With the formulation and promotion of the mainland's strategic goal of "carbon peaking and carbon neutrality", the proportion of clean energy such as photovoltaics and wind power and energy storage system electricity access will be greatly increased, which has brought huge development space to the energy storage market.
On July 23, 2021, the National Development and Reform Commission and the National Energy Administration issued the latest energy storage policy "Guiding Opinions on Accelerating the Development of New Energy Storage", the main goal is to achieve the transformation of new energy storage from the initial commercialization to large-scale development by 2025, with an installed capacity of more than 30 million kilowatts (30GW); by 2030, to achieve the comprehensive market-oriented development of new energy storage.
Energy storage systems can be divided into physical energy storage, electrochemical energy storage and electromagnetic energy storage according to the types. Physical energy storage includes pumped energy storage, compressed air, flywheel energy storage, hydrogen storage, etc., which are mainly used in working scenarios above the age limit; electrochemical energy storage includes sodium-sulfur batteries, flow batteries, lithium-ion batteries, etc., which are mainly used in working scenarios from minutes to hours; electromagnetic energy storage includes supercapacitor energy storage, superconducting energy storage, etc., mainly used in second-level working scenarios. At present, the most widely used is water storage and energy storage, accounting for more than 70% of the world.
However, in recent years, driven by policies, the development of electrochemical energy storage systems in the mainland has been relatively rapid, and the proportion of electrochemical energy storage in the total energy storage market has increased from 4.9% to 9.2% in 2019-2020, and it has been applied on the power generation side, the power grid side and the electricity consumption side.
This paper mainly introduces the basic situation of upstream and downstream suppliers and integrators in the mainland electrochemical energy storage industry through the industrial chain combing, mainly including battery suppliers, EMS/BME suppliers, energy storage converter suppliers and system integrators.
Due to the limitation of space and the strong versatility of some parts, the box, cooling system suppliers, system operators and foreign suppliers/integrators (such as electric piles, Bosch, Tesla) do not comb.
An energy storage power station in Zhenjiang, Jiangsu Province
Battery supplier
Ningde era
CATL is currently the absolute leader of domestic battery manufacturers, and its batteries and related management system products are mainly for the new energy vehicle and energy storage markets. The energy storage business of the Ningde era is mainly based on lithium iron phosphate batteries, and the sodium-ion batteries under research are expected to be mass-produced in 2023, and the current energy storage business cooperation includes Yongfu shares, National Times (State Grid), Nebulas Times (Nebulas shares), Crestec, GLP, etc.
In the field of energy storage, the ToC business model of the Ningde era is mainly to undertake and jointly undertake energy storage projects at all levels of the country, as well as strategic cooperation with energy storage system integration manufacturers, photovoltaic system integrators, etc., to provide them with battery modules, form deep binding, and improve the layout of the industrial and commercial side.
(NINGDE times and BYD have a layout in battery supply and project implementation, the business volume is large, and the follow-up integrator part is no longer introduced separately)
BYD
BYD began to develop energy storage systems in 2008 and is currently mainly engaged in energy storage business in overseas markets. BYD's energy storage products cover the market demand of small household energy storage products, industrial and commercial energy storage systems and large to public container systems, covering more than 50 countries and more than 300 cities around the world, with total global sales of more than 1.7GWh so far.
In 2020, BYD released the energy storage product BYD Cube, which covers an area of only 16.66 square meters of energy storage capacity of 2.8MWh, which is 90% higher than the energy density per unit area of the 40-foot standard container energy storage system in the industry, and takes the lead in supporting 1300V DC voltage. Judging from public information, BYD currently only provides battery module products to a small number of customers such as power grid groups, and most of the business comes from energy storage system integration and project landing.
(BYD and Ningde era have a layout in battery supply and project implementation, the business volume is large, and the follow-up integrator part is no longer introduced separately)
China New China New Airlines (formerly AVIC Lithium Battery)
China Innovation Aviation has relatively mature experience in energy storage projects, and has undertaken stable operation of energy storage systems for five years, which is in a leading position in China.
