A trillion level industry is about to enter a period of rapid development and growth.
The reporter learned that the implementation plan for the development of new energy storage in the 14th five year plan (hereinafter referred to as the implementation plan) has been issued recently. The goal of the scheme is 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. By 2030, new energy storage will be fully market-oriented. This means that in the next three to eight years, China’s new energy storage industry will usher in a round of great development.
In July 2021, the national development and Reform Commission and the National Energy Administration issued the guidance on accelerating the development of new energy storage. It can be said that the planning roadmap from top-level design to specific implementation has been drawn. Enterprises with the ability to obtain orders and expand their scale are able to meet the further expansion of the market.
by 2030, new energy storage will be fully market-oriented, with a market scale of trillion yuan
the implementation plan proposes 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.
Among them, the performance of electrochemical energy storage technology is further improved, and the system cost is reduced by more than 30%; Steam extraction and energy storage of thermal power and nuclear power units rely on new energy storage technology of conventional power supply and energy storage technology of 100MW compressed air to realize engineering application; Megawatt flywheel energy storage and other mechanical energy storage technologies are gradually mature; Breakthroughs have been made in long-time scale energy storage technologies such as hydrogen energy storage and hot (cold) energy storage.
by 2030, new energy storage will be fully market-oriented. The new energy storage core technology and equipment are independent and controllable, the technological innovation and industrial level are firmly in the forefront of the world, the market mechanism, business model and standard system are mature and sound, and are deeply integrated with all links of the power system, which basically meets the needs of building a new power system and comprehensively supports the realization of the goal of carbon peak in the energy field as scheduled.
Guided by the goal of carbon peak and carbon neutralization, it is certain that more energy storage projects will be implemented during the 14th Five Year Plan period, and the market scale will be more than trillion yuan.
“At present, the core of the energy storage project is still the cost. It is expected to continuously reduce the cost and gradually grow in the development.” Du Hong, deputy general manager of Beijing beibian microgrid Technology Co., Ltd., said in an interview with reporters.
The reporter noted that “reasonably dredging the cost of new energy storage” has become an important item of the implementation plan, and put forward a series of policy means. For example, increase support for “new energy + energy storage”. In areas with high proportion of new energy installed capacity and high pressure of system peak shaving operation. Actively guide new energy power stations to allocate new energy storage in a market-oriented manner.
strengthen technical breakthrough, sodium ion battery, new lithium ion battery, hydrogen (ammonia) energy storage “all inclusive”
The reporter noted that strengthening technological research and building a new energy storage innovation system is the “must kill technology” of this round of industrial development.
The implementation plan proposes to strengthen the research and development of key technical equipment. For example, carry out research on key core technologies, equipment and integrated optimization design of sodium ion batteries, new lithium-ion batteries, lead-carbon batteries, liquid flow batteries, compressed air, hydrogen (ammonia) energy storage and hot (cold) energy storage, focus on energy storage technologies such as superconductivity and supercapacitor, and develop and reserve liquid metal batteries, solid-state lithium-ion batteries Metal air battery and other new generation high energy density energy storage technologies.
The implementation plan also lists the key directions for tackling key problems of new energy storage core technology and equipment in the 14th five year plan. For example, diversified technologies: Key Technologies of 100MW compressed air energy storage, energy storage technology of 100MW high safety, low cost and long-life lithium-ion battery, 100MW liquid flow battery technology, sodium ion battery, solid-state lithium-ion battery technology, high-performance lead-carbon battery technology, megawatt supercapacitor, liquid metal battery, metal air battery, hydrogen (ammonia) energy storage Hot (cold) energy storage, etc.
local governments have already made plans
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.
Experts from the energy storage industry technology alliance believe that “new energy + energy storage” has become the consensus of industry development. According to statistics, 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.
The reporter learned from Jiangsu that on February 16, Jiangsu Dafeng signed two strategic emerging industry projects in the Yangtze River Delta, with a total investment of 9 billion yuan. Atlas photovoltaic energy storage system project plans to invest 6 billion yuan to install new energy storage cells, energy storage integration, energy storage testing and other equipment and facilities. The project will be implemented in two phases. 5gwh power cells and energy storage will be built in phase I and phase II respectively. After all are completed, it is expected that the annual production capacity will reach 10gwh, the annual invoice sales will reach 20 billion yuan, and the tax will exceed 450 million yuan.
The reporter learned from Zhejiang that on January 27, the Zhejiang Provincial Development and Reform Commission issued a notice on publicly soliciting opinions on the Zhejiang electric power regulations (Draft for comments). Among them, it is proposed to encourage the coordinated development of multiple energy formats of source network load storage, strengthen energy storage planning and construction, clarify the scale and layout of energy storage development according to the demand of different regions for flexible regulation of power resources, and guide the safe and orderly development of energy storage.
In February, the development and Reform Commission of Zhejiang Province issued a notice on organizing the application for the “14th five year plan” new energy storage demonstration project. It is proposed that the new energy storage demonstration project declared by this organization will be included in the special plan for the development of new energy storage in the 14th five year plan of Zhejiang Province, with a total scale of 1 million KW. If it is confirmed as a demonstration project, a certain reward will be given. It is also understood that as of June 30, 2021, the installed capacity of new energy of Zhejiang power grid has reached 21.23 million KW, accounting for 19.6% of the total installed capacity of electricity. The maximum output exceeds 10 million KW, becoming the second largest output power supply in Zhejiang.
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.
