The core data of this paper: the production and sales volume of photovoltaic inverter for solar power supply, the income and proportion of solar energy storage business, and the gross profit margin of solar power supply.
1, comprehensive comparison of leading enterprises in energy storage industry in China.
Energy storage refers to the use of special technologies and devices to store energy when energy is surplus and release energy when energy is insufficient, thus adjusting the mismatch between energy supply and demand in time and intensity. At present, the listed companies in the domestic energy storage industry mainly include BYD (002594), Ganfeng Lithium Industry (002460), Guo Xuan Hi-Tech (002074), Du Nan Power Supply (300068), Dang Sheng Science and Technology (300073), Yiwei Lithium Energy (3000 14) and Desai (000).
2. Layout history of energy storage business.
Sunshine Power Supply 1997 was established; 20 1 1 successfully listed on Shenzhen Stock Exchange; In 20 14, we cooperated with Samsung to develop and produce energy storage equipment and expand the new energy storage market, and won the honor of "abiding by contracts and honoring credit" at the national level.
3. Sunshine power supply: the layout and operation of energy storage business.
—— Product layout of energy storage business: the business covers all aspects of the energy storage industry chain.
Relying on the world's leading new energy generation technology and first-class power electronic conversion technology, Sunshine Power's energy storage business focuses on the research, development, production, sales and service of lithium-ion battery energy storage systems, and can provide energy storage core equipment such as energy storage converters, lithium battery modules and energy management systems, and realize energy storage system solutions such as auxiliary new energy grid connection, power grid frequency regulation and peak shaving, demand-side response, microgrid and household use. It is the most experienced energy storage equipment and system solution provider in the world.
—— Application field of energy storage system: It is widely used in China and many overseas countries.
As one of the earliest enterprises in China to set foot in the field of energy storage, solar energy storage system has been widely used in China, the United States, Britain, Canada, Germany, Japan, Australia, India and other countries.
At present, the company's energy storage system is widely used in mature power markets such as the United States, Britain and Germany, and the integration of wind, light and storage depth is constantly strengthened. In North America, the market share of industrial and commercial energy storage powered by solar energy exceeds 20%; In Australia, through in-depth cooperation with distributors, the market share of Sunshine Power Home Optical Storage System exceeds 24%. In 2020, the solar energy storage system shipped 800MWh worldwide, without any safety accidents, and accumulated rich application experience in the fields of frequency modulation and peak shaving, auxiliary renewable energy grid connection, microgrid, industrial and commercial and household energy storage. In 2020, it will provide overall solutions for many projects, such as UK 100MW/ 100MWh energy storage power station, Qinghai UHV delivery base power supply configuration project, Shandong Laizhou optical storage and polymer substation, Anhui Qiaobeifeng Power Demonstration Power Station and so on.
-Construction of energy storage projects: A number of energy storage R&D projects will be completed in 2020.
In 2020, Sunshine Energy will continue to increase investment in research and development of energy storage projects and complete a number of energy storage research and development projects. In 2020, the company completed the research and development of energy storage related projects as follows:
—— Production and sales volume of energy storage products: sales volume will double in 2020.
In 2020, the company's photovoltaic inverter business increased significantly, driving the growth of photovoltaic inverter sales. In 2020, the company's photovoltaic inverter sales volume was 335 16MW, up 103.89% year-on-year.
4. Sunshine power supply: operating performance of energy storage business
In 2020, 1500V full-scene energy storage system solution was released, which greatly reduced costs and increased efficiency, and became the key supporting technology for the large-scale development of new energy+energy storage under the current pressure of affordable internet access. This makes the solar energy storage business grow rapidly. In 2020, the company's energy storage business realized revenue of165438+69 million yuan, a year-on-year increase of 1 15. 17%.
In terms of gross profit margin, the gross profit margin of Sunshine Power Supply decreased from 24.86% in 20 18 to 22.63% in 2020.
5. Energy storage business development planning.
In the future, the company will focus on the field of clean power conversion, continue to deepen the global strategic deployment, focus on business depth, continue to increase R&D and innovation, strengthen core competitive advantages, promote the coordinated development of photovoltaic, wind power and hydrogen storage, strengthen organizational capabilities, expand the global leading position, and achieve rapid and sustained growth of the Group.
The above data refer to the Analysis Report on Market Foresight and Investment Forecast of China Energy Storage Industry by Forward-looking Industry Research Institute.