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The rapidly developing energy storage market welcomes another fierce general, and the sale is 69.2 billion yuan.
According to news released from Yinchuan, Yinchuan held a project signing ceremony with Ningxia Baofeng Group Co., Ltd. (referred to as "Baofeng Group") on December 24, and the energy storage battery industry chain project with a total investment of 69.2 billion yuan was settled in Yinchuan, becoming the largest industrial project in the history of Yinchuan.
According to reports, Baofeng Group energy storage battery industry chain project is a set of "photovoltaic power station, cathode materials, anode materials, electrolyte production, battery manufacturing, integrated integrated system" in one of the green energy storage industry chain project. The project will build an annual 200GWh battery and energy storage container system in Suyin Industrial Park, build an intelligent energy storage battery manufacturing plant according to the industrial version 4.0 high standard, and create the largest energy storage battery production base in the country.
At the same time, the project will also build lithium iron phosphate cathode materials, graphite anode materials and electrolyte projects in Ningdong Energy and Chemical Industry Base, and Synchronize will build 6GW photovoltaic power stations in Lingwu City and other places.
According to the data, Baofeng Group was founded in October 2010. it is a large group enterprise integrating energy and chemical industry, new energy, agriculture, medical care and pension, Chinese wolfberry health and public charity, with total assets of more than 60 billion yuan and 20, 000 employees. It is a leading private enterprise in Ningxia and one of the top 500 private enterprises in China. Dang Yanbao, the actual controller of the group, is the richest man in Ningxia and ranked 50th on the Hurun rich list with 70 billion yuan in 2020.
It is worth mentioning that Baofeng Energy, a subsidiary of Baofeng Group, is a domestic leader in the high-quality coal-based new materials industry, which is listed on the Shanghai Stock Exchange in 2019. In the first three quarters of this year, the company achieved revenue of 16.196 billion yuan, an increase of 43.34% over the same period last year, and a net profit of 5.318 billion yuan, an increase of 68.74% over the same period last year.
As of December 27th, Baofeng Energy's latest market capitalization reached 134.3 billion yuan. In April this year, it formally put into production "National Comprehensive demonstration Project of hydrogen production by Solar Energy electrolysis" in Ningdong Energy and Chemical Industry Base of Ningxia. The project is known to be the largest single plant in the world and the largest hydrogen production project from electrolytic water.
The policy "double" is good.
People in the industry have a view that: "Energy storage is the main branch that supports the two trillions of tracks-clean energy such as heat, electricity and hydrogen, right traction batteries and new energy vehicles."
So far, 137 countries around the world have committed to the "carbon neutral" goal, which will be an unprecedented large-scale global cooperation initiative and will also create a wide range of investment opportunities in renewable energy and green infrastructure.
As we all know, in order to achieve the ultimate goal of carbon neutralization, the main way is to develop renewable energy such as photovoltaic and wind power to replace fossil energy. Photovoltaic and wind power are typical intermittent energy, which must rely on energy storage, store electricity when photovoltaic and wind energy is sufficient, and release stored electricity when needed.
It can be seen that the strategic significance of energy storage industry to global development is self-evident.
In the domestic market, after more than ten years of development, the energy storage industry is in the early stage of commercialization and large-scale application. However, since the beginning of this year, the policy level has twice made clear the development direction and objectives of the energy storage industry.
On July 23, the National Development and Reform Commission and the National Energy Administration formally issued the guidance on accelerating the Development of New Energy Storage, which put forward such issues as defining the dominant position of the new energy storage independent market and perfecting the new energy storage price mechanism. At the same time, the target of installed scale is put forward for the first time at the national level: it is estimated that by 2025, the new type of energy storage will change from the initial stage of commercialization to large-scale development, with an installed scale of more than 30 million kilowatts, close to 10 times of the current new energy storage scale.
On October 24, the CPC Central Committee and the State Council formally issued the "opinions on the complete, accurate and comprehensive implementation of the new development concept to do a good job in carbon neutralization", which pointed out that it is necessary to accelerate the large-scale application of energy storage.
With the proposal of the "double carbon" policy and the new goal of building new energy, as the key to regulating the volatility and indirectness of new energy and realizing the stability of grid connection, the energy storage market is bound to usher in a new round of accelerated development.
Wind energy storage, sprint for position
Chen Haisheng, chairman of the energy storage professional committee of the China Energy Research Association, said in a CCTV financial interview that "the development cost of energy storage is now with the progress of technology and the rapid development of the industrial scale." it is declining at a rate of 10 to 15 per cent every year, and the market size should be more than 500 billion, or even trillions, per year around 2030. "
At a time when the trillion market wind is rising, all kinds of people have already been "eyeing covetously" to prepare for the position.
Tesla: in addition to electric vehicles, renewable energy is also one of Tesla's important business territory. The latter includes solar energy and energy storage. At present, there are mainly three products: Powerwall (household energy storage battery), Powerpack (commercial energy products) and Megapack (commercial energy products).
Among them, Megapack has a maximum storage capacity of 3MWH per unit, which is regarded as one of the largest energy storage systems on the market. Since its launch, it has won a number of large projects, including Pacific Natural Gas and Power Company, French renewable energy company Neoen, Nippon Power Company and other enterprises.
