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CITIC Securities: Domestic and foreign large storage demand continues to improve, pay attention to manufacturers with high proportion of overseas shipments.
The sustained increase in domestic and international energy storage demand is mainly due to factors such as policy support, cost reduction, new energy regulation demand, and electricity grid construction demand.
GGII: China's energy storage PCS shipment volume in the first half of the year was 24 GW, and it is expected to reach 52 GW for the whole year.
According to research statistics from the GGII Institute of High-Tech Industrialization, the PCS shipment of China's energy storage is expected to reach 24GW in the first half of 2024, with an estimated full-year shipment of 52GW.
Zhenyu Technology (300953.SZ): the largest supplier of Replun Jun structural parts.
On July 11th, Gelonhui reported that an investor asked Zhongyu Technology (300953.SZ) on the investor interaction platform, 'how much is the company's share of Ruipulan Jun structural components? What is the expected annual sales amount in the future?' The company replied that it is the largest supplier of Ruipulan Jun structural components, and the cooperation between the two sides is currently very close. It is expected that the transaction amount between the two sides will reach more than 0.5 billion yuan in 2024, and will exceed 0.7 billion yuan in 2025.
China International Capital Corporation: Multi-dimensional marginal improvement drives energy storage capacity increase, and global energy storage demand is expected to maintain high growth.
From a short-term perspective, the improvement of the US economy promotes the marginal improvement of the large storage market, and tariff policies may bring a rush of orders. From a medium-term perspective, developments such as the US market's energy transformation, extreme weather, and AI will drive the upward demand for energy storage, and the safety of storage batteries will also receive more attention. Although Chinese enterprises face challenges, there are still good development opportunities.
Here's Why REPT BATTERO Energy (HKG:666) Can Afford Some Debt
Brokerage Focus: Haitong Int'l first initiates a 'neutral' rating on Rui Pu Lan Jun (00666), indicating that it has just been established and is in the period of production capacity expansion.
Jingu Wealth News | Haitong International released a research report that Ruby Valley (00666) was established in October 2017 and is an important core enterprise of Qingshan Industrial in the field of new energy, mainly engaged in research and development, production, and sales of lithium-ion batteries. The products are mainly used in new energy vehicles, energy storage and other application terminals. In April 2019, the company achieved mass delivery of lithium batteries and listed on the Hong Kong Stock Exchange in December 2023, raising HK$2.013 billion for capacity expansion. According to the report, the company's overall gross margin in 2023 is 2.23%, a year-on-year decrease of about 5.3 percentage points from 2022, and the gross profit is from.
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