多家光伏企业竞入储能赛道

Core Insights - The storage industry is experiencing significant growth driven by supportive policies and the integration of renewable energy projects, with companies like Tongwei Co., Ltd. and Longi Green Energy actively expanding their presence in this sector [1][2][3] Group 1: Company Developments - Tongwei Co., Ltd. has commenced the construction of the Tongwei New Energy Jintang Independent Shared Energy Storage Station, marking a substantial step in its collaboration with the Jintang County government [1] - The new energy storage project will utilize mature lithium iron phosphate battery technology, with a capacity of 100MW/200MWh, and is part of Sichuan Province's first batch of new energy storage demonstration projects [1] - Tongwei Co., Ltd. is also partnering with state-owned enterprises to supply green electricity for its high-purity silicon and industrial silicon projects in Inner Mongolia, enhancing its green energy capabilities [2] Group 2: Industry Trends - The recent issuance of the "New Type Energy Storage Scale Construction Special Action Plan (2025-2027)" by the National Development and Reform Commission and the National Energy Administration emphasizes the need for expanding energy storage applications on the grid side [3] - The report from招商证券 indicates that the large-scale energy storage capacity in China is expected to double in the next two and a half years, driven by supportive policies and the establishment of capacity pricing mechanisms [3][4] - Companies like Aters and Sungrow Power Supply Co., Ltd. are experiencing significant growth in their energy storage businesses, with Aters reporting a 140% increase in energy storage deliveries in Q2 and Sungrow's energy storage revenue reaching 17.8 billion yuan, a 127.78% year-on-year increase [4][5] Group 3: Competitive Landscape - The energy storage sector is becoming increasingly competitive, with major photovoltaic component manufacturers already having established their energy storage businesses, posing challenges for new entrants [5] - Longi Green Energy has been reported to have invested in a storage company, indicating its cautious yet strategic approach to entering the energy storage market [2][3]