In November 2023, the new installed capacity of energy storage will be 27gw/7.2GWh, the average installed price of the system is 80046 yuan kWh, while the lowest installed unit price is as low as 638 yuan kWh. The installed capacity is declining, and the value of a single magnetic component continues to rise with the power
The installed capacity reached a new high.
According to incomplete statistics from the CNESA DataLink global energy storage database, as of November 2023, the newly installed capacity of new energy storage is 149gw/41.0gwh。Among them, in November, the new installed capacity of new energy storage was 27gw/7.2GWh, a significant rebound from October, +237% +350% month-on-month, and the power and energy scale hit a new high in the second half of this year.
From January to November 2023, the new installed capacity of energy storage.
Data**: CNESA, compiled by Big-Bit Business Network.
The cost of energy storage systems is at a record low.
In November, the average bid price of the energy storage system was 80046 yuan kWh, falling below 900 yuan kWh, -47% year-on-year, -5% month-on-month, down 47% compared with the beginning of this year, winning the bid ** range of 76000 yuan KWH-88500 kwh. The average bid price of the 4-hour energy storage system is 73631 yuan kWh, falling below 800 yuan kWh, the lowest winning bid**63800 yuan kWh, a record low.
The power of energy storage units climbs, and the value of magnetic components is higher.
With the improvement of battery capacity density and the maturity of system technology, the power of energy storage products is also gradually increasing. It is understood that the current mainstream 1500V energy storage system, battery energy density, power density compared with 1000V system have increased by more than 35%.
As far as magnetic components are concerned, with the increase of the power scale of energy storage systems, the value of magnetic components will gradually rise. Taking GoodWe as an example, its energy storage inverter product power covers 33-6.6kw, 5-10kw, 15-30kw, the purchase price of a single magnetic component in 2022 has been **8 compared with 202042 yuan, ** ratio of 1581%。
GoodWe energy storage inverter magnetic component purchase price estimate, data ** in the annual report, big-bit business network collation.
GoodWe 5kw energy storage inverter dismantling diagram, ** network.
For example, taking GoodWe 5KW products as an example, the value of the four inverter reactance (inductance) below may exceed the total value of the above three magnetic rings combined.
As power and capacity increase, the amount of magnetic components will also increase, and the overall value of magnetic components will also be higher. Previously, Liu Chaochao, an engineer at Hewang Electric, mentioned in an interview, "Take a 50kw industrial and commercial energy storage inverter as an example, which uses a power inductor and at least 8 electronic transformers. "The amount of magnetic components used in GoodWe's 50kW energy storage inverter is more than 20.
Shao Lei, director of Tianbangda's high-voltage energy storage product line, believes that "the specific power is determined according to the application scenario, and the current mainstream power segment is 10kw for household energy storage, 100-150kw for industrial and commercial energy storage, and 1 for centralized power station energy storage."75mw。Taking centralized power station energy storage as an example, a single cabinet used to be only 2MW·h (power 1MW), but now it has been increased to 37MW·h (power 1MW), next year's mainstream will be 5MW·h (power 1MW), power scale, energy scale is gradually rising. ”
Greater power and capacity are the mainstream trend in the future. Taking Sungrow products as an example, in addition to the 5MW·h mentioned above (Sungrow's corresponding power segment products are 3150kW with 2H), Sungrow has also launched a higher power product - 5175kW with 2H and 4H versions.
Sungrow energy storage system products, Sungrow official website.
Brief summary. During the "14th Five-Year Plan" period, all provinces and cities have included energy storage in their development plans, and delineated the specific distribution and storage ratio, which has greatly driven the enthusiasm for investment in the energy storage market, and the energy storage market will usher in large-scale development in 2022-2023.
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