Up to now, China Innovation Aviation has achieved full coverage of offshore islands, remote plateaus, high cold and low pressure and other application scenarios in the field of energy storage, with a total of more than 20 projects and a total installed capacity of more than 150MWh. AvIC lithium battery existing lithium battery production capacity of 11GWh, according to the plan, by 2025 AVIC lithium battery power battery production capacity will reach 100GWh, these batteries will be mainly used in new energy vehicles and energy storage market.
Guoxuan Hi-Tech
Guoxuan Hi-Tech officially established the energy storage division in 2016 to enter the field of battery energy storage, and currently provides battery systems to energy storage projects as the main mode of operation.
On January 12 this year, Guoxuan Hi-Tech issued an announcement that Hefei Guoxuan received the "Notice of Winning the Bid" from Anhui Energy Power, confirming that the consortium formed by Hefei Guoxuan and southwest electric power design institute became the winning bidder of the "Huaibei Anhui Energy Storage Power Station Phase I (103MW/206MWh) Project General Contractor", responsible for providing the DC side battery energy storage system of the project.
Ewell Lithium Energy
Ewell Lithium energy has a layout in the fields of communication energy storage, power energy storage, wind and solar energy storage, distributed energy systems, etc., mainly providing battery systems for energy storage fields. Previously, Powin Energy, an American energy storage system integrator, signed a two-year total supply agreement with Ewell Lithium Energy, and Ewell Lithium Energy will become a battery supplier for the Powin Battery Energy Storage System (BESS) project.
At the same time, Ewell Lithium Energy will also be put into production this year and delivered Huawei's 3GWh energy storage battery project. In order to ensure the supply of energy storage batteries, Ewell Lithium Energy has signed a joint venture agreement with Linyang Energy to start the construction of the 10GWh lithium iron phosphate energy storage battery project with an annual output of about 3 billion yuan.
Sunwoda
Sunwoda also provides power batteries and energy storage battery products to the market. On February 26 this year, according to the news released by Zaozhuang National High-tech Zone, the annual output of 30GWh power battery project of Sunwoda officially started construction. According to reports, the project plans to cover an area of 1,000 acres, with a construction area of about 1 million square meters, a total investment of 20 billion yuan, and the main construction of 30GWh power batteries, energy storage batteries and supporting production bases
Ganfeng Lithium
At present, Ganfeng Lithium's lithium battery products cover more than 20 kinds of solid-state batteries, consumer batteries, polymer small batteries, power batteries, energy storage systems, and its Ganfeng Power is mainly responsible for the production and manufacture of power batteries and energy storage batteries. From the perspective of product categories, Ganfeng Lithium's batteries for the energy storage market are lithium iron phosphate batteries, and they are mainly based on battery sales.
BMS/EMS system supplier
BMS and EMS (that is, battery management system and energy management system) is the management and control center of the energy storage system, BMS is mainly for the battery in the energy storage system to detect, evaluate, protect and balance, through a variety of data to monitor the cumulative processing capacity of the battery, and protect the battery safety; EMS mainly through data acquisition, network monitoring and energy scheduling to achieve energy control within the microgrid of the energy storage system, to ensure the normal operation of the microgrid and the entire system.
At present, the EMS/BMS suppliers in the energy storage market include battery manufacturers, new energy vehicle BMS manufacturers, and enterprises that specialize in the development of energy storage market management systems. Battery manufacturers and new energy vehicle BMS manufacturers currently have a large market share due to more product research and development experience.
But at the same time, the BMS on the electric vehicle and the BMS on the energy storage system are different, the number of energy storage system batteries is very large, the system is very complex, and the operating environment is relatively harsh, which puts forward very high requirements for the anti-interference performance of the BMS; at the same time, the energy storage system has many battery clusters, there is a balanced management between the clusters and circulation management, which is not necessary to consider the BMS on electric vehicles. Therefore, emS/BMS on energy storage systems also needs to be developed and optimized by the supplier or integrator itself according to the actual situation of the energy storage project.
BYD has established a BMS factory research department, specializing in battery cells, BMS and related insurance, capacitors, photovoltaics, energy storage and other businesses. BYD's electric vehicles are equipped with their own battery and battery management systems, and their battery management systems have the functions of automatic equalization of battery cells in addition to basic battery energy management and battery thermal management functions. However, due to the difference between the BMS on electric vehicles and the BMS on energy storage systems, the battery management strategy of BYD energy storage products will also be different, and there is no public data to analyze the performance or technical indicators of its energy storage system BMS.
