Thanks to the continuous improvement of the energy storage policy system, major breakthroughs in technology, strong global market demand, continuous improvement in business models, and accelerated energy storage standards, the energy storage industry continued to grow at a high speed in the first half of the year.

At the same time, insiders in the industry reported that the competition in the energy storage industry has intensified, a large number of system integrators have difficulty survival, lithium battery burning traits have not achieved fundamental breakthroughs, the problem of profitability cannot be resolved, and the overcapacity under the intensive expansion of production is quietly coming.

The offer continues to fall

What is the performance of the energy storage market? At the high -profile energy storage industry summit held a few days ago, Lu Shaoke, director of the Institute of Energy Research and Research Energy Storage, shared a set of data: the shipments of energy storage batteries in the first half of this year were about 87GWh, and the global energy storage battery shipment in 2023 is expected to reach 230GWh, which is about 20GWH from the expected target at the beginning of the year. Among them, power storage is expected to increase by 15%throughout the year, and industrial and commercial energy storage is expected to increase by more than 50%throughout the year. Household energy storage is significantly reduced throughout the year.

Lu Shaoke further explained: "In the first half of the year, the financing amount of the enterprise of the industrial and commercial energy storage industry chain had exceeded 3 billion yuan, and more than 200 enterprises lay out. This year was the well -deserved first year of industrial and commercial energy storage. In terms of user side energy storage, a large number of suppliers poured into the household storage market last year, overlaying European energy prices and lack of installation workers. The actual installed capacity was not as expected. The pressure of deposits is large, and the tall cooling trend is obvious. "

The domestic market is still mainly driven by new energy storage policies. "On the whole, there were more than 130 domestic energy storage projects in the first quarter, with a total of about 13.5GW/33.2GWh, far exceeding the number of bidding projects in the same period last year. In 2022, the number of companies participating in the system bidding was mostly ten or twenty. The competition for 40 or 50 companies this year is normal." The market is booming; on the other hand, from the battles, systems, BMS, PCS to project bidding, all links are reduced in price, the overall gross profit margin of the enterprise is also declining, and the survival pressure is greater.

"China Energy Daily" reporter noticed that the bid price of energy storage system has been declining since January this year, and the average quotation of the 4 -hour energy storage system is lower than 1 yuan/WH.

Danghui, the deputy general manager of the upstream equipment enterprise, the deputy general manager of the intelligent equipment of the Lithium Electric Lithium Electric, said frankly: "The pressure of energy storage terminals is very high, the equipment is shortened from the original 90 -day delivery cycle to 60 days, and even the enterprise even proposes 45 and 30 days of delivery requirements."

Safety and profit attract attention

The industry is developing rapidly, but stubborn diseases such as safety and profitability have not been resolved.

In the opinion of Wang Xin, senior manager of the Sunshine Power Solution Center, there is a huge chain effect caused by the safety of the energy storage industry. Safety is not only fire safety, but also includes grid -connected security, operation and maintenance security, income security, and personal asset security. "A certain project lasted 180 days, repeatedly oscillated from the net, and finally failed to connect to the grid. The grid safety is easier to be ignored. A certain energy storage project has been connected for less than one year. The remaining capacity of the battery is only 83.91%. For the revenue of the stations and the owner, this is a hidden security risk."

Xing Zhou, vice president of the Customer Business Group of Honeycomb Energy Merchants, pointed out: "At present, the number of energy storage industry companies is as high as 89,000, which has increased by 39,000 newly increased in 2022. We found that the market has paid more and more attention to system efficiency during the bidding process. BMS and PCS efficiency requirements are continuously improved. At the same time Performance brings a lot of disorderly competition. "

Profit is also a topic that cannot be wrapped in the development of the energy storage industry. Sun Wei, the president of Tianhe Energy, admits: "my country's power market construction is in its infancy. It is difficult to accurately reflect the multiple value of new energy storage. A large number of new energy storage power stations are not high. It mainly relies on policy driving. Electrochemical energy storage is only a pity for power balance. It can also provide multiple services such as peak adjustment, frequency adjustment, backup power, and black startup."

"Energy storage needs to actively participate in the power market transaction, increase energy storage utilization, increase income, and promote the virtuous cycle of industrial industries." Liu Hongguang, general manager of Yimei Energy Storage Domestic Regional Sales Center, pointed out that with the development of the power market in the future, it will bring a rich energy storage variety and value.

According to statistics from high industry production research, in the first quarter, the capacity utilization rate of energy storage batteries was less than 50 %, of which households storage batteries were less than 30 %, and the risk of excess industries was prominent. The industry believes that in the next three years, the energy storage industry will usher in a round of large shuffle, and the low -end invalid production capacity will be eliminated quickly.

Light storage integration into a trend

Energy storage track is crowded, and cross -border people are constantly pouring in. "China Energy Daily" reporter noticed that since the second half of 2022, the domestic landscape integrated bidding project has increased significantly. Energy storage has become the second growth curve of the performance of new energy companies. The head photovoltaic manufacturers have almost all entered the field of energy storage. The optical storage same -life battery cells, optical storage fusion power stations, and integrated solutions are constantly emerging. Optical storage integration is becoming a new trend in the development of the energy storage industry.

Industry insiders further pointed out that the integration of photovoltaic storage is not simply put together photovoltaic and energy storage, but to connect two platforms to deeply integrate technically. According to the actual project, flexibly adjust the configuration to achieve the best efficiency of the project and maximize economic benefits. From the perspective of the core technology of energy storage products, photovoltaic manufacturers cut into the energy storage track more to play the role of integrators, and it is difficult to establish the advantages of the entire industry chain in a short time. At present, the energy storage market pattern has not yet been formed. Under the development trend of optical storage integration, it is bound to reshape the energy storage industry structure again.