Energy storage opens trillion track, how can we grasp the business opportunities
Energy storage opens trillion track, how can we grasp the business opportunities
In recent years, China's energy storage market has been developing at a high speed, the national installed scale of new energy storage continues to surge, and the capital market's investment in the energy storage industry is showing a blowout outbreak. According to the statistics of China Physical and Chemical Power Supply Industry Association Energy Storage Application Branch, by 2025, the scale of new energy storage industry is expected to exceed one trillion dollars, and by 2030 it is expected to be close to 3 trillion.
So, what exactly is the reason, prompted by energy storage in these years to maintain the trend of rapid growth?
National policy
In the past, China's energy generation structure is relatively single, coal-based traditional energy accounted for more than 73% of the total power generation, and became the pillar of national energy generation for a long time. However, the impact of coal power generation in terms of air pollution and exacerbation of climate warming has been increasingly emphasized. Therefore, the development of green and clean energy has been mentioned many times in government reports.
The 20th Party Congress once again made clear the goal of accelerating the "double carbon" work and accelerating the transformation of the energy structure. As a result, the application of clean energy such as photovoltaic power generation is becoming more and more widespread, and new energy distribution and storage has also become a key support direction. At present, the country has 23 provinces and municipalities have introduced a new energy storage policy, requiring new energy power station through self-built or leased, according to the installed capacity of 10% -20% ratio of the configuration of the energy storage equipment, energy storage needs by the policy to further expand.
Market environment
Not long ago, many regions in China had a succession of power limitation storm, some factories even appeared in the case of power supply by the hour, which undoubtedly caused a lot of inconvenience to the enterprise production and life. But in fact, China is not short of electricity at all, power supply only in the peak hours of electricity consumption, large-scale simultaneous use of electricity, the problem of power restrictions. This also shows that electricity is wasted and not effectively utilized in the valley time.
Huaxiang Power has been focusing on this problem for a long time. For industrial and commercial power storage, we have designed and developed a standard 20-foot/40-foot integrated container energy storage system. Compared with the same type of products on the market, it not only selects the branded square aluminum shell battery core of first-tier manufacturers, but also has many intelligent components and safety protection such as three-stage fire protection system, temperature control system, cloud real-time monitoring, BMS battery management system, PCS bi-directional energy storage converter, STS on/off-grid switching switch, EMS energy management system, and so on.
With decades of industry reputation and scientific research strength, Huaxiang Power's containerized energy storage system is designed to solve the power shortage problems plaguing enterprise users, strengthen electricity demand management, ease peak electricity loads, shave peaks and fill in valleys, etc., and then realize peak and valley arbitrage. While saving electricity costs, it brings considerable benefits.
Return on Investment
Today's industrial and commercial electricity consumption, basically have implemented a two-part system, that is, the peak and valley electricity consumption prices are different, and there is a small price difference. At this time, through the containerized energy storage system, it is possible to store excess power when the electricity price is low, and then release the stored power when the electricity price is high, to fill the high cost of high electricity price.
Let's take a Huaxiang Power standard 20-foot, rated 500kW, 1075kWh containerized energy storage system in Zhejiang Province as an example.
Industrial and commercial electricity prices in the peak hours of 1.6 yuan / kWh or so, while the valley hours of 0.4 yuan / kWh or so, the peak and valley price difference of 1.2 yuan / kWh. In the configuration of the total investment of 2 million yuan, the service life of more than 15 years of Huaxiang power container energy storage system, according to the daily two charges and two discharges, the use of 300 days a year to calculate. Only one year can make a profit of more than 700,000 yuan, more than 3 years can recover the cost, and then start to make a profit.
Energy time-shift management and uninterruptible power supply
In the installation of photovoltaic power generation equipment used in the region, Huaxiang power container energy storage system can also be used with photovoltaic power generation, to achieve energy time-shift management. Industrial and commercial users configure energy storage system, in the photovoltaic power generation output is large, will temporarily unable to self-consumption of electricity stored in the battery, in the photovoltaic power generation output is insufficient, will be released in the battery to the power load to use, through the energy storage system to balance the power generation and power consumption, enhance the photovoltaic power generation and elimination rate, maximize the benefits of maximizing the use of electricity.
And in case of power limitation or power failure, Huaxiang Power's containerized energy storage system can be used as an uninterruptible backup power supply to provide electricity, accessing the circuit within 20ms to guarantee the smooth progress of production.
It can be predicted that the golden age of energy storage has arrived. With the carbon neutral goal to promote one after another, energy storage supportive policy efforts are expected to further enhance. Whether it is the market environment, or industrial and commercial investment returns, as a backup power supply, high-capacity energy storage system has a strong competitive edge. In the face of rapid and huge market demand at home and abroad, the trillion dollar track of energy storage has gradually unfolded.
