新 Battery has a new energy storage new air outlet Multiple companies to deploy related industrial chains

Green low -carbon has become a new direction of the development of many industries. In this context, the energy storage industry has ushered in rapid development, and the battery has become a new wind direction of the energy storage industry with the characteristics of safety and long cycles, and listed companies such as medium nuclear titanium white are actively deploying related fields.

In the secondary market, the concepts of "” battery "and" liquid flow battery "have become recent hotspots. For example, Pan Gang Vancanium Titanium has collected five daily limit since July, and its stock price hit a new high of 6.14 yuan/share on July 8.

In this regard, the co -director, researcher Pan and Lin of the Digital Economy and Financial Innovation Research Center of Zhejiang University International Commerce School of Business said in an interview with the Securities Daily reporter: "The 钒 battery technology is one of the new chemical energy storage technologies of chemical energy storage , The prospects are good, and the future market share will grow steadily. "

Many listed companies

Layout the battery industry chain

The full name of the 钒 battery is called full -全 oxidation and reducing liquid flow battery. It is an active substance with a circulating liquid oxidation and reduction battery. At present, commercialization is relatively mature.

A brokerage analyst told the Securities Daily that "the battery has the advantages of high stability, long circulation life, and strong expansion. It is suitable for long -term energy storage projects with more than 8 hours. , Urban Power Grid Energy, Remote Power Supply, UPS system and other fields. "

Nuclear Titanium Bai, a listed company in the field of titanium pink, issued an announcement on July 8th that the company and Weili had to sign the strategic cooperation agreement of the "Full of Lights Streaming Energy Storage Industry Chain". The chain exhibition opened comprehensive and in -depth cooperation, established long -term stable and resource -coordinated strategic partnerships, based on Gansu's long -term energy storage market in Gansu, and made positive contributions to achieving the "double carbon" goal.

The relevant person in charge of China Nuclear Titanium told reporters: "The company has the advantages of resource advantages including dilute sulfuric acid, and Weili has the core technology of the industry. The two parties will set up two joint ventures with their respective advantages. Energy storage system manufacturing, new energy and energy storage power stations are invested and developed, and the other owner of the main barrier, the manufacturing of the electrolyte, and the exploration and mining of the ore ore. "

As a resource leader in the upper reaches of the 钒 battery industry chain, Pangang Vanadium Titanium has recently been popular with funds due to the concept of "钒 battery". According to the research report issued by Shenyin Wanuo Securities, in 2021, Pan Gang Vancanium Titanium successfully acquired Pan Gang Group Xichangpu Products Technology Co., Ltd., with a product production capacity of 40,000 tons/year, ranking first in China and the world. The proportion is about 32%and 21%, respectively.

In September 2021, Pan Gang Vanadium Titanium announced that it signed a strategic cooperation agreement with Dalian Popher Rong. According to the development of the energy storage industry, the two parties discussed joint investment, built the electrolyte factories, and gradually expanded the scale of the battery industry. In the later period, according to the growth of the energy storage market, the two parties launched the production cooperation of the energy storage equipment of the battery battery in a timely manner, and the production capacity was supported by the production capacity of the electrolyte.

"Securities Daily" reporter noticed that many A -share listed companies that laid out battery -related businesses have attracted investors' attention. On the Shenzhen Stock Exchange Interactive Platform and Shanghai Stock Exchange E interactive platform, investors' questions about "钒 batteries" have reached hundreds of questions.

When interacting with investors in Shanghai, Shanghai Electric said that the company is committed to independent development of 钒 battery products, and has successfully developed a typical product 5KW/25KW/50KW electric heap, which can integrate a hundred kilowatts/MW -grade container -type full -liquid flow battery energy storage energy storage energy storage energy storage energy storage energy storage system. State Grid Yingda said that the company has landed in 2022, "New Energy Project (including Battery Energy)" of the "Hankou Railway Station's West Charging Tower on the West of Hankou Railway Station", and is currently promoting the preliminary work of other related energy storage projects. Longbai Group stated that the company's battery material research institute is currently undergoing the research and development of battery technology and reserve related technologies. In the future, it will actively promote the industrialization of the battery material according to the situation of the battery market.

