光储融合渐成趋势，储能与科技巨头组CP

Core Insights - The SNEC photovoltaic exhibition highlights the strong trend of integration in the photovoltaic and energy storage industries, with companies actively collaborating and integrating resources [2] - The integration of photovoltaic and energy storage is seen as an inevitable trend, with expectations for a decrease in storage costs over the long term [2][3] - The energy storage sector is experiencing significant growth, with installed capacity projected to reach between 500 GWh and 800 GWh in the next three years [4] Industry Trends - The photovoltaic industry faces challenges due to its intermittent nature, making energy storage a crucial solution for stabilizing power generation and consumption [3] - By the end of 2024, the cumulative installed capacity of new energy storage projects in China is expected to reach 73.76 million kW, a 130% increase compared to the end of 2023 [3] - Major companies in the photovoltaic sector, such as Trina Solar, Jinko Solar, and others, are accelerating their investments in energy storage solutions to navigate industry cycles [4] Strategic Collaborations - Haibo Sichuang has deepened its strategic cooperation with Huawei Digital Energy, focusing on integrating photovoltaic and energy storage technologies [5][6] - The collaboration aims to enhance the efficiency and stability of clean energy utilization through joint innovation in technology and solutions [6] - The partnership is positioned to leverage digital technology and power electronics to create a robust ecosystem for energy solutions [6][7]