全球市场中的银行信誉.pdf

1、Bankability in a Global MarketJoe HennessyMarket Analyst-PV Tech RESS EU Presentation2Company&Speaker-IntroductionPV Tech,Solar Media&InformaPV Tech is a well-known brand within Solar Media.Solar Media has been part of Informa Markets since 2024,a division within Informa PLC.Informa PLC is an events

2、,digital services&academic research group,LON:INF,FTSE 100,market cap.ca.$15B*PV Tech have been covering bankability of suppliers since 2019 in the PV Space and we released the Battery StorageTech Bankability Ratings Report to do a similar thing in the ESS Space.Joe Hennessy Market Research Analyst,

3、PV Tech.Graduated from UCL with a BSc in Mathematics in 2023.Joined PV Tech in 2024 and work on bankability,specifically the PV ModuleTech Bankability Ratings Report and the Battery StorageTech Bankability Ratings Report.*As of 4 Feb.2026ESS EU Presentation3ContentsMarket Overview:Financial Analysis

4、 of Top 15 Suppliers Shipments of Top 15 Suppliers Manufacturing Trends and 2026 OutlookWhat is Bankability?PyramidImportance of Supply Chain Cell Supply Key Supply LocationsConclusionESS EU PresentationTop 15 Company Analysis:Revenue and Margins4 These graphs will show the performances of the top 1

5、5 rated companies in our Battery StorageTech Bankability Ratings Report Total Revenue has increased every year in the sample,as well as the ESS revenue share.The scale of the growth is impressive,especially with the overall revenue growth as well.Operating margin oscillating around 10%,with 2021 the

6、 high point.ESS EU PresentationTop 15 Company Analysis:Altman5 The Altman Z-score is a formula which uses five weighted financial ratios to predict the probability of a company going bankrupt in the next two years.The valuation metric represents a large proportion of the overall score every year in