since 2022, there has been a saying in the industry: "domestic large storage status, and overseas households have increased their earnings." however, from the ggii survey data in the first half of 2023, household energy storage shipments are about 6gwh, compared with 25gwh for the whole of last year, and the downward trend of the growth rate in 2023 is quite obvious. therefore, the industrial and commercial energy storage circuit has become the "second growth pole" for many enterprises to develop.
from the perspective of the 2023 registered projects, the enthusiasm of industrial and commercial energy storage projects has been accelerated, and the user-side projects (mostly industrial and commercial) in jiangsu, zhejiang and guangdong in the first half of this year have reached 1.5gwh. according to ggii research, industrial and commercial energy storage shipments in the first half of 2023 have exceeded 3gwh, and annual shipments are expected to break through 8gwh.
industrial and commercial energy storage has become a track for many links to grab. including battery cells, pcs, ems and virtual power plants are fully accelerating into the industrial and commercial energy storage circuit.
however, it has to be faced with the fact that there are still problems such as policy market rhythm inconsistency on the industrial and commercial energy storage circuit. as an industry person said, at this stage, the main focus is still the development capacity of industrial and commercial energy storage power stations; next year or will mainly look at the strategy of energy storage power stations; in the long run, whether the safety and long life of the energy storage power station can dilute the cost is the key to this track.
gaogong energy storage analysis believes that this year has become a collective outbreak of industrial and commercial energy storage equipment, but obviously this year has not yet tested the ability of products. enterprises that are now working hard on commercial energy storage track products are more prepared for the long-term profitability of industrial and commercial energy storage track, but they still face risks such as policy uncertainty.
industrial and commercial energy storage profitability and investment enthusiasm are not equal
compared with the european and american markets, its market is mature, the overall policy is stable, and the consistency is high. peak regulation, frequency regulation, virtual power plants, power trading, etc., have matured, such as germany has the world's largest supplier of virtual power plants; america's electricity market is also very open. overseas industrial and commercial energy storage development mode has certain reference significance for domestic industrial and commercial energy storage.
according to gaogong energy storage research in the first half of the year, there are as many as hundreds of products for industrial and commercial energy storage track. including sunshine power supply, huawei, hibo, kelu electronics, nanrui jibao, zhongtian technology, trw energy storage, byd, penghui energy, vision energy, shenghong electric, new scenery, zhiguang energy storage, wo wang electric, double one power energy storage and other products have been developed for industrial and commercial track.
from the perspective of pcs, the original household inverter manufacturers extend the product power to 50kw, covering industrial and commercial energy storage use scenarios. once the household energy storage inverter manufacturers have become the most active industrial and commercial energy storage converter manufacturers. in addition to the extension of pcs, such manufacturers also accelerate the entry of industrial and commercial energy storage systems, and use the original household energy storage channels to accelerate the development of domestic and overseas markets.
in the industrial and commercial energy storage system product trend, the power covered from 100kwh to 1mwh, of which 200-300kwh range is the most common, outdoor integrated cabinet has become a trend, and intelligent management system has accelerated. among them, huawei, based on its previous generation of series energy storage system, launched the "energy optimizer" product to provide the industry with green electricity integrated solution.
in the field of cells, the industry has for the first time appeared 15,000 long cycle cells, matching the high yield requirements of the industrial and commercial side. in addition, ningde era also launched a zero-auxiliary source light storage solution, which is also equipped with 15,000 long cycle high-temperature cells.
in the face of the needs of the track, industrial and commercial energy storage products are blooming, there are both zero-carbon park special products, and there are factory special categories, and industrial and commercial energy storage use scenarios with c-end characteristics are being further refined and excavated.
from january to june 2023, there are 19 regions in china with the largest peak-valley price difference of more than 0.7 yuan /kwh, and guangdong has the largest price difference of 1.352 yuan /kwh. the peak-valley price difference in many places has continued to widen, promoting the increase in industrial and commercial energy storage installation. the subsidy policy has become another engine to encourage the installation of user-side energy storage in guangdong, jiangsu, zhejiang and other places, including various forms of subsidies such as investment, discharge, and capacity.
