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【金融头条】隆基入局 光伏巨头抢滩储能赛道
Jing Ji Guan Cha Wang· 2025-12-06 04:28
Core Insights - The frequency of discussions around "energy storage" has significantly increased in the renewable energy sector, indicating a shift in focus among companies towards energy storage solutions as a response to market pressures and competition in the photovoltaic (PV) industry [2][3]. Industry Trends - Major players in the photovoltaic sector, such as Trina Solar and LONGi Green Energy, are increasingly integrating energy storage into their business models, with LONGi officially entering the energy storage market by acquiring a controlling stake in Suzhou Jingkong Energy Technology [4][5][6]. - The trend of "photovoltaic + energy storage" is becoming a new competitive landscape, with all leading PV companies now participating in the energy storage sector [7]. Company Strategies - Companies like Trina Solar and Canadian Solar have been early entrants into the energy storage market, with Trina Solar's storage business entering a growth phase and Canadian Solar adjusting its business structure to focus on the U.S. market [9][16]. - The energy storage market is viewed as a critical component of the renewable energy system, with companies recognizing the need to adapt to market-driven demands rather than solely relying on policy incentives [11][12]. Market Dynamics - The global photovoltaic market is experiencing a slowdown, with projections indicating that the growth rate of new installations will decline in the coming years, prompting companies to seek alternative growth avenues such as energy storage [15][17]. - The demand for energy storage is driven by the increasing need for grid stability and the integration of renewable energy sources, with significant growth expected in both domestic and international markets [13][20]. Future Outlook - The energy storage sector is anticipated to become a standard component of renewable energy projects within the next 3 to 5 years, supported by favorable policies and market conditions [18][19]. - Companies are expected to see substantial growth in their energy storage business, with projections indicating that the shipment of energy storage systems will double in the coming year, particularly in high-margin markets like Europe and North America [20].
隆基绿能正式入局储能
Zhong Guo Hua Gong Bao· 2025-12-05 09:55
佘海峰强调,为践行"极致安全"的价值主张,隆基选择与精控能源(PotisEdge)展开深度合作,将为隆 基储能解决方案提供技术支撑。 此外,为加速欧洲能源转型进程,隆基宣布在欧洲设立首个光储技术创新中心。该中心将整合项目咨 询、技术培训、运维支持与备件服务等核心职能,致力于提供快速响应、覆盖全生命周期的本地化专业 服务。 面对2050年全球电力需求预计翻倍的挑战,隆基绿能集团副总裁佘海峰首次提出以光伏、储能、氢能为 核心的"稳定三角"能源架构。"光伏是清洁能源的创造者,储能是电力系统的稳定器,氢能则是平衡能 源系统的调节器。"佘海峰表示,"三者的协同将构建真正广普及、高韧性、可负担的零碳能源体系。" 据悉,目前隆基已在光伏与氢能领域积累了技术——HIBC电池效率达27.81%、ALK电解槽产能全球第 一。此次布局储能业务,标志着隆基"光储氢"全价值链闭环的战略布局进一步完善。 中化新网讯 当地时间11月26日,隆基绿能在英国伦敦首次向外界阐述其储能战略,正式宣布进军储能 领域,并推出隆基储能一站式解决方案。 ...
储能必争之地!阳光电源、隆基绿能同日发力
行家说储能· 2025-12-01 10:55
Core Insights - The article discusses the strategic moves of leading companies in the energy storage sector, particularly focusing on the European market and the upcoming release of a comprehensive report on energy storage and digitalization [2][18]. Group 1: Industry Trends - The energy storage market in Europe is expected to experience significant growth, with a projected increase in installed capacity of 35.3 GWh by 2025, representing a year-on-year growth of over 75% [18]. - The European Photovoltaic Industry Association aims to increase total energy storage capacity from the current 50 GWh to between 500 GWh and 780 GWh by 2030, indicating a potential tenfold increase [18]. - Commercial and industrial (C&I) energy storage capacity in Europe is anticipated to grow thirteenfold from 2025 to 2034, reaching 33 GW/77 GWh [19]. Group 2: Company Strategies - Longi Green Energy has entered the energy storage market by acquiring a 61.9998% voting power in Precision Energy, marking its strategic shift towards energy storage [3]. - Longi's energy storage strategy emphasizes a "photovoltaic-storage-hydrogen integration" approach, aiming to create a stable energy framework [14][21]. - Sungrow Power Supply has launched the PowerKeeper series, a modular and integrated energy storage solution, targeting the commercial sector in Europe [6][12]. Group 3: Competitive Landscape - The simultaneous strategic moves by Longi Green Energy and Sungrow Power Supply in Europe indicate a competitive landscape where both companies are vying for market share, albeit with different approaches [20][22]. - Longi focuses on integrating photovoltaic, storage, and hydrogen technologies, while Sungrow emphasizes modularity and intelligent solutions for commercial applications [21]. - The European market is becoming a battleground for global energy storage leaders, where competition extends beyond products to include solutions, business models, and localized service capabilities [22].