A trillion-dollar industry is about to enter a period of rapid growth.
China Securities Journal, China Securities Taurus reporter learned from industry insiders that the "14th Five-Year" new energy storage development plan will be officially released in the near future.
The "14th Five-Year Plan" is a strategic critical period for implementing the "double carbon" goal.
According to the reporter's incomplete statistics, as of now, more than 20 provinces have clarified the specifications and requirements of supporting energy storage equipment, and clearly stipulated the allocation and storage ratio and allocation time requirements.
Many industry insiders predict that with the expansion of wind and solar installed capacity during the "14th Five-Year Plan", energy storage guarantee policies in various regions will be further expanded, promoting the expansion of energy storage scale and the development of the industry.
At the end of 2021, the National Energy Administration stated that it will promote the large-scale development of new energy storage during the "14th Five-Year Plan" period, and promote the organic integration and coordinated development of new energy storage and new power systems.
Liu Yafang, deputy director of the Science and Technology Equipment Department of the National Energy Administration, recently stated in public that the "14th Five-Year Plan" is an important window period for my country's energy clean and low-carbon transformation and high-quality development, and a rare opportunity period for energy storage technology and industrial development.
Next, we need to do a good job in promoting the large-scale development of new energy storage, encouraging the market application of new energy storage, accelerating the improvement of new energy storage systems and mechanisms, and actively carrying out innovations in new energy storage technologies.
Chen Haisheng, chairman of the Zhongguancun Energy Storage Industry Technology Alliance, believes that thanks to the drive of the national "dual carbon" strategy and the development of a new power system with new energy as the main body, "new energy + energy storage" has become a consensus in the development of the industry.
Since 2021, 21 provinces have released plans for the development and construction of wind power and photovoltaic power generation, and 14 provinces have also specified their annual scale indicators for 2021.
According to incomplete statistics, the total installed capacity of "wind power + photovoltaic" power generation is 127.8GW. If the energy storage capacity is calculated at 10%, it is expected to reach about 12.78GW.
According to the forecast of Everbright Securities, by 2025, my country's energy storage investment market space will reach 0.45 trillion yuan, and it will grow to about 1.30 trillion yuan in 2030.
According to the "Energy Storage Industry Research White Paper 2021", by the end of 2020, the cumulative installed capacity of energy storage projects in operation in my country was 35.6GW, including 3.9GW of other new energy storage capacity.
Among them, the cumulative installed capacity of lithium-ion batteries is 2902.4MW.
Essence Securities believes that from the top-level design of the country to the policies issued by local provinces and cities, energy storage has become an important means to solve the energy transformation.
2022 is a year of heavy orders for energy storage, and companies that are the first to get orders are expected to have a first-mover advantage.
Enterprises with the ability to obtain orders and expand the scale are able to meet the further expansion of the market.Keywords: