On April 9, Ningde Times released the world’s first five-year zero-attenuation and mass-scale energy storage system —— scale constant energy storage system, pressing the “accelerator button” for the large-scale application and high-quality development of new energy storage.
Shanghai Securities News reporter recently learned that the power battery manufacturers, as the representative of the “new three samples” made in China, are actively expanding the “new track” of lithium energy storage business, seeking more diversified development. Not only is the Ningde era, China Innovation Airlines, BYD and other companies are also working hard.
Yu Dongxu, director of Ningde Times Energy Storage Technology Center, told reporters that energy storage is an important business plate of Ningde era, and also an important driving force for future development. Tianheng energy storage system is another landmark practice of the company to help the energy transformation.
According to the information provided by Ningde Times, the company has solved the problem of highly active lithium metal in “zero attenuation” batteries, effectively contained the thermal runaway phenomenon caused by oxidation reaction, and realized large-scale production of 5-year zero attenuation system.
Not only is the Ningde era, ranked in the top ten domestic power battery loading volume, BYD, China Innovation Aviation, Guoxuan high-tech, Fu Neng technology and other enterprises are in the field of energy storage.
“We will have two new cell products, namely for the energy storage business.”Wu Tao, marketing director of China Innovation Airlines, told reporters that in the future, the energy storage business will account for 20 to 30 percent of the company’s business.
Industry experts say that power battery companies send energy storage to expand the new business track.
In fact, head power battery companies have already been rewarded in the energy storage business. Byd’s cumulative energy storage battery cumulative shipments have reached 40.4GWh. Wang Chuanfu, chairman of BYD, previously said that BYD will highly develop in the two directions of power battery and energy storage battery in the future, and highly combine the production capacity of car battery and energy storage battery to form a larger business space.
However, some listed power battery companies said that the energy storage battery and power battery products are still very different, Tesla has a special power series of products. In addition, there are many players in the energy storage track. In the future of some power battery capacity, the competition in the energy storage field will intensify, and the elimination of the “new track” will be very cruel.
“China’s large-scale new energy grid connection operation mainly relies on thermal power, hydropower, pumped storage and other regulatory and supporting power sources and large power grids.”Talking about the application of energy storage in the new power system, Hui Dong, chief technical expert of China Electric Power Research Institute, chairman of the National Power Energy storage Standardization Technical Committee, analyzed to reporters.
China electric power research institute, according to data provided at the end of 2023, our scenery generation accounted for 15.3%, and local scenery power accounted for more than 20%, adjust and support power gap is more and more big, the safe operation of new energy, efficient utilization of big challenges, need high proportion of flexible resources and active support resources to deal with.
“Many energy storage projects are seen better profitability.”Huidong said that in 2023, China will introduce a number of policies on industrial and commercial energy storage, among which subsidy policies including discharge subsidies, capacity / power subsidies and investment subsidies, subsidy policy has become another powerful means to promote the development of industrial and commercial energy storage after peak and valley arbitrage.
Huidong believes that the comprehensive potential application demand of new power system, from the next 10 to 15 years, can better adapt to a variety of application scenarios of power system, with large-scale integrated application ability of new energy storage technology mainly lithium ion battery energy storage, flow battery energy storage, sodium ion battery energy storage and advanced compressed air energy storage.