Analysis of current situation and prospects of China's energy storage battery industry in 2023
In the composition of the energy storage system, the battery is the most important component of the energy storage system. Energy storage batteries generally refer to energy storage batteries. Energy storage batteries mainly refer to batteries used in solar power generation equipment, wind power generation equipment, and renewable energy storage.
Energy storage battery industry policy background
It shows that in recent years, in order to promote the development of the energy storage battery industry, our country has successively issued many policies, such as the “Opinions on Improving the System, Mechanism and Policy Measures for Energy Green and Low-carbon Transformation” issued by the National Development and Reform Commission and the National Energy Administration in 2022. Encourage new energy power generation bases to improve their independent adjustment capabilities and explore integrated participation in power system operations. Improve the mechanism for pumped hydropower storage and new energy storage to participate in the power market, and better play the regulatory role of relevant facilities.
Policies related to the energy storage battery industry in some provinces and cities
In response to the national call, various provinces and cities have actively promoted the development of the energy storage battery industry. For example, the “Tianjin Science and Technology Innovation “14th Five-Year Plan” issued by Tianjin City has developed key materials for energy storage batteries such as new positive and negative electrodes, and researched high safety, long-term Long-life, low-cost, large-scale advanced energy storage technology, research on large-scale energy storage system integration technology, key influencing factors of energy storage battery capacity decline and life prediction technology, research on digital intelligent energy storage system monitoring and control technology.
Energy storage battery industry chain
The energy storage battery industry chain can be divided into upstream raw materials and equipment, midstream energy storage systems and integration, and downstream power system energy storage applications. The upstream raw materials of energy storage batteries mainly include positive electrode materials, negative electrode materials, electrolytes, separators, and structural parts; the upstream integrated system equipment mainly includes coaters, mixers, etc. The middle reaches of the industrial chain mainly focus on the integration and manufacturing of energy storage systems. A complete energy storage system generally includes four major components: battery pack, battery management system (BMS), energy management system (EMS) and energy storage converter (PCS). component. The application scenarios downstream of the industrial chain are mainly power system energy storage on the power generation side, grid side and user side.
Analysis of market status of China's energy storage battery industry
1. Energy storage battery shipments
From 2020 to 2022, my country’s energy storage battery shipments will grow rapidly. Especially in 2022, due to the European energy crisis caused by the geopolitical conflict between Russia and Ukraine, coupled with the reform of the domestic power market, my country’s energy storage battery shipments continued the strong growth momentum of the previous year, and the annual energy storage battery shipments reached 130GWh. A year-on-year increase of 170.8%.
2. Product shipments of energy storage battery segments
From the perspective of market segments, the largest shipment volume of power energy storage batteries reached 92GWh, a year-on-year increase of 216.2%, accounting for 70.8%. Household energy storage batteries followed closely, with shipments of 25GWh, a year-on-year increase of 354.5%, accounting for 19.2%. Communication energy storage battery shipments were 9GWh, a year-on-year decrease of 25%, accounting for 6.9%. Portable energy storage battery shipments were 4GWh, a year-on-year increase of 207.7%, accounting for 3.1%.
3. New installed capacity of energy storage batteries
Benefiting from the continued decline in battery costs and the stimulation of government policies, my country’s energy storage battery has achieved a new installed capacity of 5.8GWh in 2021 based on the 0.3GWh newly put into operation in 2017. From 2017 to 2021, my country’s energy storage battery. The average annual compound growth rate of new energy storage battery installations is as high as 109.7%. In the context of national energy transformation and carbon neutrality strategies, energy storage batteries are an important part of power system reform and new energy power construction. It is expected that my country’s energy storage batteries will reach 7 GWh by 2023.
4. Competitive landscape of energy storage batteries
The competitive landscape of my country’s power energy storage battery industry is relatively concentrated, and the head effect is relatively obvious. In 2021, China’s energy storage battery shipments reached 48Gwh, a year-on-year increase of 2.6 times. CATL’s energy storage battery market share reached 59.7%; BYD ranked second, with a market share of 16.0% of energy storage batteries; AVIC Lithium ranked third, with an energy storage battery market share of 16.0%. The market share is 4.3%; Guoxuan Hi-Tech accounts for 4%.
Energy storage battery development trends
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1. Lithium-ion batteries gradually replace lead-acid batteries
Batteries are a highly efficient form of energy storage. Lithium-ion batteries have the advantages of low environmental pollution, high energy density, long cycle life, and strong rate performance. As their costs decrease, the economics of lithium-ion batteries have become increasingly prominent, and their applications in the energy storage market have become increasingly widespread. Lithium-ion batteries are more widely used in new battery energy storage facilities, and existing lead-acid batteries that have been put into use are gradually being replaced by lithium-ion batteries. In the future, the energy storage lithium-ion battery market has great development prospects.
2. Lithium iron phosphate batteries are very popular
Among energy storage lithium-ion batteries, lithium iron phosphate batteries have more advantages than ternary material batteries and are the mainstream development direction of lithium-ion batteries in the future. The main reason is that energy storage batteries mainly focus on the economy of battery production and use. More Consider battery cost, cycle performance, life cycle cost and other factors. Therefore, lithium iron phosphate batteries are favored due to their low production costs and high cycle times.
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