University-Facilitated Pathways for Value Revaluation of Sichuan Energy-Storage Enterprises under Energy-Market Volatility
Abstract
prices rose from RMB 275, 000/t in 2021 to RMB 512, 000/t in 2022, then fell to RMB 75, 050/t in 2024, while national new-type storage
capacity reached 73.76 GW. In 2024, the interprovincial electricity spot price averaged RMB 0.412/kWh and Sichuan represented 23.73% of
purchaser volume. The cases show heterogeneous revenue and R&D-intensity signals. Guided by absorptive-capacity and signaling theory,
the framework maps evidence gaps to four pathways: joint technical validation, intellectual-property and standards support, demonstration
and operating-data platforms, and interdisciplinary talent and technology-finance services. These pathways turn tacit capability into verifiable
assets that may support revaluation; the design does not identify causal effects on market prices.
Keywords
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DOI: http://dx.doi.org/10.70711/frim.v4i9.10248
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