Vanadium battery is not a concept, but on the eve of large-scale commercialization, and it is rapidly moving from laboratory to power generation side, power grid side and user side. A senior industry insider told shanghai securities news reporter. Many brokers believe that vanadium batteries have a vast energy storage space. As photovoltaic and wind power will drive the rapid development of the energy storage industry, vanadium batteries are expected to enter a period of rapid development.
Recently, the bid opening of CNNC Huineng 1GWh all-vanadium flow battery energy storage system is the first centralized procurement bid opening of domestic all-vanadium flow battery energy storage system. The shortlist for winning the bid includes five enterprises including Dalian Ke Rong, Willed, Liquid Energy Storage, Wuhan Nanrui of State Grid Electric Power Research Institute and Shanxi Guorun Energy Storage. Judging from the bidding prices of five enterprises, the average unit price of all-vanadium flow battery energy storage system is about 3. 1 yuan /Wh, which is more than 1 times higher than the cost of lithium iron phosphate battery energy storage system that was publicly tendered before. From the whole life cycle, in the actual operation of energy storage project, the life of lithium battery may be less than 8 years, but the life of all-vanadium flow battery can reach 20 years or even longer, and its single cycle cost is lower than that of lithium battery.
There are many A-share companies behind winning the bid. Among them, Dalian Ke Rong, Weilide and Liquid Energy Storage all cooperate with A-share listed companies, and the major shareholder of Wuhan Nanrui of State Grid Electric Power Research Institute is State Grid Ying Da.
Specifically, Dalian Ke Rong ranks first in the shortlist for winning the bid, with a bid price of 2.65 billion yuan and a unit price of 2.65 yuan /Wh. According to public information, Dalian Ke Rong was established in 2008 by Dalian Ke Rong Energy Storage Group Co., Ltd. and Dalian Institute of Chemical Physics, Chinese Academy of Sciences. It is one of the earliest enterprises engaged in the whole industrial chain service of all-vanadium flow battery in China. 654381October 30th, the world's largest flow battery energy storage power station designed and manufactured by Dalian Ke Rong was officially connected to Liaoning power grid.
As a partner of Dalian Ke Rong, this year, Vanadium Titanium Co., Ltd. has continuously increased its layout in the vanadium battery energy storage business.
A few days ago, Vanadium and Titanium announced that the company had signed a Strategic Cooperation Agreement with Sananen and Dalian Ke Rong, and all parties agreed to strengthen the application of cutting-edge key technologies in the all-vanadium flow battery energy storage industry, promote the popularization of all-vanadium flow battery energy storage applications and the innovation of business models, and achieve the goal of innovative development of all-vanadium flow battery energy storage technology, thus achieving the strategic cooperation intention. It is understood that in September last year, the company reached a strategic cooperation with Dalian Kerong, and in June 5438+10 signed an agreement on entrusted processing of vanadium energy storage media; June, 5438+this year 10, the company cooperated with Dalian Ke Rong to build Sichuan Vanadium Melting Energy Storage Project, and completed the electrolyte project with an annual output of 62,000 cubic meters. The company said that the signing of this strategic cooperation agreement will further deepen the cooperative relationship with Dalian Ke Rong.
Willard is also one of the successful candidates. In July this year, CNNC Titanium Dioxide and CNNC Titanium Dioxide signed a strategic cooperation agreement, and the two sides will conduct joint ventures to build the whole industrial chain of all-vanadium flow battery energy storage, including but not limited to vanadium smelting and vanadium electrolyte manufacturing, all-vanadium flow battery energy storage system equipment manufacturing, new energy and energy storage power station construction, etc.
The demand for vanadium batteries continues to rise, which also attracts some enterprises to actively cross-border layout.
Recently, Yongtai Technology, a leading fluorine chemical enterprise, announced that on June 2, 2008, the company signed a Partnership Agreement with Huaxia Hengtian Capital Management Co., Ltd. and other qualified investors to invest in Hangzhou Mubang Equity Investment Partnership (Limited Partnership). Hangzhou Mubang will invest in Hangzhou Dehai Aike Energy Technology Co., Ltd. to engage in the research and development and production of all-vanadium flow battery materials, stacks and systems.
Yongtai Technology said that this investment is based on the prudent decision of the company's strategic development needs and overall business planning, and mainly invests in the field of all-vanadium flow battery energy storage. This will further expand the company's industrial layout opportunities in the field of energy storage, which is conducive to the company's sustainable development.
Yongtai energy, a traditional energy enterprise whose main business is coal and electricity, has actively transformed into the energy storage industry this year. In the report of the third quarter of 2022 disclosed recently, the company and Hyde established Detai Energy Storage in September this year, and a demonstration project of all-vanadium flow battery application is being carried out through Detai Energy Storage.
At the same time, the company also laid out vanadium resources upstream. Previously, both yongtai energy and Hyde announced that the two companies signed the Equity Purchase Agreement with Xinjiang Huiyou Group and Huihong Mining respectively, and acquired 65% equity of Huihong Mining, a vanadium resource company held by Xinjiang Huiyou Group, through Detai Energy Storage.