GAC GROUP(SH:601238) 行家说储能·2025-04-07 12:00Core Viewpoint - GAC Group is expanding its energy storage business through strategic investments and partnerships, aiming to establish a comprehensive energy ecosystem that integrates various energy solutions [2][4][5]. Group 1: Investment and Partnerships - GAC Group's subsidiary, Youpai Energy, has acquired a 3.50% stake in the Guangdong New Energy Storage National Research Institute, which now has a total shareholding of 13% from five companies [1][2]. - In April, GAC Energy signed an ecological cooperation agreement with Thailand's PowerVault to enhance energy data interaction across vehicle, charging, and grid systems [6]. - In February, GAC Energy entered a strategic partnership with Longi Green Energy to develop a global integrated solar-storage-charging demonstration project [6]. Group 2: Energy Storage Projects - GAC Group has established 16 new energy storage demonstration bases with a total investment exceeding 12.6 billion yuan, involving a storage capacity of over 4 GWh [5][8]. - The Guangdong New Energy Storage National Research Institute was founded in 2023, comprising 13 upstream and downstream enterprises in the energy storage industry [5]. - Key projects include the Baiyun Kaixuan demonstration base with an investment of 80 million yuan and a capacity of 200 MW/800 MWh using lithium iron phosphate technology [10]. Group 3: Future Capacity and Development - By the end of 2025, GAC Group's subsidiary, Youpai Battery, is expected to achieve a battery production capacity of 36 GWh, with its first 6 GWh production line already operational [6]. - GAC Group is focusing on a vertically integrated supply chain in the new energy sector, covering lithium mining, battery production, energy storage, and recycling [4].