Briefly describe the status quo of my country's domestic lithium battery energy storage industry

　　As a new energy powerhouse, China's new energy industry has developed rapidly in recent years, and the field of energy storage has also been closely watched. In the face of huge market demand and potential, domestic energy storage companies such as the sleeping lion are ready to take off. The status quo was discussed in terms of capacity, market distribution, technology and cost, and business model.

　　A few days ago, Tesla’s commitment to build the world’s largest battery energy storage system in Australia within 100 days has been talked about by industry insiders. The energy storage system injects the most primitive vitality into the new energy ecosystem of its "Tesla Empire". It further marks the important position of the "energy storage" link in the new energy industry.

　　As a new energy powerhouse, China's new energy industry has developed rapidly in recent years, and the field of energy storage has also been closely watched. In the face of huge market demand and potential, domestic energy storage companies such as the sleeping lion are ready to take off. The status quo was discussed in terms of capacity, market distribution, technology and cost, and business model.

　　Energy storage market-the total capacity is considerable, and the user side potential is huge

　　China's energy storage market is huge, and the data from the China Energy Outlook 2030 released by the China Energy Research Society shows:

　　Ternary lithium batteries and lithium iron phosphate batteries form a tripartite situation.

　　Although the high cost of lithium-ion batteries is a serious challenge facing the development of the industry, many companies have been committed to improving the cost-effectiveness of lithium-ion batteries. According to EnergyTrend analyst Duff (Lu Lishun) analysis of the price of lithium batteries, the price of lithium batteries has a slight upward trend in the first, second and third quarters of 2017, but in general, in recent years, with the market’s Demand continues to expand, and the cost of large-scale mass production of lithium batteries is decreasing year by year, and the current price is sufficient for commercial development and widespread use.

　　In addition, after the power lithium battery has decayed to less than 80% of the initial capacity, it can be used in the field of energy storage cascades, further reducing the cost of energy storage lithium batteries. Technology life, policy determines the market. After long-term development and progress of photovoltaic technology, the main technical framework and its economics have been widely recognized. It has achieved better development with the dual assistance of national policies and the market. Unlike photovoltaic technology, the current storage Energy technology is still in the stage of continuous breakthroughs. There is still room for narrowing the gap between domestic and foreign technologies. From lithium iron phosphate batteries to ternary lithium batteries, and to the current hotter lithium titanate materials, technological changes are always affecting the development of lithium batteries. The cost is balanced with the industrial chain, so investors have to face the risk of technology upgrading when they are put into production in large quantities, and they will be dumped a dimension if they are not careful.

　　In addition, many companies are still waiting for the state to introduce subsidy policies, such as subsidizing the photovoltaic industry to provide large-scale subsidies to the energy storage industry, so they are still in a wait-and-see attitude. In fact, regardless of whether there will be subsidies, companies that are the first to enter the market are bound to do so. Seize the market heights.

　　The status quo of the business model: the closed loop of the industry chain is moving forward steadily

　　At present, the country has not issued any subsidy policy for the energy storage industry. Whether the energy storage industry can develop as fast as new energy vehicles in recent years is still unknown, but companies that give priority to entering the market will undoubtedly occupy the market heights and be more sustainable and effective. The author believes that there are no more than three types of companies that can enter the market first: including business giants with strong financial resources, similar to Wanda CIMC, and companies with core technologies, and finally companies with a complete industrial chain (from photovoltaics to From energy storage to user-side products, to achieve a full set of supply, self-produced and self-sold, the cost pressure brought by the energy storage link can be shared).

　　At present, most of the energy storage companies appearing in the market are joint ventures, which is the third type mentioned above. Joint ventures and equity participation can give full play to the resource advantages of both parties in the strategic cooperation, sharing battery technology, energy storage systems, sales networks, etc. Commonly used superior technologies in the energy storage market segment. LG Chem, Samsung SDI, Yiwei Lithium Energy, and Guoxuan Hi-Tech have all adopted this approach. The following figure is an example of cooperation methods of some manufacturers.