On September 12, the largest single-scale user-side electrochemical energy storage power station in China was connected to the grid in Chongqing; on September 1, the National Energy Large-scale Energy Storage Technology Equipment and Application Research and Development Center was officially launched in Changsha, Hunan; On August 2, the 8th Western Energy Storage Forum was held in Xi'an. Dang Hongwei, chief engineer of Shaanxi Energy Bureau, said that by the end of the 14th Five-Year Plan, the installed capacity of new energy storage in Shaanxi will reach more than 2 million kilowatts.
This is a microcosm of accelerating the layout of the new energy storage industry, and the new energy storage has blossomed in many provinces and cities. In Chongqing, which has unique mountain conditions, the government has introduced a series of tax subsidies and preferential land use policies to increase support for new energy storage projects. In Changsha, which ranks first among the "Top Ten New Energy Storage Cities in 2022", the output value of advanced energy storage materials industry has exceeded 100 billion yuan, with 150 enterprises on the chain. In Xi'an, the "first city of new energy automobile production", the mature upstream and downstream industrial layout of new energy automobiles provides a complete supporting environment and supply chain foundation for the development of new energy storage. Up to now, nearly 30 provinces in China have issued the "14th Five-Year Plan" new energy storage planning and new energy allocation energy storage documents, and the total development target of new energy storage in each province is 78 GW, which is 2.6 times the national planning target. The new energy storage industry has become a new engine to drive the economic development of various regions.
Energy storage facilities can be commonly understood as "charging treasure", that is, "charging" when wind power and photovoltaic power are sufficient, and "discharging" in peak or extreme scenarios for the use of related industries or residents. As countries around the world pay more attention to climate change and focus on accelerating the application of green energy, new energy storage, which is highly compatible with the development and consumption of new energy, will usher in a period of rapid growth. Data from the
recent Carbon Neutral Energy Summit Forum and the Third China International Conference on New Energy Storage Technologies and Engineering Applications show that 159 energy storage projects were put into operation in China from January to June this year, including 154 new energy storage projects. The development of new energy storage industry has entered the fast lane. Compared
with traditional energy storage methods such as pumped storage, the new energy storage represented by electrochemical energy storage has the advantages of short construction period, flexible site selection and fast response speed, and the development of the industry is particularly bright. Data from the Ministry of Industry and Information Technology show that in 2022, China's new energy storage installed capacity increased by 7.3 gigawatts, an increase of 200% over the same period last year, five times that of 2021. Among them, lithium battery energy storage accounts for 97% of the total newly installed capacity, and the output of energy storage lithium battery exceeds 100 GWh. Wang Zeshen, Secretary-General of
China Chemical and Physical Power Industry Association, said: The installed capacity of new energy storage has shown explosive growth, and the total installed capacity of energy storage projects put into operation in half a year has exceeded the total of 2022. According to Liu Yong, Secretary-General of Energy Storage Application Branch of China Chemical and Physical Power Industry Association, China's new energy storage industry is about to enter an explosive period. It is estimated that in 2025, the scale of China's new energy storage market is expected to reach 70GW, and the industrial scale may exceed trillion yuan. The
new energy storage made
in China can be divided into portable energy storage, RV energy storage, household energy storage, industrial energy storage, power generation and energy storage according to the use scenarios. In recent years, driven by leisure modes such as self-driving tours and outdoor camping, consumer energy storage markets such as portable energy storage, RV energy storage and household energy storage have been continuously leveraged.
In the European market with power shortage and power limitation due to the energy crisis, the demand blowout in the consumer energy storage market is more obvious. As the world's largest producer and exporter of portable energy storage, China's orders to the European market account for a quarter of global orders. In this regard, Liu Yong pointed out that household energy storage in Europe has been in a relatively rapid development stage. At present, we have a relatively high share in the European market, the domestic household energy storage industry chain is relatively complete, the upstream and downstream linkage is relatively good, the response speed to market demand is fast, the product cycle of directional development is short, and the price also has certain advantages. According to the data forecast of
relevant institutions, the penetration rate of portable energy storage in Europe is expected to increase from 18% in 2022 to 56% in 2025, and the global market will exceed 88 billion yuan by 2026. In the view of the industry, the consumer energy storage industry is gradually entering the stage of large-scale development from the early stage of commercialization. With the development of technology, more industrial energy storage products will enter the consumer track faster.
The industrial development policy is in the first place, and the development of the
new energy storage industry is promising, and the policy level is also continuing. In January this year, the Ministry of Industry and Information Technology jointly issued the Guiding Opinions on Promoting the Development of Energy and Electronics Industry, which clearly strengthened the overall planning of the development of new energy storage industry, enhanced the supply capacity of solar photovoltaic and new energy storage batteries, supported the application of new technologies and products in key terminal markets, and strived to enhance the level of international development of the industry. On September 5, the Ministry of Industry and Information Technology and the Ministry of Finance issued the Action Plan for Steady Growth of Electronic Information Manufacturing Industry from 2023 to 2024, proposing that we should coordinate resources to increase support for lithium, sodium and energy storage industries, speed up breakthroughs in key materials, equipment and technological weaknesses, and ensure the supply of high-quality lithium and energy storage products. Promote the innovative application of "intelligent photovoltaic + energy storage" in the fields of industry, agriculture, construction, transportation and new energy vehicles.
In fact, in July 2021, the National Development and Reform Commission and the State Energy Administration issued the Guiding Opinions on Accelerating the Development of New Energy Storage, proposing that the installed capacity of new energy storage should reach more than 30 million kilowatt s by 2025 and that the new energy storage should be fully marketized by 2030. According to the statistics of Zhongguancun Energy Storage Industry Technology Alliance, from 2021 to the first half of 2023, the state and local governments issued about 1170 policies directly related to energy storage. In the first half of this year, more than 270 energy storage support policies were issued intensively.
It is reported that the Ministry of Industry and Information Technology is speeding up the formulation and revision of standards such as "Safety Requirements for Lithium Batteries and Batteries for Electric Energy Storage Systems", and will work with relevant departments to incorporate the strong standard testing of lithium batteries into the national quality inspection and assessment, so as to further promote product quality improvement.
Throughout the future, with the reduction of the cost of new energy storage and the cultivation of domestic consumer groups, the development market of exploring "new energy storage +" multi-integration application scenarios and business models is broad. As the person in charge of Shanghai Energy Enterprise Meikesheng Energy Company said, the trillion-level energy storage track has just begun. The past three years are the strategic window period of the energy storage market. Whoever runs fast and well will be able to occupy a place in the future energy storage market!
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