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| Anticipate the current market situation, competition pattern and development tre |
| Release time:2023-02-04 10:00:15| Viewed： |
Anticipate the current market situation, competition pattern and development trend of China's energy storage industry in 2023
1. Overview of energy storage industry
In a broad sense, energy storage is energy storage, which refers to the cycle process of storing one form of energy with the same form or converting it into another form of energy through a medium or device, and releasing it in a specific form of energy based on future applications.
In a narrow sense, energy storage refers to the storage of electrical energy, that is, a series of technologies and measures that use chemical or physical methods to store the generated energy and release it when needed.
According to different energy storage technologies, energy storage is mainly divided into mechanical energy storage, electrochemical energy storage, thermal energy storage, chemical energy storage, electromagnetic energy storage, etc. Using these energy storage technologies, electric energy is stored in the form of mechanical energy, chemical energy, thermal energy, and fed back to the power network in due time.
2) Analysis of energy storage industry chain
From the perspective of the entire industry chain, the upstream of the energy storage industry chain is mainly the supply of materials and equipment, the midstream is mainly the construction of the energy storage system, and the downstream is mainly the energy storage of the power system, standby power supply and other fields.
Upstream materials mainly include battery materials, thermal energy storage materials, etc., including positive materials, negative materials, electrolyte, diaphragm, etc; The equipment supply mainly includes pumped-storage equipment, battery production equipment and other equipment, among which the pumped-storage equipment includes hydraulic turbine, generator, water pump, inlet valve, compressed air system, etc.
The midstream is the construction of energy storage system, which is to build energy storage products from the aspects of system design, integration, construction and installation. The subdivided products of energy storage are mechanical energy storage, electrochemical energy storage, electromagnetic energy storage, thermal energy storage, chemical energy storage, etc.
Downstream are mainly different application scenarios. The core application scenarios of energy storage are the generation side, grid side and user side of the power system. Other application scenarios also include standby power supply for communication base stations, data centers, etc.
From the perspective of the industrial chain, in the upstream field, the representative enterprises of battery materials include German Nano. Guizhou Anda, Beiteri, Tianci Materials, Enjie, Xingyuan Materials, etc; Battery production equipment manufacturers include Hangke Technology, Pioneer Intelligence, North Huachuang, Yinghe Technology and other enterprises; Pumped-storage equipment manufacturers include Zhefu Holding, Tongyu Heavy Industry, Hangguo, Dayuan Pump, Dongyin, Lingxiao Pump and other enterprises.
In the middle reaches of the industrial chain, the representative enterprises of battery pack manufacturing include Ningde Times, BYD, Hi-Tech, Hi-Tech, etc; The representative enterprises of battery management system manufacturing include Kegong Electronics, Gaote Electronics, Gaotai Haoneng, etc; The representative manufacturers of energy storage converters include Yangxian Power Supply, Kehua Hengsheng, Nanrui Jibao, etc; The representative enterprises of energy management system manufacturing include Paineng Technology, Guodian Nanrui, Zhongtian Technology, Pinggao Electric, etc; The representative enterprises of energy storage system integration include Cooper Energy, Mengshi Technology, Nandu Power Supply, Electric Guoxuan, etc; The representative enterprises of energy storage system installation include Yongfu Co., Ltd., TBEA, Chint Electric, China Power Construction Corporation, China Energy Construction Corporation, etc; The pumped-storage construction companies include China Power Construction Corporation, State Investment Power, Hubei Energy, Yongfu Shares, Guiguan Power, etc.
The representative enterprises in the application of the downstream system of the industrial chain mainly include National Energy, State Investment Power, China Huaneng, China Nuclear Power Group, State Power Investment, China Guangxin, etc.
2. Development history of China's energy storage industry: energy storage has become a new economic growth point in the energy field
China's energy storage market can be roughly divided into three stages of development: the first stage is the embryonic stage of energy storage (the middle and late 20th century). In the 1960s, China began to study pumped-storage power stations and established the first hybrid pumped-storage power station - Gangnan Hydropower Station. By the 1990s, the construction of pumped-storage power stations reached a climax; The second is the early stage of energy storage development (the 21st century). At the beginning of the 21st century, China began to research other energy storage technologies, including compressed air energy storage, etc., until the first time that energy storage as a technical support for smart grid in the "Twelfth Five-Year Plan" outline in 2011 appeared in the national policy guidance document, and then the energy storage industry policy planning was introduced in succession to promote the development of the energy storage industry.
