智通财经APP获悉,据高工产业研究院(GGII)调研统计,2022年中国储能系统企业出货量合计达50GWh,同比增长超200%。2022年受益于全球储能市场的高景气度,作为全球市场的主要供应方,中国本土储能系统企业发展迅猛,出货量大涨。
据GGII最新统计,2022年中国储能系统集成商中出货量(国内+海外市场)超1GWh的企业共计16家。从入围企业属性来看,中国主流的储能系统集成商主要有四大参与群体:1)以阳光电源(300274.SZ)、天合储能、远景能源、中车株洲所等为代表的风光产业链企业;2)以比亚迪(002594.SZ)、南都电源(300068.SZ)、中天储能等为代表的锂电池生产企业;3)以海博思创、科陆电子(002121.SZ)等为代表的第三方专业系统集成企业;4)以南瑞继保为代表的电力设备企业。具体企业见下表:
The Zhitong Finance App learned that according to research statistics from the High Industrial Research Institute (GGII), the total shipment volume of energy storage system companies in China reached 50 GWh in 2022, an increase of more than 200% over the previous year. Benefiting from the high level of prosperity in the global energy storage market in 2022, as the main supplier to the global market, local energy storage system companies in China developed rapidly and shipments soared.
According to the latest GGII statistics, there were a total of 16 energy storage system integrators in China that shipped more than 1 GWh (domestic+overseas markets) in 2022. Judging from the attributes of shortlisted companies, mainstream energy storage system integrators in China mainly have four major participating groups: 1) represented by Sunshine Power (300274.SZ), Tianhe Energy Storage, Envision Energy, CRRC Zhuzhou, etc.Scenery industry chain enterprises; 2) Represented by BYD (002594.SZ), Nandu Power (300068.SZ), Zhongtian Energy Storage, etc.Lithium battery manufacturers; 3) Represented by Haibo Innovation, Clu Electronics (002121.SZ), etc.Third-party professional system integration company; 4) Represented by Nanrui JibaoPower equipment companies. See the table below for specific companies: