The installed capacity exceeds 30 million kilowatts, and the energy storage market may usher in a new track

Energy storage materials help energy transformation

The realization of my country’s dual carbon goals cannot be achieved without energy conservation, emission reduction and energy transformation. Driven by the "double carbon" goal, wind power and photovoltaic power generation are developing rapidly. Data released by the Ministry of Energy show that my country's newly installed wind power and photovoltaic power generation capacity will exceed 100 million kilowatts in 2021, of which wind power will add 47.57 million kilowatts and photovoltaic power generation will An additional 52.97 million kilowatts of power generation was added. The growth of wind power and photovoltaic power generation, the difficulty of hydrogen energy storage and transportation, and the battery industry are facing new environmental protection requirements... These have put forward higher requirements for energy storage materials. In addition, in the "Implementation Plan for New Energy Storage Development during the 14th Five-Year Plan" jointly issued by the National Development and Reform Commission and the National Energy Administration, it also focuses on promoting the large-scale development of energy storage and supporting the construction of a new power system. It can be seen that the development of energy storage materials is of great significance to the adjustment of the energy structure.

　The energy storage system ensures the balance between power supply and demand

The energy storage system can ensure the stable and smooth output of power. In power transmission and distribution In this link, the energy storage system can play a role in peak shaving and improving grid performance. Setting up energy storage stations of appropriate size in the power grid can enhance the power grid's ability to withstand shocks, increase the adjustment range, better achieve a balance between supply and demand, and effectively alleviate the power supply pressure caused by peak electricity consumption in winter and summer.

　Policy Environment for the Energy Storage Industry

　On April 21, 2021, the two central ministries and commissions issued the "On Accelerating the Promotion of "Guiding Opinions on the Development of New Energy Storage (Draft for Comment)" requires that the installed capacity of new energy storage should reach more than 30 million kilowatts by 2025. In February 2022, the two ministries and commissions officially issued the "Implementation Plan for the Development of New Energy Storage during the "14th Five-Year Plan"", which requires that by 2030, new energy storage core technology and equipment will be independently controllable, and technological innovation and industrial levels will rank among the best in the world, in line with all aspects of the power system. The deep integration and development of all aspects will fully support the realization of the carbon peak target in the energy sector as scheduled.

In May 2021, the National Energy Administration issued the "Notice on Matters Concerning the Development and Construction of Wind Power and Photovoltaic Power Generation in 2021", which for the first time included new energy storage as aOne of the conditions for market-oriented implementation of grid connection; in August 2021, the National Development and Reform Commission issued the "Notice on Encouraging Renewable Energy Power Generation Enterprises to Build or Purchase Peaking Capacity to Increase the Scale of Grid Connection", which for the first time clarified the requirements for building energy storage at the national level. According to the ratio, power generation companies allocate peaking and energy storage resources through market-based methods, which is equivalent to establishing a market for regulating resources in the transition stage.

National and local levels have introduced many relevant policies that have far-reaching impacts on the energy storage industry. Overall, they are good for the energy storage industry and have set clear goals for the future standardized development of the energy storage industry. Favorable policies will also drive breakthroughs and innovations in national energy storage equipment.

Energy storage has become a hot topic in the two sessions Representatives of the two sessions suggest strategies

At present, the two sessions have Towards the end of this year's Two Sessions, Tang Yue, a representative of the National People's Congress and chairman of Chutian Technology, put forward a number of suggestions on Changsha's urban development strategy, including supporting Changsha in building a national advanced energy storage industry cluster, supporting Changsha in building a national central city, etc., focusing on regional economic development.

In response to the lack of an independent energy storage market operation mechanism, some cities have put power-side energy storage in operation and have been idle for a long time, resulting in serious waste and imbalance in energy storage allocation. Member of the National Committee of the Chinese People's Political Consultative Conference, Goldwind Science and Technology Chairman Wuhan Iron and Steel pointed out that it is necessary to adjust the energy storage allocation policy, guide the rational layout of energy storage, expand the scope of flexible resources, encourage flexible energy storage allocation models, and establish a new energy allocation and energy storage market mechanism.

The suggestions of representatives of the two sessions reflect the existing problems and deficiencies in the current energy storage industry and market to a certain extent. The domestic energy storage industry is still in its infancy and has not yet formed a mature industrial cluster. , Insufficient investment in basic R&D and core technologies requires not only high-quality enterprises to make forward-looking plans, but also the coordinated efforts of the entire industry chain upstream and downstream and the strong support of government departments. During this two sessions, "energy storage" has become a keyword repeatedly mentioned by representatives. The installed capacity of more than 30 million kilowatts by 2025 also reflects the potential of the energy storage market. A new track for the energy storage market is being laid. .