Recently, Tianneng Energy Storage signed a framework procurement agreement with Wuhan Jineng, achieving a five-year strategic cooperation. Both parties will jointly promote the landing of important energy storage projects in South Africa. This cooperation is not only an important milestone in the upgrading of Tianneng's globalization strategy, but also marks the deep transformation of Chinese new energy enterprises from "going global" to "integrating with the sea".  

It is reported that the over 500MWh order signed this time is from a domestic new energy power generation enterprise. The project is mainly distributed in renewable energy rich areas such as Northwest and North China, and is used to meet the energy storage and peak shaving needs of wind and photovoltaic power plants. The ordered products focus on the core advantages of "high safety, long cycle, and low energy consumption", and are equipped with the company's independently developed battery management system (BMS) and energy management system (EMS). The cycle life can reach more than 12000 times, and the charging and discharging efficiency exceeds 92%, which can effectively solve the intermittent and fluctuating problems of new energy generation and ensure the stable operation of the power grid. Although the "energy storage dark horse" enterprise has not been in the market for a long time, it has relied on precise market positioning, focused on customized needs of small and medium-sized energy storage projects, and quickly built a complete industry chain from battery cell packaging, system integration to operation and maintenance services. The signing of this long-term order also marks its official entry into the ranks of large-scale energy storage suppliers.

The breakthrough of the "energy storage dark horse" is not accidental. In recent years, with the acceleration of global energy transformation, the demand for energy storage market has extended from centralized large-scale projects to distributed, small and medium-sized projects, and the market space of segmented tracks continues to expand. The enterprise seized this opportunity and avoided the red sea of large-scale energy storage projects crowded by top enterprises. It deeply cultivated sub sectors such as industrial and commercial energy storage, and small and medium-sized energy storage supporting new energy power stations. By optimizing product design, reducing production costs, and improving delivery efficiency, it formed a differentiated competitive advantage. It is reported that its annual production capacity has exceeded 1GWh, with multiple automated production lines that can achieve rapid response to orders and bulk delivery. The signing of this 3-year long order will also provide stable support for the release of its production capacity.From the perspective of industry background, the current energy storage market is presenting a pattern of "leading enterprises holding their ground and emerging enterprises breaking through through through segmentation". On the policy side, many regions in China have introduced policies such as energy storage subsidies and mandatory allocation to accelerate the implementation of energy storage projects; On the market side, the cost of lithium batteries continues to decline, and the economy of energy storage continues to improve. Coupled with the explosive demand in overseas markets, it provides broad development space for various energy storage enterprises. For the "energy storage dark horse", signing long-term orders can not only ensure stable revenue growth for the enterprise, but also accumulate project practical experience, laying the foundation for expanding into larger markets in the future.

The landing of over 500MWh long orders this time also brings new insights to the energy storage industry. In the current era of increasing technological homogenization, precise market positioning, continuous technological innovation, and efficient delivery capabilities have become the key to breaking through for enterprises. The person in charge of the "energy storage dark horse" enterprise stated that in the future, they will take this order as an opportunity to further increase research and development investment, focus on long-term energy storage, safe energy storage and other technological directions, and expand overseas segmented markets, striving to double production capacity and steadily increase market share within 3 years.

Industry insiders analyze that with the continuous expansion of the energy storage market, there will be more "dark horse" companies emerging in segmented tracks in the future. The rise of these enterprises will promote the transformation of energy storage industry competition from "scale competition" to "quality+service", accelerate industry technological iteration and industrial upgrading, and provide more diverse and efficient energy storage solutions for global energy transformation.Editor/Bian Wenjun