16家储能系统企业2024业绩出炉

Core Viewpoint - The article highlights the significant growth in the global energy storage market, particularly in lithium battery shipments and installations, driven by various factors including renewable energy demands and energy security needs [4]. Company Performance Summary - Tesla: Revenue of $97.69 billion with a 1% increase; energy storage revenue of $10.086 billion, showing a 67% year-on-year growth; net profit decreased by 53% to $7.091 billion [3]. - Wärtsilä: Revenue of €6.449 billion, a 7% increase; net profit increased by 88.5% to €507 million [3]. - 海博思创: Revenue of 8.27 billion yuan, an 18.44% increase; net profit of 647 million yuan, up by 11.92% [3]. - Fluence: Revenue of $2.7 billion, a 22% increase; net profit increased by 129.03% to $30.4 million [3]. - 阿特斯: Revenue of 46.161 billion yuan, a decrease of 10.03%; net profit decreased by 21.09% to 2.291 billion yuan [3]. - 华宝新能源: Revenue between 3.4 billion to 3.7 billion yuan, a significant increase of 146.94%-159.91%; net profit between 200 million to 250 million yuan, up by 215.13%-243.91% [3]. - 新网光: Revenue of 1.895 billion yuan, an 11.39% increase; net profit of 170 million yuan, up by 2.77% [3]. - 特变电工: Net profit expected between 3.9 billion to 4.3 billion yuan, a decrease of 59.81% to 63.55% [3]. - 上海电气: Net profit expected between 680 million to 810 million yuan, an increase of 138.6% to 184.2% [3]. - 易事特: Net profit expected between 180.1 million to 236.4 million yuan, a decrease of 58% to 68% [3]. - 晶科能源: Net profit expected between 80 million to 120 million yuan, a decrease of 98.39% to 98.92% [3]. - 科陆电子: Revenue between 4.3 billion to 4.5 billion yuan, a slight increase of 2.38%-7%; net profit expected to be a loss between 380 million to 480 million yuan [3]. - 育都电源: Revenue between 8.4 billion to 9.5 billion yuan, a decrease of 35.22% to 42.01%; net profit expected to be a loss between 1.2 billion to 1.56 billion yuan [3]. - 智光电气: Net profit expected to be a loss between 250 million to 350 million yuan [3]. - 华自科技: Net profit expected to be a loss between 360 million to 420 million yuan [3]. - 东方日升: Net profit expected to be a loss between 2.7 billion to 3.5 billion yuan [3]. Industry Growth Insights - The global lithium battery energy storage system installations are projected to reach 63 GW/165 GWh in 2024, representing a year-on-year growth of 61.5% and 77.4% respectively [4]. - The primary drivers for market growth include the demand for renewable energy consumption in China, increased demand for energy storage systems in the US grid, the green energy transition in Europe, energy security needs, and cross-border grid interconnectivity [4]. - Global shipments of lithium batteries for energy storage are expected to grow over 55% year-on-year, with specific segments like power storage, residential, and commercial storage showing growth rates of over 70%, 25%, and 40% respectively [3].