中国储能年度十大青年领袖(2025)｜独家

Core Viewpoint - The energy storage industry is transitioning from simple scale and price competition to a multi-dimensional competition focusing on technological innovation, globalization, integrated layout, and capital strength [2] Group 1: Industry Trends - A new generation of young leaders is emerging in the energy storage sector, driving deep integration of industry, capital, and technological innovation [2] - The "Top Ten Young Leaders in China's Lithium Battery Industry" initiative aims to identify outstanding young leaders under 40 who are forward-thinking and innovative [2] - The energy storage market is expected to see significant growth, with companies achieving continuous revenue and market share increases [2] Group 2: Company Achievements - DeYe股份 (605117.SH) has become the second-largest player in the global user-side energy storage inverter market, with a revenue share of nearly 40% from energy storage by 2024 [6] - In the first three quarters of 2025, DeYe股份 achieved revenue of 8.846 billion yuan and a profit of 2.347 billion yuan, representing year-on-year growth of 10.36% and 4.79% respectively [6] - DeYe股份 is shifting its strategy to focus on the commercial energy storage sector, with an expected annual sales revenue of approximately 4.876 billion yuan from the new production line [7] Group 3: Market Positioning - DeYe股份 has successfully targeted emerging markets like South Africa and Brazil, achieving over 50% market share in South Africa with inverter exports of 1.26 billion yuan in 2023 [7] - 天合光能 (688599.SH) has optimized its business structure to include photovoltaic products, energy storage, system solutions, and digital energy services, aiming to become a comprehensive energy solution provider [11] - By 2025, 天合光能 aims to achieve a storage shipment target of 8GWh, with expectations to double this figure in 2026 [12] Group 4: Financial Performance - 瑞浦兰钧 (0666.HK) reported a revenue of 9.491 billion yuan in the first half of 2025, a year-on-year increase of 24.9%, with energy storage battery shipments of 18.87GWh [17] - 锦浪科技 (300763.SZ) saw a staggering 313.51% year-on-year increase in energy storage revenue, reaching 793 million yuan in the first half of 2025 [21] - 科华数据 (002335.SZ) achieved a revenue of 5.706 billion yuan in the first three quarters of 2025, with a net profit of 344 million yuan, marking a 44.71% increase [25] Group 5: Technological Innovations - 鹏辉能源 (300438.SZ) has introduced significant technological advancements, including a new high-capacity energy storage cell with over 96% efficiency and a lifespan exceeding 10,000 cycles [29] - The company has also made strides in solid-state and lithium-metal battery research, laying the groundwork for future technological upgrades [29] - 禾迈股份 (688032.SH) launched a new series of low-voltage energy storage inverters and is focusing on expanding its presence in overseas markets, particularly in Europe [36]