Recently, the National Development and Reform Commission issued a notice on further deepening the market-oriented reform of coal-fired power generation grid electricity price, proposing to strengthen the convergence with the time-of-use electricity price policy. All localities should speed up the implementation of the time-sharing electricity price policy, establish a peak electricity price mechanism, and guide users to use electricity off peak, cut peak and fill valley. "
In this regard, many industry insiders said, "the expansion of the peak-valley price gap will be good for the energy storage industry."
A senior energy storage industry expert said, "on the one hand, energy storage can greatly enhance the amicability of new energy users on the power side and reduce the burden on Electroweb on the power side; on the other hand, energy storage can, through applications such as peak regulation and frequency modulation, participate in the overall dispatching of the power system and provide key flexible regulation capabilities for the Electroweb system."
The demand of energy storage industry is urgent, but there are still some problems to be solved.
Oriental Securities Research said that according to energy storage technology, energy storage mainly includes mechanical energy storage, electrochemical energy storage, electromagnetic energy storage, thermal energy storage, chemical energy storage and so on.
Among them, mechanical energy storage includes pumped energy storage, flywheel energy storage, compressed air energy storage and so on. At present, it is mainly pumped storage, and the cost of kilowatt-hour is the lowest, but it is restricted by geographical location and its growth power is insufficient in recent years. With the rapid development of technology, the cost of electrochemical energy storage is reduced and the reliability is improved. from the point of view of the new installed capacity, electrochemical energy storage is gradually becoming the main force of development.
"with the adjustment of energy structure and the dual-carbon strategy, the proportion of new energy such as scenery has increased rapidly, and the energy storage industry has entered a development inflection point, and the demand for the rapid construction of a number of energy storage power stations has become extremely urgent." Tian Yu, deputy general manager of China National Energy Reserve, said, "at present, the market-oriented application of new energy storage technologies, such as electrochemical energy storage, compressed air energy storage and flywheel energy storage, remains to be mature. Generally speaking, at present, the industry is in the stage of urgent demand and insufficient supply. "
Tian Yu further analyzed and said: "at present, the large-scale development of the energy storage industry is facing many problems." In terms of policy, the electricity price policy of new energy storage technologies other than pumped storage power stations is not clear enough and is still being explored, which directly leads to uncertainty in investment returns; while new energy storage technologies other than lithium batteries have not yet formed large-scale production capacity, and the production technology and key materials of new energy storage technologies such as sodium ion batteries and flywheels are also a major challenge. "
From a supply chain point of view, "personally, it is beneficial as a whole." For example, compressed air energy storage provides transformation opportunities for the traditional turbomachine industry, and sodium ion batteries may ease the tension in the lithium battery supply chain. Innovation-driven energy storage may also create new industrial chains and create more jobs. " Tian Yu said so.
"over the past decade, the energy storage industry has experienced rapid development and is now in the early stages of commercialization and large-scale application, and it still faces many challenges in the process of development. Among them, the technical level needs to further reduce costs, improve quality and increase efficiency; the safety and standard system of energy storage products still needs to be improved; and the business model needs to be mature. " A senior energy storage industry expert said.
The industrialization of energy storage industry is accelerated, and the distribution of enterprises and capital is hot.
Taking electrochemical energy storage as an example, Anxin Securities Research said that as the top-down and bottom-up logic of energy storage is gradually straightened out, the current energy storage may become the next battlefield for lithium battery companies other than power batteries.
According to CNESA statistics, among the new electrochemical energy storage projects put into operation in China in 2020, the top 10 energy storage technology providers with installed scale are: Ningde era, Lishen, Sea-based New Energy, Yiwei Power, Shanghai Electric Guoxuan New Energy, Nandu Power supply, Ganfeng Battery, BYD, AVIC Lithium and Guoxuan High Technology.
