The National Energy Administration released the development of new energy storage in China in 2023, and recently announced the list of new energy storage pilot demonstration projects. In 2023, the installed capacity of domestic energy storage will be 4870GWh, higher than previously expected, is expected to exceed 65GWh in 2024, with a growth rate of more than 30%.
At present, China's power generation side energy storage demand is mainly driven by the mandatory distribution and storage policy, and the proportion of distribution and storage in various regions is generally 10-20%, and at the same time, the independent energy storage mode on the grid side is actively explored. Shanxi** is expected to achieve 138 new energy storage in China in 2027 under the ideal conservative scenario4/97.0GW, CAGR of 60 in 2023-20273%/49.3%。The IRA bill in the United States strengthens ITC policy subsidies, improves the economy of energy storage in front of the meter, and the market remains prosperous, and it is expected that between 2023 and 2027, the installed capacity of new energy storage in the United States will reach 742GW 241GW, the 5-year compound growth rate of energy storage installed power and installed capacity CAGR reached 751% and 834%。CITIC** said that in the case of a clear long-term development trend of the energy storage industry, it will pay attention to energy storage companies that continue to break through in specific markets, including key component companies, related material companies and energy storage system integrators.
According to the theme database of the Financial Associated Press, among the relevant listed companies:
GoodWeRelying on the self-developed related technologies in the fields of new energy power inverter, energy storage conversion, energy management, etc., it provides photovoltaic energy storage inverters with a single power of 3kw and 100kw, and provides a series of solutions such as microgrid and industrial and commercial energy storage.
Shenghong sharesNew energy power conversion equipment products mainly include energy storage converters, electrical integration of energy storage systems, optical storage integrated machines, etc. This type of product mainly solves the two-way power conversion and transmission between the energy storage battery and the power grid.