Six Chinese companies were among top 10 global energy storage system suppliers in 2023H1

๊ฒŒ์‹œ๋จ: Aug 21, 2023 14:22
According to SMM statistics, the global energy storage system shipments in 2023H1 reached 72.4 Gwh. Chinaโ€™s shipments were 47Gwh, accounting for 65%; overseas shipments were 25.4Gwh, accounting for 35%; global energy storage system shipments were still dominated by Chinese integrators. Teslaโ€™s shipments in the first half of the year exceeded 7Gwh, ranking first in the world.

๋ฐ์ดํ„ฐ ์ถœ์ฒ˜ ์„ค๋ช…: ๊ณต๊ฐœ ์ •๋ณด๋ฅผ ์ œ์™ธํ•œ ๋ชจ๋“  ๋ฐ์ดํ„ฐ๋Š” SMM์ด ๊ณต๊ฐœ ์ •๋ณด, ์‹œ์žฅ ์ปค๋ฎค๋‹ˆ์ผ€์ด์…˜ ๋ฐ SMM ๋‚ด๋ถ€ ๋ฐ์ดํ„ฐ๋ฒ ์ด์Šค ๋ชจ๋ธ์„ ๊ธฐ๋ฐ˜์œผ๋กœ ๊ฐ€๊ณตํ•œ ๊ฒƒ์ž…๋‹ˆ๋‹ค. ๋ณธ ์ž๋ฃŒ๋Š” ์ฐธ๊ณ ์šฉ์ด๋ฉฐ ์˜์‚ฌ๊ฒฐ์ • ๊ถŒ๊ณ ๋ฅผ ๊ตฌ์„ฑํ•˜์ง€ ์•Š์Šต๋‹ˆ๋‹ค.

๋ฌธ์˜ ์‚ฌํ•ญ์ด ์žˆ๊ฑฐ๋‚˜ ์ž์„ธํ•œ ์ •๋ณด๋ฅผ ์›ํ•˜์‹œ๋ฉด ์•„๋ž˜๋กœ ์—ฐ๋ฝํ•ด ์ฃผ์‹œ๊ธฐ ๋ฐ”๋ž๋‹ˆ๋‹ค: lemonzhao@smm.cn
๋ฆฌ์„œ์น˜ ๋ณด๊ณ ์„œ ์—ด๋žŒ ๋ฐฉ๋ฒ•์— ๋Œ€ํ•œ ์ž์„ธํ•œ ๋‚ด์šฉ์€ ์•„๋ž˜๋กœ ๋ฌธ์˜ํ•˜์‹œ๊ธฐ ๋ฐ”๋ž๋‹ˆ๋‹ค:service.en@smm.cn
๊ด€๋ จ ๋‰ด์Šค
[SMM PV] ์ง•์ฝ”์†”๋ผ, ๊ทธ๋ฆฌ์Šค ๊ฐœ๋ฐœ์‚ฌ์™€ 282.45MW ๊ณ ํšจ์œจ ๋ชจ๋“ˆ ๊ณต๊ธ‰ ๊ณ„์•ฝ ์ฒด๊ฒฐ
1์‹œ๊ฐ„ ์ „
[SMM PV] ์ง•์ฝ”์†”๋ผ, ๊ทธ๋ฆฌ์Šค ๊ฐœ๋ฐœ์‚ฌ์™€ 282.45MW ๊ณ ํšจ์œจ ๋ชจ๋“ˆ ๊ณต๊ธ‰ ๊ณ„์•ฝ ์ฒด๊ฒฐ
๋” ๋ณด๊ธฐ
[SMM PV] ์ง•์ฝ”์†”๋ผ, ๊ทธ๋ฆฌ์Šค ๊ฐœ๋ฐœ์‚ฌ์™€ 282.45MW ๊ณ ํšจ์œจ ๋ชจ๋“ˆ ๊ณต๊ธ‰ ๊ณ„์•ฝ ์ฒด๊ฒฐ
[SMM PV] ์ง•์ฝ”์†”๋ผ, ๊ทธ๋ฆฌ์Šค ๊ฐœ๋ฐœ์‚ฌ์™€ 282.45MW ๊ณ ํšจ์œจ ๋ชจ๋“ˆ ๊ณต๊ธ‰ ๊ณ„์•ฝ ์ฒด๊ฒฐ
์ตœ๊ทผ ์ง•์ฝ”์†”๋ผ๋Š” ๊ทธ๋ฆฌ์Šค ๊ฐœ๋ฐœ์‚ฌ์™€ 282.45MW ๊ทœ๋ชจ์˜ Tiger Neo 3.0 ๋ชจ๋“ˆ ๊ณต๊ธ‰ ๊ณ„์•ฝ์„ ์ฒด๊ฒฐํ–ˆ์Šต๋‹ˆ๋‹ค. 24.8%์˜ ๊ณ ํšจ์œจ๊ณผ ๋›ฐ์–ด๋‚œ ์Œ์˜ ๋‚ด์„ฑ์„ ๊ฐ–์ถ˜ ์ด ๋ชจ๋“ˆ์€ ๊ทธ๋ฆฌ์Šค์˜ ๋ณต์žกํ•œ ์‚ฐ์ง€ ๋ฐ ๊ทธ๋Š˜ ๋งŽ์€ ์ง€ํ˜•์— ํŠนํ™” ์„ค๊ณ„๋˜์–ด, Nํ˜• TOPCon ๊ธฐ์ˆ ์˜ ํ•ด์™ธ ๊ณ ๊ธ‰ ์‹œ์žฅ ๊ฒฝ์Ÿ๋ ฅ์„ ์ž…์ฆํ•ฉ๋‹ˆ๋‹ค.
