Energy storage policy and high market heat -Lithium - Ion Battery Equipment
In today's energy industry, the most popular star business is energy storage. When we talk about energy storage, it seems that everyone can say a few words, but most people can not clearly define the exact definition of energy storage.
Then, the question arises - is energy storage really entering the spring, or is it trapped in an illusory foam?
Since the end of last year, the news about energy storage has shown an explosive growth trend. The theme of various forums and forums has the shadow of energy storage, and the voice of "the spring of energy storage industry is coming" is endless. In 2018, the heat of energy storage is further improved, and the degree of scenery even exceeds the hot topics of photovoltaic and wind power.
In sum, the popularity of energy storage should be related to the Guiding Opinions on Promoting the Development of Energy Storage Technology and Industry jointly issued by the Ministry of Finance, the Ministry of Science and Technology, the Ministry of Industry and Information Technology and the National Energy Administration last October. After the release of the guidance, many regions immediately issued corresponding policies, gradually increasing the heat of energy storage.(Lithium - Ion Battery Equipment)
What is energy storage? At the core, energy storage is the storage technology of electric energy and related equipment and facilities. Before the development of electric vehicles, energy storage was not well known. For a long time in the past, energy storage generally referred to pumped storage. Pumped storage power plants around the world have a history of 100 years and are mature energy storage technologies. Nowadays, when people talk about energy storage, they are more talking about power batteries and energy storage projects that help wind and solar power generation access the Internet.
If we look at the demand for energy storage, spring has indeed come, and it is very fierce. The development of electric vehicles is in full swing, and the demand for power batteries has increased significantly, which has led to a surge in the price of related mineral resources in the upstream of batteries, and a round of mining boom has emerged in the world. On the other hand, renewable energy grid connection, grid auxiliary services, distributed and micro grid construction, etc. all have a rapid growth in demand for energy storage.
Unfortunately, technically, the spring of energy storage has not yet come. Neither the power battery nor the energy storage battery energy storage system applied to power grid frequency modulation can be said to be mature. Especially in power battery, it can even be said that it is still in chaos, and all kinds of technical routes have failed to make the economy and endurance of electric vehicles comparable to that of automobiles. China's battery energy storage technology is also in the initial stage of participating in the research of grid frequency modulation, while the United States, Chile, Brazil and other countries have carried out theoretical research and demonstration verification in relevant aspects. It can be said that the ice is still unbroken, and efforts are needed.
However, the bottleneck of technology has not affected the energy storage industry to welcome the spring of capital investment. Companies of all sizes related to energy are launching energy storage projects, or at least studying energy storage related technologies and equipment. Energy storage has become a bright spot for listed companies to tell stories.
What needs to be vigilant is that capital intervention will certainly accelerate the foam of the industry. The Ningde era, which was pursued by all kinds of capital, was only seven years old, while the Watma, which once ranked among the top three in the battery industry, declined rapidly in one year and was on the verge of bankruptcy: it was in arrears with suppliers, broke, and its factories were even shut down for half a year. This is closely related to the serious overcapacity of lithium batteries caused by the influx of capital.
We hope to see the rapid development of the energy storage industry, but we do not want to see the energy storage industry blossom prematurely when the foundation has not been laid. In the half true spring, the tide of industry reshuffle is really coming.
Then, the question arises - is energy storage really entering the spring, or is it trapped in an illusory foam?
Since the end of last year, the news about energy storage has shown an explosive growth trend. The theme of various forums and forums has the shadow of energy storage, and the voice of "the spring of energy storage industry is coming" is endless. In 2018, the heat of energy storage is further improved, and the degree of scenery even exceeds the hot topics of photovoltaic and wind power.
In sum, the popularity of energy storage should be related to the Guiding Opinions on Promoting the Development of Energy Storage Technology and Industry jointly issued by the Ministry of Finance, the Ministry of Science and Technology, the Ministry of Industry and Information Technology and the National Energy Administration last October. After the release of the guidance, many regions immediately issued corresponding policies, gradually increasing the heat of energy storage.(Lithium - Ion Battery Equipment)
What is energy storage? At the core, energy storage is the storage technology of electric energy and related equipment and facilities. Before the development of electric vehicles, energy storage was not well known. For a long time in the past, energy storage generally referred to pumped storage. Pumped storage power plants around the world have a history of 100 years and are mature energy storage technologies. Nowadays, when people talk about energy storage, they are more talking about power batteries and energy storage projects that help wind and solar power generation access the Internet.
If we look at the demand for energy storage, spring has indeed come, and it is very fierce. The development of electric vehicles is in full swing, and the demand for power batteries has increased significantly, which has led to a surge in the price of related mineral resources in the upstream of batteries, and a round of mining boom has emerged in the world. On the other hand, renewable energy grid connection, grid auxiliary services, distributed and micro grid construction, etc. all have a rapid growth in demand for energy storage.
Unfortunately, technically, the spring of energy storage has not yet come. Neither the power battery nor the energy storage battery energy storage system applied to power grid frequency modulation can be said to be mature. Especially in power battery, it can even be said that it is still in chaos, and all kinds of technical routes have failed to make the economy and endurance of electric vehicles comparable to that of automobiles. China's battery energy storage technology is also in the initial stage of participating in the research of grid frequency modulation, while the United States, Chile, Brazil and other countries have carried out theoretical research and demonstration verification in relevant aspects. It can be said that the ice is still unbroken, and efforts are needed.
However, the bottleneck of technology has not affected the energy storage industry to welcome the spring of capital investment. Companies of all sizes related to energy are launching energy storage projects, or at least studying energy storage related technologies and equipment. Energy storage has become a bright spot for listed companies to tell stories.
What needs to be vigilant is that capital intervention will certainly accelerate the foam of the industry. The Ningde era, which was pursued by all kinds of capital, was only seven years old, while the Watma, which once ranked among the top three in the battery industry, declined rapidly in one year and was on the verge of bankruptcy: it was in arrears with suppliers, broke, and its factories were even shut down for half a year. This is closely related to the serious overcapacity of lithium batteries caused by the influx of capital.
We hope to see the rapid development of the energy storage industry, but we do not want to see the energy storage industry blossom prematurely when the foundation has not been laid. In the half true spring, the tide of industry reshuffle is really coming.
