The purpose of energy storage is mainly to achieve the stable operation of power at the first end, the transmission end and the user end. The energy storage industry has gone through the technical verification during the "12th Five-Year Plan" period and the demonstration and promotion during the "13th Five-Year Plan" period, and has laid a good foundation for large-scale development from technology to application. At present, energy storage has entered a new stage of "large-scale development" from the "early stage of commercialization".
Driven by the substantial growth of China's new energy power generation scale and the continuous decline in the cost of lithium batteries, China's electrochemical energy storage installed capacity has maintained a rapid growth trend. In 2022, the shipment of energy storage lithium batteries continued the strong growth momentum of the previous year, with annual shipments reaching 130GWh, a year-on-year increase of 1708%。From the perspective of subdivisions, the shipments of electric energy storage, household energy storage, and portable energy storage batteries have risen. Among them, residential energy storage shipments grew the fastest, with a growth rate of more than 35 times, the growth rate of electric energy storage and portable energy storage is more than 2 times. The shipment of communication energy storage batteries has slowed down, and the energy storage will have a negative growth in 2022, down 25% year-on-year. From January to November 2023, the total cumulative output of power and energy storage batteries in China will be 6987GWh, a cumulative year-on-year increase of 416%；The cumulative sales volume of energy storage batteries was 876GWh, accounting for 137%。The cumulative export of energy storage batteries is 194GWh, accounting for 145%。
At the policy level, in May 2022, the National Development and Reform Commission (NDRC) and the National Energy Administration (NEA) issued the Implementation Plan for Promoting the High-Quality Development of New Energy in the New Era, pointing out that the compensation mechanism for peak and frequency regulation power sources should be improved, and the construction of flexible coal-fired power units, hydropower expansion, pumped storage and solar thermal power generation projects should be strengthened to promote the rapid development of new energy storage. Study the energy storage cost mechanism. On October 31, 2022, the State Administration for Market Regulation and other nine departments jointly issued the "Implementation Plan for Establishing and Improving the Standard Measurement System for Carbon Peak and Carbon Neutrality", which mentions that the focus will be on promoting the formulation of smart grid and new energy storage standards, and gradually improving the integrated standard system of source, grid, load and storage. On January 17, 2023, the Ministry of Industry and Information Technology and other six departments issued the "Guiding Opinions on Promoting the Development of the Energy Electronics Industry", which proposes to strengthen the industrialization technology of new energy storage batteries and promote the large-scale application of advanced energy storage technologies and products.
With the growth of demand, the battery technology of energy storage system has been further optimized, and its energy density, safety and efficiency have been further improved, and the industry will continue to maintain a rapid growth trend in the future. Benefiting from the abundant application scenarios and the rapid growth of terminal demand, the energy storage market has entered the stage of large-scale development and has market space.
The "2024-2028 China Energy Storage Battery Industry Investment Planning and Prospects** Report" released by the Industry Research Institute has a total of 18 chapters. First of all, the report introduces the relevant concepts and global development of the energy storage battery industry, and analyzes the macro environment of the development of China's energy storage battery industry and the development and operation of China's energy storage battery market. Then, the report provides a detailed analysis of the composition and regional development of the energy storage battery system. Then, the report made a profound interpretation of the different types of energy storage battery market and the research and development progress of key technologies in the energy storage battery industry, and then the report deeply analyzed the application market and utilization of energy storage batteries in China, and introduced the business conditions of typical enterprises in the industry. Finally, the report lists a series of investment and construction of energy storage battery projects in China, and at the same time conducts a comprehensive analysis and risk warning of the investment potential of the energy storage battery industry, and makes a scientific analysis of the development prospects of the energy storage battery industry.
The data of this research report mainly come from the National Bureau of Statistics, the Ministry of Industry and Information Technology, the China Chemical and Physical Power Industry Association, the Industrial Research Institute, the Market Research Center of the Industrial Research Institute and key publications at home and abroad. If you or your organization want to have a systematic and in-depth understanding of the energy storage battery industry, or want to invest in energy storage battery related projects, this report will be an indispensable and important reference tool for you.
Chapter 1 Energy Storage Battery Industry Related Concepts.
Section 1: Energy storage.
First, the basic concept of energy storage.
Second, the principle of energy storage frequency modulation.
3. Classification of energy storage methods.
Fourth, energy storage drivers.
5. Energy storage business model.
Section 2, energy storage battery.
1. Conceptual categorization.
Second, the introduction of the development process.
Third, the main process.
Fourth, the market application value.
