Energy storage of charging station: lower 1 trillion-level tuyere
Release time:
2024-02-16
The trillion-level energy storage race has just begun.
At present, at a time when new energy sources such as energy structure transformation and energy storage are rapidly exploding, Chinese enterprises have realized the vastness of the energy storage track. According to statistics, more than 38000 energy storage related enterprises will be established in 2022, which is 10 times higher than the number of newly established energy storage enterprises in 2020.
However, most charging operators and charging service providers are still at the level of single charging price and service fee competition. There are not many scenes of energy storage equipment and system matching landing. It can combine the distributed energy use scene of charging station with energy storage matching, giving the energy storage industry a new perspective of commercial landing.
Feast on the tuyere
For wind power and photovoltaic power generation, the biggest problem is the uncertainty of energy production. Previously, some people in the industry regarded this uncertain power generation method as "garbage power" and believed that it was of little use. However, with the development of energy storage technology, this energy, which is originally difficult to store, is stored in a simple and low-cost way, combined with the stable demand scenario of the charging station, to form an energy scheme of "optical storage and charging integration.
According to statistics from Zhongguancun Energy Storage Alliance, the installed capacity of China's newly-added power storage projects exceeded 15GW for the first time in 2022, reaching 16.5GW, of which the newly-added capacity of pumped storage was 9.1GW, up 75% year on year. The new scale of energy storage reached a record high of 7.3GW, with the power scale up 200 and the energy scale up 280. In the new energy storage, lithium energy storage occupies an absolute dominant position, accounting for 97%.
The Energy Storage Industry Research White Paper 2023 predicts that under the conservative scenario, the cumulative scale of domestic new energy storage will reach 97GW in 2027, with a compound annual growth rate of 49.3 percent from 2023 to 2027.
In terms of investment and financing, the energy storage industry has become a new hot spot for investment in the primary market, especially in 2022, when energy storage financing is in an explosive period. According to the relevant analysis and statistics, in 2022, China's energy storage industry financing events 189, an increase of 64.3, the amount of financing 52.097 billion yuan, at a high level.
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