of household energy storage in
Europe and the United States, the new energy represented by photovoltaic has witnessed rapid growth under favorable policies. With the maturity of energy storage technology and the decrease of cost, household scenarios have gradually grown into an important field of new energy applications. Especially in overseas markets, with the continuous rise of residential electricity prices, the economy of household energy storage has gradually become prominent, coupled with financial subsidies from governments, which further promotes its rapid popularization.
From the demand side, on the one hand, the rising electricity price has led to a large increase in the demand for household energy storage. Since the conflict between Russia and Ukraine, European countries have been mired in inflation and energy crisis, and energy prices have continued to rise. According to data from the Intercontinental Exchange (ICE) in London, the price of natural gas futures reached $2861.6 per thousand cubic meters on August 22, a record high for several European natural gas hubs and the highest since its operation in 1996. The supply of natural gas continues to be tight, leading to rising electricity prices. This has greatly stimulated the application of photovoltaic power generation in household scenarios, and household energy storage has also broken out.
On the other hand, the poor stability of power supply stimulates the demand of residents. In some overseas areas, communities are scattered, the cost of power grid construction is high and the follow-up upgrade is fatigue, the coordination ability of power grid is weak, especially under the influence of extreme weather, various large-scale blackouts occur frequently, and the stability of residential power supply is poor. Household energy storage can provide emergency power supply when the public power grid fails or the power supply is unstable, and improve the stability of power consumption.
From the supply side, photovoltaic has formed a relatively mature system in technology, application and other links, and has a high penetration rate in some developed overseas areas. With the transformation of photovoltaic development mode from subsidized and full grid-connected to self-driven and self-use, the demand for supporting energy storage has gradually become prominent. From 2021 to 2026, the installed capacity of households in
the United States can reach 4.9 GW/14.3 GWh
. Under the influence of epidemic and supply chain shortage, the global new household energy storage market will continue to grow at a high speed in 2021, and the installed capacity of new power energy storage projects will be 18.3GW. Year-on-year growth of 185%. Among them, household energy storage in Europe and the United States has shown an explosive growth trend with an annual doubling rate since 2021. In 2021, the installed capacity of energy storage in the United States reached 3.51 GW/10.50G Wh, quadrupling year-on-year. Relevant data show that the total new installed capacity will reach 63.4G W/202.5G Wh in 2021-2026, of which the household consumption will reach 4.9 GW/14.3 GWh. The fierce
competition among enterprises in the field of
household energy storage has created a hot market on the demand side and the supply side, and global enterprises are also accelerating the layout of household energy storage. Relevant data show that in 2021, TOP3 household energy storage suppliers are Tesla, PaiNeng Technology and BYD, accounting for 18%, 14% and 11% respectively.
In order to further highlight the economics of household energy storage in the market, in July this year, Tesla joined forces with PG & E, a California utility company, to create a new virtual power plant, offering a $2 per kWh incentive to eligible Powerwall users. It is reported that 50000 Power wall users will be eligible for subsidies. If we estimate from the market power demand and the number of Power wall users, users will get $10-60 in revenue for each power dispatch.
At the same time, in response to the rapid growth of market demand, domestic enterprises are also accelerating the expansion of production. For example, in June this year, Pineng Science and Technology accelerated the expansion of the production of batteries, and planned to raise no more than 5 billion yuan by issuing stocks to specific targets, which will be used to invest in the construction of production lines with an annual output of 10 GWh batteries and systems, related supporting facilities, headquarters and industrialization base projects and supplementary liquidity.
Another example is Goodway, the pioneer of household energy storage inverters, which introduced LynxHome F series high-voltage energy storage batteries with stacked design, which can achieve flexible combination and expansion of 6.6-16 kWh battery capacity and provide strong power for household power supply. Battery company Penghui Energy became the national energy storage battery shipment TOP2 enterprise in 2021, which previously said that the company's household energy storage products had passed the certification of Europe and Australia last year, and had received a large number of orders.
Household energy storage track "long slope and thick snow"?
The industry generally believes that this year is the first year of the energy storage market. The current growth of household energy storage has verified this statement. So, in the long run, how long will the "slope" of the household energy storage market be?
