Guangdong-listed companies seize the high ground in the future energy industry

Currently, the future energy industry has become one of the key directions for cultivating future industries in our country. Recently, China Securities Journal reporters conducted research and learned that, under the guidance of national strategic policies, more and more listed companies in Guangdong are actively seizing historical development opportunities and accelerating their layout in the future energy industry.

Anchoring Future Energy Development Opportunities

This year’s government work report proposed establishing a growth and risk-sharing mechanism for future industry investment, cultivating and developing future energy, quantum technology, bio-manufacturing, embodied intelligence, brain-machine interfaces, 6G, and other future industries. Industry insiders say that laying out the future energy industry is of great strategic significance for the country to build a new energy system, strengthen the bottom line of energy security, and seize the commanding heights of the global energy industry.

In constructing the future energy industry landscape, developing the hydrogen energy industry is one of the key pathways for the country to achieve its “dual carbon” goals and build a new energy system. On March 16, the Ministry of Industry and Information Technology, the Ministry of Finance, and the National Development and Reform Commission jointly issued a notice on “Conducting Pilot Projects for Comprehensive Hydrogen Energy Applications,” clearly stating that through a “competition-based selection” approach, urban agglomerations with good industrial foundations, rich application scenarios, strong resource guarantee capabilities, and complete industrial chains will be selected to first carry out hydrogen energy comprehensive application pilot projects.

Reporters learned from Guangzhou Development that under the guidance of the latest national policies, Guangzhou Development is focusing on its core energy business and actively building a comprehensive energy service system under the new power system. From a full-scenario perspective of the “production, storage, transportation, refueling, and usage” industrial chain, it is actively conducting research on hydrogen energy application technologies and industrial exploration. Through multi-route technology exploration, infrastructure construction, and application scenario demonstration, it is comprehensively promoting the construction of the hydrogen energy industrial chain and relying on the industrial resources of Nansha District to create a “light-storage-charging-hydrogen” multi-energy complementary smart energy integration technology demonstration project, contributing to the construction of the future energy system.

Relevant personnel from Guangzhou Development introduced that, in the upstream link of the industrial chain, the company is actively implementing multi-route hydrogen production exploration such as water electrolysis and methanol reforming. Currently, two hydrogen production projects have been completed, and plans are underway to develop methanol or natural gas reforming hydrogen production projects to further expand hydrogen sources. In addition, Guangzhou Development is steadily advancing the construction of hydrogen refueling stations, actively promoting the application of hydrogen fuel cell vehicles, and steadily promoting application scenario demonstrations, while actively advancing hydrogen blending in gas pipelines and hydrogen-blended power generation in gas power plants.

Accelerating Layout in the New Energy Storage Track

New energy storage is the core support for our country to build a new energy system. It has strategic significance for ensuring the safety of the new power system, promoting energy low-carbon transformation, and serving the “dual carbon” goals. This year’s government work report once again mentioned “developing new energy storage,” pointing out the direction for the development of the new energy storage industry.

As one of the core suppliers of energy storage batteries globally, Penghui Energy has been deeply engaged in the energy storage field since 2011, consistently adhering to an innovation-driven strategy, with high safety, high energy efficiency, and long cycle life as the underlying technical logic, creating efficient and reliable energy storage products. According to the plan, this year the company will focus on the industrialization of the new generation of large battery cells and next-generation energy storage systems, promoting continuous iteration of product technology and expanding into the global market.

Relevant personnel from Penghui Energy told reporters that new energy storage has upgraded from “supporting facilities” to a strategic cornerstone ensuring national energy security and supporting the large-scale development of renewable energy. The company focuses on next-generation energy storage battery technologies, solid-state batteries, sodium-ion batteries, and other cutting-edge fields, relying on solid production capacity planning and intelligent manufacturing capabilities to provide high safety and high energy efficiency smart energy solutions for diverse scenarios, actively contributing to national energy construction during the “14th Five-Year Plan” period and supporting the construction of a clean, low-carbon, safe, and efficient modern energy system.

In the field of cutting-edge battery technology research and development, in recent years, Penghui Energy has steadily advanced the research and development of next-generation technologies such as solid-state batteries and sodium-ion batteries. Currently, the company’s solid-state battery pilot line has been built and is operating stably. The next step will be to continue optimizing processes and promoting technological iteration and upgrades. In the sodium-ion battery field, Penghui Energy adopts a dual technical route of polyanion and layered oxides, providing a diverse technological reserve that balances economy and safety for energy storage scenarios.

Adhering to an Innovation-Driven Strategy

In the process of developing future energy, technological innovation is the core driving force and key breakthrough point. Recently, Zhiguang Electric officially released its development strategy for the “14th Five-Year Plan” period, clarifying the next development goals, core paths, and key deployments. According to the plan, Zhiguang Electric will anchor national strategic goals, adhere to an innovation-driven development strategy, accelerate technological innovation and achievement transformation, and contribute to the construction of the new power system and the realization of “dual carbon” goals in our country.

Li Yongxi, chairman of Zhiguang Electric, stated that during the “14th Five-Year Plan” period, Zhiguang Electric will uphold the core of innovation, using the integration of power electronics technology, comprehensive energy technology, and digital technology as the foundation to assist in the green and low-carbon transformation and upgrading of the national energy system. According to the plan, the company will closely align with opportunities for large-scale development of renewable energy, relying on more than 20 years of technological accumulation in the field of high-power power electronics technology, continuously increasing R&D investment, and promoting diversification and iteration of power electronics technology products.

In terms of energy storage business, Zhiguang Electric will further enhance the scale support role of its energy storage business. The company will take the energy storage business as an important grasp of its international strategy, fully utilizing the opportunities of rapid development in overseas energy storage business, actively expanding into overseas markets, creating a new growth curve for the company, and promoting green technological achievements globally.

In the comprehensive energy business, Zhiguang Electric will deepen the sustainable development model of “product + service + investment,” clarify the development and service paths for comprehensive energy application scenarios, achieve collaborative efforts across various business segments, and promote the company’s continuous high-quality development.