Vanadium battery 1 1 concept disk is active again. As of press time, Hegang, Star Power, Jinpu Titanium, Yinlong, etc. Once the daily limit, Panzhihua vanadium and titanium rose by more than 9%, and Yi Chengxin could rise by nearly 8%. It is worth noting that the daily limit of vanadium and titanium in Panzhihua Iron and Steel Company was the previous trading day, and then it was the daily limit for five consecutive days. (The following are vanadium batteries collected by Bian Xiao for your continued attention. What is the information about vanadium battery concept stocks? I hope you like it. )
In the news, recently, the Comprehensive Department of the National Energy Administration issued "Twenty-five Key Requirements for Preventing Electric Power Production Accidents (2022 Edition) (Draft for Comment)", which mentioned in the chapter on preventing fire accidents in electrochemical energy storage power stations that "ternary lithium batteries and sodium-sulfur batteries are not allowed to be used in medium and large electrochemical energy storage power stations, and it is not appropriate to use power batteries step by step; When the power battery is used step by step, consistency screening should be carried out, and safety evaluation should be carried out in combination with traceability data. " In addition, the first large-scale chemical energy storage demonstration project approved by the National Energy Administration and the world's largest flow battery energy storage power station, Dalian flow battery energy storage peaking power station, was connected to the grid for power generation in June and is expected to officially enter commercial operation in August.
It is reported that the flow battery is a liquid-phase electrochemical energy storage device, and its principle is to realize the storage and release of electric energy through the mutual transformation of different electrolyte ions. According to the different electrolyte systems, flow batteries can be divided into all-vanadium flow batteries, iron-chromium flow batteries, zinc-bromine flow batteries and other different technical routes. Compared with other electrochemical energy storage systems, the flow battery has higher safety, is less prone to combustion and explosion, and has stronger tolerance to large current charging and discharging, so it has obvious advantages under the increasingly strict safety standards in the energy storage industry. Meanwhile, the cycle life of the flow battery is long. For example, the cycle life of all-vanadium flow battery and iron-chromium flow battery all exceeds 10000 times, and the overall service life can exceed 20 years. In the flow battery system, all-vanadium flow battery is far ahead in terms of technical reserve, industrial chain support and cost per watt-hour, and it is the most mature commercial flow battery route at present.
Huaan Securities pointed out that under the background of "carbon neutrality and carbon dioxide emission peaking", the proportion of renewable energy applications in the world has increased rapidly, which has aggravated the instability of the global power system and the demand for supporting energy storage facilities is increasing. With the continuous increase of renewable energy, the demand for long-term energy storage is growing rapidly. At present, the world is also accelerating the layout of long-term energy storage. According to McKinsey's forecast, the cumulative installed capacity of global long-term energy storage will reach 150-400 GW in 2030, and will increase to 1.5-2.5 TW in 2040, accounting for 10% of the total global electricity consumption. All-vanadium flow battery has the advantages of high safety, high current tolerance and recycling, and will have great application space in the field of long-term energy storage.
The agency said that it is optimistic about the industry investment opportunities brought by the accelerated industrialization of all-vanadium flow batteries, and enterprises with vanadium resources and vanadium battery technology reserves are expected to fully benefit. The upstream resources of titanium dioxide enterprises are rich, and the layout of all-vanadium flow battery industry chain is accelerated, which is expected to fully benefit from the rapid development of the industry. It is recommended to pay attention to CNNC Titanium Dioxide and Longbai Group.
Guotai Junan Securities pointed out that under the background of "double carbon", the energy storage industry matching clean energy will usher in rapid development. Vanadium battery will become an important part of electrochemical energy storage under the background of new policy because of its safety, environmental protection and long cycle times. Vanadium pentoxide for 1GW vanadium battery is about 10000 tons. With the increasing demand for vanadium batteries, the supply of vanadium resources may gradually tighten. Panzhihua Iron and Steel Co., Ltd. will fully benefit from the growth of demand for vanadium batteries by deeply cultivating vanadium and titanium in the field of vanadium batteries.
