光伏龙头纷纷进军储能赛道

Core Insights - The development of the energy storage sector is accelerating, with China's new energy storage installed capacity exceeding 100 million kilowatts, representing a growth of over 30 times compared to the end of the 13th Five-Year Plan, and accounting for over 40% of the global total installed capacity, making China the world leader in this area [1] - Major photovoltaic companies are increasingly focusing on energy storage as a critical component of their business strategies, with Longi Green Energy planning to acquire approximately 61.9998% of Suzhou Jingkong Energy Technology Co., Ltd., a unicorn in the energy storage sector [1][2] - The integration of photovoltaic and energy storage systems is becoming essential for addressing the challenges of energy consumption and stability in the context of rising photovoltaic installation scales [2][3] Industry Trends - The mismatch between the distribution of wind and solar energy resources and electricity demand, along with the instability of renewable energy generation, has led to increased curtailment rates for solar power, highlighting the need for energy storage solutions [2] - The "photovoltaic + energy storage" model is becoming standard among leading photovoltaic companies, with Tongwei Co., Ltd. also entering the energy storage market [2] - The energy storage market is projected to grow significantly, with estimates suggesting that the integrated photovoltaic and energy storage market could reach approximately 500 billion yuan by 2025 and exceed 2 trillion yuan by 2030, with a compound annual growth rate of over 30% [4]