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The third type of player: cross-border photovoltaic companies

Under favorable policies and optimistic market expectations, the enthusiasm for investment and production expansion of photovoltaic companies has increased, and photovoltaic+energy storage has gradually become a prerequisite for priority entry into the market.

It is reported that there are currently three types of photovoltaic companies that are more active in energy storage applications. One is for power station developers or owners to understand the configuration of photovoltaic power stations, whether they comply with the functions of intelligent microgrids, and whether they comply with industrial policy support. The second type is component companies. Currently, several major brands are large component companies, which have the ability to vertically integrate resources and combine photovoltaic and energy storage more conveniently. The third category is companies that produce inverters, which have a deep understanding of energy storage technology and are more convenient to transition from inverter products to energy storage products.

Photovoltaic is an important scenario for supporting energy storage on the new energy generation side, so the market channel for photovoltaic also naturally becomes the market channel for energy storage. Whether it is distributed photovoltaic, centralized photovoltaic, photovoltaic module companies, or photovoltaic inverter companies, their market and channel advantages in the photovoltaic industry can be transformed into market development for energy storage business.

Whether in terms of grid development requirements or energy supply requirements, the large-scale implementation of photovoltaic+energy storage is inevitable, and policy follow-up and promotion will inevitably lead to the rapid development of the photovoltaic+energy storage industry.

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