The energy storage market has entered the fast lane of development, and the cost of chemical energy storage continues to decline.
In 2017, the energy storage market has entered the fast lane of development, and the cost of chemical energy storage continues to decline. Domestic chemical energy storage mainly includes two technical routes of lead carbon and lithium electricity. At present, the energy storage cost of lead carbon batteries has been reduced to commercial applications. , is in the stage of project development.
Benefiting from the development of new energy vehicles, the technological progress and cost reduction of lithium batteries are accelerating, and lithium storage energy is moving towards commercial application. The comments issued in March 2017 clearly stated the strategic positioning of energy storage in China's energy industry, and The development stage goal of the future energy storage and four key development directions are proposed. The guidance puts forward that the targeted application will introduce targeted compensation policies. The compensation policies in some areas are expected to take the lead, and stimulate the investment and development speed of the energy storage industry.
Analysis and Forecast of China's Energy Storage Market Scale
In the future, as technology matures and costs gradually decline, the energy storage market will also be another growth point for driving lithium battery consumption. According to the latest statistics, 2017 China's energy storage output value reached 5.5 billion yuan, up 5.8% year-on-year. In 2017, the growth momentum still comes from household energy storage, grid energy storage and communication base stations. The domestic communication base station energy storage is affected by the large-scale popularization of 4G and the establishment of China Tower in 2015. The application of lithium batteries in the communication field will continue to rise. It is estimated that China's energy storage output will reach 6.5 billion yuan by 2018. By 2022, China's energy storage output will reach 13.7 billion yuan.
Statistics and Forecast of China's Energy Storage Market Size in 2012-2022
Domestic energy storage capacity is growing steadily, and downstream growth is strong
In 2016, the cumulative installed capacity of China's energy storage capacity was 24.3 GW, an increase of 4.7% year-on-year. It is estimated that by 2018, the cumulative installed capacity of China's energy storage will reach 30.4 GW, and the compound annual growth rate in the next five years (2018-2022) will be achieved. It is about 18.82%, and the installed capacity will reach 60.7 GW in 2022.
Statistics and Forecast of Accumulated Installation Capacity of China's Energy Storage in 2016-2022
Broad prospects for chemical energy storage
Energy storage technologies mainly include physical energy storage, chemical energy storage, and electromagnetic energy storage. Physical storage energy construction requires certain natural conditions and a long construction period. Electromagnetic energy storage is still in the laboratory research and development stage, and practical applications are few. Energy storage is relatively mature due to its relatively mature technology. With continuous investment in R&D and application expansion, there is still a lot of downside in cost, and it is likely to become the most promising energy storage route in the future.
Accumulated scale analysis and prediction of electrochemical energy storage
In 2016, the cumulative installed capacity of electrochemical energy storage in China was 243 MW, a year-on-year increase of 72%. It is estimated that by 2018, the cumulative installed capacity of electrochemical energy storage in China will reach 560 MW, and the average annual compound in the next five years (2018-2022) The growth rate is about 46.67%, and the installed capacity will reach 2,592 megawatts in 2022.
Statistics and Forecast of Cumulative Installation Scale of Electrochemical Energy Storage in China from 2016 to 2022
Domestic energy storage policy has been promoted, industrial investment has accelerated
In the call for comments issued in March 2017, the goal of the development stage of energy storage was put forward, and the utilization level of renewable energy was enhanced, the flexibility and stability of power system were promoted, and the level of intelligent energy use was promoted and the energy Internet was supported. The development of these four key development directions has been carried out. The guidance proposes to introduce targeted compensation policies for the application scenarios. The compensation policies in some areas are expected to take the lead, and stimulate the investment and development speed of the energy storage industry.
Industry standards established to promote the development of energy storage industry
With the development of energy storage related technologies, more and more industry standards have been established, which has greatly promoted the development of the energy storage industry. For example, the National Electric Power Research Institute led by the China Electric Power Research Institute GB/T33589-2017 Into the power system technical regulations, GB/T33593-2017 "Distributed power grid-connected technical requirements", GB/T33599-2017 "Photovoltaic power station grid-connected operation control specifications" was obtained wholesale cloth, officially implemented on December 1, 2017 The issuance and implementation of the three national standards will provide an effective basis for regulating the grid-connected operation control of photovoltaic power plants, and provide certain guidance for the technical development of the domestic microgrid and distributed power industry.
The rapid promotion and application of new energy vehicles has driven the development of the energy storage industry.
'13th Five-year' national new energy electric vehicles cumulative production and sales reached 5 million. In the situation of power batteries in short supply, BYD, Lishen, AVIC Lithium, Guoxuan Hi-Tech, Waterma and other major domestic power battery companies have released Investment expansion plan. In addition, lead battery companies represented by Mengshi Technology, Shuangdeng and Nandu Power are also investing heavily in the construction of a power lithium-ion battery production base. The annual production capacity of lithium-ion power battery cells is from the previous "car power" The 'No less than 200 GWh of the battery industry standard conditions' is adjusted to 'not less than 8 billion watt-hours'. Therefore, it is expected that lithium battery companies will usher in a new round of investment expansion. The energy storage industry will be able to develop rapidly.
