“加价也排不了单”！海外储能需求激增，国内电芯厂商订单已排到10月

Core Viewpoint - The energy storage industry is experiencing explosive growth in demand, particularly in overseas markets, leading to significant increases in orders for domestic energy storage cell manufacturers [4][8][9]. Group 1: Industry Demand and Supply Dynamics - The energy storage demand has surged this year, causing domestic energy storage cell companies to operate at full capacity, with some companies reporting that even price increases cannot secure orders [4][8]. - Companies like 海辰储能 have seen their factories running at full capacity since March, with orders extending into October [5][8]. - The global energy storage market is becoming increasingly competitive, with Chinese companies dominating the market, accounting for over 90% of global shipments [9]. Group 2: Financial Performance of Key Players - 阳光电源 reported a 127.78% year-on-year increase in energy storage revenue, reaching 178.03 billion yuan, which now constitutes 40.89% of its total revenue [8]. - 科陆电子's energy storage business achieved a revenue of 12.82 billion yuan, up 177.15% year-on-year, making it the largest revenue source for the company [8]. - 瑞浦兰钧's energy storage battery shipments reached 18.87 GWh, reflecting a year-on-year growth of approximately 119.3% [8]. Group 3: Policy and Market Trends - The implementation of the "136 Document" by the National Development and Reform Commission has accelerated the construction of renewable energy projects, leading to a surge in energy storage orders [12][13]. - The document has shifted the energy storage industry from policy-driven to market-driven, enhancing the economic viability of energy storage solutions [13]. - Emerging markets such as the Middle East, Southeast Asia, and India are expected to see significant increases in energy storage demand due to government support and existing power shortages [10][12]. Group 4: Future Outlook and Strategic Moves - The overseas market is anticipated to continue its high growth trajectory, particularly in emerging markets, which are becoming key export destinations for Chinese energy storage companies [9][10]. - Companies are actively pursuing international expansion, with several firms planning to list in Hong Kong to raise funds for capacity expansion and to better engage with international markets [13].