The BMS of the Ningde era is also integrated in the battery pack, and with the sales of battery modules and the application of projects in the field of new energy vehicles and the energy storage market, it will generally not be provided to integrators or new energy vehicle companies in the field of energy storage alone.
Joyson Electronics
Founded in 2004 and headquartered in Ningbo, China, Joyson Electronics was listed on the Shanghai Stock Exchange in December 2011 and acquired Preh germany in the same year. Preh, a subsidiary of Joyson Electronics, provided a battery management system to bmw's i3 pure electric vehicle, becoming the first auto parts company in China to provide a battery management system to BMW. In addition to applications in new energy vehicles, Joyson Electronics also wants to provide BMS systems in the field of energy storage.
Yineng Electronics
Founded in 2006, Yineng Electronics Co., Ltd. is located in Zhongkai High-tech Industrial Development Zone, Huizhou City, Guangdong Province. Yineng Electronics Co., Ltd. is committed to the research and development, production and sales of large-scale power management systems such as electric vehicles and energy storage power stations, and is a supplier of electric vehicle battery management systems with leading technology and high market share in China. The company's automotive BMS products include EV01, EV02, EV03, EV04, EV05 series, and also provide large-scale BMS products to energy storage system integrators.
Synergy Technology
Founded in May 2012, Xieneng Technology is engaged in the research and development and production of new energy battery management technology, and provides professional battery management overall solutions. The company's existing energy storage, electric vehicles, backup power supply, two-wheeler, ladder utilization and other five major areas of multiple models of BMS products, at the end of 2019 launched the industry's first 1500V energy storage BMS products, support 1500V total voltage sampling and insulation testing, the product has been heavily commercialized.
Science and Technology Electronics
Hangzhou Kegong Electronic Technology Co., Ltd. is one of the few national high-tech enterprises in China that only focuses on energy storage BMS research. The founders of Kegong Electronics have rich practical experience and innovation ability in various types of battery acquisition technology, two-way DC/DC active equalization technology, SOX technology, especially SOC and SOH technology, IEC61850 technology, EMC/EMI technology, etc.
At present, science and technology products can be done as long as the on-site wiring is not wrong, almost without too much debugging. The system has been able to achieve remote upgrade function in 2019, as early as 2018, it completed a number of 1500V high-voltage energy storage system export BMS supporting; and with a number of manufacturers in TUV and Intertek to obtain UL and TUV certification and certificate of high-voltage system, while completing 3 high-voltage 10KV in-line system BMS matching. In the past 5 years, the cumulative shipment of energy storage BMS has exceeded 2.6GWh.
Pinen Technology
Founded in 2009, Pai Neng Technology was deeply involved in the energy storage industry at the beginning of its establishment, with design, development and production capacity from batteries to modules to BMS, EMS is also under development, and PCS is not currently involved. In the executive experience disclosed in the prospectus, three of them are formerly appointed by BYD as the company's technical director.
The production process of Pinen Technology products includes the production of soft pack batteries, the production of battery management systems and the assembly of energy storage battery systems, in addition to the pcblicing and harness processing of circuit boards in the production process of BMS through outsourcing, other links are operated by Pinen Technology itself.
Colle technologies
Shenzhen Kelie Technology Co., Ltd. is a supplier focusing on key components of electric vehicles, and is a leading enterprise in the research and development and sales of lithium battery management system (BMS) in China. The company was founded in March 2010 and is headquartered in Shenzhen Nanshan High-tech Industrial Park. Collier Technology masters the four core technologies of the world's leading power battery management system: active balancing, system calibration, functional safety, and data analysis. The company officially landed on the New Third Board on July 15, 2015.
Gaut Electronics
Founded in 1998, Hangzhou Gaote Electronic Equipment Co., Ltd. is committed to the application characteristics, capacity analysis and service of valve-controlled lead-acid batteries (VRLA), lead carbon batteries, lithium iron phosphate batteries, and provides many advanced, reliable and systematic solutions and product services for users in the electric power, communications, electric vehicles, energy storage and other industries.
