With the establishment and advancement of carbon reduction goals, clean energy has entered a fast lane of development. As an important support for clean energy, lithium battery energy storage system has become a very promising industry, but it is also a highly competitive segment. In this context, SES Power, as an old-fashioned service provider of customized lithium battery R&D and manufacturing, what is our core and how should we deal with it?

　　A: Competition is expected to be more intense

　　Last year, 10GW of new energy storage was put into operation globally, a year-on-year increase of 67.7%. China's new energy storage newly added operation exceeded 2GW, a year-on-year increase of 74.5%. Whether in China or around the world, the new installed capacity of new energy storage has set a historical record.

　　The market potential and fast-growing market reality of new energy storage are attracting more and more new entrants. These entrants are mixed, some have the background of cross-border industry giants, some are start-up companies with technical background, and some are purely blindly following market opportunities.

　　However, the lithium battery energy storage system corresponds to the professional capabilities of the battery cell, energy management and power system. The energy storage industry must integrate high efficiency, low cost, and safety into the system.

　　With the rapid growth of the energy storage installation market, energy storage accidents have a rising trend, such as the fire at an energy storage power station in Victoria, Australia last year.

　　This has sounded the alarm for all energy storage system integrators: the market demand is growing rapidly, and the performance has risen sharply. It is necessary to keep the professional bottom line: on the basis of ensuring safety, improve efficiency and reduce costs!

　　In the increasingly fierce competition of lithium battery energy storage systems, all system integrators will face the test of professional ability. It can be said that the professional ability of system integration will determine how far lithium battery energy storage system manufacturers can go.

　　B: Energy storage manufacturers compete for the commanding heights of "system integration"

　　Lithium battery energy storage system selects appropriate energy storage technologies and products according to user needs, and organically combines various units to create suitable solutions for various scenarios such as user side, power generation side, and grid side.

　　Building a safe, reliable, high-efficiency, low-cost, and highly adaptable energy storage power station is the common goal of the energy storage industry. System integration is the last link to form the delivery of energy storage systems to customers. It is connected to the energy storage system supply chain and the end users of the energy storage system.

　　It can be said that the quality of system integration is the key to achieve this goal.

　　Lithium battery energy storage system providers need to fully understand the performance of batteries, PCS, EMS, BMS and other components, and optimize the overall design according to the operating scenarios and station requirements to release the potential of the entire system.

　　Due to the professional requirements and key role of lithium battery energy storage systems, users are often willing to choose more experienced professional lithium battery service providers, such as CATL, EVE, SES Power and other lithium battery energy storage system providers. According to market demand, integrators generally provide users with multi-dimensional system solutions, focusing on deep binding or responsibility for the safety, life, operation and maintenance, and recycling of the energy storage system.

　　In recent years, due to the rapid development of the energy storage market, many new players have entered the field of system integration. These new players have different professional standards, which has brought challenges to the overall professionalism of lithium battery energy storage systems and the safe and sustainable development of the industry.

　　On April 16 last year, the Beijing Dahongmen Energy Storage Power Station caught fire, which shocked the energy storage industry and had a huge negative impact on the development of energy storage. After the investigation, it was found that there were many unprofessional areas in the system integration of this energy storage power station. Such as: extensive battery state monitoring, lack of early warning of thermal runaway of cells; insufficient linkage protection of BMS, PCS, EMS, etc.; fire protection design as decoration, etc.

　　It can be said that it is the unprofessional system integration that caused the major accident of the energy storage power station.

　　The fundamental reason is that the lithium battery energy storage system is a highly complex professional field, involving many factors such as battery management, energy management, thermal management, operation strategy, etc., which is a consideration for the multi-dimensional comprehensive capabilities of enterprises.

　　C: The main development model of lithium battery energy storage system manufacturers.

　　The first is the development model of the whole value chain. The main components of the energy storage system, such as cells, PCS, etc., are all produced and manufactured by themselves, and the system integration service is provided by the independent design department.

　　The second is the specialized integration mode, in which system integrators purchase components from outside and specialize in system integration.

　　The third is that PCS companies and battery manufacturers focus on their own products, transforming from pure equipment suppliers to system integration service providers.

　　No matter which mode is adopted, it is necessary to establish professional capabilities in multiple fields involved in system integration. There are risks in blindly entering the field of system integration, and it is not enough to only be specialized in a certain field.

　　In the future, how to stick to the bottom line of safety in the face of fierce competition and adhere to the long-term value of professionalism is a common challenge faced by the fast-growing energy storage industry, and it will also be a hard standard for system integrators to survive the fittest in the future.

　　SES Power has nearly 20 years of rich experience in the lithium battery industry. The route we take is the third route, that is, based on our own advantageous products, we deeply intervene in all aspects of the energy storage system, and finally become a professional lithium battery energy storage system and peripheral products. system integrator.

　　D: How to build professional ability?

　　The fast-growing energy storage market calls for more professional system integrators. For energy storage systems, the biggest red line is safety. The system integration of energy storage needs to ensure safety as the core standard.

　　In the field of energy storage, based on more than 20 years of profound understanding of electrochemistry and electronic technology, SES Power proposed the product design concept of "core + professional". Our battery pack, BMS, and software system are independently designed, which can realize the integration of control, and ultimately achieve high compatibility of software and hardware, data interoperability of various links, and coordinated operation of various links such as security. This not only helps improve safety, but also improves efficiency, increases power generation, and reduces redundant design and costs.

　　In terms of battery cell strategy, SES Power adheres to the principle of "professional people do professional things". On the basis of focusing on research on battery cell technology, SES Power focuses on supply chain management, optimizes management of battery cell performance and cost, and strives to do To develop and improve together with battery cell suppliers to make the cells more suitable for the needs of the system.

　　In the BMS link of battery management, SES Power has launched an active early warning function. Through self-developed intelligent online diagnosis, internal resistance discrete algorithm, and lithium analysis state calculation, it can accurately identify the degree of battery disease and ensure early detection of battery thermal runaway. Resolve early.

　　In addition to our BMS system being more intelligent and networked, we have launched an automatic repair function based on patented algorithms, which has changed the difficulty of repairing or initializing lithium batteries in the past.

　　In addition, in the ID design, SES Power adopts an innovative design, separates the battery cells and electronic equipment, selects refractory materials, comprehensively considers any possibility of safe failure, reduces the probability of accidents in the energy storage system and minimizes the impact.

　　For energy storage owners, ensuring the safety of energy storage power stations is a prerequisite, and system integrators must bring more value to owners, including reducing costs and improving efficiency.

　　Summarize:

　　Just as the lithium battery energy storage system involves the electrochemical field of the cell, the electronic power field of the PCS and the power field of the matching power grid, the energy storage system provider must build professional capabilities based on these three fields in order to ensure the overall safety and reliability. Control and create value for customers as much as possible.

　　Based on professionalism and good at cooperating with professional partners, this is the success of SES Power, and it is also the hard power that must compete in the field of energy storage system integration, which will become more competitive in the future.