80 million yuan! Cross-border energy storage of large energy state-owned enterprises

　The national team has cross-border energy storage!

According to Tianyancha news, on November 11, 2022, the large-scale energy state-owned enterprise Zhejiang Wuchan Environmental Protection Energy Co., Ltd. (hereinafter referred to as "Wuchan Environmental Energy") and Tongxiang City Construction Investment Co., Ltd. (hereinafter referred to as "Tongxiang Urban Investment") jointly established Tongxiang Juneng Qitai Energy Storage Technology Co., Ltd. (hereinafter referred to as "Qitai Energy Storage").

Among them, Wuchuang Environmental Energy invested 52.8 million yuan and held 66% of the shares, and Tongxiang Urban Investment invested 27.2 million yuan and held 34% of the shares.

The business scope of Qitai Energy Storage is: energy storage technology services; technical services, technology development, technical consultation, technology exchange, technology transfer, technology promotion; thermal production and supply (except in accordance with the law Except for projects subject to approval, business activities can be carried out independently in accordance with the law with a business license). Licensed projects: power generation business, power transmission business, power supply (distribution) business (projects that require approval according to law can only be carried out with the approval of relevant departments, and specific business projects are subject to the approval results).

Following the trend, energy giants cross-border energy storage

Wuchan Environmental Energy was established on June 29, 2000 , was successfully listed on the Shanghai Stock Exchange on December 16, 2021. It is the first company in China's A-share market to "split the main board", and is also the first company in Zhejiang Province to successfully spin off and list state-owned enterprises. The stock abbreviation is: "Main Industry Environmental Energy" , stock code: "603071".

In terms of business, the main business of Wuchan Environmental Energy is "energy trade + energy industry", which mainly covers the two fields of traditional fossil fuel energy and green and clean new energy.

In the field of traditional fossil fuel energy, Materials and Environmental Energy is deeply involved in the coal industry, and has long-term and stable cooperative relationships with National Energy, Jinneng Holdings, China Coal Group and other enterprises; in the field of new energy, in the thermal power industry In the fields of environmental protection such as co-production, sludge and biomass treatment, Materials and Environmental Energy has the layout of 7 hot companies, with strong strength.

In addition, in the fields of environmental protection technology research and development, warehousing, import and export business and property management services, the products and environmental energyAlso involved.

In terms of revenue, according to the third quarter report released by Wuchan Environmental Energy on October 18, 2022.

In the third quarter of 2022, Wuchan Environmental Energy’s revenue was approximately 14.328 billion yuan, and its net profit was approximately 282 million yuan; in the first three quarters, its revenue was approximately 42.310 billion yuan, and its net profit was approximately 784 million yuan.

In terms of energy storage layout, on November 11, 2022, Wuchan Environmental Energy invested 52.8 million yuan, holding 66% of the shares, and jointly established Qitai Energy Storage with Tongxiang Urban Investment, officially entering the storage space. energy field.

The business and environmental energy industry has good revenue and profits in the fields of coal, combined heat and power generation. Combining the company’s advantageous resources and the close relationship between the energy industry and the energy storage industry, the company’s cross-border storage You can really go with the flow.

Central-owned enterprises take the lead, state-owned enterprises follow up, and energy storage is developing greatly!

Since 2022, state-owned enterprises such as China Power Construction, State Grid, State Power Investment Corporation and China Energy Group have taken the lead, followed by China Energy Construction, China Southern Grid Energy Storage and Datang Group. State-owned enterprises quickly followed up and deployed in fields such as pumped hydro energy storage, electrochemical energy storage and molten salt heat storage. my country's energy storage industry is developing rapidly.

In terms of central enterprises taking the lead, Power China is deeply involved in pumped storage. On November 2, 2022, the Zhejiang Jingning pumped storage power station, a project owned by Power China, officially started construction. The total installed capacity of the project is 1,400MW. , with a total investment amount of 9.2 billion yuan; on November 12, 2022, Hunan Taoyuan Muwangxi Pumped Storage Power Station, which Power China participated in the construction, officially started construction. The project has a total installed capacity of 1,200MW and a total investment amount of 8.6 billion yuan.

State-owned enterprises such as State Grid, State Power Investment Corporation and China Energy Group are accelerating the deployment of electrochemical energy storage, especially flow battery energy storage.

At present, the first phase of the 5GWh energy storage battery PACK manufacturing line of Suzhou Rongchu Technology Co., Ltd., a subsidiary of State Power Investment Corporation, has been officially put into operation; the energy storage system of Zhejiang Meiyu Project, a subsidiary of China Energy Group, is phosphoric acid Iron-lithium energy storage has issued a procurement announcement on November 3.

In terms of follow-up by state-owned enterprises, China Southern Grid Energy Storage, as the first company whose main business is pumped hydro energy storage, was successfully listed on the Shanghai Stock Exchange on September 28, 2022.

Huayin Power, a subsidiary of Datang Group, issued an announcement on November 3, 2022, planning to invest 805.05 million yuan to build a 200MW/400MWh Leiyang centralized energy storage project. In addition, Huayin Power Or HengnanThe main investment and development entity of Dawangmiao pumped storage power station.

In the future, with the successive entry of state-owned enterprises such as property, industry, environmental protection and energy, my country's energy storage industry will also develop.