起点锂电·2025-08-15 09:54Core Viewpoint - The establishment of Shenzhen Jianyuan Energy Technology Co., Ltd. marks a strategic move by Ganfeng Lithium to enhance its energy storage business, focusing on independent energy storage stations and virtual power plants [1][3]. Group 1: Company Establishment and Structure - Shenzhen Jianyuan Energy Technology Co., Ltd. has a registered capital of 130 million yuan and is wholly owned by Shenzhen Yichu Energy Technology Co., Ltd., a subsidiary of Ganfeng Lithium [1][3]. - Shenzhen Yichu Energy Technology Co., Ltd. focuses on investing in and operating independent energy storage stations and is actively expanding into the virtual power plant sector [3]. Group 2: Market Trends and Growth - The independent energy storage market is entering a high-growth phase, with a doubling in the number of projects in the first half of the year, driven by the cancellation of mandatory energy storage requirements and the impending full coverage of the electricity spot market [3]. - Ganfeng Lithium aims to leverage the growth in the energy storage market as a key growth point for its lithium battery business, extending its operations to include energy storage systems and energy storage station construction [3][6]. Group 3: Project Developments and Investments - Shenzhen Yichu has signed over 30 independent shared energy storage station projects nationwide, with a total layout exceeding 18.1 GWh [5]. - Significant projects include a 400MW/800MWh independent shared energy storage station in Shanxi with an investment of approximately 1.2 billion yuan and another 400MW/1600MWh project with a total investment of 2 billion yuan, expected to generate annual revenue of 300 million yuan [5][6]. Group 4: Future Goals and Performance - The chairman of Shenzhen Yichu has set ambitious targets for the second half of the year, aiming to sign contracts for 30 GWh, commence construction on 20 GWh, and connect 10 GWh to the grid [6]. - By the end of 2024, Ganfeng Lithium's energy storage battery shipments reached 8,195.4 MWh, with energy storage business revenue exceeding 5 billion yuan, accounting for 15% of total revenue [6].