At present, Gaote Electronics has energy storage power station battery management system (ESBMS), household energy storage battery management system (FEBMS), energy storage system integrated centralized control unit (ES-CCU), intelligent battery pack monitoring and management system (DJX), intelligent battery pack load tester (FZY), UPS power supply system and battery intelligent network management system, substation intelligent equipment operation status information management system and other products are used in energy storage, electricity, communications, Users in automotive manufacturing and other industries.
NARI Jibao
Founded in 1999, NARI Jibao is mainly engaged in the research and development and industrialization of power protection control and intelligent power equipment for power grids, power plants and various industrial and mining enterprises. NARI Jibao has a full set of self-developed energy storage core equipment such as energy management system (EMS), energy storage coordination control system (PMS), energy storage converter system (PCS) and battery management system (BMS). Its energy storage system has been widely used on the grid side, new energy side, user side and microgrid side, and the cumulative installed capacity at home and abroad exceeds GW.
Treasure Light Wisdom
Founded in 2021, Baoguang Zhizhong's EMS relies on Tsinghua University's research results on power systems and energy storage for many years, and has passed the functional test of the Electric Power Research Institute, which can be highly compatible with power dispatching needs and has the characteristics of adapting to power dispatching needs from top to bottom. Baoguang Zhizhong EMS system has a power distribution strategy based on battery SOC, builds a unique millisecond-level fast control network, and responds to the instructions of the original time-sharing control strategy, which can play a role in the safe operation and stable income of the entire energy storage FM system. At present, Baoguang Zhizhong has served a number of energy storage business in more than ten provinces such as Beijing, Guangzhou, Zhejiang, Qinghai and so on.
Energy storage converter supplier
An energy storage converter is an electrochemical energy storage system that is connected to the battery system and the grid (or load) to achieve bidirectional conversion of electrical energy. The market demand for domestic energy storage converters has grown with the expansion of the energy storage market, and after several years of development, leading enterprises have emerged.
Energy Storage Converter Provider Rankings published in the Energy Storage Industry Research White Paper 2021
At the same time, according to the data of the prospective network, as of June 2021, the energy storage converter manufacturing enterprises in the mainland are mainly distributed in South China and East China, of which Guangdong Province has the largest number of energy storage converter manufacturing enterprises, accounting for about 39%; Followed by Jiangsu Province and Anhui Province, the number of enterprises accounted for 13% and 11% respectively.
Sunshine power
Sungrow power supply is a set of inverters, photovoltaic EPC business, energy storage business, etc. as one of the listed companies, inverters for the main business, energy storage belongs to the incremental business, the company's 2020 energy storage shipments exceed 800MWH, domestic and foreign income is equal, but the domestic price is lower than abroad, so the domestic shipments are more.
The PCS (energy storage converter) in the energy storage system has a strong synergistic effect with the photovoltaic inverter, and Sungrow power supply gradually expands the industrial chain from the PCS. Before 2015, Sungrow mainly did PCS, and then cooperated with Samsung to gradually form an energy storage industry chain from battery cells to containers, fire protection, EMS, BMS and various control systems.
Goodway
Goodway has relevant core technologies in the fields of electronic power, new energy control, energy management, energy storage transformation, data acquisition and storage applications, and its main products include photovoltaic grid-connected converters, photovoltaic energy storage converters and intelligent energy management systems.
Through the layout of the global market, Goodway has built a perfect marketing service system, while consolidating the traditional European markets such as the Netherlands, developing emerging markets such as India and Brazil, and the products are sold to more than 80 countries and regions around the world. In 2019, the company's household energy storage converter shipments ranked first in the global market, with a market share of 15%.
Kehua Data (formerly Kehua Hengsheng)
Kehua Data predecessor was established in 1988, and in 2010 in Shenzhen A-share listing, Kehua Hengsheng is the industry's first to obtain voltage source multi-machine parallel technology patent technology manufacturers, independently built microgrid system has more than 10MW multi-machine parallel capacity, support more than 40 different power energy storage converter parallel operation, while breaking through the 100MW different power energy storage converter parallel operation technical difficulties.
