Panoramic energy storage battery industry chain The energy storage battery industry chain can be divided into upstream materials and equipment, midstream battery manufacturing and system integration and installation, and downstream applications. The upstream energy storage battery industry chain mainly includes battery raw materials and battery production equipment, in which battery raw materials include anode materials, cathode materials, electrolyte, membranes and other materials. The middle reaches of the industrial chain are mainly the integrated installation of energy storage battery system, energy storage converter, energy management system and energy storage system, in which energy storage battery system includes battery pack, battery management system and battery pack. The downstream industrial chain mainly provides operation and maintenance services for different application scenarios. For example, energy storage can be used in the power generation side, power grid side and user side of the power system to realize the functions of peak regulation and frequency modulation, light reduction and wind rejection, power grid congestion relief, peak-valley price difference profit, capacity and electricity fee management.
Upstream lithium resources: Tianqi Lithium Industry, Ganfeng Lithium Industry, Yanhu Shares, Tianhua Chaojing, Shengxin Lithium Industry, Zangge Mining Industry, Luoyang Molybdenum Industry, Zijin Mining Industry, China Mining Resources, Yahua Group, Rongjie Shares, Sichuan Energy Power, Yongxing Materials, Rong Hui Lithium Industry and other cobalt resource enterprises Huayou Cobalt Industry, Han Rui Cobalt Industry, Luoyang Molybdenum Industry, Baichuan Cobalt Industry, Yuan Teng Cobalt Industry, Pengxin Resources, etc.
The cathode materials of lithium batteries include Bai Rong Science and Technology, Dang Sheng Science and Technology, Tianci Materials, Wu Xia New Energy, Changyuan Lithium Industry Branch, German Namibet, Tian Li Lithium Energy, Tianjin Ba Maw, Anda Science and Technology, Zhenhua New Materials, Wanhua Chemical, Hubei Xingfa, Rongtong Hi-Tech and Keheng.
Betray, Putailai, Shanshan, Zhongke Xingcheng, Xiangfenghua, Jinkai New Energy, Zhengtuo Energy, Zhongke Electric, Shangtai Technology, Haida New Materials, Zhongsheng New Materials and other negative electrode materials companies.
Diaphragm: En Jie, Xingyuan Materials, Sinoma Technology, Cangzhou Pearl, Midland New Materials, Gionee, Putailai, Hebei Gionee, Jiangsu Beixing, etc. Electrolyte: Polyfluoride, Tianci Material, Xinzhou State, Ruitai New Material, Shida Shenghua, Huasheng Lithium Battery, Farnlet, Tianji, Yongtai Technology Diaphragm, Positive Material, Negative Material and Electrolyte.
The following are only some enterprises (not ranked) BMS enterprises: 1. Tianbangda, 2. Xieneng technology, 3. Ortega 4. Gaote Electronics, 5. Hangzhou science and technology, 6. Li energy, 7. Huasu Technology, 8. Gaotaihao Energy PCS Inverter Enterprises: Huawei, Sunshine Power, Goodyear, Costco Jinlang Technology, etc. Huichuan Technology PCS is a key device between the energy storage device and the power grid, which is used to control the charging and discharging process of the battery and can directly supply power to the AC load without passing through the power grid.
EMS enterprises: Shangneng Electric, Guoneng Rixin, Xieneng Technology, Paineng Technology, Guodian Nanrui, Xuji Electric, Guang Zhi Electric, Huazi Technology Fire Safety Enterprises: Skyworth New Energy, Jade Bird Fire Protection, Guoan Da, Landun Electrician, Zhongke Jiuan, Zhefu Intelligent Energy Storage System Integration Enterprises: Yuan Jing Energy, GCL Integration, Electric Guo Xuan, Haibo Sitron, Tianhe Energy Storage, etc.
Battery energy storage system of enterprises in the energy storage industry chain: mainly including battery, energy storage converter (PCS), temperature control system, fire protection system, management control system and other software and hardware systems. Annual energy storage lithium battery.
Top 10 enterprise: 1. Contemporary Ampere Technology Co., Ltd., 2. Byd, 3. Ripland Army, 400 million Li Weineng, 5. Peng Hui Energy Company, 6. Guo Xuan Hi-Tech, 7. Haichen energy storage, 8. Ganfeng lithium battery, 9. Paineng technology, 10. According to GGII data, Yuan Jing Power's shipment data.