With favorable policies, electrochemical energy storage has good development prospects

Electrochemical energy storage refers to the process of energy storage, release and management completed by batteries. It has the advantages of being less affected by geographical conditions, fast response speed, and high energy density. It is currently the electricity storage with the widest application range and the greatest development potential. Energy technology.

The upstream of the electrochemical energy storage industry chain is the supply of electrolytes, battery separators, positive and negative electrode materials and other raw materials. The main suppliers are Defan Nano, Shanshan Co., Ltd., Enjie Co., Ltd., Sinoma Technology, etc.; the midstream is the supply of various batteries. Production and production, mainly including flow batteries, lead batteries, sodium-ion batteries, lithium-ion batteries, etc.; downstream are widely used in new energy, consumer electronics, electric vehicles, grid energy storage and other fields.

In recent years, the country has issued a number of policies to encourage and support the development of the energy storage industry and provide a good development environment for electrochemical energy storage. In April 2022, the National Energy Administration issued the “Notice on Strengthening the Safety Management of Electrochemical Energy Storage Power Stations”, proposing that in the planning process of electrochemical energy storage power station projects, we must adhere to bottom-line thinking and reasonably determine the site selection and operation of electrochemical energy storage power stations. Layout and construction of safety facilities. In August 2022, five departments including the Ministry of Industry and Information Technology jointly issued the “Action Plan to Accelerate the Green and Low-Carbon Innovative Development of Electric Power Equipment”, proposing to significantly improve the reliability of electrochemical energy storage equipment and accelerate compressed air energy storage and flywheel energy storage. Equipment development, research and development of multi-level fire safety protection technology and equipment for energy storage power stations.

According to the “China Electrochemical Energy Storage Industry Application Market Demand and Development Opportunities Research Report 2023-2028” released by the Industrial Research Center , from the perspective of the global market, the United States is the world’s largest electrochemical energy storage market, with newly installed power accounting for nearly 50% of the global total. China is the second electrochemical energy storage market, with newly installed power accounting for The ratio is about 27%. From the perspective of the domestic market, my country’s electrochemical energy storage industry has developed rapidly due to various favorable factors, and the cumulative installed capacity of electrochemical energy storage continues to grow. In 2022, China’s cumulative installed capacity of electrochemical energy storage will exceed 10GW, a year-on-year increase of approximately 99%.

After a period of development in my country’s electrochemical energy storage industry, the number of companies has continued to increase, production technology and R&D capabilities have continued to improve, and the industrial chain system has become increasingly perfect. At present, companies in the domestic electrochemical energy storage industry are mainly located in coastal areas such as Shanghai, Guangdong, Jiangsu, Anhui, and Fujian. Representative companies include CATL New Energy Technology Co., Ltd., Huizhou Yiwei Lithium Energy Co., Ltd., and Shanghai Paineng Energy Technology Co., Ltd., Sungrow Power Supply Co., Ltd., etc.

Industry analysts said that electrochemical energy storage technology, as a clean and efficient energy storage technology, is optimizing the energy structure and improving It plays an important role in resource utilization and reducing energy consumption. With the continuous advancement of the “dual carbon” policy and the continuous development of photovoltaic, wind power, new energy vehicles and other industries, the market demand for electrochemical energy storage will continue to grow, and the industry is booming.