Explosion of the energy storage power station, the Guardian High School Station!

Autor: Iflowpower – Dobavljač prijenosnih elektrana

Author: Yang Lei Yixiang storage power station exploded accident, listed company Guoxuan Quanke (002074) pushed the storm. On the evening of April 16, the fire broke out in a storage energy station in Beijing. Guoxuan high-tech response, not participating in operation management.

After the fermentation of public opinion, Guoxuan Gaoke opened sharply today, the decline was up to 8%. As of the close, Guoxuan high-class decline is reduced to 0.93%.

Accidental fire accidents in the energy storage power station can be seen as a small setback in the rapid development of the energy storage industry. At present, the brokerage institution is different for the energy storage industry. Chuancai securities have cautious attitude towards the energy storage industry.

They believe that domestic power generation side storage lacks clear profit model, so high-quality medium and high-end storage battery suppliers have a certain degree of development due to lack of competitiveness in price. According to ENG Securities (601788), it is 1.3 trillion yuan to RMB 1.

3 trillion to RMB 1.260 from 2060. If from 2020 to 2060, the accumulated market space will reach 122 trillion yuan.

The logic behind this is optimistic about the storage industry investment market space. The energy storage is gradually become just needed. In recent years, with the rise of new energy installations, the power grid consumption pressure has been increased.

Since the energy storage can improve the inertia support of the grid, the energy storage is the best way to solve new energy amazing problems. Therefore, the importance of configuring the energy storage cannot be ignored. What opportunities have energy storage industries? At present, the development of the energy storage industry is highly policies and incremental business is an important investment opportunity.

In the cost structure of the energy storage system, domestic companies have technical and production advantages in the fields of batteries, PCS (energy storage converters), and can quickly realize the volume when the market is expanded. Domestic storage battery representative companies have Ningde Times (300750), Peng Hui Energy (300438), Delomi Technology (688063), Yip Lithium (300014). Domestic inverter representative companies have sunlight power (300274), Guude (688390).

The advantage of Ningde Times is the faucet in the domestic battery field. Ningde Times continuously layout in the energy storage, for example, in December 2020, it is planned to invest in the development of Jiangsu Times dynamics and energy storage and lithium-ion batteries in the high-tech zone of Zhongguancun, Jiangsu Province. (Phase 4), project total investment No more than RMB 12 billion.

It is worth mentioning that Ningde Times has risen by 9.03% today, and the news is called the Ningde era. There is also a message interpretation to be related to the weekend explosion.

The advantage of sunlight power is PCS (energy storage converter) and energy storage system integrated faucet. According to industry prediction, Sunshine power storage business will achieve more than 92% of composite rises in the next five years, and the sunshine power supply has continued for many years in domestic energy storage business. The energy storage service is 543 million in 2019, and the 40 billion yuan of 2020, the company is 3 billion.

The advantage of the Gallote technology is the world's leading energy storage battery system supplier, in the home energy storage area, 2019 distribution of energy technology independent brand household energy storage products account for approximately 8.5% of global shipment, Third place. This Beijing's energy storage accident has triggered the high concern of the outside world's safety.

From the perspective of energy storage, the lithium iron phosphate ion battery is a kind of battery that is the most environmentally friendly, the highest cycle life and the highest safety. Domestic phosphate ion battery companies include Ningde Times, BYD (002594), Yipi Lithium, Guoxuan High-class, etc. The energy storage industry has a growth space, but the company has a serious differentiation in the industry, and only the leader is more competitive in the future.

Disclaimer This paper relates to personal analysis and judgment of the listed company, based on listed companies, based on their law, disclosed by its law, including but not limited to temporary notice, periodic report, and official interactive platform, etc.) Or opinions do not constitute any investment or other business suggestions, the market value observation does not bear any responsibility for any action arising from this article. --End-.