The commercialization of energy storage is expected to enter the outbreak period ahead of schedule the outbreak period ahead of schedule

After a series of consecutive declines in the past few days, the GEM index rebounded sharply yesterday, with an overall increase of 1.84%. The hot-selling energy storage sector rose 2.84%, the highest among the top, and the stocks of Shengyang, Dangsheng Technology, Mengshi Technology, Shanshan and Cangzhou Mingzhu were up daily, Xinzhoubang (8.14%) and Ganfeng Lithium Industry (7.87%), Jianrui Woneng (6.87%), Fosu Plastics Technology (6.18%), Huayou Cobalt (5.58%), Yiwei Lithium Energy (5.52%) and other 6 stocks rose more than 5%, becoming a highlight in the market.

In this regard, some market participants said: The energy storage industry has a high growth rate, the sector's apparent oversold market this year and the overall low stock price has become the main driving force for the recent overall rebound of the sector.

"Securities Daily" reporters according to statistics of the same flush, found that the energy storage sector has fallen by 23.06% this year, underperforming the same period (the Shanghai Composite Index fell 12.62% during the year), and 11 energy storage concept stocks that rose more than 5% yesterday, Jianruiwoneng Five stocks, including (63.25%), Mengshi Technology (40.08%), Shengyang (40.02%), Foshan Plastics (39.31%) and Cangzhou Pearl (37.95%), all fell more than 30% during the year. In addition, Sunshine Power, CITIC Guoan, Linyang Energy, Kane, Xiongyi, Keshida, Jiuzhou Electric, Ketai Power and Kehua Hengsheng also fell more than 40% during the year. After the plate has been significantly adjusted, among the 67 constituent stocks, 38 stocks have the latest closing price below 10 Yuan. Jianrui Woneng, Fosu Technology, Keliyuan, CITIC Guoan, GCL Integration, Easy, and the Power stock price of leading stocks such as Dongliyuan and Sifang is less than 5 Yuan.

Some analysts said: With the maturity of domestic wind power and photovoltaic industry, smart grid construction and the development of electric vehicles, the market demand for energy storage is growing. The investment opportunities related to the energy storage sector in the previous period are worthy of attention. Pacific Securities also said: With the advancement of energy storage technology and cost reduction, the "storage energy +" application area is opened, and the commercialization of energy storage is expected to enter the outbreak period in advance.

In fact, recently listed companies have frequently seized orders in the field of energy storage. On June 18, the large-scale lithium battery energy storage project jointly invested by the Ningde era Fujian Provincial Investment Group was officially signed, with a total planned investment of 2.4 billion Yuan. On May 28, Kelu Electronics signed a Purchasing Contract with Shenzhen Energy Gap Technology Co., Ltd. The company will sell energy storage battery packs to Energy Gap Technology with a total contract value of approximately RMB 214 million. Nandu Power announced on May 24 that the company and Zhongtian Iron and Steel Group Co., Ltd. (Party A) signed an operation and management service contract for the energy storage power station project. The total construction power of the project is 50MW and the project capacity is 400MWh. This project is the largest single project signed by the company so far, which indicates that the company's commercial energy storage projects have entered the stage of large-scale application.

The higher growth of the energy storage industry is also reflected in the performance of leading listed companies. Nanyang Technology (170.00%), Nandu Power (120.00%), Mengshi Technology (98.01%), Ganfeng Lithium Industry (65.00%), GEM Companies such as (60.00%), Hailiang (50.00%) and Guoxing Optoelectronics (50.00%) expect net profit of the interim report to increase by 50% or more.

In terms of the layout of leading stocks, Pacific Securities said: It is recommended to build a closed-loop battery industry chain, Nandu Power Supply, inverter faucet sunlight power supply, lithium battery energy storage industry chain layout of Kelu Electronics and Linyang Energy, Mengshi Technology.

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