Ecological civilization · theory | The "cold" thinking behind the development of "hot" development of industrial and commercial energy storage

12 min read
Core view
Behind the “heat” of industrial and commercial energy storage, there are still problems such as imbalances in supply and demand, unfair standards, and security difficulties.It is recommended to optimize the supply system, ensure the autonomous and controllable core technology, do a good job of the construction of a standard system, carry out international cooperation in an orderly manner, and promote the high -quality development of my country’s industrial and commercial energy storage.
Dong Kai Gan Nai Feng Wang Hao Dong Feng
As an important application of new energy storage, industrial and commercial energy storage is an important support for the realization of carbon peaks of industrial and commercial.Driven by policy and market double -wheel drive, my country’s industrial and commercial energy storage has entered a period of rapid development.Analysis of the Sidi Research Institute found that there are still problems such as unbalanced supply and demand, unbalanced standards, and security difficulties behind the “heat” of industrial and commercial energy storage.It is recommended to optimize the supply system, ensure the autonomous and controllable core technology, do a good job of the construction of a standard system, carry out international cooperation in an orderly manner, and promote the high -quality development of my country’s industrial and commercial energy storage.
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my country’s industrial and commercial energy storage “hot” tide surge
Multiple policies such as new energy storage and market -oriented power mechanisms are favorable, and the development model of industrial and commercial energy storage is further clarified.At the central level, the “Guiding Opinions on Accelerating the Development of New Energy Storage Storage” released in 2021 proposed that by 2030, the goal of the new energy storage comprehensive marketization development of 2030.The “Notice on Further Doing a Between Power Grid Enterprise Agent Purchase Work” issued in 2022 proposes that 10 kV industrial and commercial users can directly participate in the power market.The “Power Demand Side Management Measures (2023 Edition)” proposes that “improves the demand -side response price formation mechanism through peak electricity prices and other forms, integrate user -side resources to participate in demand -side response”, and user -side storage capacity of industrial and commercial enterprises ushered in development opportunities.At the local level, in recent years, Guangdong, Zhejiang, Jiangsu and other places have successively introduced special subsidy policies for industrial and commercial storage and storage. The main ways with capacity subsidies, discharge subsidies, and investment subsidies.The enthusiasm of the owner.
my country’s industrial and commercial energy storage is pressed for the development of the “acceleration key”, and East China and South China lead the country.According to data from the China Chemical and Physical Power Industry Association, in the first half of 2023, the scale of new installations of user -side energy storage projects in my country was about 138MW, of which more than 80%of industrial and commercial energy storage accounted for more than 80%.From the perspective of regional, East China and South China have become the key position of industrial and commercial energy storage development.According to statistics, in August 2023, there were a total of 242 user -side energy storage projects in Zhejiang, Jiangsu, Guangdong, Shandong, and Fujian, of which 108 were in Zhejiang Province, involving a total investment of over 580 million yuan.From the perspective of scale, the number of projects below 1MW accounts for the highest proportion. Guangdong, Jiangsu, Zhejiang and other provinces have successively introduced subsidy policies for projects above 1MW to stimulate the scale of industrial and commercial energy storage installed capacity.Among the 242 user -side energy storage projects in the above 9 provinces, the proportion of projects below 1MW accounted for 66.37%.Among them, the total scale of Zhejiang’s industrial and commercial energy storage projects exceeds 115.4MW, and the proportion of projects below 1MW is 57.5%.
From the perspective of investment, the cost -ending and income end dual benefits are prominent, and the economic benefits are prominent.At the cost side, the price of energy storage battery raw materials continues to explore, and the cost of industrial and commercial energy storage products is reduced.According to data from Shanghai Steel Union, in November 2023, the price of battery -level lithium carbonate decreased by more than 77%year -on -year.Energy storage batteries occupy more than 50%of the industrial and commercial energy storage system, and the decline in price can effectively release the supply end pressure.At the income side, the price difference between the peak and valley of industrial and commercial electricity has gradually risen, and the economic benefits of the two charges and two are obvious.According to data storage and power market data, in August 2023, the peak price difference between 24 regions exceeded 0.7 yuan/kWh, and the price difference between the Pearl River Delta region exceeded 1.34 yuan.The peak time of some provinces is extended, and the energy storage system of the industrial and commercial side can achieve two charges and two places, and the income increases by more than doubled. Among them, the internal yield of the industrial and commercial energy storage in Guangdong and Zhejiang provinces can reach more than 15%.In addition, industrial and commercial storage will alleviate the influence of power -limiting factory production and ensure the production capacity and income of the peak period of summer electricity.
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A few hidden concerns behind the industrial and commercial side storage “hot”
From the perspective of market development, the industrial and commercial energy storage industry presents the two -day trend of investment in “heat” and “cold” in demand, and there is a phenomenon of disorderly competition and blind expansion.From the data, according to the statistics of securities firms, in the first half of 2023, there were 478 new industrial and commercial energy storage filing projects, an increase of 1812%year -on -year.Taking energy storage batteries as an example, data from the Ministry of Industry and Information Technology showed that from January to August 2023, the output of energy storage lithium batteries in the country was about 110GWh, and the energy storage industry showed an investment boom.However, the survey data of the High Industry Industry Research Institute showed that in the first half of 2023, the capacity utilization rate of industrial and commercial energy storage batteries was less than 30%, and the imbalance of supply and demand was significant.Enterprises blindly entering the game leads to in -market rolls, and some enterprises reduce profits to survive at low prices.Since 2023, the number of new registered energy storage companies has increased significantly, and the lack of standards has led to the internal volume effect of low thresholds.Taking the energy storage system as an example, in the first half of 2023, the average bid price decreased by more than 14%compared with 2022.In October 2023, the price of industrial and commercial energy storage was as low as 0.9 yuan/WH, a decrease of nearly 55%from February.The price war will exacerbate the “Matthew effect” of the industrial and commercial energy storage industry. Small energy storage companies with weak cost control capabilities and insufficient accumulation of users may be eliminated by the market.