in the extension of the energy storage industry, the combination of "photovoltaic energy storage charging" is more and more applied to the market. the "14th five-year plan for modern energy system planning" proposed: "promote the two-way interaction of energy and information between electric vehicles and smart grids, and carry out pilot demonstrations of new charging and exchanging stations combining light, storage, charging and exchange."
from the specific economic account of industrial and commercial energy storage, the current peak and valley spread arbitrage is still the main, and the market demand for application scenarios such as backup power and dynamic expansion has not yet been fully opened. although zhejiang, guangdong, jiangsu and other places have already had 3-5 years of return economic benefits, but from the enthusiasm of the entering enterprises and the current stage of industrial and commercial energy storage profitability, still can not get an equal return.
in general, the basic electricity payment mode at this stage is the main threshold affecting the development of user-side energy storage, and user selection, project development, safety management, and market access are also problems that need to be faced and solved.
"beach" industrial and commercial energy storage circuit "four keys"
based on the above vigorous development trend, according to incomplete statistics of gaogong energy storage, since 2022, more than 30 new enterprises entering industrial and commercial energy storage such as xingchu century, singularity energy and cloud energy cube have won the favor of capital.
in fact, industrial and commercial energy storage is still in the early stage of development, and most of the enterprises pouring into industrial and commercial energy storage track are small in size; but at the same time, many companies have extended to this track, forming a "spectacular" industrial and commercial energy storage camp.
in addition to the extended battery, system, pcs enterprises, the larger industrial and commercial energy storage enterprises at this stage include times nebula, wotai energy, xingshu century, kubo energy, singularity energy, eilanke electric, cloud cube, tianke new energy, keyao energy, zero carbon intelligence, etc. however, at present, industry and commerce have failed to form a more clear market pattern.
driven by multiple factors such as the domestic power rationing tide and favorable policies, more industrial and commercial users are beginning to sprout the willingness to configure energy storage. the industrial and commercial energy storage market is becoming more and more definite, and the enterprises entering this track are maturing.
gaogong energy storage analysis, industrial and commercial energy storage industry is still in the "accumulation" of the critical moment, should start from the following four aspects:
first, in the context of dual carbon, the national energy storage policy has accelerated coverage, and the tou price difference has gradually improved, and the market for backup power and capacity compensation has gradually matured. industrial and commercial energy storage is said to be one of the most likely scenarios for commercialization. however, the realization of commercialization depends on the maturity of conditions such as peak-valley price difference, backup demand and capacity compensation. at present, more industrial and commercial energy storage projects are still concentrated in provinces and cities with obvious peak-valley differences, and will expand to the whole country in the future.
second, the product design scheme with wider coverage and more comprehensive service functions can adapt to the diversified needs of industrial and commercial users, and is also one of the important means for enterprises to compete for industrial and commercial market share. at present, enterprises entering the industrial and commercial circuit have begun to think about the characteristics of industrial and commercial energy storage circuit, and the modular and intelligent functions of industrial and commercial energy storage new products are basically available. however, in the future, industrial and commercial user needs are certainly emerging, who can be more intelligent and efficient in product form and function, or will become the key to winning the market in the later stage.
third, industrial and commercial energy storage is one of the most typical user-side energy storage, which will directly face the end customer. therefore, post-operation and maintenance, after-sales capabilities, or will become one of the important capabilities of enterprises entering this circuit. in the face of end customers, quality assurance may become one of the more critical factors. the late operation and maintenance, after-sales service, installation is a required course of industrial and commercial energy storage circuit.
fourth, in the current serious situation of electrochemical energy storage safety, more enterprises entering the industrial and commercial energy storage circuit should strengthen the control of energy storage safety and form truly competitive products. in the future, with more and more industrial and commercial energy storage systems stationed in office areas and factory areas, safety is still one of the important keys to whether industrial and commercial energy storage can open the market.
source: gaogong energy storage, china energy storage network
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