On December 8, it was reported that the energy storage sector opened strong. As of press release, Zhiguang Electric and Wenshan Electric Power had come to a standstill, while Xinfeng, Shangneng Electric, Baoguang Co., Ltd., Boliwei, and Tongli continued to rise.

　　Guojin Securities believes that the outbreak of the domestic new energy power-side energy storage market in 2022 is almost a probable event. Based on the assumption that domestic scenery installed in 2022 is 100 GW or more, even according to a more conservative calculation of 10% capacity x 2 hours, the demand for additional energy storage configurations on the power generation side alone will exceed 20 GWh, which is expected to increase more than 3 times over the total number of new domestic energy storage installations in 2021.