Energy storage industry chain enterprises:
Battery energy storage system: mainly includes battery, energy storage converter (PCS), temperature control system, fire protection system, management control system and other software and hardware systems.
Top 10 enterprise in 2022: 1. Contemporary Ampere Technology Co., Ltd., 2. Byd, 3. Ripland Jun, 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, 65438+.
According to GGII data, the shipment of lithium batteries in Zhu Neng in 2022 was 130 GWh, up by 170% year-on-year.
Upstream lithium resources: Tianqi Lithium Industry, Ganfeng Lithium Industry, Yanhu Shares, Tianhua Chaojing, Shengxin Lithium Energy, Zangge Mining, Luoyang Molybdenum Industry, Zijin Mining, China Mining Resources, Yahua Group, Rongjie Shares, Sichuan Energy Power, Yongxing Materials, Rong Hui Lithium Industry, etc.
Cobalt resource enterprises: Huayou Cobalt, Han Rui Cobalt, Luoyang Molybdenum, Baichuan Shares, Yuan Teng Cobalt, Pengxin Resources, Shengtun Mining and Meg.
Nickel resource enterprises: Huayou Cobalt, Meg, Bangpu Cycle, Shengtun Mining, Zhongwei, Jinchuan Group.
Cathode materials for lithium batteries: 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, Keheng, etc.
Negative electrode material enterprises: Betray, Putelai, Shanshan, Zhongke Xingcheng, Xiangfenghua, Jinkai New Energy, Zhengtuo Energy, Zhongke Electric, Shangtai Technology, Haida New Materials, Zhongsheng New Materials and other enterprises.
Diaphragm: En Jie, Xingyuan Materials, Sinoma Technology, Cangzhou Pearl, Midland New Materials, Gionee, Putailai, Hebei Gionee, Jiangsu Beixing, etc.
Electrolyte: Polyfluoride, Tianci Materials, Xinzhoubang, Ruitai New Materials, Shida Shenghua, Huasheng Lithium Battery, Farnlet, Tianji and Yongtai Technology. Separator, anode material, cathode material and electrolyte are important materials of lithium ion battery, and both separator and electrolyte are one of the four main materials of lithium battery.
The following are just some enterprises (not ranked).
BMS enterprise: 1. Tianbangda, 2. Xieneng technology, 3. Ortega, 4. Gaote Electronics, 5. Hangzhou science and technology, 6. Lixin high-tech energy, 7. Huasu Technology and 8. Hao energy
PCS inverter enterprises: Huawei, Sunshine Power Supply, Goodway, Costco Jin Lang Technology, Deye, Shangneng Electric, TBEA, maiden voyage New Energy, Gurui Watty and Huichuan Technology PCS are key devices between the energy storage device and the power grid, which are used to control the charging and discharging process of the battery, carry out AC -DC conversion, and can directly supply power to the AC load without the power grid.
EMS enterprises: Shangneng Electric, Guoneng Rixin, Xieneng Technology, Paineng Technology, Guodian Nanrui, Xuji Electric, Guang Zhi Electric and Huazi Technology.
Fire safety enterprises: Skyworth New Energy, Jade Bird Fire Protection, Guoan Da, Landun Electrician, Zhongke Jiuan and Zhefu Intelligent.
Energy storage system integration enterprises: Yuan Jing Energy, GCL Integration, Electric Guo Xuan, Haibo Sichuang, Trina Solar, Artes, Wotai Energy, Nanrui Jibao, Shuangyili, Zheng Tai New Energy, Kelu Electronics, Ke Hua Digital Energy Genevieve, Singularity Energy and Jiubao Energy.