At present, Kehua Data's energy storage converter BCS-A series has obtained the TUV SÜD German medium voltage grid connection certification, indicating that the product meets the requirements of German medium voltage grid connection, which will help Kehua Hengsheng expand the overseas market in Germany and even the entire EUROPEAN Union faster.
At present, NARI Relay Energy Storage Converter has been applied to more than 100 energy storage projects in more than ten countries around the world with a variety of energy storage component adaptability, advanced control strategies, rich communication interfaces, convenient operation and maintenance and high reliability. At the same time, NARI Jibao has launched the latest high-efficiency 1500V/1.25MW energy storage converter products, and its power module adopts cutting-edge technologies such as multi-level IGBT classification parallel connection, IGBT optimized modulation algorithm, high power density intelligent and efficient air-cooled heat dissipation, which helps to improve the cycle efficiency of the energy storage system.
Shenghong shares
Founded in 2007, Shenghong Co., Ltd. is an energy technology enterprise with power electronics technology as the core, and its main business includes six major business sectors: energy storage microgrid, power quality, electric vehicle charging pile, battery formation and testing, industrial power supply, and data center. In 2012, Shenghong co., Ltd. entered the energy storage market, and has now carried out the layout of the energy storage industry in more than 50 countries and regions on five continents, with more than 800 energy storage projects running stably and a global cumulative installed capacity of more than 700MW
Relevant data show that in view of the battery inconsistencies and circulation problems caused by the large-scale group utilization of batteries, Shenghong pioneered a multi-branch energy storage converter, which disperses multiple groups of batteries into the energy storage converter, reduces the parallel connection of battery clusters, reduces battery loss, and can maximize the use of batteries.
Colu Electronics
Shenzhen Kelu Electronic Technology Co., Ltd. was established in 1996, listed on the Shenzhen Stock Exchange in March 2007, involved in the field of energy storage in 2009, is committed to providing overall solutions for new energy power generation and independent research and development of energy storage products is one of the earliest manufacturers of energy storage converter production in China, has participated in a number of energy storage projects, equipment has black start, vsg and other functions, with advanced technology.
On December 30, 2021, Kelu Electronics announced that Kelu Electronics intends to raise no more than 2.2 billion yuan from no more than 35 specific targets, including the controlling shareholder Shenzhen Capital Group. All the funds raised will be used for the construction project of the annual output of 6GWh energy storage system and the construction project of the annual output of 5GW energy storage converter expansion construction project.
On-energy electrical
Shangneng Electric Co., Ltd. is a national high-tech enterprise focusing on the research and development, manufacturing and sales of power electronic products, covering photovoltaic inverters, energy storage systems, power quality control, power station development and other fields.
On April 14, 2021, Shangneng Electric released the EH-0200-HA-M energy storage converter with a modular design, which increases the availability rate of the energy storage system to more than 99.9%, combined with the three-level topology technology, brings higher conversion efficiency and further improves grid friendliness. At the same time, through the cluster-level management of the string energy storage PCS, the battery life is effectively improved, and the stand-alone support 61850 GOOSE is realized, and the extremely fast response scheduling of ≤5ms is achieved.
Soying Electric
Beijing Soying Electric Technology Co., Ltd. was established in 2002, the company is located in Beijing Science and Education Intelligence and Talent Intensive Zhongguancun Science and Technology Park, is a domestic focus on clean energy and energy-saving technology innovation leading enterprises.
Soying Electric has completed more than 200 projects, more than 700MW of large-scale energy storage delivery, and explored many benchmark energy storage microgrid projects. Up to now, Soying Electric's energy storage microgrid projects have spread all over the country, including tropical island areas with high temperature and high humidity, high altitude and severe cold areas (above 4500 meters in Yushu, Qinghai), and coastal areas of Fujian with high salt corrosion. Its ES series energy storage converter can achieve AC/DC bidirectional energy conversion, which is the key electric energy conversion equipment in the energy storage system, suitable for many occasions such as power generation side, grid side, user side energy storage and microgrid.
