光储融合成必然趋势 隆基绿能正式进军储能领域

Core Viewpoint - Longi Green Energy has officially entered the energy storage sector by acquiring a significant stake in Suzhou Jingkong Energy Technology Co., Ltd, marking a strategic extension from solar to storage [1][2]. Company Summary - Longi Green Energy plans to acquire approximately 61.9998% of the voting rights in Suzhou Jingkong Energy through equity purchase, capital increase, and voting rights delegation [1]. - Suzhou Jingkong Energy, established in September 2015, specializes in lithium-ion battery energy storage systems and has developed comprehensive energy management solutions [1]. - The company recently signed a strategic cooperation agreement with ClubSolar to deploy a 2GWh residential energy storage system in the Australian market, indicating its commitment to global market diversification [1]. Industry Summary - The energy storage market is experiencing rapid growth due to the global transition towards clean and low-carbon energy structures, with increasing demand driven by the need for renewable energy integration [2]. - The integration of energy storage with photovoltaic systems is crucial for reducing the curtailment rate of solar energy and expanding market opportunities [3]. - The shift from mandatory energy storage to market-driven approaches has enhanced the market's regulatory function, benefiting solar power plants in their energy storage choices [3]. - The cost of lithium battery energy storage is projected to drop significantly by 2025, with costs reaching between 0.25 to 0.35 yuan per watt, making energy storage competitive with traditional power sources [3]. - The future of the energy storage industry is moving towards platform-based solutions, with energy storage becoming a primary power source rather than an auxiliary one [4].