How can energy storage system integrators consolidate and ex

Energy storage needs to be accumulated

 

"Energy storage is too difficult to understand!" This may be the common feeling of everyone who is just entering the industry. From the perspective of energy storage applications, including power generation, grid, user, microgrid, integrated energy, data centers, communication base stations and other fields; from the perspective of battery energy storage systems, it involves batteries, battery systems, PCS, EMS , Temperature control system, fire protection system, system integration, etc., when it comes to the portable power station link, it is more complicated. It is necessary to consider the power supply, grid, load and other working modes and the charge and discharge characteristics of the battery. To do this well, deep technology and engineering accumulation is required.

 

Kehua has taken the smart power business as its starting point, and has ranked first in the domestic UPS market share for 23 consecutive years, and has 33 years of deep accumulation in the power electronic conversion industry. From a technical point of view, energy storage and UPS are the same technology, which not only guarantees reliable power supply but also completes backup energy supply. Kehua's understanding and application of energy storage units surrounding UPS can be said to be handy. It is Kehua’s deep understanding of energy storage for a long time, a thorough grasp of customer energy structure and energy usage habits, and in-depth response to end users’ individual energy use needs that have created Kehua’s extensive development in the field of energy storage. .

 

Chen Sixiong said frankly that only by accumulation can we make a good product and solution. On the one hand, we must continue to innovate in technology, and on the other hand, we must combine various application scenarios to accumulate engineering practice experience. Only when we actually do it will we discover and solve problems.

 

Kehua has extensive successful experience in energy storage fields such as the power generation side, the grid side, the user side, and the microgrid. The installed capacity of energy storage exceeds 1.1GW, helping to implement a series of major projects, such as the world's highest substation energy storage project ——Ali-Zangzhong Interconnection Project Saga and Zhongba 220kV Substation Energy Storage Project, the world’s largest smart energy demonstration project — Guangdong Power Grid DC Microgrid Smart Energy Demonstration Project, the country’s first photovoltaic technology leader energy storage demonstration project — —Shaanxi Tongchuan/Shanxi Changzhi Photovoltaic Technology Leader Base Energy Storage Project, State Grid’s first 100MW grid-side distributed energy storage demonstration project-Henan Power Grid 100MW/100MWh grid-side energy storage project, the first approved by the National Energy Administration Network domain large-scale energy storage test demonstration project-Gansu 720MWh large-scale energy storage power station, etc.

 

The accumulation of technology and engineering has solved the problem of "I can do well", and if we want to do it for a long time, we need to overcome the cost barrier.

 

Shortening the industrial chain is an important way to reduce energy storage costs

 

"The development of the energy storage industry must be closely related to costs, and cost reduction is a long-term theme. From the perspective of development goals, if the cost of the energy storage system is further reduced by 50%, the economic effect will be obvious." Chen Sixiong said.

 

Chen Sixiong believes that energy storage cost reduction can have multiple dimensions, but there are two key directions: one is the shortening of the energy storage industry chain, and the other is the deep power electronics.

 

The battery energy storage system involves a relatively long industrial chain, with companies in the upstream of positive and negative materials, electrolytes, and diaphragms, and lifepo4 battery manufacturers in the midstream. Downstream system integrators have to deal with battery manufacturers and separately purchase core equipment such as PCS, EMS, and monitoring and fire fighting systems. There are many links in series and the cost is naturally high. To reduce the cost of energy storage in the future, shortening the industrial chain is a key point. For example, Kehua is based on the R&D and production of PCS, and gradually expands R&D and production to other key components except batteries, to achieve vertical integration of the industrial chain, reduce intermediate links, and naturally reduce costs.

 

Deep power electronics refers to the use of more power electronics technologies to systematically design and optimize solutions. The original battery system, PCS, and power distribution system are all single and independent, but in fact many functions overlap. For example, PCS AC and DC switches can be integrated with power distribution switches in an orderly manner, and power electronic technology and batteries can be combined more deeply, and functions can be integrated to achieve the purpose of reducing costs.

 

Shortening the energy storage industry chain is to reduce costs from the operational level, while deep power electronics is considered from the technical level. At the same time, Kehua is continuing to improve the level of intelligence of its products, relying on big data and cloud computing technology to achieve product function innovation and software upgrades, and further reduce operation and maintenance costs.

 

In addition, as the energy storage system develops toward high voltage levels and high energy density, by echoing the 1500V photovoltaic system, the system energy density and conversion efficiency will be significantly improved, and the system cost, container, line loss, land occupation and construction cost will be greatly reduced. , So it will also bring about a reduction in the cost of energy storage.

