Analysis of influencing factors

One, favorable factors

(1) the state's key support for the development of the energy storage industry

In October 2017 issued "on the promotion of energy storage technology and industry development guidance" put forward, "13th Five-Year" period, to build a batch of different types, different scenarios of pilot demonstration projects; research and development of a number of major key technologies and core equipment, the main energy storage technology reached the international advanced level; establishment of energy storage technology the standard system, the formation of a number of key technical specifications and standards; to explore a group to promote the business model; to foster a batch of competitive market. The development of energy storage industry has entered the early stage of commercialization, and the key role of energy storage for the transformation of energy system is shown preliminarily.

Combined with the reform of electric power system, we should study the policy of promoting energy storage to participate in the electricity market transaction and get a reasonable compensation policy, and establish a compensation mechanism of energy storage services that is compatible with the power market operation service. Promote energy storage to participate in the power auxiliary service compensation mechanism pilot work, set up a matching energy storage capacity mechanism. We should establish and improve the compensation supervision mechanism and severely punish the violation.

At the same time, we should guide social investment, research and establish procedures to simplify and promote investment in energy storage and investment management mechanism, and guide social capital to speed up the promotion and application of advanced energy storage technology. We should encourage the adoption of financial innovation to reduce the access threshold and risk of energy storage development, support the adoption of various financing methods and guide more social capital to the energy storage industry.

(two) the prospect of domestic energy storage market is broad

At present, my energy storage industry is just in its infancy, and the size of energy storage and installation is growing rapidly. The most potential for development of the main scenery is the electric field, the commercial peak electric power project, traditional power plants and micro grid projects such as the downstream market, in support of the national new energy development at the same time, abandoned abandoned wind light phenomenon is serious, and the large energy storage is to solve the problem of abandoned abandoned wind, light, important support technology, large-scale development of renewable energy and therefore lower demand for explosive growth, the domestic energy market prospects, the commercial application of energy storage has become even more urgent.

(three) the establishment of industry standards to promote the development of energy storage industry

With the development of energy storage related technology, more and more industry standards have been established, which greatly promoted the development of energy storage industry. For example, Chinese Electric Power Research Institute led the preparation of the national standard GB/T33589-2017 "micro grid access power system technical requirements", GB/T33593-2017 "distributed power grid technical requirements", GB/T33599-2017 "photovoltaic power station running control" approved the release, will be officially implemented in December 1, 2017. The promulgation and implementation of the three national standards will provide effective basis for regulating the operation of grid connected photovoltaic power stations, and provide guidance for the development of microgrid and distributed power industry in China.

(four) the rapid promotion and application of new energy vehicles led to the development of energy storage industry

"National" 13th Five-Year "plan (Draft)" proposed, "13th Five-Year" national new energy electric car production and sales total 5 million. The power battery in short supply situation, BYD, power of God, the air lithium, China Xuan tech, waltmal battery and other major domestic enterprises have issued investment expansion plan. In addition, lead-acid battery enterprises to the lion technology, Nandu, as the representative of Shuangdeng power also invest heavily in the construction of power lithium ion battery production base. While the Ministry issued a "automotive battery industry standard conditions (2017)" (Draft), the single enterprise lithium ion power battery capacity from the previous "automobile power battery industry norms conditions" in the provisions of the "not less than 200 million watts" to "not less than 8 billion watts". Therefore, it is expected that the future lithium battery enterprises will also usher in a new round of investment expansion upsurge, and the energy storage industry will be able to develop rapidly.

Two, adverse factors

(1) the mode of commercialization of energy storage has not yet been formed

At present, the cost of energy storage is high and the economy is poor. Because the profitability of energy storage power plants is not obvious, and financing is also difficult. Business mode is a major pain in the development of energy storage industry. But even if the current energy storage industry policy is not clear and the commercialization model has not been formed, the prospects for the development of the energy storage industry can be foreseen. At present, the high technical level of the storage enterprises not only as investors to invest in the construction of energy storage power station, is also responsible for the overall operation of the power station, they can do the demonstration, the accumulation of operating experience data and find out its business model to lay the foundation for the later development of scale.

(two) the openness of the electricity market remains to be improved

The opening degree of electricity market in China is not high enough. The value gains of energy storage can not be reflected. The purchase system of energy storage has not yet formed, which has seriously hindered the development of energy storage industry. At present, energy storage has not yet been integrated into the power system, and many energy storage projects rely on peak valley price difference to make money. The cost recovery of energy storage takes 7 to 8 years, and the return cycle of investment is too long.