Investment points
Energy storage framework: The energy storage industry chain includes upstream raw materials, midstream energy storage systems, downstream power generation side + grid side + user side demand; the energy storage industry focuses on policy, demand, pattern and profitability. Policies directly affect the latter three, and demand depends on For electricity price, kWh electricity cost, structure and profit are related to technology, cost, brand and channel;
Energy storage demand: It is estimated that the global energy storage demand will be 117GWh in 2022, with a growth rate of +58%, China +51%, the United States +42%, and Europe +93%; the global energy storage demand is expected to be 188GWh in 2023, with a growth rate of +60%, China +94%, US +57%, Europe +35%;
Energy storage policy: China’s energy storage policy focuses on electricity prices, the US energy storage policy focuses on taxation, and Europe focuses on stability;
Energy storage link: each link of energy storage includes lithium battery, sodium battery, PCS, temperature control, fire protection, system integration;
Investment suggestion: We believe that the energy storage industry is a long-term high-quality super track, and will maintain rapid growth in the next few years. 2023 will be the starting point for long-term and short-term high growth of the energy storage industry. maintain rapid growth. At the investment level, focus on three main lines: 1) Leaders in various sectors, mainly beta opportunities; 2) Newly listed high-quality energy storage targets; 3) Companies that have newly entered the energy storage track.
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