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！
The rapid growth of industry is inseparable from the traction of market demand. For the energy storage markets in Europe and the United States, the economic demands brought about by rising electricity costs and the self-sufficiency needs brought about by poor power supply stability not only promote the large-scale application of the photovoltaic industry, but also drive the rapid development of household energy storage. However, for domestic consumers, except in a few remote areas, people can enjoy a stable, reasonably priced, even segmented electricity supply, so the demand for residential PV and energy storage systems is growing relatively slowly. However, for enterprise users, reasonable use of TOU advantage of clean energy power system can achieve the purpose of "peak cutting and valley filling" to reduce electricity costs, especially in summer and winter power supply tight areas, local enterprises can be more flexible to cope with the impact of "power limit" on production and operation. The so-called "peak cutting and valley filling" is a mode of "price arbitrage" based on the time-of-use tariff mechanism, which charges the energy storage system at the trough of the price and discharges at the peak of the price. Different application scenarios also determine the differentiation of technology, that is, the different ways of energy storage. According to the technology path classification, energy storage system is mainly divided into chemical energy storage and physical energy storage. Among them, chemical energy storage "consumes" electric energy and stores it by converting electric energy into chemical energy. The mainstream technology paths include battery energy storage and hydrogen energy storage. Physical energy storage mainly includes flywheel energy storage, pumped storage, etc. The working principle of flywheel energy storage is that under the condition of abundant electric power, the electric energy drives the flywheel to rotate at high speed, and the electric energy is converted into mechanical energy storage, but the energy storage time is short. Pumped storage uses electricity to pump water to higher ground, converting electricity into gravitational potential energy storage. Today, battery storage has a clear "position" in the market and is the darling of capital, but pumped storage has a lower cost kilowatt-hour and a higher share of the market. According to China Merchants Bank, the accumulated installed capacity of energy storage projects has reached 35.6GW by 2020, among which pumped storage energy dominates to 31.79GW. Among the new energy storage, the scale of electrochemical energy storage ranks the second, with 3.3GW. Among the electrochemical energy storage technology, lithium ion battery is the largest, with a cumulative scale of 2.9GW. In terms of cost, according to the calculation of Yingda Securities, the kWh cost of pumped storage is about 0.23-0.34 yuan /kWh, and the battery energy storage is about 0.67 yuan/KWH (in the future, sodium battery/vanadium battery is expected to drop to 0.27/0.44 yuan at the lowest level). So why is battery storage so popular? It is necessary to comprehensively consider the popularization of energy storage and large-scale construction after the initial application of photovoltaic. On the one hand, limited by the energy storage environment, pumped storage can hardly meet the increasing demand for energy storage. On the other hand, pumped storage is mainly used for capacity energy storage, and there is a lack of power energy storage, while battery energy storage can be taken into account. Specifically, from the perspective of initial investment cost, the construction of a pumped storage power station can cost hundreds of millions or even billions, while the scale of battery energy storage can be flexibly arranged according to the demand. In addition, there are relatively complete battery supply chains in the market at present, and enterprises among them have also entered into the energy storage circuit, further promoting the rise of battery energy storage. At present, "low-carbon" can be said to be one of the few development directions that the world can reach a consensus on. The mining and utilization of clean energy is more like a self-rescue of mankind. At present, photovoltaic, as a more stable and easily accessible clean energy, has become the main force for the replacement of global energy structure, and its supporting energy storage system is the key to determine whether the photovoltaic industry can be scaled and implemented in multiple industries. Facing the differentiated demand at home and abroad, Chinese enterprises are also exploring and polishing more efficient and low-cost solutions, which will undoubtedly become another big opportunity for China to export.
Today, the world is vigorously promoting the construction of new power systems, that is, from traditional thermal power generation to clean energy generation, also known as new energy generation. Focusing on domestic, since the establishment of the "double carbon target", the wind, the light-based new energy industry has been highly valued by the government and the capital market. However, the new energy power generation system that relies on the natural environment has great uncertainties and cross-peaks between power generation and electricity consumption. However, unlike water and gas, which can be stored through containers and transmitted through pipelines, electric energy cannot be directly stored in the form of AC current due to its energy characteristics.Therefore, a mature and efficient energy storage system is an important base for the universal development of the new energy industry, which is why the energy storage industry also "burst into the world" when the alternative development of new energy is in full swing and has received the common attention of the consumer market and the industry around the world. At the same time, the changes in the international energy situation have also brought important enlightenment to China's energy security, and urged the government to make efforts to make an "energy rice bowl in their own hands". According to the forecast of Everbright Securities, the scale of China's energy storage market will reach 0.45 trillion yuan by 2025, and about 1.3 trillion yuan by 2030. It should be noted that 2030 is only when the goal of "carbon peak" will be realized. Facing the long-term goal of "carbon neutrality", the energy storage industry still has great space for development.The energy storage Concept Index has risen more than 60% since the end of April, according to data. Of course, the best of the capital market are often closely related to the policy direction. Since 2022, the government has released a series of favorable policies for the energy storage industry. In January, the "14th Five-Year Plan for the Development of New Energy Storage" set the development goals of new energy storage. In April, the 14th Five-Year Plan for Scientific and Technological Innovation in the Field of Energy proposed to speed up the research on core technologies of strategic and forward-looking power