On July 1, Sichuan Xiexin Lithium Power Energy Storage Material Project with an annual output of 360000 tons of lithium iron phosphate was officially put into operation in Renshou Jingkai District, Meishan.
The project is the only lithium iron phosphate project using physical dry process in the industry, which will be constructed in three phases, and the overall project will reach full production in the first half of next year.
, Another big Xiexin
's energy storage business can be traced back to the construction of the largest user-side lithium energy storage demonstration project in Jiangsu Province in 2017. Under the background of the current development of optical storage integration, Xiexin Integration is accelerating the "photovoltaic + energy storage" two-wheel drive strategy and striving to build the second growth curve.
In the annual report of 2022, in the 2023 operation plan formulated by Xiexin Integration, the goal of energy storage business is to develop large-scale energy storage, household industrial and commercial energy storage business, and energy storage business has become a new growth pole of performance.
On July 4, the day when the GCL Renshou Project was put into operation, the official website of GCL said, "If energy storage is prosperous, new energy will be prosperous; if energy storage is strong, the new power system will be strong.". "The chairman of Xiexin Group has made a bold statement that in the future, Xiexin will base itself on new lithium-ion materials , boost energy storage into the era of parity and even low price, and support the construction of a new power system.".
It can be seen that the energy storage sector has become the key business sector of Xiexin Group in the future, and is highly expected.
Jinko
Energy Jinko Energy's energy storage track mainly starts from batteries.
From the end of 2020, Jingke Energy began to lay out energy storage business on a large scale. At present, in addition to Zhejiang Haining Energy Storage Battery Project, Jingke Energy is also preparing to build energy storage battery capacity.
In addition, based on different application scenarios, Jingke Energy has recently launched three energy storage product solutions, namely, household energy storage, industrial and commercial energy storage and source-side energy storage.
JinkoSolar executives said in May 2023 that JinkoSolar would operate energy storage as an important business as components in the future. " Energy storage is one of the key points in the next stage of Jinko Energy's layout.". The energy storage plate
of Jingao Science and
Technology starts from system integration. Since
2021, Jingao Science and Technology has promoted the "one body, two wings" strategy and increased investment in downstream photovoltaic applications, including photovoltaic power plants, BIPV and energy storage business. The company has also set up an energy storage center, which uses independent research and development mode to develop outdoor cabinets and prefabricated cabin energy storage systems for customers in industrial and commercial and source-side scenarios. Cooperative R & D mode is adopted to develop household battery system, optical storage system and energy storage system series products for overseas household users.
At this year's SNCE Photovoltaic Exhibition, Jingao Intelligent Energy brought three series of new products, including household energy storage system, industrial and commercial energy storage system, and source-side energy storage system.
Trina
Solar Trina Solar has always attached great importance to the development of energy storage business, and established Trina Energy Storage Company as early as 2015. In 2021, Tianhe Energy Storage determined the main channel of product and market positioning around the new power system, thus gradually defining the strategic positioning of "core energy storage products and solution providers ", and began to make real efforts to the energy storage sector, and officially launched the self-developed battery core in 2022.
In 2022, Tianhe's energy storage business ushered in great development. According to the company, the domestic shipments of energy storage products in that year exceeded 1. To achieve the fourth domestic and sixth global market structure
of China's energy storage integrators , Gao Jifan, chairman of the board of directors of Solar Energy, once said, "Our goal is to enable energy storage to have a life span of more than 30 years." And the life of photovoltaic can be synchronized.
Dongfang
Risheng lays out the energy storage track through its subsidiary Shuangyili Energy Storage. In 2017, Dongfang Risheng began to lay out the photovoltaic field, and set up the energy storage business department in 2018, and quickly entered the energy storage business through the acquisition of Shuangyi New Energy .
In 2022, the cumulative global shipments of Shuangyili Energy Storage exceeded GWh, with a year-on-year growth rate of over 500%. Among China's energy storage integrators, Shuangyili ranked eighth in the world and fifteenth in China in terms of shipments in 2022. In January this year, Dongfang Risheng announced the construction of a 10g Wh energy storage system in Ninghai, Zhejiang. Atlas 's energy storage business dates back to 2015, entering the energy storage market through the acquisition of Sharp's U.S. energy storage business subsidiary . The veteran photovoltaic + energy storage leader, Atlas, built the first energy storage power station in Canada in 2018.
In 2022, the total annual shipments of Atlas Energy Storage System reached 1.79 GWh, doubling the previous year, and the revenue of large-scale energy storage business reached 34. As of March 31, 2023, the total reserve of Atlas Group's global energy storage projects was 47 GWh. Overseas, it has become the second largest energy storage system integrator in the world after Tesla , ranking first in the world.
2022, the National Development and Reform Commission and the National Energy Administration issued the "14th Five-Year Plan for the Development of New Energy Storage", pointing out that by 2025, the new energy storage will enter the stage of large-scale development from the early stage of commercialization.
In addition, Henan, Guangdong, Jiangsu, Beijing and Shanghai have also introduced plans to speed up the development of new energy storage, with more than 600 projects in 2022 alone. With the support of
national and local policies, the energy storage industry has also witnessed great development. 2023 is known as the first year of the outbreak of "new energy storage".
According to the statistics of Energy Storage Branch of China Chemical and Physical Power Industry Association, the industrial scale of new energy storage will break through the trillion mark by 2025, and it is expected to be close to 3 trillion yuan by 2030. Some insiders predict that the past three years are the strategic window period of the energy storage market, and whoever runs fast and well will be able to occupy a place in the future energy storage market. Since
this year, many enterprises in various links of the new energy industry chain have announced the layout of the energy storage sector, and even Ningde Times and Tesla want to get a share. In the vigorous expansion of energy storage production, the development of energy storage business of photovoltaic enterprises has gained the first-mover advantage of the right time, the right place and the right people.
Photovoltaic enterprises are born with almost the same market and channel resources as the downstream of the energy storage industry chain. At the same time, the integrated layout of photovoltaic and storage projects is the trend of the times, and the integrated solutions provided by photovoltaic and storage enterprises can better occupy the competitive advantages of cost and market.
Overlapping user groups, similar marketing strategies, coupled with the same team of technical talents, make it a "homeopathic" choice for photovoltaic enterprises to extend the layout of energy storage and realize the integration of photovoltaic and storage, attracting more photovoltaic enterprises to compete for "storage" across borders.
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