2023 Energy Storage Battery Concept Stocks List
From the current accelerated transition period to 2030, the energy storage side of the main solution is still the problem of intraday regulation, "new energy + storage" system-friendly new energy station development, will support its long-term development, the configuration of the space and profitability of energy storage is expected to gradually increase. Energy storage configuration space and profitability is expected to gradually increase. The following is a list of conceptual stocks of energy storage batteries brought to you by the editor for reference only!
The following "Energy Storage Concept Stocks" list is based on the company's market capitalization order:
1, BYD (002594): 10 years into the field of photovoltaic energy storage, and currently in the U.S. energy storage market share has reached 51%, is the largest battery in the North American market. Energy storage provider.
2, GCL Energy (0015): the company to build multi-scenario energy storage applications, to create "Chang'e" series of energy storage power plant, has managed 26MWh user-side energy storage projects, including Chang'e 1 project for the domestic user-side of the largest single lithium battery energy storage project.
3, Ming Yang Intelligence (601615): the company's current self-developed PCS products have been launched, energy storage system has also been a batch of external orders, the relevant business is actively developing.
4, Shanghai Electric (601727): in the field of energy storage, the company in stages, layout of the field of lithium batteries, liquid current batteries, fuel cells and decommissioned battery systems in four areas, improve the three power system. In the field of decommissioned battery energy storage is located in the forefront of the industry, has built more than 10 demonstration projects.
5, on can electric (300827): the company's energy storage converter related products have been large-scale application in photovoltaic + energy storage, wind power + energy storage and other fields.
6, the Orient Sunrise (300118): 18 years in August, to cash purchase Bikang shares held 51% stake in JiuJiu, the transaction price of 1.399 billion yuan, the company will use this to cut into the field of energy storage.
7, Dongfang Electric (600875): the company has energy storage products, Jiuquan photovoltaic power station energy storage demonstration system is running well.
8, Sinochem International (600500): 20 August 26 interactive platform response: the company and BMW Motorrad in Qingdao cooperation in the construction of the storage and charging station project has been put into operation, can be used to store energy power charging services for social vehicles.
9, in the days of science and technology (600522): the company's energy storage business is mainly layout of large-scale energy storage systems, communications base station backup power supply, power switching and other areas, the current customer base of new energy operators, communications operators, the State Grid and so on.
10, in the constant electric (002364): the company is mainly for the user side of the ladder energy storage business, including centralized and distributed two major directions, the introduction of containerized and distributed cabinet type energy storage system. At present, the containerized energy storage system has been applied in Jiangsu, Shanghai, Zhejiang, Shandong and other places, including the first set of MWh-level gradient utilization of industrial and commercial energy storage system project put into use in 17 years; at present, in the field of user-side gradient energy storage the company has a certain technical advantage.
11, CLP Xingfa (002298): participation in the subsidiary of the United States energy storage company's main business is home energy storage system.
12, Jiuzhou Group (300040): the company's super lead-acid energy storage technology can realize the peak electricity consumption.
13, yiwei lithium (300014): production of lithium-ion battery products are widely used in consumer electronics, power and energy storage; 17 years, the subsidiary yiwei sai ence was recognized as the guangdong province energy storage power battery system engineering technology research center; with the first half of 18 years of the square ternary battery plant is completed, the company's power battery production capacity scale will reach 9GWh, will become the industry The company's power battery production capacity will reach 9GWh with the completion of the square ternary battery factory in the first half of 2008, and will become one of the few suppliers with comprehensive product solutions.
14, Pauli new (300116): the company's products to low-speed two-wheeled vehicles and energy storage.
15, Guancheng Datong (600067): Guancheng Ruimin has developed for energy storage field of long-life ternary soft pack batteries, for energy storage system customers to provide high-quality supporting power supply, the product can be widely used in industrial enterprises, commercial buildings, energy storage charging stations and other places.
16, power source (600405): the company's emergency power supply and energy storage products can be widely used in rail transportation, petrochemical and civic buildings, modular PCS from the household energy storage, industrial and commercial peak shaving and filling the valley and the grid side of the peak frequency regulation, can be applied to a few kilowatts to several megawatts of the various application scenarios.
