Recently, the power battery giant Zhuhai Guanyu announced that its wholly-owned subsidiary, Zhejiang Guanyu, plans to invest in the construction of a new high-performance lithium-ion battery project in the Wansheng Economic Development Zone of Chongqing City. The project is expected to have a total investment of 4 billion yuan. Energy storage battery market.
According to a report by the Advanced Industrial Research Institute, an industry analysis organization, domestic energy storage battery shipments will reach 48 GWh in 2021, a year-on-year increase of 2.6 times; it is estimated that by 2026, China's total lithium battery energy storage shipments will reach 330 GWh Time. Experts pointed out that under the goal of peak carbon and carbon neutrality, energy storage has become a new blue ocean for battery companies to compete for deployment.
The market size is expected to reach one trillion yuan
It is understood that in addition to Zhuhai Guanyu, domestic and foreign power battery giants such as CATL, Honeycomb Energy, Xinwangda, EVE, Manly Battery are also deploying energy storage battery related fields.
By 2025, the new energy storage will enter the stage of large-scale development from the initial stage of commercialization, and will have the conditions for large-scale commercial application. The innovation capability of new energy storage technology has been significantly improved, the level of autonomy and controllability 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.
By 2025, the new energy storage will be transformed from the initial stage of commercialization to large-scale development, the market environment and business model will be basically mature, and the installed capacity will reach more than 30 million kilowatts. In the opinion of industry insiders, the installed capacity target is close to 10 times the current new energy storage capacity. Everbright Securities predicts that by 2025, my country's energy storage investment market space will reach 0.45 trillion yuan, and it will grow to about 1.3 trillion yuan in 2030.
Form new business growth point
The industry believes that power battery companies have initially acquired product development experience in the field of consumer electronics and vehicle power batteries, and the product technology, process and quality level have also been verified by users and baptized by the market. basic conditions for entry.
Zhang Xiang, a researcher at the Automotive Industry Innovation Research Center of North China University of Technology, told reporters that the entry of power battery companies into the energy storage field can further expand their market share. "The production lines of energy storage batteries and power batteries can be shared. Many battery factories have excess capacity. As long as the production line is rebuilt, they can be used as energy storage batteries. Because power batteries are used in vehicles for mobile applications, and energy storage batteries are Fixed applications, so the technical requirements of power batteries are higher than that of energy storage batteries. In theory, the production line of power batteries can also produce energy storage batteries.”
Some people believe that energy storage batteries can better meet the needs of power battery giants to develop new business growth points in terms of diversified application needs, market size, product technical requirements and industrialization degree. "The market for consumer batteries and power batteries is basically mature and perfect, with a relatively large volume, and the market structure is basically stable. Leading companies have established industry barriers and have advantages in scale, technology, cost, etc., and it is difficult for new forces to enter. In contrast, the energy storage battery belongs to the newly developed sunrise industry, it is still a blue ocean, and there are more market opportunities." Zhang Xiang pointed out.
in the early stages of development
Although the prospects are broad, for power battery companies, there are both opportunities and challenges to enter the field of energy storage. As the demand for energy storage batteries gradually increases, how to improve the safety of energy storage batteries and reduce the occurrence of accidents will become a problem that the entire industry needs to solve. The number of cells in an energy storage power station is much larger than the number of cells in the vehicle power battery pack. In this case, the cells with a low probability of catching fire will form a super-large system when the number of cells is too large, and the probability of the entire power station catching fire will increase. sharp increase.
"There are many technical routes for energy storage batteries, but the market has just started, and the national policy has not clearly supported which kind of technical routes. For example, now it is clear to support lithium iron phosphate batteries in power batteries, but the first two years are to support ternary lithium batteries. Zhang Xiang pointed out, "The energy storage battery market is in the early stage, and different technical routes and different production processes have emerged in the market. Everyone is exploring and studying which is the most popular in the market, with the lowest cost and the best economic benefits."
