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研报掘金丨德邦证券:阳光电源储能业务打开新增长极,首予“买入”评级

Research Report Nuggets丨Debon Securities: Sunshine Power's energy storage business opens up a new growth pole and is the first to receive a “buy” rating

Gelonghui Finance ·  May 29 15:25
Gelonghui, May 29 | According to a recent research report by Debon Securities, in 2023, the Sunshine Power (300274.SZ) energy storage system shipped 10.5 GWh globally, ranking first among Chinese companies for eight consecutive years. Currently, the company's energy storage systems are widely used in mature electricity markets such as the US, the UK, and Germany, and are continuously strengthening the deep integration of wind and solar storage. There was not a single safety incident in any of the participating energy storage projects, and extensive application experience has been accumulated in the fields of frequency modulation and peak modulation, auxiliary renewable energy grids, microgrids, industry, commerce, and household energy storage. As a leading inverter company, the company has obvious advantages in scale and channel. The energy storage business opened up a new growth pole, covered for the first time, and gave the company a “buy” rating.

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