What is energy storage?
What are the leading enterprises?
# How to layout?
# Does the energy storage enter the heavy volume stage?
1 Photovoltaic has developed very well, but there is still something missing to store the electricity generated by photovoltaic. Just like when there were no water pipes in primitive society, we had to get a big water tank to store water and use it slowly when necessary.
There are two storage methods: pumping and battery. In fact, pumping water is used more, accounting for 89%, that is, the electricity generated by photovoltaic is usually used to pull water to a high place. Put down the water when using it, and the power of water rushing down can generate electricity. The leaders of this investor are State Grid and China Southern Power Grid, and the leader in charge of the project construction is China Power Construction.
3 Battery energy storage consists of two management systems: battery, inverter and (energy, battery), and the values are from high to low. Batteries are actually very similar to those in new energy vehicles, but they are called energy storage batteries. It's just that new energy vehicles are better and need to be recharged faster, so the energy storage is reduced. The leading companies are Contemporary Ampere Technology Co., Ltd., Peng Hui Energy and BYD.
At present, 90% of energy storage batteries are lithium batteries, and there will be new concepts such as sodium batteries and vanadium batteries in the future. It is too difficult to manage resources. It will be very different after the breakthrough of sodium vanadate, but it will be five years later.
In addition to batteries, inverters are also important. As soon as the sun shines on the photovoltaic, it can generate electricity, but the electricity generated is DC, and we use 220V AC, which needs to be "cracked" by the inverter. The leading companies are Sunshine Power Supply, Jinlang Technology and Goodway respectively, among which Sunshine Power Supply is the dual leading company of frequency converter and system integrator.
Energy storage batteries are available, plus some supporting facilities. The enterprises packaged into "packages" are handed over to system integrators, with Haibo Sichuang and Ke Hua Digital Energy as the leading companies. System integrators sell the whole energy storage gift package to enterprises that need energy storage, such as photovoltaic power plants, wind farms, power grid systems, and even households.
7 is energy storage a national or regional key layout? We think it is a national layout, and each province has corresponding facilities. In order to get rid of the limitation of national power grid, there are microgrids and some local area networks. The high probability of energy storage is the principle of proximity, so it is difficult to connect to the grid, and the energy storage layout is the principle of national+proximity.
8 Has energy storage entered the heavy volume stage? In 2022, it actually entered the heavy volume stage, but it has not been fully heavy because the Z policy orientation is not clear enough, and there is basically no problem in the second half or next year.
The influence of 9 on IGBT?
There are many domestic igbts driven by energy storage, so the number of two groups of igbts is large, which is more than that of conventional inverters, and the energy storage of ordinary photovoltaic 1 gross 5 is more than 30 cents. There is a lack of single tube in China, and modularity lacks high power. Four generations of us and seven generations of others.
10 energy management?
The new energy companies established by State Grid and China Southern Power Grid are platform companies, and the external power supply companies only do energy storage systems, so the access is not difficult. However, it is difficult to achieve clustering. BMS and EMS, etc. There are certain requirements for the implementation and call of this energy management system. At present, the AI system is used, unlike the previous manual transfer, so the difficulty is certain.