Recently, Shenzhen leaders have intensively carried out industrial research. In addition to artificial intelligence, high-end medical treatment these more common collars
domain, there is another field of research that has attracted the attention of reporters, that is, the new energy storage industry.
On May 18, the cooperation and exchange activity of energy storage enterprises in Shenzhen-Shantou Intelligent City was held in the Shenzhen-Shantou Special Cooperation Zone. 18 leading enterprises
Went to the Shenzhen-Shantou Special Cooperation Zone for cooperation and exchange activities.
In fact, in addition to this survey, since this year alone, Guangdong Province and Shenzhen City have moved in the development of new energy storage industries
Frequency:
On April 26, the Financial and Economic Committee of the Guangdong Provincial Party Committee held a meeting and pointed out that it is urgent to seize the commanding heights of the new energy storage industry
Sense, take advantage of the momentum to promote the accelerated development of the new energy storage industry and create a new strategic pillar industry in the manufacturing industry.
In early April, the Shenzhen Municipal Government Party Group Theory Learning Center Group (Enlarged) Study Conference was held, pointing out that it is necessary to seize new energy storage
During the period of major opportunities for industrial development, we will continue to promote the transformation and upgrading of energy and industrial structure, and create high-quality "high-end energy storage Shenzhen."
Make "" brand, broaden the demonstration application of advanced energy storage projects, and accelerate the construction of a world-class new energy storage industry center
A global digital energy pioneer city, with leading demonstration standards to promote carbon bees and carbon neutrality.
In addition, it is also accelerating the layout in terms of communication and cooperation with energy storage companies. Secretary of the Guangdong Provincial Party Committee, Governor of Guangdong Province, Secretary of the Shenzhen Municipal Party Committee
The mayor met with the same enterprise on the same day, one by one, CATL.
What exactly is the new energy storage? Why is this area so focused and laid out? China is currently in the field of new energy storage
How is it going? What is the situation facing the development of Guangdong and Shenzhen in this field, and how to exert efforts? The first line of this issue
Research, follow the reporter to find out.
Why is energy storage and new energy storage important?
Energy storage refers to the process of storing energy through a medium or equipment and releasing it when needed, usually energy storage mainly refers to
Electric energy storage.
Under the background of "dual carbon", with the large-scale and rapid development of new energy sources such as wind power and photovoltaics, energy storage has become an important support for the construction of a new power system because of its good power storage and consumption functions.
In general, energy storage is related to national energy security and the development of emerging industries such as electric vehicles. According to the energy storage
Storage mode, energy storage can be divided into three categories: physical energy storage, chemical energy storage, and electromagnetic energy storage.
What is the current development of new energy storage in China?
The reporter found through combing that China has made important deployments around energy and energy storage.
The report of the 20th National Congress of the Communist Party of China proposed to "further promote the energy revolution, strengthen the construction of energy production, supply, storage and marketing systems, and ensure energy security."
Full". In order to implement the "dual carbon" strategy, China has increased the development of energy storage in recent years, and the energy storage industry has been supported by national policies
Hold, such as the "14th Five-Year Plan" New Energy Storage Development Implementation Plan, "14th Five-Year Plan" Energy Field Science and Technology Innovation Plan, etc.
The new energy storage industry is more highly valued by governments at all levels and supported by national industrial policies. country
The "Notice on Doing a Good Job in the Coordinated and Stable Development of the Lithium-ion Battery Industry Chain and Supply Chain" and "About Progress" have been issued successively
Opinions on improving the policy environment and increasing efforts to support the development of private investment" and "Establishing and improving carbon peaking and carbon neutrality standards
Metering System Implementation Plan" and other industrial policies to encourage the development and innovation of the new energy storage industry.
In terms of development scale, according to data released by the National Energy Administration, the growth of China's new energy storage installed capacity has accelerated: as of
At the end of 2022, the installed capacity of new energy storage projects put into operation nationwide reached 8.7 million kilowatts, with an average energy storage time of about 2.1 hours
, an increase of more than 110% compared to the end of 2021.
In terms of provinces, by the end of 2022, the top 5 provinces with cumulative installed capacity are: Shandong 1.55 million kilowatts,
Ningxia 900,000 kilowatts, Guangdong 710,000 kilowatts, Hunan 630,000 kilowatts, Inner Mongolia 590,000 kilowatts. In addition, China's new type of storage
The diversification of energy technology has an obvious development trend.