1์‹œ๊ฐ„ ์ „
[SMM PV] ์ ‘์† ์กฐ๊ฑด ๋ถˆ์ดํ–‰! ์ €์žฅ์„ฑ ์ „๋ ฅ ์†Œ๋งค์—…์ฒด 87๊ณณ ์‹œ์ • ์กฐ์น˜!
1์‹œ๊ฐ„ ์ „
[SMM PV] ์ ‘์† ์กฐ๊ฑด ๋ถˆ์ดํ–‰! ์ €์žฅ์„ฑ ์ „๋ ฅ ์†Œ๋งค์—…์ฒด 87๊ณณ ์‹œ์ • ์กฐ์น˜!
๋” ๋ณด๊ธฐ
[SMM PV] ์ ‘์† ์กฐ๊ฑด ๋ถˆ์ดํ–‰! ์ €์žฅ์„ฑ ์ „๋ ฅ ์†Œ๋งค์—…์ฒด 87๊ณณ ์‹œ์ • ์กฐ์น˜!
[SMM PV] ์ ‘์† ์กฐ๊ฑด ๋ถˆ์ดํ–‰! ์ €์žฅ์„ฑ ์ „๋ ฅ ์†Œ๋งค์—…์ฒด 87๊ณณ ์‹œ์ • ์กฐ์น˜!
์ €์žฅ์„ฑ ์—๋„ˆ์ง€ ๊ทœ์ œ ์‚ฌ๋ฌด์†Œ๋Š” 2026๋…„ ์ „๋ ฅ ์†Œ๋งค ํšŒ์‚ฌ๋“ค์ด ์‹œ์žฅ ์ง„์ž… ์กฐ๊ฑด์„ ์ง€์†์ ์œผ๋กœ ์ถฉ์กฑํ•˜๊ธฐ ์œ„ํ•œ ์ž์ฒด ์ ๊ฒ€ ๋ฐ ์‹œ์ •์— ๊ด€ํ•œ ํ†ต์ง€๋ฅผ ๋ฐœํ‘œํ–ˆ์Šต๋‹ˆ๋‹ค. ์ €์žฅ ์ „๋ ฅ ๊ฑฐ๋ž˜ ์„ผํ„ฐ์— ์œ ํšจํ•˜๊ฒŒ ๋“ฑ๋ก๋œ ์ด 273๊ฐœ ์ „๋ ฅ ์†Œ๋งค ํšŒ์‚ฌ๊ฐ€ ์š”๊ตฌ๋œ ๋Œ€๋กœ ์ž์ฒด ์ ๊ฒ€์„ ์‹ค์‹œํ–ˆ์Šต๋‹ˆ๋‹ค. ๊ทธ ์ค‘ 87๊ฐœ ํšŒ์‚ฌ๊ฐ€ ์ง„์ž… ์กฐ๊ฑด์„ ์ง€์†์ ์œผ๋กœ ์ถฉ์กฑํ•˜์ง€ ๋ชปํ•˜์—ฌ 7์›” 25์ผ๊นŒ์ง€ ์‹œ์ •ํ•˜๊ณ  ์‹œ์ • ์ƒํ™ฉ์„ ์ €์žฅ์„ฑ ์—๋„ˆ์ง€ ๊ทœ์ œ ์‚ฌ๋ฌด์†Œ์— ๋ณด๊ณ ํ•ด์•ผ ํ•ฉ๋‹ˆ๋‹ค. ์ €์žฅ ์ „๋ ฅ ๊ฑฐ๋ž˜ ์„ผํ„ฐ๋Š” ๊ทœ์ •์— ๋”ฐ๋ผ ์œ„๋ฐ˜ ์‚ฌํ•ญ์„ ๊ธฐ๋กํ•˜๊ณ  ์‹œ์žฅ ์œ„ํ—˜ ๊ฒฝ๊ณ ๋ฅผ ๋ฐœ๋ นํ•ด์•ผ ํ•ฉ๋‹ˆ๋‹ค. ์‹œ์ •์„ ๊ฑฐ๋ถ€ํ•˜๋Š” ํšŒ์‚ฌ๋Š” ์ €์žฅ์„ฑ ์—๋„ˆ์ง€ ๊ทœ์ œ ์‚ฌ๋ฌด์†Œ๊ฐ€ ๋ฒ•์— ๋”ฐ๋ผ ์ฒ˜๋ฆฌํ•  ๊ฒƒ์ž…๋‹ˆ๋‹ค.
