各大利好政策和市场因素,推动国内储能产业再迎需求增长。
4月4日,广州鹏辉能源科技股份有限公司(下称“鹏辉能源”)发布公告,公司拟在浙江、河南分别建设储能电池项目。
位于浙江省的全资子公司衢州鹏辉能源科技有限公司,拟投资约70 亿元人民币,新增建设年产21GWh储能电池项目;
位于河南省的全资子公司河南省鹏辉电源有限公司,拟投资约3亿元人民币,计划新增扩建一条长循环、高能效大型储能用锂离子电池生产线,并新购置自动化、智能化生产设备等。
据公告显示,两个项目预计投建总计时长将超过3年,计划于2023年6月底前开工建设,于2026年12月底前建成投产。公司称,本次投资将进一步完善产能布局,增强储能业务的影响力和综合竞争力。
鹏辉能源成立于2001年,主营绿色高性能电池的研发、生产及销售。2011年开始进入储能领域,主要客户包括中国铁塔、中国移动、阳光电源、天合光能等。2020年开始布局户储,2021年其全球户储电池出货量便进入前三。
按照鹏辉能源发布业绩预告,公司2022年预计实现净利润6亿元至6.92亿元,同比增长228.89%至279.28%。报告期内持续加大储能市场的开拓力度,储能电池业务收入同比大幅增加,汽车动力电池业务收入同比也有较大增长,消费电池业务保持平稳增速。公司计划在未来3-5年继续进军国际市场,跨越200亿元营收。
Great power invested 7 billion yuan to build an annual production of 21GWh energy storage battery project
Various favorable policies and market factors are driving the domestic energy storage industry to meet demand growth again.
On April 4th, Guangzhou Great PowerTechnology Co., Ltd. (hereinafter referred to as "Great power") announced that the company plans to build energy storage battery projects in Zhejiang and Henan respectively.
QuzhouGreat power Technology Co., Ltd., a wholly-owned subsidiary located in Zhejiang Province, plans to invest approximately 7 billion yuan in the construction of a new 21GWh annual energy storage battery project.
HenanGreat power Supply Co., Ltd., a wholly-owned subsidiary located in Henan Province, plans to invest approximately 300 million yuan in the expansion of a long cycle, high-energy efficient large-scale lithium-ion battery production line and the purchase of automation and intelligent production equipment.
According to the announcement, the total construction time of the two projects is expected to exceed 3 years, and they are planned to start construction by the end of June 2023 and be completed and put into operation by the end of December 2026. The company stated that this investment will further improve the production capacity layout, enhance the influence and comprehensive competitiveness of the energy storage business.
Great power was established in 2001, specializing in the research and development, production, and sales of green high-performance batteries. Since 2011, we have entered the energy storage field and our main customers include China Tower, China Mobile, Sunshine Power, and Trina Solar. Starting from 2020, the layout of household storage began, and in 2021, its global shipment of household storage batteries entered the top three.
According to the performance forecast released by Great Power, the company is expected to achieve a net profit of 600 million yuan to 692 million yuan in 2022, a year-on-year increase of 228.89% to 279.28%. During the reporting period, continuous efforts were made to expand the energy storage market, resulting in a significant increase in revenue from the energy storage battery business compared to the same period last year.
The revenue from the automotive power battery business also showed significant growth compared to the same period last year, while the consumer battery business maintained a stable growth rate. The company plans to continue to enter the international market in the next 3-5 years, with a revenue of over 20 billion yuan.