The global energy structure is gradually transforming to a low-carbon form, and the energy crisis in some regions has accelerated the development of renewable energy, especially wind power, photovoltaic and other intermittent renewable energy has become the main energy storage in the world. In recent years, the trend of steady growth.In 2021, China added 53,000 megawatts of newly installed photovoltaic capacity globally, ranking first in the world for nine consecutive years. In terms of newly installed wind power capacity, China reached 47.57 million kilowatts, maintaining the second highest installed capacity.In the first half of 2022, China added 54.75 million kW of renewable energy power generation, accounting for 80 percent of the country's new installed power generation capacity. Among them, hydropower increased by 9.41 million kw, wind power increased by 12.94 million kw, photovoltaic power increased by 30.88 million kw, biomass power increased by 1.52 million kW, and the relevant documents also clear that by 2025, the installed scale of domestic energy storage reached 30GW. It is estimated that the energy storage market space will reach 0.45 trillion yuan in 2025 and grow to 1.30 trillion yuan in 2030.Market share corresponds to capital share. Undoubtedly, energy storage, as an important part of the electricity market, plays an increasingly important role, especially in the environment where the proportion of new energy power increases year by year, it has become a consensus to vigorously develop energy storage.On November 22, Energy Storage Development Co., LTD., wholly owned by Ningde Times, was established. Its business scope includes power generation business, transmission business, power supply (distribution) business and energy storage technology services, etc. Its energy storage business has gradually developed into the second growth curve of Ningde Times' performance, and its proportion in Ningde Times' revenue composition has been increasing. Mega investment track is on the horizon.According to incomplete statistics, at present, there are 293 listed companies related to energy storage in Ningde Times, among which 26 projects related to energy storage battery and power battery manufacturing have been expanded this year, with A total investment of over 290 billion yuan.Affected by this, the major new energy-related enterprises will certainly not let go of this "big cake", who will become the energy storage industry dark horse, we wait and see!
After the leapfrog development in recent years, wind power, photovoltaic power generation in engineering design, construction, equipment manufacturing and other fields are located in the front of the world, there is no problem that troubles its own development, but in recent years the industry has been faced with the serious restriction of insufficient peak load capacity of the power system.For example, the whole country has realized global logistics. We can buy things anywhere in Beijing or Nanjing, but electricity is not available, and the barriers between provinces are very serious. Even if Yunnan's hydropower is only 0.13 yuan/KWH, it can't be sold anywhere else.To solve this problem, energy storage technology seems to be the only solution.Energy storage is an important component and key supporting technology of smart grid, energy system with high proportion of renewable energy and energy Internet. Its industrial chain is divided into upper, middle and downstream links.Upstream includes battery management system, energy management system, battery core, energy storage converter and energy storage components. Related listed companies include Sunshine Power Supply, Zhongtian Technology, BYD, Jinlang Technology; The midstream includes mechanical energy storage technology, electrochemical energy storage technology, thermal energy storage technology and energy storage battery. Related listed companies include Huayang Stock, Ningde Times, Yiwei Lithium Energy, Nandu Power, Capital Hang High-tech, etc. The downstream mainly includes the application side of power generation side, power grid side and user side. The related listed companies include Huaneng International, Goldwind Technology, Tebea Electrician, etc. From the data disclosed in the semi-annual report, many companies achieved high growth in the semi-annual report, and the net profit of Deye Share and Shengyang Share doubled.According to different application fields, it can be divided into pre-sheet energy storage and post-sheet energy storage. Pre-sheet energy storage can be divided into power side energy storage and power grid side energy storage, which belongs to the investment project of electric power engineering. The energy storage behind the table includes industrial and commercial energy storage and household energy storage, among which the household energy storage is mainly used in the home scene, showing certain characteristics of electrification, that is, household storage.A household energy storage device can simply be thought of as an oversized power bank, with several batteries connected to a controller at one end and an inverter connected to the power grid at the other. Such devices can be charged during periods of low electricity prices and used during periods of high prices or power outages, thus reducing peak loads and filling valleys.With the construction of the global new power system, energy storage construction will enter the climax. It is estimated that by 2025, the installed capacity of the global energy storage market will reach 661.3GWh, and the newly added installed capacity market will reach 1,006.23 billion yuan. China, the United States, and Europe will be the main force of the installed capacity of energy storage in the world.Both energy storage industry