High dimensionality.
New energy storage is accumulating.
A few days ago, the relevant person in charge of the National Energy Administration said that since the "14th Five-Year Plan", China's new new energy storage capacity has directly promoted economic investment of more than 100 billion yuan, driven the further expansion of the upstream and downstream of the industrial chain, and become a "new driving force" for economic development. The new installed capacity in 2023 will increase by more than 260% compared with the end of 2022, nearly 10 times that of the end of the 13th Five-Year Plan.
The new energy storage is equivalent to a "super-large power bank". It is "an energy storage project that takes the output of electricity as the main form and provides services to the outside world in addition to pumped storage", and compared with pumped storage, it has the advantages of flexible site selection, short construction period, fast and flexible response, among which lithium-ion batteries account for the highest proportion. The traditional power system is ready to use, and wind and solar energy used to basically "rely on the sky to eat", and the new energy storage not only helps to shave the peak and stabilize the power system, but also is an important path to achieve the "double carbon" goal, give birth to new domestic energy formats, and seize the new international strategic highland.
The wind is whistling, and Guangdong is taking advantage of the trend. As a major economic province in China, Guangdong issued the "Guiding Opinions on Promoting the High-quality Development of the New Energy Storage Industry" in March last year, clearly proposing to build the new energy storage industry into a strategic pillar industry of "manufacturing master". Under the warm wind of policies, the Provincial Administration for Market Regulation recently issued the "Several Measures on Giving Play to the Market Supervision Function to Promote the High-quality Development of the New Energy Storage Industry", proposing 20 pragmatic measures from nine aspects to promote the construction of a good situation driven by technology, market and policy, which can be described as interlocking and opportune.
For the industry to "pilot", the standard is traction. Energy and power is a capital-intensive industry, the cost of technical trial and error is extremely high, and the application scenarios of energy storage are extremely rich, if there is a lack of unity and coordination, it is easy to generate unnecessary internal friction in the implementation process. The above-mentioned "measures" propose that the relevant industry authorities will be coordinated to carry out the formulation and revision of local standards in the field of new energy storage, and support enterprises, institutions, enterprises and institutions in the field of new energy storage to develop relevant standards, which is conducive to playing the basic and leading role of standards and promoting the orderly development of the entire industry.
For the industry, safety is the cornerstone. At present, there are many entrants in the energy storage industry, but there are also "crucian carp across the river" rushing up, such as some latecomers do not have technical reserves, but they want to make money quickly, and are unwilling to "bury their heads in pulling cars". The uneven quality of product quality will inevitably cause "bad money to drive out good money". It is precisely because of this that the "Measures" have a lot of ink on safety issues, such as proposing to improve the quality and safety supervision system of new energy storage products, guiding new energy storage enterprises to set up corporate chief quality officers and standardization directors, etc., so as to clean up the source and promote the survival of the fittest from the top-level design.
To "recharge" the industry, innovation is the driving force. At present, many new energy storage products are seriously homogeneous and low-level "involution", especially the high cost of some key materials. To break this dilemma and create incremental value, it is largely dependent on innovation. It is undoubtedly important to create a good competitive environment, so that innovators can truly benefit, and promote the protection and creative use of intellectual property rights. The "Measures" support the construction of the energy storage industry intellectual property alliance and promote the operation of the energy storage industry intellectual property rights, which is necessary to realize the deep integration of the industrial chain and the entrepreneurial chain.
The provincial work report mentions that Guangdong will have 100 new energy storage projects under construction in 2023 with a total investment of 229 billion yuan, becoming the most complete area in the energy storage battery industry in the country. It is expected that new energy storage will add momentum to the "manufacturing industry" and add full horsepower to the high-quality development of Guangdong's economy.