5. Analysis of the industrial chain.
Chapter 2 Overview of the development of the global energy storage battery industry from 2021 to 2023.
Section 1 Development of the global energy storage battery industry from 2021 to 2023.
First, the development process of the industry.
Second, the number of battery shipments.
3. Statistics on installed capacity.
Fourth, the market segment structure.
5. Regional distribution.
Sixth, the application of the industry.
Section 2 Investment and construction dynamics of foreign energy storage battery projects from 2021 to 2023.
1. All-vanadium liquid flow + zinc hybrid battery project.
2. Elandskop battery energy storage project.
3. Europe's largest battery energy storage project was launched.
Fourth, Centrica deploys battery energy storage projects.
Section 3 Analysis of the development of energy storage batteries in the United States.
First, the operation status of the industry.
2. Strategic planning and deployment.
3. Project research and development.
Section 4 Analysis of the development of energy storage batteries in the European Union.
First, the operation status of the industry.
2. Strategic planning and deployment.
3. Investment in industrial projects.
Section 5 Analysis of the development of energy storage batteries in Japan.
First, the operation status of the industry.
2. Strategic planning and deployment.
3. Project cooperation dynamics.
Chapter 3 Macro environment analysis of China's energy storage battery industry from 2021 to 2023.
Section 1: Policy Environment.
1. Renewable energy development plan.
Second, the implementation plan for the development of new energy storage.
3. Promote the participation and application of new energy storage in the market.
Fourth, accelerate the action plan for the innovation and development of power equipment.
5. Strengthen the safety management of electrochemical energy storage power stations.
6. Guidelines for the construction of new energy storage standard system.
Section 2: Economic Environment.
1. Macroeconomic overview.
Second, the scale of social consumption.
Third, the industrial situation.
4. Investment in fixed assets.
Macroeconomic outlook.
Section 3 Industrial Environment.
First, the degree of completion of energy consumption.
Second, the development of energy storage is large-scale.
3. Suggestions for the development of energy storage.
Fourth, the new characteristics of the energy storage industry.
Chapter 4 Analysis of the development status of China's energy storage battery industry from 2021 to 2023.
Section 1, 2021-2023 China's energy storage battery market situation.
First, the number of shipments.
Second, the shipment market segment.
3. Statistics on installed capacity.
Fourth, the installed subdivision structure.
5. Application scenario analysis.
Sixth, the project investment.
Section 2 Competition analysis of China's energy storage battery industry from 2021 to 2023.
First, the degree of market concentration.
Second, the distribution of market share.
Third, the level of industry competition.
Fourth, competitiveness evaluation.
Fifth, the ranking of enterprise competition.
Sixth, major enterprises to expand production.
Section 3 Comprehensive analysis of energy storage battery safety accidents from 2021 to 2023.
1. Typical safety accidents.
2. Analysis of the causes of the accident.
3. Elements of potential safety hazards.
Chapter 5 Comprehensive analysis of the composition of China's energy storage battery system from 2021 to 2023.
Section 1, battery pack.
1. Introduction to basic concepts.
2. Analysis of vehicle battery packs.
3. Regional distribution.
Fourth, import and export analysis.
Fifth, the progress of technology research and development.
Section 2: Energy Storage Converter (PCS).
1. Introduction to basic concepts.
Second, the main mode of operation.
Third, market size analysis.
Fourth, the competitive landscape of enterprises.
5. Industry influencing factors.
Sixth, the development space of the industry.
Section 3: Battery Management System (BMS).
1. Introduction to basic concepts.
2. Analysis of the industrial chain.
Third, the scale of market demand.
Fourth, the market segment structure.
Fifth, the market competition pattern.
Sixth, the dynamics of enterprise cooperation.
Seventh, the development trend of the industry.
Chapter 6 2021-2023 Development Status of Some Regions of China's Energy Storage Battery Industry.
Section 1, Shandong Province.
1. Industry support policies.
2. Energy storage demonstration projects.
3. Enterprise project cooperation.
Fourth, energy storage battery project.
Section 2, Ningxia.
1. Industry support policies.
Second, the development of energy storage.
3. Project cooperation dynamics.
Fourth, the status of technological breakthroughs.
Section 3, Qinghai Province.
1. Industry support policies.
Second, the market situation.
Third, the deployment of industrial development.
Fourth, the development of battery technology.
Section 4: Inner Mongolia.
1. Industry support policies.
Second, the progress of project construction.
3. Project cooperation dynamics.
Fourth, energy storage battery dynamics.
Section 5, Jiangsu Province.
1. Industry support policies.
Second, the market situation.
3. Suggestions for industrial development.
Fourth, energy storage battery dynamics.
