Compared with before 2015, lithium batteries have become the mainstream of domestic energy storage, especially for grid energy storage applications. At the latest, energy storage will achieve a real large-scale outbreak in one or two market segments by 2020. It is expected that by 2020, lithium storage will be realized. The total demand on the power generation side and the grid side is 8GWh.
In the past month, Ningde era, Lishen, Zhongtian Energy Storage, Kelu and so on have taken orders in the grid energy storage market, which opened up a new world for lithium iron phosphate batteries.
The high-tech lithium battery research found that in line with the national power reform and the grid group to alleviate its own power supply pressure, with the transformer side of the transmission (distribution) side energy storage, the commercial side of the consumer side of the main energy storage capacity of the grid energy storage project increased, according to this year In view of the grid energy storage bidding and implementation projects, the application of lithium battery (mainly lithium iron phosphate battery) supporting energy storage system has become the mainstream choice of the grid group, operators.
From the perspective of the entire energy storage application environment, lithium storage energy is mainly used for communication base stations, user-side peak-filling, off-grid power stations, micro-grid, rail transit, UPS, home energy storage, big data centers, etc. In the main domestic environment, the communication base station leaves the lithium battery enterprise with less market space; the UPS backup power supply has already led some lithium battery companies to lead; the household energy storage is subject to the electricity price mechanism in China, and the land intensiveness is still in the blank; the big data center The market is large, but it is still in the opening stage.
The grid energy storage project including the user side peak-cut valley, off-grid power station, micro-grid, etc. is the main breakthrough point of the current domestic energy storage outbreak. Specifically, the transformer side of the transmission (distribution) side energy storage, the commercial side of the commercial side The energy storage project is the main force and the demand is the largest. Among them, the energy storage on the electric side is mainly matched with the thermal power generation of the power grid group to carry out auxiliary services (mainly peak shaving function); the user side energy storage is a large factory in the industrial area. Or some of the first-tier cities in the senior office commercial energy storage projects.
Including the Ningde era, Zhongtian energy storage, Lishen and other mainstream lithium battery companies, the industry's unanimous judgment is: Compared to before 2015, lithium batteries have become the mainstream of domestic energy storage, especially grid energy storage applications, the latest 2020 The annual energy storage will achieve a real large-scale outbreak in one or two market segments. It is estimated that by 2020, the total demand for lithium storage energy on the power generation side and the grid side will be 8GWh.
According to the statistics of the High-Tech Research Institute of Lithium-Ion Research Institute (GGII) and related forecasts, the output of the lithium-ion energy storage market in 2017 was about 3.5GWh, a year-on-year increase of 13%. It is expected that the capacity of the domestic lithium battery application energy storage field will reach 4 in 2018. -5GWh.
At present, the lithium battery used in the energy storage end of China is mainly based on lithium iron phosphate. This time, the demand for energy storage in the domestic power grid has exploded, which will directly drive the demand for lithium iron phosphate battery. The main reasons are: First, the energy storage demand of the grid The outbreak provided a way to reduce capacity for lithium iron phosphate batteries that could not meet the new energy subsidies for new energy vehicles. Second, with the development of technology and cost in power battery companies in recent years, lithium iron phosphate batteries are compared with lead acid. Lead carbon batteries have a cost-effective advantage.
Power grid energy demand growth rate Lithium iron phosphate battery benefits
The demand for energy storage in the grid has increased the demand for domestic lithium iron phosphate batteries. At present, the domestic grid energy storage is still in the leading stage of the power grid group. In selecting lithium battery suppliers, the top lithium iron phosphate battery enterprises in China are the mainstream choice. .
It was learned from representatives of several lithium battery companies and related energy storage projects that in this year, grid power storage projects led by power grid groups (such as State Grid, South Network, etc.) replaced lithium-ion batteries with lead-acid, lead-carbon and other batteries. The application is accelerating. For example, the Jinjiang large-scale energy storage project in Fujian, which participated in the Ningde era, clearly defines the lithium battery.
