ZHIGUANG(SZ:002169) 行家说储能·2025-11-26 09:09Core Viewpoint - The article highlights the recent order of 1.52 billion yuan for high-voltage cascade grid energy storage systems by Zhiguang Electric, indicating strong market demand and confidence in this technology [2][5]. Group 1: Recent Orders and Financial Impact - Zhiguang Electric announced a contract worth 1.52 billion yuan with Inner Mongolia Chuangyuan Keyou New Energy Co., Ltd. for high-voltage cascade grid energy storage systems [2]. - The contract is expected to positively impact the company's financial status and operational performance for the current and future years if successfully executed [3]. - This marks the second collaboration between the two companies within three months, with a total contract value of 3.38 billion yuan from both agreements [5]. Group 2: Market Position and Technology - Zhiguang Electric has installed over 10 GWh of cascade high-voltage large-capacity energy storage systems and successfully delivered over 20 hundred-megawatt cascade high-voltage energy storage power stations [7]. - The company has a strong market presence due to its solid technical barriers and continuous product innovation, having launched cascade high-voltage PCS products since 2013 [7]. - The cascade high-voltage large-capacity energy storage system has a single unit capacity of 100 MW/200 MWh and an efficiency exceeding 92%, allowing direct high-voltage connection to 6-35 kV grids [8]. Group 3: Industry Trends and Future Outlook - The energy storage market is transitioning from hundred-megawatt hours (MWh) to gigawatt hours (GWh), with high-voltage cascade storage systems expected to capture over 25% of the global new energy storage market by 2027 [9][11]. - High-voltage cascade storage systems offer advantages such as high efficiency, reduced land use, and high investment returns, making them suitable for large-scale energy storage [9]. - The technology's complexity and high barriers to entry limit the number of companies capable of producing substantial products, with fewer than ten players in the market [11].