A number of large central state-owned enterprises have increased their weight in the new energy industry, and energy storage is the "highlight". Central state-owned enterprises will complement each other with private enterprises in the field of energy storage to help the healthy and sustainable development of the industry.
In recent years, driven by the "dual carbon" goal, the mainland's energy development has continued to be "green". The installed capacity and power generation of renewable energy such as wind power and photovoltaic continue to grow, and the proportion of non-fossil energy consumption continues to increase. At the same time, the installed capacity of new energy storage has also continued to grow rapidly, and various technical route projects such as compressed air energy storage and flow battery energy storage have been accelerated, and new energy storage has entered a period of large-scale development.
A number of large central state-owned enterprises have increased their weight in the new energy industry, and energy storage is the "highlight". Up to now, a number of central state-owned enterprises, including State Power Investment Corporation, Three Gorges Corporation, China Electric Equipment, etc., have laid out energy storage and battery manufacturing, and "handed" private enterprises to reach a number of strategic cooperation agreements. In the view of industry insiders, central state-owned enterprises will complement each other with private enterprises in the field of energy storage and jointly help the healthy and sustainable development of the industry.
The "national team" actively laid out the field
In recent years, the layout of the "national team" of energy storage has accelerated. For example, in February this year, China Electrical Equipment Group Energy Storage Technology Co., Ltd. was officially registered and established with a registered capital of 2 billion yuan. The company is jointly held by eight companies, including China Electric Equipment Group Co., Ltd., CATL New Energy Industry Investment Co., Ltd., Pinggao Group Co., Ltd., Xu Ji Group Co., Ltd., and Shandong Electric Group Co., Ltd., and its business scope includes energy storage technology services, battery manufacturing, mechanical and electrical equipment manufacturing, centralized fast charging stations, etc.
In the same month, China Railway Investment Industrial Co., Ltd. signed a contract with the Guangling District Government to invest 5 billion yuan in the Guangling Economic Development Zone to launch the new energy storage battery industrialization project and new energy industry research institute. It is understood that as a state-owned enterprise, China Railway Investment Industrial Co., Ltd. has a rich product line, core technology and independent intellectual property rights in the field of energy storage, and its products are widely used in new energy power stations, distribution network stations and other fields.
In addition, in August last year, CATL and PowerChina signed a strategic cooperation framework agreement, according to the agreement, the two sides will cooperate in new energy storage application research, energy storage products and industrial cooperation, energy storage equipment manufacturing base, etc.In October of the same year, the first energy storage battery PACK production line of PowerChina Equipment Company was completed and put into operation, indicating that PowerChina Equipment Co., Ltd. has achieved independent production in this field, which will meet the rapid development needs of PowerChina and the external market energy storage business.
Wu Wei, an associate professor at the China Energy Policy Research Institute of Xiamen University, told the China Energy News: "Energy storage is a strategic emerging industry with relatively stable growth expectations, and the application of energy storage technology plays an important role in promoting the consumption of new energy and supporting the construction of a new power system." At present, a number of provinces in China have issued relevant policies to require wind power and photovoltaic power generation projects to allocate energy storage according to a certain proportion, and at present, central state-owned enterprises are the main investors in wind power and photovoltaic power in new energy bases, and they have a greater demand for energy storage investment. Therefore, it is of great significance for central state-owned enterprises to further deepen investment in the field of new energy and grasp the development opportunities of the energy industry. ”
Peng Peng, secretary-general of the China New Energy Power Investment and Financing Alliance, also mentioned: "From the current point of view, there are also some central state-owned enterprises in the local cooperation, such as the construction of wind and solar bases and other projects, local governments will have the demand for these central state-owned enterprises to support the implementation of the energy storage industry, so the central state-owned enterprises will get investment opportunities in energy storage power stations, through funds and other forms of manufacturing." ”
Make the most of your strengths
In fact, on March 18, the State-owned Assets Supervision and Administration Commission of the State Council pointed out that it is necessary to promote the continuous optimization of the energy structure, give full play to the advantages of central enterprises, strengthen and optimize the main business, improve efficiency and efficiency, and accelerate the construction of a new energy industrial system driven by wind power and solar power generation bases, centralized and distributed coordinated development, hydrogen energy, new energy storage support and regulation, and cutting-edge core technologies.