In addition, as recently, Zhongtian Storage Energy participated in the bidding consortium's 42MWh Zhenjiang Eastern Power Grid (Dagang and Jianshan) two major EPC project general contracting projects; State Grid Pinggao Group fully invested in Henan Power Grid 100MW battery energy storage demonstration Engineering, Lishen won the bid for 8 sets of Huanglong transformer energy storage power station container complete energy storage equipment (9.6MW/9.6MWh). The two lithium battery companies will also be equipped with lithium iron phosphate batteries.
On the one hand, the grid storage energy market is heating up to find a way out for excess lithium iron phosphate batteries; on the other hand, lithium battery enterprises have improved their technology, and lithium iron phosphate batteries can basically meet the auxiliary services of existing grid energy storage; Lithium battery companies reduce costs, lithium iron phosphate battery unit prices decline. From the long-term economic point of view, have a comparative advantage.
According to an insider of a lithium battery enterprise energy storage division, at present, the cost of a lithium battery system invested by the company in the grid energy storage project is about 2,000 yuan (excluding labor costs), and the cost of lithium iron phosphate battery is 1.5 yuan / wh. Cooperating with the power plant to implement the peak demand, plus the subsidies for auxiliary services in various provinces and cities, the economic benefits are not bad, and the industrial and commercial peaks and valleys pure business model is ready.
The upgrade of domestic lithium battery technology in lithium iron phosphate battery technology has also been able to meet the existing auxiliary services of power plants. For example, BYD, Ningde era, Zhongtian energy storage, Lishen and other lithium battery companies have accumulated rich technology.
As a pioneer in the domestic energy storage application, BYD established its first energy storage power station in Pingshan as early as 2009, and won many power grid energy storage projects in China. Currently, the container system supporting BYD lithium iron phosphate battery is mainly used in overseas markets. For example, in the first half of this year, BYD has taken a total of 111MW container storage projects from the UK.
At present, the lithium iron phosphate battery for energy storage in Ningde era is mainly divided into power type and energy type, which can be selected according to the different scenes of energy storage application. One of the most suitable iron-lithium batteries with a cell energy density of 150Wh/kg is widely used. High-tech lithium battery was informed by insiders of Ningde era that the 2.4 billion large-scale energy storage project invested in Jinjiang, Fujian Province during the Ningde era was applied to the power grid side 110,000 volt substation, which was mainly used in conjunction with the joint dispatch of Quanzhou Power Grid to assist the local power grid peak shaving. service.
Looking at the energy storage project of the Zhenjiang Power Grid in Jiangsu Province, this is the State Grid Jiangsu Power Co., Ltd. to alleviate the power supply pressure during the summer peak period. Under the background of the original traditional thermal power unit decommissioning, it is planned to build a 101MW/202MWh power grid side energy storage project in the whole Zhenjiang area. The total investment is 687 million yuan.
According to industry insiders, the project was mainly tenderly tendered by the three major subsidiaries of the State Grid Group. In addition to the official announcement, in addition to the official announcement, the Ningde era, Lixin Energy also won the bid. (According to the various announcements) )
At the CIBF Battery Show in May, the director of Zhongtian Energy Storage Research Institute, Yucheng Uran, introduced to the high-tech lithium battery. The company's energy storage field is mainly for 50Ah lithium iron phosphate battery. The order for energy storage this year is simply too busy. The projects in Henan, Shandong and other places have all turned to energy storage and have been in full production.
The insiders of the Lishen Energy Storage Division told the high-tech lithium battery that the energy storage on the grid side has a positive effect on improving the balance regulation and safety guarantee capability of the grid. Lishen has 8 years of energy storage technology precipitation, more than 100 MWh projects. Application experience and 20 years of experience in the lithium battery industry. At the end of this year, a new generation of long-life, low-cost, high-safety energy-saving special-purpose batteries will be completed. In the future, energy storage will be combined with power and CE to form the three business segments of Lishen. , the rapid development of the power god.
The grid energy storage is driving the demand for lithium iron phosphate batteries. At present, many lithium battery companies that have signed energy storage projects are starting to work at the same time as power and energy storage capacity, and small and medium-sized lithium battery companies in the industry are looking for OEM cooperation. It is foreseeable that domestic grid energy storage will win a new market breakthrough for lithium iron phosphate batteries.
