GXED(SH:600617) Zhong Guo Xin Wen Wang·2025-05-08 15:12Core Viewpoint - The report highlights the significant opportunities for Chinese renewable energy companies in the European and American markets, driven by favorable policies, market demand, and competitive advantages in sectors like photovoltaics, energy storage, and wind power [1][2]. Group 1: Market Opportunities - Europe is identified as a core region for Chinese renewable energy companies due to its vast market space, high profitability, and supportive policies [1]. - The demand for energy storage is expected to grow significantly as Europe continues its energy transition, which will enhance trade in storage products between China and Europe [1]. - The intelligent and digital transformation of the power grid in Europe and America presents substantial investment opportunities for the entire power grid industry chain [2]. Group 2: Competitive Advantages - Chinese renewable energy companies possess a complete industrial chain, excellent production efficiency, and cost control, positioning them favorably in the global market [2]. - The shift from merely exporting products to extending production, services, and supply chains indicates a strategic evolution for Chinese companies aiming to enter developed markets [2]. Group 3: Strategic Recommendations - Future "going out" enterprises should consider expanding from a "China +1" model to a "+N" model, focusing on policy-friendly regions to enhance market responsiveness [3]. - Companies are encouraged to build a dual strategy of core technology-driven growth and brand development to establish a competitive foothold [3]. - In the energy storage sector, enhancing technical barriers such as energy density and cycle life, along with creating an ecosystem through "technology + scenario + service," is essential for building a competitive edge [3].