At present, many battery manufacturers are speeding up the race for the energy storage track. In August this year alone, Ningde Times announced plans to raise an additional 58.2 billion yuan to expand the production of lithium batteries about 137GWh and energy storage cabinets 30GWh.Yiwei Lithium Energy and AVIC Lithium Power have announced plans to build new power storage battery projects. In addition, LG Energy, SK Innovation, Panasonic and so on also have a layout in the energy storage industry.
According to reports, the electrochemical energy storage system is mainly composed of four core modules: battery pack, battery management system (BMS), energy management system (EMS) and energy storage converter (PCS). Among them, the energy storage converter includes inverter, the corresponding enterprises are: sunshine Power supply, Jinlang Technology, Gu Dewei and so on.
At the same time, Zhou Xiaoxin, academician of the Chinese Academy of Sciences and foreign academician of the National Academy of Engineering of the United States, said at the third Global New Energy and Smart vehicle supply chain Innovation Conference recently that "through the cascade utilization of power batteries, it was one of the important ways of renewable energy storage before." However, taking into account the large fluctuations of some seasonal factors, the need for long-term, large amount of energy storage, hydrogen energy storage is one of the directions in the future. "
At the capital level, the energy storage track continues to heat up. Among them, recently, the China Reserve, which specializes in compressed air energy storage technology, announced the completion of 180 million yuan of Pre-A round financing; Honghui Energy, a provider of flywheel energy storage technology, won 100 million yuan of strategic investment; and Huamei Xingtai, a mobile energy storage ODM/OEM provider, completed a new round of strategic investment.
"the increase of capital's attention to the energy storage market will help to accelerate the commercialization of the energy storage industry. This will play an important role in improving the energy storage industry chain and even the development of the entire energy industry. " Some industry insiders analyzed that.
When will the energy storage industry usher in large-scale development?
Northeast Securities Research said that at present, among the cumulative installed scale of various energy storage types in China, pumped energy storage accounts for 89.20%; electrochemical energy storage accounts for 9.30%; molten salt heat storage accounts for 1.50%; compressed air energy storage accounts for 0.03%; flywheel energy storage accounts for 0.01%.
In this regard, Tian Yu, deputy general manager of China Reserve National Energy, said, "from an industrial point of view, energy storage will certainly develop in a diversified way in the future." Considering the energy structure dominated by China's large-scale power system, long-term large-scale energy storage such as pumped storage and compressed air storage has become an important direction. Pumped storage is priority to accelerate on the Electroweb side, and new energy storage technologies give priority to the outbreak on the new energy side. Then the Electroweb side and the user side began to pull. "
In terms of policy, in July this year, the National Development and Reform Commission and the National Energy Administration issued the guidance on accelerating the Development of New Energy Storage, proposing to realize the transformation of new energy storage from the initial stage of commercialization to large-scale development by 2025.
Tian Yu, deputy general manager of China Reserve National Energy, said, "from the perspective of the capital market, the end of the 14th five-year Plan and the beginning of the 15th five-year Plan was the golden period for the listing of new energy storage technology enterprises other than lithium power. Taking into account the size of the market, there is an opportunity to produce new leading enterprises."
With the deepening of electric power reform, market rules are gradually opened to new market players, including energy storage. It is expected that during the 14th five-year Plan period, China's energy storage market will enter the stage of large-scale development. " Liu Yongdong, deputy secretary-general of the China Light and Power Union and vice president of the Electric vehicle and Energy Storage Branch, said.
Recently, at the third Global New Energy and Smart vehicle supply chain Innovation Conference, Zhou Xiaoxin, academician of the Chinese Academy of Sciences and foreign academician of the National Academy of Engineering of the United States, predicted that "the scale of non-pumped energy storage needed to support the development of new energy will reach 100GW by 2030."
"Energy storage may be the biggest story in the new energy field in the next 20 years, and it is a rare trillion-level long-cycle incremental market, which has basically become a consensus." Tian Yu, deputy general manager of China Reserve National Energy, said so.
