Main content:
The main application scenarios for commercial and industrial storage are factories and shopping malls, photovoltaic storage charging stations and micro-grid.
At present, there are two business models in the mainstream business model. That is, industrial and commercial users install to store energy through equipment on their own, and energy service companies assist users in installing those equipment to store energy.
1. Introduction and business model analysis
According to energy stored and power market statistics, the total scale of grid-connected projects in China's energy storage market in 2022 will reach 7.762 GWh/16.428 GWh, with a year-on-year increase in power and capacity of more than 220%. Among them, the capacity of grid-connected home energy storage projects accounts for 10%.
● A catalyst for the development of the industry
The peak-valley price differential widened, and the economy of industrial and commercial reserves improved. Under the two-part electricity price, the allocation of commercial and industrialenergy of storage can reduce the capacity electricity price.
Some provinces can achieve two charges and discharges, and most provinces have high economic efficiency for industrial, and the commercial storage energy. Ancillary services, subsidies, and wall-to-wall electricity sales policies were introduced to promote the development of storage energy about industry and commerce. Under the power rationing policy, industrial and commercial storage energy have become a backup.
2. Energy storage application scenarios
● Factories and shopping malls
The development of commercialand industrial energy storage initially began in factories and shopping malls, and most factories have obvious electricity consumption habits, so they can reduce electricity costs through peak cutting and valley filling of stored energy, and demand management.
Similarly, as a public place, shopping malls also have the same habituality for electricity consumption, and shopping malls have some important and urgent loads, so stored energy can be installed as a backup power source.
● Optical storage charging station
In recent years, with the continuous popularization of electric vehicles, users' demand for charging has been increasing, as has the demand for charging power and the number of charging stations. The optical storage charging station is the best solution at this stage.
By combining photovoltaics and energy of storage, the energy of the charging station can be supplied by photovoltaics, and the spontaneous consumption rate of photovoltaics can be improved.
At the same time, the power impact of high-power charging piles can be mitigated by the storage system, reducing the impact on the power grid and reducing the pressure on the distribution station area.
● Micro-grid and energy storage
As the direction of the future power grid develops, micro grids can operate both on and off grid, increasing the flexibility and reliability of the power supply. At this stage, most micro-grid projects are industrial park micro grids, island micro grids, and micro-grids in remote areas.
In this scenario, there are usually multiple energy supplies, such as photovoltaics, diesel generators, and fans, and storage energy. Some are also in development as a lithium ion batteries for home off grid use. As an intermediate coordination, needs to stabilize the balance between power supply and load demand.
An island microgrid or remote area microgrid, due to the lack or instability of its power supply, can achieve stable new energy generation and backup functions through the configuration of energy storing. This application scenario is more common overseas, especially in South Africa, Southeast Asia and other regions.
On the other hand, the micro-grid of industrial parks usually uses an industrial park as a node to achieve energy optimization, energy conservation, and emission reduction in the node. Increase the proportion of green electricity used, optimize the park's energy cost, and meet carbon emission assessment targets. This scenario is growing rapidly around the world.
● Other new application scenarios
User-side energy storage has achieved multi-scenario expansion, and many application scenarios, such as charging and switching power stations, data centers, 5G base stations, port shore power, and battery-switching heavy trucks, have emerged.
3. Energy storage business model
● Currently, there are two business models in the mainstream.
First, commercial and industrial users install energy equipment on their own, and users bear the initial investment cost and annual equipment maintenance cost, but they can directly reduce the cost of electricity.
The other is for top 10 energy storage lithium battery companies to assist users in installing energy storing system, energy service companies invest in the construction of stored energy assets and are responsible for operation and maintenance, and industrial and commercial users pay electricity costs to energy service companies.
China's energy storage user-side projects in 2022 will account for only 10% of the total grid-connected volume. It is a big year for the development of China's industry to store energy.
According to statistics of the energy and power storage market based on the information and status of public projects, the total scale of grid-connected projects in China's energy stored market in 2022 will reach 7.762 GWh/16.428 GWh, an increase of 235% year-on-year. Among them, lithium-ion battery storage projects account for 93%.
From the point of view of application field distribution, 22-year user-side energy storage projects account for only 10% of the total grid-connected volume, and some lead-carbon storage energy projects are included.
From the perspective of the application fields of grid-connected projects in 2022, renewable storage projects and independent energy of storage projects accounted for 45% and 44% respectively; user-side storage energy projects accounted for 10%, including 3 10-hour lead-carbon stored energy projects.
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