储能与融资租赁
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抢位!万亿储能赛道怎么投?探展+路演+培训,精准寻猎优质项目!
第一财经· 2026-03-11 10:23
Core Viewpoint - The energy storage industry is entering a new cycle of marketization and high-quality development by 2026, presenting significant investment opportunities and challenges for financing leasing companies and financial institutions [1]. Group 1: Event Overview - The 14th International Energy Storage Summit and Exhibition will take place from March 31 to April 3, 2026, at the Beijing Capital International Exhibition Center [1]. - A series of activities titled "Practical Training on Energy Storage and Financing Leasing Business" will be held from April 1 to April 2, 2026, focusing on deep exchanges among industry stakeholders [1]. Group 2: Target Participants - Key participants include executives from financing leasing companies, such as presidents, vice presidents, energy business directors, project managers, and risk control heads [5]. - Representatives from the energy storage industry, including system integrators, battery manufacturers, EPC contractors, and financing heads from renewable energy project developers, are also encouraged to attend [5]. Group 3: Training and Workshops - The training on April 2 aims to create a comprehensive knowledge loop from understanding to decision-making, focusing on the marketization process of independent and commercial energy storage [7]. - The morning session will cover the entire process of investment, construction, operation, and key points of financing leasing business, addressing practical issues like project selection, risk identification, and revenue estimation through real case analyses [7]. - The afternoon session will delve into technical economic modeling, diverse revenue combinations, and asset operation strategies for independent energy storage projects, enhancing participants' professional evaluation capabilities [7]. Group 4: Course Outline - The morning course will include topics on new energy storage investment logic and leasing business models, as well as implementation points for energy storage station construction [8][9]. - The afternoon course will focus on independent energy storage project development and operation, covering market drivers, key risk identification, and economic modeling [15]. Group 5: Risk Management and Investment Outlook - The training will address project revenue and risk assessment, equipment risk management, operational risk management, and construction period risk management, emphasizing the importance of professional service providers and insurance [12]. - The investment outlook suggests a shift in capital from investment companies to asset investment, leading to a revaluation and investment boom in energy storage assets [14].