Explosive! The influx of battery and charging solution manufacturers, the trillion-dollar energy storage war kicked off ahead of schedule
Battery, charging scheme
With the continuous deepening of the carbon neutral strategy, new energy began to develop rapidly. At the same time, new energy sources such as photovoltaics and wind energy are also facing the problem of unstable power supply. In order to solve this problem, energy storage has begun to be put on the table, as one of the key ways to smooth the fluctuation of renewable power generation, its strategic position has been continuously improved.
In early November, China and the United States issued the "Sino-U.S. Joint Declaration on Strengthening Climate Action in the 2020s". When talking about how to reduce carbon dioxide emissions, the two countries’ plans include "Encourage the integration of solar energy, Energy storage and other distributed power generation policies that are closer to the end of the electricity use of clean energy solutions."
Favorable policies, energy storage manufacturers are rushing in
In order to further understand the current status of the energy storage market, several editors from electronics enthusiasts visited several companies to explore the current development status of the energy storage market. What is certain is that the energy storage market is indeed on fire.
According to Xinwangda staff, the domestic energy storage market has developed rapidly this year. On the one hand, it is the need for 5G communication energy storage. According to public data, about 580,000 5G base stations will be added in 2020, and a total of 718,000 5G base stations will be built by the end of 2020.
It is estimated that the demand for lithium iron phosphate batteries in 5G base stations in 2021 is expected to reach 10GWh. If the 5G base station energy consumption per station is 2700W and emergency 4h is calculated, the 5G base station energy storage market will provide 155GWh of lithium iron phosphate market demand in the future, and the market size will reach 100 billion Yuan and above.
On the other hand, the development of new energy photovoltaic and wind power technologies has driven the energy storage industry to explode. In July this year, the National Development and Reform Commission and the National Energy Administration jointly issued the "Guiding Opinions on Accelerating the Development of New Energy Storage", which clearly stated that by 2025, the transformation of new energy storage from the initial stage of commercialization to the large-scale development will be achieved, and the installed capacity will reach More than 30 million kilowatts; by 2030, realize the full market-oriented development of new energy storage.
With the fast-growing and huge market, coupled with clear policy support, it is no wonder that so many companies are coming to the energy storage industry. According to the staff of Leading New Energy, the company used to be engaged in battery cell manufacturing, and now it has also begun to enter the energy storage industry and power battery fields. It is expected to build 4 production bases across the country by next year, especially in power batteries. , Its first 1.8GWhVDA power battery production line at its Hengyang base has been put into production.
Lead Pai said that since the company is working on power batteries and energy storage batteries at the same time, it can maintain better consistency when using power batteries for energy storage in the future. And you can also choose an active air-cooled heat management system or a high-efficiency liquid-cooled heat management system according to the needs of the scene.
When talking about why they want to enter the energy storage market, Leading Paper revealed that it is mainly driven by policy factors. At present, many provinces in China require that when building new energy projects, the energy storage capacity should not be lower than that of new energy projects in principle. 10% of the installed capacity, obviously this is a huge market. Coupled with its own confidence in technology, it has become a major driving force for Leading to enter the energy storage industry.
Not only are energy storage battery manufacturers, but many charging solution manufacturers have also begun to enter the energy storage market. For example, this Youyou Green Energy, whose main products were previously used on charging piles, focused on the core components and overall solutions of charging piles, and it just entered the energy storage market this year.
According to the company's personnel, the current major advantage of Youyou Green Energy lies in the consistency of its charging modules. Regardless of whether it is a 30kW, 20kW or 15kW charging module, its specifications are consistent, which can facilitate subsequent maintenance and replacement.
Another company, Kehua Hengsheng, previously focused on UPS power supplies, has now begun to emerge in the energy storage industry. A modular energy storage converter is designed in the energy management system, which integrates the energy storage lithium iron phosphate battery, the fire protection system, and the air conditioning refrigeration system. The PCS is wall-mounted on the battery cluster, which is a PCS+ battery integration solution.
