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.

cls.cnDec 7 03:48 ET

Ping An Securities: In October, the year-on-year growth rate of power inverter exports was significant, with strong growth in the Latin American market.

According to the General Administration of Customs data, in October 2024, China's power inverter export amount was 4.7 billion yuan, with a month-on-month and year-on-year increase of 17% and -4% respectively. The month-on-month decrease slightly, but the year-on-year growth is significant.

Zhitong FinanceNov 26 03:01 ET

Sineng ElectricLtd (SZSE:300827) Has Some Way To Go To Become A Multi-Bagger

Simply Wall StNov 25 17:06 ET

Ping An Securities: Photovoltaic and energy storage power inverter Q3 performance under seasonal pressure, but the main track still has sufficient growth potential.

In terms of revenue, the overall performance of Q3 is relatively weak. Sungrow Power Supply, Sineng Electric, and Shenzhen Sinexcel Electric all experienced a slowdown in Q3 revenue growth compared to the same period last year, while the other two companies saw a year-on-year decline. Except for Sungrow Power Supply, which slightly increased on a month-on-month basis, the Q3 revenue of the other 4 companies all decreased month-on-month.

Zhitong FinanceNov 7 02:38 ET

There May Be Underlying Issues With The Quality Of Sineng ElectricLtd's (SZSE:300827) Earnings

Simply Wall StNov 4 18:31 ET

Ping An Securities: Strong certainty in the growth of new energy storage, focusing on the great storage opportunities overseas.

"New energy storage and independent energy storage are the main types of large-scale energy storage installations in China, both driven by the strong demand of new energy funds, with a scale growth driven by policy. "

Zhitong FinanceOct 30 21:39 ET