With the development of the energy storage industry, the energy storage projects have been widely used, the technical level has been rapidly improved, and the standard system has become increasingly perfect, forming a relatively complete industrial system and a number of internationally competitive market players, and the energy storage has become a new economic growth point in the energy field.
3. Policy background of China's energy storage industry: In recent years, a number of incentive and support policies have been issued
The development level of energy storage represents a country's "soft power" in the semiconductor field. In order to speed up the gap between the research and development level of energy storage in developed countries, China has actively promoted the development of energy storage in China, and has issued a number of incentive and support policies in recent years.
4. Analysis on the development status of China's energy storage industry
From 2016 to 2021, the cumulative installed capacity of global energy storage projects showed an increasing trend year by year. According to the incomplete statistics of the China Energy Research Association Energy Storage Special Committee/Zhongguancun Energy Storage Industry Technology Alliance CNESA Global Energy Storage Project Library, by the end of 2021, the cumulative installed capacity of the global electric energy storage projects that have been put into operation was 209.4GW, up 9% year on year.
2) Development status of China's energy storage industry: China's installed capacity of energy storage has maintained a rapid growth trend
Driven by the substantial growth of China's new energy power generation scale, China's installed capacity of energy storage has maintained a trend of rapid growth. According to the statistical data in CNESA's White Paper on Energy Storage Industry Research over the years, by the end of 2021, the cumulative installed capacity of China's energy storage projects that have been put into operation was 46.1GW, up 30% year on year, with a significant increase over 2020.
From the perspective of new installed capacity, the new installed capacity of energy storage in China has fluctuated in recent years. In 2021, the new installed capacity of energy storage in China has exceeded 10GW for the first time, reaching 10.5GW.
5. Analysis on the competitive pattern of China's energy storage industry
Energy storage refers to the use of special technologies and devices to store energy when it is surplus and release it when it is insufficient, so as to adjust the mismatch between energy supply and demand in terms of time and intensity. At present, the domestic energy storage industry involves pumped storage, flywheel energy storage, air compression energy storage, supercapacitors, battery material links, energy storage technology providers, energy storage inverters, energy storage system integrators and other links. The representative listed companies mainly include BYD (002594), Guoxuan Gaoke (002074), Nandu Power Supply (300068), Yiwei Lithium Energy (300014), Sunshine Power Supply (300274), etc.
2) Distribution of regional energy storage market in China: Shandong Province leads the development of national energy storage market in 2021
In terms of the regional distribution of new energy storage, in 2021, China's top five provinces with new energy storage capacity will be Shandong, Jiangsu, Guangdong, Hunan and Inner Mongolia. Shandong leads the development of the national energy storage market in 2021 relying on the "shared energy storage" innovation model; Jiangsu and Guangdong continue to take the advantage of first-mover in user-side energy storage, and continue to maintain the leading edge by adding the operation of the second-phase grid side energy storage project in Jiangsu and the auxiliary service projects in Guangdong. Inner Mongolia has for the first time entered the top five of the national energy storage market due to the new energy distribution and storage projects such as the Ulanqab grid friendly green power station demonstration.
6. Development prospect and trend forecast of China's energy storage industry
According to the development status and market situation of China's energy storage industry, the product development trend of China's energy storage industry is characterized by large capacity, large-scale, safe, easy recovery and digitalization.
According to the objectives set out in the Medium and Long-term Development Plan for Pumped Storage Energy (2021-2035), the total scale of pumped storage energy production will be more than 62 million kilowatts by 2025; By 2030, the total production scale will be about 120 million kilowatts.
According to the forecast data released by the Zhongguancun Energy Storage Industry Technology Alliance (CNESA), the installed capacity of new energy storage increased significantly during the "14th Five-Year Plan" period, and the "carbon neutral" target is a huge benefit for renewable energy and energy storage industry. Taking full account of the support of various direct or indirect policies, it is predicted that the installed capacity of new energy storage in China is expected to reach 147GW (conservative scenario) and 256GW (ideal scenario) by 2030.
Although compressed air energy storage, molten salt energy storage and other energy storage technologies will also usher in hot development in the future, in general, pumped storage and electrochemical energy storage still dominate the energy storage market. It is predicted that the overall installed capacity of China's energy storage is expected to reach 267GW (conservative scenario) and 376GW (ideal scenario) by 2030.
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