressures of volatile policies and market conditions?
Singularity Energy, a giant in industrial and commercial energy storage, is facing just such a soul-searching question.
To some extent, this is indeed the case. In China and around the world, the energy storage industry is facing a more complex internal and external environment.
On the one hand, the energy storage industry is at an inflection point shifting from “policy-driven” to “market transaction-driven”. Coupled with the cancellation of administrative time-of-use electricity pricing policies in many domestic provinces, higher requirements have been placed on the energy storage industry — namely, to help users achieve higher returns through integrated intelligent operation from grid side to user side.
On the other hand, closely linked with policies, the industry’s own transformation continues to deepen. Especially since last year, the short supply of battery cells, PCS and other components has raised higher demands for supporting production capacity and supply chain security of energy storage enterprises. Meanwhile, energy storage companies have expanded into segmented application scenarios and accelerated their overseas business. At present, diversified scenario increments and global expansion are bringing new vitality to energy storage enterprises.
In the view of Liu Weizeng, Founder and Chairman of Singularity Energy, the core of competition in the domestic energy storage market is shifting from a single focus on equipment comparison to a deeper competition in systematic supply and refined operation. The way to break through lies in product innovation and full-value-chain collaboration.
As one of the most successful leading enterprises in distributed energy storage in recent years, combined with its performance over the past year and the recent major news of the delivery and grid connection of its first GWh-scale large-scale energy storage project, Singularity Energy has not only won high market recognition, but also successfully embarked on a path of “squatting, accumulating momentum and launching” with both domestic and international development through its “full-value-chain collaborative incremental transformation”.
Squatting: A Year of “Balancing Internal Strength and External Expansion”
The energy storage sector has experienced unprecedented turbulence, with opportunities and challenges intertwined in an extreme form, pushing the industry from an extensive era of scale expansion to accelerate into a new stage of value-based competition.
On the market side, amid severe product homogeneity in the energy storage industry, price wars have continued to spread, and system quotations have kept declining, squeezing the profit margins of energy storage system integrators to the limit. Coupled with the shortage and price hikes of core components such as battery cells and PCS in the second half of the year, energy storage system integrators have faced pressure from both inside and outside.
On the policy side, with the cancellation of time-of-use electricity pricing in many provinces and cities across China, industrial and commercial users participating directly in the market will bid farewell to fixed government-set time-of-use prices and instead implement flexible time-of-use pricing mechanisms that change with market supply and demand. This electricity pricing reform centered on “market-oriented pricing” is completely reshaping the development logic of the energy storage industry.
This turmoil has led enterprises across the energy storage industry chain to reach a consensus: the industry has bid farewell to the stage of simply pursuing scale and low prices and entered a brand-new era of value. Enterprises are no longer focused solely on scale expansion, but on improving technological innovation, product reliability, full-life-cycle services, and global operational capabilities.
“Diversified application scenarios, refined full-life-cycle operation capabilities and asset efficiency have become the key to revenue.” In Singularity Energy’s view, the shift of industrial and commercial energy storage from policy-oriented to market-oriented does not mean the collapse of its underlying logic, but places higher requirements on enterprises.
In 2025, the “low-key” Singularity Energy adopted its targeted strategy: strengthening both internal and external capabilities, forging hard-core strength internally and building a win-win global ecosystem externally, thus demonstrating strong development resilience.
Internally, powered by flexibility, automation, digitization and intelligence, Singularity Energy has completed the intelligent upgrading of its PCS production lines and PACK production lines, while achieving a critical leap in production capacity.At present, the annual capacity of Singularity Energy’s PCS production lines has exceeded 14GW; the annual capacity of a single module PACK production line has exceeded 5.2GWh, with total capacity rising to 20GWh per year, installing a “mass production accelerator” for its rapid development in the future.
In the global arena, Singularity Energy has continuously deepened its localized service capabilities, setting up marketing and service centers in multiple overseas countries and regions to provide efficient marketing support, installation and commissioning, operation and maintenance guidance, and after-sales services. Meanwhile, it has carried out systematic product and technical training to fully empower its partners.
In addition, all of Singularity Energy’s core products have obtained multiple international authoritative certifications, securing “passports” to global markets.
Singularity Energy’s internal improvement and external expansion through squatting has undoubtedly laid the groundwork for its subsequent project delivery, diversified scenario expansion, and even the construction of a “globalization + full-value-chain” ecological capability.
Accumulating Momentum: Innovation in Implementation, Singularity Energy Shines with Highlights
2025 was not only a year of squatting for Singularity Energy, but also a year of frequent highlights and fruitful achievements.
