The power of the day meets the explosion point of new energy storage technology
Recently, Tianneng Power's head Zhang Tianren said that the energy storage battery market is very large. The future use of renewable energy depends on energy storage. The current wind and photovoltaic can be completed through the energy storage system. However, due to the different fields, scenarios and conditions, energy storage batteries must be continuously researched and developed in the field of management systems to meet new market demands.
So, can Tianneng Power make a difference in the last 1 km of this new energy?
In the past two years, after the new energy industry experienced explosive growth, in the case of subsidized landslides, the development has encountered bottlenecks. The phenomenon of abandoning light and abandoning electricity is prominent. Whether it is necessary to store the wasted energy is needed. Focus on conquering. In addition, energy storage technology can also achieve smooth output of new energy power generation, eliminate day and night peaks and valleys, peak frequency modulation and spare capacity, to meet the urgent needs of stable power generation and safe access to the power grid.
Backed by policy
Zhitong Finance understands that the country has issued a number of energy planning policies, including the Energy Development Strategic Action Plan (2014-2020), the Energy Technology Revolution Innovation Action Plan (2016-2030), and the electricity “13th Five-Year Planâ€. "Planning, renewable energy, "13th Five-Year Plan", etc., all regard energy storage as one of the key research and development areas.
Recently, the National Energy Administration issued the “Guidelines for Energy Work in 2017â€, which clearly requires the formulation and implementation of the “Guiding Opinions on Promoting the Healthy Development of Energy Storage Technology and Industryâ€, and establishes a platform for R&D, comprehensive testing and engineering verification of energy storage technology systems. Promote experimental demonstration of key energy storage technologies. It also actively promoted the construction of the already started projects. During the year, it plans to build a number of energy storage projects such as Suzhou Phaeton, Tibet Nima, Dalian Rongke (partial), BYD Changsha Park, and Shanxi Sunshine. And solidly promote the Suzhou Industrial Park, Nandu Power, Sunshine Samsung and Trina Solar, Zhongtian Technology and other qualified projects. In addition, we will do a good job in the preliminary work of the energy storage power station projects such as Erlianhot and GCL.
According to the statistics of Zhongguancun Energy Storage Industry Technology Alliance, as of the end of 2016, the cumulative installed capacity of electrochemical energy storage in China reached 189.4MW, accounting for 11% of the world. The Zhongguancun Energy Storage Industry Technology Alliance predicts that the total scale of China's electrochemical energy storage will reach 2020 by 2020. 23.5 GW. It is understood that the current main application of energy storage systems is in the three markets of wind and light power station configuration energy storage, energy storage and thermal power unit bundling to participate in FM service and distributed power generation system with energy storage.
Energy storage industry is nearing the point of explosion
With the gradual clarification of policy support and the improvement of energy storage technology, the cost reduction will significantly accelerate the transition of energy storage projects from demonstration applications to commercial development. Nowadays, energy storage has achieved conditional commercial operation in areas such as renewable energy curtailment, peak-valley spread arbitrage, and auxiliary market services. Recently, many companies have gradually increased their efforts to open up the energy storage market.
The “Dalian 200MW/800MWh Flow Battery Energy Storage Peaking Power Plant National Demonstration Project†launched last year, with a total investment of 3.5 billion yuan, will become the world's largest chemical energy storage power station after completion. The first phase of 100MW/400MWh construction will be completed in December 2017 and will be completed in December 2018.
In February of this year, Guoxuan Hi-Tech signed a cooperation agreement with Beijing Fuweisi Oil and Gas Company and Information Industry Electronics Eleventh Design and Research Institute on the energy storage charging station project, and signed a 200MW energy storage power station project.
Recently, Linyang Energy teamed up with Yiwei Lineng to jointly promote intelligent distributed energy storage applications, establish a smart distributed energy storage operation center, and plan to build a cumulative 1GWh energy storage project in 18-20 years.
A number of large energy storage projects have been gradually implemented, and the energy storage industry may be on the verge of explosion.
Zhitong Finance has learned that McKinsey, a well-known consulting firm, will even list energy storage technology as one of the 12 disruptive technologies that will change the future. Large-scale energy storage technology is considered to be the pillar industry technology of the third world industrial revolution that keeps pace with new energy and the Internet. According to the International Energy Agency estimated (IEA), the global energy storage market in 2050 will reach trillions of dollars, China's market scale will reach number one trillion yuan.
Where is the strength of Tianneng Power?
In the face of such a large cake in the energy storage market, Tianneng Power, which is the leader in the energy storage industry, will naturally not miss it.
Tianneng Power began from the village-run small battery factory that was on the verge of collapse 30 years ago. It has experienced many reshuffles in the industry and eventually became the leading enterprise in China's power battery industry.
At present, Tianneng Power's lead-acid battery market share is over 40%. While continuing to upgrade the lead battery business, it will vigorously expand new businesses such as lithium batteries and energy storage. It is understood that Tianneng Power's lithium batteries will reach the total production capacity after production. Up to 5.5GWh.
Tianneng Power's share price has risen from HK$1.8, the lowest point in January 2015, to the current HK$7.7. The stock price trend is the result of market synergy, and behind the bulls and bears is a strong performance. In 2016, Tianneng's revenue was 21.5 billion yuan and its net profit was 906 million yuan, up 20.7% and 44.2% year-on-year respectively. It reached a record high. Its lithium battery, lead battery and waste battery recycling business all bloomed.
Current energy storage technologies mainly include mechanical energy storage, electrochemical energy storage, electromagnetic energy storage and phase change energy storage. The most widely used in the field of new energy is pumped energy storage, compressed air energy storage and flywheel energy storage in mechanical energy storage, as well as lead-acid batteries, lithium-ion batteries, sodium-sulfur batteries and flow batteries in electrochemical energy storage. These four types of energy storage are the mainstream of market research.
Lead-acid battery is one of the most widely used batteries in the world. It has mature technology, simple structure, convenient maintenance and high efficiency. What's more important is its low price and safety performance. It is often used in power systems. Accident power or backup power. In the past, most independent photovoltaic and wind power generation systems were equipped with such batteries.
It is worth mentioning that in recent years, carbon as a lead-acid battery active material carrier can greatly improve its energy and power, and significantly improve the service life of lead-acid batteries (> 5000 times), the application range of new lead-acid batteries Will be more extensive.
However, the market is worried that the problem of super lead-acid batteries is mainly caused by heavy metal pollution in the production process. However, for Tianneng Power, its lead battery production line has been successfully automated, closed, and negatively pressurized. The business of recycling used batteries, solid waste recycling, waste water recycling, and waste acid recovery has achieved good results. In terms of specific revenue, Tianneng Power's terminal waste battery recycling business developed rapidly, with a lead recovery rate of over 99%. In 2016, external sales revenue was approximately RMB 955 million, a year-on-year increase of 73.6%.
At the same time, for the preparation of the energy storage market, Tianneng Power, as the leader, has inherent advantages in technology. At present, it has 1,000 academicians including academicians, national thousand-person planners, US, Japanese and Korean battery experts, and doctors. The R&D team has accumulated 1,681 patents and participated in the formulation of more than 50 national-level industry standards.
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