Core Viewpoint - The energy storage industry is witnessing a surge in strategic partnerships and significant order signings, indicating a robust growth trajectory for companies involved in this sector. Group 1: Company Collaborations - EVE Energy has signed a total of 11GWh in cooperation orders, including a 10GWh strategic partnership with Wotai Energy and a 1GWh framework agreement with Weisheng Energy Technology, bringing its total cooperation orders for 2025 to 61GWh [2][3] - Haier New Energy has established a procurement agreement worth 500 million yuan with over ten ecological partners, focusing on various energy storage scenarios [10][12] - Guoxuan High-Tech has entered into multiple storage project collaborations, including a 100MW/290MWh project in Kaohsiung, Taiwan, expected to be delivered by mid-2025 [14][15] Group 2: Market Projections - EVE Energy anticipates a storage shipment volume of 50-55GWh in 2024 and 75-80GWh in 2025, reflecting a growth rate of approximately 45% [9] - Haier New Energy aims to accelerate its market presence in commercial energy storage, with a preliminary development cooperation intention of 100MWh [10][12] - Guoxuan High-Tech has solidified its global presence with over 7GWh in future cooperation agreements signed at the BATTERYJAPAN exhibition [15]
超11GWh!亿纬锂能等3企又签储能大单