Is the market investment prospects of the lithium-ion battery energy storage industry good?

by:CTECHi     2021-07-08

Energy storage in a broad sense includes electricity storage, heat storage, hydrogen storage, gas storage, etc. Energy storage technology is divided into physical energy storage, chemical energy storage and cutting-edge technology energy storage, which can be widely used in the field of power generation, transmission and distribution, auxiliary services, and renewable energy, as well as distributed power generation, microgrid, and demand side User fields such as management and electric vehicles.

Lithium-ion battery energy storage is currently the most feasible technical route in the development of energy storage products. Lithium-ion batteries have the advantages of high energy density, low self-discharge, no memory effect, wide operating temperature range, fast charge and discharge, long service life, and no environmental pollution. They are called green batteries. At present, the energy storage technology of lithium-ion power battery with lithium titanate as the negative electrode is becoming a hot spot for domestic and foreign development. As a brand-new field of lithium-ion battery applications, the energy storage field has attracted more and more attention and attention from the market. Lithium-ion batteries are significantly better than lead-acid batteries in terms of cycle life, rapid charging and discharging energy efficiency, and specific energy, and are equivalent to lead-acid batteries in terms of safety performance. As a new type of green and environmentally friendly battery, it will form a large scale for lead-acid batteries. Instead, it is better used in the field of energy storage.

At present, for the application of various batteries in the field of energy storage, most countries around the world have chosen lithium ion batteries, including lithium cobalt oxide lithium ion batteries and lithium manganese oxide batteries. Lithium ion battery, lithium iron phosphate lithium ion battery, lithium titanate lithium ion battery, etc. In addition to lithium-ion power batteries with lithium titanate as the negative electrode, they can be used in the field of energy storage. With the application of lithium iron phosphate cathode materials, the life and safety of traditional carbon negative lithium-ion power batteries have also been greatly improved. It can be applied to the field of energy storage.

In 2016, the demand for lithium-ion batteries in my country's energy storage market was about 3.8Gwh. By 2020, the demand for lithium-ion batteries in my country's energy storage market will reach 10.8Gwh. In the next few years, the scale of the energy storage lithium-ion battery market will grow rapidly, and it is expected to reach 33 billion yuan in 2020.

After a wave of small climaxes last year, the energy storage industry is expected to explode in 2017. From the '13th Five-Year' national strategic emerging industry development plan, the '13th Five-Year' plan for renewable energy development, the '13th Five-Year' plan for energy development, and the '13th Five-Year' plan for energy technology innovation, energy storage is used as One of the key research and development areas. In the context of the gradual clarity of policy support, many companies have begun to increase their efforts to expand the energy storage market and further explore profitable business models. Since the second half of 2016, policies have been frequently introduced. In 2017, there will be more clear subsidy policies. Energy storage is already on the eve of the market outbreak. 2017 and 2018 must be a period of intense market competition.

According to the incomplete statistics of the Zhongguancun Energy Storage Industry Technology Alliance project library, as of the end of 2015, energy storage projects (excluding pumped storage, compressed air and heat storage) were in operation worldwide. The cumulative installed capacity is 946.8MW, with a compound annual growth rate (2010-2015) of 18%. The installed capacity of lithium-ion battery energy storage projects invested globally is 356.7MW, and that of the Chinese market is 69.3MW. Regardless of the projects in operation or the projects under construction and planning, lithium-ion batteries occupy the first position in cumulative installed capacity, accounting for 38% and 83% respectively. Currently, lithium batteries are under construction and the planned installed capacity is 2.2GW. , Accounting for 83% of the total global scale, in the next 2-3 years, compared with other technologies, lithium-ion batteries will usher in explosive growth.

Currently, the development of electrochemical energy storage in my country is relatively rapid. China is dominated by lithium batteries and their development is relatively mature. Its cumulative installed capacity accounts for more than two-thirds of the total installed capacity of my country's electrochemical energy storage market. Its growth rate in the fields of frequency modulation auxiliary services, distributed micro-grids, and household energy storage Fastest. In addition, energy storage has also played a very good role in the charging and swapping of electric vehicles, such as the establishment of vehicle-to-electricity interconnection (V2G) systems, optical storage electric vehicle charging and swapping stations, and demand response charging. However, lithium battery energy storage is still in the initial stage of commercialization. Due to the high price and the disadvantages of large-scale energy storage, there is still a certain distance from large-scale popularization.

In 2016, the demand for lithium-ion batteries in my country's energy storage market was about 3.8Gwh. By 2020, the demand for lithium-ion batteries in my country's energy storage market will reach 10.8Gwh. In the next few years, the scale of the energy storage lithium-ion battery market will grow rapidly, and it is expected to reach 33 billion yuan in 2020.

Currently, the global energy storage industry revolution is further deepening. The commanding heights of the energy storage industry represent the future competitiveness of the national energy industry, and energy storage has received sufficient attention at the national level. The government has issued a variety of policies to help the development of the energy storage market. The national energy development strategic plan and the new round of power reform plans have all promoted the development of energy storage in the short and medium-term from different fields, and contributed to the development of the energy storage industry. Provides a good opportunity.

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