Sungrow Power Supply(SZ:300274) 行家说储能·2026-03-05 03:33Core Viewpoint - The article discusses the strategic partnership between Delta Capacity and Sungrow Power Supply, focusing on the provision of a 1GWh energy storage system and the broader implications for the energy storage market in Europe [2][4]. Group 1: Partnership and Agreements - Delta Capacity has signed a framework agreement with Sungrow Power Supply to provide a 1GWh PowerTitan 2.0 energy storage system, which will be deployed in upcoming projects [2]. - The partnership aims to establish a high-quality battery energy storage system (BESS) asset portfolio across multiple European markets, with a target of over 6GWh of flexible assets by 2030 [4]. Group 2: Market Expansion and Orders - Sungrow Power Supply has been actively expanding its presence in Europe, Southeast Asia, and Latin America, with disclosed energy storage orders and collaborations exceeding 46GWh, of which over 4.7GWh is in Europe [4]. - The company has announced plans to build its first manufacturing facility in Poland, with an investment of €230 million (approximately 1.88 billion RMB), capable of producing 20GW of photovoltaic inverters and 12.5GWh of energy storage systems annually [5]. Group 3: Project Development - Delta Capacity is currently developing and acquiring projects across various European regions, focusing on Scandinavia, Germany, Southern Europe, and Central Europe, with nearly 800MWh of projects under construction [4]. - The company emphasizes the importance of robust design, efficiency, and reliability in its projects, aiming for large-scale delivery with partners like Sungrow Power Supply [4].