Energy Storage Industry Funds See Intensive Launches as Listed Companies Join Hands with State Capital to Accelerate Entry

Industry
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Summary · why it matters

Since the beginning of this year, multiple listed companies have joined hands with financial institutions and local state capital to intensively set up energy storage industry funds. Sungrow Power Supply's holding subsidiary Sungrow Renewables, together with Huatai Baoli and Huatai Asset Management, jointly established the Suzhou Huaxu Fund with a total committed capital of 1 billion yuan, of which Sungrow Renewables committed 199 million yuan. The fund will invest in wind power, centralized photovoltaic, and energy storage projects, requiring a single investment installed capacity of over 200 megawatts and an overall capital internal rate of return of no less than 8 percent. Senior Energy Materials participated in setting up the Shenzhen Yuanzhi Xingyuan Venture Capital Fund, planned at 500 million yuan, with Senior Energy Materials committing 151 million yuan, mainly investing in key projects such as headquarters research and development and production manufacturing across the entire new energy storage industry chain. Kaibo Capital, together with CALB, Shengtun Group, Nuode New Materials, Hymson Laser, and Guoxia Technology, initiated the Kaibo Co-creation Fund with a total scale of 5 billion yuan and an initial registered scale of 1.6 billion yuan, covering the entire industry chain of resources, materials, equipment, battery cells, and application scenarios. State capital is also accelerating its entry. Tagen Group, together with Shenzhen Capital Group and Sunwoda, jointly launched the Yuanzhi Jianxin Energy Storage Asset Private Equity Fund with a total scale of 500 million yuan, focusing on electrochemical energy storage stations and integrated solar-storage-charging stations. Corun participated in setting up an energy storage fund with a target scale of 2 billion yuan, with partners including enterprises with state capital backgrounds from the Tianjin Binhai New Area. Mo Ke, founder of Zhenli Research, stated that this model, by combining the industrial resources of listed companies with the power of capital, provides projects with clearer industrial synergy and exit pathways, and has become a common industrial investment approach in the new energy sector.

Impact on stocks 10

Electrification & Mobility▲ · 1 stocks
CALB Co. Ltd.
3931
▲ PositiveCapitalrelevance

CALB is a co-initiator of the Kaibo Co-creation Fund, a 5 billion yuan industry fund covering the entire energy storage chain, signaling financial backing and strategic investment.

Others▲ · 9 stocks
Sungrow Power Supply Co Ltd
300274
▲ PositiveCapitalrelevance

Sungrow's subsidiary committed 199M yuan to a 1B yuan fund for wind, solar, and storage projects, boosting its investment capacity.

Shenzhen Tagen Group Co Ltd
000090
▲ PositiveCapitalrelevance

Tagen Group co-launched a 500M yuan energy storage fund with state capital, expanding its investment in energy storage assets.

Nuode Investment Co Ltd
600110
▲ PositiveCapitalrelevance

Nuode New Materials is a co-initiator of the Kaibo Co-creation Fund, a 5 billion yuan industry fund covering the entire energy storage chain, signaling financial backing and strategic investment.

Chengtun Mining Group Co Ltd
600711
▲ PositiveCapitalrelevance

Chengtun Mining Group (Shengtun Group) is a co-initiator of the Kaibo Co-creation Fund, a 5 billion yuan industry fund covering the entire energy storage chain, signaling financial backing and strategic investment.

Sunwoda Electronic
300207
▲ PositiveCapitalrelevance

Sunwoda participated in the Yuanzhi Jianxin Energy Storage Asset Private Equity Fund, indicating strategic expansion into energy storage.

Hunan Corun New Energy Co Ltd
600478
▲ PositiveCapitalrelevance

Corun participated in setting up an energy storage fund with a target scale of 2 billion yuan, indicating capital commitment to the sector.

Theme Impact 1

Off-coverage companies 2

华泰宝利投资管理有限公司Private± Mixed
relevance

深圳资本集团Private± Mixed
relevance

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