Heavy new energy storage scheme introduced, lithium battery related enterprises welcome large-scale commercialization opportunities
2022-02-23
The long-awaited new energy storage plan was finally released. On February 22, the implementation plan for the development of new energy storage in the 14th five year plan (hereinafter referred to as the plan) recently issued by the national development and Reform Commission and the energy administration proposed that by 2025, the new energy storage will enter the stage of large-scale development from the initial stage of commercialization and have the conditions for large-scale commercial application. The innovation ability of new energy storage technology has been significantly improved, the independent and controllable level of core technology and equipment has been greatly improved, and the standard system has been basically improved. The industrial system is becoming more and more complete, and the market environment and business model are basically mature. On the same day, Shandong Provincial Energy Bureau issued the notice on the collection of energy storage demonstration projects in 2022 (hereinafter referred to as the notice), specifying that the collection scope of energy storage demonstration projects in 2022 will be further expanded, extended and expanded on the basis of 2021, covering lithium batteries, compressed air, liquid flow batteries, coal power heat storage, hydrogen production and hydrogen storage and other new energy peak shaving projects, There are 6 categories in total. In fact, since last year, many places have issued relevant incentives and programs to vigorously develop energy storage. In this regard, pan Helin, executive director of the Digital Economy Research Institute of Central South University of economics and law, told the Securities Daily that there are many subdivided areas in the energy storage field, such as the energy storage demand of power grid, the energy storage demand of enterprise energy management and the energy storage demand of distributed energy network. Generally speaking, water storage and energy storage is the current mainstream power grid energy storage mode, but its loss is large, and the energy storage mode is relatively extensive, which is not suitable for the distributed energy network under the energy structure of photovoltaic and wind power in the future. Everbright Securities research report pointed out that at present, energy storage is in a period of accelerated development, and the development of energy storage at home and abroad has increased significantly. It is expected that the growth rate of energy storage industry will exceed 100% in 2022. "The plan is generally favorable for the development of lithium battery energy storage. As the best energy storage mode supporting wind power generation, lithium battery energy storage is expected to develop rapidly in the next few years." Moke, chief analyst of real lithium research, told the Securities Daily that there should be some specific and operable policies and measures introduced one after another. Vigorously developing energy storage is a key link in energy transformation. Compared with other energy storage methods, electrochemical energy storage has higher energy density and conversion efficiency, more flexible scene application and construction cycle, more mature industrial chain supporting and greater growth potential. Among them, the above notice specifically mentioned that the lithium battery energy storage peak shaving project takes the lithium battery as the main energy storage element, the project access voltage level is 110 kV and above, the power is not less than 50000 kW, the continuous charging time is not less than 2 hours, and the AC side efficiency is not less than 85%. By 2025, the scale of energy storage facilities in the province will reach about 5 million KW. According to the white paper 2021 on energy storage industry research, by the end of 2020, the cumulative installed capacity of energy storage projects put into operation in China was 35.6gw, including 3.9gw of other new energy storage projects. Among them, the cumulative installed capacity of lithium-ion battery is 2902.4mw. It is worth mentioning that the above plan also highlights that by 2025, the performance of electrochemical energy storage technology will be further improved and the system cost will be reduced by more than 30%. Many analysts said that in the past two years, with the large-scale production of lithium-ion batteries, the production process has been continuously improved, and the unit production cost has continued to decline. At present, lithium ion battery has become the mainstream electrochemical energy storage technology. With the development of new energy vehicle industry, lithium battery enterprises are also constantly laying out the field of energy storage. Not long ago, LG energy solution, the global leader in lithium battery, officially acquired 100% shares of NEC energy solutions (nec es), a US energy storage system manufacturer of NEC, and will establish a new legal person "LG new energy vertech" to enter the energy storage system integration market. LG energy revealed that the global energy storage system market is expanding, and more and more customers have proposed to battery manufacturers that they need energy storage system integration solutions. In the future, the company will independently build a large-scale energy storage system, which will no longer be subject to the problem of battery supply and respond to customer needs in a more timely manner. From the domestic market, the leading lithium battery enterprises represented by Ningde era are also vigorously developing energy storage, and many related companies are working together in the field of energy storage near the "thigh" of Ningde era. In this regard, pan Helin believes that in the long run, there are great opportunities for energy storage enterprises, especially those related to lithium batteries. There are also some opportunities in other fields, such as sodium ion batteries and compressed air energy storage. However, it is expected that lithium batteries will still be an important choice in the field of energy storage for a long time in the future. "The plan mentioned the development plan and future goal of electrochemical energy storage. The lithium battery industry has great development space, which is very good for relevant enterprises." Zhang Xiaorong, President of the deep science and Technology Research Institute, told the Securities Daily. (Xinhua News Agency)
Edit：He Chuanning Responsible editor：Su Suiyue
Source：Securities Daily
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