The energy storage industry welcomes the golden age of development, and listed companies have entered the board one after another.
the energy storage industry has a strong momentum of development, and may usher in the golden age of development. At the second China energy storage technology and Application Exhibition held in Shenzhen a few days ago, BYD, xiongtao Co., Ltd., Kelu electronics, Nandu power supply, Mengshi technology, Xinwangda, Yiwei lithium energy, Han's laser, Shengyang Co., Ltd. and other listed companies appeared at the exhibition with new products
at a time when enterprises and capital are targeting energy storage outlets, the energy storage industry as a whole has yet to explode. Chen Zhi, deputy general manager of sungrow energy storage division, said frankly that China's energy storage market has not yet risen, and is limited to sporadic demonstration projects and small-scale applications invested by enterprises themselves. "China's start is very slow. It is predicted that China's market will enter the stage of rapid growth after 2019." Chen Zhi said
on October 11, the "guiding opinions on promoting the development of energy storage technology and industry" (hereinafter referred to as the "guiding opinions") posted by officials of the national development and Reform Commission clarified the strategic positioning of energy storage in China's energy industry for the first time. Insiders predict that the energy storage industry is expected to explode in 2017. This statement is not groundless. From the data structure of the national war vocabulary in the "13th five year plan" to an inverted document indexed by the corresponding participles, the strategic emerging industry development plan, the "13th five year plan" for renewable energy development, the "13th five year plan" for energy development, to the "13th five year plan" for energy technology innovation, energy storage is one of the key research and development fields
under the background of gradually clarifying policy support, many enterprises began to strengthen their layout, expand the energy storage market, and further explore profitable business models
listed companies have entered the market.
at the second China energy storage technology and Application Exhibition, listed companies have exhibited competitive product technologies. As a leading enterprise in the field of new energy storage in China, Kelu electronics intensively displayed its core products in the field of energy storage, including electric energy and power energy storage systems, household systems, energy storage bidirectional converters, integrated optical storage machines, mobile energy storage vehicles, energy storage power station cloud platforms and energy management systems
Yinlong new energy, which has attracted much attention due to Dong Mingzhu's shareholding, exhibited its main products such as lithium titanate battery modules and container type energy storage power stations; Easytek, which is mainly engaged in photovoltaic business, mainly displayed the company's energy storage converter, container type energy storage power station, intelligent AC distribution cabinet, energy storage and intelligent micro electric system solutions
the on-site visit found that chemical energy storage with various batteries as the energy storage medium is the mainstream of the products of various companies at present. Chen Zhi, deputy general manager of sungrow energy storage division, said that there is no doubt that lithium batteries lead the global energy storage market. As of the first quarter of this year, in the U.S. market, lithium batteries accounted for 97% of the nearly 300 MWh energy storage
at the level of listed companies, wind statistics shows that there are 17 Listed Companies in the field of energy storage equipment. According to incomplete statistics, there are 26 listed companies involved in the energy storage market, including Nandu power supply, BYD, Kelu electronics, xiongtao shares, lion technology and other enterprises have stepped up their layout in the field of energy storage
specifically, Nandu power has expanded the "investment + operation" commercialization mode of energy storage system since 2016. In January this year, Nandu energy signed a strategic cooperation agreement with Zhejiang branch of China Construction Bank for the energy storage power station fund, and the total plan of the first phase of the fund was simulated to be 5billion yuan. Subsequently, Nandu power and Zhongheng electric (Consortium) won the bid for China Mobile Data Center project energy storage and standby power project, with a total capacity of 121.7mwh
Shanshan Co., Ltd., the largest supplier of comprehensive materials for lithium-ion batteries in China, also announced earlier that it plans to invest 5billion funds in the industrialization project of Shanshan energy management services within three years. The main content is that the two-way afterburner cylinder is the key component. According to the comprehensive electricity demand of industrial and commercial users, it will formulate and implement the optimal comprehensive solutions of "energy storage and power saving", "photovoltaic power generation" or "combination of light and storage". Among them, the funds planned to be invested in the energy storage management service project will be mainly used to promote the energy storage and energy conservation services of peak shaving and Pinggu. The proposed construction scale is about 2gwh, and the corresponding investment scale is about 3.8 billion yuan
in addition, Kelu electronics, a leading enterprise in the field of new energy storage, entered the field of new energy storage as early as 2009; BYD, a leading enterprise in new energy vehicles, has been "deeply engaged" in the overseas energy storage market, and its energy storage products have continued to achieve sales performance in the United States, Japan, Australia, South Africa and other markets; Dangsheng technology took the lead in developing diversified materials for energy storage, and has been applied to Tesla's energy storage projects and other high-end energy storage markets in batches through international large customers; Xiongtao Co., Ltd. owns Jirui container type energy storage equipment, Mengshi technology's household photovoltaic energy storage system, mobile portable energy storage system and other products
Yinlong new energy has also made continuous efforts in the field of energy storage. Yao Gaoliang, President of the company's energy storage Research Institute, told the securities times that at present, Yinlong new energy has completed a number of energy storage technology standards and demonstration projects: including the joint formulation of national energy storage battery standards in cooperation with Nanfang power, the demonstration project of Shenzhen Baoqing energy storage power station, and the Zhangbei Fengguang energy storage demonstration project in cooperation with Guodian. Yinlong new energy has the foundation of industrialization in the basic definition and direction of energy storage development
how big is the market capacity
the guiding opinions put forward that the relevant work will be promoted in two stages in the next 10 years. In the first stage, the transition of energy storage from R & D demonstration to the initial stage of commercialization will be realized; The second stage is to realize the transformation from the initial stage of commercialization to large-scale development
