Interpretation: Energy storage trillion market photovoltaic inverter needs to be upgraded

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  • Time of issue:2019-06-10
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Interpretation: Energy storage trillion market photovoltaic inverter needs to be upgraded

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  • Categories:Company News
  • Author:
  • Origin:
  • Time of issue:2019-06-10
  • Views:188

2018 is considered to be the first year of energy storage in China: not only has the large-scale application of photovoltaic wind power started on the power generation side, but the power grid is also actively deploying energy storage on the grid side. According to incomplete statistics from the Zhongguancun Energy Storage Industry Technology Alliance (CNESA), In 2018, the cumulative scale of energy storage projects put into operation in China was 1018.5MW/2912.3MWh, which was 2.6 times the cumulative scale in 2017, and officially entered the "GW/GWh" era.

However, compared with foreign markets, China's energy storage application is still very difficult to start. Compared with foreign mature market-oriented energy storage markets, China's energy storage industry still has many technical, policy, business model and other issues that need to be solved. .

“Even from the perspective of the global market, 2018 was a year of rapid growth in energy storage. Last year, the global chemical energy storage business grew by nearly 200%, but unlike the Chinese market, which has just started, the energy storage market in many foreign countries and regions has developed rapidly. Mature." Wang Jun, general manager of Wotai Energy Nantong Co., Ltd., led the company to develop energy storage business overseas for many years. Views on the energy storage market.

Seven years ago, Wotai Energy started with household energy storage products and has been focusing on energy storage system solutions. It began to enter the industrial and commercial energy storage field three years ago, and began to do large-scale energy storage two years ago, positioning itself as a full-power energy storage system integrator. At present, the main business of Wotai Energy is overseas, mainly in Germany and Italy in Europe, and the market share in Australia is also high. For this year's emerging Southeast Asia, including South Korea and Japan, it has a layout and business.

Wang Jun said that the reasons for the development of each energy storage market are different, and enterprises should more rationally analyze and respond to the sudden outbreak of the market.

"At present, in European and American countries, energy storage is heavily involved in power market auxiliary services such as frequency regulation and peak regulation. With the increasing number of new energy installations, these power grids that are not particularly strong need to be stabilized by energy storage, so there is corresponding encouragement. At present, the German and Australian markets have demand for tens of thousands of household energy storage units every year. Due to high subsidies, South Korea accounted for nearly 40% of the global market last year. However, in China, the power grid itself is relatively strong. There is no relevant subsidy policy, so the domestic market has just started. But with the deepening of the electricity reform, the domestic market has great potential, and we have been deploying domestic business.”

Lu Jianzhou, general manager of Taoke Energy, is more optimistic: "I started to pay attention to energy storage in 2003, when China and Germany conducted technical exchanges, and in 2003 and 2004, the future development path of distributed power grids had been planned, which was a relatively early plan. "According to this path, Lu Jianzhou deduced a data: "If we want to achieve a distributed energy-themed architecture, the future energy storage ratio of East China Power Grid will reach 25% of the installed capacity, which is an astonishing amount." Lu Jianzhou operates in the photovoltaic industry For more than ten years, he is the first entrepreneur in the photovoltaic industry to engage in data monitoring, and one of the companies that entered the energy storage field in 2018. He chose to cooperate with CATL to develop the energy storage application market.

Lu Jianzhou believes that China's energy storage is still in the exploratory stage, various applications are developing vigorously, and various models are constantly being explored. At present, there is no finalization, including the earliest home storage, which is actually still in the process of development. He believes that for energy storage companies, what they need to learn from is the development path of photovoltaic inverters in that year. "When photovoltaic inverters go overseas, many companies have fallen, and many companies have risen. The most critical point is quality."

Li Weichun, general manager of TüV Rheinland Greater China Solar Service Photovoltaic Electronics and Electrical, believes that compared with overseas markets, the potential of China's photovoltaic energy storage market is very amazing. "Because overseas markets are more for household and commercial use, China uses energy storage on the power generation side and grid side. For the energy storage project of the State Grid, one project is 100 megabytes, while a household energy storage is only 5-10 degrees. Therefore, although the number of overseas projects is large, the volume of energy storage projects under construction or planning in China is very large. Therefore, defined from the perspective of energy storage volume, driven by the grid-side projects of the State Grid, China's energy storage market The launch can even be understood as the real first year of global energy storage.”

"Storing" the new world

The author believes that energy storage is to transform electricity from a continuous, inseparable, intangible form into a "solid", so that it can be used anywhere, bring energy storage to any place, and is no longer limited by the power grid; Demand selects the amount; any form, any existing energy form can be combined with energy storage to develop new application scenarios.

Li Weichun pointed out: "The imagination space for energy storage is also very large. From the perspective of the future development of the industry, any power generation unit or power consumption unit can achieve energy management as long as it is equipped with an energy storage system. With energy storage, power generation can be There is no need for stable output, the power supply does not need to be continuous, and the energy can be bidirectional. Imagine how much energy storage potential will be combined with the future energy Internet? The technology and application of energy storage are still developing. 5G, AI, Big data, the Internet of Things, etc. will push the application of energy storage to a new level.”

