Core Insights - The Chinese energy storage industry is transitioning from "policy nurturing" to "market survival" following the issuance of Document No. 136, leading to a competitive landscape where companies with technology, cost, and brand advantages will thrive [1] - The "Energy Storage + X" concept proposed by Haibosi Chuang aims to provide comprehensive solutions across various scenarios, indicating a shift towards differentiated positioning and international expansion [4] Industry Overview - The domestic energy storage market has seen rapid growth, but competition is intensifying, particularly in price wars and project resource competition, prompting companies to explore international markets to mitigate reliance on a single market [2] - The global energy storage market has experienced rapid development since 2020, with leading companies like Haibosi Chuang establishing international partnerships and successfully delivering overseas projects [2] Company Performance - Haibosi Chuang's revenue for 2024 is projected to reach approximately 8.27 billion yuan, a year-on-year increase of 18.44%, with energy storage product revenue accounting for about 8.19 billion yuan [3] - The company has achieved a production capacity of 11,411 MWh for energy storage products in 2024, reflecting a year-on-year growth of 35.4% [3] Strategic Initiatives - Haibosi Chuang is accelerating its global expansion, aiming for a balanced business structure across domestic and international markets within 3-5 years [2] - The company has signed multiple cooperation agreements during the SNEC exhibition, exploring various applications of energy storage in sectors such as agriculture, data centers, and mining [5] - The "Energy Storage + X" strategy emphasizes customized services tailored to different industries, enhancing the overall value and economic viability of energy storage systems [5]
发力全球化布局，海博思创“储能+X”破局行业内卷