17, gorgeous family (600503): December 7, 17 announced that on December 6, 17, gorgeous family subordinate company ningbo ink science and technology limited company (hereinafter referred to as "ningbo ink", ningbo ink for the gorgeous family wholly owned subsidiary of the Beijing ink holdings group Co. (hereinafter referred to as "Ningbo Mercury", Ningbo Mercury is the controlling grandson of Beijing Graphene Holding Group Co. The main content of the contract is that the implementation goal: to build a production line with an annual output of 300 tons of electronic-grade graphene microchips in 18 years, and achieve stable operation. Breakthroughs in low-cost scale production technology of high-quality graphene microchips, graphene microchips in the number of layers, conductivity ash and impurities and other key indicators to meet the application of lithium-ion batteries and supercapacitors, process wastewater to achieve near-zero discharge; development of a series of products for application in the energy storage of special graphene conductive paste products, in 19 years, to achieve the graphene conductive paste products 10,000 tons of large-scale use. Derived from the application of products in the aerospace industry, semiconductor industry, photovoltaic industry, lithium-ion batteries, a new generation of displays, supercapacitors, chemical and composite and other fields of application.
Energy Storage Battery Concept Stocks
Vanadium Battery Advantages
Vanadium batteries are known as all-vanadium redox batteries, which are a kind of redox battery with vanadium as the active substance in a circulating liquid state.
The biggest advantage of vanadium battery is that the positive and negative redox pairs use the same element vanadium, and the electrolyte can be regenerated during long-term operation, avoiding the problem of cross-contamination that makes the capacity of the battery difficult to be restored; the electrochemical reaction kinetics of the positive and negative redox pairs of the all-vanadium flow battery is good, and a high power density can be achieved without an external catalyst. Moreover, the battery has no obvious hydrogen and oxygen precipitation side reactions during operation, and has excellent reliability.
Unlike lithium resources, China is a major vanadium resource country with the world's largest reserves, and in 20 years China's vanadium production accounted for 61.63% of the world's total vanadium production. National energy security is guaranteed and pricing power is in their hands.
Vanadium battery energy storage or drive vanadium demand rising rapidly. Under the background of "double carbon", the energy storage industry will usher in the rapid development of matching with clean energy. Vanadium battery with its own safety, environmental protection, ultra-long cycle times and other characteristics, in the context of the new policy, will become an important part of the electrochemical energy storage. 1GW vanadium battery with vanadium pentoxide about 10,000 tons, along with vanadium battery demand rise, vanadium resource supply or gradually tighten.
Policy support
While vanadium batteries in the past few years has not been too much attention from the market, but in the new energy planning, can be seen in its figure. Whether in 15 years and lithium batteries, fuel cells and other new batteries are included in the tax incentives, or 17 years included in the energy technology "13th Five-Year Plan", vanadium batteries have always been the object of favorable policy.
This year in the field of energy storage is set to make the market really concerned about vanadium batteries. 2023 July, the National Development and Reform Commission and the Energy Bureau issued "on accelerating the development of new energy storage guidance", the document proposed to adhere to the diversification of energy storage technology, promote lithium-ion batteries and other relatively mature new energy storage technology costs continue to decline and commercial scale application, realize the vanadium battery and other liquid current batteries for long periods of time. Energy storage technology into the early stages of commercialization.
June 15, as the National Energy Board approved the construction of the first national large-scale chemical energy storage demonstration project, the Dalian liquid current battery energy storage and peaking power station is currently undergoing the final battery monomer debugging and system debugging stage, is about to be officially put into commercial operation in August this year.
Policy clear ternary lithium batteries shall not be used for medium and large-scale energy storage, vanadium battery demand growth or accelerate. National Energy Board on June 29 released "to prevent power production accidents in the twenty-five key requirements (2023 version) (draft)", clear "large electrochemical energy storage power plant shall not be used in ternary lithium batteries, sodium sulfur batteries, should not be used to select the gradient utilization of power batteries. The policy side of the energy storage safety requirements of further upgrading, or will make vanadium batteries based on liquid current batteries become an important way of medium and large energy storage, vanadium battery demand or accelerated growth.