Judging from the launch of many innovative technological products and data analysis of project implementation, Singularity Energy has built substantial advantages in both technology and market.
The history of competition in the new energy industry tells us that extreme product innovation can not only lead the direction of industry competition, but also lay a solid foundation and driving force for the future growth of enterprises.
More importantly, product innovation has long gone beyond laboratory parameters or the showcase of a single product. Instead, it relies on a differentiated innovation mechanism of “speed, accuracy and authenticity” to let excellent products speak for themselves in scenario applications.
Having long recognized this, Singularity Energy has never stopped its pace of product innovation. On the contrary, it has simultaneously launched a systematic transformation for long-term growth, reinterpreting “what Singularity-style innovation is” in the new cycle.
First comes conceptual innovation.
Based on product philosophy, system philosophy and value philosophy, and cutting-edge technical directions including AC-DC integration, 4S integration and AI operation, Singularity Energy focuses on the core demands of energy storage safety and economy. It defines the BCS system architecture from user needs, achieves optimal solutions in all links of energy storage systems from manufacturing, cost, quality to operation and maintenance through integrated operation and maintenance, and completes the leap from “lowest cost per kWh” to “highest value per kWh”.
Second is path innovation. Value-oriented and driven by problems, technologies and business models, the company targets pain points to resolve the dilemma of product homogeneity in the sector. Coupled with diversified revenue portfolios such as spot trading, ancillary services and capacity leasing, it covers all links from project planning and construction to operation and maintenance, ensuring the realization of full-cycle value for energy storage operation.
Last but not least is technological innovation. At present, Singularity Energy has built a modular energy storage product matrix featuring safe and intelligent control.
The string-type prefabricated container Galaxy-1 is a flagship new product innovatively launched by Singularity Energy. Adopting the company’s original “All In One” design concept, Galaxy-1 integrates a 314Ah lithium iron phosphate battery, BMS, string-type PCS, fire protection system, thermal management system, power distribution and communication systems into a standard 20-foot container. It is compatible with both 2-hour and 4-hour energy storage markets, perfectly adapts to medium-voltage access on the industrial and commercial side and multi-scenario access on the generation-grid side, solves problems such as heavy on-site construction and difficult standardized transportation at one stroke, and boasts core advantages of high energy efficiency, high safety and high integration.
A visible trend is that, due to the complexity and ambiguity of the uncertain era in energy storage, enterprises’ resources, energy and time are precious and limited, so clear guidance is particularly needed — and accurate grasp of user needs is the key point.
As the first company in the industry to propose the “All In One” product design concept and launch the distributed energy block eBlock, Singularity Energy has always taken user needs as the starting point of all innovation.
Facing increasingly fierce market competition, Singularity Energy chose to “break boundaries and embrace innovation”, breaking its inherent label of “leader in distributed energy storage”, taking the initiative to pursue change and launching the string-type prefabricated container Galaxy-1. This has expanded Singularity Energy’s product matrix from distributed energy storage cabinets to containerized energy storage products.
Thanks to this new product, Singularity Energy has broken its record for single project scale and successfully delivered its first GWh-scale project — the 500MW/2000MWh energy storage project in Dengkou, Inner Mongolia. In addition, Galaxy-1 has also been successfully applied in a user-side project, the 67MWh energy storage project of Zhejiang Hengyi Petrochemical.
Launching: Singularity Energy’s New Journey of Globalization and Full Scenarios
Centered on the concept of “energy storage value reconstruction” through “product innovation and full-value-chain collaboration”, Singularity Energy’s advantages in globalization and full-value-chain deployment are continuously expanding. It is connecting diversified scenarios to build a “value model” for the energy storage industry.
On the market side, Singularity Energy has created increments through the expansion of diversified scenarios and the resonance of the global market. The successful implementation of numerous projects in 2025 has largely fully proven the “value” of Singularity Energy’s new growth drivers.
In the past 2025, Singularity Energy successfully delivered and connected to the grid many benchmark projects, including the Zhendong 100MW/200MWh electrochemical energy storage project, the Pengzhou Yongdingqiao 100MW/200MWh energy storage project, the CNNC Linxiang 200MW/400MWh energy storage project, the Ningxia Hanjun 150MW/600MWh energy storage project and the 500MW/2000MWh energy storage project in Dengkou, Inner Mongolia.
Among them, the CNNC Linxiang 200MW/400MWh energy storage project, delivered in just 35 days, fully witnessed “Singularity Speed”. The 500MW/2000MWh energy storage project in Dengkou, Inner Mongolia, equipped with the string-type prefabricated container Galaxy-1, marks Singularity Energy’s first GWh-scale large-scale energy storage project connected to the grid.
