In recent years, new Energy Storage technologies are undergoing rapid innovation and development, product iteration and upgrading, energy storage installed capacity doubling, the construction of 100-megabyte energy storage power stations in China is in full swing, and local industrial supporting policies have been issued. In particular, the implementation Plan for the Development of New Energy storage in the 14th Five-year Plan jointly issued by the National Development and Reform Commission and the National Energy Administration was released this year, which once again boosted the demand and confidence of the energy storage industry.
According to the data forecast of 2022 Energy Storage Industry Application Research Report of Energy Storage Application Branch of China Chemical and Physical Power Supply Industry Association, by 2025, the increment of installed electrochemical energy storage is expected to reach 12GW, and the accumulative installed capacity will reach about 40GW, more than 90% of which will be dominated by Lithium ion Batteries. After 2025, the annual installed increment of electrochemical energy storage will remain at 12-15GW, and it is expected that the installed scale of electrochemical energy storage will reach about 110GW by 2030. Energy storage converters, as an important component in energy storage system integration, have benefited from the rapid development of the industry and the continuous stimulation of huge market potential, and have become an important direction for PCS manufacturers to expand.
PCS are converters that connect the battery system to the grid (and/or load) for bi-directional energy conversion in an electrochemical energy storage system. It can not only meet the inverter requirements of traditional grid-connected converters to convert DC to AC, but also meet the bidirectional current converter requirements brought by "charge + discharge" of energy storage system. It can charge and discharge batteries, and can be used in photovoltaic, wind power smoothing, peak cutting and valley filling, micro-grid and other occasions.
Energy storage applications according to the Chinese chemical and physical power industry association branch of industry policy research center statistics show that the current 30 PCS listed enterprises, of which progress data, sunlight, power supply, can on the electronics, electrical, lu ShengHong stake, since the new scenery, China science and technology, change especially electrician, wo hope electrical, intellectual light electrical and enterprise development speed is more outstanding.
According to the information analysis disclosed in the annual reports of listed companies in 2021, the energy storage converter industry still has huge development opportunities in the future. With the acceleration of the development of the industry, the competition among listed companies will become more heated.
Kehua Data: The company has been in power generation side and grid side, electricity side and micro network storage areas such as layout, energy storage solutions with full series, the full scene, in the thermal power frequency modulation, renewable energy grid, power transmission and distribution, commercial and industrial park, data center, city light ChuChong and weaknesses/areas without electricity from the grid micro network, intelligent household light storage, etc all have rich practical experience, It can meet the needs of customers and market for stable, efficient and green electricity.
Sunshine Power supply: The company's energy storage business is growing rapidly. The 1500V full-scene energy storage system solution has significantly reduced cost and increased efficiency, which has become the key support technology for the large-scale development of new energy + energy storage under the pressure of light storage and affordable Internet access. In 2021, the company's energy storage system shipments will achieve a exponential growth, with global shipments reaching 3GWh in that year.
Colu Electronics: As one of the early enterprises in the field of energy storage in China, it has been deeply engaged in the energy storage industry for many years. Based on self-developed battery pack, PCS, EMS, BMS and other products, colu Electronics has created energy storage system products with global core competitiveness.
Shangneng Electric: The company's energy storage bidirectional converters have been widely used in "photovoltaic + energy storage", "wind power + energy storage", thermal power combined energy storage FM, user-side energy storage, independent energy storage power station and other fields.
New scenery: The company has early storage of high-voltage cascades PCS technology and advanced technical level. It will be put into the market in 2021 and fully participate in the fields of power-generation side energy storage and user-side energy storage.
Shenghong Is the first multi-branch energy storage converter to connect multiple groups of batteries to the energy storage converter to reduce the parallel connection of battery clusters, reduce battery loss, make better use of batteries, reduce construction costs, and further improve the performance and efficiency of the whole system.
Huazi Technology: Relying on the advantages of power industry chain for many years, the company provides users with multi-function complementary integrated system solutions and "new energy + energy storage" business. Independent research and development of energy management system (EMS), energy storage converter (PCS), anti-island protection device and other key equipment to achieve peak cutting valley filling, photoelectric self-use, fast charging, emergency power supply and other functions, for the company's "new energy + energy storage" business model to lay a solid foundation for the rapid landing.
Tbea Electric: Energy storage converters stand out in the industry with the advantages of low cost, high efficiency, friendliness and multi-function.
Hewang Electric: the products cover PCS(AC/DC, DC/DC), PCS box transformer integrated machine, EMS, outdoor industrial and commercial energy storage system integrated machine, off-grid controller and other equipment and related systems. It has been applied in batch in all energy storage application scenarios such as power generation side, power grid side and user side, leading the industry in equipment production and system integration capability.
Zhiguang Electric: Besides battery cells, zhiguang energy storage has its own core technologies and equipment such as battery PACK integration, BMS, PCS and EMS, and can provide battery and battery PACK testing technology services.
It is understood that the current private PCS, huawei, SMA, inbev electrical, electrical era, crown lung power, its new energy, cheng genesis, south tianjin electric institute, day after confirmed, DE l, new energy, new ai power, Michael can Greg, nine science and technology, and guerrero watt, soering electrical, etc., these companies active in the field of energy storage is very high, have good market performance.
