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REPT BATTERO Energy Co., Ltd. (HKG:666) Not Flying Under The Radar
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
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