Section 6, Fujian Province.
1. Industry support policies.
Second, the layout of key enterprises.
3. Deployment of key projects.
Fourth, energy storage battery dynamics.
Section 7: Hong Kong, China.
First, the layout of key enterprises.
Second, the dynamics of enterprise cooperation.
3. R&D initiatives in the two places.
Fourth, lithium-sulfur battery technology breakthrough.
Section 8: Guangdong-Hong Kong-Macao Greater Bay Area.
1. Regional development background.
Second, the progress of project construction.
Third, product research and development progress.
Fourth, the development of the project.
Fifth, the development plan of new energy storage.
Section 9 Other Provinces.
1. Yunnan Province.
2. Henan Province.
3. Guangdong Province.
4. Hunan Province.
Chapter 7 Development of China's lithium battery industry from 2021 to 2023.
Section 1, comprehensive analysis of lithium battery industry.
1. Introduction to relevant concepts.
2. Classification of categories.
3. Industry standard conditions.
Fourth, application scenario analysis.
5. Analysis of the industrial chain.
Section 2, 2021-2023 China's lithium battery market situation.
First, the market situation.
Second, the production scale statistics.
Third, the scale of shipment statistics.
Fourth, the shipment structure.
Fifth, the financial status of the industry.
6. Investment in listed companies.
Seventh, the industry market space.
Section 3 Analysis of China's ternary polymer lithium battery market from 2021 to 2023.
1. Introduction to basic concepts.
Second, the main advantages of the analysis.
3. Analysis of the main shortcomings.
Fourth, the application market analysis.
5. Technology patents.
Sixth, the development trend of the industry.
Section 4 Analysis of China's lithium iron phosphate battery market from 2021 to 2023.
1. Introduction to basic concepts.
2. Analysis of typical advantages.
Third, the raw material market capacity.
Fourth, the market loading volume analysis.
5. Application scenario analysis.
6. Technology patents.
7. Industry development opportunities.
Section 5 Analysis of China's graphene lithium-ion battery market from 2021 to 2023.
1. Introduction to basic concepts.
2. Analysis of typical advantages.
3. Application scenario analysis.
Fourth, the technology patent situation.
Fifth, the industry competition.
6. Analysis of development potential.
Chapter 8 Overview of the development of China's flow battery industry from 2021 to 2023.
Section 1: Analysis of the operation status of China's flow battery market from 2021 to 2023.
1. Introduction to basic concepts.
2. Evaluation criteria and indicators.
3. Analysis of the current situation of development.
Fourth, market size analysis.
Fifth, the project construction dynamics.
Sixth, the product technical route.
7. Market analysis.
8. Market space**.
Section 2 Analysis of China's all-vanadium flow battery market from 2021 to 2023.
1. Introduction to basic concepts.
2. Analysis of battery characteristics.
Third, the stage of industrial development.
Fourth, the market competition pattern.
5. Project planning and construction.
6. Application market analysis.
7. Market space**.
Section 3 Analysis of the commercialization progress of different types of flow batteries.
1. Iron-chromium flow battery.
2. All-vanadium flow battery.
3. Zinc-bromine flow battery.
4. Zinc-nickel single flow battery.
5. Zinc-iron flow battery.
6. All-iron flow battery.
7. Zinc air flow battery.
Chapter 9 2021-2023 development of China's lead-acid (carbon) battery industry.
Section 1, Overview of lead-acid (carbon) battery industry.
1. Introduction to basic concepts.
2. Analysis of the industrial chain.
3. Analysis of the working principle.
Fourth, the main performance characteristics.
5. Application scenario analysis.
Section 2, 2021-2023 China lead-acid (carbon) battery market operation analysis.
First, the industry situation.
Second, the industry policy environment.
3. Statistics on production scale.
Fourth, market shipment analysis.
Fifth, the market segment structure.
Section 3 Analysis of China's lead-acid battery development investment hotspots and prospects.
First, the industry investment hotspots.
Second, the development prospects of the industry.
Third, the development trend of the industry.
Chapter 10 Development of China's sodium-ion battery industry from 2021 to 2023.
Section 1: Overview of the sodium-ion battery industry.
1. Introduction to basic concepts.
2. Analysis of battery characteristics.
3. Product comparison and analysis.
Fourth, the core process points.
5. Application scenario analysis.
6. Industry cost calculation.
7. Industry design and manufacturing.
Section 2 2021-2023 China's sodium-ion battery market situation.
First, the development process of the industry.
Second, the industry policy environment.
Third, the structure of the industrial chain.
