March 18 is a day worth remembering in the history of attracting investment in Yinchuan. On this day, the whole industrial chain project of energy storage of the largest single plant in China and the largest industrial project of investment in the history of Yinchuan-Baofeng Group 200GWh lithium ion energy storage industrial chain project officially started.
According to the plan, the total investment of the project is 69.2 billion yuan, and a green energy storage whole industry chain project is built, which integrates "photovoltaic self-contained power station, integrated integrated system and PACK, cell manufacturing, positive and negative materials and electrolyte production".
Specifically, the project covers the annual output of 200GWh lithium ion energy storage assembly system and 500000 tons of lithium iron phosphate cathode materials, 300000 tons of artificial graphite anode materials, 340000 tons of electrolyte projects, the application of international cutting-edge technology and equipment, the introduction of the most top technical team, to build an intelligent energy storage battery manufacturing plant with high industrial standards.
The project can produce power batteries, household energy storage, small commercial energy storage, industrial energy storage and large-scale new energy storage equipment, which are widely used in automotive, household, factory, new energy and other fields.
Dang Yanbao, chairman of Ningxia Baofeng Group, said that the group will shoulder the main responsibility of the enterprise, further mobilize efforts, grasp the construction time limit and seize the schedule, ensure that the project is completed early, put into production early, and achieve efficiency early, and strive to make new achievements for the construction of the leading area.
About Baofeng Group
According to an introduction from Baidu Encyclopedia, Ningxia Baofeng Group Co., Ltd. was established on October 22, 2010. Dang Yanbao, the legal representative, covers the investment and operation management of energy, real estate, commerce, industry, precious metals industry and equity.
In terms of the group's recent honors:
On September 10, 2020, Baofeng Group ranked 307 among the top 2020 private manufacturing enterprises in China.
In September, 2021, it was selected into the list of "Top 2021 Chinese Private Enterprises".
On December 30th, 2021, he was selected into the "2021 Top 100 Ningxia Private Enterprises list", ranking second.
On March 17, the Hurun Research Institute released the Hurun Global Rich list, the deadline for calculating the wealth of entrepreneurs on the list is January 14, 2022. Dang Yanbao, chairman of Baofeng Group, ranked 149th with a fortune of 90 billion yuan.
The more intuitive strength of 600989.SH can be seen in Baofeng, a listed company controlled by Baofeng. Baofeng Energy has a total equity of 7.333 billion shares, the latest closing price is 14.88 yuan, the current total market value of 109.1 billion yuan, the proper market capitalization of hundreds of billions of enterprises.
However, Baofeng Energy, a listed company, has not yet participated in the energy storage industry chain project. There is no relevant news on whether Baofeng Group will inject energy storage projects into listed companies in the future.
The trillion-dollar energy storage market is accelerating.
Vike Lithium reported that on February 22 this year, the National Development and Reform Commission and the Energy Administration have issued a notice on the "implementation Plan for the Development of New Energy Storage in the 14th five-year Plan" (referred to as the "implementation Plan").
In the development goal, the "implementation plan" is clear that by 2025, the new type of energy storage will enter the stage of large-scale development from the initial stage of commercialization and have the conditions for large-scale commercial application. Among them, the performance of electrochemical energy storage technology is further improved, and the cost of the system is reduced by more than 30%.
By 2030, the new type of energy storage will be fully market-oriented. The new energy storage core technology and equipment is independent and controllable, the technological innovation and industrial level are firmly in the forefront of the world, the market mechanism, business model and standard system are mature and sound, and are deeply integrated with all aspects of the power system, basically meet the needs of the construction of a new power system, and fully support the goal of reaching the carbon peak in the energy field as scheduled.
According to the forecast of Everbright Securities, the market space of energy storage investment in China will reach 450 billion yuan by 2025 and increase to about 1.3 trillion yuan by 2030. "from 2020 to 2060, the cumulative market space for energy storage investment will reach 122 trillion yuan."
The research report released by China International Capital Corporation on March 16 also believes that the energy storage market is growing rapidly and will bring a new trillion market investment opportunities.
Anxin Securities previously believed that from the national top-level design to the policies issued by local provinces and cities, energy storage has become an important means to solve the energy change. 2022 is the year of order release for energy storage, and the enterprises that are the first to get orders are expected to have a first-mover advantage. Enterprises with the ability to obtain orders and scale expansion have the ability to meet the further expansion of the market.
Vike Lithium noted that in February, after the Spring Festival of the year of the Tiger, the energy storage market warmed up obviously: there was a significant increase in the number of bidding projects, reaching 13; the energy storage industry chain expanded and accelerated to 8; and the industrial chain enterprises had frequent commercial cooperation, reaching 7.
In terms of energy storage bidding projects, in February, Longyuan, Gansu, Tashkurgan County, Kashgar, China Resources Power, State Energy Group, Lushan RunPower Wind Energy, China Power Development International Co., Ltd., Guohua (Xiantao) New Energy, Fuyao Group (Shanghai), Xinjiang Bozhou, Zhongneng Construction, Guangdong Electroweb Energy Investment, etc., released the bidding information of the energy storage industry.
Haichen New Energy and China Energy Construction respectively won the bid Huaneng energy storage battery procurement, Huaneng Mengdong Yimu DC delivery Lingdong 2000 MW landscape storage comprehensive energy project feasibility research and survey and design service standards.
In terms of energy storage industry chain expansion, in February, there were 8 energy storage industry chain expansion projects at home and abroad, including 7 at home and 1 overseas. The main investors include Sunshine Power, time Costa, Jinyang Energy Storage, Bushveld, Zhuhai Guanyu, Shandong Ruiyang New Energy Technology, Yuanxin Energy Storage, BYD and other enterprises. Production expansion projects include energy storage battery, energy storage system, liquid flow battery, energy storage battery materials and so on.
In terms of business cooperation among enterprises in the industrial chain, in February, there were 7 new developments in commercial cooperation in the energy storage industry: Powin Energy, an American system integrator, signed a long order for energy storage battery system with four developers; the production base of natural energy storage system signed a contract with Shandong; China can build several investment wind, light, storage and hydrogen integration projects; Penghui Energy issued 600-900 million yuan energy storage battery orders; Nandu Power as a lithium battery energy storage system project of the Italian State Power Group; Yiwei Lithium can hold hands with Yuxi Municipal Government to develop lithium resources; Lotnik holds hands with Nan Ruijibao cooperative flywheel energy storage products.
Summary
Baofeng Group has invested heavily in the energy storage industry chain, the largest single plant in the country and the largest investment in the history of Yinchuan only represents the present. With the further development of energy storage, the upcoming new energy storage projects are still expected to exceed the scale of this investment.
Actively respond to the national "double carbon" strategy of energy storage, is becoming an investment tuyere!
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