The continuous volume of energy storage orders meets the outbreak period, a "core" is difficult to find the problem to be solved
As power battery companies frequently obtain energy storage orders, the energy storage industry has once again become the focus of attention in the capital market.
Since last week, the Ningde Times has obtained the largest energy storage order in the United States, and then Guoxuan Hi -Tech has also signed an energy storage project with a total procurement of up to 600MWH. In addition, listed companies such as Far East and Zhongtian Technology all issued an announcement saying that energy storage orders have been obtained recently.
In this regard, Shao Liang, the secretary of the Far East Co., Ltd., told a reporter from the Securities Daily that the company will actively expand its capacity with the help of accumulated customers, technology and other resources, and continue to open up the domestic and foreign energy storage markets. Wait for the energy storage market.
While the energy storage market broke out, the demand for batteries continued to increase, but the battery cells were in a shortage state. A "core" could not find the development of the energy storage industry to a certain extent.
Liu Yong, Secretary -General of the Energy Storage Application Branch of the Chinese Chemical and Physical Power Industry Association, told a reporter from the Securities Daily that the current actual demand for the energy storage market for battles production enterprises is difficult to accurately predict, and the production capacity supply is more cautious. The second year of production capacity demand planning is carried out in one year.
Energy storage order continuously
According to the announcement of Guoxuan Hi -Tech, the company's wholly -owned subsidiary Hefei Guoxuan Hi -Tech Energy Co., Ltd. recently received a notice from China Electric Power International Development Co., Ltd. Bidding project -prefabrication of energy storage battery 2, the total procurement of the project is expected to exceed 600MWh, and the amount of winning bid is about 800 million yuan.
In this regard, the Research Report of Xingye Securities stated that the continuous volume of new energy storage orders is expected to usher in an explosion period. Recently, a large -capacity new energy storage EPC project has been conducted in many places, and energy storage projects have been accelerated.
Since the second half of the year, energy storage projects have been intensive. According to the data of Zhongtai Securities, 36 domestic new domestic energy storage projects were opened in September, with a total capacity of 6.05GWh, a total power of 2.63GW, and the average unit price of 2.11 yuan/WH; the bidding for 44 new energy storage projects in the same period, the total scale of 12.59GWh.
The "Fourteenth Five -Year Plan" New Energy Storage Development Implementation Plan released in March this year clearly states that by 2025, the new type of energy storage will enter the stage of large -scale commercialization from the initial stage of commercialization, and it has the conditions for large -scale commercialization.
This further stimulated the layout and accelerated landing of energy storage projects. According to the statistics of the Arctic Star Energy Network on October 14, there were 167 provinces in eight provinces including Guangxi, Hunan, and Shandong during the year.
Yue Fen, deputy secretary -general of Zhongguancun Energy Storage Industry Technology Alliance, said in an interview with the Securities Daily that a number of different technical types and different application scenarios pilot demonstration projects landed, a number of key technologies and core equipment reached the international advanced level. The key technical specifications and standards have gradually formed, and a group of market entities with international competitiveness have gathered.
Overseas energy storage demand surge
Not only the domestic energy storage market broke out, the scale of global energy storage installed capacity has entered a rapid growth channel. The demand for overseas energy storage equipment is continuous blowouts. my country is the main supply of energy storage products in the international market.
Customs data also shows that in the first eight months of this year, my country ’s lithium -ion energy storage batteries exported a total of US $ 29.926 billion, an increase of 82.97%year -on -year.
According to the announcement of the Far East, the company's smart battery sector has won/signed a contract of more than 870 million yuan in energy storage orders for more than 10 million yuan, and a designated notice from importers such as the European household energy storage system and other products. It is expected to supply 1.5 in 2023.5 10,000 sets.
In this regard, Shao Liang also told reporters that the continuous breakthrough in the field of overseas household storage has continuously helped the company's reputation to improve its word -of -mouth, providing convenience for the future to occupy a larger market.
During the Ningde Times recently received the 1700 people's investigation team, it also said that the global energy storage market has increased significantly since this year, and the company's energy storage business has also been faster.
"Many head battery companies have a large overseas business volume, especially since this year, affected by the European energy crisis, fossil energy prices have risen sharply." Yue Fen also told reporters that the average electricity price in the European spot market has been from 50 euros in 2020/ MWH, rising to 250 euros/MWH in 2022. The current average electricity price of the spot market in Germany has reached 431 euros/MWH, transmitted to end users, and end users have continued to rise.
In Yuefen's view, users 'demand for self -use of power through installation of photovoltaic and energy storage is becoming more and more urgent. Overseas markets have surged in energy storage demand. In the first half of the year, nearly 80%of domestic enterprises' energy storage batteries shipped They are overseas.
Core supply should not be rising in price
With the outbreak of energy storage orders and the concentration of projects, the news about the suspension of energy storage enterprises recently has been reported. The main reason is that the battery cells continue to increase prices, and they have fallen into a "core" situation that is difficult to find. Essence
At the end of the grid -connected requirements, the demand for energy storage batteries has increased greatly. Since this year, new energy vehicles have been in the high prosperity cycle and have continued to be in high demand for power batteries. This means that energy storage companies also need to "grab" batteries with new energy vehicle companies.
In fact, power battery companies are also actively expanding production capacity. In the Ningde Times at the end of September, it announced that with the rapid development of new energy industries at home and abroad, the market of power batteries and energy storage industries continued to grow. In order to further promote business development, meet market demand, and improve production capacity layout, the company intends to be in Henan in Henan The Luoyang New Energy Battery Production Base Project project is invested in the construction of the Luoyang new energy battery production base in Luoyang City, and the total investment of the project does not exceed 14 billion yuan.
Faced with the concentrated outbreak of domestic and foreign energy storage projects, the supply of energy storage battery in the short term will still be in a shortage state.
In this regard, Liu Yong told reporters that at present, high -end product production capacity shortage may last for a period of time, and low -end production capacity may have batch products to enter the market in the second half of next year. The capacity of the energy storage battery cells from 280AH to 300AH, 320AH, 350AH, and 560AH of Yifei Lithium can be applied to various scenarios in different scenarios, but for the future mainstream direction, some battery companies are also exploring.
Although energy storage orders are in the outbreak, the current energy storage business model is not perfect.
"The development of my country's energy storage industry has moved from technical verification to the initial stage of commercialization, but the large -scale application of energy storage in power systems is still in the early stage." Yue Fen further told reporters that in the future, it will need to vigorously develop energy storage in the future. Continuously carried out work in terms of life and safety improvement, reduction of cost, and mechanism design, and continued to innovate in the direction of high security, long life, low -cost technical direction. Market mechanism promotes the construction of a mature new energy storage business model.