Since 2022, the energy storage industry has continued to have favorable policies, both at the national level to clearly and vigorously develop new energy storage power stations, and
Some provinces have required compulsory allocation of new energy and subsidies for energy storage power stations. In policy promotion and product technology continuously
Under the improvement, the economy of energy storage is increasingly improved, ushering in the explosive growth in the early stage of industrial growth, which is expected to become a new energy for continuity
Source car's super vent.
Develop new energy storage
What are the foundations and potential of Guangdong and Shenzhen?
Under the background of carbon peaking and carbon neutrality strategy, the new energy storage industry has a broad market and great development potential. Seize new energy storage
The commanding heights of industry are not only conducive to cultivating new momentum for high-quality economic development, but also to promoting economic and social development
The color transition is also important.
From the data just listed by the reporter, it can be seen that in terms of cumulative installed capacity, Guangdong Province ranks third in the country, and there is a certain amount
layout and foundation.
In terms of development potential, the Institute of Advanced Industry (GG) has launched provinces based on a number of indicators and related factors
The energy storage industry (autonomous region and city) has more development potential, of which Guangdong ranks second:
In terms of potential, Shenzhen has also been optimistic about the industry.
On May 18, in the cooperation and exchange activity of energy storage enterprises in Shenzhen-Shantou Intelligent City, the heads of relevant energy storage companies came to Shenzhen one after another
Xiaomo International Logistics Port of Shantou Special Cooperation Zone, China Resources Power Shenzhen Shantou Company, Shenzhen Shantou BYD Automobile Industrial Park Phase II, etc
Purpose on-site visit and investigation, on-site understanding of the situation.
Shenzhen Satellite TV reporters noticed at the investigation site that the person in charge of relevant enterprises said that the Shenzhen-Shantou Special Cooperation Zone is a Shenzhen regulation
The modern industrial new city planned for construction has obvious advantages in location, space and transportation, including new energy storage products
The development of advanced manufacturing industry, including industry, provides a broader space.
Shenzhen energy storage enterprises "exploded" growth
Shenzhen is one of the earliest cities in China to develop the new energy industry, and the new energy storage industry is what Shenzhen has actively seized recently
"Vent" field.
According to the relevant data of Shenzhen Institute of Standards and Technology, Shenzhen is currently engaged in mechanical energy storage, electrochemical energy storage and electricity
There are 6,988 energy storage enterprises operating magnetic energy storage and other businesses, with a registered capital of 166.173 billion yuan and 18.79 employees
10,000 people, obtained 11,900 invention patents.
From the perspective of industry distribution, 6988 energy storage enterprises are distributed in scientific research and technical services, with 3463 registered capital
78.740 billion yuan, 25,900 employees, 1,732 invention patents. And there are 3525 companies distributed in the manufacturing industry,
The registered capital is 87.436 billion yuan, the number of employees is 162,000, and there are 10,123 invention patents.
Compared with the data of recent years, it can be seen that the number of newly registered energy storage enterprises in Shenzhen has increased sharply.
According to the statistics of Shenzhen Institute of Standards and Technology, the newly registered business scope from 2022 involves energy storage enterprises
It reached 1124 companies with a registered capital of 26.786 billion yuan.
This data is 65.29% and 65.29% year-on-year compared with 680 and 20.176 billion yuan in 2021, respectively
32.76%。
From January 1 to March 20 this year, there were 335 newly registered energy storage enterprises in the city with registered capital
3.135 billion yuan.
Industry institutions predict that in the next 2-3 years, with the opening of the global energy storage demand market, lithium-based energy storage batteries
The industry will show explosive growth, when new entrants will also increase, and market competition will further intensify.
To develop energy storage, how does Shenzhen do?
In terms of enterprise development, the reporter found relevant statistics showing that Shenzhen trained BYD to be involved in energy storage for a long time and concentrated overseas
Both energy storage and household energy storage have established strong sales channels and customer networks, and are ranked among domestic enterprises in the field of new energy storage
Second place (first for the Ningde era).
In the country, the development speed of Shenzhen's lithium battery industry is also fast, and energy storage as a lithium battery industry after power batteries
Another trillion market, various lithium battery companies have laid out, in addition to BYD, there is no lack of Sunwoda, Desay Battery,
CLOU Electronics, Haopeng Technology and a number of listed companies.
