the present, under the national "double carbon" goal, the development of new energy storage technology has attracted much attention, lithium, compressed air and other energy storage technologies have great potential for development, the future electrochemical energy storage industry is expected to further usher in the rapid development stage.
Key word one: competition
competition is the most prominent feeling of new energy storage practitioners in 2023. The serious situation of internal volume stimulates the continuous updating of technology and the continuous downward exploration of energy storage system prices. According to Jibang consulting data, from the overall price change, the winning price of energy storage system will maintain a downward trend in 24 years. Among them, the winning bid for the storage system in March 2024 varies to varying degrees depending on the length of energy storage.
new energy storage is as fast as the pace of development far exceeds industry expectations. The National Development and Reform Commission and the National Energy Administration issued the "14th Five-Year Plan" for the Development of New Energy Storage in March 2022. It is proposed that by 2025, the new 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., The cost of energy storage system will be reduced by more than 30%. That is to say, in less than two years, the new energy storage has been ahead of schedule to complete the "14th Five-Year Plan" cost reduction target.
"2023 energy storage system box/collection concentration is high, the top ten procurement units accounted for 90% of the total size, to 'five big six small, two networks, two building' mainly." Yue Fen pointed out that in 2023, Chinese enterprises in the global market storage battery (excluding base station/data center backup battery) shipments are estimated to be 185 gigawatt hours, less than expected at the beginning of the year. "Affected by a variety of factors, the industry's average capacity utilization rate is only about 50%, and shipments slowed down in the second half of the year. With the rapid expansion of production capacity and intensified competition in the industry, companies that lack capital and technology accumulation will face pressure to survive."
Key word two: innovation
Despite the challenges, new energy storage practitioners are confident about the future. A new round of rally in the energy storage market has been opened, and large-capacity, long-life and low-cost batteries have become the focus of research and development by various enterprises.
cost reduction and efficiency increase has also become the main direction of product iteration, which is particularly evident in the field of source network side energy storage, which occupies the main share of China's energy storage market, and increasing the single capacity of energy storage products has become the mainstream choice for enterprises to achieve the goal of cost reduction.
Among them, the cell monomer capacity is rapidly iterated on the basis of the current 280Ah mainstream, and the design of 300Ah, 560Ah, 700Ah and 1130Ah energy storage cells is endless. At the same time, based on the large-capacity battery core, the energy storage battery cabin single cabin power to achieve improvement, solar power supply, Tianhe energy storage, China car Zhuzhou, Ningde era and other industry head enterprises have put forward a 20-foot single cabin 5MWh energy storage system program, set off the energy storage system single machine capacity expansion of the upsurge. At present, there are still manufacturers to launch new 5MWh + energy storage system products to provide customers with unique solutions.
Key word three: break the topic
from the downstream application point of view, the construction without the problem is prominent, how to break the problem becomes the key.
"The new type of energy storage has the problem of low utilization rate and building but not using it. Independent and shared energy storage has become the direction of rapid development of the market in the past two years, with more projects on record than 100 gigawatt hours, but the same problem of project preparation but not building." Jiang Weiliang, vice president of Yongtai Digital Energy, pointed out that the core of the problem is that the market mechanism is not perfect and the profit model of energy storage is not clear.
energy storage projects have many shortcomings in planning and design, equipment selection and debugging, and the commitments made in bidding are very good, but there is a big gap between the specific implementation and the pre-commitment, and the system consistency, rated capacity and availability rate are difficult to meet the expectations, resulting in the actual capacity or availability rate of the project being very low.
Key word four: break the topic
in the construction of a new power system with new energy as the main body, the new energy storage should not only be built well, but also be used well.
"No matter how good the product is, it must be applied to give full play to its value. Only in this way can a good return mechanism be formed and the industry can continue to develop healthily." According to Chen Jianfu, co-president of Guangdong New Energy Storage National Research Institute Co., Ltd., large-scale energy storage integrated systems generally have the problems of complex multi-machine parallel control, low battery-side control granularity, and lack of power grid support functions. It is necessary to study and mine energy storage application scenarios and analyze the application requirements of each scenario for energy storage. Condensing the precise and differentiated requirements of different energy storage technologies and system indicators for each scenario. At the same time, it studies the improvement method of energy storage regulation technology in terms of energy storage planning, scheduling and trading, and establishes a commercial mechanism adapted to the efficient operation of energy storage. The demand for
energy storage will drive the continuous improvement of policies and market rules. In September 2023, the National Development and Reform Commission and the Energy Administration issued China's first basic rules for the power in stock market-"Basic Rules for the Power in stock Market (Trial)", which clarified the participation of new business entities such as energy storage and virtual power plants in transactions. With the acceleration of the power market and the widening of the peak and valley price difference, energy storage can participate in the power in stock market and the auxiliary service market as the main body, and obtain income through participation in the transaction.
May 2024 power grid purchase price, the country's highest peak-valley price difference is the five cities in the Pearl River Delta of Guangdong, the implementation of the general industrial and commercial single peak electricity price, peak-valley price difference of 1.3610 yuan/kWh, 0.0003 yuan/kWh higher than the highest price in April.
can be seen that the new energy storage revenue is gradually opening up.