grids, support the construction of advanced power grids that can adapt to large-scale renewable energy and distributed power grids, friendly grid-connection, two-way interaction between source and network and load, intelligent and efficient; In June, the Notice on Further Promoting the participation of New energy storage in the electric Power Market and Dispatching and Utilization pointed out that the market mechanism suitable for the participation of energy storage should be established and improved, and new energy storage should be encouraged to independently choose to participate in the electric power market, so as to give full play to the advantages of energy storage technology, improve the overall utilization level of energy storage, guarantee the reasonable benefits of energy storage, and promote the healthy development of the industry. In August, nine departments, including the science and Technology department, issued the Implementation Plan for Carbon Neutrality Supported by Science and Technology (2022-2030). The national policy emphasizes the importance of new energy storage to achieve the goal of "dual carbon" and plays a guiding role in the development of new energy storage industry. In September, the National Energy Administration issued the Notice on Organizing the Application of the first major technology equipment (set) in the Energy Field in 2022. Application directions will focus on advanced renewable energy, new power systems, safe and efficient nuclear power, green and efficient development and utilization of fossil energy, new energy storage, pumped storage, hydrogen energy and its comprehensive utilization, digitized and intelligent energy systems, energy conservation and energy efficiency improvement, etc.In addition, many local governments are further refining the construction of the local energy storage industry chains according to local conditions. According to media statistics, 48 local energy storage policies were released in June this year, mainly involving energy storage subsidies, energy storage installation planning, energy storage facility construction and other aspects.For example, the "14th Five-Year Plan" energy development plan of Jiangxi proposed to "encourage hydrogen energy, energy storage at the power generation side and other new energy utilization modes, explore the development mode of 'new energy + energy storage', reasonably determine the proportion of energy storage allocation, and improve the grid-connection friendliness of new energy and power support capacity."Futian District of Shenzhen, Guangdong Province, provides a maximum support of 0.5 yuan/kW according to the actual discharge amount for the electrochemical energy storage projects that have been connected to the grid and actually invested more than 1 million yuan. The support period for each project is 3 years, and the support for the same project does not exceed 2 million yuan.At the industrial end, as the advanced team of the new energy industry, Ningde Times began to lay out the energy storage battery business as early as 2011 and continued to increase through the establishment of joint ventures or shares. According to the financial data of Ningde Times in 2021, its total revenue was 130,356 million yuan, with a year-on-year growth of 159.06%. Among them, the revenue of energy storage system business was 13.624 billion yuan, a year-on-year increase of 601.01%, accounting for more than one-tenth of the total revenue. Not long ago, Ningde Times also signed a large contract with FlexGen, an energy storage supplier in the US, to supply advanced energy storage products of up to 10GWh. In addition to Ningde Times, BYD, Yiwei Lithium Energy and other enterprises that have accumulated in the field of new energy batteries, from big technology factories to home appliance giants and old mechanical leaders are all laying out the energy storage circuit in different ways. Midea acquired Hekang New Energy, which is mainly engaged in the new energy business, to undertake its related business of new energy storage. Sany Group has established Sany Lithium Energy Co., LTD in Changsha, Hunan Province, whose business includes battery manufacturing, sales, leasing and energy storage. Xiaomi and Huawei announced a joint stake in Beijing Weilan New Energy Technology Co., LTD. Xiaomi also announced its first outdoor power supply in September, announcing that it had "entered the race"...
It is the general trend to vigorously develop a new energy industry. At present, driven by the national strategic goals of "carbon peak" and "carbon neutrality", the development of the domestic new energy industry is expected to be further advanced in the future. The realization of the goal of carbon neutrality requires the large-scale construction of wind power, photovoltaic and other new energy sources. However, the instability and intermittently of new energy generation have raised the requirements of the power grid in terms of transmission and distribution capacity, power frequency fluctuation control and other aspects. Effective operation requires the support of new power systems, which are undergoing the change from "source-net-charge" to "source-net-charge-storage".Energy storage is expected to become the fourth fundamental element of new power systems. On the power side of the new power system, the synchronous generator will be changed to photovoltaic, wind power and other renewable energy; On the transmission and distribution side, the unidirectional power supply has been transformed into UHV DC and bidirectional transmission and distribution systems. On the power side, the single power consumption is transformed into composite multi-level power consumption. Energy storage equipment runs through the three links of power generation, transmission and distribution, and electricity consumption in the transformation of new power systems, which will usher in rapid development opportunities. In recent years, "energy" has played an important role behind several major power games in the world. As the energy crisis caused by geopolitical conflicts intensifies, coupled with the gradual onset of winter in the northern hemisphere, the relevant "winter" laws issued by European countries are not short of tough measures to restrict residents' electricity and heating conditions in winter.The Swiss government, for example, is considering requiring residents to keep their winter homes heated to no more than 19 degrees, with fines and three years in prison for violations. The move follows similar measures in Spain and Germany, which not only limit room temperatures to 27 degrees Celsius in summer and 19 degrees Celsius in winter but also require shop Windows and public buildings to turn off lights when empty at night.Undoubtedly, in the aspect of energy management, "reducing expenditure" can help people develop living habits and production mode of rational use of resources, but its practical effect is a drop in the bucket. "Open source" is the key to solving the energy crisis. In particular, the development and utilization of new energy have made great progress when countries are vigorously promoting "carbon neutrality and carbon peak".