From the point of view of residential use cost, household energy storage and household photovoltaic matching are more economical. In the past two years, the penetration rate of household photovoltaic has been greatly improved. According to Infolink statistics, the penetration rate of household photovoltaic in the United States and Germany is expected to increase from 3.3% and 11.1% to 6.6% and 21.5% in 2025. At the same time, the penetration rate of optical storage integration in the United States and Germany is also increasing, from 0.25% and 2.39% in 2020 to 1.24% and 10.02% in 2025, with an increase of 4.96 times and 4.19 times respectively. The increase of
optical storage penetration rate will bring a certain development space for household energy storage. With the increase of electric vehicle and other electrical equipment, the per capita electricity consumption of residents will also increase, thus promoting the improvement of the power of a single optical storage system and bringing more room for industry growth.
At present, the global incremental market of household energy storage is mainly concentrated in Europe and the United States, represented by Germany and the United States, and its growth is driven by policy support, household photovoltaic installation and energy storage penetration. According to HIS Markit data, global household energy storage in 2020 is mainly concentrated in Germany, Italy, the United Kingdom, Japan, Australia and the United States, among which household energy storage in Germany, the United States, Japan and Australia accounts for 74.8%.
According to 2021 data, in the household energy storage market, Tesla, with its outstanding product strength and brand effect, accounts for 15% of the global household energy storage market, followed by 13% of the enterprises from China. In addition, domestic manufacturers such as Penghui Energy, Haichen Energy Storage, Sunshine Power Supply, Deye Stock, Jinlang Science and Technology, Goodway, Xinwangda, Hekang Xinneng and First Airlines New Energy are also accelerating the layout of overseas markets.
Generally speaking, a complete set of household energy storage includes the cost of photovoltaic, energy storage inverter, energy storage battery and other components, the core of which is energy storage battery and energy storage inverter. In 2021, the average hardware cost of household energy storage is about 2.8 yuan/Wh. According to the average annual cost reduction of 5% of the energy storage system, it is estimated that the market size of household energy storage in 2025 will be about 111.7 billion yuan. Since
this year, the demand for energy storage equipment in Europe has increased substantially. In order to ensure market supply, China's energy storage industry chain also responded quickly. Customs statistics show that in the first half of this year, the number of lithium-ion batteries exported from China increased by 36.8% year-on-year, while the export volume of inverters increased by 576.7% year-on-year. At present, there is a continuous shortage of small-capacity batteries for household energy storage. PV inverter manufacturers have successfully shipped energy storage inverter products through the original channels, and the price and profit have maintained a high level. Household energy storage products have become an important growth point of their future performance.
Household energy storage
, also known as household energy storage system, is similar to micro-energy storage power station, and its operation is not affected by urban power supply pressure. In the period of low power consumption, the battery pack in household energy storage can be charged by itself for use in case of peak power consumption or power failure.
Household energy storage adopts the design idea of integrated microgrid, which can operate in both off-grid and grid-connected modes, and can realize seamless switching of operation modes, thus greatly improving the reliability of power supply. In addition, the flexible and efficient management system of household energy storage configuration can adjust the operation strategy according to the power grid, load, energy storage and electricity price, so as to optimize the system operation and maximize the user's income.
On the whole, household energy storage is exquisite and beautiful, easy to install, equipped with long-life lithium-ion batteries, and combined with photovoltaic, it can provide power demand for residential, public facilities, small factories and so on. Household energy storage can be mainly divided into hybrid household photovoltaic + energy storage system, coupled household photovoltaic + energy storage system, off-grid household photovoltaic + energy storage system and photovoltaic energy storage energy management system according to different coupling modes and whether they are integrated into the grid.
It is worth noting that household energy storage can realize the integrated design of household appliances and provide power demand for smart home. Industry insiders believe that household energy storage is expected to become an important strategic household appliance product in the world. China's energy storage battery and inverter enterprises have outstanding product, cost reduction, channel and other capabilities to respond to this industry trend. It is expected that the industry will maintain high-speed growth by 2025, with high electricity price and low penetration as the core driving force.
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