In accordance with the "guidance on accelerating the development of new energy storage" policy development goals, 2025 to achieve a cumulative total of 30GW installed capacity of new energy storage, vanadium battery penetration rate of 20%, and the current both globally, or in China, vanadium battery penetration rate has just reached 1%. This means that in the next five years, vanadium batteries will rely on the penetration rate to usher in the first stage of the outbreak.
At the same time, it is also the first new listed company in Hunan in 2023.
Hunan Yuneng is a major domestic supplier of cathode materials for lithium-ion batteries, specializing in the research, development, production and sales of cathode materials for lithium-ion batteries. The company's main products include lithium iron phosphate, ternary materials and other lithium-ion battery cathode materials, currently focusing on lithium iron phosphate, which is mainly used in the manufacture of lithium-ion batteries such as power batteries and energy storage batteries, and ultimately applied to new energy vehicles, energy storage field, etc.
Hunan Yuneng has become the supplier of many famous lithium battery enterprises, such as Ningde Times, BYD, YWL, Hive Energy, Vision Power, Ganfeng Lithium, Ruipu Energy, Ningde New Energy, Nandu Power, ZTE Pai Energy, Penghui Energy, etc. The products of the company have been recognized by downstream customers.
And, new energy giants Ningde Times and BYD are also among the shareholders of Hunan Yuneng, with shareholdings of 10.54% and 5.27% respectively. In fact, in December 20, Hunan Yuneng increased its capital and introduced its main customers Ningde Times and BYD as strategic investors, constituting the company's related parties.
At the same time, Hunan Yulin's combined sales revenue to Ningde Times and BYD accounted for more than 90%, reaching 93.56%, 91.10% and 95.42%, respectively. Hunan Yurong explained that mainly because the company's products downstream lithium-ion battery industry market concentration is high, for the company, the introduction of Ningde Times, BYD as a strategic investor, is conducive to further consolidate the cooperative relationship with important customers, learning and reference to advanced management experience and better grasp of the industry development trend. Therefore, Ningde Times and BYD's strategic investment in shares and becoming a related party of the Company has a reasonable business background, which is conducive to multi-party cooperation***Win, and the Company's higher proportion of related sales to Ningde Times and BYD is also in line with the objective situation of higher concentration in the downstream industry.
Performance, 19 to 2023, Hunan Yuneng's revenue of 581 million yuan, 955 million yuan, 7.027 billion yuan; net profit of 57.37 million yuan, 46.23 million yuan, 1.175 billion yuan. Hunan Yuneng expects its revenue from January to June 2023 to be from 12.562 billion yuan to 13.959 billion yuan, representing an increase of 769.27% to 865.94% over the same period of the previous year, and net profit attributable to owners of the parent company to be from 1.354 billion yuan to 1.505 billion yuan, representing an increase of 548.96% to 621.13% over the same period of the previous year, and the net profit after deducting the non-recurring gain or loss attributable to owners of the parent company to be 1.375 billion yuan, and the net profit after deducting the extraordinary gain or loss to be 1.375 billion yuan. The net profit attributable to the parent company after extraordinary gains and losses will range from 1.353 billion yuan to 1.504 billion yuan, representing an increase of 560.35% to 633.84% over the same period of the previous year. The company expects a large increase in operating results from January to June 2023, mainly due to: the rapid development of new energy vehicles, energy storage market, lithium iron phosphate battery technology routes accounted for an increase in the proportion of the lithium iron phosphate anode materials market demand driven by a substantial increase; the company's production and sales scale is expected to increase significantly, lithium iron phosphate anode materials market prices rose by a large margin.
It is worth noting that Hunan Yuneng's shareholding structure is relatively decentralized, with no controlling shareholder and actual controller. However, Xiangtan Electrochemical and Xiangtan Electrochemical's controlling shareholder Xiangtan Electrochemical Group holds 8.47% and 13.48% respectively.