01 The user-side energy storage market needs to be unlocked
From the development status, the main applications of energy storage on the power generation side focus on the frequency modulation of thermal power storage and the configuration of energy storage in new energy power stations. In the frequency modulation side of auxiliary services, the market capacity is close to saturation.
Grid-side energy storage showed explosive growth in 2018, but was suspended by State Grid twice in 2019 and reached an impasse.
In terms of user-side energy storage, commercial users such as commercial complexes, CBD and large hotels implement fixed comprehensive commercial electricity price, and there is no peak-valley price difference, so there is no need to arbitrage the peak-valley price difference of energy storage. In the future, with more flexible electricity price reforms and policy subsidies, the user-side energy storage market is expected to be released.
02 New application scenarios will unlock the potential of distributed energy storage
New infrastructure and distributed energy systems reinforce each other. The construction and operation of data centers and 5G base stations have a strong demand for new energy sources. The popularization of new energy vehicles and electric vehicle charging piles will change the energy consumption mode of Chinese cities, form a true energy Internet, and bring new demand for distributed energy storage equipment.
Business model innovation will inject new impetus into the development of distributed energy storage industry
01 Step utilization of waste power battery
When power batteries cannot fully meet the needs of electric vehicles, they can be applied to other scenarios, such as low-speed electric vehicles power grid energy storage, home energy storage, and charging banks, to continue to play their functions and maximize the utilization of resources.
For example, NIO has formed the mode of electric change + separation between vehicles and electricity. According to the power demand of different users in travel scenarios, it provides one-click power supply service. The ownership of the battery belongs to the manufacturer and the step utilization is carried out.
02 Building a closed-loop sustainable energy ecosystem
Renewable energy is greatly affected by weather, but combined with distributed energy storage, it can smooth power generation fluctuations, store surplus electricity, improve power generation quality, and basically solve the consumption problem.
The construction of "optical storage and charging" integrated charging station is an innovative attempt in the construction of new energy vehicle charging station. Charging stations use clean energy for power supply and store electric energy after photovoltaic power generation. Photovoltaic, energy storage and charging facilities form a micro-grid, which can intelligently interact with the public power grid according to demand, and realize two different operation modes: grid-connected and off-grid.
For example, Tesla has completed the industrial closed-loop layout of "photovoltaic + energy storage + electric vehicle", breaking the monopoly of traditional energy infrastructure and making micro-grid and local area network possible.
