Chen Xiang, Vice President of EVE Energy: The reshuffle of the energy storage industry is underway
Interface News Reporter | Banker key
"There are a lot of irrational offers in the energy storage industry, but this is only a short-term chaos. ”
On November 27, Zhang Jianhui, chairman and general manager of Hypersitron, said when attending the Bloomberg New Energy Finance Shanghai Summit.
Hyperstron is an energy storage system integrator, and has ranked first in domestic energy storage system shipments for two consecutive years. In Zhang Jianhui's view, there is a distortion in the value and price of the energy storage system, and the value it brings to the power system is not truly reflected through the price transmission mechanism, which causes the quality of energy storage batteries and energy storage systems to be good or bad, and there is no difference between users, which in turn leads to the emergence of the phenomenon of bad money driving out good money in the energy storage industry.
according toZhongguancun Energy Storage Industry Technology AllianceAccording to data released by CNESA, from January to September this year, the average bidding price of domestic energy storage systems was 0.99 yuan/Wh, a decrease of 34% compared with the beginning of this year. At the same time, the price of energy storage cells has also appeared below 0.5 yuan/Wh. Lithium batteries usually adopt the assembly mode of cell-module-battery pack, and the battery cell is the smallest unit that makes up the battery pack.
When talking about the problem of low-price competition in the energy storage industry, Cao Hui, chairman of the battery company Ruipu Lanjun, also said on the above occasion that the price of lithium battery cells has decreased from about 0.9 yuan/Wh last year to about 0.4 yuan/Wh at present, on the one hand, it is due to the cost support brought by the decline in lithium carbonate prices, and it is also caused by the competitive pressure of the industry.
according to上海钢联的数据，截至11月27日，电池级碳酸锂均价报13.8万元/吨。去年四季度，电池级碳酸锂价格一度接近60万元/吨，一年左右下滑了七成。
"In the long run, the price of lithium battery cells of 0.4-0.5 yuan/Wh is a more reasonable space for the energy storage industry in the future, and it may be difficult to go down. He predicted.
Cao Hui also mentioned that there are currently battery companies that have shut down and stopped production, and if the industry competition intensifies, more battery companies withdraw from the market, and there is a possibility of a rebound in lithium battery prices.
Recently, second-tier lithium battery manufacturersJiewei power就爆出了部分员工停工的消息，其业务涵盖动力电池和储能电池。Jiewei power在随后发布的回应中承认，其天津总部基地确实存在部分中后台支持部门员工停工，并解释称，此举是according to公司战略及业务需求做出的调整。
Chen Xiang, vice president of EVE Lithium Energy (300014.SZ) and president of EVE Energy Storage, said when participating in the Bloomberg New Energy Finance Shanghai Summit that the entire energy storage industry is not about to be reshuffled, but in the process of reshuffling.
At the World Energy Storage Conference held this month, he was the deputy secretary-general of the Energy Storage Application Branch of the China Chemical and Physical Power Industry AssociationChen YongchongIt is also pointed out that the energy storage industry is seriously involuted, and the crisis of industry reshuffle has loomed.
In response to the topic of low-price competition in the industry, Chen Xiang believes that the pursuit of low prices in the energy storage industry will gradually shift from one-time purchase to low prices for the whole life cycle.
Chen Xiang explained that after the combination of new energy power generation and energy storage, the feed-in tariff has a competitive advantage compared with traditional fossil energy power generation, which is an important path for the development of energy storage. He mentioned that in some areas with better sunlight, the cost of photovoltaic power generation is already less than 0.2 yuan/Wh, and the LCOE of the whole life cycle of electrochemical energy storage systems is also expected to be less than 0.2 yuan/Wh in a short period of time, which will be lower than the coal-fired feed-in tariff in many regions after the two are combined.
Zhang Jianhui believes that with the decline in the price of energy storage batteries, the cost of energy storage systems has been reduced by half compared with a year ago, and the energy storage business model that did not exist is now feasible.
At the same time, he mentioned that with the acceleration of the electrification process, user-side energy storage has also brought more opportunities, and these application scenarios are not particularly sensitive to cost, but pay more attention to the value of energy storage systems in practical applications, which can better reflect the level of energy storage systems, and then reflect the price of products.
