A brief introduction to the energy storage strategies of several battery enterprises

Lithium-ion battery energy storage is mainly used for communication base station, peak user side cut, off-grid power station, micro power grid, rail transportation, UPS, etc., some export markets such as Europe, Australia, it is mainly used for household energy storage, such as grid energy storage projects. Overall, the current li-ion battery energy storage industry is still in the incubation period, smaller volume and growth compared to the power battery.

However, in the national policy to promote, power battery energy storage battery synchronous development, energy storage battery enterprise development plans to further clarify, promote energy under the background of the Internet to establish energy revolution, authoritative analysis thinks, lithium-ion battery energy storage industry is close to critical point of the market, in 2018, is China's energy storage industry rapid development beginning of the year.

The recent research results of high lithium electricity also confirms this point.From the point of data information, Samsung, LG chemical, Nunn power supply, the male towers co, Rio state lithium electricity, Zhenhua new energy enterprise in 2017 in lithium battery energy storage fields such as harvest quite abundant, 2018 will continue to develop the li-ion battery energy storage, and to explore new li-ion battery energy storage market.

In addition to the earlier layout li-ion battery energy storage battery enterprise, many original target market in the field of power battery enterprises began to sight the lithium battery energy storage.

The reasoning behind this mainly include: (1), power battery demand and development of technology, lithium-ion battery energy storage technology promotion and cost decreased rapidly;(2), battery capacity expansion rapidly and inventory pressure increases obviously, lithium-ion battery energy storage broad market can accommodate enough inventory,(3), lithium-ion battery energy storage belong to subsidies, the market, the future development potential is tremendous, early layout to seize market opportunities.

Be worth what carry is, lithium-ion battery energy storage segment is numerous, different battery enterprises will be combined with their own advantages to develop the corresponding market segments and product characteristics.For battery companies have intention to develop energy storage market, how to find breakthrough development, how to formulate a long-term development planning, can from the following 10 in the layout of the battery companies thinking clues:

1, samsung SDI

Samsung SDI officially launched in 2010 lithium battery electric energy reserves device (ESS), with the world's top small lithium ion secondary battery technology as the foundation, will extend to cutting-edge mobile devices and stability of the electric car of the world's highest secondary battery application to large battery system ESS.

To preempt the largest Power ESS market in China, in 2014, Samsung SDI and Sungrow Power Supply Co., ltd. signed a joint venture of the final agreement separately, and in 2016 set up joint venture company is responsible for Power with ESS battery packs and systems development, production and sales.Samsung SDI to set up a joint venture as a starting point, strive to become China's ESS market share NO. 1.

In 2015, in order to further expand the global competitiveness, samsung SDI and the world's leading power and automation technology group, ABB signed a memorandum of understanding, will be on a global scale to promote the micro grid solutions.The two companies will use the samsung SDILithium ion batteriesTechnology and connect it to the power grid control of ABB company's PCS, EMS and other power accessories technology, to develop sales optimization of ESS solutions.

In 2017, samsung SDI global market share of 38% in the field of ESS, first in the world.According to SNEResearch expects 2018 global ESS market scale will reach 6.9 GWh, and in recent years at an annual rate of 45% per head increased dramatically, to 2025 will reach 90.4 GWh.Samsung SDI strategic marketing chamber PiaoShiXiong standing vice President, said: "samsung will with ESS special batteries and use its product differentiation, such as competition, on the basis of the storming of the ESS market."

Recently, Samsung SDI exhibited in Germany latest high capacity battery batteries, on the premise of the same size, capacity of ah from 94 to 111 ah.In addition to the high capacity battery, samsung SDI also shows that substation generator power constant values, to maintain the quality of power supply stability and high power ESS of families with ESS products used to connect the solar energy.In addition, Samsung SDI and even open a reduction in the number of main components PCS to improve the high voltage ESS technology and economical space.

This means that samsung SDI competitiveness in the field of power reserve unit (ESS) further.

2, LG chem

In 2017, LG chem, a subsidiary of LG chem (nanjing) introducing the ESS battery production line, began to comprehensive layout energy storage battery series products, mainly aimed at China and even the global market.

By the end of December 2017, global shipments of 3.7 GWh LG chemical energy storage system.LG chem is expected in 2018, the company's global total shipments are expected to break through 6 GWH.Significantly enhance the shipments is based on the judgment, 2018 energy storage market, South Korea and Japan's industrial and commercial storage market rapid development, at the same time Europe and the United States and Australia market develop more quickly.

3, nunn power supply

The SMW power "investment + operation" commercial pattern, to push the progress of its storage business in recent years, won consecutive multiple storage orders boost its business growth, currently under construction and operation of the project size has more than 700 MWH.

In 2017, SMW power the winning communication operation in Bangladesh lithium iron phosphate batteries procurement projects, the total amount of the order exceeds $40 million;In December 2017, nunn power outside the China mobile between 2017 and 2018 annual tower base station products with lithium iron phosphate batteries, centralized purchasing project bidding share 19.57%, the winning amount of about 200 million yuan.

