A trillion level industry is about to enter a period of rapid growth.
China Securities News · China Securities Taurus reporter learned from industry insiders that the “14th five year plan” new energy storage development plan will be officially introduced in the near future.
The 14th five year plan is a strategic critical period for the implementation of the “double carbon” goal. According to the reporter’s incomplete statistics, up to now, more than 20 provinces have defined the specification requirements of supporting energy storage equipment, and clearly stipulated the requirements of distribution and storage proportion and configuration duration. Many insiders expect that with the expansion of the installed capacity of the scenery in the 14th five year plan, the energy storage guarantee policies in various regions will be further expanded to promote the expansion of energy storage scale and the development of the industry.
At the end of 2021, the National Energy Administration said that it would promote the large-scale development of new energy storage during the 14th Five Year Plan period and promote the organic integration and coordinated development of new energy storage and all links of new power system.
Liu Yafang, deputy director of the science and Technology Equipment Department of the national energy administration, said in public a few days ago that the “14th five year plan” is an important window period for China’s clean, low-carbon transformation and high-quality development of energy, and a rare opportunity for the development of energy storage technology and Industry. Next, we need to do a good job in four aspects: promoting the large-scale development of new energy storage, encouraging the market-oriented application of new energy storage, accelerating the improvement of new energy storage system and mechanism, and actively carrying out new energy storage technology innovation.
Chen Haisheng, chairman of energy storage industry technology alliance, believes that thanks to the drive of the national “double carbon” strategy and the development of new power system with new energy as the main body, “new energy + energy storage” has become the consensus of industry development.
Since 2021, 21 provinces have issued plans for the development and construction of wind power and photovoltaic power generation, and 14 provinces have also defined the annual scale indicators for 2021. According to incomplete statistics, the total installed capacity of “wind power + photovoltaic” power generation is 127.8gw. If the energy storage capacity is calculated by 10%, it is expected to reach about 12.78gw.
According to Everbright Securities Company Limited(601788) prediction, China’s energy storage investment market space will reach 0.45 trillion yuan by 2025 and increase to about 1.30 trillion yuan by 2030. According to the data of 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.
Anxin Securities believes that from the national top-level design to the policies issued by local provinces and cities, energy storage has become an important means to solve the energy reform. 2022 is the year of large orders for energy storage, and the enterprises that take the lead in obtaining orders are expected to occupy the first mover advantage. Enterprises with the ability to obtain orders and expand their scale are able to meet the further expansion of the market.
