各大利好政策和市場因素，推動國內(nèi)儲能產(chǎn)業(yè)再迎需求增長。
4月4日，廣州鵬輝能源科技股份有限公司（下稱“鵬輝能源”）發(fā)布公告，公司擬在浙江、河南分別建設(shè)儲能電池項目。
位于浙江省的全資子公司衢州鵬輝能源科技有限公司，擬投資約70 億元人民幣，新增建設(shè)年產(chǎn)21GWh儲能電池項目；
位于河南省的全資子公司河南省鵬輝電源有限公司，擬投資約3億元人民幣，計劃新增擴(kuò)建一條長循環(huán)、高能效大型儲能用鋰離子電池生產(chǎn)線，并新購置自動化、智能化生產(chǎn)設(shè)備等。
據(jù)公告顯示，兩個項目預(yù)計投建總計時長將超過3年，計劃于2023年6月底前開工建設(shè)，于2026年12月底前建成投產(chǎn)。公司稱，本次投資將進(jìn)一步完善產(chǎn)能布局，增強(qiáng)儲能業(yè)務(wù)的影響力和綜合競爭力。
鵬輝能源成立于2001年，主營綠色高性能電池的研發(fā)、生產(chǎn)及銷售。2011年開始進(jìn)入儲能領(lǐng)域，主要客戶包括中國鐵塔、中國移動、陽光電源、天合光能等。2020年開始布局戶儲，2021年其全球戶儲電池出貨量便進(jìn)入前三。
按照鵬輝能源發(fā)布業(yè)績預(yù)告，公司2022年預(yù)計實現(xiàn)凈利潤6億元至6.92億元，同比增長228.89%至279.28%。報告期內(nèi)持續(xù)加大儲能市場的開拓力度，儲能電池業(yè)務(wù)收入同比大幅增加，汽車動力電池業(yè)務(wù)收入同比也有較大增長，消費(fèi)電池業(yè)務(wù)保持平穩(wěn)增速。公司計劃在未來3-5年繼續(xù)進(jìn)軍國際市場，跨越200億元營收。
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.