From earnings data, 2017 SMW power lithium battery revenue of 504 million yuan, product realization and communication lithium electricity to achieve revenue 444 million yuan, up 80.86% from a year earlier, mainly concentrated in the overseas market.

Current SMW power still in active layout global energy storage market, with German UpsideConsultingGmbH and UpsideInvestGmbH&Co., KG stage two companies signed a scale for 50 MWH FM energy storage system project, is expected to be completed by the end of 2018 projects, power energy storage market to Europe for its landmark projects.Overall, 2018 is expected to market growth is more apparent, at present, the company is overseas li-ion battery energy storage order to delivery.

4, male towers

Male towers co cultivation plays a relatively rich lithium electricity product types, including batteries, BMS management system, the power cord, enclosure, connectors, a full set of systems, such as battery type covers three yuan, and lithium manganese acid lithium iron phosphate.By the end of 2017, the lithium battery capacity for male towers share 1 GWH.

From the point of financial data, 2017 male towers shares 80% of the lithium battery energy storage business is communication, mainly concentrated in Europe and America, southeast Asia and other developed countries and regions.

In November 2017, the male towers shares outside the China mobile between 2017 and 2018 annual tower base station products with lithium iron phosphate batteries centralized procurement tender, the winning share by 10.87%;In January 2018, the male towers shares issued announcement, the company get a overseas v100ahlr19 48 inchesLithium battery packTotal amount of purchase order, the order of about 317 million yuan.

5, Rio state lithium electricity

The Rio state lithium batteries electricity market mainly concentrated in the field of energy storage areas and small power, business all over the world.From the business segment, Rio state lithium electric energy storage and small power business proportion is about 7:3.Energy storage, overseas business occupy about 60% - 70%.In 2018, the company will still be the key breakthrough in energy storage areas shall, at the same time the pursuit of advantages in the field of occupation, will be in the PACK and in-depth development of system integration, sales are expected to exceed 400 million yuan.

6, zhenhua new energy

Zhenhua new energy main three yuan 18650 lithium-ion batteries, products are mainly applied to automobile power, photovoltaic energy storage, special storage (military).With a "military" has its own genes, the special energy storage has been zhenhua new energy long-term "business" and earnings growth point;Through preliminary layout, the car also each have market power and photovoltaic energy storage plate precipitation.

"Expanding" has been the subject of zhenhua new energy special and storage business.At present, zhenhua special and new energy storage business is developing rapidly.In addition, in terms of photovoltaic energy storage, zhenhua new energy also have small achievements.By 2017, zhenhua new energy batteries products have been widely used in Europe, the Netherlands and other community, farm storage, a total of up to 1 mw.

7, tico technology

Tico technology was founded in 2016, is a horse in the field of jiangxi power battery "dark horse", it possesses from including "national one thousand program", the listed company's senior management team of technology, management background, as well as capital background from shangrao stimulates local group.In 2017, tico technology has hit a history of only eight months to complete from start to put into production industry the highest speed.

Tico market strategy of science and technology from the passenger - car - the rhythm of the passenger car, around the strategy, has formulated the detailed product planning and marketing strategy.In addition, tico technology in household energy storage, UPS, micro network expansion of the energy storage and energy storage, aims to make lead-acid battery lithium galvanic replacement.

8, GuanCheng min

GuanCheng fujian was founded in 2015, is a collection of batteries, batteries, system integration, sales in the integration of new energy enterprises.Material system contains, three yuan and lithium manganese acid lithium iron phosphate, give priority to with soft package products, in view of the energy storage market has a long life of lithium iron phosphate (mainly for the domestic energy storage) and three yuan energy storage battery (mainly for foreign energy storage).In addition to a breakthrough in the power market, the company also has obtained the good development result in energy storage market, become the focus of the company in 2018.

It is worth mentioning that this year GuanCheng rui min PBES with Canadian energy storage company signed 500 MWH of energy storage batteries, purchase orders, for the GuanCheng rui min of lithium battery business growth this year to lay a solid foundation.

Nine foster, the far east

In the backdrop of the subsidies TuiPo, foster market strategy in 2018 in far east insist on two legs, on the one hand to consolidate the market leader in the field of digital and small power status, search for new application opportunities.Relying on the advantage of the cylindrical battery, on the other hand, focus on the micro logistics passenger cars and electric cars, with specific extensions.In addition, also actively explore in ESS, street lamp in the field of energy storage market.

10, the sea of science and technology

The surplus technology was founded in 2004, the existing Shenzhen and two production bases of hubei province.Products company has two characteristics, one is the high rate series, mainly used in unmanned aerial vehicle (UAV) model aircraft and other fields, and is the main supplier of the big Xinjiang drone high-magnification battery;Secondly, the high capacity of power and energy storage series, mainly used in the new energy vehicle logistics and communication energy storage, etc.

"In 2017, the sea of the power battery business accounted for 55% of science and technology is expected to rise to 70% in 2018."Sea surplus technology research institute, said dean TaoZhiYong surplus technology will in cement high-magnification uavs batteries, on the basis of market position, to develop the power battery energy storage battery business and communication, this year it plans to achieve sales of 1.5 billion yuan.

The page contains the contents of the machine translation.