超37GWh！又有4企储能扩产

Core Viewpoint - The new energy storage market is experiencing strong demand, with over 230 GWh of storage orders disclosed by companies in November alone, driving rapid capacity expansion both domestically and internationally [1]. Domestic Market Developments - Domestic new energy storage companies are focusing on expanding production capacity for storage cells and PCS, as well as scaling up advanced storage technologies like sodium-ion batteries [2]. - The production capacity of storage PCS is expected to see a price increase of 10%-20% by the end of 2025, with delivery times extending to 2026 due to demand outpacing supply [5]. Company-Specific Updates - Sungrow Power Supply Co., Ltd.: Announced a fundraising plan to issue up to 107,866,570 A-shares, raising approximately 1.65 billion yuan, primarily for the production of 25 GW string inverters and 15 GW storage inverters [3][4]. - Qingna Technology: Signed a contract for a 20 GWh sodium-ion battery production project in Suining, with a total investment of 6 billion yuan, aiming to produce batteries for various applications [6][7]. - Fluence Energy: Plans to establish a battery storage system manufacturing base in India, aiming to produce key storage system components for both the Indian and broader Asia-Pacific markets [8][9]. - NeoVolta: Collaborated with Infinite Grid Capital to secure $13 million in private financing for a 2 GWh battery storage system manufacturing project in Georgia, expected to commence production in 2026 [10][11].