Energy storage battery technology is not mature enough

　　There are many types of energy storage battery technologies. According to incomplete statistics, there are 12 different technical routes for energy storage based on the needs of different fields. It is understood that Zhangbei’s 20MW energy storage demonstration project uses not only 14MW of lithium-ion battery technology but also a 2MW flow battery system. However, the State Grid has not yet decided which battery technology will be used for the remaining 4MW of energy storage. . It is reported that 4MW of energy storage was originally reserved for Japan’s sodium-sulfur battery technology, which accounts for more than 65% of global energy storage application projects. However, according to Yang Yusheng, although sodium-sulfur batteries have the advantages of high specific energy, high conversion rate, and long life, they are also unsafe. Japanese energy storage power stations using sodium-sulfur battery technology caught fire twice in 2011.

　　"Which energy storage technology is not the key." Lai Xiaokang believes that Zhangbei's energy storage demonstration project aims to provide future development directions for energy storage companies, that is, high safety and long life.

　　There are currently not many energy storage related companies in China. According to Yu Zhenhua, energy storage-related companies include various battery manufacturers, control inverter manufacturers, application solution providers, project implementation companies, etc. Currently, lead-acid battery manufacturers, lithium battery manufacturers, control inverter manufacturers and some key materials The manufacturers are relatively mature, and other energy storage technologies have not yet formed a scale.

　　Due to the lack of core raw material R&D technology, domestic battery companies are mainly in the processing stage of supplied materials. According to industry insiders engaged in lithium batteries, due to the lack of scale of domestic energy storage, domestic battery companies are unable to form bargaining power when purchasing upstream raw materials. Therefore, the price of core battery raw materials is much higher than that of their foreign counterparts. In the end, they can only purchase domestically produced accessories. Reduce the selling price of energy storage systems.

　　Lai Xiaokang believes that most domestic battery companies start from OEM production, and it is difficult to truly benefit even if the scale of energy storage increases. To open up downstream space and improve bargaining power, it is necessary to increase R&D investment in the direction of high safety, long life, and low cost, rather than building more product production lines. The current global energy storage industry has just started, and it is not too late for domestic companies to get involved at this stage.

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