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 the cultivation of future industries in our country. Recently, China Securities Journal reporters learned through research visits 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 Opportunities for Future Energy Development

This year’s government work report proposed the establishment of a growth and risk-sharing mechanism for future industry investment, cultivating and developing future energy, quantum technology, biomanufacturing, embodied intelligence, brain-computer interfaces, 6G, and other future industries. Industry insiders stated that laying out the future energy industry is of major strategic significance for the country to build a new energy system, strengthen the energy security bottom line, and seize a dominant position in 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 establish 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 carrying out pilot projects for the comprehensive application of hydrogen energy, clearly selecting urban agglomerations with strong industrial foundations, rich application scenarios, strong resource guarantee capabilities, and complete industrial chains to take the lead in conducting hydrogen energy comprehensive application pilot projects through a “challenge and lead” approach.

According to Guangzhou Development, under the guidance of the latest national policies, Guangzhou Development focuses on its core energy business and actively builds a comprehensive energy service system under the new power system. With a full-scenario perspective on the “production, storage, transportation, refueling, and utilization” industrial chain, it actively conducts research on hydrogen energy application technology and explores the industry. Through multi-route technical exploration, infrastructure construction, and application scenario demonstrations, it comprehensively promotes the construction of the hydrogen energy industrial chain and relies on the industrial resources of Nansha District to create a “light-storage-charging-hydrogen” multi-energy complementary smart energy integration technology demonstration project to support the construction of the future energy system.

Relevant personnel from Guangzhou Development introduced that in the upstream link of the industrial chain, the company actively implements multi-route hydrogen production and storage explorations 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 promoting the construction of hydrogen refueling stations, actively promoting the application of hydrogen fuel cell vehicles, and steadily advancing application scenario demonstrations, as well as promoting hydrogen blending in gas pipelines and hydrogen-blended power generation in gas power plants.

Accelerating the Layout of the New Energy Storage Track

New energy storage is a core support for our country’s construction of a new energy system and has strategic significance for ensuring the safety of the new power system, promoting a low-carbon energy transition, 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 continuously focusing on the energy storage field since 2011, adhering to an innovation-driven strategy with high safety, high efficiency, and long cycle life as its underlying technical logic, creating efficient and reliable energy storage products. According to the plan, this year the company will focus on the industrialization of new-generation large battery cells and next-generation energy storage systems, promoting continuous iterations of product technology and expanding into global markets.

A relevant person from Penghui Energy told reporters that new energy storage has upgraded from “supporting facilities” to a strategic cornerstone for ensuring national energy security and supporting 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 capacity planning and intelligent manufacturing capabilities to provide high safety and high efficiency smart energy solutions for diverse scenarios, actively contributing to national energy construction during the “14th Five-Year Plan” period, and contributing to the establishment 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 promoted 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 production line has been established and is operating stably, and the next step will be to continue optimizing processes and promoting technological iteration and upgrading. In the field of sodium-ion batteries, Penghui Energy adopts both polycation and layered oxide dual technical routes, providing diversified technical reserves that balance economic viability 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 a new power system and the realization of “dual carbon” goals in our country.

Zhiguang Electric Chairman Li Yongxi stated that during the “14th Five-Year Plan” period, Zhiguang Electric will adhere to the core of innovation, using power electronics technology, integrated energy technology, and digital technology fusion innovation as the foundation to assist the country’s energy green low-carbon transition and upgrade. According to the plan, the company will closely follow national opportunities for large-scale development of new energy, relying on more than 20 years of technical accumulation advantages in high-power power electronics technology, continuously increasing research and development investment, and promoting diversification and iterative upgrading of power electronics technology products.

In the energy storage business, Zhiguang Electric will further strengthen the scale support role of energy storage, positioning energy storage as an important leverage for internationalization strategy, fully utilizing the rapid development opportunities of overseas energy storage business, actively expanding overseas markets, creating a new growth curve for the company, and promoting green technology achievements globally.

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