On March 5, at the second session of the 14th National People's Congress held in Beijing, Premier Li Qiang officially released the work report. Among them,The "new energy storage" mentioned in the policy plan of "strengthening the construction of ecological civilization and promoting green and low-carbon development" has attracted special attention.
The sections of the report dealing with new energy storage are: ...We will further promote the energy revolution, control fossil energy consumption, and accelerate the construction of a new energy system. Strengthen the construction of large-scale wind power and photovoltaic bases and transmission channels, promote the development and utilization of distributed energy, develop new energy storage, promote the use of green electricity and international mutual recognition, and give full play to the role of coal and coal-fired power to ensure the energy demand of economic and social development. ”
By the end of 2023, the cumulative installed capacity of new energy storage in China will exceed 30 million kilowatts, and the new installed capacity will exceed 22 million kilowatts during the yearA year-on-year increase of 260%, nearly 10 times that of the end of the "13th Five-Year Plan"., the development momentum is strong. For the first time, it was written into the first work report, and the new energy storage industry is expected to usher in better and faster development.
Accelerate the construction of a new energy systemThe development of new energy storage focuses on the word "new".。New scenarios, new applications, new technologies, new patents, and the development of new energy storage is inseparable from the development of new energy subdivided industries, product innovation, and technological innovation. In recent years, the development momentum of China's energy storage industry has been very rapid, especially the new energy storage represented by lithium batteries, the industry leaders continue to innovate, with larger capacity, higher energy density 300+ah large cells, higher performance, longer life, higher safety 5MWh liquid-cooled container products emerging in an endless stream.
Public data shows thatIn 2023, more than 20 companies in China have announced the development of 5MWh energy storage containers based on 300+AH. Excluding the system integrators who do not directly produce battery cells, several head battery cell manufacturers are almost "all attacking" to compete for the commanding heights of the industrial development of new large storage systems, including "old" lithium battery giants such as CATL and BYD, as well as new energy storage forces represented by Chuneng New Energy and Haichen Energy Storage, and lithium battery energy storage is moving towards a new level of high-quality development.
With the return of upstream raw materials as a whole to the "era of parity", large-capacity lithium batteries and more integrated energy storage systems have the possibility of further reducing costs, and the new energy storage economy represented by lithium battery energy storage will become more and more prominent, and the growth space of the new energy storage market driven by "renewable energy + lithium battery energy storage" will be further expanded, which is bound to promote the continuous and efficient practice of China's "strengthening the construction of ecological civilization and promoting green and low-carbon development".