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GF Sec: It is expected that the demand for solar energy storage in emerging market countries in the Asia-Africa-Latin America region will fluctuate upwards.
In the long term, the photovoltaic storage price is determined by various factors such as electricity price, electricity demand, and policies. In the short term, the photovoltaic storage demand in Asia, Africa, and Latin America fluctuates upwards based on factors such as electricity price, electricity demand, and policies.
Guolian Securities: Policy investment is gradually tilting towards the intelligentization of distribution network.
In the power generation unit, the proportion of wind power and photovoltaics is increasing, and the growth rate has accelerated in recent years. The power structure, with new energy as the main source, will consume the flexibility regulating resources of the power system, making the electrical utilities system need to improve its smart distribution adjustment capabilities.
Sinolink Securities: Lithium carbonate prices continue to decline, domestic large-scale storage demand is booming.
The continuous decline of lithium carbonate has led to a further decrease in the bidding price of energy storage systems, and the domestic installation and scale of bidding are still in a high boom; the monthly installation fluctuation of large-scale storage in the United States does not change the upward trend of prosperity, and it is expected to rebound after the interest rate cut is implemented.
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CICC: The demand for power inverters is expected to recover after the September holiday, and the speed of increase in glass inventory days may slow down.
In the first half of the year, the performance of the power inverter sector was differentiated. Some manufacturers with a high proportion of shipments in the USA, Asia, Africa regions exceeded expectations, while leading companies in film, glass sectors showed steady performance with significantly higher profit capabilities than second-tier manufacturers.
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