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152家储能企业发声反内卷,储能企业迎来盈利改善机会
Xuan Gu Bao·2025-08-14 15:12

Group 1 - The China Chemical and Physical Power Industry Association released a draft initiative on August 13 to promote fair competition and healthy development in the energy storage industry [1] - As of August 14, 152 companies have participated in the initiative, covering various sectors such as lithium-ion batteries, flow batteries, sodium-ion batteries, compressed air storage, flywheel storage, supercapacitors, thermal storage, PCS, BMS, energy storage system integrators, smart equipment, temperature control systems, fire protection systems, design planning, and construction installation [1] - Notably, nine out of the top ten lithium-ion battery manufacturers and eight out of the top ten energy storage system integrators have actively participated, indicating strong support and response from the energy storage industry [1] Group 2 - The energy storage battery, inverter, and system industries are experiencing accelerated expansion and increased competitive pressure, leading to profitability challenges for many companies [1] - With ongoing efforts to reduce internal competition and correct pricing, market consolidation is expected to increase, and leading companies with cost and technological advantages are anticipated to have improved profitability elasticity [1] - Goodwe ranks first globally in the small power PCS segment, while Penghui Energy has solidified its position in the energy storage lithium battery business, expanding its product offerings and establishing deep collaborations with leading clients in emerging sectors [2]