 

Energy storage needs "highly reliable experts"

 

Energy storage cost reduction is an inevitable trend, but it does not mean sacrificing quality and safety. Safety is very important to energy storage and is another subject that requires long-term continuous research.

 

Chen Sixiong told Polaris Energy Storage Network that large-capacity energy storage does have risks, but such risks are not inevitable, or they can be controlled within a reasonable range. Of course, this depends on the technological development of the entire energy storage industry chain, from batteries to systems, to achieve safer and more reliable designs. In addition, hidden dangers can be further identified and resolved early through power electronics technology. Chen Sixiong firmly believes that there are indeed many energy storage security challenges, but they can certainly be solved through technology.

 

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The explosion accident of Beijing Dahongmen Energy Storage Power Station is still in sight. It also reminds us that the most important thing in energy storage is to ensure "reliability"! Kehua is a "highly reliable optical storage expert". This "highly reliable" can be interpreted from three aspects.

 

First, the products and solutions are reliable. Kehua energy storage and photovoltaic-related products and solutions are produced based on nuclear island-level quality control standards, with excellent supply chain and lean management concepts to achieve strict quality control throughout the life cycle.

 

The second is that people are reliable. Kehua attaches great importance to innovation and R&D. The company has independently trained 4 experts who enjoy special allowances from the State Council and built a highly competitive expert and R&D team. The interviewee in this interview is President Chen Sixiong, who is also the chief engineer of Kehua and a senior power electronics expert.

 

The third is that the company is reliable. Kehua is a nationally recognized enterprise technology center, a key project undertaker of the national torch plan, a national high-tech enterprise, a national technological innovation demonstration enterprise, and the first batch of "integrated management system of industrialization and industrialization" in the country to implement standards, adhering to "customer demand-oriented" The purpose of serving users in more than 100 countries and regions around the world.

 

Reliable companies cultivate reliable people, design and manufacture reliable products, and the reliability of products and people contributes to the reliability of the company, and the three complement each other.

 

The development of energy storage needs to go through three stages

 

Chen Sixiong said that the development of energy storage will go through three stages: In the first stage, "energy storage + new energy" will solve the problem of new energy generation and energy storage in the power system without electricity; in the second stage, the user-side "energy storage + new energy" The third stage is the parity application of "energy storage + new energy" at the power generation end, and the third stage faces the biggest challenge and will take a long time.

 

In fact, in the field of industry and commerce, the commercial value of energy storage is gradually opening up. The cost of photovoltaic LCOE+ energy storage is already economical in areas where the electricity price is greater than 0.62 yuan/kWh, including many areas and application scenarios in China, especially in countries with high electricity prices in Europe and the United States. Secondly, reducing the electricity price of capacity by relying on energy storage also has certain economic value. After the energy storage is configured, the electricity can be stored in advance when the electricity is low, which can reduce the maximum power demand of the enterprise during the peak time, thereby reducing the expenditure on the capacity electricity price. Third, the peak-to-valley price difference. Peak-valley + peak-level arbitrage twice. When the energy storage price drops to 1.4 yuan/Wh, the area with an average price difference of "peak-valley + peak-level" 0.6 yuan/kWh can achieve an IRR of over 8%, which is economical.

 

We are now building a new power system with new energy as the mainstay. However, the contradiction between the randomness, volatility of new energy, the natural attributes of large installed capacity and small electricity and the vision of becoming the main energy source has become increasingly prominent. Chen Sixiong believes that energy storage is the most effective means to solve these problems, and it is also an important support for the development of new energy in the future and an important means to achieve the double carbon goal. This will also bring about the parity application of "energy storage + new energy" on the power generation side, and the development of energy storage has entered the third stage.

 

With the gradual development of the "30•60 Carbon Target" blueprint, the new energy industry represented by wind and light has become a pioneer in energy saving and emission reduction on the power generation side. The next five years will be the process of transition from photovoltaic parity to solar storage parity. New energy + energy storage will become the replacement of the increase in the electric energy field to the stock, and the power structure, grid structure, and electricity structure will be optimized at an accelerated pace. In terms of energy storage technology, accelerating the development of large-scale energy storage that is safe, reliable, cost-effective, and environmentally friendly is also a major trend in the development of the industry. Optical storage companies represented by Kehua will make significant contributions to the realization of the dual-carbon goal.

 

Facing the huge market and facing the competition of enterprise installations, Chen Sixiong was very calm. He said that the development of an enterprise looks at not only installations, but also development quality. For Kehua, to plan a business, or not to do it, the goal must be the top three in the industry.

 

Chen Sixiong said that the energy storage industry will become more and more concentrated in the future, and industry competition will be fierce. In the end, there must be special genes that can be left; companies with precipitation in products and technologies, and precipitation in management will be in the future new energy industry. It will definitely stand out.