From the perspective of industry development, the security accidents of global industrial and commercial sites have been frequently occurred, and the safety of industrial and commercial energy storage systems has become the primary problem to restrict the development of the industry.According to statistics from the German Technical Supervision Association, 36.8%of industrial and commercial owners prefer the safety of energy storage systems.For application scenarios such as factories, parks, shopping malls, and other application scenarios in industrial and commercial energy storage. Compared with the energy storage of traditional power stations, the scene is more complex, the fire protection difficulty is more dense, and the demand for safety is particularly prominent.On the one hand, my country’s industrial and commercial energy storage market is in the stage of extensive development, and low -cost competition has led to the quality of product quality. The targeted safety standards have not yet been refined. Some industrial and commercial energy storage projects have not been installed. Potential accident risk of batteries.On the other hand, due to the lack of industrial and commercial energy storage site selection standards, in order to improve the income, the energy storage enterprises pay more attention to economics and lack the consideration of later safety accidents.Capability leads to industrial and commercial owners who do not install, dare not install, and are unwilling to install energy storage systems.
From the perspective of industrial development, my country’s industrial and commercial energy storage technology, safety and test standards have not been refined, and industry supervision is difficult.It is difficult for my country’s existing standard system to support the high -quality development of the industrial and commercial energy storage industry.According to statistics, among the 127 standards of the new energy storage industry in my country, there are only four of the 127 standards that have been formulated or planned to be formulated for distributed user -side energy storage. National and industry standards for industrial and commercial energy storage are still blank.The standards for key components such as batteries and variables that are related to industrial and commercial energy storage systems still follow the standards of ordinary energy storage power stations.Supervision product quality.On the other hand, standardized organizations such as IEC, TvV, and UL have formulated industry standards in system technology, battery compatibility and grids, etc., or they may form a standard “fence” for my country’s industrial and commercial energy storage industry.
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Suggestions for helping high -quality development of industrial and commercial energy storage
Improve product quality and optimize the industrial and commercial energy storage supply system.Cultivate a group of high -quality enterprises for industrial and commercial energy storage and enhance product quality and brand competitiveness.In response to large enterprises, support and guide industrial and commercial energy storage battery manufacturing enterprises and system integration enterprises to carry out strategic cooperation and mergers and reorganizations, optimize backward and low -efficiency production capacity, and cultivate a group of “chain owners” enterprises with international competitiveness.In response to SMEs, relying on the special activities of the assignment of quality standard brands, promote the improvement of the quality storage quality and brand construction of industrial and commercial energy storage, strengthen the awareness of industry quality competition, and cultivate a group of new “small giants” enterprises.
Strengthen the construction of the standard system and consolidate the development foundation of the industrial and commercial energy storage industry.Promote the establishment of industrial and commercial energy storage standard working groups, benchmark the international advanced level of industrial and commercial energy storage standards, and carry out the enforcement of key software and hardware and systems such as industrial and commercial energy storage heat management systems, EMS, BMS and other system standards and industry standards.The safety design, test verification, and emergency management of chemical and commercial energy storage power stations.Give full play to the role of energy storage standardization platforms, and establish a coordinated work mechanism for revision of the energy storage standard system of industrial and commercial energy.Support the construction of industrial and commercial energy storage reliability technology public service platforms, research and development technology test evaluation specifications, build system -level, hardware, software -level testing and certification architecture, form analytical and evaluation methods and test tools, and improve public service capabilities such as testing and certification.
Build a safe bottom line to ensure the control of industrial and commercial energy storage technology.In response to the requirements of industrial and commercial energy storage security and economic construction, promote the development of the entire process of security technology, and focus on the development of safe and reliable industrial and commercial energy storage system control software and key hardware.It is recommended to add a new generation of front -edge technology innovation items of the new generation of energy management system in industrial and commercial energy management systems in key special projects of the National Key R & D Plan “Industrial Software”. Scientific and technological innovation 2030 major project “Energy Storage and Smart Grid Technology” key special deployment supports sodium -based energy storage batteries,New energy storage battery innovation items such as solid -state lithium ion batteries.Support industrial and commercial energy storage enterprises to strengthen the construction of technology centers, and carry out system security key technology and development technology development.Encourage backbone enterprises, universities, and research institutes to jointly carry out joint research and development of industrial and commercial energy storage, promote the integration, standardization and modularization of software and hardware systems, improve the efficiency of new product research and development, and reduce R & D costs.
Promote international cooperation and enhance the international competitive advantage of industrial and commercial energy storage.Promote industry standards to “go global”.Strengthen the cooperation with international standardization organizations such as IEC and ISO, and in -depth international standardization work in the field of industrial and commercial energy storage.Promote the mutual recognition of domestic and foreign standards and testing certification.Promote the establishment of a diversified export mode.Support the integration of the entire machine, control system, energy storage battery, and key raw material enterprises in the field of industrial and commercial energy storage, and jointly open up overseas markets, focusing on key markets such as the United States and Europe to jointly implement the global strategic layout.Encourage enterprises to strengthen the construction of overseas after -sales service platforms and enhance brand overseas competitiveness.
(Author Unit: Sidi Research Institute)
Picture source of this article: Photo.com
Chief Supervision System 丨Wang Hui Rigid
Supervision 丨Li Yiguang Wang Yan Liu Weimin
Master 丨 Mao Jinghui editor 丨 Zou Duo
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