Project integrator
Sungrow is one of the earliest enterprises involved in the field of energy storage in China, according to the "Energy Storage Industry Research White Paper 2020" issued by the Zhongguancun Energy Storage Industry Technology Alliance, in 2019, the domestic newly put into operation of electrochemical energy storage projects, Sunshine Power's energy storage inverter and energy storage system integrator shipments are the first in China.
Overseas, solar power products have been exported to the United States, Britain, Canada, Germany, Japan, Australia, India and many other countries. In North America, Sungrow's industrial and commercial energy storage market share alone exceeds 20%; in Australia, through in-depth cooperation with distributors, Sungrow's household optical storage system market share exceeds 20%.
Desheng New Energy
Desheng New Energy is a state-level high-tech enterprise focusing on R&D and manufacturing of energy storage systems, system integration, investment and operation, and high-end manufacturing of electrical equipment.
Desheng New Energy electrochemical energy storage business has covered the power supply side (optical storage, wind storage and fire storage, etc.), the power grid side and the user side, and the use scenarios include: thermal power joint frequency regulation, wind storage, optical storage, grid side peak shaving energy storage, commercial energy storage, industrial energy storage, etc. Electrical equipment business has covered energy, electric power, environmental protection, metallurgy, petroleum, chemical, rail transit and other industries. At present, the products independently developed by Desheng New Energy include 500kW, 630kW, 1250kW series energy storage PCS and a variety of specifications of energy storage containers
Hyperstron
Founded in November 2011, Beijing HaiboSilicon Technology Co., Ltd. is a leading energy storage system integrator and energy storage system service provider in China, providing one-stop overall solutions for the development, design, integration and operation of energy storage power stations. At present, the energy storage products of Hyperscorp have been widely used in the grid side, power generation side, user side and overseas markets, and the overall application scale exceeds 1GWh.
Cooper Energy
Founded in 2015, Cooper Energy is a high-tech enterprise specializing in providing energy storage system products and integrated solutions, and its core business is mainly divided into energy storage system integration services, standardized product services, ODM customization services, and OEM brand foundry services. Cooper Energy is headquartered in Shenzhen Science and Technology Park, which has two R&D and testing centers in Chengdu and Shenzhen, and has an annual production base of 1GWh.
In July 2021, Cooper Energy was selected into the list of the third batch of specialized new "little giant" enterprises of the Ministry of Industry and Information Technology, and ranked in the top ten among the domestic energy storage integration manufacturers in the statistics of the Zhongguancun Energy Storage Alliance for two consecutive years in 2019 and 2020
Lion Technology
The main business of Mengshi Technology is smart travel and clean energy power engineering, as well as lead, lithium battery industry and energy storage industry. Since 2014, Mengshi Technology has been committed to market development, product research and development and technology accumulation of energy storage industry-related businesses, and has strong competitiveness in all aspects of the energy storage industry chain, especially system integration.
Mengshi Technology has a wealth of project integration practice experience and cases, and has completed the "Shaanxi Dingbian 5MW /10MWh" energy storage demonstration project, "Xinjiang Hotan 40MW/80MWh photovoltaic power generation side energy storage power station" demonstration project, "Tibet 40MW photovoltaic power generation + 193MWh lithium battery energy storage" demonstration project.
Nandu power supply
Nandu Power was established in 1994, and then provided energy storage batteries exclusively for China's first large-scale practical application energy storage project, Zhejiang Dongfushan New Energy Project, and entered the new energy storage industry.
Nandu Power has the ability to develop and produce energy storage products and systems, system integration to system solutions for operation services. Provide products, system integration and services with lithium-ion batteries and lead batteries as the core. At present, Nandu power storage business has spread to nearly 40 countries and regions around the world, with an installed capacity of more than 1700MWh in the world
Shanghai Electric
In the field of energy storage, Shanghai Electric has laid out four areas of lithium batteries, flow batteries, fuel cells and decommissioned battery systems in stages and fields. The company invested in the construction of the first market-oriented operation of the grid-side shared lithium battery energy storage power station, and further deepened the lithium battery industry chain through the acquisition of WinHe Technology. Shanghai Electric has launched a megawatt-class full vanadium flow battery, which can realize distributed, centralized full coverage peak regulation and frequency regulation.
