Entering the key period of energy storage reshuffle, how are the cross-border enterprises coming from the name?

2024-10-16 22:22:19

Recently, the news revealed by the two companies in the energy storage plate has caused industry concern. On September 29, Changji Jifeng Energy Storage Technology Co., LTD., wholly owned by Jifeng Zero Carbon, was established with a registered capital of 3 million yuan. Its business scope includes: power generation technology services; Heat production and supply; Energy storage technology service; Battery manufacturing, etc.

On October 14, Black Sesame said on the investor interactive platform that in view of the current external development situation and business environment of the lithium energy storage battery industry, based on the prudent principle of investment risk management and control, the company suspended the investment and construction of the project (Nanchang lithium iron phosphate lithium battery production base in Jiangxi Province), and is currently focusing its resources on the operation of the large health food industry. On the one hand, the wind power magnates store two flowers and play with the new energy industry; On one side, the sesame paste king retreated again and again, and finally returned to the basic plate. Although the overall decision-making of an enterprise will be affected by multiple factors, there are still many netizens who feel that it is really not easy for enterprises to eat the "bowl of rice" of energy storage across the border. In March this year, Kexiang shares announced that it signed the "Termination Agreement between the Xinfeng County People's Government and Guangdong Kexiang Electronic Technology Co., Ltd. on the Investment Intention Contract for a new 6GWH sodium-ion new energy battery Project" with the Xinfeng County Government. In June, International Industry announced the termination of the original 4GWh energy storage battery PACK integrated production line project of its subsidiary Zhongda Tower. In September, Tianeng Shares revealed that the company has postponed new capital investment in the lithium battery sector. Immediately after Sandton New Energy received the announcement of the court's bankruptcy reorganization ruling, Xiangtan Yuhu District People's Court ruled that: accept Yuyao Haitai Trading Co., Ltd. for Sandton New Energy bankruptcy reorganization application. Black Sesame Group from the food industry cross-border energy storage "unfamiliar" situation is reasonable, but like lead acid battery leader Tiancan shares, battery companies Thornton New energy Source and other new energy-related industry chain companies cross-border setbacks, it is more or less unexpected.

However, some insiders said that the pressure faced by all enterprises in the key period of the reshuffle of the energy storage industry is the same, different from the photovoltaic industry after multiple cycles, the participants have accumulated a certain amount of experience, and can be more peaceful to look at the only way to industrial development. All the players of the entire energy storage circuit are facing the critical period of the industry for the first time, whether it is integrators, equipment manufacturers, lifepo4 battery companies, or cross-border giants, everyone is exploring a way out, if the response is not appropriate, it is inevitable to encounter setbacks, cross-border enterprises in addition to cross-border "halo" and no additional risk resistance skills, so it is inevitable to encounter "Waterloo". However, such a baptism also has a positive impact on cross-border enterprises and the energy storage industry. The staff of an enterprise said: "Cross-border energy storage is a strategic move made by the group to find the second growth pole, although at this stage the energy storage industry is ushering in a critical period of reshuffle, and the company's pace of advancement has begun to slow down, but the development of the energy storage track under the background of dual carbon is still promising, especially after the reshuffle as a cross-border enterprise, we will have a clearer judgment on the positioning of our own capabilities in the energy storage track. Can provide an important reference for future development." A senior executive of an energy storage company also said: "The fire of the energy storage industry has attracted many cross-border participants, and the influx of technology and ideas in other areas has indeed helped the progress and development of the energy storage industry, but there are also some 'reckless' crossover who do not have the advantage of technological innovation, and can only rely on low-quality to seize share, seriously disrupting the market rules." But when entering the critical period of the reshuffle, users will be more careful to choose high-quality products, these 'disruptive' crossers will be eliminated, and the cross-border enterprises with unique advantages will drive a new round of technology 'internal volume', which will help the quality and upgrading of the energy storage industry."