Energy storage has existed since ancient times, but in different eras, different contradictions have given different contents of energy storage based on human dependence on different energy sources. In modern times, it mainly includes heat storage , hydrogen storage and electricity storage. Since electrical energy is the most convenient form of energy for production, transportation, distribution and utilization, it has gained the most extensive application in modern production and life. In the field of energy storage, electricity storage has become the core content.
In order to further promote the high-quality development of my country's energy storage industry, on November 25, 2020, National Energy Administration officially released the first batch of scientific and technological innovation (energy storage) pilot demonstration projects, and the renewable energy power generation side and user side 8 projects have been demonstrated in four major application areas, including power grid-side, and cooperation with conventional thermal power participation in auxiliary services.
Since 2021, many policies on energy storage safety have been released, strengthening regulations on energy storage construction, equipment management, etc., and guiding the healthy and sustainable development of the new energy storage industry.
Director of the Energy Storage Committee of China Energy Research Association Chen Haisheng said that energy storage technology itself needs further development, mainly to expand the scale system and increase the life span, and to reduce this cost to form a reflection The stable price mechanism of energy storage value is , which is conducive to the healthy and stable sustainable development of energy storage.
Since 2022, the policy level has given great attention to the energy storage industry, and favorable policies have been introduced intensively.
On January 29, 2022, the National Development and Reform Commission and the Energy Bureau jointly issued the "Implementation Plan for the Development of New Energy Storage in the 14th Five-Year Plan", setting the development goals of new energy storage; proposed to enter scale from the initial stage of commercialization by 2025 Development, meet the conditions for large-scale commercial application; electrochemical energy storage technology has been further improved, and the system cost has been reduced by more than 30%; by 2030, new energy storage will be fully market-oriented.
On June 7, 2022, the National Development and Reform Commission and the Energy Bureau jointly issued the "Notice of on Further Promoting the Participation of New Energy Storage in the Power Market and Scheduling Application ", which pointed out that it is necessary to establish and improve a market mechanism that adapts to energy storage participation and encourage new energy storage autonomy Choose to participate in the power market, insist on forming prices in a market-oriented manner, continuously improve the scheduling and operation mechanism, give full play to the advantages of energy storage technology, improve the overall utilization level of energy storage, ensure reasonable energy storage returns, and promote the healthy development of the industry. This will have a significant impact on the development of new energy storage in my country during the 14th Five-Year Plan period.
According to the "2022 Energy Storage Industry Application Research Report" released by the China Chemical and Physical Power Supply Association, the installed power of the global energy storage market in 2021 is about 205.3GW, of which, the installed power of the Chinese energy storage market is 43.44GW, ranking first in the world one.
In terms of the industrial chain, the upstream raw materials of energy storage batteries mainly include positive electrode materials, negative electrode materials, electrolyte , diaphragm and structural parts, etc.; the upstream integrated system equipment mainly includes coater , mixer, etc. There are 8 main types of energy storage batteries, namely lead-acid battery , lithium-ion battery , supercapacitance , fuel cell , nickel-hydrogen battery, sodium-sulfur battery , flow battery, and lithium-sulfur battery. The energy storage systems and integrations in the middle of energy storage batteries include battery packs, battery management systems, energy management systems, energy storage converters, and other software and hardware systems. The downstream application areas mainly include the power generation end, the power grid end, and the power consumption end. In addition, the downstream aftermarket is battery recycling.
In the next few years, the energy storage industry will usher in an explosive growth period, with the industry growing rapidly, the industry's profitability strengthened and the profit model fixed. More and more capital and other industries will enter the energy storage industry, plus the country The support from relevant departments has become a key point in the development of the national economy in the next few years, and the supply capacity is getting stronger and stronger. However, due to the objective demand nature of the environment, the scale of market demand has also increased. It is expected that by 2025 , the international energy storage industry is still unable to fully meet the people's living and development needs.
Today, the editor will take stock of seven energy storage leading companies in China,
CATL
The main business of the company is to focus on the research, development, production and sales of power battery systems and energy storage systems of new energy vehicles, and is committed to the world New energy applications provide first-class solutions. The main products include power battery systems, energy storage systems, and lithium battery materials. The company is a world-leading power battery system provider, focusing on the research, development, production and sales of power battery systems and energy storage systems of new energy vehicles, and is committed to providing first-class solutions for global new energy applications.
