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Recently, 13 companies secured over 56.5 GWh of energy storage orders, with the global battery shipment volume doubling in growth, and energy storage companies are expected to benefit from the development of the large storage market in Europe.
① The year-on-year growth rate of global energy storage battery shipments accelerated from 25% in the first half of 2024 to 68% in the third quarter of 2024; ② HSBC Qianhai Securities has raised its forecasts for global energy storage system installations in 2025 and 2026 from 266GWh and 360GWh to 270GWh and 363GWh, respectively, to reflect that the short-term shipment volume of energy storage batteries is stronger than expected and the demand outlook in the china and Middle East markets has improved.
China International Capital Corporation: The global energy storage turning point is accelerating, bullish on the flourishing of Chinese enterprises going abroad.
The global energy storage turning point is accelerating, the usa may迎接 a rush for installations, and the energy transition in Europe and Australia is speeding up.
Haitong sec: The prosperity of charging stations in Europe and America continues, and the proportion of direct current is significantly increasing.
It is expected that the construction of charging stations in Europe and America will continue to grow at a high rate, coupled with the increasing proportion of high-power direct current fast charging, there is broad market space overseas.
Shenzhen Sinexcel ElectricLtd (SZSE:300693) Sheds 4.9% This Week, as Yearly Returns Fall More in Line With Earnings Growth
Shenzhen Sinexcel Electric (300693.SZ): Currently no photovoltaic power inverter products.
Gelonghui November 28th, Shenzhen Sinexcel Electric (300693.SZ) stated on the investor interaction platform that the company currently does not have photovoltaic power inverter products.
Shenzhen Sinexcel Electric (300693.SZ): Battery formation and testing equipment products mainly include lithium battery series, lead-acid battery series battery formation and testing equipment.
Shenzhen Sinexcel Electric (300693.SZ) stated on the investor interaction platform on November 28 that the company's battery formation and testing equipment products mainly include lithium battery series and lead-acid battery series. The products are mainly used for charging and discharging testing, battery formation, and capacity grading in the battery research and manufacturing process. The direct customers of the products are mostly lithium battery and lead-acid battery manufacturers, as well as electric autos manufacturers.
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