From the perspective of domestic energy storage application scenarios, energy storage on the power side, grid side and user side has all increased. Among them, "large storage" dominates, and the total energy storage scale of power side and grid side projects accounts for 96%. According to statistics, from January to May, a total of 30 grid-side energy storage projects were put into operation, with an installed capacity of 1937.41MW/4170.66MWh; a total of 25 power-side energy storage projects were put into operation, with an installed capacity of 940.0MW/2000.5MWh. Although the installed capacity of user-side energy storage is only 83.57MW/125.48MWh, the number of projects is comparable to that of grid-side and power-side projects, reaching 29. It is worth mentioning that from the perspective of domestic energy storage technology routes, lithium iron phosphate energy storage is very popular. From January to May, the number of lithium iron phosphate energy storage projects put into operation accounted for more than 92% of the electrochemical energy storage projects put into operation. This means that lithium batteries, especially lithium iron phosphate batteries, occupy an important position in the new energy storage market, or may gradually replace traditional lead-carbon batteries. At the same time, energy storage batteries account for about 60% of the cost of electrochemical energy storage systems, becoming the current focus of competition in the energy storage track.
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Battery companies rely on their innate advantages to develop the second growth pole of energy storage
In fact, since 2022, the shipment and proportion of energy storage batteries of leading battery companies have shown a rapid growth trend. Among them, the growth rate of energy storage shipments of Envision Power, Yiwei Energy Storage, Ruipu Lanjun, Penghui Energy and other companies in 2022 has exceeded 5 times. As the leader of power batteries, Ningde Times, the shipment of energy storage batteries in 2022 also increased by 217.36% year-on-year, which is much higher than the growth rate of power batteries. If it is said that in 2022, the new technology of energy storage batteries in China will accelerate the iteration, and the scale of domestic and foreign markets will increase, which will arouse the enthusiasm of domestic leading battery companies to develop energy storage tracks, then in 2023, with the launch of new energy storage batteries by leading battery companies, China's energy storage industry is ushering in a more imaginative year. Thanks to the clustering effect of the power battery industry, my country's battery companies also have a first-mover advantage in the energy storage track. From cells to Pack technology, to system integration technology, you can learn from the rich experience of the power track.