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浚辉新能源:深化光储融合战略,领航全球化布局
Core Viewpoint - Under the "dual carbon" goals, energy storage is becoming a crucial pathway for building a new power system, with companies like Junhui New Energy focusing on expanding energy storage applications and solutions for both domestic and international markets [1][2]. Group 1: Company Overview - Junhui New Energy has been established for 14 years, primarily focusing on overseas markets while also expanding its domestic business [1]. - The company's operations are divided into three main segments: energy storage manufacturing, overseas component distribution, and photovoltaic and energy storage investment [1]. Group 2: Business Segments - The energy storage manufacturing segment focuses on household energy storage, with products designed for standardized and distributed scenarios to meet overseas market demands [1]. - The overseas component distribution segment includes partnerships with leading brands like Trina and Longi, with over 400 overseas channels established in countries such as Pakistan, Uzbekistan, UAE, and Germany [1]. - The photovoltaic and energy storage investment segment involves the company participating as a financial partner in projects, creating a synergistic business model of manufacturing, distribution, and investment [1]. Group 3: Market Strategy and Trends - Junhui New Energy's offerings include large-scale storage, commercial and industrial storage, and household storage, with a focus on integrated solutions for various applications [2]. - The company has introduced integrated energy storage equipment to simplify installation and enhance user experience, particularly for overseas clients with limited technical capabilities [2]. - The company anticipates that future growth in the renewable energy sector will primarily come from commercial and household storage markets, with an increasing trend of renewable energy expansion overseas [2].