据财联社主题库显示，相关上市公司中：In the period of January to May 2024, China's cumulative exports of energy storage batteries reached 8.4 GWh, an increase of 50.1% year-on-year. This growth rate is much higher than the 2.9% growth rate of power batteries during the same period. Industry insiders pointed out that as the supply of cells increases and the price war in the energy storage market intensifies, the revenue growth and profitability of each enterprise have shown obvious differentiation, and companies with strong ability to acquire overseas orders have increased their sales and profits significantly.
According to interviews with reporters, with the large-scale export of products such as photovoltaics, wind power, and electric vehicles overseas, there is an urgent need for advanced energy storage equipment to ensure the stable operation of the power grid. The speed at which energy storage companies export products and services to overseas markets is increasing significantly. Currently, domestic energy storage companies are in a key period of effectively using advanced production capacity and seizing overseas markets. In addition to Sungrow Power Supply's recent signing of the world's largest energy storage project, according to incomplete statistics, many companies such as EVE Energy Co., Ltd., Contemporary Amperex Technology, Rui Pula Jun, Gotion High-Tech, Guangzhou Great Power Energy and Technology, Haichen Energy Storage, and Far East Battery have signed energy storage system orders with overseas customers since the beginning of this year, with an expected order volume exceeding 32 GWh.
In the period of January to May 2024, China's cumulative exports of energy storage batteries reached 8.4 GWh, an increase of 50.1% year-on-year. This growth rate is much higher than the 2.9% growth rate of power batteries during the same period. Especially in May, the export volume of energy storage batteries reached 4 GWh, a year-on-year increase of 664%. It is evident that China's energy storage batteries are experiencing a peak period of going global. Industry insiders pointed out that as the supply of cells increases and the price war in the energy storage market intensifies, the revenue growth and profitability of each enterprise have shown obvious differentiation, and companies with strong ability to acquire overseas orders have increased their sales and profits significantly. In the future, enterprises with a global business layout, vertical integration of the industrial chain, and good financing capabilities will have more competitive advantages in market share and profitability. Huang Yajin, CEO of Fuqian Private Equity Investment, further pointed out that the current competition in China's energy storage market is fierce, and the price of energy storage systems continues to drop, approaching the cost line of some enterprises. For energy storage companies, the current period is a crucial choice of either going overseas or being eliminated.
According to the Financial Data Center, among related listed companies:
Ginlong Technologies' main products are grid-connected string inverters and energy storage string inverters. The company's orders for photovoltaic and energy storage inverters continue to improve, and overseas shipments have increased.
Deeye shares have a leading advantage in emerging markets such as Asia, Africa, and Latin America, with strong shipping momentum. The company recently announced a performance forecast for the first half of 2024, with a net profit of 750 million to 850 million yuan attributable to shareholders in the second quarter of 2024, a year-on-year increase of 11.1% to 25.9%, and a quarter-on-quarter increase of 73.2% to 96.3%.
