Guan Cha Zhe Wang·2025-06-22 03:34Core Points - The signing of the "Grid-type Zero Carbon Energy International Cooperation Demonstration Center" project took place on June 20, with a total investment of 4 billion yuan [1][3] - The project will be implemented by Kangfu International Leasing Co., Ltd. and Tesla (Shanghai) Co., Ltd., marking Tesla's first grid-side energy storage project in mainland China [3][5] - Tesla's Shanghai energy storage super factory is set to begin construction in May 2024, with an annual production capacity of 10,000 Megapacks, totaling nearly 40 GWh of energy storage [3][5] Company Overview - Kangfu International Leasing was established in June 1988 and went public on the New Third Board in 2015, focusing on clean energy investment and operation [5] - The project aims to create a "Lingang Zero Carbon Energy Solution" to support energy security and high-quality industrial development in Shanghai and the Lingang New Area [5][6] Industry Development - The Shanghai Lingang New Area has launched a plan to promote the large-scale and industrial development of new energy storage, targeting an application scale of 50,000 kWh and an industry scale of 50 billion yuan by 2025 [6] - By 2030, the goal is to achieve an application scale of 300,000 kWh and an industry scale reaching 100 billion yuan [6] - As of the end of 2024, the cumulative installed capacity of new energy storage projects in China is expected to exceed 73.76 million kW, with an energy scale of 168 million kWh, reflecting a growth of over 130% from the end of 2023 [6]