On April 25, the energy storage application branch of China National Chemical Engineering Co.Ltd(601117) and physical power industry association (hereinafter referred to as “energy storage application branch”) will officially release the 2022 energy storage industry application research report (hereinafter referred to as the report).
On April 24, the reporter of Securities Daily learned from the energy storage application branch that, as an important content in the report, the energy storage application branch will also announce its tracking research results on the global energy storage application market at the same time. At present, it is the first in China.
According to the data provided by the energy storage application branch to the Securities Daily, by the end of 2021, the cumulative installed power of China’s energy storage market had reached 43.44gw, ranking first in the world. In 2021, China’s newly installed energy storage capacity was 7397.9mw (7.4gw); 146 new energy storage projects were added. In addition, the report predicts that the installed capacity of electrochemical energy storage in China will reach about 110gw by 2030; After 2025, the annual installed increment of electrochemical energy storage will remain between 12gw and 15gw.
In addition, according to some statistics in the report, the installed power of the global energy storage market in 2021 was 203.5gw, of which the installed power of electrochemical energy storage was 20.4gw, accounting for 10.05%. In 2021, the installed power of global electrochemical energy storage projects increased to 6847.4mw, exceeding 6Gw for the first time Typical countries in the global electrochemical energy storage market include the United States, South Korea, the United Kingdom, Australia, Japan and Germany. The installed capacity of electrochemical energy storage in these countries is 6361.7mw, 2561.2mw, 1587.3mw, 1257.7mw, 1149.8mw and 726.3mw respectively.
It is understood that China’s energy storage market has achieved rapid development in 2021 under the active promotion of national top-level policies and a series of local policies, such as the guiding opinions on promoting the development of energy storage technology and industry, the guiding opinions on accelerating the development of new energy storage, the guiding opinions on promoting the integration of power source network load storage and multi energy complementary development.
According to the statistical data of the report, by the end of 2021, the cumulative installed power of China’s energy storage market was 43.44gw, ranking first in the world. Among them, the installed power of pumped storage is 37.57gw, accounting for 86.5%; The installed power of heat and cold storage is 561.7mw, accounting for 1.3%; The installed power of electrochemical energy storage is 5117.1mw, accounting for 11.8%; The installed power of other energy storage technologies (compressed air and flywheel energy storage here) accounts for 0.4%.
In 2021, China’s newly installed energy storage capacity is 7397.9mw Among them, the installed power of pumped storage is 5262.0mw, accounting for 71.1%; The installed power of electrochemical energy storage is 1844.6mw, accounting for 24.9%; The installed power of compressed air is 191.1mw, accounting for 2.55%; The installed power of heat storage is 100MW, accounting for 1.35%. Among electrochemical energy storage technologies, the installed capacity of lithium-ion battery energy storage technology is 1830.9mw, and the power scale accounts for 99.3%; The installed capacity of lead-acid battery energy storage technology is 2.2MW; The installed capacity of liquid flow battery energy storage technology is 10.0mw; The installed capacity of other electrochemical energy storage technologies is 1.52mw.
In 2021, China added 146 new energy storage projects, including 5 pumped storage projects, 131 electrochemical energy storage projects and 120 lithium-ion battery energy storage projects.
Liu Yong, Secretary General of energy storage application branch, introduced to the reporter of Securities Daily that from the perspective of global energy storage development and application, foreign countries mainly cultivate the development environment of energy storage market through improving market mechanism and investing financial and tax support. China’s energy storage support policies are more incisively and vividly reflected in 2021. There are 275 national and local energy storage policies intensively introduced in 2021 alone. At the standard level, 230 energy storage standards were obtained. Among them, there are 68 international standards and 162 Chinese standards (including technical standards of various technologies).
It is reported that the report also focuses on the development of new long-term energy storage technology. According to the report, as the research and development direction of energy storage and reserve technology that needs the most attention at present, gravity energy storage, air battery and iron chromium liquid flow battery have their own uniqueness. It is necessary to strengthen technological innovation and development and reserve for future industrialization.
On this basis, the report analyzes and forecasts the new power system construction objectives (20212030) of the State Grid and the South grid. In terms of new energy storage, it is expected that China’s installed capacity of new energy storage will exceed 50 million KW by 2025. However, considering the safety of new energy storage, the lag of energy storage price mechanism and the shortage of new energy storage raw materials, there will be a certain lag in the probability of installed scale of electrochemical energy storage power station. In 2025, the new lithium ion storage technology will still occupy the advantage of 40gw; After 2025, considering the ambitious goal of reaching the carbon peak in 2030, the annual installed capacity of new energy power generation will maintain an average annual increment of 100gw, and the annual installed increment of electrochemical energy storage will remain between 12gw and 15gw. It is expected that the installed capacity of electrochemical energy storage will reach about 110gw by 2030.
\u3000\u3000 “After the state has put forward clear requirements for the construction of new power system, the energy storage industry needs to seriously think about how to give play to its value in building a new power system with new energy as the main body, shoulder the historical mission bravely and escort energy security. The construction of new power system is not only the need for green and low-carbon development of energy and the realization of double carbon goal, but also the need and historical process of high-quality development of energy system construction Will be unstoppable. ” Liu Yong said.
