Trend: high-capacity battery + hybrid inverter + all-in-one machine trend

From the perspective of battery trends, energy storage batteries are evolving towards higher capacities. With the increase of residents' electricity consumption, the charging capacity of each household is gradually increasing, and some products realize system expansion through modularization. Due to the penetration of new energy vehicles, the increase in the power of household appliances and the influence of home office, the power consumption of each household has increased, and the charge capacity for energy storage demand has increased.

(1) In terms of regional markets, the overall charging capacity of each household is gradually increasing. Taking the German market as an example, the average charging capacity in 2021 is 8.8kwh, the data for the same period is 8.5kwh in 2020, and 8kwh in 2019. The increase in charged electricity in the German market is mainly due to the development of new energy vehicles and the increase in household electricity consumption.

(2) Modular battery for easy capacity expansion. The charging capacity and power of a single product are limited, and the manufacturer will set the product to achieve flexible configuration through modular combination to meet the needs of different capacity scenarios.