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The giant's 20 billion "cross-border" entry, why is energy storage fragrant?

 Last Update: 2023-01-04
 Source: Internet
 Author: User

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【Chemical Machinery and Equipment Network Industry News】On October 29, 2022, the signing ceremony of Shenghong Group's energy storage headquarters project settled in Wujiang District, Suzhou City
.
The planned production capacity of 50GWh will be carried out in the Wujiang area, and the construction will be carried out in phases, with a total investment of 20 billion yuan
.

Among them, the first phase will build a 16GWh new lithium-ion energy storage battery project, with an investment of 12.
5 billion yuan, and can realize nearly 3 billion yuan
in profits and taxes after completion.
Shenghong Group will focus on the development goals of new energy and new materials industry, take lithium batteries and energy storage system integration as the core, build a complete industrial chain from materials, cells, modules to terminal products, and strive to quickly form a global industry leader leading the development of the energy storage industry and leading the
transformation of green economy.

The project has significant technical advantages, with the international leading pre-lithiation technology, activation additives, energy storage battery intelligent sensing technology, millisecond-level active protection technology, safety barrier technology, big data fault diagnosis and early warning technology, multi-terminal DC control technology and other full-chain "moat", with the ability
to innovate and break through in the field of new energy storage technology.

In core components such as battery cells, Shenghong upstream platform can provide core raw materials such as ultra-high molecular weight polyethylene separator materials and DMC electrolyte materials; At the same time, the lithium iron phosphate materials required by the battery cell will also achieve self-sufficiency and self-supply in the future, and the cost of more than 65% of the core raw materials of the battery cell will be self-controlled, and the economic benefits, environmental benefits, and anti-cyclical risk capabilities will be in the
world.

Entering the "trillion-level energy storage new track", seemingly cross-border, is actually highly unified with Shenghong Group's "chemical raw materials platform + new energy and new materials 1+N" strategy, which is the embodiment of the coupling ability of upstream and downstream industries, and will further release the advantages
of the whole industrial chain of Shenghong new energy and new materials.

In particular, in March this year, the National Development and Reform Commission and the National Energy Administration jointly issued the "14th Five-Year Plan" New Energy Storage Development Implementation Plan (hereinafter referred to as the "Plan"
).
The "Plan" clearly states that by 2025, new energy storage will enter the stage of large-scale development from the initial stage of commercialization, and will have the conditions for large-scale commercial application; Electrochemical energy storage technology has been further improved, and the system cost has been reduced by more than 30%; By 2030, new energy storage will be fully
market-oriented.
Realize the commercialization of energy storage to the development of scale.
.
.
What is the current situation of the explosive growth of the energy storage industry? Giants from all walks of life have crossed into the energy storage industry, what are the highlights?

Enter the fast lane of development

Needless to say, energy storage is becoming an important part of
the energy transition.
In the first year of the "14th Five-Year Plan", energy storage has become a hot topic in the industry, with the gradual clarification of identity and status, the re-delineation of the price mechanism, and the continuous finalization of project construction.
.
.
The entire energy storage ecosystem is thriving
.

The key to achieving the goal of "dual carbon" lies in energy transformation and the construction of new power systems, at the same time, the problems of energy consumption caused by the intermittency and instability of new energy power generation are becoming increasingly prominent, and energy storage is the best solution to solve new energy consumption, and its importance is self-evident
.

China has clearly required the establishment of a new power system with new energy as the main body, and the rapid increase in new energy installations has made the rigid demand attribute of energy storage more and more enhanced
.
Driven by favorable policies and energy transition, the energy storage industry is entering the "fast lane"
of development.

Energy storage batteries become "fragrant food"

Driven by the huge market demand downstream, the upstream materials of the power lithium battery industry chain have successively carried out large-scale expansion, of which the cathode material is the most representative, it is an important lithium battery material that occupies 30%~50% of the cost of the battery, and has therefore become a key link
for many chemical companies to compete in the field of new energy by virtue of the advantages of raw material resources.

