Shenzhen Hello Tech Energy Co.,Ltd. (301327.SZ) saw its shares rise more than 10% during morning trading. As of the time of writing, the stock was up 7.2%, trading at 72.5 yuan, with a turnover of 535 million yuan. According to projections from LP Information, the global market size for plug-in balcony energy storage systems is expected to reach $14.97 billion by 2031, with a compound annual growth rate of approximately 21.1% from 2025 to 2031. Driven by tightening energy supply and demand and ongoing policy support, the global balcony solar storage industry is entering a phase of rapid growth. Notably, Shenzhen Hello Tech Energy has officially launched its new-generation balcony solar storage product—the Jackery Solar Vault 3 series—which began sales in Europe on March 25. As the company continues to enhance its full-scenario household green energy product portfolio, it is actively responding to the growing demand for green energy expansion among European households. China Merchants Securities pointed out that recent conflicts between the U.S. and Iran have led to a sharp increase in European natural gas prices, strengthening market expectations for rising electricity prices. This is expected to significantly boost demand for cost-effective residential energy storage, particularly balcony solar storage products. In 2025, Shenzhen Hello Tech Energy introduced a highly competitive second-generation balcony solar storage product for the European market, emphasizing DIY installation and high cost-efficiency. Supported by policy incentives in countries such as Germany, market demand remains robust. The securities firm believes that recent geopolitical tensions are accelerating demand for energy storage. In the medium term, the company is expanding from its single focus on portable energy storage to two new categories—"mobile home storage and balcony solar storage"—building a second growth curve. Additionally, the company's path to profit recovery is clear, leading to a "strongly recommend" investment rating.
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