2025年欧洲现有能源资产智能化改造研究报告（英）

Retrofit Report2025 Retrofit report 2025 This report explores the growing retrofit market in Europe and shows how intelligent energymanagement unlocks the full value of existing assets - for OEMs, installers, households and the grid. Executivesummary3Retrofitting:The smarterwaytoupgradeexistingenergysystems4The biggest retrofit players in Europe5Retrofitting +EMS=The perfect match6Retrofit setupsto connect and expand7Howretrofittingaidscustomeracquisitionandincreasesrevenue8Surveyresults:Endusers'willingnesstoretrofit9Savings for end users - Germany11Savings for end users-Netherlands12Savings for end users - Spain13Savings for end users -UK14Regulatory drivers for retrofitting15gridXmakesthecomplex,simple-andtheexisting,smart16Retrofitting for a smarter energy future17Aboutus18Sources19 Executive summary In this report, we explore the growing importance of retrofitting in today's energy landscape: what itis, how it works and why connecting existing assets to an EMs is key to unlocking flexibility, Benefits for energy players Tap into 63M legacy assets Retrofitting enables OEMs,installers and utilitiesthroughout the energy ecosystem to acquireand retain customers, upsell new solutions andtap into additional revenue streams - all whilepreparing legacy systems for a more flexible,connected and robust grid. By turning existingassets into smart, controllable ones, retrofittingsupportsbusinessgrowthandboostsoperational efficiency. Europe already has more than 63 million PVsystems, heat pumps and wallboxes, butbetween 70-85% remain unconnected to anyform of “smart” control, making these assets"analog".Retrofittingwithanenergymanagement system adds intelligence to thishuge base,transforming the isolated devicesinto smart, optimized, grid-ready systems. Customers ready for retrofits Smart retrofits = great savings Savings simulations make it clear: householdsthat combine existing assets (i.e.,retrofit) with abattery, dynamic tariffs and an EMS can unlocksubstantial annual savings: up to 782 in theNetherlands,1,492 in theUK and 1,301 inSpain. In Germany, optimized setups that enables14a Module 3 can even push yearly energy billsbelow zero, meaning customers make moneyrather than spend. Agridx survey of 265 asset owners found that66% plan to add more devices within two years,making them strong retrofit candidates. Marketdemand varies: batteries lead in Germany andthe Netherlands, while the UK will focus onadding EV chargers.88%of respondents wantall assets to work seamlessly together,makingsmartEMscrucial,especiallyasuserslooktosave money, boost self-consumption andautomate control. gridX makes retrofitting simple Subsidyshiftsignitedemand In 2032,over one million German PV systems willexit their20-year EEG contracts, joining millionsmore facing higher, market-based tariffs. In theNetherlands,34%of homes alreadyhavePVandwill soon lose net-metering benefits. Together,these shifts push households to avoid massiveprice increases with smart storage and control,creating a massive retrofit opportunity With XENON, existing energy assets becomeconnected and flexible without costlyreplacements. Adaptable integrations, fastcommissioning and strong OEM partnershipsunlock major savings, new service revenues andaccess to millions of retrofit-ready customers.Withscalableapproaches,gridxturnscomplexity into opportunity and accelerates theenergy transition. Glossary OEM -Original equipment manufacturerPV - PhotovoltaicToU - Time of use DER - Distributed energy resourceEMs - Energy management systemGCP - Grid connection pointHEMS - Home energy management system Retrofitting:The smarter way to upgradeexisting energy systems Retrofittingisthenextgrowthphaseoftheenergytransition AcrossEurope,morethan63millionsolarPVsystems,heatpumpsandwallboxeshavealreadybeeninstalled-andthenumberkeepsclimbing.That includesroughly25-30millionrooftopPVsystems,around26millionheatpumpsand12-15millionhomewallboxes.Themajorityareunconnectedtoanenergymanagement system (EMs)oranyformof smart control (makingthem“analog"systems):closeto70%of PVsystems,80%ofheatpumps and85%ofwallboxes.Allthatunmanaged capacityisboth atechnical burdenand acommercial opportunity.- Retrofittingbuilds on this existingbase.Instead of replacinghardware,it adds intelligence,automation and connectivitytowhat's alreadythere,sopreviouslyisolateddevices start operatingaspartofaunifieddigitalsetup. When an EMs is added into the mix, the impact grows significantly.By integrating existing PVsystems,batteries,wallboxes and heatpumps into a single EMs,energyserviceproviders can unlockreal-time optimization,higher self-consumption and compliance with new grid regulations -all whileopening new revenue streams.Turning analog assets into smart, connected ones not onlystrengthens grid stability but also enables providers to grow their customerbase, sell value-addedservices and foster long-term loyalty. Twoapproachesmakeitpossible(moreonpg.7): . Retro-connect: Links existing