Guoxuan Hi-Tech
The company's main business is two major business segments: power lithium batteries and power transmission and distribution equipment. The main products are power lithium battery products, power transmission and distribution products, etc. The company is one of the earliest enterprises in China to engage in the independent research, development, production and sales of new energy vehicle power lithium-ion batteries. It has independent core intellectual property rights. The power lithium-ion batteries produced by the company's wholly-owned subsidiary Hefei Guoxuan rank among the top in China for many years. One of the leading lithium battery companies; it has long been in the field of energy storage application, and has continued to explore the domestic and foreign energy storage market in recent years, and has participated in (43%). Shanghai Electric Guoxuan New Energy Technology Co., Ltd.'s main business is based on lithium titanate materials. The energy storage battery of the negative electrode and its materials, battery management system, system integration, and comprehensive power management system.
BYD
Company is mainly engaged in automobile business, mobile phone parts and assembly business, secondary rechargeable batteries and photovoltaic business, and actively expands the urban rail transit business field. The company's main products are secondary rechargeable batteries and photovoltaics, mobile phone parts and assembly, etc., automobiles and related products. BYD is an industry leader in the global new energy vehicle field. In the field of power batteries, the group has developed highly secure lithium iron phosphate battery and high energy density ternary batteries, which are used in the fields of electric commercial vehicles and electric passenger vehicles, and has solved the safety and circulation of electric vehicle battery . Global challenges in life and range. At present, the group has established global leading technological and cost advantages in the field of power batteries, and has established leading scale advantages through the rapid expansion of power battery production capacity. The " blade battery " developed by the company is a new generation of lithium iron phosphate battery. Through group efficiency improvement and internal design improvement, its volume-specific energy density is significantly improved compared with traditional iron battery . Currently, the energy storage market in the United States has accounted for 51%, making it the largest battery energy storage supplier in the North American market.
Shanghai Electric
The main business of the company is to engage in the design, manufacture and sales of a variety of power equipment, mechatronics equipment, transportation equipment and environmental protection systems and other products and related services. Its main products include boilers, turbine , turbine generator , fan, and elevator. In the field of nuclear power equipment, the company continues to be in the leading position in the domestic comprehensive market share. In the field of energy storage, the company has deployed four fields: lithium batteries, flow batteries, fuel cells and retired battery systems in stages and fields, and improved the three-electric system. It is at the forefront of the industry in the field of retired battery energy storage, and has built more than 10 demonstration projects.
Sun Power Supply
Company is a high-tech enterprise focusing on the research, development, production, sales and services of new energy power equipment such as solar energy, wind energy, energy storage, and Electric vehicle . The main products are photovoltaic inverter , wind power converter, energy storage system, new energy vehicle drive system, surface photovoltaic equipment, and smart energy operation and maintenance services. The company's energy storage business relies on the world's leading new energy power conversion technology and first-class lithium battery technology, focusing on the research and development, production, sales and services of lithium battery energy storage systems, and can provide energy storage converters, lithium batteries, energy management systems, etc. The core energy storage equipment realizes auxiliary new energy grid connection, power frequency and peak regulation, demand-side response, microgrid, household energy storage system solutions, and is a world's first-class energy storage equipment and system solutions supplier.
Penghui Energy
Company is one of the largest battery manufacturers in China, mainly producing polymer lithium ion , lithium ion, nickel-hydrogen and other secondary rechargeable batteries, lithium iron, lithium manganese, lithium thionyl chloride It also produces battery related products such as chargers, flashlights, etc., and is a battery manufacturer with a complete range of products in China. Foshan Shida, a holding subsidiary of the company, has become the leading enterprise in the automotive emergency startup battery industry with its high-speed lithium-ion batteries with excellent performance and quality. The energy storage business is mainly concentrated in mobile base stations, solar lighting fixtures, household energy storage products, photovoltaic energy storage projects, etc.; the subsidiary Guangzhou Penghui is engaged in PACK assembly of energy storage batteries.
1115 Lithium Energy
The company's main business is the research and development, production and sales of consumer batteries (including lithium primary batteries, small lithium-ion batteries) and power batteries (including new energy vehicle batteries and their battery systems and energy storage batteries). Its main products are lithium primary batteries and lithium-ion batteries. The company is a lithium battery manufacturer that masters the core technologies of lithium batteries. It has first-class manufacturing technology in the industry and is in a leading position in the global market. The company's main business is the research and development, production and sales of consumer batteries (including lithium primary batteries, small lithium-ion batteries, ternary cylindrical batteries) and power batteries (including new energy vehicle batteries and their battery systems and energy storage batteries).
