According to media reports, it was 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 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.
Under the background of “carbon neutralization”, due to the instability of photovoltaic, wind power and other new energy power generation, problems such as abandoning wind and light arise, which is also a severe test for the consumption capacity of the power grid. The installation of electrochemical energy storage for new energy power generation can effectively stabilize, absorb and smooth the output of new energy power generation. Debang securities analysis points out that it is expected that by 2025, the new installed capacity of lithium energy storage in China’s power system is expected to reach 64.1gwh, and the total market space during the 14th Five Year Plan period is about 230 billion yuan.
According to the theme database of financial Associated Press, among the relevant listed companies:
The joint venture Shenzhen Kstar Science & Technology Co.Ltd(002518) and Contemporary Amperex Technology Co.Limited(300750) mainly layout the new energy storage business, including energy storage system PCS, special energy storage pack, optical storage and charging products, and create an overall solution for optical storage and charging in combination with the company’s existing photovoltaic and charging business.
Shandong Sacred Sun Power Sources Co.Ltd(002580) successfully developed and improved a full range of communication standby and household energy storage standard product modules and systems of lithium battery 48v10ah-200ah.
