Policies such as “dual control of energy consumption” promote the rapid development of industrial and commercial energy storage.
Four market trends: “three up and one down”
1, power density increase: the system 1500V system has become the mainstream solution; Cell, inverter, system capacity synchronous rapid increase;
2. Multi-dimensional safety has become the primary concern of the industry: high-safety batteries, high-precision multi-physical sensor acquisition early warning and thermal runaway management algorithms, high-stability materials, refined fire protection systems, etc.;
3. Rapid improvement of system conversion efficiency: the average conversion efficiency of energy storage power stations in operation is 87%, the average comprehensive efficiency is 79%, and the energy efficiency of new power stations continues to improve;
4, CMA130 3DDE300410 the system cost gradually decreased: high voltage, large cell, development and utilization rate have made great breakthroughs, prompting capex and opex to further decline;
Development trend:
The maximum current on the DC side of the system exceeds 3000A(single channel)/6000A(two parallel channels), and the problems such as DC arc pulling and parallel circulation are becoming more and more serious, and the demand for DC appliances with high voltage, large capacity, high reliability and low cost is further increased.
6. Market demand characteristics of charging piles
In 2023, 7.43 million new energy vehicles were sold, an increase of 38.8%, and the penetration rate of new energy vehicles reached 30.3%.
The new installed capacity of charging piles was 3.387 million units, an increase of 30.6%, and the ratio of car to pile reached 2.2:1.
Market characteristics:
CMA130 3DDE300410 With the release of the new generation of “CHAOJI charging” standard, the new generation of supercharging technology architecture is basically set, the maximum charging voltage can be raised to DC1000V or even up to 1500V, the maximum liquid cooled charging current will rise to 600A, the charging power will be further expanded, and the adaptability requirements for low-voltage appliances such as contactors will be further adjusted.
7 Market and application development summary
With the development of the industry, especially the rapid drive of new energy, the low-voltage electrical appliances have put forward faster and higher requirements, which is both an opportunity and a challenge.