The energy storage industry will remember the policy. On August 10, the National Development and Reform Commission, the National Energy Bureau issued, and encouraged the self-built energy storage or peak ability of power generation enterprises to increase the scale. Local governments are also accelerating the development of new energy storage industries. Experts pointed out that the new energy storage market is ready to go, and the industries such as light storage are expected to expand. In this context, power battery companies have expanded to the energy storage area.
Market prospects
On August 10, the National Development and Reform Commission and the National Energy Administration issued the "Notice on Encourage Renewable Energy Power Generation Enterprises to Build or Buy Peak Capacity", pointing to the renewable energy protection of wind power and solar power in the grid enterprise. In addition to the internal owner, the renewable energy power generation enterprise invested in investment and construction will encourage self-built energy storage or peak resources to increase the scale of the network under the premise of voluntary.
On July 23, the National Development and Reform Commission and the National Energy Administration issued the "Guidance Opinions on Accelerating the Development of New Instructions" by 2025, and the new storage capacity is transformed into large-scale development, market environment and commerce. The pattern is basically mature, the installed size is more than 30 million kilowatts, and the new energy storage has a significant role in promoting carbon in the energy field.
Liu Yafang, an Energy Savings and Technology Energy Source Savings and Technology Equipment Si Division, said that the scale of installed models proposed approached 10 times the current new storage installed installed scale, fully demonstrating market prospects.
At the same time, local governments accelerate the development of new energy storage industry. On August 9, Shanxi Province launched the first "new energy + energy storage" demonstration project declaration. For projects that can attract new energy storage related industries to settle in Shanxi, projects to drive the development of the whole industry chain will be tilted under the same conditions. According to the relevant notice of the "14th Five-Year" new state planning in Shanxi Province, Shanxi will carry out the "new energy + energy storage" pilot demonstration. Combined with grid peak demand, organize a batch of different types of energy storage demonstration projects to carry out "wind power + photovoltaic + energy storage" "distributed + micro-network + energy storage" "large power grid + energy storage" and other distribution integrated Business model.
On August 5, the Hebei Provincial Development and Reform Commission issued the "Guidance Opinions on Accelerating the Development of New Types", requiring various cities to fully grasp the actual situation of power systems, resource conditions, construction capabilities, etc., based on annual development of new energy storage Program; vigorously promote the construction of power supply side energy storage projects, actively promote the rationalization of the electrical network side energy storage, support the diversification of user-side storage, and promote the continuous decline of the relative mature new energy storage technology costs such as lithium-ion batteries.
In addition, Shandong, Ningxia, Qinghai, Inner Mongolia, etc. have successively introduced policies to promote the development of new storage industry. Industry insiders said that the energy storage industry is in the upward force, and it is expected to have a supporting policy.
AV Securities believe that future storage can be expected to open. According to the energy storage white paper, Ideally, China's 2025 electrochemical storage capacity will reach 55.9GW, which is about 3.27GW in 2020. PV / Wind Power + Botility, Sodium Ion Battery + Banking and Hydrogen Energy + Botility and other technology routes continue to break through.
Huachuang Securities pointed out that the importance of the energy storage in the power system is gradually enhanced. According to centralized renewable energy grid, secondary service, grid side, user-side division, is expected to increase the annual compound growth rate of 40% -50% in the large-scale compound growth rate of global energy storage, and approximately 500 billion yuan in the global energy storage market. 100 million yuan.
Occupation layout
With the rapid increase in the new energy vehicle market, the power battery supplier, car company, charging pile company on the industrial chain is released, and the power storage energy storage, the integrated charging station and other projects, to the energy storage area expansion.
On June 23, Tesla announced that the first optical memory charger charge station was opened in China. According to reports, the light-reserved integrated charging station is generated by the solar roof system, and the electric energy is stored in the Powerwall battery and can ultimately charge the pure electric vehicle. Among them, a single energy storage battery energy reserves is 13.5kWh, which can achieve a 100% discharge depth, and the charge and discharge cycle efficiency can reach 90%.
In June of this year, Ningde Times announced that it has built 12,000 long cycle life, high security energy storage special battery core technology, and mastered the unified regulation of large-scale energy storage power stations, battery energy management and other system integration technology, relevant results have been successfully applied Fujian Jinjiang's energy storage power station. Ningde Times said that "electrochemical energy storage + renewable energy power generation" is one of the three major development directions of the company. It is reported that there is currently three specific scene routes in the layout of the energy storage system: power generation side, grid side and electricity side.
Recently, Guoxuan High-Tech and Jingke Energy signed a cooperation agreement. The two sides will work together to open up the global photovoltaic storage market, focus on photovoltaic, energy storage, providing customers with one-stop, comprehensive solution. Yi Qi lithium can announce that it is proposed to invest in new annual 30GWH power storage battery projects.
CITIC Securities believes. In the context of the new power system construction, new storage capacity during the "14th Five-Year Plan" period is expected to usher in explosive growth, comprehensive solution provider, battery supplier, inverter supplier, special engineering design Enterprises have a large development space.
