A plan is “finalized”, and a trillion level industry has entered a period of rapid development and growth. The implementation plan of the national energy storage and Development Commission (hereinafter referred to as the “implementation plan of the new energy storage and Development Commission”) was officially published and issued recently.
Or affected by this, the energy storage sector is red against the market today. In the ranks of individual stocks rebounding in recent days, Zhejiang Narada Power Source Co.Ltd(300068) and other concept stocks also performed well.
by 2030, new energy storage will be fully market-oriented
market scale trillion yuan, expected
The goal of the implementation plan 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 last year, 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 at present, the planning roadmap from top-level design to specific implementation has been drawn. Enterprises with order acquisition ability and scale expansion ability are able to meet the further expansion of the market.
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 a 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.
increase the research and development of key technical equipment
Lin Boqiang, President of China Energy Policy Research Institute of Xiamen University, told reporters that energy storage technology has become the key to breaking the situation of China’s energy transformation, so we must “stand firm” in technology. 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. Including promoting diversified technology development. 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, hot (cold) energy storage, focus on energy storage technologies such as superconductivity and supercapacitor, and develop new generation high-energy density energy storage technologies such as liquid metal batteries, solid-state lithium-ion batteries and metal air batteries.
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, in terms of diversified technologies, it involves key technologies of 100MW compressed air energy storage, 100MW high safety, low-cost and long-life lithium-ion battery energy storage technology, 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.
places have already made plans
The implementation plan lists the key points of the regional demonstration of new energy storage in the 14th five year plan, including the key projects of the national energy storage development pilot demonstration zone in Qinghai Province, the innovative development of new energy storage in Zhangjiakou renewable energy demonstration zone, and the pilot demonstration of a variety of new energy storage technologies in Shandong, Hebei, Shanxi, Jilin, Inner Mongolia, Ningxia and other regions.
“New energy + energy storage” has become the consensus of industry development. According to agency 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.
Everywhere is making efforts. Previously, the development and Reform Commission of Zhejiang Province issued a notice that the declared new energy storage demonstration project will be included in the special plan for the development of new energy storage in the 14th five year plan of Zhejiang Province. The total scale of the demonstration project is 1 million KW. If it is confirmed as a demonstration project, a certain reward will be given.
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.
