At present, China is building a new energy system. The share of wind power, solar power and other new energy sources has been increasing. At the same time, the intermittency, randomness and volatility of these new energy sources put more and more pressure on the safe and stable operation of the power system, so it is urgent to accelerate the development of energy storage. Lithium battery energy storage is the fastest-growing technical route in the field of new energy storage in China.Its function in the power system is similar to a power bank, which can be charged or discharged according to the needs of the power system. At present, the construction of domestic wind power and photovoltaic bases directly drives the demand for lithium battery energy storage, the orders of related industries are growing rapidly, and the supply of products is in short supply.
The demand for energy storage in domestic new energy bases has doubled, and the supply of lithium battery energy storage products is in short supply
Yang Zhenhua, engineering director of a lithium battery energy storage system manufacturer in Beijing, said : At present, the upstream materials of LFP cells are in a state of tight supply balance, and the energy storage system is in short supply. The number of cells is more than 13,000. After assembly and commissioning, most of these newly produced lithium battery energy storage equipment will be shipped to wind power and photovoltaic bases as supporting energy storage facilities. When the power grid does not need it, excess wind power and photovoltaic power generation will be stored. Discharge during peak hours to improve the efficiency and stability of the power plant.
Yang Kun, executive vice chairman of the China Electricity Council , said : Lithium battery energy storage has the characteristics of fast response speed, flexible capacity configuration, less site constraints, and short construction period. It can effectively suppress the fluctuation of new energy output, and the response time is millisecond Yes, it can provide fast regulation services for the power system.
According to statistics, in the first three quarters of 2022, the installed capacity of new energy storage projects newly put into operation nationwide was 963.7 MW, a year-on-year increase of 120%, of which lithium-ion energy storage accounted for the vast majority. Zhang Jianhui, chairman of a lithium battery energy storage system manufacturer in Beijing: The number of orders and deliveries is about twice that of the same period last year. About half of them are from the energy storage systems supporting the wind and solar base, and about 40% are from independent shared energy storage. 10 % is the demand for energy storage on the user side. This year, the domestic industry scale is about 30 billion to 40 billion yuan.
European home energy storage market "blowout" domestic lithium battery companies speed up production expansion
In addition to the rapid increase in domestic energy storage market demand, overseas energy storage demand has also ushered in an explosion. Due to the high energy prices in Europe and other places, the demand for energy storage equipment for households has grown explosively. Domestic lithium battery energy storage equipment export enterprises are actively Expansion.
In an industrial park, a batch of energy storage equipment with a total value of 720 million yuan is being loaded, and will be sent overseas soon. The person in charge of the company told reporters that the demand for energy storage in the European market this year is much higher than the same period in previous years. Enterprises are currently seeing a 120% increase in average shipments compared to the first half of the year. In the workshop of this company, all production lines are at full capacity, and the production is supporting energy storage equipment for household rooftop photovoltaics. The ordering schedule has been scheduled to the end of next year.
Since the beginning of this year, energy prices and electricity prices in many European countries have continued to rise, and some overseas consumers have chosen to build their own photovoltaic and energy storage systems to reduce electricity costs. According to customs data, in the first nine months of this year, my country's total exports of lithium-ion batteries reached 34.911 billion US dollars, an increase of 83.3% year-on-year, which has exceeded all lithium battery exports in 2021.
Gu Huijuan, deputy head of the customs of the industrial park: In the first three quarters of this year, the total export value of household energy storage equipment in Suzhou Industrial Park reached 1.5 billion yuan, a year-on-year increase of 79%, especially in the third quarter, an increase of 84% year-on-year, mainly exported to the European market. Including Germany, the United Kingdom, the Netherlands, Austria and other countries.
The National Energy Administration stated that the performance indicators of various new energy storage technologies have been greatly improved, the safety prevention and control technologies and measures have been continuously improved, and the innovation and engineering demonstration of various new energy storage technologies are very active. The energy density of lithium-ion batteries for energy storage has more than doubled compared with ten years ago, and a relatively complete industrial chain has been formed; the diaphragm, electrolyte and other key materials of all-vanadium flow batteries have been localized; compressed air energy storage technology Rapid development, large-scale compressed air energy storage demonstration projects have been successively connected to the grid this year; flywheel energy storage technology has broken through the key technologies of large-capacity flywheels and high-speed motors, and has completed the design of prototype solutions and the development of key components; sodium-ion batteries are used as next-generation energy storage. It has the characteristics of low cost and abundant raw materials.
Liu Yafang, Deputy Director of the Science and Technology Department of the National Energy Administration: my country's new energy storage technology has entered the stage of commercial application from demonstration applications, and has gradually formed an industrialized system. The application scenarios are more and more diversified, and the project layout covers power generation, transmission, distribution and All aspects of electricity and electricity consumption.
Baofa Power Technology Co., Ltd. and its subsidiary BAUFAR Solar Co., Ltd. have joined forces to enter the household energy storage and portable power station market . Through the patented technology to achieve electrochemical energy storage and internal combustion engine power generation (compatible with wind&solar power generation) as one of the energy storage integrated power supply device. The device can provide energy storage in an unlimited amount and relatively quickly. It not only has the characteristics of long battery life of traditional gasoline and diesel generators, but also has the characteristics of instant supply of lithium battery energy storage, which makes the functional advantages of the two perfectly complement each other. The patented technology is about to apply for international patents in the European and American markets.