chain and application field are deeply influenced by the energy storage system.The system is composed of a battery, electrical components, mechanical support, thermal management system, two-way energy storage converter, energy management system and battery management system. Battery life is very important for the energy storage system and the key technology to determine the battery life is the innovation of energy storage materials.At present, lithium-ion batteries are mainly used. The energy density, cycle performance, multiplier property, and other electrical properties of lithium-ion batteries mainly depend on the electrode materials of batteries. In the material cost composition of lithium batteries, electrode materials account for about 45% ~ 61%, while the electrode material cost of supercapacitors accounts for more than 70% of the whole material cost. Therefore, the market value of Ningde Times, which has lithium batteries, has been close to 2 trillion yuan. In fact, silicon-based materials have such outstanding energy storage potential that the lithium storage capacity of silicon-anode batteries can be more than twice that of current graphite-anode lithium batteries, equivalent to nearly two times the energy density of batteries.However, graphene is of better quality. Its excellent mechanical and physical properties make it the most ideal energy storage material. Its base electrode material is a key technological route to improve the theoretical capacity of lithium-ion batteries and solve the low energy density of supercapacitors. At the same time, the electron mobility of graphene is much higher than that of silicon-based materials, and the performance of graphene is at least 10 times that of silicon-based chips, while the power consumption is greatly reduced.At the recent China International Graphene Innovation Conference, a number of domestic companies and institutions discussed the use of graphene technology to replace existing silicon-based chips and created a graphene copper innovation consortium to tackle this technology, once successful mass production, energy storage industry may usher in a big leap forward.
In recent years, the repeated epidemic and abnormal climate have caused serious interference with the global energy supply. Combined with the superimposed impact of the Russia-Ukraine conflict and the Nord Stream pipeline explosion, the supply system of Europe, which was already in an energy crisis, has been further broken down. The price of natural gas has soared, and the electricity price in Germany has also remained high, soaring to a record level. The power rationing event of major enterprises has become more and more serious, and even directly affects the energy consumption of residents. Battery Manufacturing Capacity by Country in 2022In the Chinese market, under the comprehensive influence of various factors, the total amount of electricity consumption in the whole society climbed, according to official data, in July this year 832.4 billion kilowatt-hours of electricity consumption in the whole society, a record high in the same period, including industrial electricity consumption of 513.2 billion KWH, down 0.10% year on year, while urban and rural residents' domestic electricity consumption of 148 billion KWH, up 26.80% year on year.In terms of regional differences, Sichuan, Hubei, Chongqing, Jiangsu and other parts of China are the most serious.Against this backdrop, what else can be done but cut the power?Energy storage, as its name suggests, is the storage of power generated by a plant during off-peak periods and the release of it during peak periods. The grid is balanced in real-time by charging and discharging, similar to a large "power bank".This plan was put forward as early as in the bidding of the photovoltaic power station project in Shandong in 2020: the energy storage configuration scale should be considered as 20% of the installed capacity of the project, and the storage time should be 2 hours!Faced with this forced allocation, many people came out against it. The reason for the objection is mainly considering the cost. For example, Liu Hanyuan, chairman of Tongwei Group, put forward the reason during the two sessions in 2021. Even if the relatively cheap lithium battery scheme is adopted, the storage cost still reaches about 0.44 yuan/KWH, and the electricity price of photovoltaic power generation is almost 0.38 yuan/KWH, which is equal to the cost of coal power.Considering the depreciation and maintenance costs of energy storage equipment, especially photovoltaic power generation and wind power generation, it is very vulnerable to the influence of day and night, temperature difference, seasons and so on. When conditions are good, it is not enough. When conditions are good, it is not enough to use up and save, which directly leads to wind + energy storage, photovoltaic power generation + energy storage.If so, really abandoned!By the end of 2021, the value of the country's abandoned to wind and light power online reached 10 billion yuan, which is like throwing bundles of money into a fire. It took the global energy crisis to really pull it back to the center of the track.
Dear Customers: Thanks for your concern and care for such a long time. According to the production arrangement, our company has made a holiday plan for this coming holiday: Spring Festival: Jan 21st - Jan 27th Resume normal work from Jan 28th If you have any demand during this holiday, please contact us freely, we will do our best to cooperate with you. It will be appreciated if your announcement about holidays could be informed. Happy Spring Festival! Thank you very much!Shanghai Green Tech Co.,Ltd.，the professional Manufacturer of graphene supercapacitor batteries for 20+years！