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According to information from the lithium battery industry, in addition to previous power battery applications, energy storage has become a new strong growth point for lithium battery applications. In particular, benefiting from the rapid development of energy storage, the lithium battery segment industry of the lithium iron phosphate line is growing rapidly, and many companies are actively laying out.

In recent years, the installed capacity of green energy power generation represented by photovoltaic and wind power has grown rapidly. As an essential means to solve the intermittent and fluctuation of wind and solar power generation and enhance the safety and flexibility of the power system, the energy storage system has great market development potential under the condition of continuous improvement of its safety and economy.

In the domestic market, the provinces continue to implement the scenic storage policy, and gradually clarify the energy storage cost compensation mechanism, through shared leasing, capacity compensation, participation in the power market transactions and other forms to enhance the income of energy storage power stations.

according to the data of the national energy administration, 125GW of new installed wind power and photovoltaic power generation in China will be added in 2022, up 23.8 percent year-on-year, accounting for 62.8 percent of the country's new installed power generation. According to the European Photovoltaic Association, 41.4GW of new installed photovoltaic power generation in the EU will be added in 2022, up 47% year-on-year.

Source: Photograph Network

Ningde era energy storage battery shipments for two consecutive years the world's first

according to SNE Research statistics, global energy storage battery shipments 122.2GWh in 2022, up 175.2 percent year-on-year. during the same period, Ningde times new energy technology co., ltd. (securities abbreviation: Ningde times; Securities code: 300750.SZ) The market share of global energy storage battery shipments was 43.4 percent, up 5.1 percentage points from the same period last year, ranking first in the world for two consecutive years.

Ningde Times said that the company's energy storage battery products can be used in the power field to provide energy storage support for solar or wind power generation and increase the proportion of renewable energy power generation. At the same time, it can also be applied to the fields of power transmission and distribution and electricity consumption, including industrial enterprise energy storage, commercial building and data center energy storage, charging station energy storage, communication base station backup battery, household energy storage and other scenarios.

based on the application scenario of energy storage, the company has developed special battery cells for energy storage in a targeted manner. combined with intelligent liquid cooling and temperature control technology, high-group CTP technology and non-thermal diffusion technology, the company has introduced outdoor system EnerOne and EnerC and other products for all climate scenarios, which can provide a full range of products from battery cell components to complete energy storage battery systems.

In addition, the company has increased its customer coverage in all aspects, and has carried out multi-regional and multi-field business cooperation with customers in the global new energy industry such as Tesla, Fluence, Wärtsilä, Flexgen, Sungrow, Hyosung, etc. At home, it has reached strategic agreements with State Energy Group, State Power Investment Group, China Huaneng, China Huadian, China General Nuclear Group, China Three Gorges Group, China Energy Construction Group, etc. in the field of new energy cooperation. In 2022, the company's energy storage battery system revenue of 44.98 billion billion yuan, up 230.16 percent year-on-year.

In May 2023, Ningde Times said that the company's energy storage products have the advantages of long life and high safety. In terms of long cycle, the company has achieved 12000 times of mass production and put into application of long cycle batteries, and is committed to further improvement. In terms of high safety, the company has realized the failure rate of DPPB-class battery cells and will further build nuclear power-class safe energy storage products. In terms of systems, the company has further introduced the next generation of products with higher integration and higher charge and discharge efficiency on the basis of EnerC. In addition, Ningde Times believes that battery applications in other fields such as energy storage, aircraft and ships have huge demand space.

In the first quarter of 2023, the company achieved operating income of 89.038 billion billion yuan, an increase of 82.91 percent over the same period last year, and realized a net profit of 9.822 billion billion yuan, an increase of 557.97 percent over the same period last year.

lithium iron phosphate lithium energy storage battery project

in June 2023, Huizhou yiwei lithium energy co., ltd. (securities abbreviation: yiwei lithium energy; securities code: 300014.SZ) issued convertible bonds to raise a total amount of funds not exceeding 7 billion yuan. Among them, the "23GWh cylindrical lithium iron phosphate energy storage power battery project" has a total investment of 5.51 billion yuan and plans to use the raised funds of 4 billion yuan.

yiwei lithium energy said that Hubei yiwei power co., ltd. (hereinafter referred to as yiwei power), the company's controlling subsidiary, ranked third in the newly installed capacity in China in 2021, and the global energy storage market battery (excluding base stations and data center backup batteries) shipments in 2021 ranked among the top 10 among Chinese enterprises. Through the implementation of this fund-raising project, the company will further strengthen its competitiveness in the field of energy storage and consolidate its position in the industry.

the company said that on the power generation side, the demand for smooth output curve of new energy generation has increased, and energy storage has become an important supporting technology for the energy revolution. On the power grid side, the power grid voltage is effectively adjusted through new energy storage to improve the stability of transmission and distribution. On the electricity consumption side, energy storage is mainly used for spontaneous self-use of electricity and cost reduction of peak-valley price difference. According to GGII's industry research data, the global energy storage lithium battery industry demand is expected to reach 460GWh in 2025, with a compound growth rate of 60.1 from 2021 to 2025.

On June 14, 2023, the company signed a purchase agreement with Powin, an integrated solution provider for energy storage batteries in the United States. The two parties agreed to produce and deliver 10GWh square lithium iron phosphate batteries to Powin according to the agreement. Powin is a U.S. provider of integrated solutions for energy storage batteries.

on June 15, the company signed an agreement with American Battery Solutions (hereinafter referred to as ABS). the company expects to produce and deliver 13.389GWh square lithium iron phosphate batteries to ABS. ABS is a U.S. provider of battery energy storage solutions for electric vehicles and commercial (C & I).

In the first quarter of 2023, the company achieved operating income of 11.186 billion billion yuan, an increase of 66.11 percent over the same period last year, and achieved a net profit of 1.14 billion billion yuan, an increase of 118.68 percent over the same period last year.

in the first quarter, the company signed an investment cooperation agreement with jianyang city people's government on the "20GWh power energy storage battery production base project" with a total investment of about 10 billion yuan. The company plans to invest in the construction of "23GWh cylindrical lithium iron phosphate energy storage power battery project with an annual output of about 5.5 billion yuan" in the administrative committee of Qujing economic development zone. The company's subsidiary Yiwei Power plans to invest in the construction of "60GWh Power Storage Battery Production Line and Auxiliary" 60GWh ", the total investment of the project is about 10.8 billion yuan.

A number of listed companies actively promote energy storage business

in July 2023, penghui energy (300438.SZ) said that although industrial and commercial energy storage has just started in the second half of the year, the company believes that its demand momentum is very strong, and the internal target for the second half of the year is 1GWh-2GWh.

Xinwanda (300207.SZ) said the company's energy storage business includes energy storage core, energy storage system integration business. The energy storage cell business is carried out in the subsidiary Xinwanda Power Technology Co., Ltd., and the energy storage system integration business belongs to the listed company.

The company has long been deeply engaged in business areas such as network energy, household energy storage, power energy storage and smart energy, and based on its own experience and advantages in building its own low-carbon park, Xinwanda actively cooperates with upstream and downstream suppliers, customers and the government to build a low-carbon park and later operation.

Zhuhai Guanyu (688772.SH) energy storage battery business, has gradually entered ZTE, Sonnen, Southern Network Technology and other domestic and foreign system integrators of the supply chain system and has begun to supply in bulk. Energy storage batteries from household energy storage, communication backup and other business gradually to the grid side energy storage, power generation side energy storage and industrial and commercial energy storage and other fields.