Fourth, the industry patent situation.
Fifth, the number of enterprises.
Sixth, the layout of the enterprise.
7. Industry development issues.
8. Suggestions for industry development.
Section 3 Investment analysis of the sodium-ion battery industry from 2021 to 2023.
1. Investment and financing events.
Second, the dynamics of investment and financing.
3. Potential opportunities in the industry.
Fourth, the industry technical barriers.
5. Investment risk analysis.
Section 4 Analysis of the development prospect of China's sodium-ion battery industry.
First, the market space**.
Second, the development prospects of the industry.
Third, the industry application prospects.
Fourth, the development trend of the industry.
Chapter 11 Development of China's Other Energy Storage Battery Industry from 2021 to 2023.
Section 1: Overview of the nickel-cadmium battery industry from 2021 to 2023.
1. Introduction to basic concepts.
2. Analysis of battery characteristics.
3. Import and export data analysis.
Fourth, the main application scenarios.
Section 2 Overview of the nickel-metal hydride battery industry from 2021 to 2023.
1. Introduction to basic concepts.
2. Analysis of battery characteristics.
3. Analysis of the industrial chain.
Fourth, the project construction dynamics.
Fifth, the industry market space.
Chapter 12 R&D progress of key technologies related to the energy storage battery industry from 2021 to 2023.
Section 1: Safety test of lithium-ion batteries for energy storage.
1. Safety testing and evaluation system.
2. Evaluation of monomer thermal abuse and thermal runaway.
3. Module thermal runaway propagation test evaluation.
Fourth, the system unit and installation level test.
Section 2 Management technology of lithium iron phosphate battery for energy storage.
1. State protection and energy control.
2. Battery fault diagnosis technology.
3. Battery thermal runaway detection technology.
Fourth, the battery integration development mechanism.
Section 3 The application path of energy storage battery technology to participate in AGC frequency modulation of thermal power plants.
1. Composition and function of battery energy storage system in thermal power plants.
2. Battery energy storage control and access scheme for thermal power plants.
3. Output control mode of battery energy storage system in thermal power plant.
Fourth, the electrical connection layout of the battery energy storage system of the thermal power plant.
5. Analysis of the application value of battery energy storage technology in thermal power plants.
Section 4 Analysis of the applicability of battery energy storage technology in nuclear power plants.
1. Applicability of DC and UPS systems.
Second, the applicability of emergency backup power supply system.
3. Applicability of mobile power supply for serious accidents.
Section 5 Progress of innovation and R&D of energy storage flow batteries in China from 2021 to 2023.
1. Progress of Xi'an Jiaotong University organic flow battery project.
2. Dalian flow battery energy storage technology.
3. A new generation of flow battery energy storage technology.
4. All-vanadium flow battery energy storage technology.
5. The Changsha R&D Center for Flow Batteries was officially completed.
Section 6 Progress of innovation and R&D of sodium-ion energy storage batteries in China from 2021 to 2023.
1. The energy storage sodium-ion battery energy storage project was launched.
Second, the sodium-ion battery of Zhongzi Technology was successfully developed.
3. 100 MWh sodium-ion battery energy storage technology.
Fourth, the cylindrical sodium-ion battery is about to be put into trial production.
5. STAR series sodium-ion batteries were released.
Chapter 13 Comprehensive analysis of China's energy storage battery application market from 2021 to 2023.
Section 1 Application and development of energy storage batteries in the power field from 2021 to 2023.
1. Application scenario analysis.
2. Positioning of electric energy storage.
Third, the industry development environment.
Fourth, value evaluation analysis.
Fifth, the profit model analysis.
Sixth, the development of the project.
7. Industry investment hotspots.
8. Market development potential.
Section 2 Application and development of energy storage batteries in the field of communications from 2021 to 2023.
1. Application scenario analysis.
Second, the industry development environment.
Third, the industry situation.
Fourth, the project bidding.
Fifth, the market development potential.
Sixth, the trend of intelligence.
Section 3 Application and development of energy storage batteries in the automotive field from 2021 to 2023.
1. Application scenario analysis.
Second, the main energy storage mode.
3. Cost evaluation and analysis.
Fourth, the dilemma of application development.
5. Suggestions for model promotion.
Sixth, the market development potential.
Chapter 14 2021-2023 China's energy storage battery utilization and governance recommendations.
Section 1, lithium iron phosphate battery cascade utilization and repair and regeneration methods.
First, the status of cascade utilization.
2. Metal materials**.
3. Restoration and recycling.
Fourth, the use of space.
Section 2, the utilization of lead-acid batteries and treatment suggestions.
