The electricity calculation collaboration opens up significant storage expansion space, Shengyang Co. hits the daily limit with increased volume in the afternoon.

(Source: News China)

          From a long-term perspective, against the backdrop of a global electricity shortage + the outbreak of geopolitical conflicts, awareness of energy security has increased; during the “15th Five-Year Plan” period, global energy storage is expected to enter a sustainable growth phase.            

On March 25, the battery sector saw a short-term surge. Shandong Shengyang Co., Ltd. (002580.SZ) hit the daily limit straight up, with trading volume exceeding 1 billion yuan. Weike Technology (600152.SH) had also previously hit the daily limit, while Zhenyu Technology (300953.SZ), Jiayuan Technology (688388.SH), Wanrun New Energy (688275.SH), Xianhui Technology (688155.SH), and Longpan Technology (603906.SH) followed higher.

In terms of news, geopolitical conflicts have pushed up energy costs. In its latest report, Goldman Sachs raised its oil price outlook and warned that in extreme cases, oil prices would set a new record high—at $147. The European TTF benchmark Dutch natural gas futures saw a daily increase of more than 20%, doubling from the low point earlier this year. The sharp surge in energy prices directly boosted urgent demand for residential energy storage and standalone energy storage. Meanwhile, multiple countries including Australia, the UK, and Hungary have rolled out large-scale residential storage subsidy policies in succession. Combined with Europe’s long-term logic of independent and controllable energy, residential storage orders have returned to high growth, and the return rates of large-scale storage projects are also expected to improve as energy prices rise.

Dongwu Securities pointed out that, from a long-term perspective, against the backdrop of a global electricity shortage + the outbreak of geopolitical conflicts, and with heightened awareness of energy security, global energy storage is expected to enter a sustainable growth phase during the “15th Five-Year Plan” period.

Second, the explosion in AI computing power has triggered “power shortage” anxiety, and computing-power and grid cooperation is becoming a new growth pole. With the rapid iteration of large AI models, energy consumption in data centers has surged, and power supply gaps have already emerged in North America and elsewhere. As a key link for shaving peak demand and filling valleys, energy storage can ensure stable power supply for data centers and enable computing-power and grid cooperation. Currently, Tesla has already mass-produced related application technologies, and it is expected that in the second half of 2026, they will be rolled out at scale, opening up an entirely new incremental space for the large-scale energy storage segment.

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