Vanadium battery concept stocks
Anning shares:
The company's titanium concentrate has stable quality and is a high-quality raw material for producing titanium dioxide. The output of titanium concentrate accounts for more than 10% of the national titanium concentrate output. The company's downstream end customers mainly include domestic large-scale titanium dioxide manufacturers Longman Bailey, Bluestar Dahua, Tianguang Titanium Industry, Fiona Fang Titanium Dioxide, Oriental Titanium Dioxide, CNNC Titanium Dioxide and so on.
Vanadium and titanium of Panzhihua Iron and Steel Company;
A few "sulfuric acid+chlorination" titanium dioxide production enterprises rank among the top three in China; The company's titanium dioxide is a well-known brand in China, with the production capacity of 220,000 tons by sulfuric acid method and 6,543,800 tons by chlorination method. 17 year titanium dioxide sales19.05 million tons, income of 252 100 million yuan, accounting for 26.72% of the income.
Hegang shares:
The commercial electrolyte series detection technology and method independently developed by V-Ti Engineering Technology Research Center of Chenggang Company of Hebei Iron and Steel Group has been successfully developed. As one of the largest bases of vanadium and titanium products in China, Hebei Iron and Steel Group has been committed to the development and application of vanadium and titanium technology.
Shanghai Electric:
Shanghai Electric is committed to the independent research and development of vanadium battery products, and has successfully developed a typical product 5kW/25kW/50kW stack, which can integrate the 100kW/MW container-type all-vanadium flow battery energy storage system, and has the ability to provide customers with customized energy storage products and integrated energy storage solutions. Shanghai Electric 1MW/ 1MWh All-vanadium Flow Battery Energy Storage Project landed in Shantou Smart Energy Comprehensive Park, which together with wind turbines, rooftop photovoltaic power plants and factory loads constitutes a smart energy project of "wind, light, electricity and storage integration", providing stable and continuous power supply guarantee for discontinuous wind and clean energy.
Ying Da State Grid Corporation:
Wuhan Nanrui has fully mastered the technology of vanadium battery modification and selection, and has the ability of vanadium battery body design, material development and system integration. Successfully developed high-power vanadium battery stack and 250 kW /500 kWh energy storage system, applied for 70 invention and utility model patents, and authorized more than 40 patents.
Clean handwriting:
Zhejiang Guo Xin, a wholly-owned subsidiary, holds 65,438+05% equity of Hangzhou Dehai Aike Energy Technology Co., Ltd. Dehai Aike has built a research and development base integrating materials, chemistry, electricity and machinery, an automatic assembly production line and a comprehensive testing platform for flow batteries in Hangzhou, Zhejiang Province, with an all-vanadium flow battery capacity of about 65,438+00 MWh/year. At present, the team is focusing on the research and application of new materials, the development and testing of the next generation stack, in order to improve the optimization and integration capabilities of the energy storage system, improve the efficiency of large-scale production and reduce costs, and enhance the market competitiveness of the all-vanadium liquid flow energy storage system. In addition, Hangzhou Xizi Smart Energy Co., Ltd., a wholly-owned subsidiary of the company, plans to invest 5 million yuan with its own funds. Xizi Smart Energy plans to invest and build a smart energy storage power station project in Chongxian Factory of Hangguo Group. All-vanadium flow battery is selected for this energy storage demonstration project, and the construction scale is 1000kW/4000kWh.
Cheng Yixin can:
The all-vanadium flow battery project was funded by Sun Company Kaifeng Times New Energy Technology Co., Ltd., and the project has been put on record.
Zhenhua shares:
The extraction and utilization of vanadium-containing by-products in the preparation of chromium chemicals have achieved remarkable scientific research results and economic benefits. The "Innovative Strategic Team for Preparation of Highly Selective Vanadium Adsorption Materials" independently built and cultivated by the company was successfully selected as the "Double Innovation Strategic Team" in Hubei Province.
Vanadium batteries continue to attract attention. What articles are there about vanadium battery concept stocks?