First, the market is chaotic.
2. Take advantage of opportunities.
3. Relevant support policies.
Fourth, process design.
5. Pattern analysis.
6. Typical cases.
Section 3, the utilization of power batteries and treatment suggestions.
First, the meaning of use.
Second, the cascade utilization system.
3. Analysis of the current situation.
Fourth, take advantage of the dilemma.
5. Suggestions for use.
6. Safety measures.
7. Future market outlook.
Chapter 15 Analysis of the operating conditions of typical enterprises in China's energy storage battery industry from 2021 to 2023.
Section 1: CATL.
First, the development of the enterprise.
Second, the analysis of business benefits.
3. Business operation analysis.
Fourth, the analysis of the financial situation.
5. Analysis of core competitiveness.
Sixth, the company's development strategy.
7. Future prospects.
Section 2, Guoxuan Hi-Tech.
First, the development of the enterprise.
Second, the analysis of business benefits.
3. Business operation analysis.
Fourth, the analysis of the financial situation.
5. Analysis of core competitiveness.
Sixth, the company's development strategy.
7. Future prospects.
Section 3, EVE Lithium Energy.
First, the development of the enterprise.
Second, the analysis of business benefits.
3. Business operation analysis.
Fourth, the analysis of the financial situation.
5. Analysis of core competitiveness.
Sixth, the future prospects.
Section 4, BYD.
First, the development of the enterprise.
Second, the analysis of business benefits.
3. Business operation analysis.
Fourth, the analysis of the financial situation.
5. Analysis of core competitiveness.
Sixth, the future prospects.
Section 5 Peneng Technology.
First, the development of the enterprise.
Second, the analysis of business benefits.
3. Business operation analysis.
Fourth, the analysis of the financial situation.
5. Analysis of core competitiveness.
Sixth, the company's development strategy.
7. Future prospects.
Section 6, Ganfeng Lithium.
First, the development of the enterprise.
Second, the analysis of business benefits.
3. Business operation analysis.
Fourth, the analysis of the financial situation.
5. Analysis of core competitiveness.
Sixth, the future prospects.
Chapter 16 Investment and construction dynamics of China's energy storage battery projects from 2021 to 2023.
Section 1 2021-2023 China lithium iron phosphate battery project development and construction dynamics.
1. Funeng Technology 24GWh lithium iron phosphate battery project.
2. The 18GWh lithium iron phosphate battery project started.
3. Lithium iron phosphate power battery production line project.
Section 2 2021-2023 China flow battery project development and construction dynamics.
1. Flow battery production line and energy storage integration project.
2. 6MW 36MWh all-vanadium flow battery energy storage demonstration project.
3. Signed a contract for the energy storage flow battery project.
4. Megawatt iron-chromium flow battery energy storage demonstration project.
V.12GW all-vanadium flow battery project.
6. 200MW iron-chromium flow battery production line project.
Section 3 2021-2023 China lead-acid (carbon) energy storage battery project development and construction dynamics.
1. "100 MWh" user-side energy storage project.
2. New lead-carbon long-term energy storage battery production base project.
3. 100MW 1000MWh carbon-lead energy storage power station project.
Chapter 17 Comprehensive Analysis of Investment Potential and Risk Early Warning of China's Energy Storage Battery Industry.
Section 1 Analysis of investment opportunities in China's energy storage battery industry.
1. The "dual carbon" goal leads the energy transition.
Second, the path of source-grid-load-storage integration is clear.
Third, the energy storage policy system has been further improved.
Fourth, the standardization of energy storage is gradually maturing.
Fifth, the investment cost of the industry has been continuously reduced.
Section 2 Investment risk analysis of China's energy storage battery industry.
1. Macro policy risks.
2. Market competition risks.
3. Enterprise management risks.
Fourth, the risk of technological innovation.
Section 3 Investment suggestions for China's energy storage battery industry.
First, industry development suggestions.
2. Suggestions for safety improvement.
Chapter 18 2024-2028 China Energy Storage Battery Industry Development Prospects and Trends**.
Section 1 Analysis of the development prospects and trends of China's energy storage battery industry.
First, the outlook of the industry.
Second, the overall trend of the industry.
3. Trend of cascade utilization.
Section 2, 2024-2028 energy storage battery industry ** analysis.
1. Analysis of influencing factors of China's energy storage battery industry from 2024 to 2028.
2. The cumulative installed capacity of China's electrochemical energy storage projects from 2024 to 2028**.
3. The cumulative installed capacity of global electrochemical energy storage from 2024 to 2028**.