company news about The various industrial links of energy storage

The raw materials in the upstream energy storage industry mainly include positive electrode materials, negative electrode materials, electrolytes, etc. Lithium batteries are currently the main production solution for energy storage batteries. The positive electrode material is closely related to the electrochemical performance of lithium batteries, which determines the energy density and safety performance of the battery. Generally speaking, the cost of positive electrode materials is relatively high, accounting for about 30% of the cost of lithium battery materials. As a crucial part of the industrial chain, the competition in the energy storage battery industry is extremely fierce. At present, the competitive advantage of China's energy storage battery industry is relatively obvious, with enterprises represented by CATL and BYD holding a relatively large market share.

The midstream industry of energy storage generally refers to the integration of energy storage systems, which involves designing and optimizing energy storage systems based on various scenario requirements. This process selects appropriate energy storage technologies and products according to user needs, and combines and utilizes energy storage units for various scenarios such as industrial and commercial user side, power generation side, and grid side. Currently, energy storage system integration is generally a diversified project, which involves battery selection, system control synthesis, and management system construction based on specific application scenarios. Compared to general electric vehicle battery systems, energy storage system integration is more complex and precise, covering multiple factors such as battery management, thermal safety management, intelligent monitoring and operation. From the perspective of domestic market competition, the overall concentration of the energy storage system integration industry is not high. In addition, the current business model of energy storage systems is mostly an integrated approach of investment and operation. Some companies are further segmenting their business and shifting their focus to intelligent operation and refined management of energy storage power stations.

The downstream energy storage industry can be divided into power generation side, grid side, and user side according to application scenarios. The energy storage on the power generation side is mainly completed by state-owned power groups such as Huaneng, Huadian, Datang, Guodian Investment, and National Energy Group. At present, the integration manufacturers on the power grid side are mainly represented by power companies such as Nanrui, Zhongtian, and Xuji. These power companies are long-term partners of the power grid and understand the actual operation of the power grid. At present, the scale of user side energy storage projects in China is relatively small, and most of them are industrial and commercial users, with fewer household users. In addition, the resource recovery and utilization of electrochemical energy storage have not been fully explored and valued in the market, which will become an important growth point for the development of downstream energy storage industries in the future.