At the same time, the 1MW/1MWh all-vanadium flow battery energy storage power station independently developed and manufactured by Shanghai Electric successfully passed the acceptance in the Wind Power Industrial Park in Haojiang District, Shantou City, Guangdong Province, and the energy storage power station and the wind turbine, rooftop photovoltaic power station, plant load, etc. jointly formed the "wind, solar, load and storage integration" Shanghai Electric Shantou smart energy demonstration project.
Smart light energy storage
Zhiguang energy storage since 2014 launched cascaded high-voltage large-capacity energy storage technology and become the industry advocate and leader of the technical route, and actively use their own advantages to expand business, at present, Zhiguang energy storage cascaded high-voltage large-capacity energy storage products have been applied to 300MW ~ 1000MW unit supporting thermal power frequency regulation, in the Southern Power Grid, State Grid, Huaneng Group, Huadian Group has also been applied. The project invested and constructed by Zhiguang Energy Storage was selected as the first batch of energy storage demonstration projects of the National Energy Administration in 2020.
Zero probe intelligence
Founded in October 2021, Zero Exploration Intelligence focuses on the development of innovative and sustainable distributed energy storage products and services, focuses on the research and development of energy storage system hardware, software and virtual power plant trading platform, and is committed to providing energy storage-based solutions for industrial and commercial markets such as factories, commercial buildings, charging stations, and data centers.
In terms of machine performance, the first mass-produced product of Zero Exploration Intelligence is 215kWh/100kW system with a cycle life of more than 6,000 times, the highest efficiency is more than 91%, covering an area of less than 2 square meters, modular design, flexible expansion, and adapting to diversified customer needs.
Shanghai Cairi
Founded in 2017, Shanghai Cairi is a leading manufacturer of energy storage products and data service providers of energy storage systems. In the field of energy storage, it not only has the energy storage system 3S control technology (battery management system - BMS, energy management system - EMS, energy storage bi-directional converter - PCS), but also provides quality products and services.
Cloud storage new energy
Shandong Yunzhu New Energy officially began operation in 2021, and its core capabilities are in the energy storage management system, but the business model is based on the integration of software and hardware solutions.
At present, there is less public information on Cloud Storage New Energy, but in November 2021, it won the bid for the demonstration project and control system of the 50MW/100MWh digital energy storage power station of Tsinghua University, with a winning bid price of 90.3192 million yuan and a unit price of 0.9 yuan / Wh.
The battery module with the highest cost in the electrochemical energy storage system basically accounts for 50% of the cost of the entire system, followed by the energy storage converter, which costs about 20% of the whole system. Although the hardware cost of BMS/EMS is not high, its performance and control strategy directly affects the operational efficiency and security of the energy storage system, and has a certain degree of development difficulty, which is also a more concerned link for users or integrators.
Through industrial combing, we can see that the current supply of battery modules and BMS in energy storage systems is basically occupied by power battery manufacturers and battery system suppliers in the field of new energy vehicles, and the head effect is obvious. In the field of energy storage converters, there have also been leading enterprises such as Sunshine Power and Goodway.
In addition, NINGDE times, BYD, Sunshine Power and other enterprises have basically created their own energy storage system industry chain, and their business layout covers multiple upstream and downstream links, and the industry competitiveness is strong.
In the field of BMS/EMS, relevant practitioners said that although there are still some BMS/EMS suppliers in the market, the energy storage system has higher requirements for these management systems, and the management system will also have a strong correlation with specific energy storage projects, and it is necessary to adjust according to the actual factors such as the form of the project, cooling mode, capacity and so on.
Therefore, at present, many energy storage system integrators or battery suppliers are more inclined to develop their own BMS/EMS systems, with the continuous development of the energy storage market, the future of specialized energy storage industry BMS/EMS suppliers may be eliminated by the market.
In general, although the mainland energy storage market has developed rapidly and the market demand has soared, the technical threshold of the energy storage system is high, and the competitive pressure in the industry is greater. At the same time, due to the recent sharp rise in lithium-ion battery prices and the continued lack of cores in the world, the competition in the energy storage system market has become more intense, which may pose a potential threat to small and medium-sized enterprises or new players in this field.