China's energy storage market has entered a real sense of large-scale development.
The 2022 global energy storage industry development review and prospect seminar jointly hosted by the energy storage Committee of China Energy Research Association and Beijing Centergate Technologies (Holding) Co.Ltd(000931) energy storage industry technology alliance on the 26th issued the white paper 2022 on energy storage industry research (hereinafter referred to as the white paper). According to the incomplete statistics of Beijing Centergate Technologies (Holding) Co.Ltd(000931) energy storage industry technology alliance (cnesa) global energy storage project library, by the end of 2021, the cumulative installed capacity of power energy storage projects put into operation in China was 46.1gw, accounting for 22% of the total size of the global market, with a year-on-year increase of 30%.
According to the data, in 2021, the installed capacity of China's newly put into operation power storage projects exceeded 10GW for the first time, reaching 10.5gw, of which the newly added capacity of pumped storage was 8GW, a year-on-year increase of 437%; The new scale of new energy storage exceeded 2gw for the first time, reaching 2.4gw/4.9gwh, a year-on-year increase of 54%.
According to the conservative scenario of the white paper, the cumulative scale of new energy storage in 2026 will reach 48.5gw, the compound annual growth rate (CAGR) from 2022 to 2026 will be 53.3%, and the market will show a steady and rapid growth trend. In an ideal scenario, with the gradual improvement of the power market and the maturity of the energy storage supply chain and business model, the new energy storage is expected to stand out in the competition with the advantages of short construction cycle, low environmental impact and low site selection requirements. It is estimated that the cumulative scale of new energy storage will reach 79.5gw in 2026, and the compound annual growth rate (CAGR) from 2022 to 2026 will be 69.2%.
compressed air scale will grow by leaps and bounds in 2021
According to the incomplete statistics of cnesa global energy storage project library, by the end of 2021, the cumulative installed capacity of power energy storage projects put into operation in China was 46.1gw, accounting for 22% of the total scale of the global market, with a year-on-year increase of 30%. Among them, the cumulative installed capacity of pumped storage is the largest, with 39.8gw, an increase of 25% year-on-year, and its proportion has decreased again by 3 percentage points compared with the same period last year; The market increment mainly comes from new energy storage, with the cumulative installed capacity reaching 5729.7mw, a year-on-year increase of 75%.
According to the data, in 2021, the installed capacity of China's newly put into operation power storage projects exceeded 10GW for the first time, reaching 10.5gw, of which the newly added capacity of pumped storage was 8GW, a year-on-year increase of 437%; The new scale of new energy storage exceeded 2gw for the first time, reaching 2.4gw/4.9gwh, a year-on-year increase of 54%; In the new energy storage, both lithium-ion battery and compressed air are connected to the grid. In particular, the latter has achieved leapfrog growth in 2021, with a new operation scale of 170MW, which is close to 15 times the cumulative installed scale by the end of 2020.
According to the incomplete statistics of the energy storage special committee of China Energy Research Association / Beijing Centergate Technologies (Holding) Co.Ltd(000931) energy storage industry technology alliance (cnesa) global energy storage project library, by the end of 2021, the cumulative installed capacity of global electric energy storage projects put into operation was 209.4gw, a year-on-year increase of 9%. Among them, the cumulative installed capacity of pumped storage was less than 90% for the first time, down 4.1 percentage points from the same period last year; The cumulative installed capacity of new energy storage followed, with 25.4gw, a year-on-year increase of 67.7%. Among them, lithium-ion batteries occupy an absolutely dominant position, with a market share of more than 90%.
more technical routes to 100MW application
In terms of the regional distribution of new energy storage, new projects in 2021 are distributed in more than 30 provinces and cities across the country. Relying on the innovative mode of "shared energy storage", Shandong leads the development of national energy storage market in 2021; Jiangsu and Guangdong continue the first mover advantage of user side energy storage, and then add the commissioning of Jiangsu phase II grid side energy storage project and auxiliary service projects in Guangdong to continue to maintain the leading advantage; Inner Mongolia has entered the top five of the national energy storage market for the first time due to new energy distribution and storage projects such as Ulanqab power grid friendly green power station demonstration.