1์‹œ๊ฐ„ ์ „
์‹ค๋ฆฌ์ฝ˜ ๋ฉ”ํƒˆ ์‹œ์žฅ ์ €์  ํšก๋ณด, ์›จ์ดํผ ๊ฐ€๊ฒฉ ์•ˆ์ • [SMM ์‹ค๋ฆฌ์ฝ˜ ๊ธฐ๋ฐ˜ PV ๋ชจ๋‹ ๋ธŒ๋ฆฌํ•‘]
4์‹œ๊ฐ„ ์ „
์‹ค๋ฆฌ์ฝ˜ ๋ฉ”ํƒˆ ์‹œ์žฅ ์ €์  ํšก๋ณด, ์›จ์ดํผ ๊ฐ€๊ฒฉ ์•ˆ์ • [SMM ์‹ค๋ฆฌ์ฝ˜ ๊ธฐ๋ฐ˜ PV ๋ชจ๋‹ ๋ธŒ๋ฆฌํ•‘]
๋” ๋ณด๊ธฐ
์‹ค๋ฆฌ์ฝ˜ ๋ฉ”ํƒˆ ์‹œ์žฅ ์ €์  ํšก๋ณด, ์›จ์ดํผ ๊ฐ€๊ฒฉ ์•ˆ์ • [SMM ์‹ค๋ฆฌ์ฝ˜ ๊ธฐ๋ฐ˜ PV ๋ชจ๋‹ ๋ธŒ๋ฆฌํ•‘]
์‹ค๋ฆฌ์ฝ˜ ๋ฉ”ํƒˆ ์‹œ์žฅ ์ €์  ํšก๋ณด, ์›จ์ดํผ ๊ฐ€๊ฒฉ ์•ˆ์ • [SMM ์‹ค๋ฆฌ์ฝ˜ ๊ธฐ๋ฐ˜ PV ๋ชจ๋‹ ๋ธŒ๋ฆฌํ•‘]
[SMM ๊ทœ์†Œ ๊ธฐ๋ฐ˜ ํƒœ์–‘๊ด‘ ์•„์นจ ํšŒ์˜ ์š”์•ฝ] ๊ทœ์†Œ ๊ธˆ์†: ์–ด์ œ ํ™”๋™ ์ง€์—ญ SMM ์‚ฐ์†Œ ์ทจ์ž… #553 ๊ทœ์†Œ ๊ฐ€๊ฒฉ์€ 9,000~9,200์œ„์•ˆ/๋ฏธํ„ฐํ†ค, #441 ๊ทœ์†Œ๋Š” 9,200~9,400์œ„์•ˆ/๋ฏธํ„ฐํ†ค์ด์—ˆ์Šต๋‹ˆ๋‹ค. ์„ ๋ฌผ ์‹œ์žฅ์—์„œ ์ฃผ๋ ฅ ๊ณ„์•ฝ์€ 8,400์œ„์•ˆ/๋ฏธํ„ฐํ†ค์—์„œ ํšก๋ณดํ–ˆ์œผ๋ฉฐ, ๊ฐ€๊ฒฉ ํ•˜๋‹จ ์ง€์ง€๊ฐ€ ๊ฐ•ํ•ด ํ•˜๋ฝ ์—ฌ์ง€๋Š” ์ œํ•œ์ ์ด๋‚˜ ์ƒ์Šน ๋ชจ๋ฉ˜ํ…€์€ ๋ถ€์กฑํ•œ ์ƒํ™ฉ์ž…๋‹ˆ๋‹ค. ๊ทœ์†Œ ๊ธˆ์† ์‹œ์žฅ์€ ๋ฐ”๋‹ฅ๊ถŒ์—์„œ ์ง€์ง€๋ถ€์ง„ํ•œ ํšก๋ณด์„ธ๋ฅผ ๋‚˜ํƒ€๋ƒˆ์Šต๋‹ˆ๋‹ค. ์›จ์ดํผ: ์›จ์ดํผ ์‹œ์žฅ์—์„œ 18X ์›จ์ดํผ ๊ฐ€๊ฒฉ์€ 0.85~0.88์œ„์•ˆ/์žฅ, 210RN ์›จ์ดํผ๋Š” 0.96~0.98์œ„์•ˆ/์žฅ, 210N ์›จ์ดํผ๋Š” 1.16~1.18์œ„์•ˆ/์žฅ์ž…๋‹ˆ๋‹ค. ์›จ์ดํผ ๊ฐ€๊ฒฉ์€ ์ผ๋‹จ ํ•˜๋ฝ์„ ๋ฉˆ์ถ”๊ณ  ์•ˆ์ •์„ธ๋ฅผ ๋ณด์ž…๋‹ˆ๋‹ค.
4์‹œ๊ฐ„ ์ „
According to SMM statistics, the global energy storage system shipment - Shanghai Metals Market (SMM)