ZHIGUANG(SZ:002169) 鑫椤锂电·2025-03-20 08:17Core Viewpoint - The strategic partnership between Guangzhou Zhiguang Energy Storage Technology Co., Ltd. and Xiamen Haicheng Energy Storage Technology Co., Ltd. aims to establish a procurement relationship for battery cells, with a total expected procurement volume of 15 GWh from 2025 to 2026, reflecting a significant move towards global low-carbon energy transition [1][2]. Group 1 - The global energy storage market is experiencing a compound annual growth rate (CAGR) of over 30%, indicating a strong growth potential for the industry [1]. - The collaboration is seen as a strategic choice to leverage industry opportunities and integrate upstream and downstream resources for high-quality development [1][2]. - The partnership is expected to facilitate the transition from price competition to lifecycle value competition in the energy storage sector [2]. Group 2 - Zhiguang Energy Storage has leveraged 26 years of experience in power electronics technology from its parent company, successfully developing high-voltage direct-connected large-capacity energy storage technology [2]. - Haicheng Energy Storage has a strong research and development capability in the battery cell field and has been accelerating its overseas market expansion [2]. - The collaboration is viewed as a significant event for China's energy storage industry, marking its advancement towards the high end of the global value chain [2].