Today, the 2026 SNEC SMART E Global Smart Energy Conference is held in Shanghai. Tian Qingjun, Senior Vice President of Vision , delivered a keynote speech entitled "New Era, New Mission and New Orientation" at the opening ceremony, which systematically expounded the deep thinking on the transformation of the new energy industry. Tian Qingjun pointed out that China's new energy industry has officially entered the 3.0 era, and asset operation and system solution capabilities are replacing pure equipment manufacturing as a new watershed for enterprises. At the same time, AI, systematization, financialization, globalization and comprehensive marketization will become the key variables to define the next stage of the industry.
Industry advancement: From product manufacturing to system development, Wang
Tianqingjun divided China's new energy development into three eras: the 1.0 era is the era of new energy equipment, the 2.0 era is the era of new energy development, and the 3.0 era is the era of new energy operation. In the 1.0 era before the grid parity, equipment manufacturing grew rapidly, from following to leading, the profit of wind power photovoltaic equipment was considerable, and the industry was in a benign development period. In the 2.0 era after the parity in 2020, driven by the target of double carbon, the installed capacity of wind and solar power has set a new record every year. China's newly installed capacity has exceeded 60% of the global total, and the resource development side is profitable, but the manufacturing industry is deeply in low gross profit or even negative gross profit, and the price involution and disorderly expansion of production capacity are serious. At the same time, energy storage began to develop at a high speed. Since 2025, when new energy entered the market in an all-round way, the industry has officially entered the 3.0 era.
"The characteristics of the 3.0 era are that the ability of asset operation becomes the core competitiveness, and the ability of comprehensive solutions and system solutions of enterprises becomes the core barrier." Tian Qingjun said that in the future, enterprises should not only focus on the R & D and manufacturing of power generation equipment, but also expand upstream and downstream, forging green power direct connection, zero carbon park construction and other system capabilities in green power development, green power consumption and other scenarios. He also warned that there will be a large number of cross-border players entering the track through energy storage and load side, and the industry structure is facing a deep reshaping.
Vision Practice: How to Cross the Industry Cycle by Crossing the Involution Cycle
with "Wuquan"? In his speech, Tian Qingjun systematically disclosed for the first time the "five-all" methodology of the vision-the whole stack self-research and self-control, the whole industry chain expansion, the whole life cycle service, all-round cooperation, and the whole process management and control.
As for the self-research of the whole stack, he said: "The self-research of the whole stack is the only way to keep calm in the extreme involution." Vision replicates the experience in the field of wind power to energy storage and green hydrogen. Energy storage is self-developed and self-made from battery core to PCS, EMS and BMS. In the future, transformers will also be produced independently to ensure product iteration speed, cost control and system efficiency. In the whole industry chain, the vision is to open up the upstream and downstream, develop power stations independently, supply green power independently, and evolve from a single equipment supplier to a system solution supplier. Full life cycle services are more from international experience, overseas markets generally require enterprises to provide long-term services for 20 to 30 years, which puts forward extremely high requirements for the sustainable operation ability of enterprises, and also urges the vision to forge it into core competitiveness.
In terms of all-round cooperation, Tian Qingjun put forward the concept of "value exchange". Everyone can be customers and bind each other, help customers to finance through operation, and even jointly develop and invest in customer projects. In addition, he also emphasized the importance of the whole process control, which is a common shortcoming of domestic enterprises. Vision has established a complete process system from strategic planning, marketing to product development, service delivery, finance and human resources, and the process itself is becoming the base of core competitiveness.
Future trend: "Five modernizations" define the end of
new energy. For the future of the industry, Tian Qingjun uses "five modernizations" to summarize: AI, systematization, financialization, globalization and marketization. Among them, AI is put in the first place.
"AI and new energy are two-way rush and mutual achievement." Tian Qingjun judged that AI not only opened up a broad market space for new energy applications, but also provided infinite possibilities for the new power system with new energy as the main body. He said that the "Tianji Meteorological Model" and "Tianshu Energy Model" independently developed by Vision have been widely used in various " Source Network Load Storage " projects. At the same time, he pointed out that AI is not a tool, but an enterprise's employees, partners and even management consultants. In terms
of systematization, Tian Qingjun pointed out that the global demand for new energy is rapidly changing from a single power station to a systematic solution. China has the best photovoltaic, wind turbine, frequency converter, transformer, energy storage, battery and other single equipment in the world, but the system capacity is still short. Business models such as new power system, new energy system , green power direct connection and zero carbon park are essentially high-level requirements for the capability of new energy system. Speaking of financialization, he said bluntly: "New energy is essentially a financial attribute, which can be regarded as a new global infrastructure." He called for accelerating the integration of new energy and finance and actively promoting the development of financial products such as REITs. International large-scale new energy projects are often supported by large consortia and financial companies, and China should also promote the integration of finance and new energy.
For globalization, Tian Qingjun stressed that "new energy is born of globalization", and the Chinese market has never been able to stand alone. At the same time, we must be aware that geopolitical and trade barriers will exist for a long time, and the only way to solve this challenge is to deeply integrate into the international community and form an international ecosphere from industry to service. "Full marketization is the end game of new energy development," he said. New energy benefits from policy support in the early stage of development, but in the future, it must get rid of the dependence on subsidies, realize market value by expanding various scenarios, and complete the extension from service grid to enabling industry load.
Industry appeal: Be a long-term person and refuse price war
. Finally, Tian Qingjun issued an initiative to the leading enterprises in the industry, "New energy has never been a profiteering industry, and the whole industry bears the major social responsibility of ensuring national energy security and implementing the dual-carbon strategy." Leading enterprises should focus on long-term business value, actively resist vicious price war, keep in mind the original mission of new energy to help global carbon neutralization and promote global energy transformation, rely on technological innovation, system solutions and full-cycle services to build core competitiveness, and lead the whole industry to a high-quality and sustainable development path.
浙公网安备33010802003254号