“I studied information management, and I always wanted to make smart products,” Liu Bingbin, founder and CEO of Guangzhou Jianghai Technology, told 36Kr at the company’s Shenzhen office. The company is behind the overseas brand Zendure.

He realized early that “adding Bluetooth or Wi-Fi to a power bank was meaningless. Later, when we made portable power stations, we also tried adding 4G modules, but the demand was not that strong in outdoor scenarios.”

That changed in 2022, when Liu discovered balcony energy storage. The device is fixed at home, connected in real time, and checked daily by users who want to know how much electricity they have generated and how much money they have saved. More importantly, unlike traditional residential energy storage, which depends heavily on installation, balcony energy storage can be plug-and-play. It bypasses bottlenecks around installer channels and electrician availability, allowing it to enter households quickly, much like a home appliance.

“This scenario was exactly the high-stickiness, strong-demand, consumer electronics scenario we wanted,” Liu said, with the certainty of someone who had waited a long time.

That consumer-facing DNA, present from the company’s first day, is helping Zendure differentiate itself from traditional energy storage companies.