Core Viewpoint - The article discusses the growing opportunities for Chinese energy storage companies in Europe, particularly in light of recent large-scale power outages in Southern Europe and the easing of restrictions between China and Central Europe, which may lead to a golden period for Chinese companies to expand into the European market [1][10]. Group 1: Company Developments - Chuangneng New Energy signed a strategic cooperation agreement with UK-based Immersa for a project involving 2.5GWh of energy storage, focusing on the CORNEX M5 battery system [2][4]. - In the first quarter of 2025, Chuangneng New Energy secured over 40GWh in contracts or bids, indicating a strong market presence [4]. - Hanfu Energy signed a supply agreement with Bulgarian EPC company TECHNOENERGOSTROY for photovoltaic components and energy storage systems, marking a significant entry into the Bulgarian market [9]. Group 2: Market Trends - The recent power outages in Spain, Portugal, and Southern France are seen as a potential turning point for European energy policy, highlighting the need for improved energy storage solutions [10]. - According to SolarPower Europe, the deployment of battery energy storage systems in Europe is expected to reach 21.9GWh in 2024, with a projected annual growth rate of 36% [10]. - By 2029, Europe is anticipated to add nearly 120GWh of battery storage, with a cumulative total of 400GWh, reflecting a compound annual growth rate (CAGR) of approximately 45% [10]. Group 3: Competitive Landscape - The average price of energy storage systems in Europe and Australia is about 1.2 yuan/Wh, significantly higher than the domestic average of 0.6-0.8 yuan/Wh, making Europe a key market for Chinese energy storage companies [12]. - Several Chinese companies, including Chuangneng New Energy and Hanfu Energy, have already secured over 12GWh of storage orders in various European markets [12].
又2企拿单,储能出海欧洲的黄金期来了?
行家说储能·2025-05-08 12:20