Compressed air storage heat storage device internationally leading commercialization or acceleration (list of concept stocks)

Our reporter Ren Shibi According to the Institute of Engineering Thermal Physics of the Chinese Academy of Sciences, recently, Zhangjiakou International, Hebei Province, the first 100MW -level advanced compressed air storage energy demonstration system heat storage device passed a third -party test with CNAS qualification. The heat storage efficiency of 8 hours of insulation is 98.95%, and the heat storage efficiency of 16 hours of insulation is 98.73%, which is the highest efficiency of the current compressed air storage heat storage device and reached the international leading level. In response, Liu Jixin, assistant to the Rongzhi Investment Fund manager interviewed by the Securities Daily, said that energy storage as a strong support for the realization of high -proportion new energy consumption will also benefit from the vigorous development of landscape power generation. With the support of continuous rise in energy storage demand, compressed air storage has been regarded as one of the most potential energy storage technologies due to low cost, high efficiency, environmental protection, and large -scale energy storage. Recently, air energy storage has once again achieved technological breakthroughs, and the efficiency has been improved again, which will further enhance the demand for air energy storage market and promote the development of the air energy storage industry. The policy has continued to increase the air energy storage industry of the air. Since the beginning of this year, the policy has continued to increase the air energy storage industry. In March 2022, the "Fourteenth Five -Year Plan" New Energy Storage Development Implementation Plan issued by the National Development and Reform Commission and the State Energy Administration proposed that by 2025, the new type of energy storage will enter the stage of large -scale development from the beginning of commercialization, and it will have large -scale commercial business. Application conditions. The innovation capacity of new energy storage technology has improved significantly, the independent and controllable level of core technology and equipment has been greatly improved, the standard system is basically improved, the industrial system is becoming increasingly complete, and the market environment and business model are basically mature. Among them, the 100 MW -level compressed air storage technology realizes engineering application. In August 2022, the "Accelerating Power Equipment Green Low -Carbon Innovation Development Action Plan" jointly issued by the Ministry of Industry and Information Technology and the Ministry of Finance and other five departments proposed to accelerate the development of the energy storage equipment of air storage and flywheel energy storage, and develop energy storage power stations for fire safety. Guarantee technology and equipment. Compressed air storage capacity has many advantages such as large scale, long life, low cost, environmental protection and pollution without pollution. Generally, it can be stored tens of thousands of times and has a life span of 40 to 50 years. One of the technology. At present, the efficiency of advanced compressed air energy storage systems can approach 75%, and the cost is about 5,000 yuan/kW-6000 yuan/kW. In all aspects of function, cost, life, and performance, it has basically equal to pumping. New energy storage technology that focuses on development during the fifth "period. The first two compressed air storage power stations in the world are the HUNTORF Power Station in Germany and the United States MCINTOSH Power Station. In recent years, China has accelerated the pace of compressed air storage projects. Under the encouragement of policies, multi -projects have been completed and connected. In 2021, a number of domestic compressed air storage energy demonstration projects were completed and connected: the international first set of 100MW advanced compressed air energy storage national demonstration project landed in Zhangjiakou; the Jiangsu Golden Tan project is the world's first non -supplementary combustion compressed air storage power station; Shandong Feicheng 10MW compressed air -storage and peak -storage power station project was also completed that year. Tianfeng Securities said that as of the end of 2021, my country's compressed air storage energy increased significantly increased significantly to 170MW, which was 15 times the cumulative scale at the end of 2020. Since 2021, as of September 28, many projects have been signed in the country, and the project density has increased compared with previous years. On September 24, 2022, the first international 300mW salt hole compressed air storage power station project will start construction in Shandong Fat City; on July 14, 2022, Huai'an, Jiangsu 465MW/2600MWH salt compressed air storage project feasibility study report The successful passing of the expert in Beijing marks that the project has achieved important stages of results and will enter the project implementation stage. After the power plant is completed, it will become the largest compressed air -storage power station in the world, which can achieve an annual power generation of 850 million kWh. "The commercialization of the compressed energy storage industry may be accelerated." Tianfeng Securities said that efficiency and cost have been equivalent to pumping energy. The heat storage compressed air storage does not rely on fossil fuel and high efficiency. It has begun to take large -scale commercial conditions. At present, there are a total of 19 projects that are under planning and construction in China, with a total installed capacity of 5.38GW. It is predicted that the compressed air storage capacity will reach 6.75GW in 2025 and 43.14GW in 2030. Over 70 % of the company's net profit in the first half of the year achieved a year -on -year increase in the A -share market. There were 12 listed companies involving the air energy storage business, including Jin Tingling, Oriental Electric, Keyuan Wisdom, Shaanxi Drum Power, and Lan Shizhong. Installation, Tengya Seiko, Snow Salt Industry, Fenneng and other companies. Jin Tingling has cooperated with the Chinese Academy of Sciences to develop compressed air storage projects, and completed two high -test projects in Feicheng and Bijie. The trial was successful. Together, the world has completed the development of the world's first core equipment such as air transparency and oil and gas heat exchangers of non -supplementary compressed air storage power stations. With the strong support of the policy, the performance of listed companies in the air energy storage sector in the first half of this year was better. Data from Flush Shun shows that among the 12 listed companies in the above 12 air energy storage sectors, the nine companies achieved a net profit increase year -on -year in the first half of this year, accounting for more than 70 %. Among them, three companies such as Su Yanjing, Xue Tian Salt Industry, and Lu Yin Investment have doubled the net profit of mother -in -law during the reporting period.

It can be seen that recent institutions have also begun to pay attention to the concept of air energy storage.Statistics show that in the past month, three concept stocks such as Oriental Electric, Funneng, and Shaanxi Drum Power have been given "buy" or "increase holdings" and other optimistic rating.2 times.In terms of investment opportunities in the air energy storage sector, Yuan Huaming, general manager of Huahui Chuangfu Investment, told reporters that air energy storage technology is basically mature and is in the beginning of commercialization.The operating income of enterprises is expected to increase rapidly. It is recommended to pay attention to leading enterprises with the advantages of air energy storage technology.Table: Since September, the concept of air energy storage concept stocks.

Picture | Site Cool Hero Bao Map.com

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