Energy storage lithium battery.
Energy storage industry chain enterprises:
Battery energy storage system: mainly includes batteries, energy storage converters (PCS), temperature control systems, fire protection systems, management control systems and others Software and hardware systems.
Top 10 companies in energy storage lithium battery shipments in 2022: 1. CATL, 2. BYD, 3. Riplanjun, 4. Yiwei Lithium Energy, 5. Penghui Energy, 6. Guo Xuan Hi-tech, 7. Haichen Energy Storage, 8. Ganfeng Lithium Battery, 9. Paineng Technology, 10. Vision Power.
2022 shipment data, according to GGII data, Zhuneng lithium battery shipments in 2022 will be 130GWh, a year-on-year increase of 170.
Upstream lithium resources: Tianqi Lithium, Ganfeng Lithium, Salt Lake Co., Ltd., Tianhua Super Clean, Shengxin Lithium Energy, Zangge Mining, Luoyang Molybdenum, Zijin Mining, Sinomine Resources, Ya Chemical Group, Rongjie Co., Ltd., Sichuan Energy, Yongxing Materials, Ronghui Lithium Industry, etc.
Cobalt resource companies: Huayou Cobalt, Hanrui Cobalt, China Molybdenum, Baichuan Co., Ltd., Tengyuan Cobalt, Pengxin Resources, Shengtun Mining, and GEM.
Nickel resource companies: Huayou Cobalt, GEM, Bump Cycle, Shengtun Mining, Zhongwei Co., Ltd., Jinchuan Group.
Lithium battery cathode materials: Rongbai Technology, Dangsheng Technology, Tianci Materials, Xiatungsten New Energy, Changyuan Lithium, German Nanofiber, Tianli Lithium Energy, Tianjin Bamo, Anda Technology , Zhenhua New Materials, Wanhua Chemical, Hubei Xingfa, Rongtong Hi-Tech, Keheng Co., Ltd., etc.
Anode material companies: Beterui, Putilai, Shanshan Co., Ltd., Zhongke Xingcheng, Xiangfenghua, Kaijin New Energy, Zhengtuo Energy, Zhongke Electric, Shangtai Technology, Haida New Materials, Zhongsheng New Materials and other companies.
Diaphragm: Enjie Co., Ltd., Xingyuan Materials, Sinoma Technology, Cangzhou Mingzhu, Midland New Materials, Jinli Co., Ltd., Putilai, Hebei Jinli, Jiangsu Beixing, etc.
Electrolyte: Polyfluoropolymer, Tianci Materials, Xinzhoubang, Ruitai New Materials, Shida Shenghua, Huasheng Lithium Battery, Farnright, Tianji Shares, Yongtai Technology. Separators, positive electrode materials, negative electrode materials and electrolytes are important materials that make up lithium-ion batteries. Separators and electrolytes are both one of the four main materials of lithium batteries.
The following are only some companies (not ranked).
BMS companies: 1. Tianbangda, 2. Xieneng Technology, 3. Aotejia 4. Gaote Electronics, 5. Hangzhou Science and Technology, 6. Ligao New Energy, 7. Huasu Technology , 8. Gao Taihaoneng.
PCS inverter companies: Huawei, Sungrow, GoodWe, Costa Jinlang Technology, Deye Co., Ltd., Shanneng Electric, TBEA, Shouhang New Energy, Growatt Easy Shite and Inovance Technology PCS is a key component between the energy storage device and the power grid. It is used to control the charging and discharging process of the battery, perform AC and DC conversion, and can directly supply power to the AC load when there is no power grid.
EMS companies: Shangneng Electric, Guoneng Rixin, Xieneng Technology, Paineng Technology, Guodian Nari, Xuji Electric, Zhiguang Electric, Huazi Technology.
Fire safety companies: Chuangwei New Energy, Jade Bird Fire Protection, Guoanda, Blue Shield Electrician, Zhongke Jiuan, Zhefu Intelligent.
Energy storage system integration companies: Envision Energy, GCL Integration, Electric Guoxuan, Haiboxtron, Trina Energy Storage, Canadian Solar, Wotai Energy, NARI Relay, Shuangyili, Chint New Energy, Kelu Electronics, Kehua Digital Energy, Linyang Yiwei, Singularity Energy, Cooper Energy, etc.