In terms of globalization, by the end of 2025, Singularity Energy’s business footprint had expanded to Europe, the Americas and Asia Pacific, with products successfully sold to many overseas countries and multiple projects delivered one after another. With its outstanding comprehensive strength, Singularity Energy was continuously listed on BNEF Tier 1 in 2025, firmly ranking among the world’s first-tier energy storage manufacturers.
Meanwhile, facing the Notice on Effectively Promoting the Signing and Performance of Medium- and Long-Term Power Contracts in 2026 (FGY [2025] No. 1502, hereinafter referred to as Document 1502) and policies on time-of-use electricity pricing adjustments in many provinces and cities, Singularity Energy firmly believes that this policy is by no means a “terminator” for the industry, but a “catalyst” accelerating its transformation from policy-driven to market-driven.
According to GG Energy Storage analysis, as industrial and commercial energy storage shifts from “policy-driven” to “market-driven”, the time-of-use pricing system is being restructured, posing a fundamental challenge to the traditional peak-valley arbitrage model and spawning new trends. Competition in the industrial and commercial energy storage market will become increasingly fierce, and technology-driven innovation, diversified profitability and product innovation will become the keys to breaking through.This also means that energy storage operation must possess strong market insight, forecasting capabilities and rapid response capabilities.
With keen market insight and forward-looking layout, Singularity Energy has built multi-dimensional competitive barriers.
On the one hand, facing the high uncertainty and complexity of market time-of-use electricity prices, Singularity Energy has fully upgraded its eMind Smart Energy Management Platform from two core aspects: multi-dimensional high-precision forecasting and AI-driven real-time strategy optimization. This enables high-precision forecasting of time-of-use electricity prices and user loads, maximizes the economic value of a single charge-discharge cycle, and helps users optimize returns.
On the other hand, Singularity Energy is accelerating the construction of a diversified revenue matrix including virtual power plant + spot trading, demand management + dynamic capacity expansion, and PV-storage integration.
According to GG Energy Storage, Singularity Energy has built the e-VPP Virtual Power Plant Smart Management Platform, which can aggregate distributed resources to participate in power demand response and frequency regulation and other power ancillary service markets. Combined with the independently developed eTrader Smart Electricity Spot Auxiliary Platform, Singularity Energy has also launched an innovative AI “fully managed” trading service, which accurately captures arbitrage opportunities in the electricity spot market, implements optimized strategies of discharging during high-price periods and charging during low-price periods, helping users gain arbitrage revenue in the electricity spot market.
At present, the eTrader Smart Electricity Spot Auxiliary Platform has been successfully deployed in multiple generation-grid side projects, verifying its trading capabilities. In the future, with the further opening of the power trading market, this platform is expected to be applied in user-side energy storage projects.
Through unique innovation in a series of technological products and forged experience from rich project practices, Singularity Energy has now built a full value chain covering project development, full-stack solutions, investment and financing services, intelligent operation to digital operation and maintenance. It empowers project development with accurate market insight, connects high-quality resources to support joint project construction, introduces “AI + trading” to reshape revenue structure and value-added potential, and guarantees full-life-cycle value through “full-domain coverage + intelligent control”.
Standing at the start of 2026, Singularity Energy is fully exploring the construction of “globalization + full-value-chain” ecological capabilities.
Liu Weizeng told GG Energy Storage that in the domestic market, Singularity Energy will closely follow market dynamics and policy guidance, deeply engage in power station operation rules and trends, and realize a three-dimensional value upgrade from the dual-wheel drive of “products + operation and maintenance” to “product innovation + safe operation and maintenance + intelligent operation”.
In the global arena, the company will actively layout overseas market strategies, deepen its core product matrix and certifications, establish overseas marketing centers and after-sales operation and maintenance centers to consolidate the foundation of localized services. Meanwhile,relying on the “full-value-chain” concept and mature domestic project experience, it will actively expand its global business footprint and steadily explore new scenarios for energy storage asset operation services.
Along the way, the energy storage market environment has undergone tremendous changes, bringing both opportunities and more challenges. Singularity Energy is firmly committed to the path of full-value-chain global ecological transformation and high-quality development. Through continuous capacity expansion, it has introduced “AI + trading” to reshape revenue structure and value-added potential.
This is a transformation for Singularity Energy. Perhaps years from now, this transformation will be seen as an important milestone in the development of the energy storage industry.
