SMM News: at present, the market space of lead-acid battery is constantly occupied by lithium battery, many domestic old lead-acid battery enterprises also have to start their own transformation road, the increasingly broad energy storage market has become the first choice. With these problems, a reporter from China Electric Power News interviewed Lin Xiaodong, chief engineer of the network energy battery product line of Rishi International Technology Co., Ltd., with these problems, how do the old lead battery enterprises view the development of the energy storage market and how to layout?
China Electric Power News: where do you think the dawn of the energy storage industry lies? Lin Xiaodong: at present, many of the energy storage industry is from a technical point of view to explore what we can do, but rarely from the perspective of customer demand to explore the development of energy storage. If members generally think that the incremental use of electricity in science and industry parks is one of the opportunities for energy storage, it may not be so in my opinion. Incremental power consumption for power grid enterprises, there are very mature solutions, using energy storage to solve the problem of power consumption increment, is not cost-effective, this is a problem worth thinking about. From the user's point of view, they will also be more inclined to choose a more economical, more reliable, more traditional experience.
From the point of view of power grid enterprises, it is also impossible for them to share their inherent part of the cake with others. That's why the market is so big, but it's hard to find a project. Everyone forecasts that the annual compound growth rate of the global energy storage industry should be 6.4%, and China may be even faster. But at present, we need to calmly think about what kind of business model is suitable for energy storage. This is one of the reasons why Rexi has been laying out energy storage, but has not yet invested on a large scale. Once the business model is clear, it is time for energy storage to really explode.
China Electric Power News: please talk about the development trend of energy storage from a technical point of view? Lin Xiaodong: according to the two major systems of lithium battery and lead battery, which are the mainstream of electrochemical energy storage market at present. Lead storage has the advantages of high safety, but it also has the problems of bulky, low energy density and slow charging. Lithium battery has the advantages of high specific power and high specific energy, and its small size has become more and more important. However, lithium electricity is flammable from material to shell, so it takes a lot of effort and means to ensure the safety of lithium electricity.
How to combine the safety of lead battery with the advantage of energy density of lithium battery is a development trend of energy storage power station in the future. For example, in an energy storage power station, part of the use of lead storage, part of the use of lithium electricity, there are now practical projects. However, it is also necessary to have some prerequisites, such as the area of the field station, the power consumption of the area served, and so on. In addition, in the configuration of battery management system (BMS), it is also necessary to further study how to solve the different life problems of lithium battery and lead-acid battery.
China Electric Power News: what is the layout of Rexi International in the energy storage market? Lin Xiaodong: in recent years, the price of lithium electricity has become close to lead storage. In addition to the huge number of retired power batteries for new energy vehicles, the China Tower Company, one of the important users of lead batteries last year, has announced that it will no longer use lead batteries. Lead battery companies have to face transformation.
On the one hand, Rish International has begun to develop in a new technological direction. Rexi International's lithium power production line is expanding and will produce lithium batteries dedicated to energy storage in the future. On the other hand, it is also actively developing new business sectors. Rishi International has carried out a series of energy storage projects, including the national grid Jinzhai key photovoltaic power generation consumption research and development project, Guizhou University energy storage scientific research demonstration project, Sichuan Ganzi lamp transmission project and so on. In addition, Rexi International is also strengthening overseas markets. At present, the projects delivered by Rishi International in China are mainly lead-carbon, and overseas focus on lithium-ion batteries. Based on this, the company is also increasing the investment and construction of lithium-ion batteries.
The development of environmental protection industry and new energy field will be a major trend in the future. As the leader of battery industry, Rexi International will seize the opportunity to become a pioneer and practitioner in the field of new energy storage.