In addition, in April of this year, Heide Co., Ltd. signed a cooperation agreement with Zhongli Energy Storage and China Science and Technology to jointly fund the establishment of a company to promote the development of all -round energy storage battery industry projects such as ore resource integration and high -pure pupa smelting. Anning, Western Mining and other companies also said through investor interactive platforms that the relevant business layout involves the battery industry chain.

Broad development prospects

The scale of installation will increase leapfrog

A policy released by the National Energy Administration recently opened the imagination space for the application of the battery. At the end of June, the General Department of the National Energy Administration issued the "Twenty -five Key Requirements for Preventing Power Production Accidents (2022 Edition)" (Draft for Solicitation of Opinions), which proposed that the medium and large electrochemical energy storage power stations should not be used by ternary lithium batteries, sodium sulfur sulfur, sulfur sulfur, sulfur sulfur The battery should not be used in echelon batteries.

Pan and Lin said: "池 battery is an important part of the medium and large -scale electrochemical energy storage, which can supplement the energy of power grid. In the case of uneven supply of new energy power such as scenery, it is necessary to support the energy storage equipment to improve Energy supply, not all areas have conditions to carry out water storage energy and storage energy. Therefore, chemical energy storage is a good technical supplement for distributed energy networks. "

In June of this year, the first national large -scale chemical energy storage demonstration project approved by the National Energy Administration, Dalian liquid battery storage power adjustment power station in Dalian liquid battery storage power station, is undergoing the final battery single debugging and system debugging stage. This marks a big step forward again.

Zhao Zhenyue, deputy director of the research of Sidi Co., Ltd., said in an interview with the Securities Daily reporter: "my country is rich in ore resources, and has been proven to have more than 40 % of the global reserves, and the output of ore ore accounted for more than 60 % of the global output. Rich is rich. The resource reserve provides favorable conditions for the future development of the battery industry. "" Benefiting from multiple advantages such as resources, safety, environmental protection, and policies. With the gradual landing of large -scale battery projects, the installation scale of all -round liquid flow batteries will be the scale of liquid flow battery. Realize leapfrog growth, "Zhao Zhenyue said.

According to the prediction of relevant agencies, in 2025, the new operating electrical chemical energy storage was 11.4GW, of which about 30%of the total liquid flow batteries, and the installed capacity was about 3GW-4GW. The application of 领 batteries in the field of energy storage will usher in the first stage of explosion.

Industrial scale and cost issue

Still to be resolved

In the capital market, the concepts of "” batteries "and" liquid flow batteries "have become recent hotspots, and multiple stocks involving 钒 batteries are sought after by funds. Pan Gang Vanadium Titanium has collected 5 daily limit since July; Shanghai Electric hit a phased high of 4.63 yuan/share on July 6.

Guotai Junan believes that the entire pupae flow battery industry is in the stage of importing period to a period of growth. On the one hand, the leading technical barriers of battery side and industry leaders with technical accumulation and capital advantages will maintain long -term competitiveness; on the other hand, the quality of raw material quality will be The price is the core factor that restricts the capacity of all -round liquid flow battery battery, and the industry leader with large -scale advantages and research and development capabilities will benefit.

It is worth mentioning that although the long -term development prospects of the battery industry are good, the industry exists in the bottleneck that needs to break through. At the same time, the risk of hype in the short -term market is also more prominent. State Grid Yingda has previously stated that the energy storage of all -round liquid flow battery has not yet formed a scale effect in the application field, reminding investors to pay attention to risks.

Some analysts pointed out that the biggest disadvantage of the current battery is that the initial installation cost is higher, which is more than 2 times that of lithium ion batteries. Data show that the total investment cost of the 池 battery project is concentrated from 3.8 yuan/WH to 6.0 yuan/WH, and the investment cost of energy storage lithium battery unit is close to 2 yuan/wh. Liu Jie, a researcher at British Securities, believes that the battery industry is currently in the process of shifting from the demonstration stage to commercialization. It is expected that with the advancement of technological progress, the cost will have a lot of room for decline.

Qi Haizheng, president of Beijing Tyyang Sunshine New Energy Technology Co., Ltd., told the Securities Daily reporter: "At present, it is urgent to reduce the cost of battery batteries by gradually industrialization. We must be alert to short -term hype of the capital market and avoid chasing high."

Reporter Shu Yajiang Liu Huan

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