Is Longji Green Energy entering the energy storage market after all?
Regarding the equity participation, Longji Green Energy and Precision Control Energy have not disclosed to the public. "We have been evaluating the layout of the company's energy storage business, and the specific results are not clear," said the staff of the board of directors of Longji Green Energy when asked by the media about the energy storage. "
For the above rumors, as of the date of publication, Longji Green Energy official did not make any reply.".
for Longji Green Energy's failure to enter the field of energy storage. Zhong Baoshen, chairman of the company, also said last year that it was because the judgment could not be absolutely competitive in the energy storage market. But it's not that we don't do it, but that we turn to cooperate with energy storage companies.
Photovoltaic + energy storage has become the standard configuration
. Under the general trend of integration of photovoltaic and energy storage, the layout of energy storage has basically become the standard configuration of photovoltaic enterprises. At present, many photovoltaic manufacturers, including Sunshine Power, Atlas, Jingke Energy, Trina Solar Energy and Tongwei Stock, have set foot in energy storage.
Among them, the two most representative enterprises should be Sunshine Power Supply and Atlas , both of which are the earliest energy storage enterprises in photovoltaic enterprises. In the first half of this year, some "qualitative changes" have taken place in the energy storage business of the two companies. Sunshine Power ,
known as "the first brother of photovoltaic", has officially entered the field of energy storage in 2006. After nearly 20 years of development, the energy storage business became the company's largest source of revenue in the first half of this year. Revenue accounts for more than 40% . At the same time, the gross profit rate of energy storage system is also the highest in the layout of sunshine power business, reaching 39.
In the first half of this year, Atlas was the only one to maintain profitability among the nine leading enterprises in the main photovoltaic industry chain. Achieve 7. Net profit in the second quarter 6. This is not only related to its "market for profit" strategy, but also the "bottom line" of its energy storage business.
At the same time, Jingke Energy and Trina Solar have also made great efforts in the field of energy storage in the past two years.
JinkoSolar's shipments of energy storage systems in the first half of this year have exceeded the whole year of last year, and it is expected to achieve the target of 6GWh shipments this year. According to the company's record of investor activity on August 29, although its current energy storage (business) still has a certain loss, it is expected that there will be a significant increase in gross profit margin every quarter. In the
first half of this year, Trina Solar's energy storage sector shipped 1.7 GWh, and in the second quarter, it shipped about 1. According to the record of investor relations activities released by the company on August 25, the current scale of its energy storage orders in hand exceeds 10 GWh, and the proportion of overseas orders is high. There is a considerable amount of orders in the US market, which supports the future profitability of the energy storage sector .
Tongwei shares also officially entered the energy storage industry in February this year.
On February 14, Tongwei New Energy, a subsidiary of Tongwei, and Jintang County Government of Chengdu City, Sichuan Province signed the "Integration of Source, Network, Load and Storage" construction and 150MW/300MWh shared energy storage project . The project is planned to invest 500 million yuan. Advanced 
On the one hand, Ningde Times, BYD and other energy storage giants have a solid position, while the influx of many leading photovoltaic enterprises has made the energy storage industry more competitive.
On the other hand, the energy storage industry has also been deeply involved in the "involution whirlpool" in the past two years, homogeneous competition is prevalent, and the winning price of the project has repeatedly reached a new low. Tian Qingjun, senior vice president of Envision Energy and president of Envision Energy Storage, said during the fourth EESA Energy Storage Exhibition: " Nearly one third of system integrators in the industry sell below cost, and the proportion is still rising ."
In this context, many cross-border energy storage enterprises have failed. Therefore, some voices believe that Longji Green Energy may have missed the best time to enter energy storage.
Open data show that in the first half of this year, China's new energy storage installation was 222 GWh , with a new record of 665 GWh , an increase of 120% over the same period last year. Among them, there are 122 GWh-level projects.
Secondly, there is a turning point in the energy storage industry.
Benefiting from the outbreak of downstream demand, the first-line and some second-line battery factories in the upstream of energy storage began to basically enter the "full production" state last year, and even appeared the phenomenon of "queuing for goods". In sharp contrast, the third and fourth-line battery core factories are still struggling, facing liquidation, and some enterprises are turning to the first-line manufacturers. Although
the downstream system integration is still in a melee, it has also been divided and partially warmed up.
On the whole, the current energy storage is shifting from "comprehensive price war" to "technology breakthrough + value competition", and the industry is gradually entering a more rational development cycle.
In addition, although Longji Green Energy is a little slower than other photovoltaic leaders, from the existing information, Longji Green Energy may be more inclined to "store capital" , which can not only achieve rapid entry to seize the wind, but also reduce the cost of trial and error.
If the news of Longji Green Energy Storage is true and the leading photovoltaic enterprises gather again in the energy storage industry, what new stories will they collide with each other? Is Longji Green Energy, which is the last to enter the game, the last one to catch up or the last one to return?
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