From the perspective of the lithium iron phosphate cathode material industry chain, the upstream raw materials of the industrial chain involve lithium, phosphorus, iron and other resources, so the participants in the upstream and downstream links of the industrial chain include lithium salt manufacturers, phosphorus chemical manufacturers, titanium dioxide manufacturers (by-product ferrous sulfate), traditional cathode material manufacturers, lithium battery manufacturers, etc
.
Xinyangfeng, Wanhua Chemical, Chuanheng Co.
, Ltd.
, Anada, Salter and other large chemical enterprises have successively announced the use of by-products of main products to invest in cross-border investment in iron phosphate and lithium iron phosphate material projects
.

In the past two years, because cathode raw materials are more readily available and have more cost advantages than lithium-ion batteries, the research and development and promotion of sodium-ion batteries continue to heat up, especially in the context of the continuous surge of lithium battery cathode materials, the industry even has a sigh of "bitter lithium raw materials for a long time", and urgently needs a breakthrough
in energy storage technology other than "lithium".

In the battery, positive electrode, negative electrode and other lithium-ion batteries, sodium-ion batteries and other energy storage battery electrode materials, a number of sodium battery production links, global enterprises have laid out
.

For example, CATL has comprehensively laid out the field of sodium batteries and their materials; EVE Lithium Energy Company has sodium battery related technical reserves; Penghui Energy has produced sodium battery samples; Sunwoda has sodium battery supplement technology and sodium battery related invention patents, as well as Three Gorges Energy's 1GWh large-scale mass production line for sodium-ion batteries.
.
.

In the choice of energy storage battery technology route, for example, PetroChina obviously favors sodium-ion batteries and lithium titanate batteries
.
Its layout focus on sodium-ion batteries is first, in the research and development of positive and negative electrode materials that meet the needs of more than 5000 cycles and wide temperature resistance of -20 °C ~ 60 °C, second, in the research and development of cell products, the realization of batch preparation of sodium cells, the third is to develop battery management system and energy management system, battery module integration technology, etc.
, and finally to develop low-cost 100-kilowatt-level sodium electric energy storage equipment for safe and stable operation, and realize the application demonstration of 50kW/100kWh sodium-ion containerized energy storage equipment in oilfield scenarios
。

In addition, PetroChina also threw an olive branch
to high-power energy storage battery technology, lithium titanate batteries.
Lithium titanate has always had a relatively fixed user group in the battery application market with high power and low temperature performance advantages, and the main representative enterprise is Gree Titanium New Energy
.
In the past two years, with the promotion of diversified energy storage technology in the country, its application scenarios have also been further expanded
.

On September 1, CATL signed a cooperation agreement
with China Mobile.
According to the agreement, the two parties will cooperate in
the construction of zero-carbon data centers, intelligent collaboration between distributed energy storage and power grid, development of intelligent lithium batteries and operation and control platforms for integrated storage and storage, construction and operation of virtual power plants, next-generation communication services, intelligent applications of industrial Internet, cross-border business connectivity, and pan-industry ecological integration.
The signing marks the official launch of comprehensive strategic cooperation
between CATL and China Mobile.

On September 28, Ganfeng Lithium revealed in the announcement that it has signed a strategic cooperation framework agreement with the Yichun Municipal Government, and the two parties will jointly build a whole industrial chain system
from lithium resource development to lithium battery materials, new lithium batteries and battery applications.
Ganfeng Lithium will build a new lithium battery manufacturing base with an annual output of 30GWh and a lithium metal project with an annual output of 7,000 tons in Yichun, a comprehensive utilization project with an annual output of 50,000 tons of battery-grade lithium salt and lithium ore in Fengxin County, and a lithium hydroxide project with an annual output of 50,000 tons in Fengcheng City
.

At present, China's new energy storage market is still in the early stage of development, and the penetration rate is low, but the market still has great development potential
.
With the continuous advancement of technology, the new energy storage industry will further develop
.
Industry experts said that in the future, the importance of energy storage is becoming more and more obvious
.
The "Plan" once again clarifies the encouragement of the energy storage industry, which can promote the industry to break through the technical bottleneck and promote the emergence of the energy storage industry relatively quickly
.

Original: Shenghong's 20 billion "cross-border" entry, why has this industry become fragrant?

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