'Energy storage' has become a crucial breakthrough point during the transformation of the photovoltaic industry-energy storage batteries
by：Power Kingdom 2021-04-29
'God closes a door to you, and then opens a window to you.' This sentence can not be more suitable to describe the current photovoltaic market. When the photovoltaic industry is in urgent need of transformation, energy storage has become a crucial breakthrough point. When photovoltaics were in full swing in China, we knew that the existence and development of photovoltaics has been recognized and accepted by people. Even ordinary households have already appeared in photovoltaics. People who installed photovoltaics have reversed every month. The situation where electricity bills must be paid to the State Power Company. You can generate electricity for your own use, and you can also become a 'little businessman' who sells electricity legally. Life has gradually become better, but what kind of sparks can be created when photovoltaics meet energy storage? Recently, research results show Regardless of the national policy environment or the growth trend of energy storage projects at home and abroad, in the eighth year of steady progress in energy storage, commercial operation has become clear, and the energy storage market has released positive signals. The industry generally believes that 2018 may become the starting point for the commercial application of energy storage. 1. Jiangsu Province encourages the development of energy storage. If the '5.31' photovoltaic new policy is called, to a certain extent, it is like a sap hitting ambitious photovoltaic people who are ready to do a big job, and some photovoltaic practitioners will start to retreat. If this is the case, then the 'Guiding Opinions on Promoting the Development of Distributed Energy Microgrids' recently issued by the Jiangsu Provincial Development and Reform Commission is more like a beacon. A new path for photovoltaic applications. Compared with our photovoltaic capacity, the scale of energy storage projects in Jiangsu Province cannot consume our excess capacity. However, the development path of energy storage is indeed necessary, and it is also the direction of the development of photovoltaic applications. 2. Energy storage u003d the self-salvation of the photovoltaic industry? '5.31' brings the most painful pain to photovoltaic people. They cannot rely on subsidies to develop, and must throw away the crutches of subsidies to develop independently; and energy storage happens to give opportunities for photovoltaic independent development. . The domestic photovoltaic industry is now facing an increasing gap in national subsidies, and subsidies have been delayed in disbursement, and the production capacity of photovoltaics is expanding, and the photovoltaic products produced are nowhere to be absorbed. Energy storage may be a blind medicine to cure the current symptoms. Although this straw currently seems to have disadvantages such as high price, large one-time investment, and the complexity of the entire system, it is a viable development direction for the photovoltaic industry. Because it solves the disadvantages of unstable electricity such as photovoltaic and wind energy, and difficulty in storage. At the same time, it has applications such as peak shaving and valley filling, auxiliary new energy grid connection, and grid frequency modulation. Develop energy storage, throw away the crutches of subsidies, rely on your own business model to make profits, and promote the healthy development of the industry. This is probably the road to photovoltaic development. 3. Photovoltaic + energy storage may become a life-saving straw. When it comes to energy storage, people often associate it with batteries, but they don't know that the photovoltaic + energy storage model is more promising under the influence of the 5.31 New Deal. The perfect combination of the two can gain further advantages, especially in the era of subsidy decline. Only by fully considering the specific circumstances and building a business model can sustainable profitability be achieved. With the increasing proportion of photovoltaic installed capacity in energy supply, the shortcomings of photovoltaic power generation relying on the sky and unstable output power have gradually become prominent. Photovoltaic + energy storage can achieve peak shaving and valley filling, matching the power load on the power generation side and the power consumption side. , Greatly reducing the impact of photovoltaic power generation on the grid, and will make a great contribution to the establishment of a reliable, flexible and economical low-carbon grid in the future. From the application side, the benefits of photovoltaic + energy storage for users are also very intuitive, which can maximize the benefits of photovoltaic power generation. For example, for a set of 5kw energy storage household photovoltaic, the use of Switching, the direct income of the owner will increase by more than 15% compared with the conventional grid-connected photovoltaic system. 4. Multi-provincial expansion of the energy storage market. At present, the energy storage industry covers almost all provinces in the country. Among them, the largest newly-added operations are in Jiangsu, Tibet, Shanxi, Gansu, Qinghai, Beijing, Guangdong, Shanghai and other provinces. The energy storage market is very active and has its own characteristics. According to CNESA's incomplete statistics, as of the end of 2017, the cumulative installed capacity of China's operational energy storage projects was 28.9GW, a year-on-year increase of 19%. The cumulative installed capacity of electrochemical energy storage was 389.8MW, a year-on-year increase of 45%, accounting for 1.3% of the total installed capacity, an increase of 0.2% over the previous year. The electrochemical energy storage project planned in the first quarter of 2018 is close to 120MW. 5. Foreign energy storage is also developing rapidly. For example, in the past three quarters in California, the proportion of solar energy customers adopting energy storage in California has approximately doubled every quarter. According to GTMResearch's forecast, the deployment of the U.S. home energy storage market this year may quadruple from last year.