The report is "Special Report on the Industrial and Commercial Energy Storage Industry: High Growth, Thousands of Sails Race", the report has a total of 38 pages, for more important content and core views, please refer to the original report, and there is a full version at the end of the article.
This report provides an in-depth look at the current situation and future trends of the C&I energy storage industry. With technological advancements and economic drives, the industry is experiencing rapid growth. Economics is the main factor for industrial and commercial enterprises to participate in energy storage projects, and peak-to-valley arbitrage, cost reduction, and policy subsidies have all brought significant improvements to the return on investment (IRR) of projects. In addition, distributed distribution and storage has become an important means to solve the problem of power grid consumption, and the distribution and storage in the station area shows huge market potential. In the industry pattern, the development and operators with channel resources and the leading enterprises with technology and cost advantages will occupy a dominant position.
1. The development status and trend of industrial and commercial energy storage
China's industrial and commercial energy storage capacity continues to expand, and the industry is in the early stage of rapid growth. Economics is the core driving force for industrial and commercial enterprises to participate in energy storage projects. The difference in peak-to-valley electricity prices provides arbitrage space for energy storage projects, and with the reduction of costs and policy support, the return on investment of these projects has increased significantly.
Second, the core drivers of economics
Peak-to-valley arbitrage: Taking advantage of the difference in electricity prices in different periods, the energy storage system charges during low electricity price periods and discharges during high electricity price periods, saving energy costs for enterprises.
Cost reduction: With the advancement of technology and large-scale production, the cost of energy storage systems has gradually decreased, improving the economics of the project.
Policy subsidies: In order to encourage the development of energy storage technology, many places** have provided corresponding subsidy policies, which further improved the return on investment of the project.
3. The market potential of distributed distribution and storage and station distribution and storage
With the rapid development of distributed photovoltaics, the problem of power grid consumption has gradually become prominent. In order to solve this problem, distributed distribution and storage has become an important solution. The distribution and storage in the station area has greater market potential, and can achieve long-term stable growth through the combination of distributed new energy power generation.
Fourth, the industry competition pattern and enterprise positioning
At present, there are many participants in the industrial and commercial energy storage industry, which can be roughly divided into three categories: integrators and main component suppliers, professional integrators, and power energy enterprises. In terms of developers, power and energy companies have an advantage by virtue of their channel resources; In the integration and PCS links, customer acquisition ability and high-quality service have become the key to competition; Cell products are developing in the direction of large capacity and high energy density; Liquid cooling technology is gradually becoming the standard configuration of energy storage products.
5. Future prospects and suggestions
With the continuous innovation of technology and the continuous growth of market demand, the prospects of the industrial and commercial energy storage industry are very broad. It is recommended that enterprises increase technology research and development efforts to improve product performance and reduce costs; At the same time, pay attention to policy trends, make full use of subsidy policies, and improve the economy of the project. In addition, strengthen cooperation with power and energy companies to jointly promote the sustainable development of the industry.
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