Recently, the good news of the energy storage industry continues. A number of A-share listed companies successively disclosed the development of energy storage projects, involving production expansion, contract signing, asset integration and other aspects. At the same time, the latest data of the National Energy Administration shows that by the end of 2022, the installed capacity of the new energy storage projects that have been put into operation nationwide has reached 8.7 million kilowatts, with an average energy storage duration of about 2.1 hours, an increase of more than 110% over the end of 2021. In an interview with the reporter of Securities Daily, Zhang Upstream, a senior investment consultant of East Hi-Tech, said that with the sustained and rapid development of the new energy industry, the demand for energy storage industry is also rising. It is expected that 2023 and 2024 will be an important year for the sustained and rapid development of the energy storage industry. On the evening of February 15, when listed companies frequently acted, China Energy Construction disclosed the 2023 Plan for Non-public Offering of A-shares, which showed that the total amount of funds raised by the company's non-public offering (including the issuance fee) was not more than 15 billion yuan, which was used to invest in five projects and supplement the working capital. The reporter of Securities Daily learned that four of the five projects mentioned above involve energy storage, and the total amount of raised funds is 8 billion yuan, including the "light (heat) storage" multi-energy complementary integration green power demonstration project in Hami (hereinafter referred to as the "China Energy Construction Kazakhstan Project"), the "East Digital West Computing" smart zero-carbon big data industrial park demonstration project in Qingyang, Gansu Province Hubei Yingcheng 300MW compressed air energy storage power station demonstration project (hereinafter referred to as "Hubei Yingcheng Project"), China Energy Construction Group Zhejiang Thermal Power Construction Co., Ltd. Photothermal+Photovoltaic integration project (hereinafter referred to as "Photothermal+Photovoltaic integration project"). Specifically, the total installed capacity of China Energy Construction Kazakhstan Project is 1500MW, including 1350MW of PV and 150MW of thermal storage photothermal; The planned total installed capacity of the photothermal+photovoltaic integration project is 1GW, including 900MW photovoltaic power generation project and 100MW photothermal power generation and energy storage project; The installed capacity of Hubei Yingcheng Project is 300MW. In addition to China Energy Construction, several listed companies explained their energy storage projects this week. For example, Jidian said on the interactive trading platform of Shenzhen Stock Exchange on February 15 that the development of the company's energy storage project has entered the stage of large-scale commercial promotion, and safe, reliable and mature electrochemical energy storage technology is used in the project; Three Gorges Energy said on the investor interaction platform on February 14 that in addition to the development of wind power and photovoltaic new energy, the company is actively carrying out research and development and engineering demonstration of energy technologies such as solar heat, hydrogen energy and compressed air energy storage. Yang Ruyi, general manager of Kuwang Investment, said in an interview with the reporter of Securities Daily that due to factors such as the rise of raw material prices in 2022, the installed growth rate of domestic energy storage system was less than expected, but the above disturbing factors would be significantly improved in 2023, especially when the inflection point of upstream raw material prices was approaching, the backlog of projects in the early stage would accelerate, and the overall growth rate of the industry was expected to return to the fast track in 2023. "In the international market, affected by the European energy crisis, the demand for overseas household energy storage market has exploded since 2022, and domestic household energy storage enterprises have full orders, which have been generally scheduled to produce until April this year. In the fourth quarter of last year
Edit：Hou Wenzhe Responsible editor：WeiZe
Source：Securities Dairy
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