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A few days ago, Qinghai photovoltaic bidding project supporting energy storage project opened bids, and the minimum unit price of energy storage is close to 1 yuan/Wh to blow up the entire energy storage circle.
Not long ago, industry insiders predicted that the price of energy storage systems would fall to 1.
Energy storage costs in all areas have dropped significantly
However, according to the reporter's understanding, the rapid decline in the price of Qinghai optical storage is just the latest case in the general trend of energy storage cost reduction.
For example, at the beginning of 2020, many wind power supporting energy storage projects have successively opened bids.
"The energy storage industry is still in the'emergence stage', especially in the'new energy + energy storage' application scenario, it is still relying on the government to strongly promote new energy to support energy storage.
Cost reduction benefits from the development of lithium battery
According to the reporter's understanding, the main reason for the decline in energy storage costs is the rapid development of battery technology.
Zhang Dapeng believes that the cost of batteries still has room to drop, and the cost of energy storage, which is closely related to it, will continue to drop.
Hu Jing, a senior engineer at the New Energy Institute of the State Grid Energy Institute, said that the large-scale drop in the cost of electrochemical energy storage represented by lithium-ion batteries is mainly due to the maturity of the power battery industry chain.
The accelerated growth of the demand for new energy vehicles has brought about the continuous expansion of the production capacity of power battery companies, which has also driven the rapid decline in the price of lithium batteries in the energy storage field.
In addition to the cost of batteries, the cost of systems outside the battery is also falling to varying degrees, which is also related to the expansion of the foreign energy storage market and the increase of new energy distribution and energy storage projects in multiple provinces in China.
From 2012 to 2018, the cost of battery bodies dropped by an average of 15% annually, and other costs such as civil construction of energy storage projects dropped by an average of 25% annually.
Cost reduction induces product quality and safety risks
However, according to Hu Jing, behind the decline in energy storage costs and the further development and prosperity of the market, there are still some hidden safety hazards.
"For example, if a new energy plant is only to meet the requirements of energy storage configuration, it is possible to purchase low-cost and low-quality energy storage products.
On the one hand, it cannot really play the role of energy storage regulation, on the other hand, it also has potential safety hazards.
"
"Judging from the many safety accidents that have occurred in the energy storage industry in the past, safety has always been an important factor affecting the development of the industry.
The use of cheap and inferior products will bring serious safety hazards to the project party.
" Zhang Dapeng pointed out that large energy storage companies may It is hoped that by reducing the profitability of short-term products, the purpose of expanding shipments can be achieved.
At the same time, project delivery experience can be increased, laying the foundation for the development of the energy storage market in the later period.
"However, the risk that must be noted is that if small and medium-sized manufacturers that do not have production control or corresponding strength also enter the price war of energy storage price reduction, it may cause inferior products to enter the market and disrupt the market.
Once an accident occurs, it will cause the overall development of the industry.
Harmful impact.
The cost of energy storage is falling rapidly, but safety monitoring needs to be improved.
Energy storage manufacturers need to continue to strictly control the performance and quality of energy storage products to ensure that the effect of project operation meets the expected standards.
" Zhang Dapeng said.
Transfer from: Polaris Solar Photovoltaic Network
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