how big is the domestic energy storage market? Liu Yong, Secretary General of the energy storage application branch of China chemical and physical power industry association, said that by the end of June this year, the installed capacity of electrochemical energy storage newly added and put into operation in China was 1.4gw, 10 times the cumulative installed capacity from 2000 to 2015. In particular, the attention of various social capital has entered the layout stage. "The official issuance of the national guidelines for the energy storage industry has added great impetus to the final 'one kilometer' break in the development of the energy storage industry." Liu Yong said
in recent years, China's energy storage projects have entered a stage of rapid development. The new installed capacity and cumulative installed capacity show an upward trend each year. Energy storage projects account for 56% of distributed generation and micro applications, more than half of the national energy storage projects, and renewable energy accounts for 35%, ranking second
energy storage is naturally linked to new energy power generation projects such as wind and scenery. Industrial Securities research pointed out that due to the intermittency and instability of new energy sources such as wind and light, the power generation power of renewable energy is difficult to be stable, and the power supply stability of its power system cannot be guaranteed. The application of energy storage system in wind power and photovoltaic power generation can change this disadvantage to a great extent. The introduction of energy storage system can provide a certain buffer for new energy access to electricity, and play a role in stabilizing fluctuations, peak shaving and valley filling, and energy scheduling
from a global perspective, since 2008, energy storage has entered a rapid growth stage, and the installed capacity has increased rapidly at a rate of about 20% per year. Since 2013, with the rapid growth of distributed photovoltaic installed capacity and the acceleration of power system reform since the second half of 2015, the electricity price mechanism in some regions has become more flexible. The user side can obtain immediate and obvious economic benefits by using energy storage, and the user side energy storage installed capacity has increased rapidly
relevant staff of gclsi told, "the introduction of the guidance is to further promote the industrialization of energy storage. However, due to the fact that the subsidies related to the energy storage industry have not been implemented, the cost of energy storage equipment remains high, and there is still a period of time for commercialization. According to the current development trend of renewable energy sources in China, it is not far from us that the cobalt price in the energy storage market will reach a historic high this year."
in terms of specific application fields, energy storage is currently the main application market in FM and industrial and commercial user side. "For projects with a business model, such as the energy storage service market in Shanxi, the cost can be recovered in 3 to 4 years. In the industrial and commercial user side energy storage market in Beijing, Shanghai, Jiangsu, Shenzhen and other places, the cost of lead-acid battery energy storage system can be recovered in about 6 to 8 years, and lithium battery energy storage takes 8 to 10 years." Liu Yong introduced that the long return period of investment is a difficult problem faced by the energy storage industry in attracting customers
lack of star products
the market exists, but how to develop it is the focus of the industry
Chen Zhi believes that the development of the energy storage industry depends on many aspects, first of all, the maturity and progressiveness of technology. The second is the birth of business model. The business model is related to the cost of the whole energy storage system. "Based on the battery system we now use (lithium battery), the cost of the whole energy storage system and the cost per kilowatt hour is 0.61 yuan."
in fact, based on the rapid development of chemical energy storage technology in recent years, the cost of chemical energy storage continues to decrease, and the economy of energy storage provides a prerequisite for the further commercial application and promotion of chemical energy storage. Chen Zhi said that with the development of battery technology, the energy storage cost fell very fast in the past few years, but with the large-scale use of batteries in electric vehicles, this year is likely to enter an inflection point, and the decline of energy storage cost will tend to be slow in the future. "Especially this year, when the global supply of cathode materials and battery raw materials is tight, battery prices have risen." Chen Zhi said
although most of the listed companies have advanced card layout, the lack of star products still puts the market into a scuffle. "At present, there are many well-known projects in the domestic energy storage industry, which operate outside the public's vision. Nanfang Baoqing power station has operated for six years, and the market rarely knows its operation data. Zhangbei energy storage base is the world's largest demonstration base for the centralized combination of various energy storage and new energy power generation, but it is a pity that it is difficult to find its supporting pictures in the world." Ye Jianfei, deputy chief engineer of Zhongtian Energy Storage Technology Co., Ltd., pointed out that at present, star products are needed to make the market believe in the technology of the energy storage industry in order to achieve gear shifting acceleration in the energy storage industry
Ye Jianfei said that the current energy storage industry needs star products to achieve gear shifting acceleration. For example, the Ford Model T car born in 1908, the smart iPhone launched by apple, and Tesla's electric car. "When everyone defines the electric car as the second car in the family, and the range is defined as less than 200 kilometers, Tesla launched an electric car with a range of 400 kilometers, and other electric cars with performance comparable to traditional fuel vehicles are star products."
Ye Jianfei believes that the emergence of star products has announced that the dispute over technical routes has come to an end, and the production process and manufacturing system have been completed. Product positioning and market demand. At present, the whole energy storage industry still lacks star projects to lead the industry to prove that the technical level of the energy storage industry meets the market demand
in addition, although photovoltaic wind power has a natural connection with the energy storage industry, the development of energy storage still cannot keep up with the soaring photovoltaic industry. Relevant statistics show that by the end of 2015, the cumulative installed capacity of photovoltaic power generation in China has reached 43.18 million KW, becoming the country with the largest installed capacity of photovoltaic power generation in the world; By the end of 2016, China's newly added and accumulated photovoltaic installed capacity had reached
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