Windey(SZ:300772) 行家说储能·2025-05-13 08:20Core Viewpoint - The article discusses the strategic collaborations between Chinese energy companies and Brazil, focusing on the development of energy storage solutions and green energy initiatives in Brazil, particularly in the context of recent agreements signed during high-level visits by Brazilian officials to China [2][3][8]. Group 1: Strategic Collaborations - Envision Group has signed a strategic cooperation agreement with Brazil to establish the first zero-carbon industrial park in Latin America, focusing on green fuel value chains and advanced green hydrogen equipment [5][6]. - Yunda Co. plans to deepen cooperation with Brazil's energy market by developing energy storage solutions, which are crucial for stabilizing Brazil's power system [10]. - The Brazilian government is set to announce the rules for its first national battery storage system auction, which aims to build a 49.7MW storage project to supply power to over 169,000 people [10][11]. Group 2: Market Potential - The Brazilian Battery Energy Storage System (BESS) market is projected to exceed 22.5 billion Brazilian Reais (approximately 3.79 billion USD) by 2030 [11]. - The first battery storage auction in Brazil is expected to attract significant investment, with a planned investment of 452 million Brazilian Reais (approximately 56.9 million RMB) [10][11]. Group 3: Company Initiatives - BYD is set to launch a storage factory in São Paulo, Brazil, in November 2024, with an annual production capacity of 1GWh of lithium iron phosphate batteries [13]. - Huawei is targeting Brazil's energy storage sector by introducing its first ultra-fast charging system for electric vehicles and trucks ahead of the battery auction [13]. - Sungrow is actively leading in Brazil's photovoltaic market while exploring new storage opportunities through partnerships [14].