Wang Jun believes that there are large and small energy storage systems and various applications, but there are two business models:

·Users vote by themselves

·Enterprise operation

"In the future, energy storage must be listed on the trading market. At present, whether the energy storage system is installed on the power supply side, the grid side, or the user side, there is not much difference." Wang Jun said, "Individual application of photovoltaic self-use, UPS , These have certain attributes of consumer goods, so we have to look at them separately. This year, the overseas subsidized market will explode faster, and the unsubsidized market will develop more smoothly. Overall, this year's feeling is more flowering, and the entire global market continues to grow. The state of heating up.” Wang Jun believes that renewable energy will be the vast majority of energy development in the future, energy storage will play a very important role, and there will be explosive growth in the next ten years.

The renewable energy development plan mentioned by Wang Jun has been widely recognized by the whole society. In recent years, the rapid development of photovoltaic power generation, including the continuous increase of wind power installations, the continuous increase in the penetration rate of new energy grids, the safety and stability of grid access There are indeed risks and challenges in operation, and then supporting energy storage technologies and applications becomes critical.

Lu Hefeng, Marketing Director of Ningbo Jinlang New Energy Technology Co., Ltd. believes that the large-scale development of "photovoltaic + energy storage" in China will start with commercial energy storage. At present, household energy storage projects do not have the conditions to take the lead in development due to various factors. . Jinlang focuses on photovoltaic grid-connected string inverters and household energy storage inverters, and provides inverter solutions in several major markets such as Australia and Europe.

Lu Hefeng pointed out that Jiangsu uses two-pronged approach to energy storage on the grid side and the user side to ease the pressure of power supply in the east of Zhenjiang during the peak summer season. Northwest regions such as Qinghai use energy storage technology to create complementary wind and solar resources. With the concentration of large-scale solar power and wind power Access, the resulting problems of power grid operation safety and stability, abandoning light and abandoning wind, etc., energy storage participates in auxiliary functions such as frequency and peak regulation, and can also store abandoned light and abandoned wind.

Energy storage trillion-level market PV inverters need to be fully upgraded to meet new demands

It is predicted that the cumulative installed capacity of electrochemical energy storage in my country may reach 24 GW by 2025. Considering that lithium-ion batteries, especially lithium iron phosphate batteries, will have a high probability to account for a high proportion, according to the average power cost of existing lithium iron phosphate batteries is 1200-2600 yuan/kW, by 2025, my country's electrochemical storage The energy market share may reach the level of 100 billion yuan. With the continuous in-depth application of energy storage technology in the power generation side, grid side, power supply side, user side, backup power supply, household energy storage market, integrated energy services, intelligent transportation and other market segments, the future energy storage has the potential to reach trillions of yuan. Potential for level market expansion.

If you set your sights on the global market, what kind of market size will it be?

However, Li Weichun believes that the current energy storage and photovoltaic inverter companies should not be blindly optimistic: for safety reasons, almost all energy storage projects in South Korea were suddenly stopped in 2018. As an emerging technology application and emerging market, safety is very important and affects the future and destiny of the industry. It can be said that safety comes first, and there is no room for deviation. The process of energy storage application is not long, and the accumulated experience and exposed problems are not enough. Relatively speaking, the safety factor control of energy storage is very risky, and the current technical route may not be the final route. The most important thing is to ensure safety and control risks. He said that any demand for technological improvement and new functions in the photovoltaic system in the future should be realized through the improvement of inverters. Therefore, for "inverter + energy storage" companies such as Jinlang and Delta, there is a heavy responsibilities. Long way to go.

Zhu Xuancai, manager of the photovoltaic product development department of Delta Electronics Hangzhou Branch, also believes that "reliability" and "safety" are the most important factors for inverters and energy storage products: "Overseas customers attach great importance to reliability and will require a lot of reliability verification. Whether it is a photovoltaic inverter or energy storage, its cost recovery period is 5-10 years. After the inverter fails, the failure penalty is very high. If you replace one inverter for the customer, the profit from the sale of ten units will go into it. already."

He talked about the real integration of "photovoltaic + energy storage" in the future, the inverter must have new functions:

·Good EMS energy management system. China lags behind foreign countries in this respect. Due to too many application scenarios, the verification cost is too high. At present, not many domestic enterprises are willing to spend money on development.

Solve the problem of how the user side or the power generation side interact with the grid after adding energy storage.

How to integrate big data, AI and other functions into the "inverter + energy storage system" to achieve optimal energy efficiency management.

Wang Jun finally pointed out that some other parameters that are not very important to photovoltaic inverters are very important to energy storage inverters: "For example, output accuracy, control response speed, photovoltaic inverters do not involve these parameters, nor will they It is placed in the parameter table of the product, but in the energy storage system, these parameters will seriously affect the customer experience and revenue, so the inverter still has a lot of room for improvement.”

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