Since the beginning of this year, the installed capacity of new energy storage has reached a new high. As of the end of the third quarter, China's new energy storage capacity increased by more than 920% year-on-year. However, the domestic energy storage industry is showing the phenomenon of "two heavens".
A company in Taizhou, Jiangsu Province, is checking bids before bidding. The person in charge told reporters that the bidding volume of the entire market this year has doubled compared with last year, but it has been nearly halved since the beginning of the year.
Li Ming, general manager of the energy storage division of Shuangdeng Group: The market in the first half of the year was 11 yuan, 1About 2 yuan (per watt hour), the latest round of centralized procurement, ** reported to 063 yuan to 064 yuan (per watt-hour), which is already (close) to the cost level.
Similarly, in Zhuzhou, Hunan, business manager Zhao Junzhang also felt the "ice and fire" of the industry. The new low price in the market that Li Ming said is exactly the project he is responsible for. Today, more than 30 companies have bid for new projects he has participated in, and there is still a downward trend.
Zhao Junzhang, business manager of CRRC Zhuzhou Institute: My last bid was 0638 yuan (per watt-hour). Now I see the latest person to vote (** has (to) 0$5 (per watt-hour).
The reporter learned that the downward trend of the bidding for the energy storage system is related to the decline of lithium carbonate, the raw material of the system battery, to the product end. The spot price of battery-grade lithium carbonate** has increased from nearly 600,000 tons** at the peak of the beginning of the year to about 100,000 tons, a decline of up to 80% during the year. On the other hand, capital and cross-border manufacturers from all walks of life have flocked to the country, and according to statistics, there will be tens of thousands of newly registered related enterprises in the country in 2023 alone.
Wang Shicheng, chairman and general manager of Beijing Soying Electric Technology Co., Ltd.: Every time a target is recruited, dozens of companies often grab a bid, which further aggravates the downward trend.
According to incomplete statistics, in the first three quarters of this year, the domestic lithium battery energy storage capacity planning was close to 360GWh, while the global shipment of energy storage batteries by domestic enterprises in the first ten months was 163GWhThe average capacity utilization rate of the industry is around 50%.
In addition, the investment and operation of China's energy storage industry has not yet formed a stable and clear business model, and the industry has seen a fierce battle in the case of low income from the source of the industry and extremely fierce market competition.
Xu Shaolong, deputy general manager of CRRC Zhuzhou Institute: Many owners of energy storage projects are very concerned about the cost, which sends a message to the market, that is, the entire chain is guided by the first chain.
*CCTV Finance.
*: Anhui Traffic Broadcasting.