In his third-quarter results released in October, Tesla mentioned the recent announcement of a new Megapack energy storage plant with a capacity of 40GWhh, far more than 10 times the existing capacity.
Huawei: the energy business is one of Huawei's important layouts. According to the data, Huawei, as an innovation leader in modular UPS, ranked first in market share in the world in 2020. On October 16 this year, Huawei Digital Energy and Shandong Electric Power Construction Co., Ltd. successfully signed a contract for the energy storage project of Red Sea New Town in Saudi Arabia. The energy storage scale of the project is 1300MWh. it is not only the largest energy storage project in the world, but also the largest off-grid energy storage project in the world.
Ningde era: in the aspects of energy storage converter and system integration, source grid side energy storage, energy storage EPC, commercial energy storage, energy storage battery technology, etc., Ningde era has opened up the whole industry chain through joint ventures and equity participation.
According to the semi-annual report, in the first half of 2021, it shipped a number of 100 MW projects, and the operating income of the energy storage system was 4.693 billion yuan, ranking behind the power battery system (30.451 billion yuan in revenue) and lithium battery materials (4.986 billion yuan in revenue). However, the energy storage system in the Ningde era had the highest gross profit margin and the strongest revenue growth.
This year, two leading photovoltaic companies have also been signed to expand the energy storage business to energy storage system integration, optical storage integration, energy storage battery technology, etc., to start the running mode, speed up the opening of the energy storage industry chain, and seize the high position of the energy storage market.
It is worth noting that a check shows that on December 20, Guangzhou Huining Times New Energy Development Co., Ltd. changed its industry and commerce. Ningde Times, a new shareholder, held 51% of its shares as a major shareholder. It is understood that the company was founded in August 2021, introduced into Ningde era through strategic financing, and became the only authorized unit and holding enterprise for the investment, development and construction of large-scale electrochemical energy storage power station projects in Guangdong Province in Ningde era.
BYD: BYD unveiled its new Electroweb energy storage product BYD Cube at the 14th SNEC Exhibition in 2020. It is understood that, BYD Cube covers an area of only 16.66m2 and has an energy storage capacity of 2.8MWh. compared with the 40-foot standard integrated energy storage system in the industry, the energy density per unit area of the product has increased by more than 90%, and it is the first to support 1300V DC voltage and match different brands of high-voltage converters.
BYD's energy storage business is mainly concentrated in overseas markets. In Germany, for example, BYD's market share is as high as 19%, second only to German battery maker Sonnen's 20%. Not only that, it is understood that BYD's blade batteries will be used in energy storage products in the future.
Yiwei LiNeng: it has previously said that the energy storage business has partnered with Huawei and the tower. Since the beginning of this year, it has also accelerated the layout of the energy storage market, and has repeatedly invested in a large number of new self-funded energy storage and power battery projects, such as the 30GWh energy storage and power battery project in Jingmen High-tech Zone, and the annual 10GWh energy storage battery project built in cooperation with Lin Yang Energy.
Guoxuan Hi-Tech: the layout of the company's energy storage business was earlier. In September 2016, the company formally established the energy storage department to enter the field of energy storage. In recent years, the company's energy storage business has developed rapidly. There are energy storage projects and related business cooperation with Huawei, Iron Tower, China Power Investment, Electronic 11th Institute, Shanghai Electric, National Electroweb, Jiyuan Software, Xuji Group, Jingke Energy and other companies and units.
Zhongchuang Sina Airlines: in the energy storage market, Zhongchuangxin Airlines has focused on the new energy generation side, Electroweb side, user side and other energy storage markets, and has established long-term strategic cooperation with leading enterprises in wind power, photovoltaic, national Electroweb and other industries, and achieved remarkable results.
At present, the special energy storage cell and standardized energy storage container system developed by the company have successfully matched the grid operation of Jiangsu Kunshan energy storage power station.
Xinwanda: relying on mature lithium technology, we provide customers with "one-stop" energy storage system solutions. up to now, the company has participated in nearly 100 energy storage projects around the world, and has won the award of "Top Ten Energy Storage Integrators in China".
It is worth mentioning that Xinwanda is one of Huawei's suppliers, supplying batteries and battery packs to Huawei.
In addition, including Bic, Lishen, Ruipu Energy, Penghui Energy, Xiongtao shares and other battery companies are in a large-scale layout of the field of energy storage.
Summary
With the rise of energy storage market, the technical route of energy storage battery will also set off an upsurge.
The aforementioned "guidance on accelerating the Development of New Energy Storage" proposes to adhere to the diversification of energy storage technology and realize the long-term energy storage technology of liquid flow batteries such as vanadium battery to enter the initial stage of commercial development.
At present, including sodium-sulfur energy storage monomer battery, hydrogen energy storage and other technologies have been applied in the field of energy storage. Of course, lithium batteries have the highest comprehensive performance-to-price ratio for energy storage, especially lithium iron phosphate batteries.
However, the sodium battery, which has more advantages in terms of safety, cost, high and low temperature performance, has returned, and the current market is also quite promising. The future energy storage technology may lie in the battle between lithium iron phosphate battery and sodium battery.
