On July 5, Xiamen Haichen Energy Storage Technology Co., Ltd. (Hereinafter referred to as "Haichen Energy Storage") officially announced the completion of the C round of financing of more than 4.5 billion yuan! The announcement issued by the Securities Regulatory Commission on July 3 shows that its listing guidance filing has been accepted, marking the formal entry of this energy storage battery company into the IPO listing process! In
2023, driven by the national "double carbon" goal, the financial investment in energy storage industry has been in a high temperature state, and the undercurrent of investment boom is surging under the new wind. As of May this year, there were 13 energy storage companies in one round of financing, followed by 7 Pre-A rounds, and 32 energy storage strategic financing events.
(As of May 2023, the stage of investment and financing in China's energy storage industry | unit/company)
(Data source: Xeniu data)
In the past 10 years, the total amount of financing in China's energy storage industry has exceeded 190 billion yuan. From 2019 to 2022, the number of investment and financing events reached 108, the highest in recent years, and the amount of financing was 27.873 billion yuan, down from last year.
(Data source: IT Orange)
Data show that China, the United States and Europe are the main bodies of global energy storage financing transactions. In 2022, the three countries (regions) accounted for 90% of the world's energy storage financing transactions, of which China, the United States and Europe accounted for $2.9 billion, $2 billion and $800 million respectively, accounting for 46%, 31% and 13%
of the global energy storage financing respectively.
Since 2023, sodium batteries and their key materials, energy storage systems and related equipment, and key raw materials for lithium batteries have become the three most popular financing tracks.
On the one hand, industrial and commercial energy storage products are sought after, which is related to their relatively simple product specifications and easy mass production. On the other hand, because the economy of this field is relatively good and the market is relatively dispersed, it is easy for early enterprises to achieve market breakthroughs quickly.
As one of the most mainstream energy storage technologies, lithium-ion battery technology has been widely used in electric vehicle and energy storage systems. Its production cost, energy density and cycle life are constantly improving. At the same time, the next generation of battery technology routes, such as sodium-ion batteries and solid-state batteries, are also developing rapidly and are sought after by capital. Flow battery technology has the advantages of efficient energy storage and sustainability.
It is worth noting that iron-vanadium flow batteries and zinc-aluminum flow batteries have good development potential in the market.
Because the design and integration of energy storage system involves energy management, intelligent control and grid connection. Energy storage system suppliers with innovative solutions and high performance are also widely concerned by investors.
[Investment and financing of energy storage industry are concentrated in the field of new energy storage technology]
With the development of new energy and energy storage industry and the continuous popularization of hard technology investment, new materials, as an important upstream technology link, are becoming a field of innovation and development. With the growth of electricity market demand and the upgrading of energy structure, the energy storage industry will maintain a rapid growth trend.
Industry insiders believe that the energy storage industry is in its infancy, although it has a certain degree of commercialization, but has not yet formed a clear oligopoly market structure, which provides a diversified investment track for venture investors.
At the same time, from the above data, it is not difficult to see that the investment enthusiasm of the energy storage industry has not decreased this year, the market dividend period in the second half of the year is still broad, and a large number of new energy storage forces will be generated in the next few years!
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