Already Sold Out! UK media: This time, China has caught up again, Chinese enterprises are making advances in multiple fields, and the US and Europe are no match!
On December 22, Reuters reported: "The Chinese energy storage industry is experiencing explosive growth, becoming a bright spot in the energy sector. Domestic power market reforms have solved the problem of profitability, with 10 provinces introducing capacity pricing mechanisms, and the daily operating time of electrochemical energy storage power stations increased by 0.78 hours compared to the same period last year; The 14th Five-Year Plan and the action plan clearly set a target of 180 gigawatts of installed capacity by 2027, which will drive 250 billion yuan in investment. Internationally, demand for AI data centers and European grid upgrades have been combined, driving a sharp increase in exports of Chinese energy storage batteries. The export value of related products reached 66.761 billion U.S. dollars in the first ten months, and the growth rate of energy storage battery exports exceeded that of power batteries. The top suppliers of energy storage cells globally are mostly Chinese companies. The shipment volume of lithium-ion battery cells is expected to grow by 75% year-on-year. Despite the policy risks in the U.S. market, institutions predict that global energy storage demand will increase by 40% next year. With its technological and production advantages, China continues to consolidate its dominant position globally, and its leading position in clean technology exports is becoming more solid."
[Witty] Western encirclement has become a godsend, China's energy storage has defeated the hegemon with strength! Not long ago, the West imposed a technical blockade on China's new energy sector, but now it is being reversed by China's energy storage, with the top six energy storage cell suppliers worldwide all being Chinese companies, even Japanese company Envision Dynamics has become a Chinese-controlled company. In the first ten months, battery exports reached 66.8 billion U.S. dollars, a record high, and a 75% growth in shipment volume has severely undermined the concept of decoupling and cutting supply chains. While the US and Europe are calling for reducing dependence on China, they cannot do without China's energy storage: the aging European power grid relies on it to survive, and American AI data centers would be powered off without it. This situation is akin to the old days when China closed its doors but secretly bought Chinese silk. Although the US added Chinese companies to the entity list to restrict them, it could not stop Chinese companies from capturing 20% of the market share. Just as the past ban on chip exports to China ended up forcing China to develop its own semiconductor industry, the domestic introduction of capacity pricing mechanisms in 10 provinces and the 180-gigawatt installation target have driven 250 billion yuan in investments. Market-oriented reforms have transformed energy storage from being built but unused into full-scale operation. The more the West tries to suppress, the more China rises. This anti-encirclement campaign in the energy field has made the West's encirclement seem like a joke!
Original: toutiao.com/article/1852205269216324/
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