Talking about the advantages and commonalities of the layout of central state-owned enterprises in the field of energy storage, Wu Wei said that central state-owned enterprises not only participate in the construction and operation of energy storage projects, but also involve battery materials, battery manufacturing, system integration and other links, forming a relatively complete industrial chain. At the same time, in addition to the current mainstream lithium battery energy storage, the layout of central state-owned enterprises in the field of energy storage covers flow batteries, compressed air energy storage, sodium-ion batteries, flywheel energy storage and other technical routes.
Central state-owned enterprises usually have strong financial strength and technology research and development capabilities, and can invest a lot of resources in the research and development and industrial layout of energy storage technology. At present, the layout of the energy storage industry by central state-owned enterprises is mainly based on large-capacity energy storage.
"The central state-owned enterprises themselves are the purchasers of many energy storage equipment, and if they can produce their own energy storage equipment, they will form an advantage in self-production and self-sales. In contrast, it is difficult for private enterprises to invest in energy storage power stations, and the sales pressure will be greater. Peng Peng thinks.
"Central state-owned enterprises have rich experience in the implementation and management of large-scale projects, so they are more efficient and stable in the construction and operation of energy storage projects. Wu Wei believes that based on the original industry, the central state-owned enterprises can have more new breakthroughs and highlights in the development of energy storage in the future. "Central state-owned enterprises can use their own technology accumulation in the original industry to promote the innovation and development of various new energy storage technologies with technical potential. At the same time, central state-owned enterprises can accelerate the low-carbon transformation of the energy system by expanding the energy storage industry chain and synergizing with the existing new energy power generation business. ”
Achieve mutual benefit and win-win results with private enterprises
In recent years, the mainland's new energy storage industry has achieved rapid growth. According to data from the National Energy Administration, by the end of 2023, the cumulative installed capacity of new energy storage projects that have been completed and put into operation across the country will reach 31.39 million kW/66.87 million kWh, with an average energy storage duration of 2.1 hours. In 2023, the new installed capacity will be about 22.6 million kW/48.7 million kWh, an increase of more than 260% from the end of 2022.
Some analysts believe that the rapid growth of the energy storage market has attracted a large number of capital to rush in. In this regard, Wu Wei suggested that central state-owned enterprises and private enterprises can achieve mutual benefit and win-win results through resource sharing and complementary advantages. "Central state-owned enterprises usually have certain advantages in capital, technology, management, etc., while private enterprises have outstanding performance in market sensitivity, operational efficiency, and innovation capabilities. The two parties can jointly invest in research and development of new technologies, especially in the frontier areas of energy storage technology, such as new battery materials, energy storage system integration technology, etc. Through cooperation, the two parties can jointly bear the risk of R&D and accelerate the transformation and application of technological achievements. In addition, central state-owned enterprises and private enterprises can work together to develop domestic and foreign markets, jointly promote energy storage technology and products, through market cooperation, both sides can better meet the needs of different markets, improve the market competitiveness of products. ”
The interviewed industry insiders believe that with the increase in the number of investment subjects in the energy storage industry, there is a wide range of cooperation space between central state-owned enterprises and private enterprises in the future. The mutual cooperation between central state-owned enterprises and private enterprises can give full play to their respective advantages and jointly promote the healthy development of the energy storage industry.
Peng Peng also pointed out that according to past experience, central state-owned enterprises and private enterprises can cooperate with each other in the manufacturing field and complement each other's advantages.
Original title: Central state-owned enterprises intensively develop energy storage tracks
Text丨Reporter Yao Meijiao Yang Zi