Huang He New Energy’s 500 Billion Yuan Business Plan for 2025
On March 29, 2025, Huang He New Energy announced a bold business plan aiming for a total investment of 500 billion yuan. This ambitious initiative is set to significantly enhance the company’s operational capabilities and market reach.
Despite facing recent challenges, Huang He New Energy (300750.SZ) has not halted its expansion plans. On March 18, 2025, the company revealed its strategic collaboration with local authorities to accelerate the advancement of its energy projects. This partnership seeks to develop an integrated energy service system focused on smart battery replacement and infrastructure development.
The company aims to increase its annual revenue beyond 25 billion yuan through these initiatives. In the forthcoming financial report for 2024, Huang He is projected to generate approximately 362 billion yuan, reflecting a 9.7% decline compared to previous years, marking the first drop since 2015.
Over the last two fiscal years, Huang He New Energy has observed a steady decrease in revenue, attributed to fluctuating market conditions. However, forecasts indicate a recovery trend in the energy sector, particularly in the electric vehicle market, which is expected to boost revenues substantially.
According to reports from the TTIR (Total Technology Investment Report), Huang He New Energy has launched 29 major investment projects since 2018, collectively estimated to generate around 450 billion yuan. Notably, more than 21 of these projects are expected to exceed initial budget estimates of 100 billion yuan.
Strategically, the company is focused on key segments including energy storage, battery recycling, and the development of offshore wind energy projects. These areas are poised for rapid growth, supported by favorable government policies and increasing market demand.
As Huang He New Energy continues to expand, it is set to increase its production capacity significantly. By 2025, the company aims to achieve a total production capacity exceeding 700 GWh, with major developments planned in regions with high energy consumption.
Looking ahead, Huang He New Energy is committed to maintaining its leadership in the renewable energy sector, ensuring robust growth and sustainability in its operations. A significant part of its strategy involves enhancing its R&D capabilities and exploring innovative solutions to meet the evolving energy demands.
The company believes that by 2025, it will have a production capability of 1,000 GWh, positioning itself among the top producers in the electric vehicle battery market.
Overall, Huang He New Energy is on track to solidify its position as a leading player in the renewable energy sector, driven by strategic investments and a focus on innovation.
