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The energy storage industry has entered a "cooling-off period", and there are not many small gifts at the exhibition

Time: 2024-09-28 00:00:00

Author: Jialu Energy Storage (Guangdong) Co., Ltd.

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The current status of the energy storage industry is: low-price competition has intensified, orders are difficult to take, and profits are difficult, which has become an indisputable fact, and the aimless "scattering currency" strategy has been difficult to obtain customers from strange markets.

There are fewer small gifts at this exhibition, and many companies used to send power banks." -- Passing spectators ‍‍‍‍‍‍‍‍‍‍‍‍‍‍‍‍‍‍‍‍‍‍

"I've been to five or six exhibitions this year, and I'm really tired." -- front-line business personnel of an enterprise ‍‍‍‍‍‍‍‍‍‍‍‍‍‍

At the time of the first exhibition, it was said that there were about ten pavilions, and now there are only four pavilions, and many enterprises have no money. -- An exhibitor

Exhibition experience

All the way "raging" energy storage has finally calmed down, all said that the exhibition is a barometer of the industry, SNEC ES+ exhibition to close today vividly interprets this market trend

01  让参展商陷入“疲惫期”的频繁展会
从展会现场情况看,人流量大不如前,展馆面积与往届相比也小了不少。有展商反馈,此前组委会给的展位图有十多页,实际展出只有4个馆。
要知道,去年的SNEC展会可谓是人潮人海,现场能挤到没信号;于是乎组委会紧急加办一场储能+氢能展,去年是在11月初,今年则选在9月末。

2023年展会盛况


What remains of the exhibition in 2024

The author also saw many old faces who just participated in the exhibition in June this year, and even the exhibits are so similar.


In the first nine months of this year, the energy storage industry has held dozens of large and small exhibitions, the author personally experienced Hangzhou, Beijing, Nanjing, Shanghai in June, Shanghai in September, plus this time, have participated in 6 exhibitions.

The high-intensity, high-density exhibition is pulling exhibitors into the "fatigue period", and there are already small complaints in the industry


02 The energy storage industry is being "cold"

In 2022-2023, it is the golden age of the energy storage industry, when the media successively reported that "energy storage enterprises added 100,000" and "150,000", and now the number has reached "over 200,000".

With the listing process of energy storage companies has been postponed indefinitely, among the "200,000" companies, financing difficulties are endless, layoffs are common, and how many can truly maintain positive cash flow and profitability?

After the end of the exhibition last year, the author wrote a review: "Energy storage exhibition review: the noisy exhibition, the gathering of peers", pointing out that the exhibition peers are more difficult to obtain customers, and it is more difficult to obtain accurate customers, which has obtained the resonance of many netizens, and many peers do not come this year.

03 A cooling-off period for the industry is no bad thing

When everyone on the street is talking about an industry, it's not necessarily a good thing; When an industry goes from hot to cold, it's not necessarily a bad thing.

In the period of rapid development of the industry, enterprises are "first investment and then development"; In the rational development period, enterprises will reduce the investment of relevant uncertainty, which is presumably some of the phenomena that this exhibition can reflect.

Calm down, rational development, precipitation product research and development itself and the development of domestic and overseas markets, down-to-earth, steady development, is the right way.

The energy storage industry has entered a "cooling-off period", and there are not many small gifts at the exhibition
The current status of the energy storage industry is: low-price competition has intensified, orders are difficult to take, and profits are difficult, which has become an indisputable fact, and the aimless "scattering currency" strategy has been difficult to obtain customers from strange markets.
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