From the perspective of the distribution of new energy storage applications, firstly, it is divided into power supply side, power grid side and user side according to the access location of equipment or project. In terms of access location, the power supply side and power grid side dominated the market last year; Secondly, according to the application scenarios of energy storage projects, it is divided into 30 scenarios, such as independent energy storage, wind storage, light storage, industrial and commercial energy storage. Among them, independent energy storage and industrial and commercial energy storage ushered in great development last year. Finally, according to the types of services provided by energy storage projects, it can be divided into six categories: supporting renewable energy grid connection and auxiliary services. From the actual role of energy storage projects put into operation last year, renewable energy grid connection, auxiliary services and user energy management services are the most service types provided by energy storage projects.
From the perspective of new energy storage projects under construction, starting from 2021, China's energy storage market has entered a real scale development: of the 865 and 26.3gw energy storage projects planned, under construction and put into operation in 2021, only 7 are put into operation, but more than 70 are planned to be under construction; 100MW projects are mostly in the form of independent energy storage / shared energy storage, which has the foundation and conditions to play a system level role for the power grid in terms of volume; In addition, more technical routes are also moving towards the application of 100MW, including the grid connection commissioning and operation of the first 100MW compressed air energy storage project, and the 100MW liquid flow battery project is under construction.
energy storage industry chain investment plan has exceeded 1.2 trillion yuan
In the white paper, the ranking list of Chinese energy storage enterprises in 2021 ranks Chinese energy storage technology providers, energy storage PCs providers and energy storage system integrators according to the installed capacity of their new projects put into operation in the Chinese market in 2021. On this basis, the white paper on energy storage industry 2022 added four ranking lists: the shipments of energy storage batteries (excluding base station and data center standby batteries) in the global market in 2021, the shipments of energy storage PCs in the global market in 2021, the shipments of energy storage systems in the Chinese market in 2021 and the shipments of energy storage systems in overseas markets in 2021.
For example, among the new energy storage projects newly put into operation in China in 2021, the top ten energy storage technology providers in terms of installed capacity are Contemporary Amperex Technology Co.Limited(300750) , China national energy storage, Yiwei power, Guangzhou Great Power Energy&Technology Co.Ltd(300438) , Zhejiang Narada Power Source Co.Ltd(300068) , Haiji new energy, Lishen, vision power, China Innovation airlines and Jiangsu Zhongtian Technology Co.Ltd(600522) .
In the global market for 2021 in 2021 in 2021, the global market for 2021 in the year 2021, the top 10 energy storage technology providers in the global market in terms of energy storage battery (excluding base stations and data center backup batteries) shipments in the global market. The Chinese energy storage technology providers that rank among the top 10 in the global market for the global market in terms of the global market in the global market for the year 2021202120212021 year 20212021, the Chinese energy storage technology provider of China's top 10 in the global market in terms of the global market in terms of 20212021, among the top 10 energy storage battery (excluding base stations and data centers, data centers, and data centers and data centers, the top 10 Chinese energy storage technology storage technology providers in the global market's global market. The order of China's top 10 energy storage technology storage technology technology providers in the top 10 among the top 10 among the world's top 10 in the global market for energy storage technology storage technology, followed in the order of the following order of the following order of the following: the .
Sun Zhengyun, vice president and Secretary General of China Energy Research Association, said that with the "double carbon" east wind, the energy storage industry has ushered in an unprecedented upsurge of attention and investment. In 2021, the state and local governments issued more than 300 energy storage related policies, and the industrial chain investment plan has exceeded 1.2 trillion. New energy storage enterprises have made great breakthroughs in financing and technology, and the large-scale development of energy storage has come.
According to Liu Yafang, deputy director of the Department of energy conservation, science, technology and equipment of the national energy administration, the "14th five year plan" is a major opportunity for energy storage development. At present, the important task of the development of new energy storage is to promote the construction of a multi wheel driven development pattern of technology, market and policy. While seeing the achievements, we should also be soberly aware that the high-quality development of new energy storage still faces major challenges.
