As of 11:30, the energy storage battery ETF (159566) rose 222%ï¼›Heavy stocks Deye shares, Sungrow Power Supply rose more than 6%, Jinlang Technology, GoodWe, Peneng Technology, CATL, etc. followed suit.
On the news side, this year's work report proposed, "further promote the energy revolution, control fossil energy consumption, and accelerate the construction of a new energy system." Strengthen the construction of large-scale wind power and photovoltaic bases and transmission channels, promote the development and utilization of distributed energy, and develop new energy storage".
Great Wall Guorui pointed out that according to **, the scale of China's new grid-connected energy storage projects in 2024 is expected to reach 34 under the benchmark and optimistic scenarios, respectively5gw/85.4GWh & 434gw/107.1GWh, corresponding to a growth rate of 74%-118%. In 2024, with the continuous promotion of the "14th Five-Year Plan" energy storage development plan, demonstration projects, new energy distribution and storage policies and market mechanism reforms, with the continuous opening of the power market and the continuous exploration and maturity of energy storage business models, China's energy storage industry is expected to show a good growth trend.
Related products: Energy Storage Battery ETF (159566): 50 listed companies in battery manufacturing, energy storage battery inverters, energy storage battery system integration, battery temperature control and fire protection and other related fields are selected.