On February 21, it was reported that the "14th five year plan" new energy storage development plan will be officially introduced in the near future.
Affected by this, concept stocks such as Eaglerise Electric & Electronic (China) Co.Ltd(002922) , Shenzhen Envicool Technology Co.Ltd(002837) rose, while companies such as Shenzhen Kstar Science & Technology Co.Ltd(002518) , Anhui Sinonet & Xinlong Science & Technology Co.Ltd(002298) , Shandong Sacred Sun Power Sources Co.Ltd(002580) , Shenzhen Clou Electronics Co.Ltd(002121) rose.
Relevant industry insiders said that this will be another heavy policy after the national development and Reform Commission and the national energy administration put forward the goal of "the installed capacity of new energy storage will reach more than 30 million kilowatts by 2025". With the expansion of the installed capacity 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 industry development.
trillion yuan new energy storage market welcomes good
2021 can be called the year of energy storage policy. More than 200 policies related to energy storage have been issued from national to local levels, involving market transaction rules, electricity price mechanism, direct capital subsidies, construction planning and other aspects.
According to incomplete statistics, up to now, more than 20 provinces have defined the specification requirements of supporting energy storage equipment, and clearly specified the requirements of distribution and storage proportion and configuration duration.
Among them, the relevant policies issued by Zhejiang and Ningxia mentioned that the enthusiasm of new energy storage construction should be improved through subsidies; Guangdong issued the implementation plan for power purchase by power grid enterprises in Guangdong Province, and began to transmit the energy storage cost to the user side. In the context of double carbon, more energy storage policies are expected to be implemented in 2022 to further accelerate the development of the energy storage industry.
From the point of view of the introduction of the top-level policies of the state, the provinces and cities believe that Anson has become an important means to solve this problem. 2022 is a year of large-scale orders for energy storage. Enterprises that take the lead in obtaining orders are expected to occupy the first mover advantage. Enterprises with the ability to obtain orders and scale expansion are able to meet the further expansion of the market.
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.
An energy industry analyst told the Securities Daily that in addition to policy support, in the context of dual carbon, vigorously developing the energy storage industry is the general trend. The energy storage industry is in a period of accelerated development, and the energy storage development outside China is expected to increase significantly.
New energy storage refers to the new electric energy storage technology besides pumped storage, including lithium battery, compressed air, liquid flow, flywheel, sodium battery, hydrogen storage, heat storage and other ways.
"The importance of developing energy storage is that it can solve the problem of resource mismatch." Hu Qimu, chief researcher of Sinosteel Economic Research Institute, told the reporter of Securities Daily that we should vigorously develop energy storage technologies and facilities, improve the storage capacity of energy enterprises and realize the efficient utilization of resources.
Zhejiang Wanliyang Co.Ltd(002434) accelerate the construction of relevant new projects
In this context, relevant listed companies have begun to actively layout.
On February 21, Shenzhen Clou Electronics Co.Ltd(002121) said in reply to investors that the company's overseas energy storage business has spread throughout North America, Europe, Africa, South America and Asia, among which the grid level energy storage projects operating in the United States have exceeded 150mwh, and the market share is growing rapidly. The company will actively pay attention to macro policies, economic situation and industry trends, strengthen policy judgment and market research, keep up with the pace of policy adjustment, and timely adjust business strategies and product development strategies.
Eve Energy Co.Ltd(300014) also said on the investor interaction platform today that the company has been actively laying out its energy storage business, mainly focusing on the fields of power energy storage, communication energy storage and household energy storage. At present, in the energy storage business, the company has been highly recognized by high-quality customers outside China and obtained relevant test reports. It is expected that the energy storage business will develop rapidly.
It is worth mentioning that Zhejiang Wanliyang Co.Ltd(002434) subsidiary Zhejiang Wanliyang Co.Ltd(002434) energy is one of the companies that occupy the first mover advantage in the field of energy storage. It cut into the business related to the power market in 2016 and built and put into operation the first generation side energy storage station in China Southern Power Grid and Gansu Province. So far, Zhejiang Wanliyang Co.Ltd(002434) energy has put into operation four power generation side energy storage power stations, with a capacity of nearly 40mW.
WanLiYang told the Securities Daily that in addition to the power generation side energy storage power station that has been put into operation, Zhejiang Wanliyang Co.Ltd(002434) energy has signed an agreement to invest in the construction of the grid side independent energy storage power station with a total installed capacity of about 1000MW. The project is located in Guangdong Province and Zhejiang Province, and the construction of relevant projects will be started one after another. In addition, Zhejiang Wanliyang Co.Ltd(002434) energy also vigorously promotes the technical development and project cooperation with user side energy storage power stations such as factories, data centers and charging stations, and helps the power system transform to clean, low-carbon, safe and efficient.
It is worth mentioning that in January this year, Zhejiang Wanliyang Co.Ltd(002434) energy passed the recognition of high-tech enterprises for the first time. Since this recognition, it has enjoyed relevant preferential policies for high-tech enterprises for three consecutive years.
Liu Yafang, deputy director of the science and Technology Equipment Department of the national energy administration, also 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.
Zhejiang Wanliyang Co.Ltd(002434) the above people also mentioned that the company will give full play to various resource advantages accumulated over the years, promote Zhejiang Wanliyang Co.Ltd(002434) energy to continuously expand and strengthen energy storage, spot trading in the power market and other related businesses, and create new business and profit growth points for the company's future development.
