The 2018 Global Clean Energy Investment Report was released at the beginning of this year, predicting that the global annual energy storage capacity will exceed 10GWh for the first time in 2019. BNEF pointed out that despite the threat of trade wars, Chinese battery manufacturers will still establish a truly global business, and international energy storage developers and integrators will travel to China to find the battery market.
Previously, BNEF had predicted that the global installed capacity of energy storage could reach 100GWh as early as 2025 and break through 300GWh by 2030. By 2040, the global energy storage market is expected to grow to 942 GWh, valued at approximately $620 billion. In the future, with the increasing proportion of clean energy, as long as electricity is used, energy storage can theoretically be used. In the long run, the field of energy storage will be the largest application market for lithium batteries.
According to overseas professional agency Benchmark Minerals Intelligence (BMI), by 2028, about 50% of the global fixed-type energy storage market will use lithium-ion batteries. By then, these energy storage systems will absorb a large amount of excess electricity from the power grid, especially from renewable energy sources, and support the residential and industrial power demand during peak hours.
Shuangdeng Group / Ningde Times / BYD / Guoxuan Hi-Tech, etc.
Not long ago, Zhongtian Technology announced the public offering of convertible corporate bonds: the company will issue 3.965 billion yuan of convertible bonds, of which 1.577 billion yuan will be used to invest in the 950MWh distributed energy storage power station project. It is understood that Zhongtian Technology began to allocate energy storage industry as early as 2012. The company said that energy storage investment will become another growth pole of Zhongtian Technology in the field of new energy.
According to the battery China, Shuangdeng Group, Ningde Times, BYD, Guoxuan Hi-Tech, AVIC Lithium, Nandu Power, GEM, Zhongtian Technology, Mengshi Technology, Xiongyi, Thornton New Energy, Kelu Electronics, and Universal A number of well-known battery industry chain companies such as Xinwangda have also actively deployed energy storage projects.
According to the incomplete statistics of the Zhongguancun Energy Storage Industry Technology Alliance (CNESA), the cumulative capacity of China's electrochemical energy storage projects in 2018 is 1018.5MW/2912.3MWh, which is 2.6 times the total size of the previous year. In the energy storage application scenario, the large-scale release of “grid side” and “user side” has become a major growth point. By the end of 2018, the cumulative installed capacity of electrochemical energy storage in the world reached 4868.3MW/10739.2MWh, and the power scale increased by 65%.
In the past year, the 20MW/160MWh smart energy storage power station of Feida Group, which was deployed by State Grid Zhenjiang Power Supply Company, leased by State Grid Jiangsu Integrated Energy Company and invested by Shuangdeng Group, was successfully connected to the grid. Shuangdeng Group also won “2018”. The most influential award of China's energy storage industry in the year; Ningde era signed a contract with Fujian Investment Group to jointly build a large-scale lithium battery energy storage project with a total investment of 2.4 billion yuan; Guoxuan Hi-Tech is Shandong Electric Group Electric Intelligent Electric Co., Ltd. The company provides 16MWh energy storage battery system; Jiangsu Zhenjiang Power Grid Energy Storage Power Station project is officially put into operation, with a total capacity of 202MWh; Kelu Electronics and Shenzhen Nengshui Technology signed a contract for purchasing energy storage batteries, with a total amount of about 1.4 billion yuan; Signed an operation and management service contract for the energy storage power station project with Zhongtian Iron and Steel Group Co., Ltd. The total construction power of the project is 50MW, and the project capacity is 400MWh......
“Shuangdeng Group has cut into the energy storage industry very early. At the end of 2011, energy storage has not yet seen momentum. Shuangdeng has established an independent accounting energy storage company, focusing on the development of the energy storage industry.” Shuangdeng Group Liu Xiaolu, deputy general manager of Huifeng Jueneng Technology Co., Ltd. said that in 2018, Shuangdeng Huifeng Con able to achieve battery shipments of about 160-170MWh, revenue of more than 100 million yuan, and the order amount exceeded 200 million yuan.
"In the future, lithium battery will be used in the field of energy storage. Its market capacity will be wider than that of electric vehicles. It can even measure its market with the output value of trillions." Huang Shilin, vice chairman of Ningde Times, has publicly expressed his optimism about lithium-ion batteries. Application in the field of energy storage. Driven by electric vehicles, the performance of lithium-ion batteries has been greatly improved, and the cost is also rapidly decreasing.
BYD is also very optimistic about energy storage, but BYD will not directly (independently) participate in the bidding of domestic energy storage projects. Zhang Zifeng, marketing director of BYD's 14th business unit and chief engineer of the Electric Power Academy, said that BYD's main market is overseas, and it is in the same camp as LG, Samsung, Tesla and KOKAM. BYD's storage capacity ranks third in the world.
Guoxuan Hi-Tech said that the company will focus on the advanced energy storage lithium battery, battery management and system integration industry chain layout, dedicated to the research and development, manufacturing, sales and service of lithium battery energy storage system products, to provide customers with efficient, reliable and customized Energy storage solutions.
Lithium iron phosphate will usher in the second spring
The statistics of the Power Battery Application Branch Research Department show that the total installed capacity of new energy vehicles in China in the year of 2018 is 56.89 GWh, of which ternary battery installed capacity accounts for 58.17%, an increase of 13% compared with last year; lithium iron phosphate battery The installed capacity accounted for 39%, a decrease of 10% compared with last year.
With the rise of the energy storage market, lithium iron phosphate, which is gradually frustrated in the power battery market, has ushered in new opportunities. Compared with ternary batteries, lithium iron phosphate batteries have absolute advantages in terms of cycle life and safety, and are a better choice for energy storage application technology. As early as a few years ago, when lithium iron phosphate batteries were used in the first demonstration projects of the national smart grid construction, the industry judged that if the technology demonstration is successful, it will take the lead in the future large-scale peak-modulation energy storage projects. .
“With the subsidy going downhill, after the real marketization, the advantages of low cost, long life and high safety of lithium iron phosphate will appear in the field of passenger cars and logistics vehicles, and lithium iron phosphate is dominant in the passenger car market. Position, and the application of lithium iron phosphate battery in the energy storage market, the market space is still broad." Guoxuan Hi-Tech related person in charge of investor research said.
"Cost, life, safety and reliability are the main factors restricting the large-scale application of lithium batteries in energy storage." Huang Shilin said that lithium iron phosphate energy storage batteries with a cycle life of more than 10,000 times in Ningde have been produced in small quantities in 2018, 2019. Large-scale mass production will be achieved in the year. He revealed that if it is only used to cut the peaks and fill the valley, the system can run for 16 years in two cycles; if it is three cycles a day, it can basically be used for 10 years.
It is worth noting that the lead-acid batteries that once dominated the energy storage field were limited by national environmental protection requirements, and production has fallen sharply in recent years. As the most cost-effective battery, lithium iron phosphate will also meet the needs of the long-term energy storage market while partially replacing lead-acid batteries.
It is foreseeable that in the future, due to its long life, safe use, large capacity, and environmental protection, the lithium iron phosphate battery will shift the value chain to stimulate the value chain, stimulate greater vitality and vitality, and promote new new energy business. The establishment of the pattern.