The energy storage industry is surging: listed companies have laid out, and the industry has helped take off
Recently, the energy storage industry has become the focus of the market. With the attention and support for new energy storage, as well as the continuous growth of market demand, the energy storage industry has ushered in explosive growth. According to experts, incomplete statistics on energy storage have shown that since 2024, 63 listed companies have issued announcements related to energy storage, involving energy storage project procurement, the establishment of energy storage subsidiaries, investment in energy storage projects, and the establishment of energy storage industry equity**. This series of dynamics shows that the energy storage industry is becoming the new darling of the capital market, and major listed companies have rushed to the beach.
In terms of setting up energy storage subsidiaries, 22 listed companies, including Su Yanjingshen, Yingli Co., Ltd., and Samsung Medical, have invested in the establishment of wholly-owned subsidiaries or joint ventures to expand energy storage technology services and other businesses. The initiatives of these companies not only reflect their optimism about the energy storage industry, but also demonstrate their strategic planning and long-term layout in the field of energy storage.
It is worth mentioning that large energy companies such as Three Gorges Energy and Construction Investment Group are also actively involved in the investment in the energy storage industry. Three Gorges Energy plans to jointly invest in the establishment of Tianjin Energy Investment with the holding subsidiary of the controlling shareholder to carry out energy storage project investment and other businesses. Jiantou Group, together with Jiantou Energy and Xintian Green Energy, jointly established Hebei Yanzhao Energy Storage ***, which is committed to scientific and technological innovation and project investment in energy storage technology. The participation of these large energy companies will undoubtedly inject more impetus into the development of the energy storage industry.
In terms of energy storage orders, listed companies such as Kelu Electronics, Vanadium and Titanium Co., Ltd., and Nandu Power Supply have won large orders. Among them, Nandu Power signed lithium battery energy storage system procurement contracts with a number of companies, with a total contract amount of about 3$7.2 billion; The total transaction amount of the vanadium energy storage raw material cooperation agreement signed between Vanadium Titanium Co., Ltd. and Dalian Rongke Energy Storage is as high as about 156.8 billion yuan. The signing of these large orders not only demonstrates the strong demand in the energy storage market, but also brings considerable performance expectations for relevant listed companies.
In addition, six listed companies, including Corun and Changyuan Group, also announced their participation in energy storage related industries. The establishment of these industries will provide financial support for the development of the energy storage industry and promote technological innovation and industrial upgrading. At the same time, through the operation of the industry, it can also attract more social capital into the field of energy storage, forming a virtuous circle.
The explosive growth of the energy storage industry is no accident. With the transformation of the global energy structure and the large-scale application of renewable energy, the importance of energy storage technology has become increasingly prominent. The energy storage system can effectively solve the intermittent and unstable problems of renewable energy and improve the operational efficiency and safety of the power system. At the same time, energy storage systems also have a wide range of application prospects in the fields of electric vehicle charging and data center backup.
With the continuous increase of attention and support for new energy storage, as well as the continuous growth of market demand and continuous progress of technology, the energy storage industry will usher in a broader space for development. The layout and investment of major listed companies in the field of energy storage will also further accelerate the development of the industry and changes in the competitive landscape. Let's wait and see the future glory of the energy storage industry! March Creation Incentive Program