According to reports, the device has a three-level technology with a maximum efficiency of over 99%, and can operate for a long time under 110% overload. It also has a midpoint potential balance control technology, which can effectively reduce ripple voltage and increase the service life of film capacitors. . On the other hand, it is also relatively friendly to the power grid, with LVRT and HVRT functions, and strong grid adaptability.
Major manufacturers are pushing for integrated solutions for optical storage and charging
In terms of energy storage solutions, we see that many companies are vigorously promoting integrated solar storage and charging solutions. Of course, Sungrow Power, the largest manufacturer of photovoltaic inverters in China, is indispensable.
According to Sungrow, through their inverter products, solar panels can be integrated into the grid to generate electricity or connected to energy storage battery systems. For example, SG30/40CX-P2 can adapt to rural weak grids, adapt to 500W+ large components, have a wide operating voltage range, and have 4G communication modules that can transmit real-time power generation status to the charging platform, and users can monitor and trace production in real time. Power status.
There are also many applications on the ground. At present, Sungrow photovoltaic grid-connected inverters have many projects in Shandong, Hebei, and Henan in North China. According to reports, the price of a single inverter is around 8,000. But in terms of energy storage, Sungrow said that domestic energy storage applications are relatively small, and the business in this area is mainly abroad. However, there have been pilot projects for domestic solar storage and charging solutions, but they have not yet been popularized.
When talking about the difficulties in the implementation of domestic optical storage and charging projects, Sungrow revealed that the main reason is that the price of domestic energy storage batteries is relatively high and the market acceptance is low. On the other hand, due to the low price of domestic domestic electricity, the demand for household energy storage has not been high. Although the demand in industry and commerce will be higher, it still needs to be promoted in many ways at present, which may be a trend in the future. For example, this month Sungrow cooperated with a new energy company in Southeast Asia to provide an integrated solar storage solution for the largest solar storage integrated power station in Southeast Asia, with an energy storage capacity of more than 130MWh.
The integration of optical storage and charging can also solve some of the problems caused by high-power charging of new energy vehicles. As the demand for fast charging of new energy vehicles increases, the output power of charging piles is also increasing. According to the product launch time of some car manufacturers, it is expected that 480kW charging piles will begin to roll out next year. However, according to the current power distribution facilities, it is simply unable to meet the large-scale laying of 480kW fast-charging piles. In addition, the required power transmission and distribution facilities need to be greatly upgraded, and the cost required for this is unimaginable.
Infineon said that the integrated solution of optical storage and charging consists of battery cabinet, power cabinet and charging terminal. The battery cabinet is equipped with energy storage batteries for electrical energy storage. The power cabinet can also be configured according to actual needs. The electrical energy conversion module adopts a modular design, which is convenient for maintenance and increases reliability.
In terms of landed projects, Infineon said that they started to enter the energy storage market last year, and there have been some landed projects this year. Aiming at the demand for power curtailment, they are currently used more in industry and commerce. For example, in industrial parks, the grid is used to supply power and charge energy storage modules during low peak periods, and energy storage batteries are used during peak periods to reduce electricity costs and the impact of power curtailment.
On the basis of optical storage and charging, Times Nebula also added the battery online detection function. According to reports, Times Nebula’s “Optical Storage Charging and Inspection Smart Power Station” solution uses a safe, high-cycle-life lithium iron phosphate battery, and integrates photovoltaic power generation, energy storage, electric vehicle charging, and electric vehicle testing services. Through the energy management system, you can Renewable energy such as grid, photovoltaic and wind power, energy storage system and charging facilities form a micro-grid system.
Compared with other optical storage and charging systems, Times Nebula said that its added battery online detection can be stored and analyzed through cloud database, analyzed and predicted battery life through historical detection data of cars, and even can be used to detect battery type, Analysis of battery manufacturer data. For future electric vehicles, as the service life increases, battery consumption increases, and monitoring of battery conditions may be a rigid need.
