Against the backdrop of the strong rise of ne···

Listed companies seize the opportunity of large-scale energy storage demand growth
Against the backdrop of the strong rise of new energy sources such as wind power, the global large-scale energy storage market is experiencing explosive growth. Multiple listed companies are expanding into related fields and seizing development opportunities.
Zhu Hualei, Senior Investment Advisor of Shaanxi Jufeng Investment Information Co., Ltd., said in an interview with reporters: "The United States supports the implementation of policies for large-scale energy storage, simplifies grid connection processes, etc., which effectively supports the development of large-scale energy storage; the large-scale energy storage market in European countries such as the United Kingdom, Italy, and Germany is showing explosive growth; China's market-oriented energy allocation is expected to promote the economic enhancement of large-scale energy storage and further promote market development. Chinese enterprises have strong competitiveness in the global market and are expected to seize this round of development opportunities
The global large-scale energy storage market is heating up
Energy storage devices are divided into three categories based on their application scenarios: large-scale energy storage, industrial and commercial energy storage, and household energy storage. Large scale energy storage refers to large-scale energy storage systems used on the power generation or grid side.
Compared to industrial and household energy storage, the technological complexity of large-scale energy storage has significantly increased, with higher requirements for power, response speed, safety, and other aspects. Large scale energy storage is a highly collaborative 'symphony orchestra' composed of battery clusters, inverters, control systems, etc. As a 'power system stabilizer', large-scale energy storage plays a key role in the global energy transition, "said Zhang Xiaorong, President of the Institute of Advanced Technology, in an interview with reporters.
The feeling of industry chain enterprises towards the market warming is the most intuitive. Dong Peru Hongli, Vice Chairman and Vice President of Guangzhou Penghui Energy Technology Co., Ltd. (hereinafter referred to as "Penghui Energy"), said in an interview with reporters: "The demand for large-scale energy storage has surged. In the first half of this year, the process of supporting energy storage for new energy in Europe has significantly accelerated, and the demand for large-scale energy storage in European countries such as Germany has rapidly increased. In addition, the penetration rate of renewable energy in Asia and South America has also stimulated market demand. Under the dual drive of policies and markets in various countries, the global large-scale energy storage market has ushered in comprehensive development, and the cost of large-scale energy storage units is lower than that of household energy storage and industrial and commercial energy storage, making it easier to achieve economic breakthroughs through large-scale application
According to a research report by Dongwu Securities, the global installed capacity of large-scale energy storage is expected to increase by 51% year-on-year in 2025, reaching 205 gigawatt hours. It is expected that China will grow by 28% year-on-year for the whole year, reaching 113 gigawatt hours.
Industry chain companies actively layout
In the upstream core components, midstream system integration, and downstream project development and operation of the large-scale energy storage industry chain, Chinese enterprises have built a complete ecosystem and have a global competitive advantage.
As a leading domestic energy storage system manufacturer and supplier of battery cells and battery systems, Penghui Energy attaches great importance to the opportunities in the global large-scale energy storage market, with layouts and sales both domestically and internationally. Lu Hongli said, "In terms of overseas sales, in addition to exporting the company's battery cells with customers' large-scale energy storage system products, the export growth rate of the company's energy storage system products is also relatively fast. Since April this year, the company's overseas large-scale energy storage projects have been delivered in batches. In terms of domestic sales, the company signed cooperation agreements with multiple energy storage system enterprises and major customers in the first half of the year
The energy storage products of Shenzhen Kelu Electronic Technology Co., Ltd. are large-scale energy storage and commercial energy storage products. According to the company's disclosed semi annual performance forecast for 2025, the company expects to achieve operating revenue of RMB 2.50 billion to RMB 2.60 billion in the first half of the year, a year-on-year increase of 30.82% to 36.05%; Realize a net profit attributable to shareholders of the listed company of RMB 175 million to RMB 225 million, achieving a turnaround from losses to profits compared to the same period last year. The company stated that with the gradual delivery of overseas energy storage orders, its operating revenue has increased year-on-year.
Atos Sunshine Power Group Co., Ltd. (hereinafter referred to as "Atos") is an energy storage system integrator. In the Australian market, the company has signed a contract with the Copenhagen Infrastructure Fund through its flagship fund to provide energy storage systems for the Somerfield project, which is scheduled to commence construction in 2025 and will become one of the largest energy storage projects in South Australia upon completion. The relevant person in charge of Ates stated on the exchange's interactive platform that the company's energy storage products are expected to ship 2.4GWh to 2.6GWh in the second quarter of this year, with a significant increase in shipment volume.
Zhu Hualei said, "China's energy storage enterprises have become a key force in the global large-scale energy storage industry with their strong technological strength, complete industrial chain supporting facilities, and efficient delivery capabilities. Currently, the global energy transformation is accelerating, and the demand for large-scale energy storage markets continues to rise. Industrial chain enterprises need to continue technological innovation and market expansion, maintain their leading advantages, and achieve further development