The energy storage order of 100 billion yuan is said to be "dare not pick up the order for the time being" in hand

19SEP

Since last year, the integration of optical storage has accelerated the development. The business reporter Li Ting and Cao Qi, a reporter of the rapid growth trend, has been the development direction of the new energy storage industry this year. The integration of optical storage is accelerating. In Ningde Times and the photovoltaic giants, the sunlight power supply determined a strategic cooperation relationship in early September, and the two sides joined hands with the global optical storage integrated market. Earlier, Ningde Times has reached cooperation with Jingke's "photovoltaic+energy storage" industry chain. "The company's energy storage project has an order of more than one billion yuan this year, but due to the cost of upstream resource costs, it is temporarily dare not pick up the order." Relevant persons of a energy storage listed company revealed to the Securities Daily reporter that the company since last year, the company since last year The integration of optical storage has grown rapidly. During the year, the company's cumulative installed capacity was two or three times that of last year. It is reported that with the rise of lithium resources, the cost pressure of energy storage enterprises has been further prominent. Lin Boqiang, dean of the China Energy Policy Research Institute of Xiamen University, told the Securities Daily that under the "double carbon" goal, it benefited from the continuous support and guidance of the policy. In words, commercial costs are still a big pain point. The gross profit margin exploration expands the GGII data of overseas markets, the new energy storage capacity of new energy storage in the first half of 2022 is 12.7GW, which is 3.7 times the year of 2021 (3.4GW); It is close to the full year of 2021. As the "king" of global energy storage battery shipments, the revenue of energy storage business in Ningde in the first half of 2022 increased by 171.41%year -on -year, and revenue was 12.736 billion yuan. In the first half of 2021, the gross profit margin of the energy storage business in Ningde Times was 36.6%. By 2022, the gross profit margin of the company's energy storage business sector dropped sharply to 6.43%, a year -on -year decrease of nearly 30 percentage points. Compared with battery companies, integrators face greater challenges. Relevant persons in the aforementioned energy storage company told the Securities Daily that although the company's energy storage sector business has attracted much attention, it is "applauded." Due to the high prices of energy storage lithium batteries, and energy storage batteries are relatively large in the integrated system, due to cost, the company's energy storage business profits are squeezed. Sunshine power has previously stated that domestic energy storage projects have low gross profit. The company will focus on overseas markets, with the goal of global market energy storage accounts for more than 20%. In Ningde Times, it reached strategic cooperation with head energy companies such as the National Energy Group, China Huadian, Three Gorges Group, and China Energy Construction; overseas has conducted in -depth business cooperation with major customers such as Nextera, Fluence, Wartsila, Tesla, Powin. Oriental Securities Research Report shows that in 2022, the demand for overseas households' energy storage users broke out. The United States, Europe, and Australia are the main market for the current energy storage of households. The new air storage system of energy storage (battery+energy storage inverters) has ushered in accelerated development. Among them, the battery cell is the core of the energy storage system, with the cost of about 45%to 50%; the cost of energy storage variables accounts for about 10%to 15%; the cost of component system (photovoltaic system) accounts for about 20%to 25%to 25% With the progress of energy storage technology and cost decline, related companies will usher in development opportunities. The scale application is that the energy storage market is now hot in the next two or three years or the outbreak period, but it has not formed a mature business model so far, which is also the "blocking point" of large -scale application of energy storage. The cost of energy storage power stations has not increased in recent years. Data show that since November 2021, the price of energy storage EPC of power stations has risen rapidly. The average price has risen from 1.1/WH to 1.8 yuan/WH in 2021 to 1.5 in the first half of 2022.5 /WH to 1.9 yuan/wh. "Affected by the rise in raw materials such as lithium carbonate, the price of battles raw materials rose, and the cost of electrochemical energy storage continued to rise." Many people in the industry said unanimously. "From the current operation of the energy storage power station, if the difference in energy storage peak valley exceeds 0.7 yuan/WH, it can achieve a certain profit. For example, the average peak valley price difference between Zhejiang Province is greater than 0.9 yuan/WH, which directly promotes the large amount of energy storage of users' side energy storage. Development, since 2022, there are as many as 18 user -side energy storage projects implemented in Zhejiang, with a scale of nearly 100MW. "He Zhuoxin, director of the Industrial Policy Research Center of the Energy Storage Application Branch of the Chinese Chemical and Physical Power Industry Association, told the Securities Daily reporter. In addition to lithium batteries, electrochemical energy storage also includes other technical routes such as sodium batteries and liquid flow batteries, but the most mature ones are still lithium battery technology routes. "Different energy storage technologies have their own advantages and disadvantages in different application scenarios. In the future, technological innovation iterative iterations are the prerequisite for large -scale application of energy storage. In the end, it is necessary to face the choice of energy storage technology lines. The route is more suitable. "He Zhuoxin said to the Securities Daily reporter. Therefore, battery manufacturers such as Ningde Times and Fenng Technology took "two legs" to walk, and at the same time, they deployed lithium storage and sodium ion batteries. Fu Neng Technology announced on the evening of September 16 that it plans to invest in the construction of a 24gWh iron phosphate battery project, relying on the existing power battery technology as the support to enter the energy storage battery market. "The company's development and industrialization projects for energy storage battery products have entered the mid -testing stage, and the project will further improve the cycle life based on the current technology. In addition, the company's sodium ion battery in the mid -testing stage can also be used for it. The field of energy storage has obvious competitive advantages in terms of cost as mainstream battery solutions.

"The relevant person in charge of Fu Neng Technology said. At present, from economic considerations, the energy storage and grid independent energy storage model of sharing and power grids have been sought after. He Zhuoxin said," Shared energy storage energy is conducive to concentrating the decentralized energy storage resources to manage and operate.The power grid conducts a unified and coordinated scheduling, which can better promote the energy storage capacity of the source, network, and lotus side to be fully released, and improve the utilization rate of energy storage resources.From the perspective of sharing energy storage in Qinghai, Shandong and other places, shared storage energy can be more flexible, such as participating in the electric spot market."" According to the "Guiding Opinions on Accelerating the Development of New Energy Storage", my country's energy storage development goal in 2025 is 30GW. Combined with the wind power installation and related plans in various provinces and cities, this goal is expected to be achieved in advance. The scale will exceed 30GW."He Zhuoxin said. Recommended reading

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Photo ｜ Bag Picture Network Station Cool Hero Production | Zhou Wenrui

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