Energy storage battery: short-term differentiated competition, give play to their respective advantages, and continuously test technology and cost in the medium and long term
In terms of scale, the energy storage battery is developed from 0-1, and the quantity is small, so its gross profit margin is relatively high. The gross profit margin of energy storage cell in Ningde era is higher than that of power cell. In the medium and long term, after large-scale cost reduction, cost will be an important competitive factor. The integrated layout of the head battery plant is perfect, and the cost advantage in the later stage is relatively significant, which helps to occupy the core position in the field of power energy storage with high demand growth and high cost control requirements. Although the overall scale of household energy storage and portable energy storage is small, the profit margin is high. Paineng technology and Penghui energy focus on this field and have certain first mover advantages in product design, understanding and channels. With the gradual maturity of the industrial chain, sodium battery is expected to be gradually applied in the field of large energy storage by virtue of its low-cost advantage.
Following the development trend of the energy storage industry, BQC is also constantly improving its R & D strength to better provide services to our customers. BQC has rich experience in supply chain management, which can help customers control production costs and open the market with price advantage.
