According to incomplete statistics, up to now, nearly 40 central enterprises have been involved in the energy storage business.
Recently, the "national team" energy storage company jointly established by 8 companiesChina Electrical Equipment Group Energy Storage Technology***(hereinafter referred to as "CEC Energy Storage") was established and attracted much attention from the industry.
It is reported that the shareholders of China Electric Energy Storage include China Electrical Equipment Group, China Electrical Equipment Group Science and Technology Research Institute, Pinggao Group, Xu Ji Group, Shandong Electric Group, CATL, Soying Electric, and China Power Borui Technology (Beijing)** Controlled by China Electric Equipment Group, it is reorganized and established on the basis of the electrical era of Shandong Electric Electric, the electric energy storage of Xu Ji Group, and the energy storage technology of Pinggao Group.
According to the data, the registered capital of China Electric Energy Storage alone is as high as 2 billion yuan, and its business scope includesEnergy storage technology services, battery manufacturing, energy storage equipment research and development, project EPCIt is committed to the research and development of efficient new energy storage technology and equipment for the whole industry chain of energy storage technology and technology.
Some analysts in the industry believe that the shareholders of China Electric Energy Storage are leaders in the field of energy storage, and China Electric Equipment Group has a high set of standards for energy storage companiesThe goal is to be "the first in the industry", and its strength should not be underestimated, or it will become the strongest central enterprise player in the field of energy storage.
It is understood that China Electric Equipment Group, the controlling shareholder of China Electric Energy Storage, was established in 2021, with total assets of more than 120 billion yuan, and is an important backbone enterprise supervised by the State-owned Assets Supervision and Administration Commission. The company's charging and energy storage business revenue in the first half of 2023 was 521.5 billion yuan, showing a steady upward trend. As of the first half of 2023, the company has built and put into operation more than 130 energy storage power stations, and energy storage products and services are all over the world. With more than 9GWh of energy storage projects under construction and operation, it is one of the world's largest energy storage service providers.
In October 2023, China Electrical Equipment Group's "New Energy Storage Integrated Technology and Equipment Joint Innovation Center" was unveiled, and in December 2023, the bidding for energy storage business integration consulting services was released, releasing a signal to further expand and strengthen the energy storage business.
In addition,Pinggao Energy Storage, Electrician Times, and Xu Ji Group, which participated in the reorganization, are all engaged in energy storage-related businesses and have good strength.
The core business of Pinggao Energy Storage is power energy storage systems, and in 2023, it will successively win the bid for multiple batches of centralized procurement of energy storage systems from State Power Investment Corporation, China Energy Construction, State Grid, Huadian Group, China Nuclear Industry Group and China Electric Equipment.
The business of Electrician Times covers energy storage equipment and engineering general contracting, and its products include outdoor energy storage cabinets, energy storage cloud platforms, liquid-cooled air-cooled battery cabins, etc. In 2023, it will be shortlisted for the energy storage centralized procurement projects of central enterprises such as Xinhua Hydropower of China National Nuclear Corporation, Huadian, China Energy Construction, China Power Construction, and Datang Group, with a cumulative shipment of 8GWh that year.
Xu Ji Group is a leader in the field of energy storage PCS, and its main products engaged in energy storage business are Xu Ji Power Electronics *** and Xu Ji Electric Branch Energy Storage Technology*** It is reported that in 2023, Xu Ji Power Electronics PCS product shipments will exceed 45gw。
It is worth noting thatThe shareholders of CEC Energy Storage include CATL, a leading battery company, and its business scope also includes battery manufacturing.