【市場9倍に拡大！】AI時代の電力問題──データセンター急増で蓄電池に注目！／系統用蓄電池で狙うならどこ？注目銘柄まとめ｜注目銘柄：レノバ、powerX、パナソニック【和島英樹氏｜日本株の銘柄選び】

✅ The stock prices, indices, and other figures displayed on the screen are as of May 13, 2026. 👀 Check professional investment information 24 hours a day! ▼ Nikkei CNBC online (¥1,650/month, tax included) https://online.nikkei-cnbc.co.jp/ ────────────────── 🎥 Four videos on weekdays! Listen to expert commentary exclusively for members! ▼ Nikkei CNBC One Coin (¥490/month, tax included)    / @nikkeicnbc   ────────────────── 🔔 Please subscribe and like! ▼Nikkei CNBC YouTube    / @nikkeicnbc   ────────────────── 📺 "au Hikari TV Service" Up to 2 months free campaign underway! https://auhikari.tv/?utm_source=CNBC&... Hideki Wajima's Stock Selection Tips "The Grid-Based Battery Business Expected to Expand" Explanation: Hideki Wajima (Economic Journalist) Moderator: Manami Sasaki (Nikkei CNBC Caster) Table of Contents 0:17 What is a grid-based battery? Expanding due to renewable energy and data center demand The market for grid-mounted batteries is expanding due to the spread of renewable energy and the increase in electricity demand from data centers. 0:40 Trends in the ratio of renewable energy and future outlook Plans for the electricity mix in FY2024 and aiming for a renewable energy ratio of 40-50% by FY2040. 3:13 Market size and growth forecast for the battery business The market size is expected to expand 9.4 times (424 billion yen) by FY2030. 4:45 Mechanism of the electricity market and the profit environment for batteries Three market structures: wholesale electricity market, supply and demand adjustment market, and capacity market. Future price trends will impact the battery business. 5:45 Increased demand for batteries for data centers The role of batteries is expanding to cope with fluctuations in electricity demand from data centers. 7:10 Featured company ① Renova Major renewable energy power generator - Operation of the Himeji battery storage plant has begun. 8:15 Featured company ② powerX Specializing in energy storage systems. Order backlog surges, boosting performance against the backdrop of a boom in the construction of extra-high voltage energy storage plants. 9:43 Featured Company ③ Panasonic Focusing on energy storage systems for data centers 11:00 Featured Company ④ West Holdings Shifting from solar power generation to energy storage business ⇨ Partnership with Toshiba and Mitsubishi Electric 11:48 Featured Company ⑤ GS Yuasa A leading domestic battery manufacturer, with a track record of large-scale projects and product development with unique safety structures 12:43 Summary and Future Outlook 📢 Check out Nikkei CNBC's recommended videos here!! ●Learning from Shigeru Fujimoto: "Investment Techniques That Go Behind the Scenes"    • 【89歳現役トレーダー・藤本茂さんに学ぶ「人の裏を行く投資術」】投資歴70年・資産2...   ●Stock Selection Tips 🫛 "What is the Optoelectronic Fusion CPO that Will Lead the Next Generation?"    • 注目の技術「光電融合」関連銘柄／光技術はAI社会支える基幹インフラ／エヌビディアも光...   【Stock Market Outlook】 ・Ryoji Musha (Representative, Musha Research)    • 【AIでアメリカと中国の力関係が変わる｜武者陵司氏】日韓台は中国とアメリカに対して貿...   ・Yasuji Yajima (Nissei Basic Research Institute)    • 【高市政権の成長戦略と金利上昇の綱引き｜ニッセイ基礎研究所 矢嶋康次氏】衆院選で政策...   ・Shingo Ide (Nissei Basic Research Institute)    • 【イラン情勢が描く「3つの株価シナリオ」│井出 真吾氏】①短期収束②長期化③中東全面...   ・Eiji Kinouchi (Daiwa Securities)    • 【日経平均6万円でも実感ない上昇──続くK字相場とAI主導の構造│大和証券 木野内栄...   ▼Foreign Exchange/Dollar-Yen Exchange Rate Commentary▼ ・Ogawa Masaki (Sony Financial Group)    • 【選挙後、なぜ円高？市場が見た「通貨の信認」｜ソニーフィナンシャルグループ 尾河 眞...   Yoshio Iguchi (Traders Securities)    • 【中東リスク後も円安が続く理由──介入は効くのか？｜トレイダーズ証券 井口 喜雄氏】...   ▼Financial and Economic Commentary▼ Toshihiro Nagahama (Daiichi Life Asset Management Economic Research Institute)    • 責任ある積極財政の財源をどうする【サナエノミクス徹底解説│第一ライフ資産運用経済研究...   ▼US Economy▼ Ryo Ono (Mizuho Research Institute)    • 【米国経済が抱える4つの課題│小野 亮氏】雇用状況は縮小均衡化？／SaaSの死から米...   #Hideki Wajima #Japanese Stocks #Optical Fusion #Renova #PowerX #Panasonic #West Holdings #Toshiba #Mitsubishi Electric #GS Yuasa #Grid-Use Batteries #Renewable Energy #Data Center #Power Supply and Demand #Power Market #Power Supply and Demand Adjustment Market #Capacity Market #Biomass #Solar Power #Wind Power #Nuclear Power #Thermal Power #Power Grid #Large-Scale Batteries #Power Business #EnergyStorage #PowerThemeStocks #NikkeiAverage #TOPIX #Growth250 #JapaneseStocks #USStocks #DowAverage #Nasdaq #StockPrices #StockMarket #TokyoStockExchange #NYMarket #BreakingNews #Investment #StockInvestment #AssetManagement #Latest #Market #News #NikkeiCNBC #Why #NIkkei225 #JPY #Japan #Japanese #yen #Index #Stock #Market #Latest #NikkeiStockAverage #closingsession #TOPIX