In addition, in terms of policies, Shenzhen has also successively introduced support and planning for the field of energy storage:
In June 2022, Shenzhen issued the Action Plan for Cultivating and Developing New Energy Industry Clusters in Shenzhen (2022-2025).
The development of new energy storage is listed as one of the key projects, pointing out that it is necessary to continue to expand the new based on electrochemical energy storage
type energy storage industry system.
In February 2023, Shenzhen issued Several Measures to Support the Accelerated Development of the Electrochemical Energy Storage Industry in Shenzhen, which will focus
Support raw materials, components, process equipment, cell modules, and battery tubes for advanced electrochemical energy storage technology routes
Management system, battery recycling and comprehensive utilization and other key areas of the chain, and for industrial ecology, industrial innovation ability, business
20 incentive measures were proposed in five areas, including the karmic model.
In terms of creating a new industrial ecology, Shenzhen proposed to improve the main radiation capacity of the chain. Operational nature for supply chain enterprises
Loan interest, supported by discounted interest according to regulations.
In terms of improving industrial innovation capabilities, Shenzhen proposed to target long-life, high-safety battery systems and large-scale,
The large-capacity and high-efficiency energy storage system carries out the system research and development of key core technologies and next-generation reserve technologies, and encourages enterprises to link
Combine universities and scientific research institutions to form a joint innovation body to carry out research.
In the measures, it is also proposed to optimize the development of the energy storage business model, including supporting the diversified development of user-side energy storage
New scenarios for the integrated development of energy storage such as large data centers and industrial parks.
In the face of challenges, how can Shenzhen break through?
Some analysts pointed out that the next three years will be a big era of global energy storage, whole-industry energy storage, and whole-household energy storage.
Global energy storage means that energy storage will be fully rolled out on a global scale; Whole-industry energy storage means the source, grid, and load of electricity
The energy storage application of the link will be opened; Whole-household energy storage means that on the consumer side, household energy storage will become the same as air conditioning
's home appliance-grade products have gradually become a must-have choice for families around the world.
According to reports, at present, China's energy storage subsidies are mainly based on the user side, and it is difficult to affect the proportion of allocation and storage. However, energy storage subsidies
It will improve the economy of energy storage and help the transformation from the previous compulsory allocation to active storage.
Since the market mechanism of supporting energy storage for new energy projects is not perfect, enterprises will include the cost of allocation and storage in the total cost of the project
The development of sub-new energy projects may be limited.
Therefore, the current proportion of energy storage allocated in new energy projects is mainly based on the policy requirements of local governments to meet the project
Investment development is carried out under the premise of yield requirements.
The reporter also noted that at present, the new energy storage industry is also facing various "stuck neck" problems such as key materials and new technologies
Question, the development of the industry also needs a broader space for growth.
So what should Shenzhen do? First of all, we must make good use of our own advantages.
Some insiders said that Shenzhen's new energy industry foundation is relatively good, and new energy storage projects have great potential for development in Shenzhen
Large, especially distributed generation + new energy storage, and the configuration of source, grid, load-storage integration projects The demand for new energy storage is one by one
Gradually increase. The relevant policies introduced by Shenzhen this year are also vigorously implementing and implementing the new ones proposed in the "14th Five-Year Plan"
type of power system construction requirements.
At the same time, Shenzhen should make full efforts to make breakthroughs.
Shenzhen has a good industrial foundation, strong strength of leading enterprises, and relatively rich reserves of scientific and technological achievements, so it is more necessary to grasp the key points
Break through bottlenecks, strengthen innovation drive, and focus on breakthroughs; Encourage leading enterprises to play the role of chain master enterprises and strengthen the industrial chain
upstream and downstream collaboration; Expand the application of scenarios and strive to form a number of landmark achievements.
Shenzhen also needs to lay a better foundation.
In terms of policies, it is necessary to optimize and upgrade relevant industrial policies in a timely manner, further increase the guarantee of factors, and develop for enterprises
Provide a good environment; Better integrate the market and the government, explore better business models, and seize opportunities for industrial development,
Seize the commanding heights of the new energy storage industry.
The above content is from: Shenzhen Satellite TV Deep Vision News
Author/Zhao Chang
Editor/Yang Mengtong Liu Luyao (Trainee)
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Post time: Aug-28-2023