With the introduction of time-of-use electricity price policies in various parts of China, the peak-to-valley price gap continues to widen, and the economy of industrial and commercial energy storage has been significantly highlighted, becoming the hottest track in the energy storage industry this year, and thousands of companies have launched industrial and commercial energy storage products. With the advantage of low cost, sodium batteries are expected to occupy a place in the field of industrial and commercial energy storage in the future. Recently, another sodium electrical and commercial energy storage demonstration project has been put into operation.
The 1MWh sodium electro-optical storage and charging demonstration project was put into operation
The starting point of sodium electricity paid attention to the fact that on December 19, Xingchu Century Technology Co., Ltd. *** hereinafter referred to as "Xingchu Century").500kw/1mwhThe first phase of the 50kW 105kWh demonstration project of the integrated demonstration project of optical storage and charging passed the acceptance and was officially put into operation in ZigongThe first sodium electric energy storage demonstration project successfully put into operation in Sichuan Province. It is understood that the first phase of the project will install a 50kw 105kWh industrial and commercial energy storage cabinet, and the energy storage charging and discharging mode is "valley time charging, peak time discharge". Through this system, the continuous sunlight is converted into clean energy, which can continuously charge employees' electric vehicles, effectively saving electricity bills and reducing traditional energy consumption. At the same time, the system can also transmit electric energy to the power grid, helping the grid to balance the peak and trough of electricity consumption, making the power ** more stable and reliable. According to the data, Xingchu Century was established in 2007 with a registered capital of 12900 million yuan, is a world-renowned new energy smart microgrid solution provider. In March 2022, the company reorganized the Metropolitan Research Institute into the Sodium-ion Battery Research Institute to empower the research and development of sodium-ion batteries and key materials, and officially released the sodium-ion battery roadmap in May of that year, becoming the first enterprise in Sichuan Province to release the sodium-ion battery route. February 2023,Xingchu Century started construction of 5GWh sodium-ion battery projectThe total planned investment is about 3 billion yuan, and the current phase of 1GWh is expected to achieve mass production in 2024. Up to now, Xingchu Century has successively established sodium-related cooperative relations with upstream and downstream enterprises such as Aoguan Group, Baisige, Haibo Strong, Xiangying Technology, and beiteri to jointly explore the key material technology of sodium-ion batteries and the industrial application of sodium-ion batteries. In terms of sodium-related products, Xingchu Century has successfully developed prismatic aluminum-shell sodium-ion batteries of different specifications such as 75AH and 160AH. At present, the mass-produced sodium-ion battery specification is square aluminum shell EA75, with a capacity of 70Ah-75Ah, an energy density of up to 132Wh kg, a cycle life of more than 2000 times, a discharge capacity retention rate of 85% at minus 40 degrees, and excellent low-temperature performance. This product has been tested by TÜV SÜD to two international standards such as TÜV SÜD's PPP standards and UL1973:2022.
Many sodium power companies have deployed industrial and commercial energy storage
The application scenarios of industrial and commercial energy storage are broad and scattered, mainly including four categories: first, factories and shopping malls, where electricity Xi is obvious, and energy storage is installed for peak shaving and valley filling, demand management, which can reduce electricity costs and act as a backup power emergency;The second is the optical storage charging station, photovoltaic self-consumption, supply energy for electric vehicle charging stations, energy storage to stabilize the impact of high-power charging stations on the power grid;The third is the microgrid, the microgrid has the flexibility of on-grid or off-grid operation, mainly in industrial park microgrids, island microgrids, and microgrids in remote areas, and energy storage plays a role in balancing power generation and electricity loadFourth, new application scenarios, industrial and commercial energy storage actively explores new scenarios of integrated development, and has appeared in many application scenarios such as data centers, 5G base stations, battery-swapping heavy trucks, and port shore power. At present, lithium iron phosphate batteries are mainly used in the industrial and commercial energy storage market, and sodium-ion batteries have the advantages of low cost, high safety, and good low-temperature performance, and can also solve the problem that China's lithium resources are scarce and may be "stuck". With the gradual progress of sodium battery-related technologies and the gradual maturity of the industrial chain, its advantages such as low cost after large-scale mass production will further improve the economy of industrial and commercial energy storage, and sodium batteries are expected to replace part of the lithium iron phosphate space. According to data from the Starting Point Research Institute (SPIR), in the first three quarters of 2023, China's industrial and commercial energy storage capacity was newly installed by 18GW, with the gradual introduction of industry-related subsidy support policies and related industry standards, the cost of batteries has gradually decreased, the peak-to-valley price gap has widened, and virtual power plants, partition wall sales, etc., are expected to further expand the profit channels of industrial and commercial energy storage, and it is expected that by 2025, China's new industrial and commercial energy storage will reach9.3gw。The Starting Point Research Institute (SPIR) believes thatIn the next five years, the compound growth rate of the industrial and commercial energy storage industry is expected to exceed 40%.Main growth**: 1) Compulsory distribution and storage policy in the domestic market + two-wheel drive of electricity price reform 2) Growth in export ratio 3) Reduction in cost and performance improvement of energy storage batteries. At present, a number of enterprises, including Zhongke Haina, BYD, Zhong Na, Super Soda, and China Sodium Energy, have all launched layouts in the field of sodium electric and commercial energy storage. As early as June 2021, Zhongke Haina put into operation the world's first 1MWh sodium electro-optical storage and charging intelligent microgrid system in Taiyuan Comprehensive Reform Zone, Shanxi Province. In March this year, BYD's 20MWh sodium electric Rubik's cube cabinet energy storage system was put into trial operation in Nanning Qingxiu Industrial ParkIn July, the demonstration project of the integration of photovoltaic storage and charging of Zhongsodium Energy startedIn October, Super Sodium New Energy cooperated with China Construction Eighth Bureau on the 40kWh sodium electric energy storage system project, and the mobile sodium electric smart energy storage box was successfully deliveredIn the same month, Sinosodium Energy signed a strategic cooperation agreement with Changchun Urban Development Investment Holding Group's new energy sector, Chengfa Zhi Carbon, based on sodium-ion industrial and commercial energy storage and electric vehicle battery swap projectIn November, ultra-sodium new energy and China Construction Eighth Bureau jointly released energy storage products based on sodium-ion batteries (box-type, cabinet-type, ultra-thin wall-mounted), mobile optical storage integrated energy station, and new energy storage products. With the advancement of the industrialization of sodium electricity, it is foreseeable that more industrial and commercial energy storage projects will be implemented. 